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Globant's "Game On" Report Reveals Five Forces Redefining Gaming's Digital Future in 2026

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Globant (GLOB) released its "Game On" Report on Nov 18, 2025, identifying five forces reshaping gaming in 2026: platform shift to portables and cloud, AI adoption in development and ops, deep engagement via franchises, creator-driven discovery, and rising regulatory pressure on monetization and AI. The report cites $189 billion projected global gaming revenues in 2025 (Newzoo) and a 97% developer AI adoption rate (Google Cloud Games Report 2025). It warns that large acquisitions in 2025 are altering competition and that studios must integrate AI responsibly, prioritize player trust, and design cloud-first experiences to stay competitive.

Globant (GLOB) ha pubblicato il suo rapporto 'Game On' il 18 novembre 2025, identificando cinque forze che rimodelleranno il gaming nel 2026: spostamento di piattaforma verso portatili e cloud, adozione dell'IA nello sviluppo e nelle operazioni, forte coinvolgimento tramite franchise, scoperta guidata dai creatori e crescente pressione normativa su monetizzazione e IA. Il rapporto cita 189 miliardi di dollari di entrate globali nel gaming nel 2025 (Newzoo) e un 97% tasso di adozione dell'IA tra gli sviluppatori (Google Cloud Games Report 2025). Avverte che grandi acquisizioni nel 2025 stanno cambiando la concorrenza e che gli studi devono integrare l'IA in modo responsabile, dare priorità alla fiducia dei giocatori e progettare esperienze cloud-first per rimanere competitivi.
Globant (GLOB) publicó su informe 'Game On' el 18 de noviembre de 2025, identificando cinco fuerzas que están dando forma al gaming en 2026: cambio de plataforma hacia dispositivos portátiles y la nube, adopción de IA en desarrollo y operaciones, compromiso profundo mediante franquicias, descubrimiento impulsado por creadores y mayor presión regulatoria sobre monetización e IA. El informe cita 189 mil millones de dólares de ingresos globales en gaming en 2025 (Newzoo) y una tasa de adopción de IA entre los desarrolladores del 97% (Google Cloud Games Report 2025). Advierte que grandes adquisiciones en 2025 están alterando la competencia y que los estudios deben integrar la IA de forma responsable, priorizar la confianza de los jugadores y diseñar experiencias centradas en la nube para mantenerse competitivos.
Globant (GLOB)은 2025년 11월 18일에 'Game On' 보고서를 발표하며 2026년 게임 산업을 바꿀 다섯 가지 힘으로 플랫폼 전환을 핸드헬드와 클라우드로, 개발 및 운영에서의 AI 채택, 프랜차이즈를 통한 깊은 참여, 크리에이터 중심의 발견, 수익화와 AI에 대한 규제 압력 증가를 꼽았다. 보고서는 2025년 글로벌 게임 매출이 $1890억으로 전망되며(Newzoo) 개발자 AI 채택률 97% (Google Cloud Games Report 2025)을 언급한다. 또한 2025년의 대형 인수들이 경쟁 구도를 바꾸고 있으며 스튜디오가 AI를 책임감 있게 통합하고 플레이어 신뢰를 우선시하며 클라우드 우선의 경험을 설계해야 경쟁력을 유지할 수 있다고 경고한다.
Globant (GLOB) a publié son rapport « Game On » le 18 novembre 2025, identifiant cinq forces qui redessinent le jeu en 2026: changement de plateforme vers les portables et le cloud, adoption de l'IA dans le développement et les opérations, un engagement profond via les franchises, une découverte axée sur les créateurs et une montée de la pression réglementaire sur la monétisation et l'IA. Le rapport cite 189 milliards de dollars de revenus mondiaux du jeu en 2025 (Newzoo) et un taux d'adoption de l'IA par les développeurs de 97% (Google Cloud Games Report 2025). Il avertit que les grandes acquisitions de 2025 transforment la concurrence et que les studios doivent intégrer l'IA de manière responsable, privilégier la confiance des joueurs et concevoir des expériences cloud-first pour rester compétitifs.
Globant (GLOB) hat am 18. November 2025 seinen Bericht 'Game On' veröffentlicht und fünf Kräfte identifiziert, die das Gaming 2026 verändern: Plattformwechsel zu portablen Geräten und Cloud, AI-Einführung in Entwicklung und Betrieb, tiefe Einbindung über Franchise-Modelle, von Creators getriebene Entdeckung und zunehmender regulatorischer Druck bei Monetarisierung und KI. Der Bericht verweist auf 189 Milliarden Dollar weltweite Gaming-Umsätze im Jahr 2025 (Newzoo) und eine 97% Adoptionsrate von KI bei Entwicklern (Google Cloud Games Report 2025). Er warnt, dass große Übernahmen im Jahr 2025 den Wettbewerb verändern und Studios KI verantwortungsvoll integrieren, das Vertrauen der Spieler priorisieren und cloud-first-Erlebnisse entwerfen müssen, um wettbewerbsfähig zu bleiben.
أصدرت شركة Globant (GLOB) تقريرها 'Game On' في 18 نوفمبر 2025، معرّفة خمس قوى تشكّل ألعاب الفيديو في عام 2026: تحول المنصة إلى الأجهزة المحمولة والسحابة، اعتماد الذكاء الاصطناعي في التطوير والعمليات، ارتباط عميق من خلال الامتيازات، اكتشاف مدفوع من قبل المبدعين، وتزايد الضغط التنظيمي على تحقيق العائدات والذكاء الاصطناعي. ويشير التقرير إلى $189 مليار من إيرادات الألعاب العالمية في 2025 (Newzoo) ونسبة اعتماد الذكاء الاصطناعي لدى المطورين تبلغ 97% (Google Cloud Games Report 2025). ويحذر من أن عمليات الاستحواذ الكبرى في 2025 ستغيّر المنافسة وأن على الاستوديوهات دمج الذكاء الاصطناعي بمسؤولية، إعطاء الأولوية لثقة اللاعبين، وتصميم تجارب قائمة على السحابة للبقاء في المنافسة.
Positive
  • $189B projected global gaming revenues in 2025
  • 97% of developers using AI for asset creation and ops
  • Shift to portable and cloud platforms expands play-anywhere access
Negative
  • Regulators targeting loot boxes, gacha and opaque AI monetization
  • Large 2025 acquisitions are reshaping competitive landscape
  • New report from Globant uncovers the trends driving game development and player preferences in 2026
  • Globant report analyzes how Gaming is being reshaped by AI-driven content, portable and cloud platforms, and creator-led ecosystems

