Games industry projected to go up to $186B in 2026 | Konvoy

This week, Konvoy released a gaming industry report for the first quarter of 2025, as it revealed more information about the trends in the industry, including investment capital deals, integration and acquisitions worldwide. According to the report, Konvoy expects the value of the game industry to be $ 186 billion in 2026, an increase of 4.7 % on an annual basis. It also shows information about the main deals in this industry, as well as the effects of the escalating separation between the United States and China.

The company stated that the game industry witnessed 43 of the merger and acquisitions in the first quarter, as the acquisition of Scopely was worth $ 3.5 billion for the Niantic games section, and the Modern Times Group’s acquisition of $ 620 million. It also indicates that there are 77 VC deals in this quarter – which were 6 % from the previous quarter. However, the total amount of VC financing was $ 373 million, which is more than 35 % quarter of a quarter.

“In the first quarter of 2025, North America witnessed 53 % of the games of games against Asia, which only witnessed 33 % of the total investment capital in this sector. There are no local capital groups to build the local transactions market,” Josh Chapman, an administrative partner in Confavi, said in an interview.

One of the other main meals of the report relates to the US ban on Chinese entities, including the effect it had on games like Marvel Snap and Clash of Clans. Confuci adds that the United States is expected to increase on entities in countries like China, and that this has the ability to have a great impact on the industry given how China participates in games. He also indicated that Ubisoft is the latest games entity to accept money from Tencent, a Chinese group.

Gamesbeat Chapman asked about tensions between the two entities, and replied, “The tension for the United States/China revolves around the American games that require the gatekeeper in China and games from China that links it in the United States market. This imbalance, along with Tiktok tensions, is the source of commercial repetition and how it is linked to the game of games.”

The Konvoy Games Industry report includes regional visions and is now available on the company’s website.