Entertainment: The Smartphone Is Eating Hollywood | The Decade Ahead
Equity Mates
Jul 19, 2026
The global digital entertainment market is projected to reach $6.2 trillion by 2035, driven by an emerging middle class in Asia and the ubiquity of mobile devices. While legacy media struggles, mobile gaming has emerged as the dominant, fastest-growing segment, significantly outpacing console and PC revenue. Investors can capture this growth through pure-play stocks or specialized ETFs.
Key insight: The video game industry now generates triple the revenue of the global film and music industries combined, with mobile gaming accounting for 55% of that total.