As the industry prepares for the Global Developers Conference (GDC) later this month, a major forecast by PressPlay Finance predicts that US gaming consumer spending will hit $62.8 billion by the end of 2026. This would mark an all-time high, surpassing even the "pandemic boom" of 2021.
The report suggests that while hardware sales are under pressure due to inflation and potential tariffs, the software and app markets are thriving. Mobile gaming continues to hold the largest share of the market (40%), followed by PC (35%) and Console (25%). The growth is largely attributed to "evergreen" platforms like Roblox, Fortnite, and a strong pipeline of mobile-optimized AAA titles.
One of the most interesting trends for 2026 is the emergence of "Corporate Subscribers." Some gaming apps are now offering library access to offices and co-working spaces as a "wellness perk," creating an entirely new revenue category. Additionally, premium tier adoption is on the rise, with users willing to pay $15-$20 a month for high-quality, ad-free experiences.
Despite the bullish outlook, the report warns of "signal loss" on iOS and rising customer acquisition costs. To combat this, developers are moving toward "multi-touch attribution" and AI-driven modeling to maintain profitability. The message for 2026 is clear: the market is bigger than ever, but it requires more discipline and better tech to win.
US gaming consumer spend projected to hit a record $62.8 billion in 2026.
Mobile remains the dominant platform with a 40% share of total spending.
"Corporate subscriptions" emerge as a new revenue stream for gaming apps.
Users are increasingly adopting $15-$20/month premium gaming tiers.
Industry focuses on "multi-touch attribution" to offset signal loss on iOS.
HISTORY
The history of the US gaming market over the last five years has been a transition from "growth-at-all-costs" to a more disciplined, revenue-focused model. After the massive surge in 2020-2021, the industry faced a "correction" period that forced studios to innovate on monetization.
2021: US gaming market hits a pandemic-fueled high of $61.7 billion.
2022-2023: Market stabilizes as "normal life" resumes and hardware supply chains recover.
2024: Subscription models (Game Pass, PS Plus) reach critical mass in the US.
2025: Mobile-first discovery driven by TikTok becomes the primary marketing funnel.
Early 2026: Market projected to surpass its all-time high, reaching $62.8 billion.