Between GameStop and Ryan Cohen’s clownery and new Xbox leadership’s 100-day death march, it’s another grim moment for the game industry. Former OpenAI head (now Xbox CEO) Asha Sharma laments the hardware crisis caused by… AI. We’re all trying to find the guy that did this, after all.

Look… Sharma is no doubt a sin eater, but as she perches herself on the glass cliff, how many people will suffer? Also: Ubisoft attempts to embargo news of studio closures and layoffs, Destiny 2 rides into the sunset, and… it’s earnings time, so we get to talk about why profits don’t save jobs.

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TIME STAMPS

  • [00:10:24] – Circana Report on U.S. Video Game Spending for April 2026
  • [00:21:33] – Sony FY2025 Consolidated Financial Results 
  • [00:27:34] – Sega Consolidated Financial Results for FY2025-26
  • [00:31:20] – Nintendo Consolidated Financial Results for FY2025-26
  • [00:39:02] – Nintendo’s Ongoing Patent Lawsuit Hits Another Snag
  • [00:42:17] – Square Enix Consolidated Financial Results for FY2025-26
  • [00:45:37] – Capcom Consolidated Financial Results for FY2025-26
  • [00:51:01] – Embracer Group Financial Results for Q4 and Full Year FY2025-26
  • [00:53:21] – Take Two Financial Results for Q4 and Full Year FY2025-26
  • [01:05:52] – Investment Interlude
  • [01:16:21] – Quick Hits
  • [01:35:24] – Labor Report

SOURCES

INVESTMENT INTERLUDE

LABOR REPORT

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