📊 Chart Compass: State of Mobile Revenue 2025 - What’s Actually Moving the Needle by Jakub Remiar
Jakub Remiar takes you on a no-bullshit, data-driven tour through the real top 25 grossing mobile games in the West (Jan–July 2025). The episode breaks down portfolio dynamics, market shifts, revenue spikes, and the high-stakes race for dominance between 4X, casino, merge, puzzle, and gacha giants. This is not just another leaderboard—this is the context and commentary you need to understand who’s winning, who’s stalling, and what’s really changing the game.
What’s inside:
Who’s #1? Last War Survival takes the crown at $823 million, but with all Rivergame’s 4X titles, the real number is much higher—and growing. Whiteout Survival, King Shot, and the rest of the portfolio keep pushing the category forward.
Royal Match & Royal Kingdom: Dream Games keeps the match-3 crown, with Royal Kingdom’s celebrity campaign finally moving the revenue needle. Royal Match and Royal Kingdom together are pulling in around $5 million a day.
Monopoly Go’s Web Shop Power: Monopoly Go remains a revenue beast at $130 million/month, with a hidden 15–20 percent more from web shop sales. Coin Master is unfazed, rolling steady at $2.5 million a day, and now launching its own board adventure to fight back.
Chinese Giants, Untouchable at Home: Honor of Kings is a $10 billion-plus machine, with 99 percent of revenue from China and a massive rebranding push in 2025. PUBG (China and global) still brings $120–180 million a day. Dungeon & Fighter’s mobile launch is a new top-10 contender.
Category Movers: Gossip Harbor (+76 percent in six months) and Tasty Travels are scaling the merge genre to new highs, while Township’s relentless content drops make it the most stable revenue engine in the Playrix portfolio. Gardenscapes and Homescapes are steady, but Township is the new king.
Gacha Spikes & Declines: Pokémon TCG Pocket, Honkai Star Rail, and the MiHoYo/HoYoverse catalog are defined by spikes and dips—each banner, new set, or collaboration moves millions, but overall trends are down.
Supercell’s Double Life: Brawl Stars is declining after a wild 2024, but Clash Royale’s merge tactics update drove a surprise revenue spike. Clash of Clans and other classics are still stable, with web shop dollars boosting the baseline.
Key Takeaway:
The market is bigger, richer, and more dynamic than ever—but the winners are the ones playing the portfolio game, pushing multi-game launches, and finding new ways to own the top 25. If you want to break in, you better bring more than one hit.
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Chapters
00:00 Overview of Mobile Game Revenue Trends
05:02 Top Grossing Games Analysis
08:24 Game Dynamics and Market Competition
11:10 Impact of Updates and Marketing Strategies
14:02 Emerging Games and Future Predictions
17:22 Regional Performance and User Engagement
20:13 Concluding Thoughts and Future Insights
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Jakub Remiar
Game design consultant
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Transcript
Speaker 1 Where Royal Kingdom is doing something like one million a day, whereas Royal Match is still doing four
Speaker 1
point five million a day. So, yeah, all together it's something like again five million a day.
We'll see, but it's very, very interesting if they if they will be able to keep the momentum.
Speaker 1 But again, they're the masters of the match three for now, so undisputed champions here.
Speaker 1 Moving on,
Speaker 1 whiteout survival.
Speaker 1 This is the biggest uh challenger for the River Game Forex guys.
Speaker 1
Felix with ads making those coins rise. Jackup designs worlds chasing the sky.
We're the two and a half gamers, the midnight crew, talking UA adverts and game design too.
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Mateish, Felix, Shaku, bringing the insight. We're rocking those vibes till the early daylight.
But T UA master eyes on the prize. Tracking data through the cyberspace skies.
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Felix stacks colors like a wizard in disguise. Jackups crafting realms lift us to the highs.
Two and a half gamers talk and smack. Slow hockey sick, got your back.
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Ads are beautiful, they like the way. Click it fast, don't delay.
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Speaker 1 Hello.
Speaker 1 Here I am.
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Speaker 2 Thank you very much. Now let's get back to the episode.
Speaker 1 Hello, hello, and welcome to 2.5 Gamers, another one of the solo episodes that I'm doing here.
