• 📰A Sales Story | E14 | Tales Of Arise 📰

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Mobile (Gacha) Market Tracking

Going by the Google play charts, the peak typically comes day 1 unless the banner changeover is pretty late in the day, in which case it comes day 2. 80% of the banner's purchases come in that first 24 hours.
I pulled up Genshin/ZZZ just to check and it is absolutely not peaking on day 1 on Google Play!
 
Sensor Tower's August Report
AFK Journey is the big winner of the month, jumping to 9x the revenue of July from the Asian launch. Sword of Convallaria is the biggest new game of the month, launching with $14 million from the global launch. They also note that Coin Master recently surpassed $6 billion in lifetime revenue, and has been generating $1 billion annually since 2020.

Top Downloads
WorldwideUnited StatesChinaSouth KoreaJapan
RobloxRobloxNaraka: BladepointAFK JourneyRacing Master
Garena Free FireBlock Blast!HeartopiaMeongmeong Three KingdomsPencil Sort
Offline GamesSupermarket Master 3DAFK JourneySword of ConvallariaSword of Convallaria
Subway SurfersMonopoly Go!Time Grocery StoreLucky Defense!Fishing Master
Ludo KingOffline Games Game for PeaceHoyeonZero to Hero: Orient Fantasy
Block Blast!TownshipHonor of KingsCombo HeroBaby Shark Stack
Pizza Ready!Last War: SurvivalEggy PartyStory of Floating StonesLast War: Survival
My Supermarket Simulator 3DSubway SurfersPaper Wedding Dress 7: Lovers' DestinySudokuKingdom: Summit
Mobile Legends: Bang BangZen Word - Relax Puzzle GameColor WarsGo-Stop MAFK Journey
PUBG MobileESPN Fantasy Sports & MoreNBA Peak ShowdownBread Bear: Cook with MeScrew Pin - Jama Puzzle

Top Revenue
WorldwideUnited StatesChinaSouth KoreaJapan
Honor of KingsMonopoly Go! Honor of KingsLineage MFate/Grand Order
Monopoly Go!Roblox Dungeon & Fighter MobileLast War: SurvivalMonster Strike
Dungeon & Fighter MobileRoyal Match Game for PeaceWhiteout SurvivalLast War: Survival
Royal MatchCandy Crush SagaTeamfight TacticsAFK JourneyUma Musume Pretty Derby
RobloxLast War: SurvivalThree Kingdoms: Plot for the WorldOdin: Valhalla RisingPro Baseball Spirits A
Last War: SurvivalWhiteout SurvivalLeague of Legends: Wild RiftRoad NineOne Piece: Bounty Rush
Whiteout SurvivalTownshipNaraka BladepointRoyal MatchPuzzle & Dragons
Candy Crush SagaCoin MasterAFK JourneyLegend of MushroomGakuen Idolm@ster
Coin MasterPokémon GOWhiteout SurvivalRoblox Royal Match
Game for PeaceCall of Duty MobileCrossfireLineage WHonkai: Star Rail
 
Likely due to legal trouble. But this seems to also be part of a large exodus of talent from Blue Archive. So not sure where this goes ultimately but might get messy.
 
In DataEye's marketing data statistics (company purchased pop-up ads and other marketing, data obtained through crawlers, only for CN, excluding live streaming, commercial video production, etc.).

Mihoyo's buying surged in August, with expenses ranging between 100M and 200M $ compared to similar companies (based on rough estimates of buying expenses for each ads, rankings and some other companies' financial reports). This range comes from the lowest and highest number of related reports that I have seen. This cost may exceed its revenue in CN.

WuWa has also experienced a similar surge, so I expect this is a commercial competition at any cost, in order to seize more market share.
 
In DataEye's marketing data statistics (company purchased pop-up ads and other marketing, data obtained through crawlers, only for CN, excluding live streaming, commercial video production, etc.).

Mihoyo's buying surged in August, with expenses ranging between 100M and 200M $ compared to similar companies (based on rough estimates of buying expenses for each ads, rankings and some other companies' financial reports). This range comes from the lowest and highest number of related reports that I have seen. This cost may exceed its revenue in CN.

