Tom Ivan

Number three, Mexico tariffs could lead to fewer physical game releases and increased software prices. This is Tom Ivan of EGC. A proposed tariff on imports from Mexico to the U.S. could result in fewer physical game releases and higher software prices.

Number three, Mexico tariffs could lead to fewer physical game releases and increased software prices. This is Tom Ivan of EGC. A proposed tariff on imports from Mexico to the U.S. could result in fewer physical game releases and higher software prices.

That's according to Matt Piscitella, executive director of video games at market research firm Circona, who was reacting to tariff threats made this week by new U.S. President Donald Trump. I like how he says, reacting to tariff threats made this week. Tariff threats made in the first three hours of being in office.

That's according to Matt Piscitella, executive director of video games at market research firm Circona, who was reacting to tariff threats made this week by new U.S. President Donald Trump. I like how he says, reacting to tariff threats made this week. Tariff threats made in the first three hours of being in office.

After being sworn into the office on Monday, Trump said his administration was reviewing existing trade deals with neighbors Canada and Mexico, as well as China. He said he was considering imposing 25% duties on imports from Canada and Mexico on February 1st over illegal immigrants and fentanyl crossing into the U.S., Reuters reports.

After being sworn into the office on Monday, Trump said his administration was reviewing existing trade deals with neighbors Canada and Mexico, as well as China. He said he was considering imposing 25% duties on imports from Canada and Mexico on February 1st over illegal immigrants and fentanyl crossing into the U.S., Reuters reports.

Quote, with 25% tariffs on imports from Mexico on the way, I can see a sharp downtick in the number of disc-based games that get released physically in the U.S. as much of that production infrastructure is in Mexico, Piscatello wrote on Blue Sky. If disc-based games do get made, the analyst said, he expects increased prices for both physical and digital titles.

Quote, with 25% tariffs on imports from Mexico on the way, I can see a sharp downtick in the number of disc-based games that get released physically in the U.S. as much of that production infrastructure is in Mexico, Piscatello wrote on Blue Sky. If disc-based games do get made, the analyst said, he expects increased prices for both physical and digital titles.

Quote, I would, were this to happen, anticipate digital suggested retail price to increase to remain at price parity with physical, but who knows. In any case, none of this is good for the physical video game market. End quote.

Quote, I would, were this to happen, anticipate digital suggested retail price to increase to remain at price parity with physical, but who knows. In any case, none of this is good for the physical video game market. End quote.

About to get real expensive. You know, this is one of the big conversations, obviously, with the switch we were talking about, right? Of like, okay, cool. You're announcing this, but what's the price going to be? Well, what's the price going to be if all of this actually happens, right? And that was before Trump once again said it yesterday upon entering the Oval Office.

About to get real expensive. You know, this is one of the big conversations, obviously, with the switch we were talking about, right? Of like, okay, cool. You're announcing this, but what's the price going to be? Well, what's the price going to be if all of this actually happens, right? And that was before Trump once again said it yesterday upon entering the Oval Office.

I think that is the reality of this. And again, with President Trump, lots of times it's posturing. It doesn't actually happen. Even this, where it was like he's signing the executive orders and people are asking him. He's like, yeah, we're thinking about putting it into place in February. It's like... He's thought about a lot of things for his total of four years, let alone to get to this point.

I think that is the reality of this. And again, with President Trump, lots of times it's posturing. It doesn't actually happen. Even this, where it was like he's signing the executive orders and people are asking him. He's like, yeah, we're thinking about putting it into place in February. It's like... He's thought about a lot of things for his total of four years, let alone to get to this point.

So does it actually happen on February 1st? Nobody knows, but it is a real threat. It is a real concern, and it really would, I think, impact video games quite dramatically.

So does it actually happen on February 1st? Nobody knows, but it is a real threat. It is a real concern, and it really would, I think, impact video games quite dramatically.

And I think, of course, yeah, you know, tariffs were such a big part of the election, talking about them coming in, right? Where do people understand what they really are and da-da-da-da? Obviously, the idea of a tariff is to...

And I think, of course, yeah, you know, tariffs were such a big part of the election, talking about them coming in, right? Where do people understand what they really are and da-da-da-da? Obviously, the idea of a tariff is to...

uh push manufacturing back to america or push products back to america right in terms of rather than buy your lumber from canada buy your lumber from america because it'll be cheaper in america than it will be from canada the problem with all of this and you can especially in matt and some of his follow-up blues guys brought this up when somebody asked about well couldn't this just bring disc manufacturing back to america and he's like i mean no but yeah let's investigate that for a second right now i'm going away from matt just talking about greg right you're talking about

uh push manufacturing back to america or push products back to america right in terms of rather than buy your lumber from canada buy your lumber from america because it'll be cheaper in america than it will be from canada the problem with all of this and you can especially in matt and some of his follow-up blues guys brought this up when somebody asked about well couldn't this just bring disc manufacturing back to america and he's like i mean no but yeah let's investigate that for a second right now i'm going away from matt just talking about greg right you're talking about