AppInvestor
@appinvestor.bsky.social
linktr.ee/appinvestor: Value investing meets live data. Investment research focus on mobile apps. Using AI to detect emerging trends in apps rankings.
Mobile gaming revenue weekly:
ZX (9890 HK) rockets, TGAMES CO up (Farm Manager). $SNAL pops (Nine Yin)
$GRVY cools ahead of 9/3 Ragnarok M: Classic
Ongoing picks: Feiyu (1022 HK) stock up 3x!
Dashboard👇 #MobileGaming #Fintwit #GamingStocks Follow for more.
appinvestor.substack.com/p/mobile-rev...
ZX (9890 HK) rockets, TGAMES CO up (Farm Manager). $SNAL pops (Nine Yin)
$GRVY cools ahead of 9/3 Ragnarok M: Classic
Ongoing picks: Feiyu (1022 HK) stock up 3x!
Dashboard👇 #MobileGaming #Fintwit #GamingStocks Follow for more.
appinvestor.substack.com/p/mobile-rev...
August 18, 2025 at 11:09 AM
Mobile gaming revenue weekly:
ZX (9890 HK) rockets, TGAMES CO up (Farm Manager). $SNAL pops (Nine Yin)
$GRVY cools ahead of 9/3 Ragnarok M: Classic
Ongoing picks: Feiyu (1022 HK) stock up 3x!
Dashboard👇 #MobileGaming #Fintwit #GamingStocks Follow for more.
appinvestor.substack.com/p/mobile-rev...
ZX (9890 HK) rockets, TGAMES CO up (Farm Manager). $SNAL pops (Nine Yin)
$GRVY cools ahead of 9/3 Ragnarok M: Classic
Ongoing picks: Feiyu (1022 HK) stock up 3x!
Dashboard👇 #MobileGaming #Fintwit #GamingStocks Follow for more.
appinvestor.substack.com/p/mobile-rev...
Mobile apps revenue weekly update:
US-traded: #SGAMY still #1 with Persona5: The Phantom X release.
#IH, #GRVY complete top 3 w/ Ragnarok Dawn in TW.
World: #Thunderful Group (ST:THUNDR) Vampire's Fall 2 revenue speeding up, still too small to matter.
appinvestor.substack.com/p/mobile-rev...
US-traded: #SGAMY still #1 with Persona5: The Phantom X release.
#IH, #GRVY complete top 3 w/ Ragnarok Dawn in TW.
World: #Thunderful Group (ST:THUNDR) Vampire's Fall 2 revenue speeding up, still too small to matter.
appinvestor.substack.com/p/mobile-rev...
July 15, 2025 at 3:03 PM
Mobile apps revenue weekly update:
US-traded: #SGAMY still #1 with Persona5: The Phantom X release.
#IH, #GRVY complete top 3 w/ Ragnarok Dawn in TW.
World: #Thunderful Group (ST:THUNDR) Vampire's Fall 2 revenue speeding up, still too small to matter.
appinvestor.substack.com/p/mobile-rev...
US-traded: #SGAMY still #1 with Persona5: The Phantom X release.
#IH, #GRVY complete top 3 w/ Ragnarok Dawn in TW.
World: #Thunderful Group (ST:THUNDR) Vampire's Fall 2 revenue speeding up, still too small to matter.
appinvestor.substack.com/p/mobile-rev...
Mobile apps revenue weekly update:
US-traded: #SGAMY is #1 with Persona5: The Phantom X release.
World: #Thunderful Group (ST:THUNDR) still up with release of Vampire's Fall 2 - but not as significant as it looks on the charts.
appinvestor.substack.com/p/mobile-rev...
US-traded: #SGAMY is #1 with Persona5: The Phantom X release.
World: #Thunderful Group (ST:THUNDR) still up with release of Vampire's Fall 2 - but not as significant as it looks on the charts.
appinvestor.substack.com/p/mobile-rev...
July 9, 2025 at 1:13 PM
Mobile apps revenue weekly update:
US-traded: #SGAMY is #1 with Persona5: The Phantom X release.
World: #Thunderful Group (ST:THUNDR) still up with release of Vampire's Fall 2 - but not as significant as it looks on the charts.
appinvestor.substack.com/p/mobile-rev...
US-traded: #SGAMY is #1 with Persona5: The Phantom X release.