WuWa has also experienced a similar surge, so I expect this is a commercial competition at any cost, in order to seize more market share.

Makes sense for the Natlan push. Not sure why WuWa would be advertising right now unless it's Tencent throwing it's weight around for market share.
 
Makes sense for the Natlan push. Not sure why WuWa would be advertising right now unless it's Tencent throwing it's weight around for market share.
The only similarity is the trend of growth. Wuwa's total growth is much smaller, only 3/4 of ZZZ's. Genshin and HSR are much higher than both of them.

Number of marketing materials in the past 30 days: Genshin 250K(As a reference: No.2 in all games), HSR 230K, ZZZ 86K, Wuwa 64K
 


it seems that during the iPhone 16 presentation it was revealed some footage (i don't know if it is new or old) of the new Honor of Kings game after almost a year without news about it.


CaQokHL.png
 
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Honor of Kings World was shown off on Apple's new Iphone 16. don't want to hear anyone say "looks like mobile graphics" again. though this does run fairly poorly, lol

timestamped
 
It looks like MHY going hyper "give us money" on HSR's first half has paid off, good rankings across the board. Still failed to pass TikTok in CN but otherwise good results, hit #1 in Japan and SK.
 
Game-i's August report


Sensor Tower's report on Zenless Zone Zero

Coin Master passes $6 billion

Royal Match passes $3 billion (according to appfigures)
 
Seems like Star Rail is getting a physical release, on disc.
It'll be outdated weeks after it comes out, but is this the 1st gacha with an actual, physical release?


Also Hoyo's 1st ever physical?
Honkai: Star Rail Trailblazer Edition (PS5) up for preorder at Best Buy ($39.99) bit.ly/4ghoBf5 #ad

"Includes gilded holographic character 9-card set, two PS5 holographic Chibi Trailblazer keychains, PS5 physical game disk and disk cover, PS5 postcard, and PS5 game redemption code"
 
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august Sensor Tower is here
  • AFK Journey is 1st with a massive $66M increase. apparently it wasn't available in CN and JP until this month, hence the increase
  • L&DP 2nd again and higher than last month, while HSR closes top 3 $2M lower than last month
  • Genshin just $1M Higher than July. Emilie seems to have done terribly, so this is mostly Natlan release+top up. September could do better, since kinich is really popular in JP+ Shogun Rerun.
  • ZZZ 6th with $31.5M. qingyi looks like she did well, but Jane Doe Is the one everyone's waiting for+ was the protagonist this patch, so she should do better.
  • Wuwa had a massive drop. Less than half of July. Zhezhi simply wasn't popular and with the next character both being free and male it might do worse this month unless shorekeeper helps with the few days she has

to be honest im very surprised with hoyoverse planning

it seemed like at the begging they would rotate star rail and genshin patches so when one has a down patch the other is releasing something incredibly major or hyped
but last month was emilie, yunli and jaiqiao , and zzz still kinda post launch months

its slightly worrying that the big star rail patch is coming at the same time as genshins new region and zzz's most hyped unit so far.

it just feels like they're releasing too much all at once, and then immediately all go into filler mode where they pump out hyper niche units no one really wants.

next month they'll all be higher but by how much i don't think will be that incredible, if you play 2 or more you're making spending choices now that you wouldn't otherwise had they rotated patches better. you're not going all get feixiao and when I get my next paycheck i'll get jane doe, feixiao, jane doe and natlan are all going to share the same paycheck now, i guess hoyo wants you to cave and pay for them all but it sees like people are choosing the one they want most and giving up on the others but ig we'll see next month.

when it comes to people palying just 1 it really doesnt matter much.

tbh only zzz did worse than I expected.

genshin 4.8 is a .8 patch, there is no escaping that black hole of sales.

and star rail doesnt do super well unless you get an acheron, firefly or feixiao coming out.

i think their gacha dominance wont go anywhere, but i think the gacha market is at an overstaturation from them,

they can do 1 or 2 more if they're pushing it but after that i think they shoudl find other ways of monetization for new games like selling skins if its a multiplayer game. they dont really need to make their own stellar blade or anything, speaking practically f2p = more money and more players if you can sustain server costs.
 
