Strategic Intelligence: Video Games

The gaming software market was worth $254 billion in 2025 and is forecast to reach $352 billion by 2030, according to the analyst. Mobile gaming will account for more than half of industry revenues across this period.

Key Highlights

• Platform operators like Apple, Alphabet, and Valve control the key distribution channels through which games reach consumers. They capture a significant share of industry revenue and set monetization, data access, and revenue-sharing rules for publishers. As a result, publishers without their own platforms rely on platform operators’ ecosystems. Their bargaining power is limited, and their profit margins are compressed.
• Meanwhile, amid rising game production costs, publishers are focusing on remakes, remasters, and cross-platform strategies to reduce risk and secure predictable returns. Many are using artificial intelligence (AI) to accelerate game development and reduce costs.

Report Scope

• This report provides an overview of the video games theme.
• It includes global market forecasts for gaming software.
• The detailed value chain consists of four layers: creation, monetization, distribution, and device.

Reasons to Buy

• The global video games industry is at an inflection point. Following a decade of rapid expansion, fueled by pandemic-era demand, growth across mature markets is stabilizing.
• The industry’s future will be determined less by sheer user growth and more by how it attracts and retains consumer attention, optimizes monetization models, and aligns with evolving technological, macroeconomic, and regulatory trends.
• This report provides an invaluable guide to this disruptive theme. It includes comprehensive lists of the leading players across all aspects of the value chain, helping companies identify the right partners.