Core AI Holdings Overview - Core AI Holdings, Inc. has announced the formation of Core Digital, a wholly-owned subsidiary aimed at entering the digital marketing sector [1][2] - The company is focused on leveraging its AI capabilities to expand into one of the fastest-growing technology markets globally [2] Strategic Goals - Core Digital will integrate Core AI's proprietary machine learning and media analytics platform to create an AI-driven digital marketing ecosystem [2] - The initiative is part of a broader strategy to expand into high-growth digital media segments and establish a strong operational presence in Asia [7] - Core Digital is expected to be operational by the first quarter of 2026 [3] Company Background - Core AI Holdings is an international AI-driven mobile games developer and publisher, having developed over 2,200 games and achieved over 800 million downloads [4] - The company aims to harness AI to build transformative offerings across multiple verticals, with a global user base exceeding 40 million from over 140 countries [4]

Core Viewpoint - The gaming industry is witnessing a trend where mobile game manufacturers are withdrawing from channel servers due to the criticized high revenue-sharing model imposed by Android channels, particularly OPPO [1]. Group 1: Industry Trends - Since October, several popular mobile games from NetEase have withdrawn from OPPO channel servers, including titles like "Fantasy Westward Journey," "Sky: Children of the Light," and "Big Talk Westward Journey" [1]. - Players are required to migrate their accounts and assets within a limited timeframe to continue playing on NetEase's official servers [1]. Group 2: Company Actions - The withdrawal from channel servers is part of a long-standing conflict within the industry regarding channel partnerships and revenue sharing [1]. - In 2021, NetEase's founder, Ding Lei, publicly criticized the high revenue-sharing model of Android channels during a financial report conference call [1].

Core Insights - Sensor Tower's latest data shows that Diandian Interactive's three products dominate the October overseas mobile game revenue chart, with "Whiteout Survival" and "Kingshot" consistently taking the top two spots, while "Tasty Travels: Merge Game" saw a 15% revenue increase, rising to 17th place [1][4] - The games have launched Halloween-themed events to boost player engagement and spending, contributing to Diandian Interactive's position as the second-highest global mobile game publisher by revenue [1][4] Revenue Rankings - "Whiteout Survival" and "Kingshot" are ranked 1st and 2nd respectively, while "Tasty Travels: Merge Game" is ranked 17th [2] - Other notable entries include "Gossip Harbor: Merge & Story" at 3rd, "Last Z: Survival Shooter" at 4th, and "Seaside Escape: Merge & Story" at 10th [4][11] Growth Highlights - "Gossip Harbor" achieved a 9% month-over-month revenue growth, while "Flambé: Merge & Cook" saw a significant 37% increase, entering the revenue chart at 26th place [4] - "Trickcal: Chibi Go" launched in early October and experienced a 320% surge in overseas revenue, making it to the revenue chart at 27th place [5] - "Top Tycoon: Coin Theme Empire" also debuted on the revenue chart, with revenues exceeding 85 times that of June, ranking 5th in the coin-piracy genre [5] Download Rankings - "Block Blast!" topped the download chart with a 41% increase in downloads, marking its highest value since launch [10][12] - "X-Clash" saw a remarkable 466% increase in downloads, securing the second position in the download rankings [12] - "Mobile Legends: Bang Bang" maintained its popularity with a 7% increase in downloads, ranking 3rd [12]

Core Insights - Sensor Tower released the global mobile game revenue and download rankings for October 2025, with "Last War: Survival Game" by FUNFLY maintaining the top position in revenue [1] - Following "Last War: Survival Game," the top five games include "Honor of Kings," "Royal Match," "MONOPOLY GO!," and "Whiteout Survival" [1] Revenue Rankings - "Last War: Survival Game" continues to lead the global mobile game revenue chart for October 2025 [1] - The second position is held by "Honor of Kings," a well-known title in the mobile gaming industry [1] - Other notable games in the top five include "Royal Match," "MONOPOLY GO!," and "Whiteout Survival," indicating a competitive market landscape [1] Download Rankings - The article does not provide specific download rankings, but it highlights the revenue performance of the top games, suggesting a correlation between revenue and download popularity [1]

Core Insights - In October 2025, 32 Chinese companies made it to the global mobile game publisher revenue TOP 100, collectively generating $2.01 billion, accounting for 35.6% of the total revenue of the TOP 100 publishers [1] - Tencent retained its position as the top global mobile game publisher in October, while DianDian Interactive achieved a revenue increase of 6%, securing the second place [1] Group 1: Tencent's Performance - Tencent's flagship MOBA game, "Honor of Kings," saw a revenue surge of 32% in October due to various events and rewards, reaching a new revenue peak [2] - The S41 season activities and the 10th anniversary celebration significantly boosted player engagement and spending [2] Group 2: Other Notable Publishers - DianDian Interactive's revenue increased by 6%, driven by strong performances from flagship products like "Whiteout Survival" and new hits such as "Kingshot" and "Tasty Travels: Merge Game" [5] - Lemon Microfun's revenue grew by 12%, reaching a historical high, with a year-on-year increase of 165%, reflecting strong market demand for innovative merge games [5] - Florere Game's revenue rose by 16% in October, with cumulative revenues for its games "Last Z: Survival Shooter" and "Dark War Survival" reaching $310 million and $350 million, respectively [5] Group 3: Rising Stars - Youxing Network's revenue surged by 54% in October, ranking 9th in the revenue list, with significant contributions from "Arknights" and "Mahjong Soul" [6] - Xindong Network's revenue increased by 30%, with "Etheria: Restart" and "Torchlight: Infinite" performing exceptionally well [6] - "Endless Winter" saw a 60% revenue increase during the first week of October, with total revenues exceeding $600 million by the end of the month [9]

