MediaTalk | Season 3 | Episode 22 – Gaming Landscape Affected by GTA Delay and Metaverse Momentum

MediaTalk host Mike Reynolds joins forces with S&P Global Market Intelligence Kagan analyst Neil Barbour to delve into the latest developments in video games, connected devices, and streaming operating systems.

A key discussion point is the postponement of Grand Theft Auto VI, which has altered projections for console shipments and has pushed the anticipated market recovery to 2026. Neil elaborates on how this delay, along with ongoing tariff influences, is transforming investment strategies within the gaming industry.

The episode also highlights trends in gaming mergers and acquisitions, particularly in global markets, and notes the significant year-over-year surge in metaverse funding observed in the first quarter. Looking forward, Neil shares insights on the future of streaming operating system platforms, predicting considerable growth fueled by advertising and subscription revenues.

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Credits:

Host/Author: Mike Reynolds
Producer/Editor: Sarah James