(၇) Sensor Tower 报告 东好亚: 2025年移动游戏 市场洞察报告 Sensor Tower 把握全球数字经济脉搏 Sensor Tower 是全球领先的移动应用、数字广告、零售媒体 和受众洞察数据提供商，服务于全球顶级品牌和应用发行商。 Sensor Tower致力于把脉全球数字经济，通过顶尖平台，提供 关于移动应用及数字生态的深刻见解，赋能企业紧跟市场动态 并做出明智的战略决策。 自2013年成立以来，Sensor Tower的移动应用洞察助力营销专 家、应用开发者及游戏制作者透过使用情况、参与度及付费获 取策略，洞悉移动应用生态的奥秘。时至今日，我们的数字市 场洞察平台已涵盖受众、零售媒体及Pathmatics数字广告洞 察，让品牌与广告公司能够全方位掌握其在网络、社交及移动 平台上的竞品广告策略与目标受众。 商务合作:sales@sensortowe (p) Sensor Tower - All Rights Reserved Sensor Tower | 我们的客户 全球数字领域领导者的信赖之选 Sensor Tower App Performance Insights 应用表现洞察 ...

Core Insights - Return on Invested Capital (ROIC) is a critical metric for assessing future investment performance, indicating a company's ability to generate returns from investor capital [1] - High ROICs suggest a competitive advantage, which can lead to stock market outperformance over time [2] Company Analysis: AppLovin - AppLovin has achieved a ROIC of approximately 52% and its shares have increased by about 348% over the past 52 weeks [3][4] - The company is transitioning from mobile game advertising to e-commerce advertising, generating $1 billion in annual run-rate revenues in this new sector [4][5] - The sustainability of AppLovin's high ROIC will depend on the success of its e-commerce push, as early results are positive but still in the experimental phase [5] Company Analysis: Monolithic Power Systems - Monolithic Power Systems has generated a ROIC of nearly 56%, but its shares have decreased by around 10% in the same period [7][8] - The company's relationship with NVIDIA has been a key advantage, but NVIDIA is diversifying its suppliers, raising concerns about Monolithic's future ROIC [8][9] - Approximately 68% of Monolithic's revenue comes from markets outside of data centers, which could help offset potential declines in business with NVIDIA [10] - Despite potential competition for NVIDIA's business, Monolithic is expected to maintain a high overall ROIC, which is favorable for its future share performance [11] Overall Market Outlook - Both AppLovin and Monolithic Power Systems have demonstrated strong ROIC, suggesting potential for continued outperformance [12] - AppLovin's rapid share price increase and entry into a new market may present more uncertainty compared to Monolithic's established advantages [12]

Kowloon, Hong Kong, July 21, 2025 (GLOBE NEWSWIRE) -- CTRL Group Limited (the “Company”) (Nasdaq CM: MCTR), an integrated marketing and advertising services provider in Hong Kong specializing in mobile games promotion for the local market, today announced, subject to and conditional upon the approval of the Registrar of Companies in the British Virgin Islands (the “Registrar”), it will change its name from CTRL Group Ltd. to TJGC Group. The name change will become effective upon the issuance of a Certificat ...

Seoul, South Korea, July 17, 2025 (GLOBE NEWSWIRE) -- GRAVITY Co., Ltd. (NasdaqGM: GRVY) (“Gravity” or “Company”), a developer and publisher of online and mobile games, announced that GRAVITY Game Hub PTE. Ltd., Gravity's wholly-owned subsidiary, has officially launched Ragnarok Crush, a Strategy Action Puzzle RPG Mobile game, in Global except for China and Japan on July 17, 2025. Ragnarok Crush is a Strategy Action Puzzle RPG Mobile game based on Ragnarok IP. The game features a 3-match puzzle system, off ...

Seoul, South Korea, July 17, 2025 (GLOBE NEWSWIRE) -- GRAVITY Co., Ltd. (NasdaqGM: GRVY) (“Gravity” or “Company”), a developer and publisher of online and mobile games, announced that GRAVITY Game Hub PTE. Ltd., Gravity's wholly-owned subsidiary, has officially launched Ragnarok Crush, a Strategy Action Puzzle RPG Mobile game, in Global except for China and Japan on July 17, 2025. Ragnarok Crush is a Strategy Action Puzzle RPG Mobile game based on Ragnarok IP. The game features a 3-match puzzle system, off ...

Company Overview - GRAVITY Co., Ltd. is a developer and publisher of online and mobile games, known for its principal product, Ragnarok Online, which is popular in various markets including Japan and Taiwan [3]. Product Launch - PT Gravity Game Link, Gravity's subsidiary in Indonesia, has officially launched Dragonica Origin, an MMORPG PC game, in 10 regions of Southeast Asia on July 16, 2025 [1]. - Dragonica Origin features a fantasy world with dragons and magic, dynamic side-scrolling combat, and class-specific comic skills, offering a unique play style [2]. Market Positioning - The company emphasizes that Dragonica Origin combines nostalgic elements of classic online games with exciting side-scrolling action, targeting players looking for a retro-style gaming experience [3].

