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Exciting Release of Wizardry Variants Daphne Vol. 1 Set for February 2026 Get ready for the release of Wizardry Variants Daphne Vol. 1 on February 20, 2026, featuring a special item code for the game!

Exciting Release of Wizardry Variants Daphne Vol. 1 Set for February 2026 #Japan #Tokyo #Wizardry #Drecom #Wizardry_Variants

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A New Crown: 'Love Thy Dark Monarch' Claims Top Spot in Light Novel Rankings 'Love Thy Dark Monarch' has made waves by securing the first position in the new light novel category for 2026. This accomplishment sparks excitement for upcoming events and releases.

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 Join the Wizardry 44th anniversary sale with discounts of up to 85% on beloved RPGs. A special event not to be missed!

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 September 15 is officially declared as Wizardry Day, marking the 44th anniversary of the iconic RPG, with exciting events and offerings ahead.

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 Discover the latest merchandise from Wizardry at TGS 2025, featuring exclusive items and exciting booth designs. Don't miss out!

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 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。

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 The unique generation-shifting colony simulation game 'Hungry Meem' has just launched on Steam, bringing whimsical gameplay and excitement.

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 Drecom has announced the launch of a new licensing business page for the iconic Wizardry franchise ahead of its 45th anniversary in 2026.

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! 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!

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 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。

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 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

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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Mobile revenue roundup - WK50 Drecom stabilizes at 2x past revenue baseline - strongest catalyst in mobile this quarter so far. No notable new opportunity this week.

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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