Speaker 1 Today it's gonna be a little bit more analytical than usual, but I think nonetheless it's pretty interesting what's happening in the market.
Speaker 1 So what I'm gonna do today is gonna be an overview of last six months revenue of the top games on the mobile market. I think the Western one.
Speaker 1 And yeah, I'm gonna put some stuff into context, maybe recap some stuff we did on the podcast already and stuff that we actually do, I think, to give you a little bit of latest trends, news and stuff that's happening overall with the biggest games on the market there that we have there.
Speaker 1 okay so let's go as there's a lot of stuff to cover so in the list what we see here is this last six months for ios app store the ones that we see of course so there's no stores i mean the special android stores in china or wechat or all these other things you just see the ios and google play store ip revenue plus the ios revenue from the chinese ios store if i understand correctly so there we go so we'll go over the list one by one and first let me just read out who's there so yeah as expected the biggest grossing game for last six months and by the way this is moved from January 26th to July 26 so it's not like really the like first half of the year it's like one month move further but I wanted it to be like
Speaker 1
as latest as possible because there are games that just recently had some upsides and I think you need to know about those. So yeah, let's start.
Last War Survival.
Speaker 1
Yeah, pretty much undisputed champion of the Forex. We talk about this game so much, and yeah, they're just killing it.
Second place,
Speaker 1
that was 823 million. Royal Match, second place, 732 million.
Whiteout survival, third spot, 719. Monopoly go
Speaker 1 715, fifth spot, Hunter of Kings, 614,
Speaker 1 Candy Crush, 574, Coin Master, 470, Pokemon, TCG Pocket, 433, Roblox 345, and then PUBG, the Chinese version, 333.
Speaker 1 I can keep on reading the list until the 25th game here, but I would rather go than one by one because there are some, like the PUBG one as you saw there, because that's just the Chinese PUBG.
Speaker 1 We need to add the normal PUBG.
Speaker 1 Afterwards, it kind of shakes up the list a little bit because this is per app, but we all know that
Speaker 1 these games are pretty much part of the same portfolio or the same game so we'll need to spice slice it up a little bit so let's go one by one okay so again last word survival these guys are literally killing it they have these pretty big update spikes going all the way to like 8 million a day but still the overall kind of daily revenue is something like 5 million a day on as i said the stores that we see this is not the chinese revenue that we not see counted in which could be again much more regarding download side they're very very stable, still doing something like 28 downloads a day.
Speaker 1 Even if we would go on the bullshit filter as usual, like where this revenue is coming from, you can still see that the US is the majority with something like 35%.
Speaker 1 And then we have the Asian countries tagging along with South Korea 17 and Japan 15. This game is just a juggernaut basically.
Speaker 1 We'll see how it goes. But yeah, definitely you need to account that these guys, the River Game Forex team from China, is also running the top heroes, the Dark War.
Speaker 1 Always forgot the fourth game
Speaker 1 one last Z, yeah, which is the AI waifus that they're doing. So there's multiple games that they added that are growing very aggressively on the portfolio.
Speaker 1 So they actually, if we could take the whole Forex kind of angle that they're doing, it's even much more.
Speaker 1 Moving on,
Speaker 1 yeah, so Royal Match second spot it's very very stable.
Speaker 1 I guess there's some spillovers from the celebrity campaign that we're running for Royal Kingdom. If we add these two together,
Speaker 1 you see that it's kinda started to showing in the chart finally, where Royal Kingdom is doing something like one million a day, whereas Royal Match is still doing four four point five million a day.
Speaker 1
So yeah, all together it's something like again five million a day. We'll see.
But it's very, very interesting if
Speaker 1
they will be able to keep the momentum. But, again, they're the masters of the match 3 for now.
So, I'll distribute the champions here.
Speaker 1 Moving on,
Speaker 1 whiteout survival.
Speaker 1 This is the biggest challenger for the river game, Forex guys.
Speaker 1
You could see that they're still slowly growing it up, something like 4 million a day. Very, very stable kind of chart going up.
The slow Chinese dragon, I used to say.
Speaker 1 But the important part to put this into context is that we need to add kink shot into it because there's this other game that they're running, which is scaling like crazy and it's already doing like what, something like two million a day.
