Mobile (Gacha) Market Tracking

[theprodigy]

September Sensor Tower is here. aside from HSR and L&DS, everything either had a small increase or a big drop. WuWa dipped below 7M

I really hate how this guy pushes this out the first day of the next month because some games aren't even updated yet and still have the previous month's (i.e. August) numbers. (and yes, this extends to last month's numbers so sometimes it's a July vs August comparison when it's labeled August vs September)

 

[Busaiku]

I wonder how much of this is L&D undercutting their female demographics. L&D has really spiked these past few months and it would be normal to expect it to impact the broader market given how fast and big it became, and it's growth is localized mostly to CN where we see the other movements.

Certainly a possibility, after how Fontaine shaped up after Wriothesley and with Kinich being the only possible male character (Il Capitano too, but we don't know when) for almost a year, that might be a source of bleed.
In addition to Love & Deepspace, with the rise of games like Light & Night and launch of Beyond The World, people interested in male characters definitely have more options than the nothing of before.
I imagine if Infinity Nikki has a successful launch, that could be the biggest hit for Hoyo for female players as well (though not the gooners, they already leaving).

 

[War Inquisitor]

Btw based on what people are saying, WuWa seems to have started facing development issues. New story is very short, new area is small and doesn't have alot to do and the patches are now 7 weeks long.

 

[Vena]

Btw based on what people are saying, WuWa seems to have started facing development issues. New story is very short, new area is small and doesn't have alot to do and the patches are now 7 weeks long.

Patches have not had consistent schedules since release. It was 5/8/6/7.

As for the content, it's as large as 1.1 (it's two maps + decent bit of verticality) and story is around as long. So nothing really out of the ordinary going on dev wise. I'd sooner say 1.3 has the most general stuff added since release.

Edit many hours later: I checked, based on the BP, the patch is actually a bit of an odd 6.5ish weeks. Not even a rounded 7. @War Inquisitor So this seems to me like they are kind of... just making it up as they go along for patch lengths.

 

[Vena]

I really hate how this guy pushes this out the first day of the next month because some games aren't even updated yet and still have the previous month's (i.e. August) numbers. (and yes, this extends to last month's numbers so sometimes it's a July vs August comparison when it's labeled August vs September)

To this point, the numbers have already changed significantly. WuWa went up by >4M, HSR gained on CN iOS, and so on.

 

[Astrogamer]

Zenless Zone Zero surpasses $150 million, but it’s no Genshin Impact…

HoYoverse’s latest action RPG Zenless Zone Zero has surpassed $150 million in gross mobile revenue in less than three months since launch.

www.pocketgamer.biz

Zenless Zone Zero passed $157.5 million now three months in, according to AppMagic but, much slower than the other Hoyoverse titles.

Genshin Impact hits $6.3 billion in time for fourth anniversary, but is it running on fumes?

Gacha RPG goliath Genshin Impact celebrates its fourth anniversary on September 28th with its major Version 5.0 update already in full swing.

www.pocketgamer.biz

Meanwhile Genshin Impact has surpassed $6.3 billion for its 4th anniversary, according to AppMagic, but this is the first time it has dipped below $1 billion in a year

9周年を迎えたFGOは人気が継続、日本では2015年から収益トップ10圏内をキープ、過去3年の平均MAU100万以上を記録

リリースから現在まで、日本で人気を博している『Fate Grand/Order』が9周年を迎えました。日本での過去3年間の平均MAUは100万以上で、継続率も高水準を維持しており、日本を代表するモバイルゲームの1つであることがデータからもわかります。

sensortower.com

Sensor Tower article highlighting Fate/Grand Order's performance for its 9th anniversary. It's still in Japan's top 10 annual games but, it has been steadily declining.

 

[War Inquisitor]

infinity Nikki has surpassed 20M pre-registrations

 

[Vena]

infinity Nikki has surpassed 20M pre-registrations

I've been dead busy to pay much attention but is this just... an open world dress up/Barbie doll gachagame?

 

[Astrogamer]

I've been dead busy to pay much attention but is this just... an open world dress up/Barbie doll gachagame?

Nikki is a series where fashion is the solution to every conflict. If I remember correctly, the trailer had different outfits give her different powers for some puzzle elements. There also seems to be a creature collecting element. Beyond that, the plot of Nikki gets insane from what I understand

Edit:

4.5周年を迎えたアークナイツが2024年8月に日本での累計収益5億ドルを突破、日本は中国や韓国の約2倍のRPD

『アークナイツ』が、2024年8月に日本累計収益5億ドルを突破しました。世界でリリースされている同作ですが、日本は世界最大の市場で、RPDが100ドル以上と際立っています。これは中国や韓国と比較して、約2倍のRPDとなっています。

sensortower.com

Arknights passed $500 million in August

 

[Faeldrin]

I've been dead busy to pay much attention but is this just... an open world dress up/Barbie doll gachagame?

I only very briefly played Shining Nikki, but like Astrogamer said, you pretty much "fight" opponents with fashion battles. The crux of the game is collecting clothes and accessories, then creating outfits. Kind of like Style Savvy, in a sense, without the shop management part.

But with Infinity Nikki, we're pretty much transitioning from a FGO-like old-style mobage to a Genshin-era modern game. If the open world design is good, I think it has potential attracting a different audience than Genshin/WW, especially within the female one.

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Re: Bang Dream, I'm getting honestly worried about the future of the global/EN server. The current event has you playing in teams of 5 players, except the netcode is even more terrible than usual and some players have received temp bans because the game thinks they are purposely disconnecting to grief others.

The technical state of the game (on global), especially the netcode, has always been mediocre, but ever since their mega-update some months ago, it's been plummeting. Players might be tempted to leave, and then there won't be enough activity/revenue from the server to justify its existence.

 

[Littleterritory]

I've been dead busy to pay much attention but is this just... an open world dress up/Barbie doll gachagame?

One of the people that worked on it is Kentaro Tominaga, a former designer on The Legend of Zelda: Breath of the Wild and director of its Expansion Pass.