Deep dives

Mobile studios now sell at 2.0x revenue, 31% below the COVID years. 2026 is on track to be the busiest deal year since 2022

What buyers pay for mobile-only studios: revenue and EBITDA multiples, the scale premium, EV per employee, earn-outs and take-private premiums.

Oct 6 • InvestGame

Crimson Desert, PRAGMATA and Cyberpunk drove Q2's biggest jumps. Asia holds almost all the net cash.

12 companies, one $55bn take-private, a GTA VI countdown, and ~$19.5bn of combined net cash, ~97% of it Asian. Our Q2 2026 PC & Console Gaming Earnings…

Sep 29 • InvestGame

11 mobile gaming stocks reported Q2. Only 4 are up this year. Here's who actually made money.

Playtika grew and got sold off. Stillfront shrank and rallied 29%. Subnautica 2, Lineage Classic and Disney Solitaire drove the biggest jumps. Full…

Sep 17 • InvestGame

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