Speaker 1 So, altogether, both these games are actually making like six million. So, if we would just do the last six months filter,
Speaker 1 which is the one that we have here with all the games where the top one last war has 823
Speaker 1 if we would apply it here, it would be actually more it's like 852 if we add on Kingshot.
Speaker 1 But of course, we didn't add on all the other Evergame games, such as Top Heroes, Dark War, Lazy, and so on and so forth. But just saying into context,
Speaker 1 yeah, these portfolios are still growing.
Speaker 1 And the important part is that they're growing from also from new games that these studios launched recently, that this year or last year, it's not just that one behemoth game and they can do anything else.
Speaker 1 It's very, very healthy growth, I would say.
Speaker 1
Moving on, Monopoly Go. Monopoly Go actually downscaled a a little bit from its peak in March 2024 from 200 million.
Now it's still doing very stable revenue of 130 million.
Speaker 1 You could see the advertising and like their new campaigns like pretty much running on in T V. I think they're doing some 70 shows in comparative something currently.
Speaker 1 But downloads wise, of course they went down because we all know like this is very very expensive to run something like thirteen, fourteen million downloads a month in social casino or casual casino genre.
Speaker 1 Yeah, active users are still again very, very stable, sitting at something like 17 million a day. So yeah, it's doing super great, I would say.
Speaker 1 The other important dynamic that's happening here that not really everybody is talking about is that they have their Mr. Monopoly Skycoon Club, which is pretty much their web shop.
Speaker 1 And they're now after actually the Epic ruling, they're doing it even more aggressively. So this is this is like the standard, I would say, how to do it in the industry.
Speaker 1
So they're doing it very, very, very good, which means we maybe don't see the full picture here because it could be what? Added 20% coming from the web, 30%. We don't know.
So it depends.
Speaker 1
But it's definitely at least 15 to 20%. That's my guess.
But again, it's just a guess. I'm no expert here on web store revenues.
Speaker 1 And we'll definitely need to do some more digging this year because this is going to be more and more bigger and bigger problem basically for us estimating these games, whereas the revenue will be hidden.
Speaker 1 But I guess analytical tools like Sensitau will also adjust, so we'll get some metrics soon, I guess.
Speaker 1 Moving on, Coinmaster.
Speaker 1 This is very, very important dynamic that happened here: is that you would expect that MonopolyGo would eat away their pie and their revenue and whatnot, and like MonopolyGo would go up, and these guys would go down.
Speaker 1 No, that's not the case. Coinmaster is pretty much doing like a, if we go daily revenue, like a straight line of like something like
Speaker 1 two and a half million a day basically
Speaker 1 for
Speaker 1 or like since i don't know last five years so yeah these guys are literally unfazed by monopoly go downloads were a little bit down on something like 50 40k a day but still the revenue is very very stable if we go to active user base uh yeah that's a little bit of a declining trend but still same goes for monopoly go like the decline is offsetted by better monetization optimization So
Speaker 1 this game is still doing monstrous revenue. The important part and the dynamic that I want to put into context, that's why we're having the latest month here, is that these guys said,
Speaker 1 so Monopoly Go, you took some stuff from us. So we took some stuff from you.
Speaker 1 So there's this new game in Soft Lunch called CoinMaster Board Adventure, which is basically CoinMaster version of Monopoly Go.
Speaker 1 Yeah, I don't really see that much difference from the surface. I guess we cover that game soon once it's once we see some
Speaker 1 actual dynamics of it. I mean like scaling phase in the market, but from the surface look of it, it seems like it's literally just a
Speaker 1 coin master version of Monopolygo or m or or the other one around.
Speaker 1 Because again, the board seems a little bit shorter just just from the looks of it, but all the other stuff that they have here, like such as uh album, the PvP dynamic of you destroying other people's houses, they kept their own kind of village setup that they have here.
Speaker 1
It's not the city, it's these like monuments or whatever. That that's like what Coinmaster is doing, even like this screen, those are pretty much the same.
Yeah, the card album is there.
Speaker 1 So, yeah, we'll see. Like, uh, it's gonna be very interesting, like, how this game is gonna carve out its market share.
Speaker 1 Yeah, um can be once we cover it. Moving on, Honor of Kings.
