秋生的游戏情报雷达
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Data digest: Pokémon TCG Pocket, Sled Surfers, My Hero Academia, MapleStory, midcore stats and more
📰 Vikki Blake
👤 Vikki Blake
🕒 2026-08-19 19:12:41
AI 摘要 · 其他
Dena旗下《Pokémon TCG Pocket》收入同比下滑33%，IAP收入从2025年40-45百万美元降至2026年上半年25百万美元，MAU保持2300万稳定。AppMagic数据显示6-7月IAP收入跌破20百万美元。Embracer集团Q1净销售额增长24%至4.14亿美元，移动业务受《Sled Surfers》推动增长48%，但Fellowship Entertainment板块因《Kingdom Come: Deliverance》等作品收入下降23%。
《My Hero Academia: United Survival》全球上线一周下载量突破100万，Nexon《MapleStory》Q2收入同比增长63%，但运营利润因创作者费用和云服务成本下降17%。
Every Wednesday, we break down the latest data, research and financial results into digestible chunks.
Read on for the numbers you need to know about without the fluff.
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Pokémon TCG Pocket declines dent Dena financials
Japanese game-maker Dena said that revenue in its game business was down 33% year-on-year in its latest financials, driven mostly by declines in revenue from Pokémon TCG Pocket.
While revenue is down on Dena’s flagship game, MAU remains relatively steady at 23m, down from an average of 24m across the previous quarter.
AppMagic estimates
suggest the game has fallen from earning roughly $40-45m per month in IAPs for most of 2025 to around $25m in the first half of 2026. The data says IAP earnings dipped further in June and July, averaging under $20m for the first time since launch in late 2024.
CrazyLabs’ Sled Surfers drives mobile growth at Embracer
Embracer’s net sales rose 24% year-on-year
to $414m (SEK3,943m) in its fiscal Q1, with Cash EBIT swinging to $4.9m (SEK47m) from -$10.4m (-SEK99m) a year earlier.
The Embracer operating segment – which includes mobile alongside PC/console, distribution and retro – grew net sales 48% to $329m (SEK3,134m), while the newly separated Fellowship Entertainment segment (Kingdom Come: Deliverance, Tomb Raider, Metro) fell 23% to $85m (SEK810m).
Within the Embracer segment, the company said its mobile business kept growing in both net sales and profitability, driven by CrazyLabs’ Sled Surfers – though as with mobile generally, no standalone figures were broken out explicitly in Embracer’s reporting.
My Hero Academia: United Survival tops 1m downloads a week after launch
KLab and gumi’s roguelite hero-action game
My Hero Academia: United Survival passed 1m downloads worldwide
within a week of its August 6 global launch.
To mark the milestone, the studios are running a login bonus event handing out character enlistment tickets through August 31.
Record MapleStory numbers drive revenue at Nexon
Nexon’s Q2 2026 revenue rose 2% year-on-year to $747m (¥121.1bn), while operating income fell 17% to $193m (¥31.3bn) as the company absorbed higher creator fees, user acquisition costs and cloud service costs.
The MapleStory franchise delivered a record quarter, up 63% year-on-year, while Arc Raiders passed 16.3m cumulative unit sales and generated $113m (¥18.3bn) in the quarter alone.
Citing a $5.2bn (¥842bn) cash reserve built up partly through recent investment divestitures,
Nexon announced a special dividend
of ¥415 per share, worth roughly $2bn (¥324bn) in total and subject to board approval in September, taking total shareholder returns since its 2011 IPO past $5.6bn (¥900bn) by the end of the year.
Shooters lead midcore genre revenue gains in Q2 says AppMagic
AppMagic’s Midcore Insights Q2 2026 report
estimates that the Shooter genre was the only major midcore genre to grow revenue year-on-year, up 13.9% to $845.3m, while RPG (-16.9%), Strategy (-10.2%) and Simulation (-14.8%) all declined.
While downloads grew within the Strategy genre, revenue didn’t keep pace. Card Battlers’ revenue fell an estimated 50.7% despite flat install numbers, largely on the back of Pokémon TCG Pocket’s decline.
AppMagic also flagged more 4X titles – including Whiteout Survival and Puzzles & Survival – borrowing hypercasual-style event loops.
Two creative trends stood out, too; stylised AI-generated video hooks, and a growing “tycoonisation” of UA ads.
Last Asylum: Plague hits a $3.8m weekly revenue high
37Games’ Last Asylum: Plague posted a new weekly IAP revenue high of $3.8m for August 10-16.
According to
AppMagic estimates
, that pushes it to sixth place in the midcore 4X Strategy market by weekly revenue – five months after launch – overtaking Puzzles & Survival ($3.5m) and Evony: The King’s Return ($3.2m).
AppMagic linked the growth to the game’s “Era of Revival” content update in mid-July, alongside a run of strong-performing ad creative that opens with an AI-generated hook tied to the game’s plot – a trend it’s also spotted in Whiteout Survival and Kingshot. Weekly installs rose to 918k even before the update landed, up 80% in just two weeks.
We first covered the game’s early momentum in April
, when it had already made the “strongest start” of any title in 37Games’ 4X portfolio.
