北京商报讯（记者 卢扬 实习记者 华卓玛）11月12日，Sensor Tower发布2025年10月全球手游收入与下 载量排行榜TOP10，由FUNFLY发行的《Last War: Survival Game》继续蝉联2025年10月全球手游收入榜 榜首。紧随其后的是《王者荣耀》、《Royal Match》、《MONOPOLY GO!》和《Whiteout Survival》。 ...

Core Insights - Hasbro, Inc. is set to report its third-quarter fiscal 2025 results on October 23, with previous earnings exceeding estimates by 66.7% [1][10] Earnings Estimates - The Zacks Consensus Estimate for earnings is $1.66 per share, reflecting a 4.1% decline from $1.73 a year ago, while revenue is estimated at $1.35 billion, indicating a 5% increase from the prior year [2] Revenue Drivers - The growth in Hasbro's top line is expected to be driven by the continued success of Wizards of the Coast and Digital Gaming, which are key growth engines [3] - Strong backlist sales from Final Fantasy are anticipated to contribute positively, reinforcing the MAGIC franchise [3] - Organized play participation and community engagement are providing recurring revenue support, alongside successful licensing initiatives like MONOPOLY GO! [4] Consumer Products Performance - Consumer Products revenue is projected to decline by 7.1% year over year to $798.6 million, while Wizards of the Coast & Digital Gaming revenues are expected to rise by 23.4% to $498.5 million [6] Profitability Challenges - Profitability may be impacted by structural cost pressures and a challenging macroeconomic environment, including rising tariffs on imports from China and potential retaliatory duties from other manufacturing hubs [7][10] Earnings Prediction - The model indicates a likelihood of an earnings beat for Hasbro, supported by a positive Earnings ESP of +1.21% and a Zacks Rank of 2 (Buy) [8]

Core Insights - The emergence of "MONOPOLY GO!" has created a new category of gaming rather than merely competing with existing products, indicating potential for new user segments to be explored [1] - "MONOPOLY: Bingo!" has shown a remarkable revenue increase, with daily income surging by 166% without expanding advertising efforts [1] Market Performance - **Revenue Situation**: "MONOPOLY: Bingo!" launched in January and has seen steady growth, with a significant spike in October where daily revenue jumped from an average of $30,000 to nearly $80,000. Total revenue is estimated to approach $5 million, with in-app purchases accounting for 55% of this revenue [4][6] - **Download Situation**: The game experienced a notable increase in downloads starting in May, reaching over 31,000 daily downloads in October. Total downloads are estimated to exceed 2.8 million, with 53% from Google Play and 47% from the Apple Store [8][11] User Demographics - The majority of revenue (80%) comes from the U.S. market, with the UK (4.7%), Canada (2.7%), and Australia (1.8%) contributing to the remaining revenue [6] Advertising and User Acquisition - **Advertising Trends**: Initial advertising was minimal, but a significant increase occurred in May, with daily ad material exceeding 200. However, the overall ad spend has decreased while revenue has surged, indicating improved game content and operations are driving income [20] - **Target Markets**: The top five advertising markets for the Google version include the U.S., Portugal, Brazil, Singapore, and Indonesia, while the Apple version focuses more on developed markets in Europe and North America [21] Gameplay and Features - The core gameplay of "MONOPOLY: Bingo!" differs from "MONOPOLY GO!" by focusing on a Bingo mechanism, allowing players to earn properties and rewards through gameplay [10] - Recent updates, including a Halloween version and performance optimizations, have enhanced user engagement and revenue, with seasonal events boosting player activity and spending [14][17] Creative Advertising Strategies - The game employs various advertising strategies, including street interviews, showcasing the excitement of Bingo wins, and nostalgic appeals targeting older demographics [23][25][29]

Core Insights - Tencent's "Honor of Kings" continues to maintain its position as the top-grossing mobile game globally according to Sensor Tower data [1] - "Whiteout Survival" has climbed to the second position in the global mobile game revenue ranking [1] - The other games in the top five include "Last War: Survival," "Royal Match," and "MONOPOLY GO!" [1]

Group 1: Game Revenue Rankings - Tencent's "Honor of Kings" regained the top position in global mobile game revenue in April 2025, rising four places from the previous month [1][3] - "Last War: Survival" climbed to second place, benefiting from seasonal events like Easter [3] - "Whiteout Survival," "MONOPOLY GO!," and "Royal Match" ranked third to fifth, showcasing their consistent revenue generation capabilities [3] Group 2: Mobile Game Market Overview - Global mobile game player spending on App Store and Google Play reached approximately $6.48 billion in April 2025, a 4.5% decrease month-over-month [4] - The United States remains the largest mobile game market with revenues around $2 billion, accounting for 31.5% of total spending [4] - China (iOS) and Japan ranked second and third with 18.8% and 13.2% market shares, respectively [4] Group 3: Game Downloads Rankings - "Block Blast!" topped the global mobile game download chart in April 2025, followed by "ROBLOX," "Free Fire," "Subway Surfers," and "Ludo King" [5][8] - Global mobile game downloads reached 3.93 billion in April, reflecting an 8.4% decrease from the previous month [8] - India led in downloads with 739 million, representing 18.8% of the total, while the U.S. and Indonesia followed closely [8] Group 4: Notable Game Performances - "Honkai: Star Rail" saw a significant rise of 24 places in the rankings, driven by new character releases and popular events [4] - "Delta Force" achieved the highest download growth in April, ranking sixth overall, thanks to strong performances in the U.S. and Brazil [9] - New titles like "Cookingdom" and "Once Human" also performed well, indicating the importance of established gameplay and cross-platform adaptations in driving downloads [9]