Speaker 1 Yeah, so this is pretty much the biggest mobile game uh there is ever. It was the first game that ever ever grossed over 10 billion in on mobile in revenue.
Speaker 1 Currently you see that again it's very very stable and been stable for like last
Speaker 1 I don't know like five years basically doing something like 4.
Speaker 1
what 4.5 billion a month. This is just the Chinese iOS store.
Like if I just click here you can see that yeah this is 99.6% revenue coming from China.
Speaker 1 We don't see the Android stores and all the other versions where this game is still making a lot of money.
Speaker 1 It went through its
Speaker 1 biggest update and rebranding yet, where it was rebranded honor of Kings Plus this month, introducing some new characters and stuff, whatnot.
Speaker 1
Like, if you would need to look at the game, it's basically the League of Legends. Yeah, you see how it looks.
Tencent all-Riot game, so everything is in order here.
Speaker 1 No questions asked.
Speaker 1 The other important part regarding this game is that, as I see the sources online, this game already made 18 billion. So that just gives you the scale of the estimation that we're missing here.
Speaker 1 If they already passed 18 billion, we just see 10.10.5 billion here in Sensor Tower.
Speaker 1 So it's making a lot of revenue somewhere in Chinese. Android stores and somewhere else where we just don't see it or we just
Speaker 1 I don't know where it is.
Speaker 1 But yeah, it's the biggest game on the market, and still, because of the rebrand, as you see here, they don't sleep on the laurels and they just continue kind of pumping up the revenue.
Speaker 1 Yeah, continuing Candy Crush, even though they get shadowed a little bit in the chart here by Royal Match, because again, you see the difference here, they're still doing very good.
Speaker 1 Candy Crush nearly had its best month ever in April this year.
Speaker 1 The best month was April and two years before, but again, this could be just, you know, sentence multiplier here because that's what difference of, I don't know, 105 against 112 million.
Speaker 1 Web store, again, we don't see that revenue, but the trend is something that we see, which means this game is kicking all-time high revenue, so doing perfectly great.
Speaker 1 You could see and spot and remember that they started really doing the Royal Match creatives with like saving the Yeti to borrow from Save the King and stuff like that.
Speaker 1 that they're taking notes definitely from royal match and trying to adjust to the marketing trend
Speaker 1 moving on pokemon tcg pocket i'm still playing this game every single day which means i'm basically going there opening the two packs because uh yeah this is a gacha simulator but even the
Speaker 1 the combat and like the fighting now that we have ranked pvp here works very well i'm still able to get the top deck easily without paying anything so they're still i would say very very generous they're They're on their way to do one billion in uh first twelve months, as we had the bet with Phil.
Speaker 1 Yeah, it was launched somewhere end of October, so my guess is they'll they'll get there because they're doing work like stable.
Speaker 1 Yeah, even though they're on decline here, seventy nine million, but uh
Speaker 1 June was fifty two million.
Speaker 1 Keep in mind that uh it's very cyclical because of all of these gotcha spikes where the new set drops in and the new set drops in actually this month on 30th which is see something adventure i don't the last one was the ev set where you had like all the ev evolutions he's doing perfectly great i think
Speaker 1 moving on roblox
Speaker 1 which was on spot number nine
Speaker 1 and the roblox i think there's some artifact here in sensor tower or i don't know what happened here but uh based on the download curve is still like
Speaker 1 consistently scaling up now doing more than million downloads a day.
Speaker 1 Keep in mind this is not a game. This is a platform which
Speaker 1 literally companies focused only on making Roboms games are currently occupying, and they're doing all the brands collaboration and trying to compete with
Speaker 1
Fortnite with the whole metaverse kind of a play. Yep, this just works pretty well, I guess, for them.
Also, let's see regarding their active users.
Speaker 1 Yeah, they're really, really skyrocketing lately into something like 175 or nearly 200 million daily active users. I really don't know what happened here, why it is so high.
Speaker 1 I guess we need to check that out. But again, there's been many collaborations, many things similarly to how Fortnite got in with Lego.
Speaker 1 These guys are also not sleeping at the wheel, so they're also pushing, as you can see, very, very high.
