We have some stabilisation in Mobile Gaming business.

It seems that we have some stabilisation in mobile gaming business.

Based on Sensor Tower mobile gaming (excluding China) in Q1 2025 grew by 2% YoY (with iOS growing 5% YoY and Android declining -5% YoY).

Once we look at the data, we can see that:
▪️ It is more and more a fight for attention – for the last quarter’s revenue grows faster than downloads; it is easier to increase the monetisation ofthe user base than that user base
▪️ most likely, the real growth of mobile gaming is higher (the worst results are in hardcore and core gaming, where some additional direct-to-consumer payments are getting some popularity)
▪️ In the next months, we can expect a relatively low, although stable, growth rate of the mobile gaming business.