revenue

BetaBeacon
October 12, 2026
- Google Built-in is a package of Google apps that carmakers license and add on top of their Android Automotive systems, providing access to Google Maps, the Google Play Store, and Gemini. - Gemini is officially taking over from Google Assistant as the voice assistant across 16 car brands, offering features such as real-time traffic updates, EV-specific routing, smart navigation, and the ability to check email, build playlists, and order dinner. - Not every automaker wants to use Google's assistant, with some like Ford and Rivian investing in building their own AI assistants. - Some drivers are skeptical of native systems like Google Built-in, believing that the motive behind them is new revenue rather than a better driving experience.
AppWizard
October 9, 2026
Researchers from Bitdefender have discovered that thousands of inexpensive Android devices are preloaded with malware called "Midnight Mimosa," which generates fraudulent advertising revenue. This malware is embedded in the device firmware before the first power-up, making it impossible for users to uninstall. It operates with system-level privileges, allowing it to install or remove applications without user consent and to download additional code. The malware primarily aims for financial gain through advertising and click fraud, while also gathering information about devices. Bitdefender has detected this malware on thousands of devices across over 150 countries, with the highest concentrations in Mexico, France, and Italy, followed by the United States, Germany, Brazil, and Spain. Many affected devices are low-cost, white-label, or counterfeit models, often sold online. The malware stealthily installs legitimate-looking applications that display ads in invisible windows, generating ad impressions without user awareness. Bitdefender identified at least 32 disguised applications and found 13 apps in the Google Play Store with similar ad-fraud code. The source of the malware remains unidentified, but some affected firmware was signed with certificates from Shenzhen Zediel, a Chinese company. The researchers suggest that the malware could have been introduced at various stages of the supply chain, potentially by manufacturers or intermediaries.
Winsage
October 8, 2026
Microsoft is distributing artificial intelligence (AI) workloads between local Windows PCs and the cloud, with shares rising approximately 0.3% to 1.39 as of October 8. The strategy involves executing tasks on devices while using cloud resources for additional computing power. Microsoft has announced the general availability of Execution Containers to enhance security for AI agents. The upcoming Surface Laptop Ultra will support models with over 120 billion parameters, available on October 16, and Microsoft is introducing a 137-billion-parameter MAI Code model utilizing compression techniques. Microsoft shares are trading at 10.1% below the GF Value estimate of 1.09, indicating a valuation cushion. The company aims to reduce reliance on cloud services while enhancing Windows and developer offerings to create new revenue streams.
AppWizard
October 6, 2026
Recent data from Newzoo indicates that free-to-play (F2P) games accounted for 29.3% of total gaming hours across PC, PlayStation, and Xbox in 2025, a decrease of 2.9 percentage points since 2021, while maintaining stable absolute playtime at approximately 31 billion hours annually. Roblox captured 7.9% of all gaming time, up 4.6 percentage points from 2021, while Call of Duty and Fortnite saw declines to 6% and 7%, respectively. The combined playtime of Fortnite and Roblox in the F2P segment rose to 44.2%. The average annual release of new F2P live-service games dropped from over 30 titles in 2017 to 14.7 between 2023 and 2025, a decline of 31%. Revenue concentration remains high, with the top five F2P titles on PC generating 65% of the segment's revenue in 2025, down from 68% in 2021, while console revenue concentration is at 72%, down from 79%. Overall revenue from F2P titles fell by 8.2% on PlayStation and 23.6% on Xbox, but PC saw a 10% increase in revenue per hour played. Gacha games increased from three major titles in 2021 to 17 by 2025, with PC gacha playtime rising by 92% to approximately 1.8 billion hours annually. RPGs grew on both PC and console, with PC RPGs accounting for 14.3% of F2P playtime in 2025, up from 9% in 2021, driven by newer titles like Wuthering Waves and Honkai: Star Rail.
AppWizard
October 6, 2026
The Newzoo analysis indicates that the share of playtime for free-to-play (F2P) games is expected to decrease by 2.9 percentage points from 2021 to 2025, reaching 29.3%, although total hours spent on these games remain stable. The decline is linked to the rise of premium games and platforms like Roblox, with F2P playtime on PC increasing while it wanes on consoles. The number of F2P live-service launches peaked at 36 in 2017 but has since dropped by 31%, averaging 14.7 titles from 2023 to 2025. Revenue concentration among the top five F2P titles is decreasing, with their share on consoles falling from 79% in 2021 to 72% in 2025, and from 68% to 65% on PC. Gacha games are growing significantly, with major titles expected to increase from three in 2021 to 17 by 2025, and PC gacha playtime rising by 92%. RPGs are the only F2P genre gaining market share on both platforms, with PC RPG playtime increasing by 5.3 percentage points to 14.3%. New releases include EA Sports Madden NFL 27 debuting at No. 2 on console and Big Walk at No. 3 on PC.
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