Analysis Neutral
GameStop (GME) Q4 FY2025 Earnings: The Transformation Is Real — But the Retail Business Keeps Shrinking
GameStop missed Q4 FY2025 estimates with ~$1.35B revenue and ~$0.27 EPS, sending the stock down ~5%. But the real story isn't the quarter — it's the $8.8B fortress balance sheet, $500M+ Bitcoin treasury, and Ryan Cohen's increasingly bold bet on becoming a holding company.
- GameStop missed Q4 FY2025 estimates with ~$1.35B revenue and ~$0.27 EPS, sending the stock down ~5%. But the real story isn't the quarter — it's the $8.8B fortress balance sheet, $500M+ Bitcoin treasury, and Ryan Cohen's increasingly bold bet on becoming a holding company.