October 30 is Going to Be a Big Day for Pokemon Fans Pokémon Trading Card Game Pocket releases on October 30 for Android and iOS, allowing players to collect digital cards. #pokemon# #mobilegames# #games# #haoplay#

From Mobile Games To E-Commerce: How Chinese Digital Businesses Are Deepening Their Presence In The Russian Market Russia's online gaming industry is projected to be worth US$3 billion by 2030, with an estimated 68 million users and growing. Over 76% of this volume is supplied by Chinese companies. We examine the distinctive cross-border operations of China-Russia digital products, analyse which games are popular and the logistics and financial reasons why.

What if AI could help create the pixels behind the next generation of mobile games? Mali G2-Ultra NX brings world-class AI GPU capabilities to mobile, with neural acceleration built directly into the graphics pipeline. @ctbergey shows what that unlocks through Neural Dawn, developed by Arm and Sumo Digital 👇

Investors are watching in disbelief as $APP plummets under $300 a share. $APP trades at 22x earnings, growing revenue 53% YoY in Q2 and EPS by 57%. Investors doubt the company can pivot out of ads for mobile games into ads for ecommerce brands.

$APP Talked to a former Applovin employee over the weekend, here’s some of his thoughts: - Applovin’s business has been ads within mobile games. It is very profitable, 1B people per day play games, and $META or $GOOGL have not been able to break their moat. But, growth rates have slowed down from 70% to now 55% which is incredible, but not good enough for the street because they don’t see the TAM expanding yet. - Mobile gaming opportunity is large but viewed as saturated and very high growth rates likely aren’t sustainable in this one category. - Company has guided to keeping their growth at 30%+ but the decline in YoY growth rates have hurt sentiment. Applovin can change this by showing their Ecom expansion can increase the TAM but the company has failed to meaningfully show this which is why the stock has been stuck. The Q2 call didn’t really address the TAM expansion either which is why the stock has been falling so rapidly since then. - He said management is exceptional and understands what they are doing, it’s not a team to bet against, but the problem is the street is not convinced their growth can expand beyond gaming yet. He himself is also not fully convinced and feels ready to sell a significant portion of stock if the Q after holiday season doesn’t show the TAM expanding beyond mobile games. - He also said the short reports are pretty much just noise. Nothing ever serious has come from them and they aren’t rooted in anything real. Stock is down 50% YTD…obviously looks like a bargain and I wonder how much lower the street can send it. Only major software large cap that hasn’t recovered…is anyone buying it here?

Earn more from every transaction 🎮💰 Direct-to-consumer (D2C) webshops just had their breakout year, with top mobile games growing D2C earnings by 38% in 2025. Due to recent regulatory changes across the US, EU, Japan, and South Korea, mobile studios are now free to send players to their own payment channels, keeping more of every dollar and gaining control over their pricing. 🔗 Read the full breakdown: