U.S. video game content spending up 2% YTD, says Circana

Circana analyst Mat Piscatella said that 2023 has been one of the “best years” for new video games “perhaps ever,” as U.S. video game content spending has grown 2% year-to-date compared to a year ago, at $34.1B. This compares to U.S. content spending in past years of: $33.8B in same period YTD in 2020; $26.6B in same period YTD in 2021; and $33.5B in same period YTD in 2022. Publicly traded companies in the space include Activision Blizzard (ATVI), Electronic Arts (EA), GameStop (GME), Nintendo (NTDOY), Take-Two (TTWO), Tencent (TCEHY), Microsoft (MSFT), Sony (SONY), Roblox (RBLX), Warner Bros. Discovery (WBD), and Ubisoft (UBSFY).