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3 Things from 2025 Play Ventures Summit

𝗧𝗵𝗿𝗲𝗲 𝗧𝗵𝗶𝗻𝗴𝘀 𝗳𝗿𝗼𝗺 𝟮𝟬𝟮𝟱 Play Ventures 𝗦𝘂𝗺𝗺𝗶𝘁 1. Game Founders: Get In Front of the CameraOne team had success marketing to Gen Z by going direct. This is another strategy that Lulu Cheng Meservey (fmr. Chief Communication Officer ATVI) advocates, but for different aims. One for founders to remain in the driver's seat of their own story, while another is about great marketing creative that drives authenticity. I rarely see game founders take the lead on either of these dimensions. To the extent game founders "talk to customers", it's usually customers talking 𝘢𝘵 them rather than proactively seeking to extract from random samples. UXR is useful here, but it's one data point, just as talking to customers is another. The great thing about marketing creative is that it's cheap to try, so there's not a lot to lose. At worst, […]

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Incremental Mobile Gamers till 2027

In the next years, mobile gaming (and in general, whole gaming) will be growing more by growing the average value per gamer than just by growing the number of gamers. Still, there are some regions where we will see incremental mobile gamers in the next years (based on Newzoo data from February 2025). Most of those incremental gamers will come from Africa, Asia, and Latin America.

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Mobile gaming’s $4.1 billion reboot

Three predictions on what's next Is Apple changing its stance on gaming? With the financial fallout from its recent loss to Epic Games becoming more transparent (see below), Apple may finally have a reason to rethink its long-standing indifference toward interactive entertainment. Steve Jobs never really cared about games, except when he did. In a 2010 earnings call, he proudly noted that Apple had become the world’s biggest mobile gaming platform “without even trying.” One theory is that Apple doesn’t “get” games because it doesn’t need to. The company treats gaming as ancillary to its real business: hardware margins and ecosystem control. According to John Carmack in a 2008 interview, Apple’s design ethos and tight-fisted approach don’t mesh with the creative chaos and technical demands of user-driven, high-performance gaming But that stance appears to be shifting. In just one week, Apple […]

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HTML5 Gaming Gold Rush: Discord, Telegram, X & More

The huge potential for games on Discord, Telegram, and every platform with a browser. After years of false starts, HTML5 gaming is experiencing a stunning reversal—backed by GPU advances from the AI boom, 5G ubiquity, and platforms desperate to escape Apple and Google's grip. Playgama CEO Dmitry Kachmar reveals why major platforms from Discord to Telegram are racing to become gaming destinations and why, this time, the technology, economics, and timing finally align. Why this matters to you: The app store monopoly is cracking: Learn how to leverage alternative distribution before everyone else catches on Every social platform wants games NOW: Discord, Telegram, and others are creating massive new audiences hungry for content Lower CAC, instant distribution: Discover why HTML5 games can achieve profitability with traditional web marketing tactics Platform-specific insights: Critical design differences between Telegram's mobile-first and Discord's desktop-first […]

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SensorTower Southeast Asian Mobile Gaming Market Report 2025

The mobile gaming market in Southeast Asia (SEA) continues to surge in 2025, cementing its position as one of the most promising regions for game developers and publishers. This report, based on SensorTower data, explores App Store and Google Play performance across SEA, including top-performing genres, market-specific trends, and leading games by downloads and revenue. 🌏 SEA is a mobile gaming powerhouse, ranking #2 globally for downloads (1.93B in Q1 2025) with $625M in IAP revenue (ranked #7). 🇮🇩 Indonesia leads SEA in downloads (870M in Q1 2025), while Thailand tops IAP revenue ($162M). 🎮 Arcade & Simulation subgenres dominate downloads, while Strategy, RPGs & Shooters lead IAP revenue. Mobile Legends: Bang Bang remains the top earner. 🔎 Subgenre deep dives are included for Indonesia, Thailand, Vietnam, and the Philippines. 💼 A special case study on Mobile Legends: Bang Bang […]

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Advisor Equity Ranges?

I often see founders giving advisors 2% to 5% of their company. That's nuts. You want to save your precious equity for people who will actually work 100% for your company. If you want an advisor, but they ask for more than 1%, share them this picture. Bookmark it for future reference.

