Earnings intelligence covering AAA and mobile gaming, live-service economics, UGC platforms, virtual economies, and spatial computing. Companies tracked include Roblox, Take-Two, EA, Sony, Microsoft, Nintendo, Apple, Unity, Sea Limited, NetEase, Hasbro, Ubisoft, Tencent, and AppLovin. Each brief distills quarterly filings into three market synthesis points, a near-term catalyst, and a macro trend watch.
Entertainment Earnings
Dive into Ubisoft's Q3 FY2026 financial filings. Despite crushing balance sheet risks and a severe digital drop, net bookings reached $398.8 million driven by back-catalog resilience. Explore the 3-year historical trends highlighting the publisher's drastic turnaround strategy.
Entertainment Earnings
Dive into Take-Two's Q3 FY2026 SEC filings. Despite delaying GTA VI to November 2026, the publisher crushed estimates with $1.76 billion in net bookings driven by recurring mobile and live-service engagement. Explore the 3-year trends showing how they fund massive development costs.
Entertainment Earnings
Dive into Sony's Q3 FY2025 financial filings. Despite a 4% drop in gaming revenue caused by a plateauing hardware cycle, Sony's Game & Network Services division achieved a record $914 million operating profit. Explore the 3-year historical trends highlighting the shift to software margins.
Entertainment Earnings
Dive into Mattel's Q4 2025 SEC filings. Net sales reached $1.77 billion as the company aggressively pivots into digital gaming and media by fully acquiring the Mattel163 mobile studio. Explore the 3-year historical trends showing how games and theatrical IPs are reshaping Mattel's margins.
Entertainment Earnings
Dive into Nintendo's Q3 FY2026 holiday financials. Stripping out the 9-month data reveals the Switch 2 drove $5.15 billion in pure holiday sales. Explore the 3-year trends showing the tension between record hardware sales and tightening operating margins caused by rising component costs.
Entertainment Earnings
Dive into NetEase's Q4 2025 SEC filings. Despite missing Wall Street's aggressive estimates, revenue reached $3.9 billion. Explore the 3-year historical trends highlighting NetEase's expanding global gaming footprint, its $23.4 billion net cash position, and Youdao's AI profitability milestone.
Entertainment Earnings
Dive into Microsoft's Q2 FY26 SEC filings. While overall company revenue hit a record $81.3 billion fueled by AI cloud growth, the gaming division saw revenue fall to $5.96 billion. Explore the 3-year historical trends driving the rapid 32% collapse in Xbox hardware and the multi-platform pivot.
Entertainment Earnings
Dive into Hasbro's Q4 2025 SEC filings. The toymaker has successfully pivoted into a digital media powerhouse, with Wizards of the Coast revenue surging 86% to $630 million. Explore the 3-year historical trends highlighting Hasbro's asset-light transformation and margin explosion.
Entertainment Earnings
Dive into Electronic Arts' Q3 FY2026 financial filings. Fueled by Battlefield 6 and EA SPORTS FC, net bookings surged 38% to a record $3.05 billion. Explore the 3-year historical trends showing how robust cash flow and live services are bridging EA toward its massive $55 billion private buyout.
Entertainment Earnings
Dive into Tencent's Q4 2025 financials. Despite AI CapEx anxieties, total revenue surged to $27.18 billion driven by international gaming and AI ad tooling. Explore the 3-year historical trends highlighting Tencent Cloud's milestone shift to scaled profitability.
Entertainment Earnings
Explore a rigorous financial analysis of Apple Inc.'s Q1 FY26 earnings. We unpack the company's record-breaking $30 billion in Services revenue, the unparalleled monetization power of its 2.5 billion active device base, and the macro digital subscription trends shaping its margin expansion.
Entertainment Earnings
Epic Games’ FY 2025 Year in Review highlights a relentless push for PC mindshare. By leveraging aggressive free-game loss-leading and a disruptive 100% revenue-share model for developers, Epic drove 78 million MAUs to its storefront, further consolidating its massive cross-platform digital economy.