The Memo That Undid 10 Years of XBOX Strategy

The Memo That Undid 10 Years of XBOX Strategy

On July 6th, a roughly thousand-word memo undid a decade of XBOX strategy. Asha Sharma, five months into her tenure as CEO, announced the largest restructuring in XBOX history: approximately 3,200 roles eliminated through FY27, with about 1,600 gone immediately. The move came just two months after we examined Sharma’s first months as CEO. In…

The AI Boom Is Repricing Gaming Hardware and Rewiring the Console Business

The AI Boom Is Repricing Gaming Hardware and Rewiring the Console Business

Something happened this year that had not happened in four decades of console history: every major platform holder raised prices mid-generation, some of them twice. The PS5 now sells for $649.99, up from $499.99 at launch. The Xbox Series X jumped from $499.99 to $799.99. Nintendo is expected to push the Switch 2 from $449.99…

Games Industry

Market Update: UEFN Monetization, Meta’s Vision, and the Future of Consoles

With the games industry in constant evolution, it’s important to occasionally pause and take stock of where things stand. Host Devin Becker is joined by Aaron Bush, Managing Partner and Co-Founder at Naavik, for a wide-ranging check-in on market trends, strategic moves from platform holders and investors, and how the current landscape might evolve from here.  The conversation…

PlayStation

What’s Next for PlayStation?

In today’s issue, we look into Sony’s PlayStation division and how its record profits, driven by platform sales, compare to its less impressive revenue growth and its ambitious live-service game plan. And in our latest podcast episode, we explore Africa’s young gaming market. We also bring you this week’s top news items, as well as a curated list of Content Worth Consuming.

Gaming Powerhouse

2025’s Gaming Landscape: Africa

Africa’s gaming market is young, fast-growing, and mobile-first. In this episode, host Alexandra Takei, Director at Ruckus Games, is joined by Cordel Robbin-Coker, CEO of Carry1st, and Temi Afolabi, a lead on XBOX’s Global Expansion team, to examine the opportunity and hurdles of scaling games in Africa. They break down Africa’s demographics, monetization challenges, and infrastructure gaps. Cordel highlights Carry1st’s…

Live Ops

The State of Publishing and Live Ops

In this conversation, David Taylor sat down with Crystin Cox, Head of Publishing at Arena Net and a 20-yr veteran of the video game industry, to discuss her experiences leading live-ops on Maple Story, monetization on Guild Wars 2, and publishing at Xbox Game Studios Publishing and now Arena Net. They explore how the landscape has evolved over…