Monthly Game Industry Report: September 2022

Key insights

6 takeaways

01
Lilith Games' Rise of Kingdoms became the most revenue-generating mobile game in Q2 2022, earning over 179.5 million during the three-month period.See it on page 6
02
Tencent's Honor of Kings topped the overall July 2022 mobile revenue chart with 225.88 in player spending, and nearly 95% of its revenue came from China.See it on page 7
03
Stumble Guys took the number one spot in overall downloads for July 2022 with over 30.5 million downloads, about ten times the previous year.See it on page 9
04
Android apps generated 54% of mobile ad revenue in Q2 2022, against 46% for iOS.See it on page 12
05
Roblox reported a Q2 net loss of $176.4 million despite net revenue rising to $591.2 million, with average daily active users up 21% year-over-year to 52.2 million.See it on page 18
06
Almost 71% of the H1 2022 deal value came from five big deals.See it on page 38

Summary

The document is a September 2022 monthly compilation of game-industry news and data, drawn from multiple third-party sources including Apptica, SensorTower, GameRefinery, Tenjin, Perforce, Technavio, PwC, HIRO Capital and others. It covers top-grossing and most-downloaded mobile games for Q2 and July 2022, mobile ad revenue distribution, cloud gaming forecasts, company quarterly results for Q2 2022, and H1 2022 deal activity.

In mobile rankings, Lilith Games' Rise of Kingdoms reached 2 billion in lifetime revenue and earned over 179.5 million in Q2 2022, making it the most revenue-generating mobile game in that quarter. In July 2022, Tencent's Honor of Kings topped the overall revenue chart with 225.88 in player spending, while Stumble Guys took the number one spot in overall downloads with over 30.5 million downloads.

For ad revenue, the document reports that Android apps generated 54% of revenue against 46% for iOS in Q2 2022. It also reports that AppLovin led ad monetization channels on both platforms.

For company results, Roblox reported a Q2 net loss of $176.4 million on net revenue of $591.2 million, while Tencent's Q2 2022 revenue fell 3% year-over-year. Take-Two reported net bookings of $1 billion, up 41%.

In deals, the document reports 455 deals worth 43.3 billion in H1 2022, with almost 71% of deal value coming from five large deals. Microsoft's pending acquisition of Activision Blizzard for $68.7 billion is cited among unfinished agreements.