Video Games Fortnitely Vol. 25: Summer Games Fest 2026

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Video Games Fortnitely Vol. 25: Summer Games Fest 2026

USA | Interactive Entertainment EquityJuneResearch9, 2026

Exhibit 1 - Weekly Netflix Game ControllerVideo Games Fortnitely Vol. 25: Summer Games

mobile app downloads peaked over 1M with

DAUs also crossing 1M in late May.NFLX'sFest 2026

World Cup game launches Thrursday.

No GTA VI news last week at Summer Games Fest or the big showcases 1.2 Netflix Game Controller Downloads 1.09M

from Sony and Microsoft, but we didn't expect any as Rockstar prefers its own (Millions) 0.81

0.4marketing beats. Of the dozens of games announced last week, none are in Downloads 0.6

November, leaving the month alone to GTA. NFLX's World Cup game launches Weekly 0.20

1/5/2026 1/12/2026 1/19/2026 1/26/2026 2/2/2026 2/9/2026 2/16/2026 2/23/2026 3/2/2026 3/9/2026 3/16/2026 3/23/2026 3/30/2026 4/6/2026 4/13/2026 4/20/2026 4/27/2026 5/4/2026 5/11/2026 5/18/2026 5/25/2026 6/1/2026Thursday, played in Netflix on TV with a phone as the controller. The NFLX

.controller app crossed 1M downloads last week, most ever, and we look for Week Starting Date Source: Company data, Jefferies

another spike this week.

GTA VI was the elephant in the room at Summer Games Fest: We continue to miss E3 proper,

but last week held the annual June game announcement shows of Sony State of Play, Summer

Games Fest, and the Xbox Showcase. Notably absent was any news for GTA VI, but we were not

surprised. Rockstar rarely attends big industry showcases, preferring to run its own events/trailer

reveals to be the sole focus. However, GTA VI's presence was absolutely felt in the release calendar.

With the 2026 release slate fully mapped out after last week's announcements, there are notably

more launches in September and early October than usual, and none in November.