TENCENT(HK:00700) 3 6 Ke·2025-07-11 02:03Core Insights - The mobile gaming industry is experiencing significant shifts in revenue rankings, with "Honor of Kings" maintaining its top position, generating $1.05 billion in the first half of the year [1]. Group 1: Revenue Rankings - "Honor of Kings" remains the highest-grossing game with $1.05 billion in revenue [1]. - "Last War: Survival Funfly" and "Whiteout Survival" have risen to second and third place, respectively, with revenues of $895 million and $834 million, marking a substantial increase from their previous rankings [2]. - "Royal Match" and "PUBG Mobile" follow, with revenues of $813 million and $734 million, respectively, showing notable year-on-year growth [2]. Group 2: Year-on-Year Growth - "Last War" saw its revenue surge from $438 million in the previous year to $895 million, while "Whiteout Survival" experienced a similar increase from $369 million to $834 million [2]. - "Royal Match" and "PUBG Mobile" also reported significant growth, with "Royal Match" increasing by approximately $200 million to $813 million and "PUBG Mobile" growing by about $120 million to $734 million [2]. Group 3: Other Notable Performances - "Monopoly Go" experienced a slight decline in revenue from over $700 million to approximately $683 million [3]. - "Candy Crush Saga" grew by about $90 million to $619 million, despite layoffs at its parent company, King [3]. - "Pokémon TCG Pocket" debuted strongly with $488 million in revenue but showed signs of declining popularity, dropping from nearly $100 million monthly to about $55 million by June [3]. Group 4: Stability and Declines - "Coin Master" demonstrated stability with a revenue of $385 million, reflecting a modest increase of $15 million [4]. - "Roblox" faced a significant decline in revenue from $563 million to $361 million, attributed to missing iOS income [5]. - Among the top 20 games, "Pokémon Go" grew by nearly $30 million to $287 million, while "崩坏：星穹铁道" saw a decline of $110 million to $269 million [6]. Group 5: Emerging Trends - Older games like "Monster Strike" and "Clash of Clans" are experiencing a slow decline, while "Clash Royale" is regaining momentum [8]. - Newer titles such as "鸣潮" and "Travel Town" are gaining traction, with revenues of $133 million and $127 million, respectively [8].