Mat Piscatella on Gaming’s $60B Market, GTA 6, Hardware Shortages & Game Pass | XEP Interview

Mat Piscatella on Gaming’s $60B Market, GTA 6, Hardware Shortages & Game Pass | XEP Interview

Luke Lohr sits down with Circana’s Executive Director and video game industry analyst Mat Piscatella for a data-driven look at the state of gaming in 2026.

Despite U.S. video game spending approaching $61 billion, the industry feels unsettled. Piscatella explains why record revenue can coexist with market instability, why player growth has plateaued, and how attention is increasingly concentrated in a handful of live-service “black hole” titles.

The conversation explores:

• The impact of component and RAM shortages on console pricing and availability • Why subscription growth is now focused on revenue per user rather than user growth • Xbox hardware performance and Game Pass strategy • The growing divide between affluent and price-sensitive players • Why Grand Theft Auto VI could be critical to console momentum • Discoverability challenges and storefront power • Why CCU charts don’t tell the full story

👉 Clear takes. No console-war noise. 🎧 Join us live Saturdays on YouTube 📅 Timestamps available on YouTube 💬 Share your thoughts — we read them all.

Support XEP: Support the show on Patreon: https://www.patreon.com/XboxExpansionPass

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Xbox Developer Direct 2026 Breakdown: Fable, Forza Horizon 6, and Big Game Pass Updates | XEP 306

Xbox Developer Direct 2026 Breakdown: Fable, Forza Horizon 6, and Big Game Pass Updates | XEP 306

This week on Xbox Expansion Pass, we break down the Xbox Developer Direct 2026 and what it tells us about Xbox’s near-term future. We dig into Forza Horizon 6’s Japan setting, release date, and contro...

25 Tammi 1h 42min

GUNNAR Optiks CEO Joe Croft Talks Fallout Lucky 38, Major Gaming IPs, and the Future of Gaming Eyewear | XEP Interview

GUNNAR Optiks CEO Joe Croft Talks Fallout Lucky 38, Major Gaming IPs, and the Future of Gaming Eyewear | XEP Interview

In this episode, Luke speaks with GUNNAR Optiks CEO Joe Croft about the company’s two decades in gaming, their collaborations with top studios, and how gaming eyewear is evolving. Joe shares insight i...

22 Tammi 57min

XEP 305: Forza Horizon 6 Leak, Xbox Developer Direct Preview, and Industry Layoffs

XEP 305: Forza Horizon 6 Leak, Xbox Developer Direct Preview, and Industry Layoffs

This week on the Xbox Expansion Pass, we break down the reported Forza Horizon 6 leak, preview the upcoming Xbox Developer Direct, and cover the latest industry layoffs impacting Meta, Ubisoft, Unity,...

18 Tammi 1h 38min

Jason Schreier on GTA VI, Game Industry Layoffs & Studio Closures | XEP Interview

Jason Schreier on GTA VI, Game Industry Layoffs & Studio Closures | XEP Interview

Jason Schreier on GTA VI, Game Industry Layoffs & Studio Closures — XEP Interview Jason Schreier joins XEP to break down the latest GTA VI news, the state of Rockstar’s development, and what “not cont...

15 Tammi 1h 4min

XEP 304: Xbox Dev Direct 2026 Leaked | Fable Deep Dive | Avowed Goes to PS5

XEP 304: Xbox Dev Direct 2026 Leaked | Fable Deep Dive | Avowed Goes to PS5

This episode breaks down the Xbox Developer Direct 2026 and what to expect from Fable, Forza Horizon 6, and Xbox’s first major slate of the year. We also discuss Avowed’s PS5 launch, January’s Game Pa...

11 Tammi 1h 28min

XEP 303: The AAA Model Is Cracking | Our Favorite Games of 2025 & What We’re Excited for in 2026

XEP 303: The AAA Model Is Cracking | Our Favorite Games of 2025 & What We’re Excited for in 2026

In this episode of Xbox Expansion Pass, we reflect on our favorite games of 2025 and what they reveal about where the industry is headed in 2026. We break down why smaller and mid-budget games like Ar...

3 Tammi 2h 4min

XEP 302: Xbox Steps Back From $80 Games | Game Pricing, Game Pass, and Industry Fallout

XEP 302: Xbox Steps Back From $80 Games | Game Pricing, Game Pass, and Industry Fallout

#Xbox #TheGameAwards #GamePass This week on Xbox Expansion Pass, we break down Xbox’s pricing pushback around The Outer Worlds 2, what The Game Awards reveals say about where hype lives now, and the b...

21 Joulu 20251h 40min

XEP 301: Xbox’s Big Night Ahead? | Game Awards Predictions + Game Pass Wins

XEP 301: Xbox’s Big Night Ahead? | Game Awards Predictions + Game Pass Wins

Luke Lohr is joined by Xbox Era's Jesse Norris and The Trophy Room's Mr. Bad Bit to discuss major Xbox Game Pass news as well as make predictions for Xbox's presence at this year's Game Awards. Enjoy!...

7 Joulu 20251h 17min

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