RallyCarDelta Gaming
@gameoverthirty.bsky.social
MBA. Senior Technical Manager. I discuss the business of video games (and I have a game review podcast).
Podcast: https://concisegamereviews.podbean.com/
Long Form Writing: https://gameoverthirty.com/
Podcast: https://concisegamereviews.podbean.com/
Long Form Writing: https://gameoverthirty.com/
Microsoft's #Xbox publishing document is now available to the public (free).
This is the first step in what MSFT describes as their plan to make game publishing across Xbox platform easier to understand. We should expect additional improvements in the future.
developer.microsoft.com/en-us/games/...
This is the first step in what MSFT describes as their plan to make game publishing across Xbox platform easier to understand. We should expect additional improvements in the future.
developer.microsoft.com/en-us/games/...
Unlocking Access to Game Publishing Documentation for All Developers
We’re removing barriers to learning and making it easier for teams of all sizes to understand what it takes to ship a game on Xbox.
developer.microsoft.com
November 14, 2025 at 2:29 PM
Microsoft's #Xbox publishing document is now available to the public (free).
This is the first step in what MSFT describes as their plan to make game publishing across Xbox platform easier to understand. We should expect additional improvements in the future.
developer.microsoft.com/en-us/games/...
This is the first step in what MSFT describes as their plan to make game publishing across Xbox platform easier to understand. We should expect additional improvements in the future.
developer.microsoft.com/en-us/games/...
Ubisoft announced their H1 FYE 2026 earnings report is delayed. They halted the trading of their shares starting Nov 14, until the H1 report is released.
Some kind of major company announcement, likely related to structure? Who knows.
staticctf.ubisoft.com/8aefmxkxpxwl...
Some kind of major company announcement, likely related to structure? Who knows.
staticctf.ubisoft.com/8aefmxkxpxwl...
staticctf.ubisoft.com
November 13, 2025 at 5:45 PM
Ubisoft announced their H1 FYE 2026 earnings report is delayed. They halted the trading of their shares starting Nov 14, until the H1 report is released.
Some kind of major company announcement, likely related to structure? Who knows.
staticctf.ubisoft.com/8aefmxkxpxwl...
Some kind of major company announcement, likely related to structure? Who knows.
staticctf.ubisoft.com/8aefmxkxpxwl...
Valve isn't coming for the traditional Xbox & PlayStation console user with the new Steam Machine.
youtube.com/shorts/CLUYb...
youtube.com/shorts/CLUYb...
The new Steam Machine isn't targeting PlayStation and Xbox console users. #SteamMachine #Playstation
YouTube video by RallyCarDelta Gaming
youtube.com
November 13, 2025 at 2:42 AM
Valve isn't coming for the traditional Xbox & PlayStation console user with the new Steam Machine.
youtube.com/shorts/CLUYb...
youtube.com/shorts/CLUYb...
Valve isn't selling a #SteamMachine, VR headset, or a Steam Deck, to get you into Steam. They don't need user acquisition.
They are trying to sell you new hardware so that you have another reason to buy content (for the living room, VR headset, etc.)
They are trying to sell you new hardware so that you have another reason to buy content (for the living room, VR headset, etc.)
November 13, 2025 at 1:32 AM
Valve isn't selling a #SteamMachine, VR headset, or a Steam Deck, to get you into Steam. They don't need user acquisition.
They are trying to sell you new hardware so that you have another reason to buy content (for the living room, VR headset, etc.)
They are trying to sell you new hardware so that you have another reason to buy content (for the living room, VR headset, etc.)
To be fair to #Sony, they did mention #Xbox by name during the Q2 conference call.
- "Live service" is now more than 40% of #PlayStation first party revenue.
- Sony credits Xbox with a boost in sales of #Helldivers2.
- "Live service" is now more than 40% of #PlayStation first party revenue.
- Sony credits Xbox with a boost in sales of #Helldivers2.
November 11, 2025 at 6:23 PM
To be fair to #Sony, they did mention #Xbox by name during the Q2 conference call.
- "Live service" is now more than 40% of #PlayStation first party revenue.
- Sony credits Xbox with a boost in sales of #Helldivers2.
- "Live service" is now more than 40% of #PlayStation first party revenue.
