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Day Lila

Friday, 28 August 2026

28 Aug · Gaming · In brief

Gaming · Friday, 28 August 2026

Gaming, in brief

18 stories · 32 sources

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What is moving · 1 of 4

Cost of building in North America

High ↑

Saber runs 15 studios and puts none of its development there [2]

What is moving · 2 of 4

Faith in the old sales numbers

Easing ↓

Arrowhead says every business case has lost its floor [1]

What is moving · 3 of 4

Asian studios at the front

Building ↑

Chinese and Korean games opened and filled Gamescom's Opening Night Live [10]

What is moving · 4 of 4

Money still arriving

Steady ↑

Newzoo forecasts $213.9bn spent on games this year [4]

The Helldivers 2 studio says every sales assumption in games should lose a zero

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Arrowhead boss Shams Jorjani told Gamescom the playbooks used from 2010 to 2020 no longer work. [1]

up 6.1%, with mobile taking 57% of it [4]

Who is involved

Who is involved

Why it matters

Newzoo publishes its full report on 10 September; the figure to watch is console revenue with Grand Theft Auto 6 taken out. [3][4]

How it works

The rule you learned came only from the ones that lasted

How it works

Failures disappear faster than successes, so the evidence you can reach has already been sorted by the thing you want to explain.

How it works · step 1 of 5

Many teams try the same thing; most of them fail

How it works · step 2 of 5

The failures stop being visible - cancelled, shut off, forgotten

How it works · step 3 of 5

What is left to study is the ones that lasted

How it works · step 4 of 5

You find what those share and call it the reason

How it works · step 5 of 5

The failures shared it too, and are not there to say so

The twist

The evidence you can still reach has already been sorted by the very thing you are trying to explain.

The catch

Sometimes the shared trait really is the cause. You just cannot tell that from the winners alone, and almost nobody keeps the losers.

The whole

Everyone here is looking where the light is, and that includes us. This briefing is built from studios that still exist to be interviewed.

The whole

The cancelled ones left no interview, and their absence is the exact shape of what we cannot tell you.

Why it works on people

A number with a name attached feels checkable. So take a zero off travels far, and the sentence saying nobody measured the original does not.

Who gains

Saber's argument turns a cost gap into a strategy, and it is the argument its 15 non-American studios are already built on. [2]

Who gains

Studios moved their release dates away from its launch, which Newzoo links to the game being cannibalistic. [3]

Who pays

Publishers only look at the games that sold, so whatever a failed project could have taught is never read. [5]

Who pays

1047 Games stops paying for dedicated servers on 3 September and hands hosting back to players. [8]

Nobody knows yet

Whether Newzoo's console figures hold once Grand Theft Auto 6 is out.

Rosier said the 2027 forecast assumes a PC version nobody has announced, and that on the transition of GTA Online they have no information of any kind. [3]

Nobody knows yet

What SnowRunner actually earned.

Hundreds of millions is Willits' own figure, given in an interview at Gamescom. No audited number appears anywhere in the reporting. [2]

Nobody knows yet

How many games were cancelled this year.

Nobody publishes a count. Tim Cain's point is that these games are simply forgotten, and a project killed before it is announced leaves no record at all. [5]

Good news

The most useful thing anyone said this week was that we should study the games that failed. That is an ordinary, unglamorous idea, and industries do eventually adopt ordinary ideas once enough people say them out loud.

The short version

That's the story in short.

The whole story has 12 more parts.

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The whole story, in 12 parts ↓

Part 1 of 12 · How it unfolded

Part 1 of 12 · How it unfolded

Part 2 of 12

Studios used to assume a game would sell at least a certain amount.

Part 2 of 12

Jorjani's version of that number: take a zero away. [1]

Part 3 of 12

He said the bottom has fallen out of every business case studios had. [1]

Part 4 of 12

Fallout co-creator Tim Cain named the habit underneath it.

Part 4 of 12

Publishers only study the games that sold well, so failure teaches them nothing. [5]

Part 5 of 12

Cain called it survivorship bias, and said the search should also cover what the games that flopped had in common. [5]

Part 6 of 12

Saber's Tim Willits argued the reckoning is North American, not global.

Part 6 of 12

Saber has 3,500 staff across 15 studios and no development in North America. [2]

Part 7 of 12

Willits said Saber's driving game SnowRunner cost around $6 million and has brought in hundreds of millions. [2]

Part 8 of 12

He said World War Z was made by about 50 people and has been played by 32 million. [2]

Part 9 of 12

Newzoo forecasts console revenue up 5.1% this year, to $46.9 billion. [3][4]

Part 10 of 12

Take out Grand Theft Auto 6 and that growth is zero.

Part 10 of 12

Newzoo's Emmanuel Rosier said console revenue would be flat against 2025. [3]

Part 11 of 12

Rosier said the game will be cannibalistic to other releases.

Part 11 of 12

GamesIndustry.biz gives that as the likely reason so many studios moved their dates. [3]

Part 12 of 12

CD Projekt Red now runs The Witcher 4 on PC, PS5 and Xbox every day, because Cyberpunk 2077 was built PC-first and shipped broken. [6]

Tariffs may return to consoles

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Politico reported the White House is weighing tariffs on chips and on the goods that use them, including consoles. [11]

Why it matters

Nintendo raised Switch prices weeks after the 2025 round, which the Supreme Court later ruled unconstitutional. [11]

Nobody knows yet

Whether the console tariffs happen at all.

