Is Gameloft profitable in 2025?

Yes. Gameloft posted FY2025 revenue of 303 million euros, up 4.2% at constant currency, and EBITA of 15 million euros, up 87.5% year on year, per Vivendi's full-year results published March 12, 2026.

Gameloft has been a wholly owned subsidiary of French media group Vivendi since 2016, after being delisted from Euronext Paris where it traded under ticker GLFT.

Who is Gameloft's biggest competitor?

Gameloft competes with far larger publishers like Electronic Arts, Zynga (Take-Two), and King (Microsoft/Activision Blizzard), all operating at roughly 10x Gameloft's scale; Gameloft's FY2025 revenue was 303 million euros versus Zynga's reported $2.4-3.0 billion mobile revenue.

Could AI replace Gameloft's games?

Unlikely to replace outright. Gameloft's CEO framed generative AI as a productivity tool rather than a threat, per Vivendi's March 12, 2026 earnings call, while its licensed IP deals (Disney, Nickelodeon, D&D) remain the harder-to-replicate asset versus AI-generated content.

What is Gameloft's biggest hit game?

Disney Dreamlight Valley, released September 2022, is described by Vivendi as Gameloft's biggest success to date; its third expansion in November 2025 set a company daily-revenue record, per Vivendi's March 12, 2026 results.

Is Gameloft shifting away from mobile games?

Yes. PC/console revenue reached over 47% of Gameloft's total in FY2025 and rose to roughly 51% of revenue (35 million euros of 68 million) in Q1 2026, per Vivendi's April 21, 2026 revenue report.

Gaming companies · subsidiary of Vivendi SE · France

Gameloft

gameloft.com ↗

French mobile and PC game publisher owned by Vivendi, known for Disney Dreamlight Valley.

Protection under test

Assessed 23 July 2026 · Evidence as of 23 July 2026

Something worth protecting exists and is being tested right now.

On the recordSince 23 July 2026 · Checkable from mid 2026 · Every call on the record Checkpoint: Vivendi's 20% cost-reduction plan details and possible Gameloft studio cuts

The call

Gameloft is growing and profitable under Vivendi, but its best asset is a rented Disney license and its owner is mid cost cuts.

Gameloft makes mobile and PC games, often using characters from Disney and other big brands. Its main problem is that it does not own these brand partnerships, so when contracts expire, larger competitors like EA and Take-Two can bid to make the same games instead. AI is making it faster and cheaper for any studio to create games, which helps Gameloft's profits but also makes it easier for smaller rivals to catch up in quality. The biggest thing to watch is whether Gameloft gets hit by budget cuts from its parent company Vivendi, and whether it can keep its Disney deal and launch new games on schedule in 2027.

Why

AI pressure: None apparent. AI tools cut art and code production costs, helping Gameloft's margins but also letting smaller studios match its quality faster. Could AI do the core job? Only partly.

Bigger players: EA, Take-Two, King. Bigger publishers can outbid Gameloft for licensed IP like Disney when contracts come up for renewal. Could a giant copy it? Yes, easily.

What protects it. Long-running Disney relationship and hits like Dreamlight Valley, but the license itself can be re-won by someone else.

What would change this call

Vivendi announces details of its 20% cost-reduction plan and whether Gameloft studios are cut. Would show parent company sees Gameloft as expendable, not a growth priority.
Disney Dreamlight Valley contract renewal or non-renewal becomes public. Tests whether Gameloft's core licensed-IP relationship, its main moat, holds or is lost to a rival.
Gameloft Montreal's D&D title (Sept 2027) or Dragon Mania Haven (2027) slips or launches weak. Would indicate the PC/console pivot is failing to produce replacement hits.

Key numbers

FY2025 revenue €303M, up 4.2% at constant currency (2025-12-31)
EBITA €15M, up 87.5% year on year (2025-12-31)
Top 5 franchises are 62% of 2025 revenue (2025-12-31)

Named risks

Vivendi's ~20% cost-reduction plan (2025-2027) could target Gameloft studios; still under negotiation as of March 2026. Severity: high
Disney Dreamlight Valley license could go unrenewed or be won by a larger rival at contract renewal. Severity: high
Two binary 2027 launches (D&D title, Dragon Mania Haven) could slip or underperform. Severity: medium
Revenue concentration: top 5 franchises are ~62% of 2025 revenue, exposing Gameloft if any one franchise fades. Severity: medium
History of studio closures and layoffs (Cluj, Lviv, Toronto in 2024) could resume under parent cost pressure. Severity: medium

Rivals, as read in July 2026

Rival	Direction	Evidence
Electronic Arts	losing to	EA operates at far larger scale, ~14,232 employees vs Gameloft's ~3,900-4,000 as of 2025-12-31
Zynga (Take-Two)	losing to	Zynga's reported ~$2.4-3.0B mobile revenue dwarfs Gameloft's 303M euro FY2025 revenue
King (Microsoft/Activision Blizzard)	losing to	King operates at multiple times Gameloft's scale in mobile free-to-play
EA, Take-Two, King (license bidding)	contesting	Larger publishers can bid for same licenses (Disney, D&D) Gameloft relies on at contract renewal

Questions people ask

Is Gameloft profitable in 2025?: Yes. Gameloft posted FY2025 revenue of 303 million euros, up 4.2% at constant currency, and EBITA of 15 million euros, up 87.5% year on year, per Vivendi's full-year results published March 12, 2026.
Who owns Gameloft?: Gameloft has been a wholly owned subsidiary of French media group Vivendi since 2016, after being delisted from Euronext Paris where it traded under ticker GLFT.
Who is Gameloft's biggest competitor?: Gameloft competes with far larger publishers like Electronic Arts, Zynga (Take-Two), and King (Microsoft/Activision Blizzard), all operating at roughly 10x Gameloft's scale; Gameloft's FY2025 revenue was 303 million euros versus Zynga's reported $2.4-3.0 billion mobile revenue.
Could AI replace Gameloft's games?: Unlikely to replace outright. Gameloft's CEO framed generative AI as a productivity tool rather than a threat, per Vivendi's March 12, 2026 earnings call, while its licensed IP deals (Disney, Nickelodeon, D&D) remain the harder-to-replicate asset versus AI-generated content.
What is Gameloft's biggest hit game?: Disney Dreamlight Valley, released September 2022, is described by Vivendi as Gameloft's biggest success to date; its third expansion in November 2025 set a company daily-revenue record, per Vivendi's March 12, 2026 results.
Is Gameloft shifting away from mobile games?: Yes. PC/console revenue reached over 47% of Gameloft's total in FY2025 and rose to roughly 51% of revenue (35 million euros of 68 million) in Q1 2026, per Vivendi's April 21, 2026 revenue report.

Timeline

2026-05-28Nickelodeon Extreme Tennis: Next! launches on consoles and PC
2026-05-16Bluey's Happy Snaps announced for fall 2026 with BBC license
2026-04-21Q1 2026 revenue reported at 68 million euros, PC/console ~51% of mix
2026-03-31Vivendi launches V Collection subsidiary modeled on Gameloft playbook
2026-03-12FY2025 results: revenue 303M euros, EBITA 15M euros, up 87.5% y/y
2025-11Dreamlight Valley third expansion sets company daily-revenue record
2025-04-25Gameloft marks 25th anniversary, cites over 2,900 employees
2024-07Cluj studio closed, 136 employees laid off
2024-02Lviv, Ukraine studio cuts 38 jobs
2016Vivendi completes acquisition, takes full control of Gameloft

Revision history

23 July 2026

First assessed. Protection under test. The text above is fixed as of this date and is not edited afterwards.

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