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AnyColor pulls back from English-speaking markets and doubles down on Japan and Asia, and that shift appears to steady the business while keeping fans and talent onside. The bigger question is whether that focus can keep working now—and whether a healthier base lets its English branch return later with less risk.Read more

Cover Corporation is scrapping its HoloEarth project after heavy spending and now faces a tough rebuild as it refocuses on what actually drives Hololive’s growth. See what went wrong, what can still be saved, and why expectations may need to come down until management tightens execution.Read more

How the RE Engine, a Decade of Remakes, and Cultural Phenomenon Status Are Powering One of Gaming's Most Durable Growth Stories I. The Thesis: Why Capcom Stands Apart As someone who has spent the better part of three decades with a controller in hand, I've watched the gaming industry cycle through booms and busts, studio closures and mass layoffs, and the slow erosion of consumer trust at the hands of rushed releases and predatory monetization.Read more

Macbee Planet shows signs of turning a corner as demand picks up again in finance-related advertising and it trims costs using more automation. The bigger question is whether it can ride the shift toward AI-driven online discovery while rebuilding trust through steady execution.Read more

MIXI leans harder into sports betting and related businesses after absorbing PointsBet, and early user growth suggests this newer arm could become a real profit driver over time. Meanwhile its hit game and other mature apps still throw off cash, but the key question is whether new products and a global launch can offset slowing momentum in the old core.Read more

Ceres builds and buys digital businesses, and the market may be overlooking that track record because its past ties to cryptocurrency grab the attention. The company is now recycling money from a recent sale into new deals and growth plans tied to its points rewards platform and online brands.Read more

Nintendo’s next console could give the business a fresh boost over the next few years, helped by its family-friendly games and growing reach beyond gaming into movies and theme parks. But if the hardware launch disappoints or rivals push harder into portable gaming, the story could look very different.Read more

Risks Are there any risks that your catalysts won't play out as expected? Latest expansion for their main earner (FF14) was not very well received.Read more

DeNA’s mobile games are getting a boost from a breakout Pokémon card app, while its sports and digital healthcare lines aim to add steadier, repeat business. The catch is how much success depends on a few big titles and partners, plus competition and rule changes that could quickly cool the momentum.Read more