HoYoverse
Company
34 documents in the library are about HoYoverse, from writers such as Mobilegamer.biz, PocketGamer.biz and Two & a Half Gamers. Each has a summary and key insights with the page they come from.
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Key figures from the reports
HoYoverse is making a massive, long-horizon investment of approximately $15 billion into AI, focusing on full-stack development and multi-model NPC architectures to solve real-time interaction costs.
Naavik, 2026 · Distribution in the Age of AI
The video game industry is shifting from content innovation toward distribution innovation while facing increased regulatory scrutiny, exemplified by HoYoverse’s $20 million FTC settlement regarding 'gacha' monetization.
SuperJoost, 2026 · EA Drops the Ball: Underperformance From Mainstay Franchises Provides Worry Ahead
Western AAA publishers are struggling to replicate the dual-skew mobile and PC development models mastered by Eastern firms like HoYoverse, whose title Genshin Impact has generated over $4 billion in mobile revenue.
Deconstructor of Fun, 2024 · TWIG #302 Epic Legal Showdowns, Ubisoft Woes, and MMO Thrills, p. 60
Documents about HoYoverse
Zenless Zone Zero Player Count & Revenue Stats [2026]
Zenless Zone Zero, an urban fantasy action RPG developed by HoYoverse, has transitioned from a high-profile 2024 launch into a phase of stable, mature growth as of September 2026.
- Zenless Zone Zero has generated $422 million in lifetime mobile revenue since its July 2024 launch, with annual revenue reaching $182 million in 2025.
- The game has transitioned from a high-volume launch phase to a stable mature state, with monthly active users (MAU) settling at approximately 2.8 million as of mid-2026.
- Monthly revenue has declined from a peak of $65 million at launch to roughly $7 million, while monthly downloads have dropped 97% from their initial 11.3 million peak.
Savvy's EA-Scopely Supergroup, iPhone Duo Games, Lego's Offroad Swerve, and More
This industry update provides a comprehensive overview of significant developments within the global mobile gaming sector as of September 2026.
- Saudi-backed Savvy Games Group is reportedly considering a merger with Electronic Arts, a move that would consolidate major titles like EA FC, Madden, and Apex Legends with Savvy’s existing portfolio, pending the completion of its $6 billion acquisition of Moonton.
- Apple has partnered with Hoyoverse and startup Azra to demo games including Zenless Zone Zero and UnGodly on its new foldable device, the iPhone Duo.
- Lego Digital Play has acquired Offroad Games, the London-based developer behind Chrome Valley Customs, marking a significant expansion for the studio led by Aaron Loeb.
Games on iPhone Duo, Lego builds mobile arm, more App Store news, August’s top performers and more
The mobile games industry is currently navigating significant shifts in hardware, corporate strategy, and market performance.
- Apple's new iPhone Duo features a 7.6-inch Super Retina XDR display, an A20 Pro chip with a seven-core GPU, and performance metrics claiming up to 40% faster graphics and 35% better sustained performance than the iPhone 17 Pro.
- Reports indicate that new Apple leadership, including App Store boss Eddy Cue and CEO John Ternus, are seeking to increase App Store revenue, a strategy that reportedly contributed to the departure of former head Phil Schiller.
- LEGO Digital Play has acquired Offroad Games, the developer behind Chrome Valley Customs, as part of an expansion of its London-based mobile gaming division.
TWIG #398: Gaming's 2026 Reality Check, The GTA 6 Leak Nightmare and Why Jobs Are Still Vanishing
The global gaming industry is entering a period of stabilization and consolidation, with total revenue projected to reach $214 billion by 2026.
- The global gaming industry is projected to reach $214 billion in revenue by 2026, maintaining a steady six percent growth rate despite market cooling and workforce reductions.
- Console spending is forecast to surge by 17.5 percent, a growth trajectory heavily influenced by the anticipated release of Grand Theft Auto 6.
- Venture capital investment is shifting away from traditional game development, prioritizing AI infrastructure and project-specific financing instead.
Gamescom reaction, Clash Royale drama, Rovio's studio closure, Google's AI hypeman and more
The mobile games industry is currently experiencing a significant shift in market dominance, as evidenced by the recent Gamescom event in Cologne.
- Supercell’s internal review of Clash Royale revealed that aggressive changes, such as removing the season shop, caused significant community backlash due to poor communication and lack of transparency.
- Rovio is closing its Copenhagen studio and cancelling the hybrid card-action game Sonic Blitz, impacting approximately 20 employees.
- Gamescom 2024 was dominated by Chinese publishers like Tencent, Hoyoverse, and NetEase, who are successfully launching cross-platform titles on mobile, PC, and console simultaneously, while Western studios increasingly lag in mobile integration.
China Flexes at Gamescom
The August 2026 Gamescom Opening Night Live showcase highlighted a significant shift in the global gaming landscape, characterized by the prominent presence of Chinese game studios.