Speaker 1 Moving on, then we have PUBG.
Speaker 1 And as I said, this is just the Chinese PUBG, which is very stable. Then we have the Western version of PUBG, which is again stable.
Speaker 1 All in all, both two together do something like between 120-80 million a day based on like these, I guess, spikes, based on the updates, which would put the game, if we would again put it on our chart here, 685 million last six months, which would be something behind Monopoly Go on the fifth spot, actually, even more than Honor of Kings on the Western revenue, not the overall revenue.
Speaker 1 So there we go.
Speaker 1 Moving on to another another spot. Pokemon Go.
Speaker 1
Doing pretty stable. I guess Scope Play acquisition hasn't really materialized into something impactful yet, or I don't know.
I haven't seen anything.
Speaker 1
We'll definitely return to this game once we see some either trend going up or down. I don't know.
In my opinion, this game will have a pretty rough...
Speaker 1 a rough kind of path ahead of it if it's one to kind of cover its spot because we have the Pokemon TCG game doing
Speaker 1 very very good
Speaker 1 We have another big game called Pokemon Champions, actually.
Speaker 1 It's arriving in 2026. I actually thought this would be, this was just announced, what, like five days ago on the trailer.
Speaker 1 Yeah, I thought it would be arriving in 2025, but it's actually, I guess, I don't know if Move because they didn't have an announcement, but it's arriving in 2026.
Speaker 1 If I understand correctly, this is a fighting game in a style of Pokemon Stadium. For those old enough that remember that on PlayStation, where you would have literally these stadium battles.
Speaker 1
So imagine some of the episodes literally where just Ash goes and like he literally just battles the Pokemon. So this is basically it.
So it's connected to Pokemon Home.
Speaker 1 which is very intriguing because Pokemon Home is the central app where you can store your Pokemons from the other app.
Speaker 1 I've seen even some movements where people are kind of being afraid of Scoply super monetizing Pokemon Go.
Speaker 1
So they would move their Pokemon Pokemon here into Pokemon home and then just migrate here into Pokemon champions. Or I don't know.
And we'll see.
Speaker 1 It's going to be super, super interesting dynamic because next year, when the dust settles at the start and this comes out, yeah, I'm really looking forward like how Scoply will battle their justification for the acquisition basically because there's much more different environment now that we have other major Pokemon games and I mean major ones doing billions competing competing with each other, because this is definitely not something like Pokemon Unite the Mobile, which isn't like even in the chart.
Speaker 1
But this looks great. Like, I'm really looking forward to it.
Yeah, we don't have a specific date, but yeah, iOS, Android, and Nintendo Switch 2026. So, yeah, I can't wait.
Speaker 1 Garina Free Fire. Yeah, this game just
Speaker 1 announced, let's say, celebrated its 8th anniversary. This is doing amazingly well still.
Speaker 1 doing something like what 50 million a month even though you could say that it's on based on its daily user count which is like
Speaker 1 242 million sorry that was
Speaker 1 monthly daily is something like 80 million basically it's because this game is pretty much
Speaker 1 monetizing very intensively in low-paying countries.
Speaker 1 You see the biggest sources, India, India, then Brazil, Indonesia, Vietnam, Mexico. So yeah, this is not really a like Western slash Western tier one game.
Speaker 1
That's why you have like this giant daily user count, even though it's just 50 million. But it's still doing amazingly well.
And again, it's again, I would say, pretty unstoppable here.
Speaker 1 It's a staple there in Asia and in the East.
Speaker 1
Kosip Harbor. Yeah.
So this thing is scaling like crazy. It's actually the winner of this whole chart regarding its growth.
You could see Kosibar was plus 76% in last six months.
Speaker 1 Yep, this thing is just being scaled like there's no tomorrow. Microfun is really
Speaker 1
choking the whole kind of merch category because they also have Seaside Escape. They have like a few more other merch games.
They have the new Flamby merge game going.
Speaker 1 There's gonna be going to be challenged by Tasty Travels, which is coming from Century Games. We covered that game recently on the podcast.
Speaker 1 Yep, there's gonna be very, very interesting because the whole merch category pretty much increased its whole revenue.
Speaker 1 It's not that like these games are competing with each other, they actually increase the revenue of the whole category.
