Mobian vs Sensor Tower

Publishers Sell Markdown Ads Targeting AI Agents

Publishers have started offering ad inventory formatted specifically for AI agents and LLMs, with Time Inc. running FAQ-style sponsored ads in markdown pages designed for machine reading. Mobian is working with Time to operate the special inventory. Media buyers and agency leaders are divided: some see testing markdown ads as a potential shortcut to improve AI search visibility and GEO outcomes, while others remain skeptical and argue brand-building and organic strategies matter more. A WARC/Charlie Oscar study cited in the article estimates long-term brand equity accounts for the majority of LLM visibility. Overall, buyers view the approach as experimental and useful for testing rather than a reliable media channel today.

• Time Inc is inserting ads into markdown versions of its webpages designed for AI systems and agents to read.
• Mobian, working with Time, is running the special ad inventory; Jonah Goodhart (co-founder and CEO of Mobian) said paid ads can influence LLMs.
• The ads are formatted as FAQs containing brand information and messaging and are labeled as sponsored content.

Time starts serving ads to AI bots

Time is delivering a separate, AI-facing version of some webpages by converting pages into text-only markdown and inserting single FAQ-style “agent ads” labeled as sponsored. The program, developed in partnership with ad‑tech firm Mobian, is intended to be read and indexed by AI crawlers and assistants (including systems from Anthropic, OpenAI and Perplexity). Early buyers include Ally Bank and the Project Management Institute; the setup was discovered by developer Vincent Schmalbach and independently replicated by The Register. Time measures AI bot traffic and metrics such as visibility, favorability and accuracy, charges a premium and limits one agent ad per markdown as part of a broader Generative Engine Optimization (GEO) strategy. Observers warn of transparency, regulatory and technical risks, including potential LLM penalties for cloaking-like content despite sponsored disclosures.

• Time creates AI-facing, text-only markdown pages containing single FAQ-style "agent ads," produced with Mobian.
• The AI-only pages are intended for crawlers/assistants from companies such as Anthropic, OpenAI and Perplexity.
• Early advertisers include Ally Bank and the Project Management Institute; discovery was made by Vincent Schmalbach and replicated by The Register.

Mobile Game Spending Hits $6.57B in August, Honor of Kings Leads

In August 2026, global mobile game consumer spending reached $6.57 billion, a 1% month-over-month decline, according to Sensor Tower. Honor of Kings was the top-grossing game, while Roblox led downloads. The US contributed 28.6% of revenue, followed by China at 16.7% and Japan at 12.2%. Tencent-owned or published titles captured five of the top 10 revenue-growth slots, with Fate/Grand Order leading that ranking. Download growth was boosted by new releases like Gangstar Mirage City and Mystery Dumpling, while Roblox remained the most-downloaded game.

• Global mobile game consumer spending reached $6.57 billion in August 2026, down 1% month-over-month.
• Honor of Kings was the highest-grossing mobile game, supported by in-game events in China.
• Fate/Grand Order topped revenue growth rankings, driven by its 11th anniversary and Swimsuit Event 2026 in Japan.

Japan Mobile Game Revenue Tops $10B Despite Download Decline

Japan's mobile gaming market generated over $10 billion in in-app purchase revenue over the past 12 months, a 5.1% year-over-year decline, yet significantly outpacing South Korea and Taiwan. According to Sensor Tower's Japan Gaming 2026 report, downloads fell 5.4% to 585 million, ranking ninth in Asia. Player engagement remained stable at 16.7 billion hours. Konami's eFootball became the highest-grossing game, driven by World Cup activities, while Block Blast! led downloads. Puzzle games dominated downloads, while 4X strategy led revenue growth. The market's maturity is evident, with growth reliant on established titles and high spending rather than new installs.

• Japan generated over $10 billion in mobile game IAP revenue in the past 12 months, down 5.1% YoY.
• Japan recorded 585 million mobile game downloads in the same period, down 5.4% YoY.
• eFootball by Konami became Japan's highest-grossing mobile game from January to July 2026.

Sensor Tower Blog: New Insights on Home Improvement Retail Media and State of Digital Advertising 2026

New blog posts added: 'Home Improvement Built Momentum on Retail Media' and 'State of Digital Advertising 2026: How AI Integration and Streaming Growth Reframe Marketing Strategies'. Also, a new post about the Video Game Insights interface update.