00:02:54 路 Felix Braberg
I think I'm gonna stop reading here. But, basically, AppLovin hasn't really missed a quarter in the last couple of years. They just keep on growing and growing and growing. And, basically, what what else to say? Right? With the dominance that they have on the max mediation, they hold such an advantage in this whole ecosystem that, yeah, you can only expect them to grow even further. You don't bet against AppLovin. Alright. So moving on to the next story, which is quite interesting, and this is from TechCrunch, Sarah Perez. And it's titled that Apple says gaming slowdown in App Store changes hurt services growth. I read, Apple says it has now topped 1,500,000,000 subscribers for its services business, up from 1,000,000,000 in January 2025. However, this segment of Apple's business, which includes Apple Store, Apple Care, Music, Video and Cloud services, was the only miss in what was otherwise a record breaking quarter for the company's hardware sales. In Apple's fiscal third quarter, the company reported 30,000,000,000 in services revenue, falling short of the 31,000,000,000 in Wall Street analysts had expected. Combined with a miss in China, Apple's stock tumbled 4% in after hours trading. When asked to dive into what led to the decline in services revenue, AppLovin Parekh pointed to several factors. Most notable, however, were the impacts on Apple's cash cow, the App Store. One factor contributing to the App Store's performance in the quarter was the slowdown in mobile gaming. It's also called out the App Store business model changes in certain countries. Yeah. Let's move... Let's hop ahead a bit again. But, basically, Apple here, right, what they're essentially doing is saying that gaming is slowing down on the App Store. And that's just not what I'm seeing when I'm around conferences, what's actually happening. What I am hearing and what I am seeing is that more and more mobile gaming companies are now basically doing a large portion of transactions off platform to not be subjugated to the 30% Apple or Google fees. So I don't think it's gaming slowing down. I think it's gaming electing to basically go off platform and run a lot of their payments outside of the Apple ecosystem to save money. So that's quite interesting. That's what I think and that's what I kinda see happening in the industry.
00:05:44 路 Felix Braberg
But let's move to our third and final story before moving on to the weather. This is also from Mobile Gamer Biz and also reported by Vicky Blake. And it basically says that The UK advertising Watchdog bans misleading mobile game ads from King, Scopely, Dark War Survival Publisher and more. So The UK's advertising Watchdog has banned mobile game ads from King, Scopely, Dark War publisher, Emilio, and Vistrex for misleading representing their gameplay. The Advertising Standards Authority published four rulings today as part of a wider crackdown on misleading gameplay in mobile ads. All of these ads were seen on 04/28/2026. This is already ridiculous. I can tell already. But anyway, let's keep reading. Mobile ads. Game ads must give people an accurate impression of the gameplay that they can expect and mustn't mislead them with scenarios or features that aren't representative of the actual game, said ASA senior investigations executive Freddie a claw... A cock. Alcock. Interesting name. Anyway, the most serious ruling was against Singapore based OMELo, which, publishes zombie strategy games, Dark War Survival and Last War... Last Z Survival Shooter. Three Google Ads for Dark War Survival showed looting, shooting zombies, driving an armed survival train, all rendered in highly produced graphics. The SA found that these were non interactive story sequences rather than gameplay, and that the game's actual graphics differed materially. Yeah. It goes on to saying here, like, which ads were banned from the different parts. For example, one ad got banned from King's Farm Heroes Saga because it wasn't actual gameplay. The interesting thing here, right, is that the ads that they banned here can't appear again in their current form. This kinda just shows you how out of touch government regulatory bodies are, which are what are actually happening in mobile. So right now, large scale studios like King, Scopely, these guys, they're running somewhere usually between 12 to 35,000 new ads every month. Alright? So the fact... And usually, you run that for maybe, yeah, a couple of days to maximum a week. Right? So the fact there's banning specific ads really doesn't do anything, and it doesn't really get to the heart of what the issue is.
00:08:29 路 Felix Braberg
Also, The UK's portion of IPs and revenue for all these companies is quite small, So all it does is kinda just changes where they show the ads, and, yeah, this pretty much just doesn't do anything. So quite interesting to see. I guess it's like a drop in the bucket. If even that, maybe a drop in the ocean. Yeah, this does absolutely nothing. So great job wasting time. Alright. Finally, before we end today, I wanted to show the top charts on the App Store for yesterday, Thursday. So let's look here for Meowdoku is topping The US charts for games, followed by Blockout by Grand Games and Magic Sword by Grand Games. Two top three games for Grand Games on the App Store. That's amazing. Congratulations to them. Also, we have Google Play. Let's look here. Meowdoku is well topping. Well done, Oak ever. Block Blast, Rotate Rings, and Roblox, and then Royal Smash by Cypher Games. So that's quite interesting as well to see there. None of the Smash games were actually in the top on the iOS App Store anymore. Super interesting. First time that's happened in quite a while. Alright. I think we can end it here for the news for this week. This has been another fantastic news reading. I think next week we'll probably do the Unity earnings as well because they come out late on Thursday, I won't have time to read them today. But thank you so much for stopping by.