NEW YORK, Nov. 18, 2025 /PRNewswire/ -- Globant, a digitally native company that helps organizations thrive in a digital and AI-powered future, today released its latest "Game On" Report, outlining the major shifts defining the next era of the global Gaming industry. 2026 will be defined not just by entertainment, but by infrastructure, intelligence, and trust, especially as AI adoption brings new opportunities and challenges for game developers.

Global gaming revenues are projected to reach $189 billion this year (Newzoo, 2025), with evolving player expectations and disruptive technologies transforming how the industry creates, delivers, and sustains experiences.

According to the report, gaming's transformation is no longer just about better graphics or bigger worlds — it's about the systems that power them. Portables and cloud platforms are changing where and how people play. AI is optimizing the development process. Creators are driving discovery, and regulators are redefining the rules of trust and monetization.

These shifts collectively mark a new chapter for the industry — one where innovation, responsibility, and player connection are inseparable. Globant's report identifies five forces that will define this new era:

  1. Platform Shift: The Rise of Portables and Cloud-Optimized Gaming. Gaming is moving beyond fixed consoles as handheld, hybrid, and cloud platforms rise in popularity. The focus has shifted from hardware power to seamless, portable access and play-anywhere continuity.
  2. AI Adoption in Development & Operations. AI is transforming how games are built, with 97% of developers using AI to accelerate asset creation (Google Cloud Games Report 2025), playtesting, and localization. When used correctly, AI becomes a creative ally that expands innovation capacity.
  3. Deep Engagement & the Power of Legacy Franchises. Growth is shifting from new players to lasting engagement, with studios prioritizing retention via live services, expansions, and remasters.
  4. Creator-Driven Discovery & UGC Ecosystems. Creators now dictate discovery and engagement. TikTok, YouTube, and Twitch have overtaken traditional advertising for game discovery, turning players into co-developers and monetized creators.
  5. Regulatory Pressure & the New Era of Trust. Accountability is reshaping monetization and design. Governments are targeting loot boxes, gacha systems, and opaque AI features for their psychological and ethical risks. Player safety is essential to every conversation around game development.

"Industry consolidation remains one of the most influential forces shaping gaming. Large acquisitions in 2025 will continue to redefine the competitive landscape well into the next decade. At the same time, smaller development teams are proving capable of producing blockbuster-level experiences—a dynamic expected to intensify by 2026," said Kevin Janzen, CEO of Globant's Gaming & EdTech AI Studio.

As the industry moves into 2026, gaming companies will need to evolve to survive. Success will depend on how effectively studios integrate AI responsibly, prioritize player trust, and design across platforms to meet players wherever they are. Those that embrace creator ecosystems, leverage data ethically, and invest in portable, cloud-first experiences will not only stay competitive but set the standard for what modern, meaningful play looks like. The next era of gaming belongs to studios that treat innovation and integrity as inseparable.

To learn more, download the full report here: https://more.globant.com/en/trends-that-redifine-future-of-video-games

About Globant
At Globant, we help organizations thrive in a digital and AI-powered future. Our industry-focused solutions combine technology and creativity to accelerate enterprise transformation and design experiences customers love. Through digital reinvention, our subscription-based AI Pods, and Globant Enterprise AI platform, we turn challenges into measurable business results and promised savings into real impact.

  • We have more than 29,000 employees and are present in over 35 countries across 5 continents, working for companies like Google, Riot Games, and Santander, among others.
  • We were named a Worldwide Leader in Experience Design Services (2025), and previously recognized as a Worldwide Leader in AI Services (2023) by IDC MarketScape.
  • We were featured as a business case study at Harvard, MIT, and Stanford.
  • We are active members of The Green Software Foundation (GSF) and the Cybersecurity Tech Accord.
  • We are global partners of Open AI, NVIDIA, AWS and Unity bringing world-class technology together to accelerate innovation across industries.

Contact: pr@globant.com
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For more information, visit www.globant.com.

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SOURCE GLOBANT

FAQ

What are the five forces Globant says will define gaming in 2026 for GLOB investors?

Platform shift to portables/cloud, AI adoption, deep franchise engagement, creator-driven discovery, and regulatory pressure on monetization and AI.

How large is the gaming market cited in Globant's Nov 18, 2025 report?

The report cites projected global gaming revenues of $189 billion in 2025 (Newzoo).

What AI adoption metric does Globant report and why does it matter to GLOB shareholders?

Globant cites 97% of developers using AI for asset creation, playtesting, and localization, implying broad industry operational change.

How could regulatory pressure in 2026 affect gaming companies mentioned in the GLOB report?

The report warns governments are targeting loot boxes, gacha systems, and opaque AI features, which could force design and monetization changes.

What strategic moves does Globant recommend for studios to remain competitive in 2026?

Integrate AI responsibly, prioritize player trust, adopt cloud-first and portable design, and embrace creator ecosystems.
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