📊 Chart Compass: State of Mobile Revenue 2025 - What’s Actually Moving the Needle by Jakub Remiar

where royal kingdom is doing something like 1 million a day whereas royal match is still doing four 4.5 million a day. So yeah, altogether it's something like again 5 million a day. We'll see. But it's very very interesting if they if they will be able to keep the momentum but again they're the masters of the match three for now. So undisputed champions here. Moving on, white out survival. This is the biggest uh challenger for the river game forex guys.
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That's vibe.co. vibe.co. And uh enjoy. Thank you very much. Now let's get back to the episode. Hello. Hello and welcome to Two and a Half Gamers. another one of the solo episodes that I'm doing here. Today it's going to be a little bit more analytical than usual, but I think uh nonetheless it's pretty interesting what's happening in the market. So what I'm going to do today is going to be an overview of last 6 months revenue of the top games on the mobile market. I think the western one. And yeah, I'm going to put some stuff into context, maybe recap some stuff we did uh 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 that we that we have there.

Okay, so let's go as there's a lot of stuff to cover. So in the list what we see here this is 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 6 months and by the way this is moved from January 26 to July 26. So it's not like really the like first half of the year is like one month move further but I wanted it to be like 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 for survival. Yeah, pretty much undisputed champion of

the Forex. We talk about this game so much and yeah, they're just killing it. Second place, uh, that was 823 million, Royal Match, second place, 732 million. White Out Survival, third spot, 719, Monopoly Go 715. Fifth spot, Honor of Kings 614. Candy Crush 574, Coin Master 470, Pokemon TCG Pocket 433, Roblox 345, and then PUBG the Chinese version 333. I keep on reading the list until 25th game here. Uh, but I would rather go them one by one because there are some like like the PUBG ones as you saw there because that's just the Chinese PUBG. We need to add the normal PUBG afterwards. It kind of shakes up the list a little bit because this is per app. But we all know that like these 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 War 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 more. Regarding download side, they're very very stable. Still doing something like downloads a day. Even if we would go on the [ __ ] filter as usual like where this revenue is coming from, you can still see that US is the majority with something like 35% and then we have the Asian countries tagging along with South Korea 17 and Japan 15. This game is just a juggernaut basically. We'll see how it goes. But yeah, definitely you need to account that these guys, the

river game uh for extreme from China is also running uh the top heroes, the dark war always forgot the four for game one last Z. Yeah, which is the AI waifuss that they're doing. So there's multiple games that they added that are growing very aggressively on the portfolio. So they actually if we to take the whole forex kind of angle that they're doing it's even much more moving on. Uh yeah so royal match second spot it's very very stable. I guess there's some spillovers from the celebrity campaign that we're running for royal kingdom. If you add these two together, you see that it's kind of started to showing in the chart finally where Royal Kingdom is doing something like 1 million a day whereas Royal Match is still doing four 4.5 million a day. So yeah, all together it's something like again 5 million a day. We'll see. But

it's very very interesting if they if they will be able to keep the momentum. But they're again they're the masters of the match three for now. So undisputed champions here. Moving on. Uh white out survival. Uh this is the biggest uh challenger for the river game forex guys. 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. But the important part to put this into context is that we need to add Kingshot into it because there's this other game that they're running which is scaling like crazy and is already doing like what something like 2 million a day. So altogether both these games are actually making like 6 million. So if we would just do the last six months filter which is the one that we have here with all the games where the top one last war has 823. If you would apply it here, it would be actually more. It's like 852 if we add

on Kingshot. But of course, we didn't add on all the other river game games such as Top Heroes, Dark War, Lazy, and so on so forth. But just saying into context, yeah, these portfolios are still growing. And the important part that they're growing from also from new games that these studios launched recently that this year or last year is not just as like one behemoth game and they can do anything else. It's very very healthy growth, I would say. Moving on, Monopoly Go. Monopoly Go actually downscale a little bit from its peak in March 2024 from 200 million. Now it's still doing very stable revenue of 130 million. You could see the advertising and like their new campaigns like pretty much running only in TV. I think they're doing some 70 shows in compar something currently. But downloads wise, of course, they went down because we all know like this is very very expensive to run something like 13 14 million downloads a month in uh social casino or casual casino genre.

