NOTE: This page uses real-time stock quotes. Load times may be slower than usual. Information about specific companies is not intended to be a complete description, nor of their securities, nor is this study an offer to buy or sell such securities.DFC does not underwrite or own the securities of the companies the analysts cover. Investors should not rely solely on an analyst’s recommendation when deciding whether to buy, hold, or sell a stock and should consult a stock professional for their investment guidance.
DFC Intelligence tracks companies active in the video game hardware space. This includes video game console systems, PC manufacturers, and accessories providers. Many companies active in hardware are classified in the conglomerates category because they have diversified product offerings. Nintendo, Sony, and Microsoft are not pure hardware plays but are included here because they provide core dedicated video game consoles.
The DFC Intelligence Video Game Stock Market Index includes multiple hardware companies but not all of the companies listed here. For detailed information on individual companies click on the company link.
The Nintendo Switch is arguably the most successful video game system ever. At least for Nintendo, if not for major third-party publishers. Of course, nothing lasts forever and inevitably Nintendo will need to release a new system. Given current market conditions, a major question is will a new Nintendo console with a strong online component for live service games make the PlayStation 5 obsolete?
Switch In Downcycle
Switch sales hit records in b…..
As the first quarter of 2022 comes to an end video game console shortages remain a major issue. Sales potential for both hardware and software has been limited and will remain as an issue throughout the rest of the year. While market growth is still expected, DFC’s forecasts have been lowered in expectation of limited supply.
The latest DFC Intelligence forecasts expect 4% growth in the video ga…..
For several years DFC Intelligence has forecasted that PlayStation systems will continue to outperform Xbox systems by a significant margin. During 2021 there was some suggestion that interest in the Xbox Series X/S would increase with the Game Pass service and new exclusives like Halo Infinite and Forza Horizon 5. However, the latest DFC survey shows that consumers are still leaning heavily towards PlayStation and Nintendo systems.
In a detailed survey conducted in October/November th…..
It has always been a great irony that, as video game software has gone digital, spending on hardware to play games has soared. Unlike other entertainment industries, video game hardware is definitely not a commodity.
DFC Intelligence forecasts that global spending on video game hardware will grow from $82 billion in 2021 to $135 billion in 2026. This includes console systems, PC hardware used for games and accessories such as controllers, headsets, gaming keyboards an…..
According to the latest report from DFC Intelligence the video game accessories market soared to $11 billion in 2020. While much of this growth was driven by stay-at-home orders and new console systems, long-term growth is expected to continue. By 2025, DFC forecasts the video game accessories market will reach $15 billion.
The video game accessories market sa…..
The latest console forecasts for DFC Intelligence have been lowered to take into account shortages that are expected to last throughout the year. The good news is demand remains at record levels and video game sales continue to soar. However, the shortage could hurt the long-term future of the PlayStation 5.
At the 2020 launch of the new systems consumers were leaning heavily towards the PlayStation 5 over the Xbox Series X/S. With the hardware shortage, Microsoft now has breathing spa…..
The DFC Intelligence Game Hardware Stock Index focuses on companies whose primary business is providing hardware. More detailed info can be found by clicking on the company name. Some hardware companies are included in the conglomerate category.