Mobile reports and market data
Documents
Public Mobile Gaming Publishers: Resilience & Adaptation in a Shifting Landscape
The mobile gaming industry has experienced significant shifts following years of rapid expansion and a pandemic-driven surge, encountering tougher conditions in the post-IDFA era.
- Aggregate market capitalization for major mobile gaming publishers has plummeted by more than 50% since January 2022, with most stocks remaining below pre-IDFA valuation peaks.
- User acquisition costs have surged to as high as $40 million per firm, while diminishing returns on these campaigns have compressed EBITDA margins and forced a shift toward cost control.
- MTG outperformed the broader market with a 50%+ share price increase and 9% organic growth in Q4 2024, driven by disciplined M&A and operational efficiency.
Enabling Growth: Cohort User Acquisition Financing
The mobile gaming market is experiencing a rebound, with a projected 4% growth in 2025, driven by innovations in in-app advertising (IAA), AI-powered AdTech, rewarded ad platforms, multiplatform adaptability, and IP licensing.
- Mobile gaming is projected to grow at a 5.0% CAGR from 2020 to 2025, supported by a 16.2% increase in in-app advertising and AI-driven ad tech.
- Cohort-based UA financing allows studios to fund up to 80% of monthly acquisition costs by leveraging future revenues, providing an alternative to scarce venture capital.
- Studios utilizing cohort-based financing have demonstrated the ability to increase monthly marketing spend by 16–38% while maintaining founder control over equity and IP.
The Take-Two Diaspora: Why Alumni Win Big in Mobile, Not AAA
The document analyzes investment trends in gaming studios founded by alumni of Take-Two Interactive and its subsidiaries between 2020 and 2025 year-to-date.
- Former Take-Two senior executives founded 23 startups between 2020 and 2025, securing $1.2 billion in capital across 43 deals.
- Dream Games, a prominent alumni-led studio, achieved a $2.5 billion exit in July 2025, highlighting the high valuation potential of these ventures.
- Alumni-led firms significantly outperform industry benchmarks, with a 60% rate of raising a second funding round within one year compared to the 20% industry average.
Swipe Before Type: India's Interactive Media Consumer Survey 2024–2025
The "Swipe Before Type: India's Interactive Media Consumer Survey 2024–2025" report by Lumikai analyzes the consumption patterns, preferences, and monetization behaviors of interactive media users in India.
- Gaming dominates high-value consumer spending, capturing 70% of wallet share for transactions exceeding INR 1,000, while video and social media command 30% each at the INR 200–500 price point.
- Mobile-first gaming remains the primary format, but 30% of users now engage via PC and 22% via consoles, with casual and midcore titles driving 8 hours of weekly engagement.
- UPI is the near-universal payment method for digital content, accounting for 90% of all in-app purchases.
Asia Pacific Market Report 2025: Creating Opportunities for Video Games in Asia
The Asia Pacific Market Report 2025 analyzes the diverse and rapidly evolving video game landscape across the Asia Pacific region, identifying it as the world's largest by revenue and a global innovation hub.
- Southeast Asia is the region's fastest-growing mobile-centric market, currently valued at $14.8 billion and driven by a demographic of 680 million residents under the age of 30.
- Japan remains a global cultural powerhouse, with iconic franchises generating $215 billion in worldwide influence and $178.8 million in IP-specific revenue.
- Esports in Southeast Asia is a significant economic driver, with projected revenue between $350 million and $380 million.
Investing and Financial Management App Market and Advertising Trends 2025
The investment and financial management app market is undergoing significant expansion, primarily fueled by the rise of mobile-first trading and cryptocurrency platforms.
- Global downloads for investment and crypto trading apps rose 12% in 2025, reaching approximately five billion total downloads.
- User demographics are heavily male-skewed, with crypto apps reaching over 90% male users and emerging markets like India and Vietnam reporting only 13–17% female participation.