World: #Thunderful Group (ST:THUNDR) still up with release of Vampire's Fall 2 - but not as significant as it looks on the charts.
appinvestor.substack.com/p/mobile-rev...
That's a top 10 revenue app already in Taiwan and Hong Kong, with M Classic still performing in the top 20/top 30 there too.
#GRVY Ragnarok: Twilight Official Launching in Taiwan, Hong Kong and Macau on July 3, 2025
https://www.stocktitan.net/news/GRVY/ragnarok-twilight-official-launching-in-taiwan-hong-kong-and-macau-nsiusxi2z70y.html
https://www.stocktitan.net/news/GRVY/ragnarok-twilight-official-launching-in-taiwan-hong-kong-and-macau-nsiusxi2z70y.html
New Ragnarok Mobile Game Debuts With Exclusive Hero Transformation System in Asian Markets
Experience the new Ragnarok mobile MMORPG featuring exclusive hero transformation system and MVP dungeons. Available now on major app stores. Get Details
www.stocktitan.net
July 5, 2025 at 11:42 AM
That's a top 10 revenue app already in Taiwan and Hong Kong, with M Classic still performing in the top 20/top 30 there too.
Mobile apps revenue weekly update:
US-traded: Boooring. Minimal increases for #IH, #GPRO, #IQ
World: Tiny swedish game maker #Thunderful Group lights up the dashboard with release of Vampire's Fall 2. Not significant vs their non-mobile gaming revenue
appinvestor.substack.com/p/mobile-rev...
US-traded: Boooring. Minimal increases for #IH, #GPRO, #IQ
World: Tiny swedish game maker #Thunderful Group lights up the dashboard with release of Vampire's Fall 2. Not significant vs their non-mobile gaming revenue
appinvestor.substack.com/p/mobile-rev...
Mobile revenue roundup - Week 26, 2025
Thunderful Group (THUNDR.ST) lights up the dashboards - is this their time to shine?
appinvestor.substack.com
June 30, 2025 at 9:30 PM
Mobile apps revenue weekly update:
US-traded: Boooring. Minimal increases for #IH, #GPRO, #IQ
World: Tiny swedish game maker #Thunderful Group lights up the dashboard with release of Vampire's Fall 2. Not significant vs their non-mobile gaming revenue
appinvestor.substack.com/p/mobile-rev...
US-traded: Boooring. Minimal increases for #IH, #GPRO, #IQ
World: Tiny swedish game maker #Thunderful Group lights up the dashboard with release of Vampire's Fall 2. Not significant vs their non-mobile gaming revenue
appinvestor.substack.com/p/mobile-rev...
Mobile apps revenue weekly update:
US-traded: #GRVY #1 again, with M Classic Taiwan and Next Gen global going strong.
Top 5 completed by #GDEV, #IQ, #GPRO & #MTCH, no catalyst.
World: 7Road (0797 HK) keeps #1 even as new game launch revenue slows down.
appinvestor.substack.com/p/mobile-rev...
US-traded: #GRVY #1 again, with M Classic Taiwan and Next Gen global going strong.
Top 5 completed by #GDEV, #IQ, #GPRO & #MTCH, no catalyst.
World: 7Road (0797 HK) keeps #1 even as new game launch revenue slows down.
appinvestor.substack.com/p/mobile-rev...
June 16, 2025 at 12:55 PM
GungHo (3765.T or #GUNGF) launched "Puzzle & Dragons 0" few days ago, an iteration on their (one and only?) mobile success, P&D. It's not making waves - barely scratched the top 50 grossing in Japan and already out of top 100 right now.
Disappointing.
Disappointing.
June 3, 2025 at 10:31 AM
GungHo (3765.T or #GUNGF) launched "Puzzle & Dragons 0" few days ago, an iteration on their (one and only?) mobile success, P&D. It's not making waves - barely scratched the top 50 grossing in Japan and already out of top 100 right now.
Disappointing.
Disappointing.
Mobile apps revenue weekly update:
US-traded: #GRVY #1, 7th week in a row now. Next Gen global release adding support to Idle Adventure & Classic: M.
World: #7Road (0797 HK) surging with a new major hit in TW/HK. To be continued.
Article: appinvestor.substack.com/p/mobile-rev...
US-traded: #GRVY #1, 7th week in a row now. Next Gen global release adding support to Idle Adventure & Classic: M.
World: #7Road (0797 HK) surging with a new major hit in TW/HK. To be continued.
