Exciting Release of Wizardry Variants Daphne Vol. 1 Set for February 2026 #Japan #Tokyo #Wizardry #Drecom #Wizardry_Variants
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Hashtag
#DRECOM
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A New Crown: 'Love Thy Dark Monarch' Claims Top Spot in Light Novel Rankings #Japan #Shinagawa #Drecom #DRE_Novels #Love_Thy_Dark_Monarch
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Celebrate 44 Years of Wizardry with Huge Discounts on Classic Titles #Japan #Tokyo #RPG #Wizardry #Drecom
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Celebrating Wizardry Day: 44 Years of a Legendary RPG and Special Initiatives #Japan #Tokyo #Wizardry #Drecom #Robert_Woodhead
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Debuting New Merchandise from Wizardry at TGS 2025 with Exclusive Items #Japan #Chiba #Drecom #Wizardry_Variants #TGS_2025
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手塚治虫の名作グッズが新登場！DRECOM SHOPで販売開始 #東京都 #品川区 #グッズ #手塚治虫 #DRECOM
レトロでかわいい手塚治虫の新作グッズが登場！DRECOM SHOPで販売開始。ファン必見のアイテムが揃っています。
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Embrace the Quirky Creatures in 'Hungry Meem' Simulation Game Now on Steam #Japan #Tokyo #Drecom #Steam_Game #Hungry_Meem
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Celebrating 45 Years of Wizardry: New Licensing Business Page Launched #Japan #Tokyo #IP_Licensing #Wizardry #Drecom
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#Drecom announced earnings.
What I like:
1) Revenue even higher than last quarter expect. QoQ +6%, YoY +108%!
2) Wizardry game performing really well and very profitable. They've struck gold and will be able to build on that in the future.
3) Every game is profitable except 1
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Mobile revenue weekly update (iOS/Android)
- US-traded: Another good week for #CHGG. Top 5 completed by #ANGH, #PLTK, #QI and #MYPS, no catalyst
- World: #Globee (5575.T) still in uptrend - may be temporary
- #Drecom continues to perform, unseen to investors
appinvestor.substack.com/p/mobile-rev...
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Mobile revenue weekly update (iOS/Android).
- US-traded: Good week for #CHGG. #GDEV, #GPRO, #GRVY, #MYPS complete top 5, no catalyst.
- World: No major move either, volatility in revenue.
- #Drecom stock beaten down badly, continues to perform: opportunity
appinvestor.substack.com/p/mobile-rev...
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Someone explain to me how #Drecom (TYO 3793) is worth less (cf share price in black) today than before it launched #Wizardry Variants Daphne 6 months ago, causing them to double their revenue in Q4, and which now is getting traction in TW/HK. #catalyst #japan
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Weekly roundup of estimated mobile revenue (iOS/Android).
- US-traded: No catalyst but good week for #CHGG, #GRVY, #BMBL, #MTCH & #GDEV.
- World: New market unlocked for #Drecom (3793.T) is a game changer, with Wizardry in top 20 Taiwan and Hong Kong.
open.substack.com/pub/appinves...
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It's quite rare seeing something like this: game as launched almost 6 months ago and is now getting in the top 20 in grossing in Taiwan (and HK).
Graph showing the game rank since launch. #Drecom 's marketing/UA campaign is working and should yield long term revenue.
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Catalyst alert! Wizardry Variants Daphne changes the game for #Drecom (3793.T). Initially successful in Japan (live Ops regularly bring it into top 25 grossing), just now getting traction in TW + HK, big markets!
Graph shows my revenue estimates from Drecom based on app ranks.
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人気RPG『Wizardry Variants Daphne』初グッズが登場、オンラインで購入可能！ #東京都 #品川区 #Daphne #Wizardry #DRECOM
人気RPG『Wizardry Variants Daphne』から初のオリジナルグッズが登場。「DRECOM SHOP」での販売開始をお見逃しなく！
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ウィザードリィ新作『Daphne』のオリジナルグッズが登場！リリース詳細をチェック #東京都 #千代田区 #グッズ #ウィザードリィ #DRECOM
話題のゲーム『Wizardry Variants Daphne』の初のオリジナルグッズが登場！ファン必見の入浴料や缶バッジを手に入れよう。
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#Drecom 3793.T down 34% over the past few days seems like a great opportunity to me. Expectations for Disney STEP must have been very high? It's #1 in DL still.. Doubled revenue last quarter and cheaper than before the earnings. Make it make sense, japanese investors!
