Home video games sector New games announced at State of Play, Summer Game Fest, XBOX Games Showcase

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Home video games sector New games announced at State of Play, Summer Game Fest, XBOX Games Showcase

J P M O R G A N Asia Pacific Equity Research

08 June 2026

Home video games sector

New games announced at State of Play, Summer Game

Fest, XBOX Games Showcase

The new game title announcement season for the home console game sector has Japan Equity Research

begun in June. So far, Capcom, Square Enix, SEGA Sammy, Konami and

Games, Internet, Services

BANDAI NAMCO have announced details and release dates for their major new

titles. Announcements from Square Enix, Konami and SEGA Sammy were Junko Yamamura AC

generally in line with our expectations. BANDAI NAMCO's Gundam Rogue Orbit (81-3) 6736-8644

junko.yamamura@jpmorgan.com

and Capcom's Resident Evil RE: Veronica were a bit of a surprise. We need to wait

Ryo Nakagawa

for the next Nintendo Direct event, but we note that many mid-sized new title (81-3) 6736-8643

release dates are beginning to cluster around the late September to early October ryo.nakagawa@jpmorgan.com

period, possibly to avoid overlapping with major titles in 2026. However, we think JPMorgan Securities Japan Co., Ltd.

this could suggest the likelihood of larger-scale new title releases in 2027 is

increasing. In 2026, it will be important for game companies to solidify profits

through mid-sized titles and repeat sales in preparation for 2027. Major flagship

titles are largely presented as multi-platform releases. In terms of enhancing the

third-party title lineup, we believe this represents a positive trend for Nintendo.

• Mid-sized new title releases clustered around late September to early

October 2026: Konami's Silent Hill Townfall is scheduled for release on

September 24, 2026 (our estimate made before the announcement: 3Q