to be honest im very surprised with hoyoverse planning

it seemed like at the begging they would rotate star rail and genshin patches so when one has a down patch the other is releasing something incredibly major or hyped
but last month was emilie, yunli and jaiqiao , and zzz still kinda post launch months

its slightly worrying that the big star rail patch is coming at the same time as genshins new region and zzz's most hyped unit so far.

it just feels like they're releasing too much all at once, and then immediately all go into filler mode where they pump out hyper niche units no one really wants.

next month they'll all be higher but by how much i don't think will be that incredible, if you play 2 or more you're making spending choices now that you wouldn't otherwise had they rotated patches better. you're not going all get feixiao and when I get my next paycheck i'll get jane doe, feixiao, jane doe and natlan are all going to share the same paycheck now, i guess hoyo wants you to cave and pay for them all but it sees like people are choosing the one they want most and giving up on the others but ig we'll see next month.

when it comes to people palying just 1 it really doesnt matter much.

tbh only zzz did worse than I expected.

genshin 4.8 is a .8 patch, there is no escaping that black hole of sales.

and star rail doesnt do super well unless you get an acheron, firefly or feixiao coming out.

i think their gacha dominance wont go anywhere, but i think the gacha market is at an overstaturation from them,

they can do 1 or 2 more if they're pushing it but after that i think they shoudl find other ways of monetization for new games like selling skins if its a multiplayer game. they dont really need to make their own stellar blade or anything, speaking practically f2p = more money and more players if you can sustain server costs.
I think I argued before that all the Hoyo games target different audiences. Different settings, different gameplays, different chara designs (though Vena will disagree :)) will attract different people. And more importantly, it takes time to play those games.

So I don't think hoping Genshin players will hop to ZZZ while there's some downtime is a sound strategy, staying invested in 3+ big gachas is too much for many people. Just treat each game independently from the others.

Though I agree the gacha market has too many big games now. The audience won't grow by a lot, so publishers will have to fight hard for market share, it's going to be bloody.
 
to be honest im very surprised with hoyoverse planning

it seemed like at the begging they would rotate star rail and genshin patches so when one has a down patch the other is releasing something incredibly major or hyped
but last month was emilie, yunli and jaiqiao , and zzz still kinda post launch months

its slightly worrying that the big star rail patch is coming at the same time as genshins new region and zzz's most hyped unit so far.

it just feels like they're releasing too much all at once, and then immediately all go into filler mode where they pump out hyper niche units no one really wants.

next month they'll all be higher but by how much i don't think will be that incredible, if you play 2 or more you're making spending choices now that you wouldn't otherwise had they rotated patches better. you're not going all get feixiao and when I get my next paycheck i'll get jane doe, feixiao, jane doe and natlan are all going to share the same paycheck now, i guess hoyo wants you to cave and pay for them all but it sees like people are choosing the one they want most and giving up on the others but ig we'll see next month.

when it comes to people palying just 1 it really doesnt matter much.

tbh only zzz did worse than I expected.

genshin 4.8 is a .8 patch, there is no escaping that black hole of sales.

and star rail doesnt do super well unless you get an acheron, firefly or feixiao coming out.

i think their gacha dominance wont go anywhere, but i think the gacha market is at an overstaturation from them,

they can do 1 or 2 more if they're pushing it but after that i think they shoudl find other ways of monetization for new games like selling skins if its a multiplayer game. they dont really need to make their own stellar blade or anything, speaking practically f2p = more money and more players if you can sustain server costs.
Right now they seem to want to make it so you rotate between games every 2 weeks. one week you'll play genshin's new patch, then two weeks later HSR, then 2 weeks later ZZZ, and then back to genshin. (which might be the reason why right now phase 2 banners in all their game have bad pull values with very rare exceptions, like Jane and Kinich)
This strategy can work, but as long as it's limited to 3 games.
Problem is, they have alot of projects planned. the next one is Astaweave Haven, an Animal Crossin/Stardew Valley type game, and that type of game can take people's attention like no other, and while it's a very different type of game, it might negatively affect how much time people spend on the other three
I wonder if they are going to start doing non-gacha games to avoid overcrowding their market.
 
