Updated
Updated · Insider Gaming · Jul 16
GameStop Says Software Is Under 12% of Revenue as Collectibles Top Half
Updated
Updated · Insider Gaming · Jul 16

GameStop Says Software Is Under 12% of Revenue as Collectibles Top Half

3 articles · Updated · Insider Gaming · Jul 16

Summary

  • Less than 12% of GameStop’s business now comes from software, Ryan Cohen said, calling it “totally irrelevant” to the retailer’s revenue mix.
  • More than half of revenue comes from collectibles, he said, arguing that a shift to digital-only game launches and disc-less consoles would not materially hurt the company.
  • Sony’s plan to halt physical PlayStation game production from January 2028 has intensified scrutiny of GameStop’s model, long associated with boxed game sales.
  • Cohen said GameStop’s priorities now extend beyond gaming retail, pointing to his continued interest in pursuing an eBay deal despite an earlier rejection.

Insights

Can GameStop's retail stores become its key asset in a high-stakes merger with online giant eBay?
Is Ryan Cohen's 'Meme King' strategy a brilliant financial play or a reckless gamble with GameStop's future?