At the end of summer, we compiled a comprehensive report on the gaming stock market situation. To update the data and capture trends, we again analyzed the status of over 60 public companies and examined how their positions have changed since the beginning of 2025. Inside, you’ll find our traditional abundance of graphs, numbers, and information across various markets.

This was reported by Sony as part of their latest financial report.

On September 30, Sony concluded the second quarter of fiscal year 2025, releasing a report of the results. Below are the main indicators from the company’s gaming division, which suggest that Bungie is facing some difficulties.

The conflict between Sony and Tencent over the similarity between Light of Motiram and the Horizon series continues to escalate. Sony has submitted a new court filing, in which it commented on the Chinese giant’s attempt to dismiss the lawsuit filed against it.

Former managers of Sony’s gaming division gave an interview to the portal The Game Business, where they shared memories of working at the company in the 1990s. Among other things, they spoke about two deals that fell through.

This information was reported by Hideaki Nishino, Head of Sony Interactive Entertainment, at the Tokyo Game Show 2025.

The Chinese giant Tencent has approached the court with a request to dismiss the lawsuit from Sony, which was filed due to the similarities between the game Light of Motiram and the Horizon series projects. According to Tencent, there is actually no plagiarism involved — Light of Motiram merely incorporates established gaming ideas and concepts.

The failure of individual games is an unavoidable part of business for large corporations like Sony, whose internal studios work on dozens of projects. Hermen Hulst, the head of PlayStation Studios, approaches this philosophically.

Microsoft is spending tens of millions of dollars on promoting games. The analytics company Sensor Tower estimated that from January 1 to August 3, 2025, the corporation invested $44.2 million in game advertising in the United States alone — and this is only for projects on PlayStation, Xbox, and Steam, excluding Nintendo Switch, mobile, and other platforms.

For the past 20 years, AAA game prices have stayed roughly at the same level, despite a significant increase in development costs, stated former PlayStation Studios head Shawn Layden in an interview with GamesIndustry. He believes that this has been a mistake for the gaming industry.

We analyzed data from over 60 public gaming companies to examine how their standings have changed since the beginning of 2025. In this special feature, we include graphs, tables, as well as numerous interesting insights and information about specific publishers and general trends across various markets.

Sudden announcement. Corresponding reaction.

During a conversation with investors, Sony acknowledged that the transformation of the PlayStation business towards game services is not going “completely smoothly.”

Sony has released its financial report for the first quarter ending June 30, 2025. Below are the results for the company’s gaming division.

At the end of July, Sony filed a lawsuit against Tencent, accusing the Chinese company of copyright infringement. We have reconstructed the timeline of events and thoroughly examined the essence of the claims. To navigate the legal intricacies, we were assisted by specialists from Denuo and REVERA.

The Sony Corporation has filed a lawsuit against Tencent, accusing the Chinese giant of copyright infringement. Sony argues that the survival game Light of Motiram, created by Tencent’s subsidiary team, is an outright copy of the Horizon series games.

The Sony Corporation has entered into a strategic partnership agreement with Bandai Namco Holdings. Under this deal, it will acquire 16 million shares of the holding company, paying 68 billion yen ($464.5 million) for them.

In 2021, a group of American gamers sued Sony due to the inability to purchase digital versions of games for its consoles anywhere other than the PlayStation Store. They claimed the company created a monopoly which led to price increases. Recently, Sony attempted to reach a settlement with the plaintiffs, but the court did not approve it.

The situation surrounding Marathon reveals economic and managerial issues within Bungie and PlayStation. Even before its release, this shooter casts doubt on the viability of Sony’s strategy in the live service game sector, and its potential failure could have serious repercussions for the company’s gaming business.