Core Points - GRAVITY Co., Ltd. has launched Ragnarok Zero, an MMORPG PC game, in Taiwan, Hong Kong, and Macau on July 3, 2025 [1] - The game is designed to evoke nostalgia from the original Ragnarok Online while introducing new content such as exclusive PVP maps and seasonal events [2][3] - The company aims to meet player expectations and encourages participation in various launch events [3] Company Overview - GRAVITY is a developer and publisher of online and mobile games, with its principal product, Ragnarok Online, being popular in multiple markets including Japan and Taiwan [3] - The company currently offers its games commercially in 91 regions [3]

Core Viewpoint - AppLovin has officially sold its mobile gaming business to Tripledot Studios for $400 million in cash and approximately 20% equity stake, marking a significant strategic restructuring for the company as it shifts focus to an AI-driven advertising technology platform [2][3]. Group 1: Business Transition - AppLovin was previously a major player in the mobile gaming industry, owning ten studios and producing top-ranking games like "Wordscapes" and "Cooking Madness" [3]. - Following the completion of the transaction on June 30, 2025, all studios will belong to Tripledot Studios, allowing AppLovin to concentrate on its core business of technology platform development and AI capabilities [3]. - The CEO of AppLovin stated that this transaction is a crucial step in focusing on their core business [3]. Group 2: Financial Performance - In Q4 of FY2024, AppLovin reported revenues of $9.6 billion, a 44% year-over-year increase, and an adjusted EBITDA of $4.8 billion, reflecting a 78% growth in profitability [4]. - The company has $4.1 billion in cash and cash equivalents, providing a solid foundation for future technology investments and potential acquisitions [4]. - For Q1 2025, AppLovin expects revenues to exceed $1 billion and adjusted EBITDA to reach $2.5 billion, indicating strong financial guidance [4]. Group 3: AI-Driven Advertising Technology - AppLovin is leveraging AI capabilities in advertising, utilizing large language models (LLM) and generative AI to enhance code deployment and ad creative generation [5]. - The company has established a highly automated architecture that allows for significant efficiency gains, directly impacting financial performance [5]. - AppLovin's platform currently serves thousands of apps across various sectors, enabling developers to acquire users at lower costs and providing advertisers with optimal ROI in fragmented traffic [5]. Group 4: Market Recognition and Growth Potential - Since June, AppLovin's stock price has surged due to its business focus, leading AI capabilities, and strong financial results, with UBS raising its target price from $475 to $540 [6]. - Investors are optimistic about AppLovin's high profit margins, strong cash flow, and the first-mover advantage in AI advertising technology, which could lead to industry valuation premiums [6]. - The company’s asset-light operational structure allows for greater flexibility in business adjustments compared to larger competitors like Google and Meta [6]. Group 5: Strategic Positioning - AppLovin is transitioning from being perceived as a "game-driven tech company" to a "tech-driven growth infrastructure," focusing solely on becoming a leading AI-driven advertising technology platform [7]. - In a slowing programmatic advertising market, AppLovin aims to combat future challenges through strategic focus, organizational streamlining, and deepening technological expertise [7]. - The company’s approach emphasizes that while content may change hands, the platform itself serves as a true competitive moat [7].

Core Viewpoint - Super League Enterprise, Inc. announced a reverse stock split at a ratio of 1-for-40 to comply with Nasdaq's minimum bid price requirement for continued listing [1][4]. Group 1: Reverse Stock Split Details - The reverse stock split will take effect at 12:01 AM on June 23, 2025, with shares trading on a split-adjusted basis on the same day [2]. - The number of outstanding shares will decrease from approximately 35.4 million to about 884 thousand shares following the split [3]. - Each stockholder's percentage ownership and voting power will remain largely unchanged, with fractional shares rounded up to the nearest whole share [5]. Group 2: Compliance and Listing - The reverse split is a response to a deficiency notice from Nasdaq regarding the $1.00 minimum bid price requirement under Nasdaq Listing Rule 5550(a)(2) [4]. - The company aims to regain compliance with Nasdaq's continued listing standards through this action [9]. Group 3: Company Overview - Super League is a leader in engaging audiences through playable media and experiences within mobile games and immersive platforms [7]. - The company provides global brands with interactive ads and content, enhancing consumer engagement and brand loyalty [7].

