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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.
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An illustration of #GRVY regional releases approach, from Jan 2023. Recently: 2024-H2: THE RAGNAROK held the fort. 2025-H1: THE RAGNAROK + Rebirth. in 2 months, it'll will show Rebirth + M Classic + Idle Adventure+ as main bread winners. One strong hit (i.e. Origin) has longer lasting power.

submitted 22 minutes ago • 0 comments

Weekly roundup of estimated mobile revenue (iOS/Android). - #CHGG #TAPM #MTCH #WW #PLTK top 5 US - #GRVY has 2 new releases and an earnings call. - World: #Imagineer (4644.T) star of the week w/ successful launch. #Devsisters catalyst is confirmed. appinvestor.substack.com/p/mobile-rev...

submitted 5 days ago • 0 comments

As a European living in North America for a long time, this article hit home, as they rarely do. I therefore knew before googling the CNN journalist that he couldn't be american 🤫 www.cnn.com/2025/02/14/w...

submitted 7 days ago • 0 comments

Ragnarok M Classic launched today in SEA. Already in top 10 grossing in Thailand and Philippines! That's 2 game launches in 2 days #GRVY flooding the zone with the Ragnarok IP. Sizeable pipeline for 2025 too, cf image.

submitted 8 days ago • 0 comments

#GRVY Earnings release is out. Flat on revenue QoQ as expected. Operating margin lower QoQ, it fluctuates with releases (high marketing push). Cash flow machine keeps running, biggest rainy days fund ever. img.gravity.co.kr/GravityUploa...

submitted 8 days ago • 0 comments

#GRVY Ragnarok Begins launches in Taiwan and Hong Kong, one of their best market. Already in top 10 downloads but that's expected! www.khgames.co.kr/news/article...

submitted 8 days ago • 0 comments

Weekly roundup of estimated mobile revenue (iOS/Android). - #CHGG #IQ #WW in top 3 US. - World: #Drecom (3793.T) (100% QoQ revenue in recent earning) & #Devsisters revenue pattern break - looking like potential catalysts. #mobiletrends #catalyst

submitted 12 days ago • 1 comment

I haven't seen any coverage in US/Canada about Trump's withdrawal of the global tax agreement, which was forcing a minimum 15% corporate taxes worldwide, to push large corporations to stop evading their fiscal responsibility by relocating to tax heavens. His #techoligarchs say thank you

submitted 21 days ago • 0 comments

We've been eagerly waiting for #Drecom (3793.T) to announce their Q3 numbers. As expected their revenue has exploded thanks to Wizardry Variants Daphne. QoQ revenue more than doubled and the first profitable Q in a long time. Priced in already? Let's see how Japan reacts tonight

submitted 23 days ago • 1 comment

Deepseek - AI Assistant is the #1 most downloaded app in the US right now, following updates that the Chinese LLM builder is doing wonders with their new model, at a fraction of the cost of #OpenAI 's o1 model. #NVDA -11% pre-market - That's $400B in market cap. Or 800x #GRVY 's market cap 😂

submitted 26 days ago • 0 comments

Weekly roundup of estimated mobile revenue (iOS/Android). US: #WW, #CHGG & #TAPM at the top World: #Devsisters and #MightyKingdom #MKL.AX keep accelerating, possible catalysts. Covered briefly: Drecom #3793.T, Gravity #GRVY, Archosaur (#9990.HK) & Ten Square #TEN.W #PLTK, #MYPS, no catalyst

submitted 26 days ago • 0 comments

Drecom #3793.T have their earnings this week. Know this: It'll be their best Q in revenue in years (cf chart). Why? Oct 15, they launched Wizardry Daphne Variants, resuscitating the franchise in Japan, and reaching #10 grossing on iOS/Play. Stock is up 38% since. Could it be just the beginning?

submitted 26 days ago • 1 comment

#GRVY received a license for another game in China, seems to be either Begins or THE RAGNAROK, hopefully the latter. Did someone check who the publisher will be there?

submitted 28 days ago • 0 comments

In their quest to try Tiktok alternatives, US users have flocked to Rednote first and then to Likee, which hit #2 in download yesterday. What's interesting, is that it's ultimately owned by Joyy #YY, a publicly-traded company. 🤫🤫UnLikee (ho ho) to last, though?

