Reports

Source: Applovin x Adjust If 2024 was the year of experimentation, 2025 is the year of scaling. App Marketers & Devs spent the past year testing new Tech, adapting to changes in user behaviors, and preparing for regulatory changes and platform updates. This year we’ll see mobile app companies leverage what they’ve learned to drive sustainable growth at scale. As people’s lives become more mobile-centric, with consumers spending an average of five hours a day on their devices and engaging with 26 apps each month, the opportunity to reach consumers is ripe for both app marketers and direct-to-consumer (DTC) brands. In addition, in-app spending increased by 15.7% year over year, signaling strong industry momentum – and consumers’ confidence in completing mobile purchases. As more companies embrace mobile’s potential, marketers are future-proofing their practices, incorporating AI into their advertising workflows, extending […]

Global ad spend surpassed the trillion-dollar mark for the first time ever in 2024, thanks to a 10.5% growth rate, according to WARC. That’s both the strongest growth in 6 years and the largest increase in absolute dollar value ever — $104B in incremental advertising spend worldwide — if we disregard the 2021 post-Covid recovery. So yeah: marketers are competing in a super-heated ecosystem. And just to turn up that thermostat even more, Q4 was the hottest part of the hottest year on record, with 30% of the year’s ad spend: a staggering $324 billion. But we know that a good chunk of that holiday quarter spending is not traditional user acquisition. It’s retail and shopping: gifts and personal indulgences. User acquisition is a little different: it tends to be smarter spend. And that means many mobile growth experts spend in Q2 and […]

Gaming M&A and financings in 2024 saw a robust year, with $27.3B in disclosed deal value across over 967 transactions, a 39% increase in disclosed value compared to 2023. Public markets showed signs of recovery with the Drake Star Gaming Index growing 10.4% for the year. The Drake Star Global Gaming Report 2024 analyzes Gaming and Esports dealmaking in 2024 and the last quarter of the year and outlines what to expect for the coming year and beyond. Full report here.  Highlights include:  M&A activity in 2024 experienced a 21% increase in deal volume over 2023, with 198 announced deals and $10.5B in disclosed value. As predicted, several high-profile M&A deals emerged from private equity firms, including EQT’s $2.8B acquisition of Keywords and CVC’s $1.1B purchase of Jagex. Other major transactions included Playtika’s acquisition of SuperPlay for up to $1.95B and […]

In the fourth quarter of 2024, Modern Times Group generated revenue of $155 million. Snowprint made its first organic contribution to MTG's performance in Q4 2024, following its acquisition in October 2023. Modern Times Group recorded a 7% year-over-year growth in net sales, reaching $155 million, driven by 9% organic growth and a 6% increase in constant currencies, according to the firm's Q4 2024 financial results. User acquisition spending in Q4 amounted to $62, representing 40% of revenues, up from 38% in the previous year.  The tax expense amounted to -$8 million, leading to a total net income of -$22 million. Cash flow from operations was $30 million, and cash and cash equivalents at the period's end stood at approximately $324 million. Steady revenue growth in FY 2024 For the full year of 2024, MTG recorded a 3% YoY increase in net sales, […]

Take-Two Interactive released its report for the third quarter of fiscal 2025, which spanned from October 1 to December 31, 2024. Here's what it revealed. ▫️Take-Two reported net revenue of $1.36 billion, which is 1% lower than the previous year. ▫️Almost all revenue came from digital game sales—96% or $1.31 billion. ▫️The leading platform for Take-Two remained mobile, accounting for 54% of revenue. Console games contributed 37%, while PC and other platforms made up 9%. ▫️The total net bookings for the quarter rose by 3% to $1.37 billion. ▫️Losses couldn't be avoided. During the quarter, Take-Two lost $125.2 million, a 36.6% increase compared to the previous year. ▫️Overall, the company is pleased with the quarterly results. Although the mobile division led by Zynga earned less than expected (mainly due to a downturn in the hyper-casual games segment), overall operational metrics […]

Casual Games Report 2024: Following 5 Routes to SuccessAppMagic's much-anticipated 2024 report is now live.This year, we’re diving into key trends across 5 genres in Tier-1 West: Match-3 with Complex Meta, Merge-2 with Complex Meta, Match 3D, Sort Puzzle, and Casual Casino 🎮 Inside, we’re answering big questions like:— What are today’s hottest genres, and how can you spot the next big one?— Why does market structure matter more than genre growth?— How are UA challenges reshaping monetization strategies?But most importantly, the report highlights that even during the most challenging times, there are opportunities to thrive across genres of all sizes, complexity, and competitiveness.Enjoy the read!