Cloud Gaming: Strategic Intelligence

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The global cloud gaming market was worth $5.7 billion in 2025 and will reach $14.6 billion by 2030, according to GlobalData. Meanwhile, the number of cloud gaming subscribers will grow from 268 million in 2025 to over 528 million in 2030.

Scope

This report provides an overview of the cloud gaming theme.

It includes a comprehensive industry analysis, including forecasts for cloud gaming revenues to 2030.

The detailed value chain comprises four layers: a content layer, a service layer, a connectivity layer, and a device layer.

Key Highlights

Xbox Cloud Gaming sits inside Xbox Game Pass, PlayStation Plus Premium includes Cloud Streaming, and Amazon’s Luna has been folded into Prime. This means cloud gaming providers are treating cloud gaming as a distribution and retention layer, rather than a product with uncertain profitability on its own.

As integration grows, cloud gaming providers are replacing flat-rate subscriptions with usage-based models. Microsoft will launch monthly allowances for Xbox Game Pass in November 2026, and Nvidia already caps monthly playtime on GeForce Now. The logic is simple: heavier usage means higher compute cost, so flat fees make heavy users unprofitable. This means cloud gaming cannot be the "Netflix of gaming," as its economics do not justify unlimited access at a flat monthly fee.

Reasons to Buy

Cloud gaming is shifting from a standalone offering designed to replace gaming hardware to a compute and distribution layer that strengthens existing gaming ecosystems. This report is an invaluable guide to this theme, including analysis of the leading players and forecasts for market growth.

8BitDo
Acer
Airgpu
Akamai
Alibaba
Alphabet (Google)
Amazon
Antstream
Apple
Asus
AT&T
Backbone
Baidu
Baishan
Bandai Namco
Bharti Airtel
Bigben (Nacon)
Blacknut
Boosteroid
BT Group
Capcom
CD Projekt Red
CDNetworks
China Mobile
China Telecom
China Unicom
ChinaNetCloud
Chunghwa Telecom
Cloudflare
Cloudware (Nware)
Corsair
CyberPower
Dell Technologies
Deutsche Telekom
e&
Edgegap
Electronic Arts
Epic Games
F5
Fastly
Gcore
Haima Cloud
Hisense
Honor
HP
Huawei
i3D.net
Ipega
KDDI
Kingsoft
Konami
KPN
Krafton
KT
Leaseweb
Lenovo
LG Electronics
Logitech
Loudplay
Microsoft
MSI
NetBoom
NetEase
Netgem
Nintendo
Now.gg
Nubia
Nvidia
Oppo
Orange
Radian Arc
Razer
Reliance Jio
Roku
Samsung Electronics
Sega
Shadow
SK Telecom
Sony
Square Enix
Starhub
SteelSeries
TCL
Telefónica (O2)
Telstra
Tencent
Turtle Beach
Ubisoft
Ubitus
Verizon
Vivo
Vizio
Vodafone
Warner Bros. Discovery
Xiaomi

Table of Contents

Executive Summary

Thematic Overview

Technology Briefing

Value Chain

Market Forecasts

Companies

Sector Scorecard

Further Reading

Thematic Research Methodology

Cloud Gaming: Strategic Intelligence thematic reports
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