Speaker 1 And again, this is still scaling like crazy to something like two million a day nearly. And you can see the download spike here in July.
Speaker 1 Again, that's why I wanted to cover July because Gossip Harbor, maybe they felt threatened, or I don't know, by Century Games, they just said, like, put
Speaker 1 the pedal to the metal, and it's like 250k downloads a day now.
Speaker 1 And if we would put, let's put Seaside Escape here,
Speaker 1 which is their other game.
Speaker 1 And you can see that the downloads there, they pretty much downscaled, because I guess the decision there was like,
Speaker 1 throw everything into
Speaker 1 Gossip Harbor.
Speaker 1 Yeah, we just go like all in. So let's see how this one works out.
Speaker 1 Then we have Township, which I think like the Steady wins the race here because Township is the most stable game, I think, that I ever saw, which is constantly growing.
Speaker 1 And this is a monster of a game because the con the amount of content that they added into it, I don't even what the game is now because it's not even like the Farm Wheel style simulation.
Speaker 1 It's also a match tree event.
Speaker 1 I don't know what they added into it. It's hitting literally record revenue in just this year, March, something like 50 million a month.
Speaker 1 And if you look at the portfolio, you could see this yellow blob, like starting from somewhere here, pretty much taking over.
Speaker 1 Where if you look at the gardenscapes, gardenscapes actually downscaled a little bit.
Speaker 1 So, yeah, you would expect that gardenscapes, holescapes are taking the priority, but that's not the case because, again,
Speaker 1 gardenscapes went in a little bit of decline into 38 million a month for
Speaker 1
last month. So, yeah, so as for the playx portfolio, Township is the king now.
So if we recap the 130 million for the June for whole playx portfolio, it's Township 38,
Speaker 1 Guardianscape 36, Homescape 25, Vision 24, and Manner Matters 2 million something. So Pladex is basically still having these four staple games, with just Township being the best.
Speaker 1 but most stable of them i would say
Speaker 1 then we move on to honkai starial mihoyo is still in the top chart here.
Speaker 1 The important part regarding Mihoyo that's still hitting very, very diminishing returns, unfortunately.
Speaker 1 So again, because you see these spikes, that means this is just a gacha game driven by gacha banner of characters. Doing pretty well recently, but if you look at the overall picture, it's again
Speaker 1 its lowest month actually in July, which is 15 million a month.
Speaker 1 But again, this depends on like when in the month the gacha goes because like the month before like here april is 60 million so it's a very spike, you can really say.
Speaker 1 Maybe if we put it by quarter, again, you can see a little bit more stable curve here, but it's still it's in decline. Like, I want to kind of, you know, put the lipstick on a pig here.
Speaker 1 The problem is this again, strike revenue. If we put it on quarters,
Speaker 1 so Mihoyo hit its all-time peak in Q2 2023, and unfortunately, it's been just going down from something like 500 million a quarter to 250 million a quarter. Again, these games are on PC,
Speaker 1 I think, even other stores, so we don't really see the full revenue. But again, mobile trend is usually pretty kind of, you know,
Speaker 1 obvious what's happening here.
Speaker 1 I hope the guys really make a new game, and I mean, really new game, not just new core gameplay on their Tekton progression, which they're reusing these last three games, because you see how like Zenless Zone Zero
Speaker 1
actually went over Honkai recently, but again, it really depends on like which game is just running. It's new as gacha.
You can really compare between the two. But yeah, let's see.
Speaker 1
Agenshin still being the biggest game it seems. So that just confirms the trend that each consecutive game they did.
It just wasn't able to surpass the other. But yeah, we'll see.
We'll see.
Speaker 1 It's still like
Speaker 1 not bankrupting tomorrow or something, but they really need to do something different. Otherwise, they just can run it down eventually.
Speaker 1 Call of Duty Mobile, very stable revenue. That was what?
Speaker 1 11th spot on the chart with 222 million for last six months.
Speaker 1 Where we go?
Speaker 1
Sorry, here we are. Yeah, doing something like 33 million a month.
Very, very stable.
Speaker 1 Then we have Brawl Stars, which actually have fallen from grace a little bit. So we'll now go to the Supercell segment.
