AppInvestor: Tracking the Business of Apps | Substack

AppInvestor: Tracking the Business of Apps

Research and data-powered insights on listed mobile app & gaming companies

Launched 3 years ago

Welcome to the App Investor

Data-driven insights on the mobile app economy, ahead of earnings: AppInvestor tracks mobile app through real-time store data, identifies trends with AI…

Mar 29, 2023•AppInvestor

Company Spotlights

Gravity ($GRVY) Q3 Preview: Good Quarter, Strong Pipeline, Market's AFK

Q3 Looks Strong, Q4 & 2026 Looks Busy. Valuation? Still Makes No Sense.

Nov 6, 2025•AppInvestor

This Tiny App Maker Just Tripled in 60 Days

How we tracked grossing ranks to spot profitability before the market did

Aug 22, 2025•AppInvestor

Gala Technology (2458.HK) with a 46% revenue increase HoH

Gala Technology, whom we called the "mobile EA Sports of Asia", just announced a roaring end to their FY24, as we highlighted them in the fall.

Mar 29, 2025•AppInvestor

Gravity (GRVY), the Sleeper, gets its pre-Q3 earnings updates

Ahead of Q3 release, let's look at why were Q2 earnings so disappointing, and how their mobile games performed in Q3.

Oct 21, 2024•AppInvestor

App Trends Weekly

Mobile Gaming Stocks - WK25’26: Gravity has all but announced a dividend

Archosaur (9990.HK) keeps its uptrend momentum. Not a catalyst yet.

Jun 22•AppInvestor

Mobile Gaming Stocks - WK24’26: Archosaur up on Dragon Raja RPG

BAIOO (2100.HK) confirms with 2 successful game launches, AltPlus still lighting up the charts.

Jun 15•AppInvestor

Mobile Gaming Stocks - WK23’26: AltPlus still #1

Ubisoft $UBSFY expectedly appears in the laggards.

Jun 8•AppInvestor

Mobile Gaming Stocks - WK20’26: BAIOO confirms catalyst status

Meanwhile Drecom (TSE:3793) stock surges +15% on earnings

May 18•AppInvestor