Every Wednesday we break down the latest data, research and financial results into digestible chunks.
Read on for the numbers you need to know about without the fluff.
This column is sponsored by Xsolla, offering the #1 web shop solution for mobile games that generates more value, purchases, and revenue. Get started here.
Clash Royale player spend hit a record $82.7m in July
Clash Royale’s new Merge Tactics mode helped the game generate its highest monthly player spending ever ($82.7m) in July, as well as its best download month (5.2m) since April 2022, Appfigures reports.
Homescapes hits $6bn
Eight years since its release, Playrix’s Homescapes has reached $6bn in user spending, Appmagic reports.
According to its data, the game has earned Playrix $3.6bn in lifetime revenue and 634m downloads, for a global RPD of $5.69.
The title has contributed 28% of Playrix’s total lifetime revenue, second only to Gardenscapes.
Pokémon Go earnings hit 2025 highs
Pokémon Go has enjoyed its two best months of earnings in 2025 following Scopely’s $3.5bn acquisition of Niantic at the end of May. According to Appfigures, net revenue increased 82% MoM in June to $62m, marking its third-highest result in the past three years. July was its second best month of the year despite earnings falling to $45m.
AppLovin Q2 revenue jumps 77% to $1.26bn
Adtech giant AppLovin has posted a bumper set of financial results for its second quarter ended in June.
Revenue for the quarter increased 77% YoY to $1.26bn, net income surged 164% YoY to $820m, and adjusted EBITDA leapt 99% to $1.02bn.
During the quarter, AppLovin sold all 10 of its game studios to Tripledot for $400m.
Playtika revenue up 11%, profitability down 12.6% in Q1
Playtika has posted revenue of $696m for its Q1 ended in June, which was down 1.4% sequentially but up 11% YoY.
It reported DTC platform revenue of $175.9m, a decrease of 1.8% sequentially and an increase of 1.3% YoY.
GAAP net income for the period totalled $33.2m, up 8.5% sequentially but down 61.7% YoY. Adjusted net income of $6.5m was down 82% sequentially and 91.4% YoY.
The Israeli publisher also posted adjusted EBITDA of $167m, marking a drop of 0.2% sequentially and 12.6% YoY.
Rovio misses expectations as Sega’s Q1 game sales fall 13%
Sega Sammy’s video game business saw Q1 revenues fall 13% YoY to ¥44.6bn ($300.5m) for the three months ended June 30, 2025.
The company said Rovio “performed weaker compared to expectations” with sales of ¥7.1bn ($47.8m), which was down 18.4% YoY, and made up 15.9% of the gaming division’s total.
The Angry Birds maker is expected to contribute ¥41.8bn ($281.7m) in sales during the current fiscal year, representing 18.2% of the wider game division’s projected ¥230bn ($1.55bn) total.
Sega is forecasting a “major update and strengthening of the operation of existing mainstay titles of Rovio” this fiscal year.
Following a last-minute delay in May, it also said it’s planning to launch Sonic Rumble globally this calendar year for iOS, Android and PC.
Resident Evil Survival Unit tops 1m pre-registrations
Real-time strategy game Resident Evil Survival Unit has surpassed 1m pre-registrations in the month since its announcement. Co-developed by Aniplex and Joycity, it’s scheduled to launch globally on iOS and Android this year.
Mobile accounts for 53% of Take-Two’s $1.5bn Q1 revenue
Take-Two’s mobile games business “vastly exceeded expectations” in Q1, accounting for over half of both its revenue and net bookings during the three months ended on June 30,
Mobile revenue for the quarter was up 11% YoY to $801.7m, while net bookings from the platform increased 11.8% YoY to $792.8m.
The company said it delivered better-than-expected performance from several mobile titles including Toon Blast, Match Factory, NBA All-Star and Color Block Jam.
Bandai Namco boasts ‘record-high’ Q1 results
Elden Ring publisher Bandai Namco has posted “record-high first quarter results” including sales of ¥300.4bn ($2bn, +7.1% YoY), operating profit of ¥51.9bn ($350m, +17.9% YoY) and ordinary profit of ¥54.6bn ($368m, +11.4% YoY).
Its digital business unit, which covers video games, saw sales increase 1.3% YoY to ¥107.7bn ($725.6m), and profit jump 67.7% YoY to ¥21.7bn ($146.2m).
Bandai Namco said squad-based strategy game SD Gundam G Generation Eternal, which was one of May’s highest earning mobile games, had a “solid” launch. It was released on April 16 and had topped 6m downloads by the end of July.
Last War was July’s top earning game worldwide
Last War brought in $128m last month (+17.4% MoM) to make it July’s highest earning mobile game worldwide, according to Appfigures estimates.
It held off competition from Monopoly Go, which earned $125m (+17.9% MoM).
Honor of Kings (-10.9% MoM) and Royal Match (+25.7% MoM) both earned $122m, while Whiteout Survival rounded off the top five with $117m (-14% MoM).
July’s top 10 generated $1bn after platform store fees (+11% MoM), making it one of the strongest months of 2025 to date.
Roblox tops July’s download chart with 23m
Roblox was comfortably July’s most downloaded game globally with 23m installs (+6m MoM), Appfigures reports.
That was enough to see it leapfrog June’s top title, Block Blast, which achieved 19m downloads (+1m MoM).
Subway Surfers hit 18m downloads (+3m MoM), followed by Pizza Ready (flat MoM) and debutant Tile Explorer with 12m downloads each.
The combined top 10 racked up 124m downloads in July (+7m MoM).
Digital Turbine Q1 revenue jumps 11% to $131m
Mobile growth platform Digital Turbine has reported its Q1 results, with revenue for the three months ended on June 30 up 11% YoY to $130.9m.
It posted a GAAP net loss of $14.1m, compared to a GAAP net loss of $25.2m a year earlier, while non-GAAP adjusted net income for Q1 fell 20.5% YoY to $5.8m. Non-GAAP adjusted EBITDA increased 73% YoY to $25.1m.
SuperGaming raises $15m
Indian game studio SuperGaming has closed a $15m Series B funding round led by Skycatcher and Steadview Capital. Other investors included a16z Speedrun, Bandai Namco 021 Fund, Neowiz and Polygon Ventures.
SuperGaming is currently developing ‘Indo-futuristic’ battle royale Indus. Past titles include MaskGun (70m players globally), Tower Conquest (15m players) and Battle Stars (10m players).
Match 3 revenue up 7% to $2.7bn in H1 2025
Appmagic has published a detailed report diving into the hits, misses and trends in the casual games market in H1 2025, when the category grew 0.8% year-over-year to generate $12bn in net IAP revenue.
Puzzle remained the leading genre, with revenue up 13% YoY to $4.6bn. Its top subgenre was match 3, which raked in $2.7bn (+7% YoY) off the back of 394m downloads (-17% YoY).
This was followed by merge games, which accounted for $850m in revenue (+62% YoY) and 287m downloads (-3% YoY).
‘Match 2 blast’ titles earned $282m in IAP revenue (+4.6% YoY) and saw 28m downloads (-47% YoY).