Yeah, active users are still again very very stable sitting at something like 17 million day. So yeah, it's doing super great. I would say the other important uh dynamic that's happening here that not really everybody is talking about is that they have their Mr. Monopoly Tycoon Club which is pretty much their web shop 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. 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 depends but it's 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 and we'll definitely need to do some more digging this year because this is going to be more and bigger and bigger problem basically for us estimating these games whereas the revenue will be hidden but I guess analytical tools like sensor tower will

also adjust. So we'll get some metrics soon I guess. Moving on coin master this is very very important dynamic that that happened here is that you would expect that monopoly go would eat away their buy and their revenue and whatnot like monopoly go would go up and these guys would go down. No that's not the case. Coin Master is pretty much doing like a if you go daily re having like a straight line of like something like two and a half million a day basically for like since I don't know last five years. So yeah these guys are literally unfaced by Monopoly 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 it's a little bit a bit declining trend but still same goes for monopoly go like the decline is offseted by better monetization optimization so this game

is still doing monstrous revenue the important part and the dynamic that's I want to put into context that that's why we having the latest month here is that these guys said so monopoly go you took some stuff from us so we took some stuff from you so there's this new game in soft launch called coin master board adventure which is basically coin master version of monopoly go. Yeah, I don't really see that much difference from the surface. I guess we covered that game soon once it's on we see some 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 coin master version of monopoly or or or the other one around 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 the album, the PVP dynamic of you destroying other people's houses, they kept their own

kind of village setup that they have here. It's not the city. It's these like monuments or whatever that that's like what Coin Master is doing. Even like this screen, those are pretty much the same. Yeah, the card album is there. So, yeah, we'll see. Like, uh it's going to be very interesting like how this game is going to carve out its market share. Yeah. Um can't wait once we cover it. Moving on. Honor of Kings. Yeah. So, this is pretty much the biggest mobile game there is ever. It was the first game that ever grossed over 10 billion in on mobile in revenue. Currently, you see that again it's very very stable and been stable for like last I don't know like five years basically uh doing something like 4 uh what 4.5 million 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. We

don't see the Android stores and all the other versions where this game is still making a lot of money. Uh it went through its uh biggest update and rebranding yet where it was rebranded Honor of Kings Plus uh this month, introducing some new characters and like stuff whatnot. Like if you would need to look at the game, it's basically the League of Legends. Yeah, you see how how it looks. Tens Riot game. So everything's in order here. No questions asked. 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. if they already passed 18 billion and we just see 10 10 and a half billion here in sensor tower. So it's making a lot of revenue somewhere in Chinese Android stores and somewhere else where we just don't see it or or we just I don't know where it is 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 their laurels and they just continue kind of pumping up the revenue. Yeah, continuing Candy Crush. Uh 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. Candy Crush nearly had its best month ever in April this year. The best month was April and two years before. But again this could be just you know sadness multiplier here because that's what difference of I don't know 105 against 112 million 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 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 they taking

notes definitely from a royal match and trying to adjust to the marketing trend. 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 the combat and like the fighting now that we have ranked PvP here works very well. I'm still able to get top deck easily without paying anything. So, they're still I would say very very generous. They're on their way to do 1 billion in uh first 12 months as we had the bet with Phil. Yeah, it was launched somewhere end of October. So my guess is they'll they'll get there because they're doing what? Like stable. Yeah, even though they're on decline here, 79 million, but uh June was 52 million. Keep in mind that it's very cyclical because of all of these gacha strikes where the new set drops in and the new set drops in actually this month on 30th which is see something

adventure on the last one was the Eevee set where you had like all the Eevee evolutions. He's doing perfectly great I think. Moving on, Roblox, which was on spot number nine. And the Roblox uh 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 consistently scaling up now doing more than million downloads a day. Keep in mind this is not a game. This is a platform which uh literally companies focused only on making robots games are currently occupying and they're doing all the brands collaboration and trying to compete with uh 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 there. 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 this is so high. I guess we need to check that out. But again, there's been many collaborations, many things similar to how Fortnite got in with Lego. These guys are also again not sleeping at the wheel. So they're also pushing as you can see very very high. Moving on, then we have PUBG. 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. 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 6 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. So there we go. Moving on to another spot. Pokémon Go

doing pretty stable. I guess scopely acquisition hasn't really materialized into something impactful yet or I don't know and haven't seen anything. 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 rough kind of p ahead of it if it's want to kind of cover its spot because we have the Pokemon TCG game doing like very very good. We have another big game called Pokemon Champions actually is arriving in 2026. I actually thought this would be this was just announced what like five days ago on the trailer. 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 haven't announced it, but it's arriving 2026. 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 the stadium battle. So imagine some of the episodes literally where just Ash goes and like he like just literally just battles the Pokemon. So this is basically it. So, it's connected to Pokemon Home, which is very intriguing because Pokemon Home is the central app where you can store your Pokemons from the other app. I've seen even some movements where people were kind of being afraid of Scoply super monetizing Pokemon Go. So, they would move their Pokemon here into Pokemon Home and then just migrate here into Pokemon Champions or I don't know. We'll see. 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 I'm really looking forward like how Scope Play 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

