Jefferies expects 2025 to be a pivotal year for the gaming industry, with three highly anticipated releases potentially redefining the gaming landscape, according to a Thursday release.
Nintendo (TYO:7974) is set to unveil the Switch 2 in early 2025, a move that could revitalize hardware sales and software pipelines for 3P developers and the gaming company itself, the equity research firm said.
Jefferies expects the new console, which will build on the success of the original Switch, to further solidify Nintendo's position in the market for the next five to 10 years.
Meanwhile, Take-Two's GTA VI, slated for a fall 2025 release, could break sales records and create a significant cultural impact.
The game's release is likely to drive console sales, particularly for Sony Group's (TYO:6758) PlayStation 5, and boost revenue and profits for Take-Two, according to Jefferies.
Capcom's (TYO:9697) Monster Hunter Wilds 2, set for release in February 2025, is also poised to build on the success of its predecessor.
Jefferies sees the sequel driving significant sales for Capcom and Sony, Jefferies said.
Meanwhile, Microsoft's reduced focus on hardware competition with its Xbox series creates an opportunity for Nintendo and Sony to dominate the console market, Jefferies said.
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