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Mobile Gaming is still growing

Mobile gaming is still growing, but a big chunk of the revenue comes from older games. The data shows this clearly (based on Sensor Tower): more than 50% of in-app and subscription revenue is from six or older games. That's why there was so much talk about new growth strategies at the recent GDC, like more creative user acquisition, using IPs in games, web gaming, new platforms, different business models, deeper hybrid monetisation, etc. The problem is, this makes it harder to get a clear picture of mobile gaming's real growth, especially in categories where revenue is coming in through less traditional ways. Current data systems might struggle to track this, at least for now. It'll be interesting to see how this evolves...

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Netflix Needs to Acquire the Jack-of-All-Trades

𝗡𝗲𝘁𝗳𝗹𝗶𝘅 𝗡𝗲𝗲𝗱𝘀 𝘁𝗼 𝗔𝗰𝗾𝘂𝗶𝗿𝗲 𝘁𝗵𝗲 𝗝𝗮𝗰𝗸-𝗼𝗳-𝗔𝗹𝗹-𝗧𝗿𝗮𝗱𝗲𝘀 Netflix Games finally has a coherent strategy—hallelujah! Yet, despite this clarity, it's missing the most obvious acquisition opportunity since Sony scooped up Insomniac Games: Jackbox Games. Netflix pushes games to subscribers via a row within its mobile app, directing users to separate App Store pages for download. The strategy was flawed from the start, as 70%+ of Netflix consumption happens on TVs. The Games group desperately sought awareness, resorting to 𝑝ℎ𝑦𝑠𝑖𝑐𝑎𝑙 𝑏𝑖𝑙𝑙𝑏𝑜𝑎𝑟𝑑𝑠 reading: "Wait, Netflix has Games?" A modest improvement, but still failing to meet subscribers where they are—TV.While Netflix had an AAA FPS studio, it was dubious that it could ever solve distribution or input challenges. Netflix's sprawling device ecosystem and lack of a dedicated controller raised doubts from day 1—unless another ill-fated game streaming service was planned (RIP OnLive, Stadia, GameFly, and xCloud).Enter […]

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BitPet Secures $480K: TheFuture of Active Gaming

BitPet, the mobile gaming startup on a mission to make physical activity fun and social, secured $480,000 in governmental funding from the Research Council of Norway. Bridging the gap between Mobile Gaming & Health Tech. This major milestone will fund BitPet’s upcoming soft launch and drive innovative research in partnership with the NTNU Faculty of Medicine and Health Sciences. 💬 “This funding is a game-changer,” said John Wright, investor and board member at BitPet. “We’re thrilled to back a team that’s combining mobile games, health, and behavioral science in such a fresh and powerful way.” More? With gameplay designed to encourage daily movement, BitPet is poised to redefine what active gaming means in today’s mobile-first world. The investment highlights a growing trend: government support for gamified health solutions. 🔗 You can already sign up for playtesting at www.bitpet.io

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F4 Fund: How To Evaluate Mobile App Opportunities

At F4 Fund, we cast a wide net across the consumer mobile landscape, investing in apps and games that span diverse categories. From pre-seed startups with promising prototypes to seed-stage companies looking to scale, our portfolio reflects our belief in the potential of new consumer experiences, especially the ones being reshaped by AI. My journey to founding F4 Fund with David Kaye was shaped significantly by my time as Supercell's Director of Analytics, where I witnessed firsthand how data could transform decision-making in the mobile gaming industry. This experience, coupled with my subsequent role at co-founding Next Games, instilled in me a deep appreciation for how metrics can reveal the underlying story of an app's potential for success. This analytical mindset forms the cornerstone of our investment approach at F4 Fund. We've developed a systematic methodology that leverages data not […]

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Today marks the launch of Supercell Investments!

Today marks the launch of Supercell Investments New Brand and Website, Doubling Down on Global Game Studio Support 🚀 In a bold move, reinforcing its position as one of the most influential forces behind the scenes of game development, Supercell Investments has officially launched its brand-new website: investments.supercell.com. The sleek redesign isn’t just a cosmetic overhaul, it’s a statement of intent. Backed by the powerhouse behind mobile juggernauts like Clash of Clans, Clash Royale, Brawl Stars, and the upcoming Squad Busters, Supercell Investments is renewing its mission to support the most ambitious game studios and game tech teams worldwide. ✅ What’s new: Supercell Investments isn't new, but this is the first time they’re publicly showcasing it in such a structured, open, and branded way. The new website and refreshed branding are meant to make their mission, backed studios, and investment […]

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20% Drop: AppLovin is in Trouble?