Right now they seem to want to make it so you rotate between games every 2 weeks. one week you'll play genshin's new patch, then two weeks later HSR, then 2 weeks later ZZZ, and then back to genshin. (which might be the reason why right now phase 2 banners in all their game have bad pull values with very rare exceptions, like Jane and Kinich)
This strategy can work, but as long as it's limited to 3 games.
Problem is, they have alot of projects planned. the next one is Astaweave Haven, an Animal Crossin/Stardew Valley type game, and that type of game can take people's attention like no other, and while it's a very different type of game, it might negatively affect how much time people spend on the other three
I wonder if they are going to start doing non-gacha games to avoid overcrowding their market.
There's frankly no way they expect everyone to play all the games and build their business plan around that. It's possible if you want to, but most people will pick one or two at most, and even then will not spend equally on all games. The games are all "anime RPGs with a focus on narrative", but they are very different in setting, story and actual gameplay.

What having these different games does though is making it easier to keep people in their ecosystem which makes it easier to market towards them and gives them an edge over competitors I think. I often see people starting with one Hoyo game and when they inevitably run out of content try out another one, or they tried one game, bounced, then got attracted by another game and this made them return to the game they previously stopped playing again eventually. Since it's in the same ecosystem and you're most likely exposed to those other games a little even when not actively playing, you're probably more likely to check out Genshin instead of Wuthering Waves if you've played Star Rail or Zenless, have nothing to do and/or want to try something else.
 
Right now they seem to want to make it so you rotate between games every 2 weeks. one week you'll play genshin's new patch, then two weeks later HSR, then 2 weeks later ZZZ, and then back to genshin. (which might be the reason why right now phase 2 banners in all their game have bad pull values with very rare exceptions, like Jane and Kinich)
This strategy can work, but as long as it's limited to 3 games.
Problem is, they have alot of projects planned. the next one is Astaweave Haven, an Animal Crossin/Stardew Valley type game, and that type of game can take people's attention like no other, and while it's a very different type of game, it might negatively affect how much time people spend on the other three
I wonder if they are going to start doing non-gacha games to avoid overcrowding their market.
I really hope they rework their talent/artifact/weapon system for Astaweave. And I mean seriously change it, not tweak it like they did with HSR and ZZZ. Else, casuals that usually play Animal Crossing are gonna be turned off by the walls of text.
 
I really hope they rework their talent/artifact/weapon system for Astaweave. And I mean seriously change it, not tweak it like they did with HSR and ZZZ. Else, casuals that usually play Animal Crossing are gonna be turned off by the walls of text.
i mean will they even have that? From what we know it's a life-sim kind of game. GI, HSR andd ZZZ have a combat aspect, so the artifact system works there. How would they even do it in a game with probably no combat?
 
i mean will they even have that? From what we know it's a life-sim kind of game. GI, HSR andd ZZZ have a combat aspect, so the artifact system works there. How would they even do it in a game with probably no combat?
Doesn't it also draw inspirations from stardew valley? I can see them implementing its cave system. I just don't think Astaweave will release without some kind of end game system to instill FOMO.
 
Doesn't it also draw inspirations from stardew valley? I can see them implementing its cave system. I just don't think Astaweave will release without some kind of end game system to instill FOMO.
have you seen animal crossing??

players actually spend thousands of hours on a free gacha to find the right villager out of 400 of them. just do that but give players the option to skip the grind, instead of it taking an hour to get 1 pull you can jsut psend 100 for 40 of them.

however in ac villagers arent permanant, either hoyo makes it so eveery villagr you gain moves to your town permantly or has some storage system, where they can leave but oyu call them back at no cost or time.

there is no need for combat end game, the whole appeal of this game is it can never end, the possibilities aren't infinite but they're incredibly large in regards to furniture clothes and villager combinations. They should really look at pocket camp to see what worked and didnt; then again unlike nintedo they don't see mobile as some lesser thing, they're doing a full scale ac game on there rather than pocket camp. Ultimately this will be for an entirely different audience, and they should leverage that, get older people especially more women to play the game, this game has a real shot at beating out genshin imo if they play it right the market appeal it could have is incredibly large as it really appeals to almost everyone.
they should also leverage that the ac fandom is somewhat tired of ac, i know its a minority but appealing to people who make content for ac and getting them to switch over until the next game would be a net game.

anyway while people describe it as ac and stardew valley its really not, its ac with a tiny sprinkle of stardew, the gameplay is pretty telling. its pretty much an animal crossing clone with cool features Nintendo wont add, though visually its gorgeous. Furthermore they should launch this on swithc 2, it should be ready for 2025 or early 2026, its been in dev for a while, if they can beat the next animal crossing to the console, that would be pretty good for them.
 
