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Top gaming companies saw global revenue growth exceeding 17% in June, with a wave of new releases launching during the summer season.
① In June, leading Chinese gaming companies continued their strong global revenue performance, with 38 Chinese mobile game publishers ranking among the top 100 global mobile game publisher revenue chart, collectively generating $2.06 billion in revenue—an increase of over 17% year-over-year. ② The industry landscape has become increasingly clear, characterized by stable earnings from long-running flagship titles and newer releases progressively entering their revenue ramp-up phase. ③ Recently, new titles launched for the summer season have begun to roll out, which is expected to further boost gaming companies’ revenues.
Research Report Insights | Open Source Securities: Maintains "Buy" rating on Giant Network, bullish on the summer performance of "Supernatural Task Force"
According to a research report by Kairui Securities, Giant Network's Q2 earnings surged significantly, and the firm is optimistic about the summer performance of 'Supernatural Task Force.' The company expects H1 revenue to increase substantially year-over-year, with attributable net profit ranging from RMB 2.0 billion to RMB 2.2 billion, representing a year-over-year increase of 157% to 183%. It forecasts Q2 alone to deliver attributable net profit of RMB 920 million to RMB 1.12 billion, up 114% to 161% year-over-year but down 15% to up 4% quarter-over-quarter, primarily driven by the continued success of 'Supernatural Task Force.' Centered on the Zhengtu IP, the company is simultaneously deepening its focus on traditional hardcore MMOs and has planned 'Zhengtu Classic Edition' and 'Zhengtu 2: Homecoming,' with 'Zhengtu Classic Edition' having commenced pre-
Giant Network (002558): Q2 Earnings Surge; Bullish on 'Supernatural Task Force' Performance This Summer
Q2 non-GAAP profit surged sequentially; attention turns to the performance of recently launched games during the summer season and major new game releases. Maintain "Buy" rating. The company released its H1 2026 earnings guidance, forecasting a significant year-over-year increase in revenue and attributable net profit in the range of RMB 2.0 billion to RMB 2.2 billion.
Giant Network (002558): H1 2026 Earnings Forecast Shows Strong Growth; 'Supernatural Task Force' Advances Long-Term Operations and Overseas Expansion Simultaneously
The company has released its interim earnings guidance for 2026, expecting attributable net profit of RMB 2.00–2.20 billion for the first half of 2026, representing a year-over-year increase of 157.38%–183.12%; and expecting non-GAAP attributable net profit of RMB 2
Giant Network: Giant Network Group Co., Ltd. 2026 Semi-Annual Performance Forecast