The report is of proposals under consideration, and Politico's sources said the framework could change drastically in coming weeks. Nothing has been published. [11]

Xbox says it has to get cheap

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Xbox boss Asha Sharma told the BBC the whole industry must innovate on affordability and efficiency. That, she said, is something it has not had to do. [12][13]

Why it matters

She named the cause as the crisis in hardware and components, and said Xbox has not had to think this way before. [12]

Nobody knows yet

Whether the next Xbox has a disc drive.

Sharma declined to confirm or deny it, and answered a question about physical media by describing a feature that converts discs to downloads. [12][14]

The anniversary Xbox costs $899

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Microsoft priced its translucent green 25th-anniversary Xbox at $899, with preorders from 27 August and a 13 November launch. [15]

Why it matters

Under the shell it is an Xbox Series X, which itself now lists at $799.99 after an earlier rise. [16]

Netflix stopped making games

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Netflix dropped its plans for big games. Instead it hosted the Grand Theft Auto 6 extended look, six hours before YouTube got it. [17]

Why it matters

Grand Theft Auto V has sold more than 230 million copies, so the audience was never the problem. [19]

Who gains

It walked back its own games and still got the exclusive first showing of the Grand Theft Auto 6 look, six hours before YouTube. [17]

Creators argued over the rules

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Rockstar told creators they could share reaction content after the Netflix debut, without saying whether they could show footage. [18]

Why it matters

Co-streaming a showcase is normal, and a copyright strike is not a small thing for a channel. [18]

Europe grew by adding countries

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Video Games Europe put 2025 revenue at 30bn euros, after expanding its report from five countries to sixteen. [20]

Why it matters

The original five fell 4%, to 25.7bn euros. [20]

Nobody knows yet

Which number describes Europe.

Video Games Europe reported 30bn euros for 2025 across sixteen countries, while the five countries it counted last year fell 4% to 25.7bn euros. Both are in the same report. [20]

Newzoo disowned its own analyst

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Newzoo said Rosier's remarks that the Epic Games Store cannot recover were not supported by its data and should not be treated as its assessment. [31]

Why it matters

Epic answered with numbers: third-party spending up 57% to a record $400 million in 2025. [31]

Nobody knows yet

Whether the Epic Games Store is recovering or finished.

Newzoo's own analyst said it cannot recover; Newzoo then said the remark was not supported by its data; Epic said third-party spending rose 57% to $400 million. [31]

Saudi state media starts a studio

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MBC Group, 54% owned by Saudi Arabia's Public Investment Fund since 2025, is building a games studio around 1001 Threads of Mizan. [21]

Why it matters

The studio's head calls the region fast-growing, and says it has ruled out using generative AI. [21]

Gamescom sold its whole floor

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Gamescom filled all 233,000 square metres in Cologne, with more than 1,600 exhibitors from 67 countries. Its indie area grew 16%. [22][23]

Why it matters

ChinaJoy drew over 438,000 attendees this year, so the largest games show in the world is in China. [22]

Chinese and Korean games opened Gamescom

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Hoyoverse opened Opening Night Live with Nodusfall, followed by games from Krafton, NetEase, NCSoft and Chengdu's Eclipse Glow Games. [10]

Why it matters

Arrowhead's boss says Asian studios have reached a tipping point in quality. [1]

A Chinese action game's pre-orders

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Alinea Analytics estimates Phantom Blade Zero has taken over 300,000 Steam pre-orders worth $14.5 million, with 1.6 million wishlists. [24]

Why it matters

That is an outside firm's estimate, not a figure from the studio. [24]

Nobody knows yet

How many Steam pre-orders Phantom Blade Zero really has.

The 300,000 units and $14.5 million come from Alinea Analytics, an outside firm. S-Game has published nothing. [24]

Google will police memory-hungry games

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Google told Android developers that apps over its new memory limits will be slowed down and may be shut off, blaming the memory shortage. [25]

Why it matters

Mobile is 57% of what the world spends on games. [4]

Who gains

The memory shortage lets the Play Store write a rule every Android game must meet, enforced by slowing down or shutting off apps that miss it. [25]

Switch 2 goes up $50 on Tuesday

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Nintendo raises the 256GB Switch 2 from $449.99 to $499.99 on 1 September, in the US, Canada, the UK and Europe. [26][27]

Why it matters

Bundles including a game arrive from late September, priced above $500. [27]

Who pays

The 256GB model goes from $449.99 to $499.99 on 1 September in the US, Canada, the UK and Europe. [26]

Movie tie-in games have stopped

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More than 30 licensed movie games came out in 2007. In 2025 the nearest thing was an event server in Minecraft and Fortnite skins. [28]

Why it matters

Half-Life 2 cost $40 million in 2004; Marvel's Spider-Man 2 cost about $300 million. [28]

Xbox is testing ads in streaming

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Xbox is trialling a game streaming tier paid for by ads. An eMarketer survey found 52% of players would quit over repeated disruptive ads. [29]

Why it matters

One in five said good ads would make them play a game more often. [29]

Britain opens a mentoring scheme

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Creative UK launched Fast Forward, sponsored by Barclays and backed by lottery money, matching games, film and TV firms with industry mentors. [30]

Why it matters

It is help running a company, not money to make a game. [30]

Europe's studios re-elect their lobby

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The European Games Developer Federation named its 2026-28 board and re-elected Hendrik Lesser as president, with funding and skills access on its agenda. [32]

Why it matters

Its stated agenda is better access to funding, talent and skills, while Europe's longest-counted markets shrank 4%. [32][20]

Who pays

The five European markets with the longest run of comparable data shrank 4% year-on-year, to 25.7bn euros. [20][32]

The truth, across the day

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What's really going on

An industry is diagnosing its own collapse using only the survivors. Everyone it interviews runs a company that is still here to be asked.

That's the whole Gaming day.

18 stories, 32 sources.