Genre Revenue Heatmap
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What am I looking at?
A weekly performance grid for every mobile gaming genre. Each row is a genre (sorted by latest-week revenue, largest at top). Each cell is one week — colored green (growing) to red (declining) by WoW revenue change. The right-side columns show: current revenue, 4-week average WoW%, and a sparkline trend. Switch between WoW% and absolute revenue using the dropdown.
How to use it: Scan for horizontal green streaks — that's sustained genre momentum, not a one-week spike. A red cell in a green streak is your entry signal (temporary dip in a healthy genre = studios on sale). Example: look at the top-ranked genre for multi-week color patterns to spot where sector momentum lives.
mv_genre_weekly
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Genre Rotation Quadrant
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What am I looking at?
Each bubble is a genre plotted by momentum velocity (X-axis: avg weekly growth over your selected window) and acceleration (Y-axis: is that growth speeding up or slowing down). Bubble size = genre revenue. Genres rotate through four quadrants over time, just like equity sectors.
How to use it: Loading live data...
momentum x acceleration
Genre Sharpe Ratio
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What am I looking at?
The Sharpe ratio divides a genre's average weekly growth (mu) by its volatility (sigma). A high Sharpe means consistent, reliable growth — not a lucky spike. Genres are ranked by this risk-adjusted signal, not raw momentum.
How to use it: Loading live data...
vol-adjusted momentum
Multi-Timeframe Relative Strength
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What am I looking at?
For each genre, this shows alpha — the genre's average WoW growth minus the overall market's average growth — at multiple timeframes. Green cells mean the genre is outperforming the market. Red means underperforming. The Composite column averages across all windows.
How to use it: Loading live data...
genre alpha vs market
Genre Correlation Matrix
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What am I looking at?
A Pearson correlation matrix of excess returns (genre WoW% minus market WoW%) between every pair of genres. Market-wide seasonality is removed so you see true genre-specific co-movement. Red cells (near +1.0) mean two genres outperform and underperform together. Blue cells (near -1.0 or 0) mean they move independently — ideal for portfolio diversification.
How to use it: Loading live data...
pairwise return correlations
Genre Power Structure
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What am I looking at?
Shows who controls each genre using CR3 (top-3 publisher revenue share). Walled Garden (CR3 > 60%) = entrenched incumbents, high premiums, hard to break in. Contested (30-60%) = a few leaders but room to acquire a meaningful position. Open Field (CR3 < 30%) = fragmented, multiple targets, lower premiums. Also shows the #1 publisher and total publisher count per genre.
How to use it: Loading live data...
Publisher dominance by genre
Publisher Revenue Heatmap
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What am I looking at?
A weekly revenue heatmap for the top 100 publishers by average revenue in the selected window. Each row is a publisher, each cell is one week — colored by WoW revenue change. The right-side summary shows window-average revenue, average WoW%, sparkline trend, and three M&A signals: MET (monetization efficiency — RPD trend), DRD (download-revenue divergence — harvest vs growth mode), and GSC (growth source — organic vs UA-driven). Gold ▲ markers flag revenue spikes >2.5x trailing average. Click any publisher name to see app-level breakdown.
How to use it: Loading live data...
mv_publisher_weekly · US · iOS+Android
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Publisher Sharpe Ratio
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What am I looking at?
Risk-adjusted revenue consistency for top publishers. A high Sharpe ratio means the publisher delivers stable, predictable revenue growth — safer acquisition targets. A low or negative Sharpe means volatile or declining revenue.
How to use it: Loading live data...
Waiting for data...
Publisher Momentum (MRS)
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What am I looking at?
Multi-timeframe relative strength for publishers. Compares each publisher's WoW growth to the market average. LEADING = outperforming and accelerating. LAGGING = underperforming and decelerating. Use this to identify publishers with genuine momentum vs. those riding a fading wave.
How to use it: Loading live data...
Waiting for data...
Publisher Genre Diversification
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What am I looking at?
