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ARTICLE · 17 NOVEMBER 2025

AI + IP: The Catalyst For Gaming Company Valuations In 2026

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The video gaming industry has grown into a $273 billion global market in 2024 and is projected to reach $656 billion by 2033. Yet valuing studios remains unusually difficult.

United StatesTechnology
Matteo Carli
Matteo Carli
Steph De Vuyst
Steph De Vuyst
Maneel Grover
Maneel Grover
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The video gaming industry has grown into a $273 billion global market in 2024 and is projected to reach $656 billion by 2033. Yet valuing studios remains unusually difficult. While a single successful title can return 1,000%+ on investment, most games fail to break even—creating asymmetric risk-reward profiles that defy conventional valuation frameworks.

AI is now reshaping these valuation dynamics, transforming player engagement, content generation, and monetization. Leading studios are deploying AI not only as a cost-saving tool, but as a revenue engine that personalizes experiences, extends player life cycles, and unlocks new commercial opportunities within live-service environments. AI-driven player engagement measures are already producing ARPU lifts (180%+ in early implementations like OfferFit) and meaningful revenue growth (Tencent attributed 15% YoY gains partly to sustained investments and focus in AI). As investor focus shifts from traditional IP strength

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