- Market preferences are geographically fragmented: U.S. and Japanese users favor established brokerages, while consumers in India and Southeast Asia prioritize local, mobile-centric platforms.
1H 2025 Amazon Retail Media: An Inside Look at How Brands Are Showing Up
This report analyzes Amazon's retail media landscape during the first half of 2025, leveraging data from Sensor Tower's Retail Media Insights.
- Amazon Retail Media dominated the market in 1H 2025 with $618 million in ad spend, significantly outpacing Walmart ($236 million) and Chewy ($105 million).
- Amazon’s advertiser base is nine times larger than Walmart’s, hosting 9,542 unique advertisers compared to Walmart’s 1,076.
- Samsung, Unilever, and L’Oréal were the top spenders in 1H 2025, contributing $7.1 million, $5.7 million, and $5.3 million respectively.
State of Mobile 2025: Why Community Wins on Mobile
The "State of Mobile 2025: Why Community Wins on Mobile" report, developed in collaboration with Reddit, Adjust, and Sensor Tower, examines the current mobile app landscape and emphasizes the critical role of community in driving long-term app growth.
- Reddit-acquired users demonstrate significantly higher lifetime value, with 41% higher Day-1 spend than other social platforms and 159% higher than digital media.
- Reddit users exhibit superior long-term retention and engagement, spending 55% more time in-app on Day 1 and 103% more by Day 30 compared to other channels.
- Global mobile in-app purchase revenue reached $150 billion in 2024, representing a 13% year-over-year increase, while total usage hit 4.2 trillion hours.
Gaming in Africa 2024
"Gaming in Africa 2024" presents a comprehensive analysis of the burgeoning video game market across four key African nations: Egypt, Kenya, Nigeria, and South Africa.
- The African gaming market is overwhelmingly mobile-centric, with 92% of users playing on phones and Android devices accounting for 92% of all downloads.
- Monetization is driven by microtransactions, utilized by 63% of players, with Kenya serving as a key market where mobile money accounts for over 60% of payment methods.
- Player engagement is high, as 78% of respondents played within the last day and one-third of gamers spend three or more hours per session.
A Shortcut to Your Own Game Insights Platform
This document outlines GameAnalytics' turn-key data solutions, "Player Warehouse" and "Raw Export," designed to provide game developers with deeper, more flexible access to their game data.
- GameAnalytics provides a turnkey data pipeline that eliminates the need for custom ETL development, proprietary SDKs, and ongoing infrastructure maintenance.
- The platform offers two primary data delivery methods: Player Warehouse for daily refreshed, SQL-ready event tables and Raw Export for real-time JSON streaming.
- A publisher utilizing Raw Export achieved a 50% increase in lifetime value (LTV) across 19 titles, while a VR MMO leveraged Player Warehouse to improve player engagement.
East vs. West: Monetization Trends
Mobile gamers in Eastern markets demonstrate higher spending frequency and larger average purchase amounts compared to their Western counterparts.
- Eastern mobile gamers demonstrate a significantly higher propensity for large transactions, with 76% of purchases exceeding $10 compared to only 42% in Western markets.
- Western mobile gamers are more likely to make small-scale purchases, with 8% of spenders in the West opting for transactions under $5, contrasted with 30% in the East.
- Monetization strategies in the West should prioritize value-based bundles, as these resonate more effectively with the purchasing preferences of Western players.
Bilan du Marché Français: 2025
The French video game market experienced robust growth in 2025, reaching €5.8 billion, marking its second-highest historical performance with a 2.9% increase.
- The French video game market reached €5.856 billion in 2025, a 2.9% year-over-year increase and the second-highest revenue in the industry's history.
- Mobile gaming experienced an 11% surge to reach €1.792 billion, with free-to-play models accounting for 94% of that sector's total revenue.
- Market share is distributed across consoles (44%), mobile (31%), and PC (26%), with software sales—driven by digital content and microtransactions—comprising over two-thirds of total revenue.