Solitaire Grand Harvest

TWIG #394: Playtika's Solitaire Meltdown, the AppLovin-AdMob Duopoly and Why Nobody Wants New Games

The mobile gaming industry is currently navigating a period of significant contraction and structural instability, characterized by a shift in consumer preference toward established titles over new releases.

• AppLovin and Google’s AdMob now control 65% of global gaming ad revenue, creating a market duopoly that contributes to rising user acquisition costs and CPI inflation.
• Global mobile game downloads have declined by 12% as consumer preference shifts away from new releases toward established, high-retention titles.
• Playtika’s portfolio is experiencing a 35% year-over-year revenue decline, exacerbated by internal cannibalization from the launch of Disney Solitaire and ongoing legal challenges.