Liftoff posts $220m revenue in its first quarter since IPO
Liftoff Mobile’s Q2 2026 revenue reached $220m
, up 35% year-on-year and marking its eleventh consecutive quarter of growth, with adjusted EBITDA up 55% to $132m at a 60% margin.
It’s the ad-tech and monetisation firm’s first earnings report since its June IPO on the Nasdaq. Liftoff guided to $217-222m in Q3 revenue and $870-880m for the full year.
Read on for the numbers you need to know about without the fluff.
This column is sponsored by
Xsolla
, offering the #1 web shop solution for mobile games that generates more value, purchases, and revenue.
Get started here.
Pokémon TCG Pocket declines dent Dena financials
Japanese game-maker Dena said that revenue in its game business was down 33% year-on-year in its latest financials, driven mostly by declines in revenue from Pokémon TCG Pocket.
While revenue is down on Dena’s flagship game, MAU remains relatively steady at 23m, down from an average of 24m across the previous quarter.
AppMagic estimates
suggest the game has fallen from earning roughly $40-45m per month in IAPs for most of 2025 to around $25m in the first half of 2026. The data says IAP earnings dipped further in June and July, averaging under $20m for the first time since launch in late 2024.
CrazyLabs’ Sled Surfers drives mobile growth at Embracer
Embracer’s net sales rose 24% year-on-year
to $414m (SEK3,943m) in its fiscal Q1, with Cash EBIT swinging to $4.9m (SEK47m) from -$10.4m (-SEK99m) a year earlier.
The Embracer operating segment – which includes mobile alongside PC/console, distribution and retro – grew net sales 48% to $329m (SEK3,134m), while the newly separated Fellowship Entertainment segment (Kingdom Come: Deliverance, Tomb Raider, Metro) fell 23% to $85m (SEK810m).
Within the Embracer segment, the company said its mobile business kept growing in both net sales and profitability, driven by CrazyLabs’ Sled Surfers – though as with mobile generally, no standalone figures were broken out explicitly in Embracer’s reporting.
My Hero Academia: United Survival tops 1m downloads a week after launch
KLab and gumi’s roguelite hero-action game
My Hero Academia: United Survival passed 1m downloads worldwide
within a week of its August 6 global launch.
To mark the milestone, the studios are running a login bonus event handing out character enlistment tickets through August 31.
Record MapleStory numbers drive revenue at Nexon
Nexon’s Q2 2026 revenue rose 2% year-on-year to $747m (¥121.1bn), while operating income fell 17% to $193m (¥31.3bn) as the company absorbed higher creator fees, user acquisition costs and cloud service costs.
The MapleStory franchise delivered a record quarter, up 63% year-on-year, while Arc Raiders passed 16.3m cumulative unit sales and generated $113m (¥18.3bn) in the quarter alone.
Citing a $5.2bn (¥842bn) cash reserve built up partly through recent investment divestitures,
Nexon announced a special dividend
of ¥415 per share, worth roughly $2bn (¥324bn) in total and subject to board approval in September, taking total shareholder returns since its 2011 IPO past $5.6bn (¥900bn) by the end of the year.
Shooters lead midcore genre revenue gains in Q2 says AppMagic
AppMagic’s Midcore Insights Q2 2026 report
estimates that the Shooter genre was the only major midcore genre to grow revenue year-on-year, up 13.9% to $845.3m, while RPG (-16.9%), Strategy (-10.2%) and Simulation (-14.8%) all declined.
While downloads grew within the Strategy genre, revenue didn’t keep pace. Card Battlers’ revenue fell an estimated 50.7% despite flat install numbers, largely on the back of Pokémon TCG Pocket’s decline.
AppMagic also flagged more 4X titles – including Whiteout Survival and Puzzles & Survival – borrowing hypercasual-style event loops.
Two creative trends stood out, too; stylised AI-generated video hooks, and a growing “tycoonisation” of UA ads.
Last Asylum: Plague hits a $3.8m weekly revenue high
37Games’ Last Asylum: Plague posted a new weekly IAP revenue high of $3.8m for August 10-16.
According to
AppMagic estimates
, that pushes it to sixth place in the midcore 4X Strategy market by weekly revenue – five months after launch – overtaking Puzzles & Survival ($3.5m) and Evony: The King’s Return ($3.2m).
AppMagic linked the growth to the game’s “Era of Revival” content update in mid-July, alongside a run of strong-performing ad creative that opens with an AI-generated hook tied to the game’s plot – a trend it’s also spotted in Whiteout Survival and Kingshot. Weekly installs rose to 918k even before the update landed, up 80% in just two weeks.
We first covered the game’s early momentum in April
, when it had already made the “strongest start” of any title in 37Games’ 4X portfolio.
Liftoff posts $220m revenue in its first quarter since IPO
Liftoff Mobile’s Q2 2026 revenue reached $220m
, up 35% year-on-year and marking its eleventh consecutive quarter of growth, with adjusted EBITDA up 55% to $132m at a 60% margin.
It’s the ad-tech and monetisation firm’s first earnings report since its June IPO on the Nasdaq. Liftoff guided to $217-222m in Q3 revenue and $870-880m for the full year.