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Cover Corporation pulls the plug on its HoloEarth metaverse push after costly missteps, leaving the company in a rebuild mode. With profits under pressure and management forced to narrow its focus, the big question is whether Hololive can get back to doing what it does best.Read more

Nintendo leans on its lower-priced Switch line and tight supplier deals to stay ahead in handheld gaming, but that edge could fade if big games skip the system or rivals catch up. With a thin near-term game slate and tougher competition on the horizon, the real test is whether new releases and movies can reignite demand in the next cycle.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

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

MIXI is trying to build a new growth engine beyond its long-running mobile game, leaning into sports through a major acquisition and fast user growth in its betting app. The big question is whether sports can become the next profit driver while its older entertainment business slows and a new global game launch ramps up.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

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