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Top News ItemsIndustry News - Week 39, 2025 ( September 22-28 ) |
This week brought significant developments across the global games industry, ranging from corporate shifts at Electronic Arts to hardware pricing changes and new content showcases from PlayStation and Xbox.
Reports suggest Electronic Arts may be close to a historic $50 billion leveraged buyout, led by private equity firm Silver Lake, Saudi Arabia’s Public Investment Fund (already holding 10% of EA), and Affinity Partners, the investment firm of Jared Kushner. EA’s market value rose from $43 billion to nearly $48 billion (+15%) after the news, with its stock jumping from $170 to $192. If completed, this would be one of the largest buyouts in history.
Potential opportunities include fewer pressures from shareholders, higher retained profits, and flexibility to divest IP. However, challenges include reduced transparency—quarterly reporting would no longer be mandatory—and potential withdrawal from third-party data sharing. Given EA’s portfolio (Madden, EA Sports FC, Battlefield, The Sims), reduced visibility could have wide market impact.
Sony’s September State of Play delivered a 40-minute showcase with 21 titles from first- and third-party studios. The presentation reached over 2.4 million YouTube views with a 7:1 like-to-dislike ratio (77K likes, 11 dislikes).
Key announcements included:
Marvel’s Wolverine (Insomniac), positioned as PlayStation’s flagship 2026 release, also expected on Steam at a later date.
Battlefield 6 and Halloween The Game.
Flight Simulator 2024 confirmed for PS5 (December 2025).
Japanese titles such as Code Vien II, The Seven Deadly Sins Origin, and Nioh 3.
Remasters of Deus Ex and Dynasty Warriors 3.
Microsoft confirmed its third price hike for the Xbox Series X since launch, following Sony’s moves with PS5.
Xbox Series X: from $600 to $650 (+8%).
Xbox Series X 2TB: from $730 to $780 (+7%).
Effective October 3, 2025, these increases push the Series X cost 30% higher than its $500 2020 launch price. Microsoft attributes the change to “macroeconomic conditions.”
Outside the U.S., Xbox prices have only risen once (June 2023).
Alongside this, Microsoft priced its upcoming handhelds ahead of the October 16 release:
ROG Xbox Ally X: $1,000.
ROG Xbox Ally: $600.
Both integrate Game Pass and Xbox Cloud streaming.
In Counter-Strike 2, Valve launched the Genesis Uplink Terminal mechanic, a new form of randomized cosmetic acquisition. Players receive up to three days weekly to choose skins, one shown at a time. Declining an item permanently removes it, with subsequent items potentially more or less valuable. Prices are fixed per skin, some reaching $1,600. The format blurs the line between gambling and defined purchase.
Microsoft’s hour-long Tokyo Gameshow showcase reached 445K YouTube views with a 9:1 like ratio (14K upvotes). Highlights included:
Forza Horizon 6, set in Japan (2026).
Call of Duty: Black Ops 7 multiplayer maps also set in Japan.
Japanese locations for Flight Simulator 2024.
New titles: 007: First Light, Ninja Gaiden 4, and Fatal Frame II.
Week 39 combined major corporate restructuring rumors, strategic platform showcases, and pricing shifts impacting both consoles and handhelds. The potential privatization of EA could reshape industry data visibility, while PlayStation and Xbox continue to compete through content pipelines and hardware positioning.
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