How concentrated each publisher's revenue is across Tier-1 genre groups. A publisher with apps spanning multiple distinct genre families (e.g., Social Casino + Match & Merge + Strategy) represents a lower-risk acquisition with built-in portfolio diversification. A single-genre publisher carries concentration risk. Note: genres are collapsed to Tier-1 groups (e.g., Casino+Bingo+Poker+Solitaire = "Social Casino") to avoid inflating diversity counts from sub-genre overlap.
How to use it: Loading live data...
Waiting for data...
Publisher Rotation Quadrant
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What am I looking at?
A scatter plot of publisher momentum (x-axis) vs. acceleration (y-axis). Bubble size = revenue. Leading quadrant (top-right) = strong and getting stronger. Improving (top-left) = was declining, now reversing. Weakening (bottom-right) = was strong, now fading. Lagging (bottom-left) = declining and getting worse.
How to use it: Loading live data...
Sort:
Min Rev:
Global Market Leaderboard
152 markets · Statista + Sensor Tower · Apr 2026
| # | Market | Rev 2024 | Rev 2025E | YoY | Fwd CAGR | ARPU | Pen % | Signal |
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Opportunity Quadrant
Bubble = ARPU · X = Revenue · Y = Forward Growth
MIN REV:
ARPU Ranking 2024 - Top 25
Revenue per user
ARPU vs Penetration
High ARPU + Low Pen = premium underpenetrated
Revenue Curve 2019-2028
Select a market above
Valuation Environment
Public comps + deal range
Genre Revenue Growth
chart_display_data
RichardClaude Signal Board
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What am I looking at?
A quantitative M&A target screen that scores every publisher in our universe on a 0-100 composite across four pillars:
Fundamentals (0-30) — Revenue scale (log-scaled), revenue stability (12w CV), monetization efficiency (rev/download — the strongest discriminator at 15x gap between acquired vs. universe), and revenue persistence (weeks above $100K — 3.6x discriminator).
Acquirability (0-30) — Lifecycle stage (Mature strongly preferred — data shows acquired studios trend flat, not growing), lifetime signal steadiness (87.8% benchmark), revenue predictability, and trough-to-peak consistency (revenue floor strength).
Strategic Value (0-25) — Genre tailwinds, alpha vs. genre peers, portfolio diversification (HHI), download momentum, and data track record depth.
Timing (0-15) — Signal quality (steady = gold), acceleration pattern, and momentum (reduced weight — does not discriminate between acquired and non-acquired per backtest analysis).
Grades: DEEP DIVE (≥68) = highest conviction, open a file. MONITOR (40-67) = track for signal changes. PASS (<40 or <$50K/week) = not actionable now.
Publishers owned by conglomerates, competitors, or already-acquired studios are excluded via the DQ filter. Revenue floor: $50K/week minimum.
Fundamentals (0-30) — Revenue scale (log-scaled), revenue stability (12w CV), monetization efficiency (rev/download — the strongest discriminator at 15x gap between acquired vs. universe), and revenue persistence (weeks above $100K — 3.6x discriminator).
Acquirability (0-30) — Lifecycle stage (Mature strongly preferred — data shows acquired studios trend flat, not growing), lifetime signal steadiness (87.8% benchmark), revenue predictability, and trough-to-peak consistency (revenue floor strength).
Strategic Value (0-25) — Genre tailwinds, alpha vs. genre peers, portfolio diversification (HHI), download momentum, and data track record depth.
Timing (0-15) — Signal quality (steady = gold), acceleration pattern, and momentum (reduced weight — does not discriminate between acquired and non-acquired per backtest analysis).
Grades: DEEP DIVE (≥68) = highest conviction, open a file. MONITOR (40-67) = track for signal changes. PASS (<40 or <$50K/week) = not actionable now.
Publishers owned by conglomerates, competitors, or already-acquired studios are excluded via the DQ filter. Revenue floor: $50K/week minimum.
How to use it: Loading live data...
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RC Score Distribution
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What am I looking at?
The grade distribution across all scored publishers. A healthy model should show a pyramid: few DEEP DIVE at the top, moderate MONITOR in the middle, and most publishers in PASS. If DEEP DIVE is too crowded, the threshold may need tightening.