智通财经APP获悉，Sensor Tower商店情报平台最新数据显示，柠檬微趣旗下以剧情为驱动的女性向合成手游《Gossip Harbor》(中文名《浪漫餐厅》)展现 出强劲的增长势头。5月，随着全新剧情的上线，以及"The Lost City of Heron Keys"、"Joyful Moments"等限时活动的推出，游戏海外收入环比增长8%，同 比大涨254%，首次攀升至出海手游收入榜第2名，进一步稳固其在合成手游赛道的冠军地位，表现出极高的用户留存能力和持续增长动能。 | | | 手游及发行商 | | | --- | --- | --- | --- | | 1 | Whiteout Survival | 16 | Archero 2 | | | 点点互动 | | 海彼 | | 2 | Gossip Harbor: Merge & Story | | Last Z: Survival Shooter | | | 柠檬微趣 | 17 | Florere Game | | 3 | PUBG MOBILE 腾讯 | 18 | 万国觉醒 莉莉丝游戏 | | 4 | 使命召唤手游 | | 荒野行动 | | | ...

最近的话二次元手游市场掀起了一股"X环"命名的热潮，是出现了一大批还没上线是异环，火环，虚环，归环的"X环"游戏，在讨论这些游戏的命名原理之 前，二游的游戏命名其实挺有意思的。 以前的国产二游就是战舰少女，少女前线，少女咖啡枪，非常明确的美少女主题潮流，还有各种"xx学园"的日系风格，而近几年的深空之眼，白夜极光，尘 白禁区，白荆回廊，望月，不能说没有主题，但后续游戏文案基本都要求一些世界观塑造，比如金币，钻石，点券，大家基本都发明了各自一套专有名词， 导致游戏命名也都有点花里胡哨。 在二次元游戏圈，"谜语人式"命名往往被等同于高级审美，像简单一点的叫"白银之城"，还被不少玩家吐槽名字土，虽然人家工作室就叫silver studio，白银 之城也是西幻常见元素，不过乐元素也正常，以前的确没什么二游基因，换其他厂商可能会叫拉比林斯提升逼格了。 不过看起来很厉害但意义不明在二游市场还是蛮吃香的，类似"战双帕弥什"，一群玩家都不知道战双是什么意思，叫个全名还经常说成"战双帕米尔"，甚 至"鸣潮"这名字到现在都有点意义不明，虽然贴吧盛行朝代风水论。 而几个"X环"游戏，也基本都有自己的命名含义。可能真是埃尔登法环带的 ...

Group 1 - In May 2025, 33 Chinese companies made it to the global mobile game publisher revenue TOP 100, collectively earning $2.02 billion, which accounts for 36.6% of the total revenue of the TOP 100 publishers [1] - Point Interactive's flagship product "Whiteout Survival" showed strong growth despite a high revenue base, contributing to a 13% month-over-month revenue increase for the company, securing the second position in the global revenue ranking for Chinese mobile game publishers [2] - Lemon Micro's multiple synthesis games, including "Gossip Harbor," achieved a 10% month-over-month revenue growth, setting a new historical high and reinforcing its leading position in the synthesis game segment [2] Group 2 - Florere Game's two survival strategy games, "Dark War Survival" and "Last Z: Survival Shooter," saw revenue growth of 4% and 33% respectively, leading to a 12% increase in overall revenue and advancing to the 8th position in the revenue ranking [4] - Lilith Games' "AFK Journey," in collaboration with the popular IP "Fairy Tail," experienced a 55% revenue surge, contributing to a 12% month-over-month revenue increase and moving up to the 10th position in the ranking [4] - Joy Net Games' RPG "갓깨비 키우기" (Korean version of "Idle Journey: Illustrated World") saw a remarkable 208% revenue increase, propelling the company to the 20th position in the global revenue ranking [6] Group 3 - Tencent's "Peacekeeper Elite" experienced a 21% revenue increase due to the SS33 season update and collaboration with DC, maintaining its second position in the Chinese App Store mobile game revenue ranking [8] - The mobile game "Arknights" saw a 250% revenue surge following the launch of a new side event, successfully returning to the revenue ranking at the 13th position [8]