submitted 29 days ago • 0 comments

Social media platforms are the largest source and beneficiaries of the growing division in the world. Their algorithms promote engagement. It's easier to provoke a response with outrage than kindness. Being outrageous is rewarded with eyeballs and fame. Is Bluesky's algorithm different? #bluesky

submitted 31 days ago • 0 comments

Weekly roundup of estimated mobile revenue (iOS/Android). #WW again #1 in US mobile revenue increase, whilst #Devsisters and #MightyKingdom #MKL.AX surge. Trend or short-term peak? tune in next week! Covered: #Drecom #GalaTechnology #PLTK, #MTCH, #ANGH, #MYPS - no catalyst

submitted 33 days ago • 0 comments

"Flip: Watch, Create, Shop", which lets you buy memecoin, has reached top 3 download in the US (current #7) . Thanks to a soon-to-be president grifter creating a memecoin. Makes #DJT sound like a sane investment. 😂 Jokes write themselves in the US.

submitted 34 days ago • 0 comments

Rednote is the #1 downloaded app on iOS in the US now. Another Chinese app, since that worked out well. 2nd is Lemon8 from TikTok. Is there collective amnesia or is it just a case of anything to not move to Instagram? 😂 All of that ring kissing and boot licking at Mar-a-Lago for #Meta and this!

submitted 39 days ago • 0 comments

Weekly roundup of estimated mobile revenue (iOS/Android). #NEOWIZ back at the top just like EoY. The start of a trend? #WW dropping some weights, reversing a negative trend. Covered: #Mynet, #Mixi and #Drecom (our most interesting catalyst). open.substack.com/pub/appinves...

submitted 40 days ago • 0 comments

Weekly highlights of est. mobile revenue (iOS/Android) for traded Cos. #Drecom starts the year strong with Wizardry Variants Daphne live ops. We're bullish short-term. #GPRO continues its successful x-mas sales. Others : PlayStudios #MYPS, #KLab #3656.T, #CyberAgent #4751.T, BoomBit #BBT.WA

submitted 47 days ago • 0 comments

"Cat Chaos: Prankster" by MiniCalm Games (appears to be privately owned) has recently launched and ranking 4th in US downloads! It's a 3D simulation letting players wreak havoc as a mischievous cat in a lively home setting 😂 Will not be playing it, to avoid giving mine some ideas. #AppRankings 🐾

submitted 49 days ago • 0 comments

"Township," the city-building and farming app by #Playrix (privately owned) is back in the top 10 US downloads for the first time in years! Impressive from an app launched over 10 years ago... #AppRankings

submitted 49 days ago • 0 comments

Weekly roundup of estimated mobile revenue (iOS/Android) for traded companies. Last week of the year! #NEOWIZ remains #1 in increase, with #GPRO having a successful x-mas sales season. #Drecom is our investor highlight, with their Wizardry Daphne game going back up the ladder.

submitted 54 days ago • 0 comments

"Squid Game: Unleashed" by Netflix Game Studio has made its debut in the top 10 downloads in the US, now ranked at #6. It's nowhere to be seen in revenues yet. A first gaming success in the making for $NFLX? #TrendingApps #GamingNews

submitted 55 days ago • 0 comments

#Drecom (3793.T)'s Wizardry Variants Daphne game was a surprise hit - and looks like the first step to revive the Wizardry IP they purchased. Game is back in top 20 on iOS Japan 3 months after launch. Expecting a record breaking quarter.

submitted 57 days ago • 1 comment

Weekly roundup of estimated mobile revenue for traded companies. #NEOWIZ w/ a big 172% jump in est. mobile revenue. We added more #Drecom & #Gala (the future asian #EA). No major catalyst worldwide. #CROOZ (2138.T), #MAGI.ST and Com2Us worth keeping an eye on. open.substack.com/pub/appinves...

submitted 61 days ago • 0 comments

Weekly roundup of estimated mobile revenue (iOS/Android) for traded companies. Drecom remains #1 interest. No major catalyst worldwide. Japanese's GREE, Mobile Factory and CAVE Interactive to be followed. Watchlist: #Drecom & Gala Technology open.substack.com/pub/appinves...

submitted 68 days ago • 0 comments

Lemon8, by TikTok, has entered the top 10 downloads in the US for the first time, ranking at #2. With the visible backlash against X, not sure why people would flock to another ByteDance app, with the TikTok ban looming ? #AppTrends #LifestyleApps #tiktok

submitted 74 days ago • 0 comments