How to use it: Check if the DEEP DIVE count matches your quarterly bandwidth. If you can only work 10 targets per quarter, filter by revenue range in the Signal Board to narrow your pipeline.
Count per grade bucket
Acquisition Radar — Why These Studios Get The Call
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What am I looking at?
A scatter plot mapping every publisher's RC Score (x-axis) against weekly revenue on a log scale (y-axis). Bubble size = revenue. The dashed green line marks the DEEP DIVE threshold (≥68).
Gold diamonds ◆ are studios that were actually acquired — plotted at their RC score as of deal announcement. The pattern: acquired studios cluster in the right half of the chart with scores of 60-85. Studios sitting in that zone today have the same quantitative profile as targets that got bought for $300M-$5B.
Gold diamonds ◆ are studios that were actually acquired — plotted at their RC score as of deal announcement. The pattern: acquired studios cluster in the right half of the chart with scores of 60-85. Studios sitting in that zone today have the same quantitative profile as targets that got bought for $300M-$5B.
How to use it: Look for green bubbles (current DEEP DIVE) sitting near or overlapping the gold diamonds. Those publishers have the same fundamentals, stability, lifecycle stage, and momentum profile as studios that were acquired. That overlap is your pitch: "This publisher looks like Clipwire / SuperPlay / Plarium looked 6 months before they sold."
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Pillar Fingerprint — Top DEEP DIVE vs. Acquired Studios
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What am I looking at?
A radar chart comparing the average pillar profile of today's top DEEP DIVE publishers against the average profile of studios that were actually acquired. If the shapes overlap closely, the model is surfacing the right kind of targets. Gaps reveal where current targets differ from historical acquisitions.
How to use it: If current DEEP DIVE targets score lower on Fundamentals than acquired studios did, it means the pipeline is lighter-weight than what typically gets bought. If Strategic Value is higher, the market tailwinds are stronger now than when past deals closed.
Signal News Feed
Supabase signals table
🔍
Select a Publisher
Click any row in the SIGNALS tab RC Board to deep-dive into a publisher.
CIQ Deal Comps
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CIQ Comp Explorer
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Deals shown
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Median EV/Rev
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Median EV/EBITDA
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Median deal EV
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Scatter
DUG Target Watchlist
Active pipeline
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AUTO SCAN - AM + ST
Pulls top publishers for all 5 genres
Last scan: checking...
Click RUN SCAN to pull latest AM + ST data.
STEP 1
DROP GENRE CSVs HERE
Top Charts CSVs from AppMagic
📁
Casino
drop CSV here
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Solitaire
drop CSV here
📁
Match-3
drop CSV here
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Merge
drop CSV here
📁
Word Puzzle
drop CSV here
Drop all 5 genre CSVs above
STEP 2
PULL QUEUE
Publisher Dashboard CSVs to download
Complete Step 1 first
PARSED RESULT
Auto-scored against DUG mandate 2026
Drop a CSV to see parsed metrics
SCORING MODEL
DUG Investment Criteria 2026
Revenue FitIAP ARR vs $20M floormax 3.0
RetentionD1 / D7 / D30max 2.5
PlaytimeSession length x frequencymax 1.8
ROAS ProxyARP-DAU monetization efficiencymax 1.2
US Geo% rev from NAmax 1.0
HQ BonusNA/EU +0.5max 0.5
ALL INGESTED STUDIOS
Saved to Supabase
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UNIVERSE
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Studios monitored
ACTIVE ALERTS
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Unreviewed signals
AVG SIGNAL SCORE
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This week / 10
AUTO-PROMOTED
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To Watchlist
LAST SCAN
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Weekly auto-run
Alert Feed
Monitored Universe
| Studio | App | Genre | HQ | ARR est. | Score | Trend | Alert | Status |
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AM Discovery Feed
AM iOS US
| # | Publisher | Genre | Rev/mo | Downloads |
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ST Genre Rankings
ST iOS US
| # | App | Publisher | Genre |
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Top Scoring Studios
This week