Reports
Every issue carries a TL;DR, a scorecard grading last week's calls, the week's movers, one arbitrage gap worked in depth, and six new calls for the week ahead, each graded in the next issue.
Issues
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The Worlds Report - Issue #7
Roblox demand rose 2.0% week over week on a like-for-like basis and eight of eleven genres grew, one week after it fell 7.7% and one genre grew. Two of last week's findings were wrong and the corrections are dated: Murder Mystery 2 was running a summer event the whole time we called it contentless, and Fortnite's GTA-6 theme returned from zero to 14.3% of CCU against a scheduled August 27 showcase. Scorecard: 3 hit, 2 partial, 1 miss.
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The Worlds Report - Issue #6
Roblox demand fell 7.7% week over week on a like-for-like basis during the quarter that is normally its seasonal high point, and Horror was the only genre that grew. Roblox announced a change to how discovery ranks games inside the same window, and shipping a content update stopped predicting which way a title moves. Scorecard: 5 hit, 0 partial, 1 miss.
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The Worlds Report - Issue #5
On Roblox this week an update reliably bought demand, and three genres rose on established titles cashing content drops. The exception is the genre that has been sliding for six weeks: its two biggest titles both shipped updates inside the window and both were still the biggest decliners on the board. Scorecard: 5 hit, 1 partial, 0 miss.
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The Worlds Report - Issue #4
Three of this week's biggest genre moves each came with a dated public event attached, which almost never happens. Roblox Horror rose to 10.8% of new visits on one title's July 23 update, Tower Defense went 1.8% to 4.4% on another title's July 25 update, and Fortnite's Roleplay lane fell 82% the week its own event ended. Scorecard: 5 hit, 1 partial, 0 miss.
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The Worlds Report - Issue #3
A co-op flagship went from the platform's #1 accelerator to its #1 decelerator in a single week, yet Roblox co-op demand held. Meanwhile a social hangout took the widest reach on Fortnite, but it landed the same week as a major Fortnite content update, so we are reading that surge as event-driven for now rather than a structural shift.
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The Worlds Report - Issue #2
The same genre rotation pulled the two platforms opposite ways: Roblox demand fanned out as Simulator ceded share a third week, while Fortnite concentrated 75.8% of CCU into just two templates and its GTA-6 wave went fully dead.
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The Worlds Report - Issue #1
Survival/Co-op is 17.2% of Roblox new visits and just 0.3% of Fortnite CCU, the week's widest open cross-platform gap, as Roblox demand rotated from idle-collect to sticky co-op and Fortnite's GTA-6 wave unwound in a week.
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