南方财经全媒体记者 吴立洋 实习生隆欣玲 上海报道 随着又一年"六一"的到来，游戏产业的防沉迷机制建设也将迎来新一轮的"摸底测验"。 研究员注意到，社交，是当前未成年人在游戏体验中非常重视的一环，通过游戏与朋友、同学共同娱 乐，乃至在游戏外的时间相互分享，已成为推动未成年人尝试游戏的重要因素。但另一方面，由于互联 网本身内容繁杂、参与者众多的特殊情况，社会经验相对较浅的未成年人在游戏中进行社交时，也可能 面临不良信息骚扰、个人信息泄露、点击外部风险链接等安全问题。 在《移动互联网未成年人模式建设指南》（以下简称《指南》）中，也就社交相关功能提出了具体且明 确的要求，包括游戏厂商在内的互联网服务提供者有义务保护未成年人用户在使用过程中不受不良信息 的影响，并在受到社交相关负面威胁时给予便捷救济。 2025年6月，南财合规科技研究院在2021年至2024年的基础上，持续升级测评指标，连续第五年如期推 出《20款手游APP未成年人保护机制测评报告（2025）》两万字报告及系列解读专题报道。 在今年升级的5.0测评指标中，未成年人在游戏过程中的社交保护机制建设成为了课题组新增的重点关 注方向。 本次发布的报告聚焦"主 ...

Core Insights - Super League Enterprise, Inc. is participating in the "2025 Virtual Tech Conference" where CEO Matt Edelman will discuss the company's innovative media and technology products [1][2] - The conference will focus on technological advancements across various industries, including gaming and entertainment, highlighting the potential for disruption [2] Company Overview - Super League is a leader in engaging audiences through playable media, providing brands with interactive ads, content, and experiences within mobile games and immersive platforms [5] - The company utilizes proprietary technology and a network of creators to enhance brand engagement and loyalty [5] Event Details - The virtual fireside chat is scheduled for June 5, 2025, at 2:00 PM ET, hosted by Maxim Group [1] - Interested participants can register through their Maxim representative or via email [3]

Core Insights - Gravity Co., Ltd. announced that its MMORPG game "Ragnarok: Promised Adventure" received an ISBN code from the Chinese government, marking a significant step in its launch strategy [1][2] - This game is the second title to receive an ISBN in 2025, following "PROJECT ABYSS" in January, indicating a strong focus on expanding the Ragnarok IP in the Chinese market [2] - The company aims to build on the success of its previous titles, including "Ragnarok: Dawn," which achieved notable success on WeChat, ranking eighth in top grossing Mini Programs [3][4] Company Developments - "Ragnarok: Promised Adventure" is developed in collaboration with Kingnet Network Co., Ltd., a Chinese game developer, showcasing Gravity's strategy to partner with local firms for market penetration [2] - The company has emphasized its commitment to preparing for the launch of "Ragnarok: Promised Adventure" in the Chinese region, seeking support and interest from stakeholders [4] Market Position - Gravity's principal product, Ragnarok Online, remains popular across various markets, including Japan and Taiwan, and is currently offered in 91 regions, highlighting its strong international presence [4]

Core Points - Gravity Co., Ltd. has launched Ragnarok Idle Adventure Plus in Taiwan, Hong Kong, and Macau on May 21, 2025, following its global launch earlier in February 2025 [1][3] - The game is an idle MMORPG that allows for efficient and comfortable gameplay within a battle environment, available for download on major app stores [2] - The game achieved significant success in its initial launch, ranking fourth in free downloads on the Apple App Store in Singapore, fifth in the Philippines and Malaysia, and sixth in Thailand [3] Company Overview - Gravity Co., Ltd. is a developer and publisher of online and mobile games, with its principal product, Ragnarok Online, being popular in various markets including Japan and Taiwan [4] - The company operates in 91 regions globally, indicating a broad market presence [4]