Article: appinvestor.substack.com/p/mobile-rev...
June 2, 2025 at 10:47 AM
Mobile apps revenue weekly update:
US-traded: #GRVY #1, 7th week in a row now. Next Gen global release adding support to Idle Adventure & Classic: M.
World: #7Road (0797 HK) surging with a new major hit in TW/HK. To be continued.
Article: appinvestor.substack.com/p/mobile-rev...
US-traded: #GRVY #1, 7th week in a row now. Next Gen global release adding support to Idle Adventure & Classic: M.
World: #7Road (0797 HK) surging with a new major hit in TW/HK. To be continued.
Article: appinvestor.substack.com/p/mobile-rev...
Mobile apps revenue weekly update:
US-traded: #GRVY #1, 6th week in a row now, Idle Adventure+ adding to M Classic.
Top 5 completed by #GDEV, #WW, #GPRO no catalyst.
World: Danish #Trophy Games (CO:TGAMES) surge - not significant enough to look into.
appinvestor.substack.com/p/mobile-rev...
US-traded: #GRVY #1, 6th week in a row now, Idle Adventure+ adding to M Classic.
Top 5 completed by #GDEV, #WW, #GPRO no catalyst.
World: Danish #Trophy Games (CO:TGAMES) surge - not significant enough to look into.
appinvestor.substack.com/p/mobile-rev...
May 26, 2025 at 11:12 AM
#GRVY release of Ragnarok Idle Adventure Plus, already hovering in top #20 for in app purchases in both TW & HK.
Meanwhile, Ragnarok M Classic is still in the top 10 money-making chart over there.
All self-published games. Trades at almost 0 EV with 90% of market cap in cash, profitable & growing.
Meanwhile, Ragnarok M Classic is still in the top 10 money-making chart over there.
All self-published games. Trades at almost 0 EV with 90% of market cap in cash, profitable & growing.
May 22, 2025 at 11:05 AM
#GRVY release of Ragnarok Idle Adventure Plus, already hovering in top #20 for in app purchases in both TW & HK.
Meanwhile, Ragnarok M Classic is still in the top 10 money-making chart over there.
All self-published games. Trades at almost 0 EV with 90% of market cap in cash, profitable & growing.
Meanwhile, Ragnarok M Classic is still in the top 10 money-making chart over there.
All self-published games. Trades at almost 0 EV with 90% of market cap in cash, profitable & growing.
Mobile apps revenue weekly update:
US-traded: #GRVY #1, 5th week in a row as Ragnarok M: Classic keeps on giving in TW/HK
Top 5 completed by #GDEV, #WW, #IQ, #BMBL no catalyst.
World: #Feiyu (1022.HK) has interesting momentum with "1-Step 2-Steps" game
appinvestor.substack.com/p/mobile-rev...
US-traded: #GRVY #1, 5th week in a row as Ragnarok M: Classic keeps on giving in TW/HK
Top 5 completed by #GDEV, #WW, #IQ, #BMBL no catalyst.
World: #Feiyu (1022.HK) has interesting momentum with "1-Step 2-Steps" game
appinvestor.substack.com/p/mobile-rev...
May 19, 2025 at 8:00 PM
1 month in, Ragnarok M: Classic still top 5-10 in Taiwan (and Hong Kong!) on both Apple+Android. MUCH better than what it did in SEA (which was disappointing to me), and yet Q1 came in better than expected. That release is NET NEW revenue in Q2, too. Good stuff.
#GRVY
#GRVY
May 15, 2025 at 12:14 PM
1 month in, Ragnarok M: Classic still top 5-10 in Taiwan (and Hong Kong!) on both Apple+Android. MUCH better than what it did in SEA (which was disappointing to me), and yet Q1 came in better than expected. That release is NET NEW revenue in Q2, too. Good stuff.
#GRVY
#GRVY
#Drecom announced earnings.
What I like:
1) Revenue even higher than last quarter expect. QoQ +6%, YoY +108%!
2) Wizardry game performing really well and very profitable. They've struck gold and will be able to build on that in the future.
3) Every game is profitable except 1
What I like:
1) Revenue even higher than last quarter expect. QoQ +6%, YoY +108%!
2) Wizardry game performing really well and very profitable. They've struck gold and will be able to build on that in the future.
3) Every game is profitable except 1
May 12, 2025 at 11:22 AM
#Drecom announced earnings.