with each other because this is definitely not something like Pokemonite the mobile which isn't like even in the chart 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, can't wait. Garina Freef Fire. Yeah, this game just announced or let's say celebrated it 8th uh anniversary. This is doing amazingly well. still doing something like what 50 million a month even though you could say that it's uh on based on his daily user count which is like 242 million sorry that was u monthly daily is something like 80 million basically it's because this game is pretty much uh monetizing very intensively in low paying countries You see the biggest source is India,

then Brazil, Indonesia, Vietnam, Mexico. So yeah, this is not really a like western/veestern tier one game. 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. It's a staple there in in Asia and in in in the east harbor. Yeah. So this thing is scaling like crazy. is actually the winner of this whole chart regarding its growth. You could see Gossip Har was plus 76% in last 6 months. Yep, this thing is just being scaled like there's no tomorrow. Microphone is really choking the whole kind of merch category because they also have Seaside Escape. They have like few more other merch games. There's the new Flam merch game going. There's going to they going to be challenged by Tasty Travels which is coming from Century Games. We covered that game recently on the podcast. Yep.

There's going to be very very interesting because the whole merch category pretty much increased this whole revenue. It's not that like these games are competing with each other. They actually increase the revenue of the whole category. And again, this is still scaling like crazy uh to something like 2 million a day nearly. And you can see the download spike here in July. 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 put the pedal to the metal and it's like 250k downloads a day now. And um if we would put uh let's put Seaside Escape here which is their other game. Uh, and you can see that the downloads there, they pretty much downscaled because I guess the decision there was like throw everything into Gossip Harbor like yep, we just go like all in. So, let's see how how this one works out. Then we have Township, which uh 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 and this is a monster of a game because the 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 Farmville style simulation. It's also a match tree event. I don't know what they added into it. It's hitting literally record revenue in just this year March something like 50 million uh a month. And if you look at the portfolio, you could see this yellow blob like starting from somewhere here pretty much taking over where if you look at uh garden scapes, garden scapes actually downscaled a little bit. So yeah uh you would expect that garden scapes host scapes are taking the priority but that's not the case because again garden strengths went garden scapes went in a little bit of decline into 38 million a month for last uh last month so yeah so as for the player portfolio township is

the king now so if you recap the 130 million for the June for whole play portfolio it's township 38 guardianscape 36 homescape 25 vision 24 and manner matters 2 million something. So Flexics is basically still having these four staple games with just down being the best but most stable of them I would say. Then we move on to Hongai Star. Mihoyo is still in the top chart here. The important part regarding Mihoyo that still hitting very very diminishing returns unfortunately. So again, because you see these spikes, it 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 hit its lowest month actually in July, which is 15 million a month. But again, this depends on like when in the month the gacha goes because like the month before like year April is 60 million. So it's again very spiky.

You can really say 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 I won't kind of you know put the lipstick on the pig here. The problem is this again striky revenue if we put it on quarters. 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. 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, obvious what's happening here. I hope the guys really make a new game. And I mean really new game, not just new core gameplay on their tecton progression which they mean reusing these last three games because you see how like Zenless Zone Zero actually went over Hong Kai recently.

But again, it really depends on like which which game is just running it gacha. You can really compare between the two. But yeah, let's see. Genshin 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. It's it's still like not bankrupting tomorrow or something, but they really need to do something different otherwise they just can run it down uh eventually. Call of Duty Mobile very stable revenue. That was what 11th spot on the chart with 222 million for last 6 months. Uh where we go? Sorry. Here we are. Yeah, doing something like 33 million a month. Very very stable. Then we have Brawl Stars which actually have fallen from grace a little bit. Uh so we'll we'll now go to the supercell segment.

