Konvoy published his report on the game industry for the first quarter of 2025 this week, where he revealed more information on industry trends, including venture capital transactions and mergers and acquisitions around the world. According to the report, Konvoy predicts that the game industry is worth $ 186 billion in 2026, an increase of 4.7% from one year to the next. It also shows information on the main transactions of the industry, as well as the effects of climbing relaxation between the United States and China.
The company reports that the game industry has seen 43 mergers and acquisition transactions in the first quarter, the largest acquisition of $ 320 billion in niantic, of $ 320 million, the acquisition of Pleurium de Niantic. He also notes that there were 77 CR transactions during this quarter – which was a drop of 6% compared to the previous quarter. However, the total amount of VC financing was $ 373 million, which was an increase of 35% from the quarter to the next.
Josh Chapman, Managing partner of Konvoy, told Gamesbeat in an interview: “In the first quarter of 2025, North America saw 53% of VS Asia game investments which saw only 33% of the total investment activity in the sector. Local capital groups to build the local transaction market.
One of the other large dishes to remember from the report concerns the ban on the United States on Chinese entities, including the effect he had on games such as Marvel Snap and Clash of Clans. Konvoy adds that he expects the control of the United States to the entities in countries like China is increasing, and that it has the potential to have a significant impact on industry given the way China is involved in games. He also noted that Aubisoft is the last game entity to accept money from a tencent, a Chinese conglomerate.
Gamesbeat questioned Chapman about the tensions between the two entities, and he replied: “Tension for the United States / China revolves around American games requiring a door goalkeeper in China and games out of China with an open entrance to the American market. This imbalance, alongside Tiktok’s tensions, is the source of trade tensions and how it releases the game industry. ”
Konvoy is complete Game industry report Includes regional information and is now available on the company’s website.