Core Viewpoint - Skillz Inc. is set to release its third quarter financial results for 2025 on November 6, 2025, before the market opens, indicating a focus on transparency and communication with investors [1] Financial Results Announcement - The financial results will be released before the market opens on November 6, 2025 [1] - A conference call and simultaneous webcast will take place at 8:30 a.m. ET on the same day to discuss the results and provide a business update [1]

Core Points - Gamehaus Holdings Inc. filed its annual report on Form 20-F for the fiscal year ended June 30, 2025, with the SEC on October 23, 2025 [1] - The annual report includes audited consolidated financial statements and is available on the company's investor relations website and the SEC's website [1][2] - Gamehaus is a technology-driven global mobile game publisher focused on connecting creative studios with players worldwide, offering full-stack publishing support [3] Company Overview - Gamehaus specializes in mid-core and casual games, providing services such as market insights, user growth, live-ops, data analytics, and monetization optimization [3] - The company aims to be the preferred partner for creative teams by leveraging global publishing reach and AI- and data-powered solutions [3] Investor Relations - Shareholders can request a hard copy of the annual report containing the audited financial statements free of charge [2] - Contact information for the Investor Relations team is provided for further inquiries [5]

Core Insights - The mobile gaming industry in China is experiencing significant growth, with a notable increase in the number of approved domestic game licenses and a rise in active users [6][8][10] Mobile Gaming APP Market - The monthly active user count for mobile gaming apps reached 698 million, marking a year-on-year growth of 7.9% [8][12] - Users engage with mobile games an average of 23 times per day, spending approximately 114.4 minutes daily [12][14] - The user demographic is predominantly young, with 50.4% of users under 30 years old, and a significant concentration in first and second-tier cities [15][19] Mobile Gaming Industry Development - The number of approved game licenses in the first eight months of 2025 reached 1,050, reflecting a 23.5% year-on-year increase, indicating a trend towards high-quality game development [6][8] - The gaming landscape is characterized by a dual peak in user engagement, particularly in the shooting and MOBA genres, which account for 24.3% and 22.9% of total usage time, respectively [14][19] Mini Games Market - WeChat mini games lead the market with 571 million monthly active users and a penetration rate of 51.5%, while Douyin mini games follow with 171 million users and an 18.4% penetration rate [10][28] - The number of mini games with over 10 million monthly active users has increased to 28, showcasing a competitive environment with both established and new titles [28][32] Industry Trends - The trend of "dual-end users" is becoming the norm, with overlapping user bases between mobile gaming apps and mini games reaching 350 million [12][35] - Major gaming companies are leveraging technological advancements and high-quality content to drive new product breakthroughs, with top titles like "Delta Force" and "Fearless Contract: Source Action" achieving over 30 million monthly active users [19][21] - The integration of AI across the gaming industry is enhancing user experience and engagement, serving as a new engine connecting developers and players [40][42]

Core Insights - The mobile gaming industry in China is experiencing significant growth, with the number of mobile game approvals reaching 1,050 in the first eight months of 2025, a year-on-year increase of 23.5% [3][9] - The monthly active user base for mobile gaming apps has reached 698 million, marking a 7.9% year-on-year growth, with users engaging in an average of 23 sessions per day, totaling 114.4 minutes of usage [4][12] - The user demographic is skewing younger, with 50.4% of users under 30 years old, while older demographics are more prevalent in mini-games on platforms like WeChat [4][17] Mobile Gaming Industry Overview - The mobile gaming app industry has seen a peak in monthly active users at 698 million, driven by high-quality game development and user engagement [12][9] - The gaming landscape is characterized by a dual peak in user engagement, particularly in the shooting and MOBA genres, which account for 24.3% and 22.9% of total usage time, respectively [16][19] - Major titles such as "Delta Force," "Honor of Kings," and "Peace Elite" dominate the user engagement metrics, showcasing a high concentration of user activity among top games [21][19] Mini-Game Market Dynamics - The WeChat mini-game market has 28 games with over 10 million monthly active users, with top performers including "Endless Winter" and "Zombie Shooting" [5][31] - Douyin mini-games have developed a successful closed-loop model that integrates content seeding, instant play, and social sharing, leading to rapid user growth [5][35] - The competitive landscape for mini-games is intensifying, with established titles maintaining strong user bases while new entrants are gaining traction [29][31] Industry Trends - Cross-platform integration and multi-device accessibility are becoming key strategies for major gaming companies to capture a broader audience [38][39] - The mini-game ecosystem is diversifying, with WeChat serving as a crucial platform for connecting quality content with a wide user base [41][11] - AI technology is increasingly permeating the gaming industry, enhancing content creation and user engagement [43][11] - The trend of mobile games expanding internationally is supported by favorable policies and cultural narratives, driving global growth [45][46]

Group 1 - The article discusses the new growth logic for mobile games in 2025, emphasizing innovation, co-creation in operations, and immersive experiences [2] - It reveals insights into the nearly 700 million mobile game players and the "dual-end new normal" that characterizes the market [4][5] - The article analyzes the driving factors behind the growth of blockbuster new games, including strategies like "search, hit, withdraw, and dismantle" [4][5] Group 2 - It highlights the explosive growth of mini-games, with WeChat leading the market and Douyin catching up, showcasing differences in ecological positioning [4][5]