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Honkai: Nexus Anima

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Cover of Direct-to-consumer banks $17 billion and Google rolls out fee changes | Week in Mobile Games podcast
32 min
PocketGamer.biz32 min

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.
PocketGamer.bizJun 2026
Cover of Google Play store fees, Kingshot's World Cup ads, AppsFlyer gets $1bn, Kabam layoffs, more
20 min
Mobilegamer.biz20 min

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.
Mobilegamer.bizJun 2026