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Xsolla Report Shows Direct-to-Consumer Revenue Surged 26% as Mobile Market Stagnates
Xsolla released a new industry report showing that direct-to-consumer commerce has become a core growth driver for video game studios. U.S. D2C revenue grew 26% in 2025 while overall mobile game revenue rose just 0.2%, and the top 100 titles saw D2C earnings jump 38% year over year. The report highlights that leading publishers are rapidly scaling D2C share, with Playtika reaching $814.5 million in D2C revenue and targeting 40% long-term, while others like Stillfront Group approach 39% and Huuuge Games surpass 40%. Regulatory changes across the U.S., EU, and Japan are accelerating external payments, and emerging markets in Southeast Asia and Latin America represent a projected $79 billion opportunity. Xsolla President Chris Hewish said the combination of regulatory shifts, infrastructure maturity, and publisher adoption has moved D2C from an edge case to a core operating model.
PLTK · Demand · Positive Playtika's D2C revenue reached $814.5M and targets 40% long-term share, showing strong direct consumer demand growth.
0A2A.LSE · Demand · Positive Stillfront Group approaches 39% D2C share, indicating growing direct consumer revenue.
Huuuge, Inc. · Demand · Positive Huuuge Games surpasses 40% D2C share, reflecting strong direct consumer revenue growth.