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Trends in Different Mobile Gaming Genres

What are the trends and opportunities in different mobile gaming genres after the first few months of 2025? I did quite deep analysis (based on Sensor Tower data) and I am sharing part of it here. In that data: - each of the categories is presented with 2024 data (illustrating the growth from 2023 to 2024), - and with 2025 data (illustrating the growth from Jan-April 2024 vs Jan-April 2025) - Size of the bubble presents the in-app/subscriptions revenue (2025 is extrapolation from current data). - iOS data from China is excluded (I do not see it relevant for 99.9% of developers) - you can see the "journey" of specific genre in the last years.Limitations of the analysis - the data does not include web stores data - for that reason especially core gaming genres will be a little underrepresented […]

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Outplay Entertainment layoffs 15% of staff

Outplay Entertainment has laid off 21 employees as part of a restructuring move aimed at adjusting to current business conditions. CEO says, "This was not a decision we took lightly," The studio, based in Dundee, Scotland, claims to be the UK’s largest independent mobile game developer with a team of 135, although it’s unclear whether this number reflects the recent job cuts, roughly 15% of the workforce. CEO Douglas Hare explained to MobileGamer that the decision affected team members across multiple departments and was part of a shift toward working more closely with publishing partners on future projects. He emphasized that the layoffs were not taken lightly and expressed gratitude to the affected staff, highlighting their contributions to the company and committing to help them during the transition. Outplay is known for mobile titles such as Gordon Ramsay's Chef Blast, […]

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80,000 new Mobile Apps are added each month. Games?

An estimated 80,000 new mobile apps are added each month, with mobile games accounting for approximately 10-15% of this total...😲 (based on 42matters data) With that each of stores has ~2 mln apps in total. Of course majority of downalods and revenue comes from small number of them (around 50% of those Google Play and 60% of iOS apps have not received a single rating).On the other side of the story, number of apps is rather declining than growing (comparing with some 2024 data). ...

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Apple Fails to Stop App Store Reforms in Epic Games Case

Apple has lost its attempt to delay court-ordered reforms to its App Store, following a ruling from the 9th U.S. Circuit Court of Appeals. The court denied Apple’s request to pause key provisions of a federal judge’s decision that compels the tech giant to open its App Store to more competition, part of a long-running antitrust case filed by Fortnite developer Epic Games. Highlights? Court Rejects: The appeals court upheld U.S. District Judge Yvonne Gonzalez Rogers' April ruling, which found Apple in contempt for evading an earlier injunction. Reforms Ordered: Apple must halt practices such as its 27% fee on external app purchases and allow developers to link to outside payment methods freely. Epic Celebrates Ruling: Epic CEO Tim Sweeney declared the decision as the end of the "Apple tax" in a post on X. Apple’s Response: The company expressed […]

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Layoffs Again? First Wooga, now Playtika

Playtika lays off staff following Wooga’s recent job cuts. Up to 160 jobs cut on Best Fiends and Redecor teams. Shortly after Wooga’s 50 layoffs, Playtika has reportedly let go of a number of employees, mainly from its Best Fiends and Redecor teams, according to PocketGamer.biz. Multiple current and former team members took to social media to share news of the layoffs. PocketGamer.biz identified around 20 affected individuals now seeking new opportunities via LinkedIn. The roles impacted span various departments, including QA, engineering, team leadership, talent acquisition, art, and development. Some of those affected had only recently joined the company this year. The total number of layoffs has not been confirmed, and Playtika has declined to comment. Data? Player spending in Best Fiends has been steadily declining for several years. Meanwhile, Redecor's revenue has also dropped, leveling out over the […]

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The Rise of the Financial Kingmakers: Private Equity’s $21B+ Bet on Gaming

Written by our Partner, InvestGame. In under a decade, private equity has transitioned from cautious spectator to one of the major industry dealmakers, deploying over $21B across 68 deals since 2018. This notable shift—from holding just 10% of the deal count to commanding a significant 30% share of mid-to-large cap gaming M&A—underscores PE’s escalating confidence and decisive role in shaping gaming’s landscape. Post-pandemic market dynamics catalyzed heightened institutional investment activity, exemplified by headline-grabbing transactions like Savvy Games Group’s $4.9B purchase of Scopely, EQT’s $2.8B public takeover of Keywords Studios, CVC’s $1.3B secondary for Dream Games, and the second PE-to-PE turnover of Jagex at $1.1B. Private equity firms are now playing big—but what has triggered this transformation? This analysis sheds light on the strategic catalysts behind private equity’s rapid ascent in gaming, highlights key investment strategies underpinning this surge, and provides […]

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