So Brawl Stars itself is in decline. It went into that, you know, peak during May 2024 last year with like 90 million month, which was monstrous for a game that's been like what, like 6 years old. And then, 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. But the revenue part again it's important that I don't know where where this this goes. Still if you look at the baseline the baseline is just much higher than it was before. It's something like 600 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 2020 or sorry Christmas 2023. Yeah, we'll see. 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 giving players the ability to purchase the battle pass for hard currency so now you need to pay which again shows itself so that's there but yeah we'll see again I'm a little bit skeptical about Supercell current pipeline and what they're doing like with all the games such is Rice Mo and Squad Busters. I guess their their whole setup still seems to me a little bit of like uh five years ago whereas like if you look at all the giants there which are playing the heavy UA game. Yeah, it's different and Supercell still kind of stubbornly goes with their like nomen and tested UA which is basically their army of influencers on YouTube and everywhere which is great. It works. The question is how it will work further. But yeah, let's see. Like they're they're not

having a bad time really. It's just that they again similar to Mihoyo, they need to figure out what to do next in order to break this chain of like I would say a little bit of misfortune lately. Then we have Clash of Clans. Uh this is the other story. I would say Clash of Clans being super stable. Just remember when I covered they have some collaborations and stuff doing just constantly something like 3540 million revenue a month. Again web stores are in play here. Supercell has their own web store had that before. So we don't see everything but this is in very very stable spot. And then Clash Royale is actually the second 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 it launch in 2016 then there were some rebalances stuff like that yada yada yada and then we see that there's this like sudden spike here so what's what's happening here so

what's actually happened is that uh 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 the Clash Mini. Clash Mini being the auto chess version of the game that they killed and they I guess refurbished it or remodeled it and put it into the actual game. Now, 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 game play. The board isn't square grid. It's just normal hex hex grit because hexagons are the bestagons. But yeah, it's against four players now where they have like these different rounds. It's a little bit a mix of tournament system. You have your units that you merge on the board. You can buy new units with gold between the rounds. Where's the merge? as you can see here.

Then if you lose your king gets the damage to his head as usual like minders of trick. I don't know if I can get like a merch happening in this video. Probably not. Um yeah, that happened there because you see the stars. So damage on the left side. you see all of these kind of a types which are pretty much the bonuses that incentivize you to collect specific units to apply these bonuses to those units or or the whole team or however it's kind of done there. So yeah, it's pretty much auto chess. So they added auto chess. It seems it work very very well for them. 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 1 million nearly 2 million a day. So last time this happened was in Yeah, this is just like a spike year.

Yeah, in 2021 four years ago. So we'll see what happens there. Love and Deep Space. Uh that was spot 21 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 uh actually designed targeted for women. Yep. This game is just great. Again, mostly Asian revenue uh which means that uh 55% is coming from China. There's still considerable 15% coming from US but then again we have Japan, Taiwan, Hong Kong and so on so forth. Yeah, it's is a Asian version of interactive stories. Then we have E Football. I haven't seen this game anywhere. I guess we skipped that not strong in sports category. This has been growing very interestingly for last 8 years 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. 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. Yeah, of course. Japan. Japan 45% China 14% and Thailand. Malaysia. US is just 4%. And that again US is not strong on football. US have their own version of American football. I mean like soccer and then South Korea. Yeah, this doesn't seem that like the the main soccer or football countries in the Europe are interested in this. This is just the Asian Asian population spending here. Maybe we should look at it. But again heavily 45% Japanese revenue. Then we have Tomblast. Yeah, Peak has

been on a very good ride recently with like the scaling of Match Factory. Doom Blast, their biggest game also haven't been left behind. You see how it pretty much scaled up back to something or I think it's like alltime high. Yes, it's at its all-time high of 30 million a month, which is great because again, Tomb Blast, an 80-year-old game. If you look at downloads, yeah, very very stable. So they're doing something very very well. Again, they're big competition locally with Dream Games. And then last one on the list, the 25th game is NCOFT Lineage 3 if I read that right, but I guess it will be just in Korean or No, Lineage. Yeah, sorry. Lineage. Yeah, Lineage. uh local brand in South Korea. I grew up playing Lineage 2. It's

just as it is. And as you see here is 86% revenue from South Korea. 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. I would say a little bit more brut a lot more brutal with all these these mechanics, but it's just a staple there. this this whole IP just won't go away ever because there are multiple I 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. 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 uh because we definitely

want to estimate some more numbers here. One kicker game that I haven't uh 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 there which is again very very old Asian IP web game basically that finally kick itself to do a mobile release and it did amazingly well. I hope they finally release it to the west uh so we can analyze it. But yeah, that game would be something probably top 10 I would guess in the last 6 months. Again, I don't know. Need to ask friends in in China how that is doing there that well. But yeah, don't don't forget about that game because we still we will heard I think it's the last this is not the last time we heard about this game. Anyway, have a nice day. See you around. to join us in the Slack channel. If you have any other questions or any requests or you want a

different format or suggest a setup that we should run regarding these, let us know. We're looking for that. See you next time. Ciao. [Music]