- Chinese game studios dominated the GamesCom Opening Night Live showcase, featuring prominent reveals from developers like miHoYo, NetEase, TiGames, and Hoothanes.
- Major Chinese-led projects include miHoYo's dark fantasy co-op game 'Nodusfall', NetEase subsidiary Naked Rain's 'Ananta' (releasing January 15, 2027), and a remake of 'Heroes of Might and Magic III' led by Ubisoft’s Chengdu and Shanghai studios.
- Take-Two is pursuing a subpoena against YouTube and X to identify the source of 14 recent 'GTA VI' leaks, with plans to request personal information for members of targeted Discord groups.
Weekly Industry Roundup: Tencent, Playtika and SuperPlay, Google's Fine, and More
The weekly industry roundup provides a comprehensive overview of significant developments within the global mobile gaming sector as of July 2026.
- Google faces a $1 billion EU fine for Play Store and search practices, with a 60-day compliance period before potential penalties of up to 5% of its worldwide turnover.
- Tencent is reportedly considering acquiring Playtika-owned SuperPlay for up to $1.5 billion, driven by SuperPlay's strong performance and Playtika's associated earnout costs.
- Hasbro's games business grew 17%, with Monopoly Go contributing $44 million in revenue, an increase from $41 million in the previous quarter.
Direct-to-consumer banks $17 billion and Google rolls out fee changes | Week in Mobile Games podcast
Direct-to-consumer (DTC) platforms have emerged as a critical pillar of the mobile gaming economy, currently generating $17 billion in annual revenue and capturing 15% of the global market.
- Direct-to-consumer (DTC) platforms now generate $17 billion annually, accounting for 15% of the global mobile gaming market.
- While 92% of publishers expect DTC growth, only 25% of organizations currently possess the mature infrastructure required to scale these operations.
- The mobile gaming industry is experiencing a period of significant contraction, marked by recent layoffs at Electronic Arts, operational consolidation at Kabam, and anticipated restructuring at Xbox.
Weekly Industry Brief: Google Play Fees, Kingshot Ads, and Funding
The mobile gaming industry experienced significant shifts in late June 2026, characterized by major regulatory changes, substantial capital investments, and strategic corporate restructuring.
- Google Play will open up billing options and lower store fees for developers in the US, EU, and UK starting June 30, with other regions to follow.
- AppsFlyer received a $1 billion investment from Google, Unity, Meta, and Moloco, valuing the ad measurement firm at approximately $2.7 billion.
- Kabam, the developer of Marvel Contest of Champions, is undergoing layoffs and downsizing its Los Angeles office to streamline operations.
🚨📢 BREAKING NEWS: New Hoyoverse game, D2C stuff, layoffs and a WhatsApp game
The current state of the mobile gaming industry is defined by a significant shift toward direct-to-consumer (D2C) monetization, ongoing corporate restructuring, and the integration of artificial intelligence in operations.
- Mobile game direct-to-consumer (D2C) revenues are projected to reach $17 billion this year, driven by 53% of publishers planning to port titles to browser platforms to bypass traditional app store billing.
- AppsFlyer secured over $1 billion in funding at a $2.7 billion valuation, signaling continued investor confidence in mobile infrastructure despite broader industry volatility.
- Corporate restructuring persists as Electronic Arts continues workforce reductions during a $55 billion acquisition process, alongside notable layoffs at Netmarble subsidiary Kabam.
Google Play store fees, Kingshot's World Cup ads, AppsFlyer gets $1bn, Kabam layoffs, more
The mobile games industry is currently navigating significant shifts in platform policy, investment trends, and studio operations. A primary development is Google’s adjustment of Play Store fees, effective June 30.
- Starting June 30, Google Play is lowering store fees for most developers in Western markets, effectively reducing the standard 30% fee to approximately 25% for in-app purchases.
- AppsFlyer secured a $1 billion investment from Google, Meta, Unity, and Moloco, a move analysts suggest is intended to bolster the company's independence and measurement capabilities against AppLovin's market dominance.
- Queen Digital Entertainment, a startup founded by former King executives that raised up to $50 million in VC funding, has ceased operations after failing to scale its casual puzzle game portfolio.
Weekly Industry Briefing: Europe
This weekly industry briefing provides a comprehensive overview of significant developments within the mobile gaming sector as of early June 2026.
- Supercell, King, and Sybo executives have criticized new EU proposals, stating they could render free-to-play games "unplayable in Europe."
- Atari acquired Hipster Whale, the developer of Crossy Road, for an initial $29.3 million, with an additional $10 million in earnouts over three years, as part of Atari's expansion into mobile game development for platforms like Netflix and Amazon.
- Liftoff's IPO is back on, valuing the adtech firm at $3.83 billion after offering 19 million shares of common stock at $23 each, raising $437 million.