智通财经APP获悉，Sensor Tower发布的数据显示，2025年第一季度，东南亚以19.3亿次新增游戏下载量位居全球第二大移动游戏市场，同比增长3%，展 现出该地区高度活跃且不断增长的用户群体，对新游戏体验的强烈需求。尽管东南亚在2025年第一季度的应用内购买(IAP)收入为6.25亿美元，全球排名 第七，但这一数字显示出巨大的尚待开发的变现潜力。庞大的游戏社区、不断完善的数字支付基础设施以及智能手机普及率的提升，是推动未来收入增长 的关键因素。 在东南亚，各国呈现出不同的发展趋势。印度尼西亚在2025年第一季度以8.7亿次移动游戏下载量领跑，同比增长9%。菲律宾和越南分别以3.66亿和3.29 亿次下载量紧随其后。 在收入方面，泰国位居东南亚地区之首，2025年第一季度应用内购买(IAP)收入达到1.62亿美元。这得益于其完善的数字支付体系以及消费者对应用内付 费的较高意愿。印度尼西亚和马来西亚的收入表现也十分强劲。 热门游戏类型：休闲魅力与深度参与共筑盈利之路 市场亮点聚焦：印尼下载量领先，泰国收入夺冠 在东南亚地区，街机和模拟等易上手的游戏类型带动了大量下载量。然而，应用内购买收入主要集中在更具沉 ...

Core Insights - Southeast Asia is projected to be the second-largest mobile gaming market globally in Q1 2025, with 1.93 billion new game downloads, reflecting a 3% year-on-year growth [1] - The region's in-app purchase (IAP) revenue for Q1 2025 is estimated at $625 million, ranking seventh globally, indicating significant untapped monetization potential [1] - Different countries within Southeast Asia exhibit varying growth trends, with Indonesia leading in downloads at 870 million, a 9% increase year-on-year, followed by the Philippines and Vietnam with 366 million and 329 million downloads respectively [1]

Core Insights - The mobile game "Whiteout Survival" and "Gossip Harbor" continue to dominate the revenue charts, maintaining strong performance [2] - "Kingshot" saw a 56% revenue increase in June, entering the top three [2][10] - "Genshin Impact" experienced a 55% revenue surge, moving up to the top six [2][20] - "Ningchao" achieved a record high daily revenue, with a 48% increase in June, returning to the top nine [2][26] - "Zero Zone" reached a historical high in overseas revenue, climbing 13 spots to the top ten [2][22] Revenue Performance - "Whiteout Survival" has surpassed $2.8 billion in global revenue, demonstrating its strong market presence [8] - "Kingshot" has accumulated over $135 million in revenue within four months of launch, indicating its rapid growth potential [10] - Century Huatong's revenue forecast for the first half of 2025 is approximately RMB 17 billion, reflecting an 83.27% year-on-year increase, primarily driven by the success of "Whiteout Survival" and "Kingshot" [12][14] Game Launches and Updates - "Wittle Defender," "Crystal of Atlan," and "Persona 5X" have shown promising performances in overseas markets, entering the revenue growth rankings [2][31][39] - "Gossip Harbor" maintained its lead in the merge genre, with an 11% revenue increase in June due to new content updates [16] - "Flambé: Merge & Cook" has exhibited significant growth, with revenue increasing by 62% in June [18] Market Trends - The two-dimensional game market is experiencing a surge, with companies like miHoYo and Kuro demonstrating strong performances [20][24] - Continuous content updates and new character introductions have helped maintain the popularity of established titles like "Genshin Impact" and "Zero Zone" [20][22] - The competitive landscape for mobile games is intensifying as more domestic companies expand into overseas markets [40]

智通财经APP获悉，7月14日，Sensor Tower商店情报平台公布2025年6月中国手游产品在海外市场收入及下载量排行榜。点点互动《Whiteout Survival》延续 强劲吸金表现，稳坐本期出海手游收入冠军宝座，全球累计收入已突破28亿美元大关。 6月出海手游收入榜 同期，4X策略新作《Kingshot》表现同样亮眼，继5月收入翻倍后，6月再度劲增56%，上市仅4个月便闯入出海手游收入榜前三，排名有望继续攀升。在激 烈的头部竞争格局中，《Kingshot》凭借高成长性与强变现力，正加速成长为全球SLG品类的下一个现象级产品。 6月12日，库洛游戏《鸣潮》迎来全新2.4版本"轻掷欢呼之冕"。高人气五星角色"卡提希娅"的登场和全新区域"七丘"的开放，成功点燃玩家热情，带动游戏 创上市一周年以来的日流水新高。6月《鸣潮》海外收入环比大涨48%，达到上线以来的次高水平，以第9名的成绩强势重返出海手游收入榜前十，凭借出色 的内容更新和高品质战斗体验，持续巩固其在"重动作+开放世界"二次元细分赛道的标杆地位。 | | 游及发行商 | | | | --- | --- | --- | --- | | 1 | Wh ...