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Investors dropping the ball on #Drecom (3793.T) with Wizardry Daphne Variant still going strong and their just released Disney Step
#1 download in. Japan. Selling the news? -25% in the last 5 days, suppressing the last few months' rally. Frustrating, but an opportunity!
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Weekly roundup of estimated mobile revenue (iOS/Android).
- #CHGG #IQ #WW in top 3 US.
- World: #Drecom (3793.T) (100% QoQ revenue in recent earning) & #Devsisters revenue pattern break - looking like potential catalysts.
#mobiletrends #catalyst
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We've been eagerly waiting for #Drecom (3793.T) to announce their Q3 numbers. As expected their revenue has exploded thanks to Wizardry Variants Daphne.
QoQ revenue more than doubled and the first profitable Q in a long time.
Priced in already? Let's see how Japan reacts tonight
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This shows the importance of following app ranks data (particularly grossing ranks) for mobile stores. That's what we do.
#Drecom is making a lot more than they used to with this Wizardry game, and investors have now started piling on before the earnings. We went in before them.
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Weekly roundup of estimated mobile revenue (iOS/Android).
#WW again #1 in US mobile revenue increase, whilst #Devsisters and #MightyKingdom #MKL.AX surge.
Trend or short-term peak? tune in next week!
Covered: #Drecom #GalaTechnology
#PLTK, #MTCH, #ANGH, #MYPS - no catalyst
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Weekly roundup of estimated mobile revenue (iOS/Android).
#NEOWIZ back at the top just like EoY. The start of a trend? #WW dropping some weights, reversing a negative trend.
Covered: #Mynet, #Mixi and #Drecom (our most interesting catalyst).
open.substack.com/pub/appinves...
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Drecom launches ‘Are you hungry?’ new title teaser website
Drecom has launched a teaser website for its upcoming game titled 'Are you hungry?', set to reveal more on January 15.
The site features intriguing visuals and hints at a global creature hunt.
Follow their new Twitter accounts for updates.
#AreYouHungry #Drecom
gematsu.com/2025...
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Weekly highlights of est. mobile revenue (iOS/Android) for traded Cos.
#Drecom starts the year strong with Wizardry Variants Daphne live ops. We're bullish short-term.
#GPRO continues its successful x-mas sales.
Others : PlayStudios #MYPS, #KLab #3656.T, #CyberAgent #4751.T, BoomBit #BBT.WA
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Weekly roundup of estimated mobile revenue (iOS/Android) for traded companies. Last week of the year!
#NEOWIZ remains #1 in increase, with #GPRO having a successful x-mas sales season. #Drecom is our investor highlight, with their Wizardry Daphne game going back up the ladder.
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#Drecom (3793.T)'s Wizardry Variants Daphne game was a surprise hit - and looks like the first step to revive the Wizardry IP they purchased. Game is back in top 20 on iOS Japan 3 months after launch. Expecting a record breaking quarter.
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Dashboard showing public companies active in the mobile app space and their increase or decrease in estimated revenue last week
Weekly roundup of estimated mobile revenue for traded companies.
#NEOWIZ w/ a big 172% jump in est. mobile revenue. We added more #Drecom & #Gala (the future asian #EA).
No major catalyst worldwide. #CROOZ (2138.T), #MAGI.ST and Com2Us worth keeping an eye on.
open.substack.com/pub/appinves...
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Weekly roundup of estimated mobile revenue (iOS/Android) for traded companies.
Drecom remains #1 interest.
No major catalyst worldwide. Japanese's GREE, Mobile Factory and CAVE Interactive to be followed.
Watchlist: #Drecom & Gala Technology
open.substack.com/pub/appinves...
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