Ad tech titan AppLovin took a beating on Wall Street, with its stock plunging 20% after infamous short-seller Muddy Waters claimed the company could be violating Apple and Google’s platform rules. AppLovin, the tech star of 2024 with a jaw-dropping 700% climb, just hit a major wall. Its stock dropped over 20% in a single day after short-seller Muddy Waters fired a shot. The firm says AppLovin’s ad game breaks the rules, accusing it of pulling user data in ways that go against app store policies. In their words, it “systematically” crosses the line. This isn’t the first warning either—Muddy Waters is now the third short-seller raising the alarm. What looked like a rocket ship might be heading back to Earth. It's not that new. We had the first shot on the 26th Feb week. AppLovin Scandal: New Target of […]

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Ubisoft Bets Big on Mobile Future with Tencent’s €1.16B Power Play

A New Era, Powered by Mobile Ubisoft just hit start on a bold new strategy: building a powerhouse subsidiary to lead its flagship franchises into a mobile-first, multi-platform future. Backed by a game-changing €1.16 billion investment from Chinese tech giant Tencent, this new entity is laser-focused on turning Assassin’s Creed, Far Cry, and Rainbow Six into evergreen, always-on experiences. Franchises Reforged for a Connected Generation This isn’t just about repackaging blockbusters. Ubisoft’s new subsidiary will reimagine its biggest IPs into living ecosystems—delivering deeper solo adventures, richer multiplayer, free-to-play access points, and social features tuned for today’s mobile-savvy audience. It’s the ultimate pivot from traditional boxed games to cross-platform, continuously evolving worlds. Tencent’s investment values the unit at a whopping €4 billion, with a 25% minority stake, marking a serious vote of confidence in Ubisoft’s mobile and platform-agnostic future. From Console […]

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Ghibli-Style AI Art Takes Over ChatGPT

If your social feeds have turned into a dreamy, anime-soaked wonderland, you're not alone. The internet’s latest obsession? AI-generated Studio Ghibli-style images, transforming everything from historical icons to meme culture into magical stills straight out of My Neighbor Totoro. But here’s the plot twist: this viral trend is powered by OpenAI’s new GPT-4o model, and it's already shaking up the creative world, including mobile gaming. Isn't it illegal? AI’s Copycat Moment: The Copyright Storm Is Here. AI giants like OpenAI are already under fire for using creators’ work without consent, and a new viral image generator just turned up the heat. Here’s why it’s a tipping point: Artists recognize their own style. This tool mimics with eerie precision, revealing that copyrighted works were likely used to train the AI. It skirts the law, not the ethics. The AI alters just […]

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Actions being taken on Sexualised Ads

It’s encouraging to see action finally being taken on sexualised ads in our industry. The UK’s ASA has just banned ads from five mobile games for breaching guidelines, including ones featuring hyper-sexualised and stereotypical portrayals of women. This follows a string of similar cases, and it’s clear the industry is now under real scrutiny; who knows how long before the IAB enforces something even further?I covered this issue in detail last year with Gamesforum, pointing out how this kind of advertising doesn’t just fail morally, it also fails commercially. It undermines trust in the product, the platform, and ultimately the industry, which reduces retention rates and other qualitative gaming metrics. These aren’t edge cases, they’re still far too common.This ASA ruling is a much-needed first step, but we’ve got a long way to go. It’s not enough to quietly hope […]

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Supercell Supports Offroad Games in High-Speed Studio Launch

Buckle up: a crew of Space Ape veterans just launched Offroad Games, a brand-new London studio with one mission—drive car games into the future with full-throttle energy. Even better? They’re not doing it alone. In a bold move to keep beloved games alive and thriving, Supercell and Offroad Games have joined forces, handing over the keys to Chrome Valley Customs, Fastlane: Road to Revenge, and the long-dormant Go Race: Superkarts. This partnership protects jobs, powers up innovation, and fuels growth across London’s buzzing dev scene. At the wheel is Geoffrey Gilles, Offroad’s CEO and former GM of Chrome Valley Customs and original game lead on Beatstar. Backed by a team of ten (and growing), Offroad is already profitable and running at full speed, with no outside funding and no time to waste. “Offroad is buzzing with gallons of nitro energy! […]

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Q1 2025 Korean Mobile Game Publisher Report

1. Supercent Dominates Global Downloads As of March 24, 2025, Supercent has secured the top position among Korean publishers in global downloads, recording an impressive 130 million downloads. Supercent has solidified its position as a leading player in the casual gaming market, consistently achieving strong performance worldwide. Following behind, Mobrix ranked second with approximately 18 million downloads. While casual game giants continue to lead, emerging publishers such as KIGLE and SUD have also entered the TOP 5, drawing industry attention. KIGLE specializes in kid-friendly content, offering games accessible to all age groups. Meanwhile, SUD, a two-person indie studio, has rapidly expanded by continuously releasing its ‘Dal-in’ game series, which means ‘master’. 2. Revenue Performance in the Global Market Despite their dominance in download figures, Korean publishers struggle to generate significant revenue from individual games in global markets. Among the Top […]

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DoubleU Games Finalizes Paxie Games Acquisition

DoubleU Games has officially sealed the deal with Turkish game studio Paxie Games, completing the acquisition on March 26 following regulatory approval. The $29.9 million upfront payment secures 60% ownership, with the remainder to be acquired over three years via an earn-out structure. This bold move brings Paxie’s breakout title, Merge Studio: Fashion Makeover, under DoubleU’s wing—a hit that’s already clocked 28 million downloads and $34 million in revenue. Paxie’s expertise in the booming Merge-2 genre and its strong female user base align strategically with DoubleU’s global ambitions and core social casino business. "This acquisition supercharges our competitive edge in the global gaming market," said Jay Choi, CFO of DoubleU Games. "We’re committed to partnering with high-potential studios to drive long-term growth." Paxie CEO Direnç Çelik echoed the excitement: “Merge Studio is just the beginning. With DoubleU’s global reach, we’re […]

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