Speaker 1 So, Brawl Stars itself
Speaker 1 is
Speaker 1 in decline. It went into that
Speaker 1 peak during May 2024 last year with like 90 million months which was monstrous for a game that's been like what like six years old.
Speaker 1 And then,
Speaker 1 yeah, it's just declining down, unfortunately. Downloads-wise, if you look at it, yeah, pretty much the same, same kind of a thing, I would say.
Speaker 1
But the revenue part, again, it's important that I don't know where this goes. Still, if you look at the baseline, the baseline is just much higher than it was before.
It's something like
Speaker 1 600
Speaker 1 a day with these spikes, whereas before it was like 300, so double the baseline as it was before the whole update ran in August 2023 or sorry, Christmas 2023.
Speaker 1 Yeah, we'll see.
Speaker 1
I don't think so. This will kind of return back to this height because of the economy rebalance.
Like, remember, they one of the things they did there was that they stopped
Speaker 1 giving players the ability to purchase the battle pass
Speaker 1
for hard currency. So now you need to pay, which again shows itself.
So that's there. But yeah, we'll see.
Speaker 1 Again, I'm a little bit skeptical about Supercell current pipeline and what they're doing, like with all the games such as Rice, Moco,
Speaker 1 and Squad Busters.
Speaker 1 I guess their
Speaker 1 whole setup still seems to me a little bit of like five years ago, or as like if you look at all the giants there, which are playing the heavy UA game, yeah, it's different.
Speaker 1 And Supercell still kind of stubbornly goes with their like known and tried and tested UA, which is basically their army of influencers. on YouTube and everywhere, which is great, it works.
Speaker 1 The question is how it will work further.
Speaker 1 But yeah, let's see like they're they're not having a bad time really it's just that they again similar to me oh yo they need to figure out what to do next in order to break this chain of like
Speaker 1 i would say a little bit of misfortune like thing but then we have clash of clans uh this is the other story i would say clash of clients being super stable
Speaker 1 just remember when i covered they have some collaborations and stuff doing just constantly something like 35 40 million revenue a month again web stores are in play here supercell has their own web store had that before, so again we don't see everything, but this is in very, very stable spot.
Speaker 1 And then Clash Royale is actually the second
Speaker 1 second best growing game in last six months from the whole list. So what's happening here? Clash Royale, even though you see has again fallen out of grace from its launch in twenty sixteen.
Speaker 1 Then there were some rebalances, stuff like that. Yada yada yada.
Speaker 1 And then we see that there's this like sudden spike here. So what's what's happening here?
Speaker 1 So what's actually happened is that
Speaker 1 they added, I guess it's not just this thing, but one thing that they added was there's merge tactics now in Clash Royale, which basically means they added a Clash Mini.
Speaker 1 Clash Mini being the AutoChess version of the game that they killed. And they, I guess, refurbished it or remodeled it and put it into the actual game now.
Speaker 1 This is just simplified Clash Mini, I mean, not that simplified, it's just like rework. So if you look at this, you can see that it's pretty much the same gameplay.
Speaker 1 The board isn't square grid, it's just normal hex hex grid because hexagons are the best agons.
Speaker 1 But yeah, it's against four players now, where they have like these different rounds. It's a little bit of mix-up tournament system.
Speaker 1 If you have your units that you merge on the board, you can buy new units with gold between the rounds. Oh, where is the merge? As we can see here,
Speaker 1 then if you lose, your king gets the damage to his head, as usual. Like, reminders of chick.
Speaker 1 I don't know if I can get like a merge happening in this video.
Speaker 1 Probably not.
Speaker 1 Yeah, that happened there because you see the stars, so there's so damage.
Speaker 1 On the left side, you see all of these kind of types, which are pretty much the bonuses that incentivize you to collect specific units to apply these bonuses to those units or the whole team or however it's kind of done there.
Speaker 1
So, yeah, it's pretty much AutoChess. So, they added AutoChest.
It seems it worked very, very well for them.
Speaker 1 And I can't wait until we get the closer look on this, how Clash Royale has been having a resurrection basically lately. Because it seems to me the baseline revenue was like it's one million,
Speaker 1 nearly two million a day.