What I like:
1) Revenue even higher than last quarter expect. QoQ +6%, YoY +108%!
2) Wizardry game performing really well and very profitable. They've struck gold and will be able to build on that in the future.
3) Every game is profitable except 1
What I like:
1) Revenue even higher than last quarter expect. QoQ +6%, YoY +108%!
2) Wizardry game performing really well and very profitable. They've struck gold and will be able to build on that in the future.
3) Every game is profitable except 1
Well, did not expect Q1 revenue to land higher than Q4 in revenue #GRVY. Flat on net profit due to non-operational matters.
Ragnarok M: Classic did better than I accounted for in SEA. It's raging in Taiwan now, big Q2 inc...Pipeline is impressive. 2025 off to a strong start.
Ragnarok M: Classic did better than I accounted for in SEA. It's raging in Taiwan now, big Q2 inc...Pipeline is impressive. 2025 off to a strong start.
May 9, 2025 at 2:56 PM
Well, did not expect Q1 revenue to land higher than Q4 in revenue #GRVY. Flat on net profit due to non-operational matters.
Ragnarok M: Classic did better than I accounted for in SEA. It's raging in Taiwan now, big Q2 inc...Pipeline is impressive. 2025 off to a strong start.
Ragnarok M: Classic did better than I accounted for in SEA. It's raging in Taiwan now, big Q2 inc...Pipeline is impressive. 2025 off to a strong start.
the #OWLT bet starting to pay off? Still the only FDA approved socks, a first partnership with a hospital. Revenue has been growing fast this Q1.
Wouldn't have touched it at SPAC valuation but now it's starting to look bright to me.
Wouldn't have touched it at SPAC valuation but now it's starting to look bright to me.
May 9, 2025 at 2:55 PM
the #OWLT bet starting to pay off? Still the only FDA approved socks, a first partnership with a hospital. Revenue has been growing fast this Q1.
Wouldn't have touched it at SPAC valuation but now it's starting to look bright to me.
Wouldn't have touched it at SPAC valuation but now it's starting to look bright to me.
Ragnarok M Classic still #5 grossing in Taiwan. Really solid start to Q2 for #GRVY. Tracking well ahead of Q1 so far.
Q1 earnings Friday - expecting lower than Q4 on revenue with 1) THE RAGNAROK loosing steam 2) Rebirth launch offsetting some, but not all.
Long-term hold.
Q1 earnings Friday - expecting lower than Q4 on revenue with 1) THE RAGNAROK loosing steam 2) Rebirth launch offsetting some, but not all.
Long-term hold.
May 7, 2025 at 5:25 PM
Ragnarok M Classic still #5 grossing in Taiwan. Really solid start to Q2 for #GRVY. Tracking well ahead of Q1 so far.
Q1 earnings Friday - expecting lower than Q4 on revenue with 1) THE RAGNAROK loosing steam 2) Rebirth launch offsetting some, but not all.
Long-term hold.
Q1 earnings Friday - expecting lower than Q4 on revenue with 1) THE RAGNAROK loosing steam 2) Rebirth launch offsetting some, but not all.
Long-term hold.
Mobile apps revenue weekly update
- US-traded: #GRVY #1 - 3rd in a row as Ragnarok M: Classic keeps on giving in TW. Top 5 completed by #ANGH, #GDEV, #IQ #CHGG no catalyst.
- World: Mobile Factory (3912.T) #1. #Mobirix also up there. No catalyst.
appinvestor.substack.com/p/mobile-rev...
- US-traded: #GRVY #1 - 3rd in a row as Ragnarok M: Classic keeps on giving in TW. Top 5 completed by #ANGH, #GDEV, #IQ #CHGG no catalyst.
- World: Mobile Factory (3912.T) #1. #Mobirix also up there. No catalyst.
appinvestor.substack.com/p/mobile-rev...
May 5, 2025 at 11:25 AM
Mobile revenue weekly update (iOS/Android).
- US-traded: #GRVY #1 again with +49% as Ragnarok M: Classic performs in TW. Top 5 completed by #ANGH, #GDEV, #IQ #MYPS no catalyst.
- World: No catalyst #Globee (5575.T) #1 - uptrend continues, on watchlist.
appinvestor.substack.com/p/mobile-rev...