- Sony credits Xbox with a boost in sales of #Helldivers2.
There's a reason several other buyers passed up on Bungie.
November 11, 2025 at 2:58 PM
There's a reason several other buyers passed up on Bungie.
November 11, 2025 at 2:30 PM
Sony took three non-cash write downs in G&NS (#PlayStation) in what was otherwise a healthy quarter.
1) Destiny 2 value write down.
2) Taking the immediate charge for capitalized development (likely never to be realized in value).
3) Misc long term write off
youtube.com/shorts/LqE97...
1) Destiny 2 value write down.
2) Taking the immediate charge for capitalized development (likely never to be realized in value).
3) Misc long term write off
youtube.com/shorts/LqE97...
Sony took a 200 million USD write down on Destiny 2. #destiny2 #playstation #earnings
YouTube video by RallyCarDelta Gaming
youtube.com
November 11, 2025 at 5:18 AM
Sony took three non-cash write downs in G&NS (#PlayStation) in what was otherwise a healthy quarter.
1) Destiny 2 value write down.
2) Taking the immediate charge for capitalized development (likely never to be realized in value).
3) Misc long term write off
youtube.com/shorts/LqE97...
1) Destiny 2 value write down.
2) Taking the immediate charge for capitalized development (likely never to be realized in value).
3) Misc long term write off
youtube.com/shorts/LqE97...
There was always going to be a smash hit game that uses Gen A.I. at some point. It's here now, apparently.
No individual is forced to buy anything, but you cannot control the numbers as mass. The market determines the end result, right, wrong or indifferent.
No individual is forced to buy anything, but you cannot control the numbers as mass. The market determines the end result, right, wrong or indifferent.
November 10, 2025 at 10:35 PM
There was always going to be a smash hit game that uses Gen A.I. at some point. It's here now, apparently.
No individual is forced to buy anything, but you cannot control the numbers as mass. The market determines the end result, right, wrong or indifferent.
No individual is forced to buy anything, but you cannot control the numbers as mass. The market determines the end result, right, wrong or indifferent.
Total headcount across the games industry is in a correction phase, but that doesn't mean everyone is reducing numbers. It's something of a mixed bag, and except for the closures, many studios / businesses are trying to stay the course.
November 10, 2025 at 2:51 PM
Total headcount across the games industry is in a correction phase, but that doesn't mean everyone is reducing numbers. It's something of a mixed bag, and except for the closures, many studios / businesses are trying to stay the course.
Sony is broadcasting a State of Play Japan on November 11.
"This Tuesday, we’re bringing you a special episode of State of Play running for more than 40 minutes, focusing on games created in Japan and across Asia, alongside a few other exciting updates."
blog.playstation.com/2025/11/10/s...
"This Tuesday, we’re bringing you a special episode of State of Play running for more than 40 minutes, focusing on games created in Japan and across Asia, alongside a few other exciting updates."
blog.playstation.com/2025/11/10/s...
State of Play Japan airs this Tuesday, November 11
Tune in for a special episode featuring announcements and updates on games from Japan and across Asia.
blog.playstation.com
November 10, 2025 at 1:55 PM
Sony is broadcasting a State of Play Japan on November 11.
"This Tuesday, we’re bringing you a special episode of State of Play running for more than 40 minutes, focusing on games created in Japan and across Asia, alongside a few other exciting updates."
blog.playstation.com/2025/11/10/s...
"This Tuesday, we’re bringing you a special episode of State of Play running for more than 40 minutes, focusing on games created in Japan and across Asia, alongside a few other exciting updates."
blog.playstation.com/2025/11/10/s...
1/
Mark Cerny confirms that the future foundation of #PlayStation hardware will be focused on broader compatibility. Developers will find it easier to transition to other consoles, PCs, etc., since the technology is shared between AMD and PS specific boards.
www.digitalfoundry.net/news/2025/10...
Mark Cerny confirms that the future foundation of #PlayStation hardware will be focused on broader compatibility. Developers will find it easier to transition to other consoles, PCs, etc., since the technology is shared between AMD and PS specific boards.
www.digitalfoundry.net/news/2025/10...
Mark Cerny talks Project Amethyst, future Sony hardware: "You have indeed spotted the win!"