Speaker 1 So, last time this happened was in
Speaker 1
yeah, this just like a spike year. Yeah, in 2021, four years ago.
So we'll see what happens there.
Speaker 1 Love and deep space. That was spot 21
Speaker 1
doing very, very stable revenue. Again, Gacha Bay still growing.
We covered the game on the podcast if you want to see. This is the best interactive story genre
Speaker 1 actually designed.
Speaker 1
targeted for women. Yep, this game is just great.
Again, mostly Asian revenue,
Speaker 1 which means that
Speaker 1 55% is coming from China. There's still considerable 15% coming from the US, but then again, we have Japan, Taiwan, Hong Kong, and so on and so forth.
Speaker 1 Yeah, it's an Asian version of interactive stories.
Speaker 1
Then we have e-football. I haven't seen this game anywhere.
I guess we skip that. I mean, noted strong in the sports category.
This has been growing very interestingly for the last eight years.
Speaker 1
And lately, June revenue is something like 32 million. Maybe we should look at the game more closely.
It's from Konami, which is the, of course, the very, very old Japanese publisher.
Speaker 1
Doesn't look any special. I guess there needs to be definitely something happening good.
Maybe let me double-check where the revenue is coming from.
Speaker 1 Yeah, of course, Japan.
Speaker 1
Japan, 45%, China, 14%, and Thailand, Malaysia. US is just 4%.
But again, the US is not strong on football. US have their own version of American football.
I mean, like soccer.
Speaker 1 And then South Korea. Yeah, this doesn't seem that like the
Speaker 1 main soccer or football countries in Europe are interested in this. This is just the
Speaker 1
Asian population spending here. Maybe we should look at it.
But again,
Speaker 1 heavily 45% Japanese revenue.
Speaker 1
Then you have Tomblast. Yeah, peak has been on a very good right recently with like the scaling of Match Factory.
Tomb Blast, their biggest game, also haven't been left behind.
Speaker 1 You see how it pretty much scaled up back to something. Or I think it's like all-time high.
Speaker 1 Yes, it's at its all-time high of 30 million a month, which is great because again, Tomb Blast, an eight-year-old game. If you look at downloads,
Speaker 1 yeah, very, very stable. So they're doing something very, very well.
Speaker 1 Again, there are big competition locally with Dream Games. And then, last one on the list, the 25th game is NC Soft Lineage 3.
Speaker 1 If I read that right, but I guess it will be just in
Speaker 1 Korean or no.
Speaker 1 Lineage. Yeah, sorry, Lineage.
Speaker 1
Yeah, Lineage, a local brand in South Korea. I grew up playing Lineage 2.
It's just as it is. And as you see here, it's 86% revenue from South Korea.
Speaker 1
Then we have Taiwan, Japan, and like no US countries or no Western countries. Yeah, this is the home brand.
This is pretty much like South Korean version of World of Warcraft.
Speaker 1 I would say a little bit more brutal, not a little bit, a lot more brutal with all these mechanics, but it's just a staple there.
Speaker 1 This whole IP just won't go away ever because there are multiple lineage games in top charts in south korea like lineage 2 lineage 1 lineage 3 yeah people are just crazy about this game but again june's revenue is 36 million so doing pretty well
Speaker 1 that was the list thank you very much for listening i guess we'll look a little bit more on some of these games especially when we have some more intel from china as we'll be going as basically we are in china by the time you're hearing this so feel free to hit us up there there because we definitely want to estimate some more numbers here.
Speaker 1 One kicker game that I haven't covered here, which I think should be definitely in this list, but it's not there, it's Dungeon and Fighter, which was released in China and did like, I think like the last number I heard was like something like 700 million or 500 million a month.
Speaker 1 there, which is again very, very old Asian IP
Speaker 1 web game basically, that finally kicked itself to do a mobile release and it did amazingly well. I hope they finally release it to the West so we can analyze it.
Speaker 1
But yeah, that game would be something probably top 10, I would guess, in the last six months. Again, I don't know.
Need to ask friends in China how that is doing there than well.
Speaker 1
But yeah, don't forget about that game because we still will heard, I think, the last, this is not the last time we heard about this game. Anyway.
Have a nice day. See you around.
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Speaker 1 See you next time. Ciao.