- US-traded: #GRVY #1 again with +49% as Ragnarok M: Classic performs in TW. Top 5 completed by #ANGH, #GDEV, #IQ #MYPS no catalyst.
- World: No catalyst #Globee (5575.T) #1 - uptrend continues, on watchlist.
appinvestor.substack.com/p/mobile-rev...
April 28, 2025 at 12:03 PM
Mobile revenue weekly update (iOS/Play)
- US-traded: #GRVY #1 with +27% vs past 6 weeks. Top 5 completed by #ANGH, #GDEV, #BMBL and #MTCH - no catalyst.
- World: No catalyst, lot of variability for #CMGE. #Globee (5575.T) in uptrend, let's see in 2-3 weeks.
appinvestor.substack.com/p/mobile-rev...
- US-traded: #GRVY #1 with +27% vs past 6 weeks. Top 5 completed by #ANGH, #GDEV, #BMBL and #MTCH - no catalyst.
- World: No catalyst, lot of variability for #CMGE. #Globee (5575.T) in uptrend, let's see in 2-3 weeks.
appinvestor.substack.com/p/mobile-rev...
April 21, 2025 at 12:06 PM
Both Taobao #BABA and DHGate (private) apps have entered top 10 downloads in the US this week for the first time, following the viral tiktoks of Chinese manufacturers alleging to be the factory for popular brands.
Textbook influencing following the tariffs!
Textbook influencing following the tariffs!
April 19, 2025 at 2:28 PM
Both Taobao #BABA and DHGate (private) apps have entered top 10 downloads in the US this week for the first time, following the viral tiktoks of Chinese manufacturers alleging to be the factory for popular brands.
Textbook influencing following the tariffs!
Textbook influencing following the tariffs!
#GRVY "RO仙境傳說：守護永恆的愛 Classic", which is Ragnarok M: Classic (Eternal Love) just out in Taiwan, already #1 in downloads on iOS as expected. #7 in Grossing already - looking strong so far.
TW is one of the 5 largest mobile revenue market in the world
TW is one of the 5 largest mobile revenue market in the world
April 16, 2025 at 10:50 AM
#GRVY "RO仙境傳說：守護永恆的愛 Classic", which is Ragnarok M: Classic (Eternal Love) just out in Taiwan, already #1 in downloads on iOS as expected. #7 in Grossing already - looking strong so far.
TW is one of the 5 largest mobile revenue market in the world
TW is one of the 5 largest mobile revenue market in the world
Mobile revenue weekly update (iOS/Android)
- US-traded: Another good week for #CHGG. Top 5 completed by #ANGH, #PLTK, #QI and #MYPS, no catalyst
- World: #Globee (5575.T) still in uptrend - may be temporary
- #Drecom continues to perform, unseen to investors
appinvestor.substack.com/p/mobile-rev...
- US-traded: Another good week for #CHGG. Top 5 completed by #ANGH, #PLTK, #QI and #MYPS, no catalyst
- World: #Globee (5575.T) still in uptrend - may be temporary
- #Drecom continues to perform, unseen to investors
appinvestor.substack.com/p/mobile-rev...
April 14, 2025 at 11:43 AM
If there was ever a country that is not ready for this... The "High School educated" - what does he think they learn in high schools that you'll be able to build automated plants? The US doesn't have a quality education system for apprenticeship/trades like #Germany, #Switzerland or even Australia.
Lutnick: "The army of millions and millions of human beings screwing in little screws to make iPhones -- that kind of thing is going to come to America."
April 7, 2025 at 11:51 AM
If there was ever a country that is not ready for this... The "High School educated" - what does he think they learn in high schools that you'll be able to build automated plants? The US doesn't have a quality education system for apprenticeship/trades like #Germany, #Switzerland or even Australia.
Mobile revenue weekly update (iOS/Android).
- US-traded: Good week for #CHGG. #GDEV, #GPRO, #GRVY, #MYPS complete top 5, no catalyst.
- World: No major move either, volatility in revenue.
- #Drecom stock beaten down badly, continues to perform: opportunity
appinvestor.substack.com/p/mobile-rev...
- US-traded: Good week for #CHGG. #GDEV, #GPRO, #GRVY, #MYPS complete top 5, no catalyst.
- World: No major move either, volatility in revenue.
- #Drecom stock beaten down badly, continues to perform: opportunity
appinvestor.substack.com/p/mobile-rev...
April 7, 2025 at 11:38 AM