Sensor Tower H1 Japan Report
Broad overview of it is that while downloads are up by 2.5%, revenue is down by 17%. This is largely from the weakening yen which was down by 18% from the dollar. Monster Strike tops the list for 2024 (through July) with $290 million in revenue. Uma Musume is the next biggest at $160 million. Of the new games, the only one still in the top 10 is Legend of Mushroom which grossed $100 million, which makes it the second fastest game in 4 months, behind Star Rail. Bandai Namco is biggest domestic publisher with $390 million, driven by Dragon Ball, One Piece and Idolm@ster. Dragon Quest was the biggest IP with $170 million.
 
Bushiroad Games: Oops, I did it again!



There's a stark contrast between MyGO's success with their songs and live concerts -- they held their first multi day live concert this past weekend and are gearing up for joint live concerts with Togenashi Togeari (from last season's surprise hit Girls Band Cry) and Ave Mujica (which is receiving its own anime next January) -- against their content or lack thereof in the game.

Bang Dream finally got the MyGO update a couple of days ago, meaning the patch was only 1.5 month late, during which there was no event or anything to incite players to engage with the game. orz

Hilariously, and yet still completely expectedly, the update introduced new bugs on top of the existing ones. Example: dozens of missions/achievements (which give items and unlockables as rewards) automatically became marked as "completed".

I'm not one to pile on developers, but the technical state of this game is abysmal, be it because of budget, manpower, technical knowhow or anything else.
 
reverse 1999 is coming to Steam

I wonder if they plan on redoing the translation of the early chapters with this new release. I tried getting into it again last week due to the upcoming anniversary, and while I made it farther this time than on launch (beginning of chapter 2 this time) I ultimately still bounced again. The first impression is still not good imo.
 
That's exciting. I really hope this game is actually different from there other games.
It would be hard not too.

Thougj from the leaks

I think the way it works is when you pull a character they join your village.
Idk if theres a max or not but it would be kinda lame tbh, one of the worst aspects of ac is the 10 villager max.
 
It would be hard not too.

Thougj from the leaks

I think the way it works is when you pull a character they join your village.
Idk if theres a max or not but it would be kinda lame tbh, one of the worst aspects of ac is the 10 villager max.
Yeah definitely. Pulling for villagers is an interesting idea. I'm interested to see what the gameplay loop will be.
 
Yeah definitely. Pulling for villagers is an interesting idea. I'm interested to see what the gameplay loop will be.
I foresee some pros and cons

theres less if a desire to pull for new ones
Bjt more desire to pull for old ones

Traditinal pwoercreep wont exist, the gnaeplay loop is proably about building your city or smth, in that case the villagers might be able to help you get it done more efficantly and faster.

But its really not as strong as the ussualy star rail powercreep lets say.


This game weirds me out,

I feel like its going to bomb big time
Or become the most popular game in the world

Woth not much muddle ground.

I exaggerate it obviously but the concept seems very hit or miss.
If life som gacha doesnt feel good bo one will play it, if it works its mathematically the most addicting game on the planet, and also one of the most accesible,

They cant miss switch 2 for this one.

I wonder if it exist because the popularity of genshins teapot surprised them.
 
One would hope we see them move away from making the same game but slightly adjacent genre for the fourth time in a row.

Though I have a suspicion that if this is a gacha, it will work exactly the same as their other games. Though possible they go more towards how ToT works rather than Genshin.

The game may also go the way of ToT as well, where it exists but doesn't really make much of splash in its genre compared to other titles.

