What this is
Rev 2 flags that the numeric test against DeNA has flipped. The resolution still rests on the vendor's own definition and on the vendor-to-vendor comparison.
The values
- Sensor Tower first month: $200m
- Sensor Tower year one: $1,200m
- AppMagic Nov 2024: $236m
- AppMagic first 12 months: $1,336m
- If ST net grossed up over AM: 1.21 to 1.28
- DeNA year one ¥ billion rev2: 237
Some detail is too fine to show here; it is kept in the trainer’s notes.
Where it comes from
Our calculation from other figures in the trainer’s notes.
Show the working
- 200/236.4 = 0.85
- 1,200/1,335.5 = 0.90
- 285.7/236.4 = 1.21
- 1,714.3/1,335.5 = 1.28
- DeNA 74.6 + 75.8 + 44.1 + 31.0 + 0.4 × 28.0 = 236.6 bn /150.3 = $1.574bn
- 1.2/1.574 = 0.76
- 1.714/1.574 = 1.09