We had questions, Sony's lead architect has answers.
www.digitalfoundry.net
November 8, 2025 at 4:26 PM
1/
Mark Cerny confirms that the future foundation of #PlayStation hardware will be focused on broader compatibility. Developers will find it easier to transition to other consoles, PCs, etc., since the technology is shared between AMD and PS specific boards.
www.digitalfoundry.net/news/2025/10...
Mark Cerny confirms that the future foundation of #PlayStation hardware will be focused on broader compatibility. Developers will find it easier to transition to other consoles, PCs, etc., since the technology is shared between AMD and PS specific boards.
www.digitalfoundry.net/news/2025/10...
A new content patch for #HaloInfinite is scheduled for November 18th, 2025.
It is the last major update planned for the game, outside of fixes / patches. The game is (obviously) not being sunset, but #Halo Studios is now focused on upcoming titles.
www.halowaypoint.com/news/operati...
It is the last major update planned for the game, outside of fixes / patches. The game is (obviously) not being sunset, but #Halo Studios is now focused on upcoming titles.
www.halowaypoint.com/news/operati...
Operation: Infinite Update Preview
<p>To celebrate the Spartans who have captured flags, reigned over hills, and slayed beside us in Halo Infinite multiplayer, we’re making our final planned update bigger than ever.</p>
www.halowaypoint.com
November 7, 2025 at 11:15 PM
A new content patch for #HaloInfinite is scheduled for November 18th, 2025.
It is the last major update planned for the game, outside of fixes / patches. The game is (obviously) not being sunset, but #Halo Studios is now focused on upcoming titles.
www.halowaypoint.com/news/operati...
It is the last major update planned for the game, outside of fixes / patches. The game is (obviously) not being sunset, but #Halo Studios is now focused on upcoming titles.
www.halowaypoint.com/news/operati...
Now in short form:
Nintendo Switch 2 is selling, primarily, to Switch 1 owners.
youtube.com/shorts/6m-NA...
Nintendo Switch 2 is selling, primarily, to Switch 1 owners.
youtube.com/shorts/6m-NA...
Nintendo confirms Switch 2 sales will primarily come from Switch 1 owners. #nintendoswitch #gaming
YouTube video by RallyCarDelta Gaming
youtube.com
November 7, 2025 at 6:27 PM
Now in short form:
Nintendo Switch 2 is selling, primarily, to Switch 1 owners.
youtube.com/shorts/6m-NA...
Nintendo Switch 2 is selling, primarily, to Switch 1 owners.
youtube.com/shorts/6m-NA...
In the H1 FYE 2026 Q&A session, Nintendo executives confirm that they are in a phase where they expect sales of the #Nintendo Switch 2 to come primarily from Switch 1 owners.
November 7, 2025 at 5:51 PM
In the H1 FYE 2026 Q&A session, Nintendo executives confirm that they are in a phase where they expect sales of the #Nintendo Switch 2 to come primarily from Switch 1 owners.
While I believe #Roblox should have put additional safeguards in place sooner (I've been consistent), I find it amusing that the big content creators, who are
1) definitely not "conservative" and
2) constantly criticizing #Roblox (moral entrepreneurs),
are now on the same side as Ken Paxton. 😆
1) definitely not "conservative" and
2) constantly criticizing #Roblox (moral entrepreneurs),
are now on the same side as Ken Paxton. 😆
November 7, 2025 at 5:34 PM
Take-Two Q2 FYE 2026 summary:
Bookings up significantly.
Guidance Raised.
Still spending money like it's water.
NBA2K + Mobile were highlighted.
ir.take2games.com/static-files...
Bookings up significantly.
Guidance Raised.
Still spending money like it's water.
NBA2K + Mobile were highlighted.
ir.take2games.com/static-files...
November 6, 2025 at 10:38 PM
Take-Two Q2 FYE 2026 summary:
Bookings up significantly.
Guidance Raised.
Still spending money like it's water.
NBA2K + Mobile were highlighted.
ir.take2games.com/static-files...
Bookings up significantly.
Guidance Raised.
Still spending money like it's water.
NBA2K + Mobile were highlighted.
ir.take2games.com/static-files...
