Market Development and Growth
The gaming industry is booming and offers attractive opportunities for both players and investors. During the COVID-19 pandemic, the industry achieved a record revenue of over 180 billion US dollars in 2022. Forecasts suggest that the market will grow to approximately 250 billion US dollars by 2028. Since early 2018, the STOXX Global Video Gaming Index has outperformed the S&P 500 by nearly 70 percentage points. Mobile games are expected to generate over 126 billion US dollars in revenue by 2025.
Drivers of Success
Technological innovations such as artificial intelligence (AI), virtual reality (VR), and cloud gaming are central growth drivers. Particularly, e-sports are gaining significance, and hardware manufacturers like Nvidia are benefitting from the increasing demand for powerful hardware for AI applications.
Key Players
| Company | Role/Area | Particulars/Opportunities |
|---|---|---|
| Nintendo | Consoles/Games | Switch successor, strong IPs |
| Tencent | Publisher/Platform | Leading in mobile games & e-sports |
| Roblox | Platform | Metaverse platform |
| Netease | Publisher | Large presence in China & internationally |
| Nvidia | Hardware | GPUs for gaming & AI |
Opportunities for Investors
Analysts see promising profit opportunities in the stocks of leading providers. Successful market development due to new console generations and technological innovations offers diversification options through investments in software/publisher stocks as well as hardware companies.
“In this rapidly growing market, new technologies play a crucial role.”
— Wealth Center Switzerland
Conclusion
Analysts predict positive outlooks for the key players in the gaming industry. An investment offers various ways to participate in the growth of the industry—whether through individual stocks or specialized ETFs.