Evercore ISI's senior analyst Robert Coolbirth says AppLovin (NASDAQ: APP) has a "significant long-term growth runway†in both mobile gaming and e-commerce advertising. Still, APP shares are crashing ... ...

过去几年，海外手游营销环境发生了一个几乎所有从业者都能感受到、却很难彻底解决的变化：投放还在继续，但归因却越来越"看不清楚"。 在iOS隐私政策持续收紧之后，用户级追踪不再是默认选项，而是一种受限能力。归因这件事，从曾经的"基础设施"，逐渐变成了一个需要不断权衡、妥 协与重构的复杂问题。 而这背后的影响，并不只是数据好不好看，而是正在实实在在地影响海外手游的扩量效率与决策质量。 一、海外手游营销进入"低可见性时代" 根据《2025移动广告全球市场报告》的预估，2024年全球移动广告市场规模约为2777亿美元，预计将在2025年增长至3195亿美元，同比增长约15%。在隐 私优先的大背景下，这种规模的增长表明广告主依然在持续加码移动广告投放，而不是收缩预算。 但真正的问题在于，iOS隐私政策落地后，海外手游投放环境出现的几个明显而普遍的变化：用户授权率不可控、用户级追踪受到严格限制、 SKAdNetwork (SKAN) 成为iOS归因的重要基础框架等等。同时广告平台、第三方归因工具以及游戏内部数据之间的差距，正在被越来越多团队感知到。 在实际投放中，许多市场团队都有相似的体验：同一批投放，在不同系统里呈现出完 ...

Core Insights - The company has experienced significant success in the gaming vertical, which remains the majority of its business, indicating a durable growth trajectory [1] - The competitive environment in mobile gaming is evolving, prompting the company to reassess its historical growth expectations of 20% to 30% [1] Mobile Gaming Growth - Mobile gaming growth can be broken down into various components, with supply growth being a critical factor that is often overlooked [2] - The supply driven by the MAX marketplace is growing at a double-digit rate year-over-year, presenting substantial opportunities for overall mobile gaming growth [3]

Join our community now to receive exclusive research about various companies and other opportunities along with full access to my portfolio of historic research that now includes over 1,000 reports on over 100 companies.Aaron Chow, aka Elephant Analytics has 15+ years of analytical experience and is a top rated analyst on TipRanks. Aaron previously co-founded a mobile gaming company (Absolute Games) that was acquired by PENN Entertainment. He used his analytical and modeling skills to design the in-game eco ...

Core Insights - Playtika's World Series of Poker (WSOP) free-to-play app has launched a collaboration with the National Football League (NFL), featuring special NFL-themed in-game content available until February 8, 2026 [1][4]. Group 1: Collaboration Details - The partnership combines the excitement of NFL games with poker, creating a unique gaming experience that enhances user engagement [2][3]. - Users can participate in a 13-week sweepstakes with NFL rewards, adding an extra layer of competition and excitement [2][3]. Group 2: New Features and Events - The collaboration introduces several new features, including NFL-themed missions, collectible cards, and exclusive avatars representing NFL teams [9]. - Players can earn special in-game currency and compete in themed events for exclusive NFL-branded rewards, such as collectible rings and championship bracelets [9]. Group 3: Company Background - Playtika, founded in 2010 and headquartered in Herzliya, Israel, is a leader in mobile gaming and technology, known for its free-to-play social games [8]. - The WSOP app is one of the most downloaded free poker games globally, catering to millions of players across various platforms [5].

Accessibility StatementSkip Navigation SHANGHAI, Nov. 25, 2025 /PRNewswire/ -- Gamehaus Holdings Inc. ("Gamehaus" or the "Company") (Nasdaq: GMHS), a technology-driven mobile game publisher, today announced its unaudited financial results for the first quarter of fiscal year 2026 ended September 30, 2025. First Quarter of Fiscal Year 2026 Financial Highlights First Quarter of Fiscal Year 2026 Operating Highlights Average Daily Paying Users, or Average DPUs, is defined as the number of individuals who made a ...

Core Insights - The article highlights a free two-week trial offer for the Distressed Value Investing community, which provides exclusive research on various companies and investment opportunities [1] - The author, Aaron Chow, has over 15 years of analytical experience and co-founded a mobile gaming company that was acquired by PENN Entertainment, showcasing his expertise in the industry [2] Company and Industry Summary - Distressed Value Investing focuses on value opportunities and distressed plays, particularly in the energy sector, indicating a strategic emphasis on sectors that may offer significant returns [2] - The community includes access to a portfolio of historic research with over 1,000 reports on more than 100 companies, suggesting a comprehensive resource for investors [1]

Hong Kong, Nov. 21, 2025 (GLOBE NEWSWIRE) -- DarkIris Inc. (Nasdaq: DKI) (the “Company” or “DarkIris”), a comprehensive technology enterprise engaged in the development, publishing and operating of mobile digital games through various third-party digital storefronts, today announced that on November 18, 2025, it received a deficiency letter (the “Notice”) from the Nasdaq Listing Qualifications Department (the “Staff”) of The Nasdaq Stock Market LLC (“Nasdaq”). The Notice informed the Company that, based upo ...

Core Insights - The article highlights a free two-week trial offer for the investment group Distressed Value Investing, which provides exclusive research on various companies and investment opportunities [1]. Group 1 - The investment group Distressed Value Investing focuses on value opportunities and distressed plays, particularly in the energy sector [2]. - Aaron Chow, known as Elephant Analytics, has over 15 years of analytical experience and is a top-rated analyst on TipRanks, previously co-founding a mobile gaming company that was acquired by PENN Entertainment [2]. - The group claims to have a portfolio of historic research that includes over 1,000 reports on more than 100 companies [1].

Core Insights - Playtika Holding Corp. (NASDAQ:PLTK) is recognized among the 15 stocks with the highest dividend potential for investment [1] - Freedom Capital Markets has initiated coverage on Playtika with a Hold rating and a price target of $3.75 [2] Financial Performance - In Q3 2025, Playtika reported revenue of $674.6 million, reflecting an 8% decline year-over-year - Direct-to-Consumer (D2C) revenue increased by 20% year-over-year to $209.3 million - Average Daily Paying Users rose to 354,000, marking a 17.6% increase from the previous year - The company maintains its full-year revenue outlook of $2.70–$2.75 billion and adjusted EBITDA of $715–$740 million [3] Strategic Goals - Management aims to achieve 40% D2C revenue on a run-rate basis within the next two years, up from the current 31% - CEO Robert Antokol indicated that the portfolio transition will continue into 2026, focusing on stabilizing Slotomania and preparing for the launch of a new slot title, Jackpot Tour, which is not expected to significantly impact 2025 results [4] Company Overview - Playtika develops and publishes mobile games, including free-to-play casual and social casino titles like Bingo Blitz and Slotomania [5]