COGNOSPHERE PTE. LTD. vs MTG

Mobile Games Earn $6.6B in July; Honor of Kings Leads

Sensor Tower data shows global mobile game consumer spending reached $6.6 billion in July 2026 across the App Store and Google Play, an almost 8% increase from June. Downloads hit 3.7 billion worldwide, up 2% month-over-month. Honor of Kings was the top grossing title in July, followed by Pokémon Go and Gossip Harbor, while Roblox was the most-downloaded game. Sensor Tower highlighted growing monetisation outside app stores: Monopoly Go generated $52.6m via its US webstore in June in addition to $90.1m from app-store IAPs, and miHoYo's US webstore share rose from 7% in H1 2024 to 57% in H1 2026. The report notes webstore revenue and ad monetisation can meaningfully change the competitive picture beyond app-store rankings.

• Global mobile game consumer spending reached $6.6 billion in July 2026 across the App Store and Google Play.
• Global mobile game downloads were 3.7 billion in July 2026, up 2% month-over-month.
• Honor of Kings was the highest-grossing mobile game in July 2026; Pokémon Go and Gossip Harbor ranked second and third by revenue.

Western Developers Missing China Revenues

Claire Yang, overseas business development lead at Kingsoft, argues Western game developers routinely underestimate the scale and operational requirements of the Chinese market, causing them to forgo substantial revenue. She says modest local resourcing (three to five hires) and early community-driven strategies — notably China’s prolonged wishlist and pre-launch content advertising — can produce massive day-one growth. Yang highlights that localization often requires substantial redevelopment (60–70% rebuild time in some cases) and that established publishers remain the safest route to navigate licensing and censorship. Examples cited include Kingsoft titles that achieved multi-million day-one downloads and contributed to material revenue growth, illustrating opportunities for mid-sized studios to scale through social hooks and community-building rather than sheer ad budgets.

• Claire Yang is the overseas business development lead at Kingsoft and spoke ahead of PGC Summit Shanghai on July 29, 2026.
• Kingsoft is Beijing-headquartered; roughly 80% of its revenue still comes from in-house titles and it was founded in 1988.
• Yang recommends three to five extra hires for developers working with a Chinese publisher to support localization and technical work.

MTG Aims to Double Size Through Selective M&A and AI

Swedish digital entertainment firm Modern Times Group (MTG) aims to double its size within three to five years, primarily through selective M&A and organic growth, while scaling AI tooling. CEO Maria Redin emphasized a 'village philosophy' where studios maintain autonomy but share technology and learnings. MTG recently rebranded its midcore division to PlayAmp, which includes Plarium, InnoGames, Snowprint, Hutch, Ninja Kiwi, and Futureplay. Shared services include Plarium's data platform, the GoGame marketing platform, a D2C platform (accounting for 51% of division revenue in Q2 2026), and an AI Lab. AI is being used to accelerate game development, allowing teams to produce more content and test more ideas. Redin stressed that AI is about improving quality and output, not reducing workforce. The company is also exploring M&A opportunities in markets like Türkiye, China, and Vietnam, while remaining Western-focused.

• MTG aims to double its size within three to five years through selective M&A and organic growth.
• MTG acquired Plarium for $620 million from Aristocrat Leisure; the deal closed in 2025.
• MTG rebranded its midcore division to PlayAmp, including Plarium, InnoGames, Snowprint, Hutch, Ninja Kiwi, and Futureplay.

Changed number of shares and votes in Modern Times Group AB

STOCKHOLM, 31 August 2026 — Modern Times Group MTG AB (publ) ("MTG") today announced that as of 31 August 2026, the total number of shares in the company amounts to 119,50…

Buy-back of shares in MTG during week 34, 2026

During the period between 17 August 2026 and 21 August 2026 Modern Times Group MTG AB (publ) repurchased, in total, 59 000 own class B shares.