Data digest: Dream hits $7bn, Honor of Kings’ 260m MAU, Apple’s $2bn lawsuit, more

 

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.

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Dream Games hits $7bn in total user spend

Appmagic estimates that Royal Match maker Dream Games has now generated over $7bn in total consumer spend.

Royal Match accounts for 95% of those earnings, says the data firm. Appmagic’s September data suggests Royal Match’s IAP revenue was $107m for the month, down 16% down from the previous year, while Royal Kingdom reached $29m in IAP last month, its second-best month to date after August 2025.

Dream Games is fourth place in Appmagic’s top grossing publishers of 2025 to date, with $1.36bn earned so far this year. That’s a fraction behind Scopely in third (~$1.36bn) and ahead of FunFly in fifth with $1.33bn. The top two earners in 2025 to date are Tencent ($4.94bn) and Century Games ($1.7bn).

Honor of Kings MAU reaches 260m

Tencent’s Honor of Kings games have surpassed 260m monthly active users globally in 2025, according to the publisher. The data covers Honor of Kings and Arena of Valor. The former went global in 2024, marking a second attempt to crack the West after Tencent re-worked the blockbuster MOBA and released it as Arena of Valor back in 2016.

Apple loses $2bn UK App Store case 

Apple could be forced to pay hundreds of millions of dollars in damages after losing a UK class action lawsuit accusing it of abusing its position in the app store market, Reuters reports.

The Competition Appeal Tribunal ruled that between October 2015 and the end of 2020, the iPhone maker used its monopoly on the distribution of apps to charge “excessive and unfair prices” as commission to developers, who then passed on 50% of the overcharge to consumers.

Plaintiffs value the case, which was brought on behalf of some 20m iOS users, at around £1.5bn ($2bn). A hearing in November will address how damages are calculated, and Apple’s request for permission to appeal the ruling.

“This ruling overlooks how the App Store helps developers succeed and gives consumers a safe, trusted place to discover apps and securely make payments,” an Apple spokesperson said.

Pokémon TCG Pocket tops 150m downloads

Pokémon TCG Pocket has surpassed 150m downloads across iOS and Android, according to The Pokémon Company. The figure, which is up from 100m reported in late February, was announced just ahead of the game’s first anniversary on October 30.

Gameloft revenue down 2.3% in Q3 

French publisher Gameloft saw revenue for the third quarter of 2025 fall 2.3% year-over-year to €67m ($77.9m).

Mobile games generated €30m ($34.9m) during the three months ended on September 30, while PC/console titles brought in €28m ($32.5m). The remaining €9m ($10.5m) came from its Business Solutions arm, which offers customised gaming packages and subscription-based offers to mobile networks.

For the first nine months of the year, the Vivendi-owned firm said revenue was up 4.5% year-over-year to €210m ($244m). Mobile games led the way with €101m ($117.4m) in revenue, ahead of PC/console titles with €93m ($108.1m).

Disney Dreamlight Valley, Asphalt Legends, Disney Magic Kingdoms, March of Empires, and Disney Speedstorm were Gameloft’s five best-selling games in the first nine months of 2025, accounting for 58% of its total revenue.

Resident Evil Survival Unit passes 2m pre-registrations

Resident Evil Survival Unit has surpassed 2m pre-registrations, according to publisher Aniplex. The survival-themed real-time strategy game, which is being co-developed by Aniplex and Joycity, was announced in July and hit 1m pre-registrations within a month. It’s due to launch globally in 2025.

MAG’s full-year net sales fall 3%

MAG Interactive posted revenue of SEK 275.8m (~$29.3m) in its year-end results for 2024-25, a decline of 2.7% YoY. Adjusted EBITDA fell 33% YoY to SEK 53.9m (~$5.7m).

The cost of user acquisition grew 77.7% to SEK 72.2m (~$7.7m). ARPDAU for 2024-25 was up 14% YoY to 7.5 US cents, while DAU (1m) and MAU (2.5m) were down 11% and 14% respectively.

For its Q4 (Jun-Aug 25), the QuizDuel, Wordzee and Crozzle maker’s net sales rose 15.7% YoY to SEK 76.8m (~$8.2m). Adjusted EBITDA declined by 73.2% YoY to SEK 5.1m (~$543K). The cost of user acquisition grew 287.8% to SEK 34.4m (~$3.7m), while DAU (0.9m) fell 18.2% YoY and MAU (2.3m) dropped 17.4%.

Q3’s top hybridcasual games saw IAP revenue rise 114%

The top-grossing hybridcasual games saw IAP revenue more than double in Q3, says Appmagic.

According to its data, IAP revenue from the 10 leading hybridcasual titles rose 114% YoY, from $57.6m to $123.6m.

Puzzle games generated over 60% of all hybridcasual IAP revenue in Q3, while arcade games accounted for 32% of the genre’s total. Simulation titles overtook action games to become the third-largest subgenre in Q3, with a 2.3% share of all hybridcasual revenue.

Rollic’s Colour Block Jam retained its place as the top-grossing hybridcasual game in Q3, bringing in $33.4m (-21% QoQ). It came in ahead of iKame Games’ Screwdom, which earned $29.2m (+6.6% QoQ), and Homa’s All in Hole with $16.5m (-26% QoQ)

Eight of the 10 top-grossing titles from Q2 made the top 10 list in Q3, with only Tower War – Tactical Conquest and Epic Plane Evolution dropping out.

Q3’s breakout hits were Coin Sort from Lion Studios, and Rollic’s Crowd Express: Boarding Puzzle. The former was at number eight on the top-grossing list with $5.4m in IAP revenue, while the latter charted at 10 with $4.5m.

As we previously reported, IAP revenue from the top-grossing hybridcasual titles in Q2 also doubled YoY, from $63m to $126m. This means the 10 market leading hybridcasual titles saw a 2.1% decline in IAP revenue between Q2 and Q3.

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