Gaming and Leisure Properties NASDAQ: GLPI reported second-quarter 2026 growth in adjusted funds from operations, or AFFO, as acquisitions, lease escalators and development funding increased cash income. Chairman and Chief Executive Officer Peter Carlino said AFFO rose 10% from a year earlier and described the company's near- and medium-term growth pipeline as highly visible.
Gaming Realms PLC (LSE:GMR, OTCQX:PSDMF, FRA:RNE1) said its core licensing business continued to grow in the first half, despite a sharp increase in UK gambling tax and a decline in non-core brand licensing revenue. The mobile gaming content developer expects group revenue of about £15.5 million and adjusted EBITDA of £6.6 million in the first six months of 2026, versus £16 million and £7.5 million a year ago.
Take-Two Interactive is rated a Buy, driven by underappreciated GTA VI potential and robust existing franchises. TTWO projects FY2027 net bookings of $8–8.2B, with diversified revenue from Rockstar, Zynga, and 2K labels. GTA VI's groundbreaking patents and community gaming create a durable competitive moat and recurring revenue streams.
Boyd Gaming Corporation reported another double miss in Q2. BYD still showed strength in regional operations, driven by strong customer trends and capital investments in existing properties. Weak results in Las Vegas continue to weigh on BYD's overall earnings performance. Disruption at The Suncoast is coming to an end soon, though.
Boyd Gaming NYSE: BYD reported comparable second-quarter growth as strength in its Midwest and South properties, online operations and managed business helped offset continued softness tied to Las Vegas destination travel and construction disruption at Suncoast.
Boyd Gaming (NYSE:BYD | BYD Price Prediction) stands out in gaming heading into its confirmed July 23 earnings release, and the setup is doing most of the work for you.
The VanEck Digital Native Economy ETF (NASDAQ:GENZ) is the same fund that traded for years as the VanEck Gaming ETF, VanEck Vectors Gaming ETF (NASDAQ:BJK), until VanEck flipped its mandate on April 9, 2026.
MSFT's gaming revenues fall as Xbox hardware slumps, but cloud streaming, Game Pass and new content may deepen ties to its cloud ecosystem.
Broadly speaking, whenever an index-based ETF does a rebalancing, it's usually worth taking a closer look at what stocks changed and better understand why the shift happened. This is certainly the case for the Amplify Video Game Leaders ETF (GAMR), which had its index, the VettaFi Video Game Leaders Index, rebalanced on June 18, 2026.
Unity Software delivered excellent Q1 results, and Q2 guidance was similarly upbeat. U's strategic focus on indie and small studio developers, combined with a leaner cost structure, positions it to benefit as the industry shifts away from blockbuster triple-A titles. Vector AI-driven advertising is a key growth driver, with Vector revenues up 80% YoY and the Grow division guiding for ~50% growth in Q2.
Memory has become a crucial bottleneck as AI training programs produce massive amounts of data, and memory companies like Micron Technology Inc. NASDAQ: MU can't keep up with their insatiable demand.
Robust online betting demand and robust Macau gaming revenues bode well for the Gaming industry. Stocks like LVS, MGM, CHDN and RSI benefit from improving industry trends.