Mobile Gaming Today #115
Highlights of the week ¯\(ツ)/¯
What’s NEW? 👇🏻
100-LV Deconstruction of Yarn Loop by Spyke Games 🧩
#2 highest-grossing in Conveyor Puzzle
$5.5M in monthly IAPs + keeps scaling 🤘🏻
~$22M total IAPs out of 6M Downloads already!
OK. What’s HOT? 🦧
💰 Gaming Fund vgames Launched $500M Growth Capital Platform
Backed by Phoenix, the new model finances growth, while repayments are tied directly to the revenue generated instead of fixed loan schedules.
⚡️ Two PLAYSTUDIOS Executives Left to Launch AI Startup!
After more than a decade at PlayStudios, CTO Ross Stovall stepped down to launch a stealth AI startup alongside GM Dor Mogev.
💰 ex-ironSource Team to Build AI’s Next Ad Monetization Platform?
Former ironSource & Unity leaders raised $27M in Seed funding for Velocity, a startup building the monetization and distribution layer for AI native applications.
🇹🇷 Türkiye’s Bold Games Raises $6M to Scale Market Match
The round was led by Arcadia Gaming Partners, Makers Fund & e2vc.
😶🌫️ Gaming Raises Billions, Mobile is NOT Growing!
Mobile IAP dropped to $19.4B (-4% YoY)
Downloads fell 12% YoY to multi year lows
⚡️ Xbox Bets BIG on Mobile Gaming!
Xbox did not just cut 3,200 jobs…
King & Mojang are now at the center of Microsoft’s gaming business.
💸 Who is buying Mobile Gaming?
Take-two to Savvy, Tencent to Blizzard…
🧩 New Puzzle Order: The Rise of Sort, Block & Screw
For years, Match 3, Merge & Blast dominated everything.
However, the audience moved...
• Match 3 + Merge + Blast fell from 95% → 80% of Puzzle IAPs.
• Their install share collapsed from 75%+ → below 25%.
GROWTH? 👉🏻 Sort, Block & Screw ¯\(ツ)/¯
💵 Stillfront Extends €60M Loan While CEO Search Continues
Giving them a longer debt runway during its leadership transition.
🇨🇳 Chinese GIANT Learnings: From Hypercasual Hits to $25M Merge-2
A deep dive for the studio behind Vita Mahjong. 1.8B+ installs!
⚡️ Bye, Niantic. Welcome, Scopely Explore!
A year after acquiring Niantic for $3.5B, Scopely just renamed it Scopely Explore.
⚡️ Nintendo Shuts Down Mario Kart Tour After 7 Years
Another title removed from Nintendo’s mobile games portfolio.
🇨🇳 Tencent’s Rust Mobile Hits 3M Pre-Registrations
PC Gaming’s BIG survival franchise strong momentum before its next Beta.
Last??
JOBS-JOBS 🤟🏻
After all these LAYOFFS…
Doing our best for ya 🌿
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