I foresee some pros and cons

theres less if a desire to pull for new ones
Bjt more desire to pull for old ones

Traditinal pwoercreep wont exist, the gnaeplay loop is proably about building your city or smth, in that case the villagers might be able to help you get it done more efficantly and faster.

But its really not as strong as the ussualy star rail powercreep lets say.


This game weirds me out,

I feel like its going to bomb big time
Or become the most popular game in the world

Woth not much muddle ground.

I exaggerate it obviously but the concept seems very hit or miss.
If life som gacha doesnt feel good bo one will play it, if it works its mathematically the most addicting game on the planet, and also one of the most accesible,

They cant miss switch 2 for this one.

I wonder if it exist because the popularity of genshins teapot surprised them.

They're tried a few genre shifts in Genshin like the teapot and the TCG, but I cannot say how popular any of them actually are.
 
One would hope we see them move away from making the same game but slightly adjacent genre for the fourth time in a row.

Though I have a suspicion that if this is a gacha, it will work exactly the same as their other games. Though possible they go more towards how ToT works rather than Genshin.

The game may also go the way of ToT as well, where it exists but doesn't really make much of splash in its genre compared to other titles.



They're tried a few genre shifts in Genshin like the teapot and the TCG, but I cannot say how popular any of them actually are.
Tcg wasn't very popular, ofc theres still probably hundreds of thousands of players since they keep making content for jt

But the dedicated community caps off at like 10k im sure its still played by casuals though.

The teapot has a much larger audience, the teapot meaningful rewards, resources, gems, exp, more resin, money and is the only way to gain freindship on characters you dont use.
(this is big)

People were incentivezed to use it a lot more, tcg and teapot both have one time resources but teapot has infinite resources as well.

Theres no hard data other than youtube views though.

Its also viewed as a lot more impressive.

Idk if its because of the teapot or more likely cause animal crossing sold 50mil.


Both modes are very hated though, theres 0 way to spend your wayaround teapot or tcg,

Tcg takes 100's of hours to get all the cards and 1000's to get all their animations

Teapot only really takes 1-2 hours to setup,
After that it depends on hiw much you want to invest. Plus its not competitive , tcg has its own meta with balance patches and nrfs and buffs and new mechanics and everything.

Its quite litteraly a fully fledged card game, its more complex than the main game, woth no monetization and tons of grinding,

Imo they should have released it as a seperate game. A lot of people who might be interested, have to play genshin for hours to unlock it, a game they might not be interested in.

The teapot is fun but its a glorified dollhouse with lots of limitations.
Patches are also per update so the meta shifts and changes very fast.
 
They're tried a few genre shifts in Genshin like the teapot and the TCG, but I cannot say how popular any of them actually are.
Tcg wasn't very popular, ofc theres still probably hundreds of thousands of players since they keep making content for jt

But the dedicated community caps off at like 10k im sure its still played by casuals though.
3 levels of hearsay but somone in the Era OT said they know a Genshin content creator who talked to people from Hoyo and they said a surprising percentage (positive) of players actively engage with TCG. Like more than actually do end game.
 
3 levels of hearsay but somone in the Era OT said they know a Genshin content creator who talked to people from Hoyo and they said a surprising percentage (positive) of players actively engage with TCG. Like more than actually do end game.

That doesn't surprise me at all?

There's no barrier to entry in the TCG, there is a very large barrier to entry on the endgame.
 
3 levels of hearsay but somone in the Era OT said they know a Genshin content creator who talked to people from Hoyo and they said a surprising percentage (positive) of players actively engage with TCG. Like more than actually do end game.
Thats good, they still update it so i thought their migjt be a ton Of casuals playing it.


They really should make it its own separate game, as in you can play it in genshin as a mode, or you can just install it separately.

Unlike some other card games in games which are fun in thier own rigjt. This has its own devs and its own stuff going on, its not a side mode its fully fledged game inside an already massive game

But discussion of it is basically dead outside dedicated communities,

I wish there was a better way to see player breakdowns, especially for Genshin which probably has a lot more f2p than other gachas

Oh yeah, i play genshin, i decided to pull on kinich , i accidentally got 3 copies of him. I stopped playing after cause i felt bad.
 
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