I would like to know internal T2 projections for #Borderlands4 compared to launch numbers. Take-Two reports "softness" in the launch. Just curious, not because I'm dunking on them.
November 6, 2025 at 10:33 PM
I would like to know internal T2 projections for #Borderlands4 compared to launch numbers. Take-Two reports "softness" in the launch. Just curious, not because I'm dunking on them.
Square Enix revealed they are pulling their development processes back to Japan. (Business plan update follow the H1 2026 report.)
It also appears that support functions, and general personnel allocations, are under review. Everything is being scrutinized.
www.hd.square-enix.com/eng/ir/pdf/2...
It also appears that support functions, and general personnel allocations, are under review. Everything is being scrutinized.
www.hd.square-enix.com/eng/ir/pdf/2...
November 6, 2025 at 8:09 PM
Square Enix revealed they are pulling their development processes back to Japan. (Business plan update follow the H1 2026 report.)
It also appears that support functions, and general personnel allocations, are under review. Everything is being scrutinized.
www.hd.square-enix.com/eng/ir/pdf/2...
It also appears that support functions, and general personnel allocations, are under review. Everything is being scrutinized.
www.hd.square-enix.com/eng/ir/pdf/2...
Nintendo released their H1 numbers for fiscal year ending March 2026. Overall, the Switch 2 launch is a runaway success for Nintendo, at least at this time. Full year guidance was raised based on new expectations.
Slide Deck: www.nintendo.co.jp/ir/pdf/2025/...
Slide Deck: www.nintendo.co.jp/ir/pdf/2025/...
November 4, 2025 at 10:01 PM
Nintendo released their H1 numbers for fiscal year ending March 2026. Overall, the Switch 2 launch is a runaway success for Nintendo, at least at this time. Full year guidance was raised based on new expectations.
Slide Deck: www.nintendo.co.jp/ir/pdf/2025/...
Slide Deck: www.nintendo.co.jp/ir/pdf/2025/...
Fantastic Pixel Castle is likely shutting down on November 17, 2025. The market now heavily saturated, FPC's MMORPG was likely still years from launch.
www.linkedin.com/posts/greg-s...
www.linkedin.com/posts/greg-s...
November 4, 2025 at 2:40 AM
Fantastic Pixel Castle is likely shutting down on November 17, 2025. The market now heavily saturated, FPC's MMORPG was likely still years from launch.
www.linkedin.com/posts/greg-s...
www.linkedin.com/posts/greg-s...
Come check out my crude process flow that explains why Microsoft has nearly zero interest in selling additional #Xbox Series units.
Warning. Supply chain economics.
youtube.com/shorts/MTSUg...
Warning. Supply chain economics.
youtube.com/shorts/MTSUg...
November 1, 2025 at 7:56 PM
Come check out my crude process flow that explains why Microsoft has nearly zero interest in selling additional #Xbox Series units.
Warning. Supply chain economics.
youtube.com/shorts/MTSUg...
Warning. Supply chain economics.
youtube.com/shorts/MTSUg...
The #Roblox 13+ segment saw bonkers level growth over the past 4 quarters, especially Q2 to Q3:
www.youtube.com/shorts/lKSts...
www.youtube.com/shorts/lKSts...
Roblox 13+ segment engagement hours spiked in 3Q 2025. #Roblox #gamingnews #growagarden
YouTube video by RallyCarDelta Gaming
www.youtube.com
November 1, 2025 at 1:28 AM
The #Roblox 13+ segment saw bonkers level growth over the past 4 quarters, especially Q2 to Q3:
www.youtube.com/shorts/lKSts...
www.youtube.com/shorts/lKSts...
At some point we need to admit that #Roblox is more than just a big gaming platform. It's becoming a cultural entertainment phenomenon. Despite already being of the biggest engagement engines in games, they saw explosive growth over the last two quarters.
s27.q4cdn.com/984876518/fi...
s27.q4cdn.com/984876518/fi...
s27.q4cdn.com
October 30, 2025 at 6:10 PM
At some point we need to admit that #Roblox is more than just a big gaming platform. It's becoming a cultural entertainment phenomenon. Despite already being of the biggest engagement engines in games, they saw explosive growth over the last two quarters.
s27.q4cdn.com/984876518/fi...
s27.q4cdn.com/984876518/fi...