PSA Media & Entertainment: Japanese Video Games Industry Outlook
The Japanese video game sector joined in the global sell-off in video game stocks that has been in place since mid-2025. However, the sector put in a decent set of numbers in 2025 Q4, and has got off to a good start in 2026. We remain wary of the impact of higher memory chip prices, but view AI concerns as misplaced, at least when it comes to content producers. Several Japanese video game stocks have potential hits in 2026, but one stock stands out.Tags: Betashares Video Game and Esports ETF (GAME AU), Sony (6758 JT), Nintendo (7974 JT), Capcom (9697 JT), Square Enix (9684 JT), Konami (9766 JT), Bandai Namco (7832 JT), Koei Tecmo (3635 JT), Sega Sammy (6460 JT), DeNA (2432 JT), Gree (3632 JT), Mixi (2121 JT), GungHo (3765 JT), KLab (3656 JT), Colopl (3668 JT), Kadokawa (9468 JT), Akatsuki (3932 JT), Marvelous (7844 JT), Take Two Interactive (TTWO US), Paramount (PSKY US), Alphabet (GOOGL US), Tencent (700 HK), Warner Bros Discovery (WBD US), NetEase (NTES US), Netflix (NFLX US), IO Interactive (pvt), The Pok?mon Group (pvt), Arc System Works (pvt), Sandfall Interactive (pvt)
Founded in 2009, Pelham Smithers Associates (PSA) provides market intelligence on Asian technology, focusing in particular on Japan. The industries covered by our team of specialists are: consumer electronics, telecomms, pharmaceuticals, internet, electronic parts and materials, automotive technology, retail and capital goods.
PSA produces both company and sector reports. The focus of PSA’s research is to identify winners and losers as new technologies impact the top and bottom lines of corporations. Critical to our research is the clear explanation of how these new technologies work and how they impact companies and industries.
The founding partners have worked closely together for twenty years and the team has more than doubled in size since 2012.
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