As gamers count down to the launch of Nintendo’s next-generation Switch console tomorrow, leading global video-game stocks are levelling up well ahead of Wall Street’s main index.
While the S&P 500 has delivered a respectable 12% total return over the past 12 months, the gaming sector’s revaluation is being fuelled by always‑on digital revenues, franchises that leap from consoles to cinema, and disciplined, sustainable growth.
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Gaming stocks’ outsized returns in 2025 aren’t just a function of cyclical tailwinds from blockbuster launches like GTA VI or the upcoming Switch 2. What we’re witnessing is a structural revaluation of the sector.
The shift to digital distribution and live‑service models has turned what used to be hit‑driven publishers into recurring‑revenue machines, with Capcom’s [TYO:9697] 78% digital share now the industry benchmark.
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