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$APP

BULLISH2026-02-20
Price around the call
2026-02-20
By horizon✓ hit+18.5%
1d
+2.6%
5d
+13.2%
21d
+18.5%
Original post
Fred Liu · 2026-02-20

Key Take-Aways from @ballmatthew 's State of Video Games Report: 1. In-App Advertising 2x'd in last 5 years $APP 2. Mobile in-app ads is almost as big as PC & Console Spend combined 😲 3. 65% of mobile games revenue comes from mid & low end smartphone users $SE 4. "Rest of World" (SE Asia, Latam, etc) accounted for all of the growth since 2021.

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