As of November 2015, Clash of Clans Android players now contribute more monthly net sales than iOS players.

Unlike the problematic investment in Sprint (NYSE:S), SoftBank's (OTCPK:SFTBY) 73.2% stake in Supercell remains a lucrative venture. I reiterate my opinion that SoftBank's healthy mobile games-related subsidiaries are somehow making up for the bad $22 billion bet on Sprint.

SoftBank invested in Sprint and Supercell in 2013 but only the latter is emerging as a winner. As per the November data of SensorTower, Supercell's Clash of Clans remains the top-grossing mobile game in the world. After the app store 30% commission of Android/Alphabet (NASDAQ:GOOG) (NASDAQ:GOOGL) and Apple (NASDAQ:AAPL), Clash of Clans' estimated net sales last month was $112 million.

(Source: SensorTower)

The lower cost of owning an Android phone or tablet obviously increases the total addressable market of Supercell's mobile games. The community of Android players (of Clash of Clans) are now purchasing more virtual items from Supercell compared to their iPhone/iPad counterparts.

SoftBank shareholders should also take into account that the $112 million November net sales do not yet include the revenue from China's Android-using players. There's no official Alphabet Android app store in China that SensorTower could track.

Why Investors Should Care

Unlike the declining fortunes of Sprint, Supercell is a leader in the fast-growing mobile games industry. The $2.9 billion investment in Supercell has made SoftBank the biggest mobile games publisher on the planet. Together with its controlling stake in GungHo Entertainment, SoftBank now owns two of the top-grossing mobile games in the world. GungHo is the developer of Puzzles & Dragons.

As per App Annie's chart below, Supercell was still the top mobile games publisher with the most revenue earned last October. GungHo is the No. 7 mobile games publisher in the world.

The strong cash flow from Clash of Clans could help Supercell beat its 2014 revenue of $1.7 billion (double that of 2013's annual revenue). I now estimate Supercell's full 2015 revenue to reach $2-$2.5 billion. The three-year old Clash of Clans game still generates an estimated average daily sales of $5 million. Supercell also has decent revenue streams from Boom Beach and Hay Day.

The popularity of Clash of Clans and Boom Beach in China also helps SoftBank remain competitive against Tencent (OTCPK:TCEHY) in that country. China is the biggest market for mobile games. Supercell's games allow SoftBank to profit from China's growing mobile games industry.

Without the investment in Supercell, SoftBank's mobile games business would have been severely limited only to GungHo's Japan-centric games.

Raising The Bet On Mobile Games

In spite of its big debt load, Softbank is still allocating billions of dollars to further grow its international investment holdings. However, Sprint has little chance of becoming the No. 1 or No. 2 carrier in America. SoftBank therefore will not throw more money after bad money it already gambled on Sprint.

I also do not believe that SoftBank will consider making a bid for Yahoo's (NASDAQ:YHOO) main business. After the Sprint misadventure, its unlikely that SoftBank will make another mega-bucks investment in a deteriorating U.S. company. Yahoo's U.S./international division is an old/laggard horse that is unlikely to catch up with internet leaders Alphabet and Facebook (NASDAQ:FB).

Instead of wasting money on Yahoo, I opine that SoftBank is more likely to expand further its mobile games empire. The mobile games industry is ripe for more consolidation. The new threat from Activision Blizzard's (NASDAQ:ATVI) $5.9 billion acquisition of King Digital (NYSE:KING) should inspire Mr. Son to look for another games-related acquisition target.

The buyout of King Digital instantly propelled Activision to become the number two global games publisher. Mixi, Netmarble and Machine Zone are obvious candidates for acquisitions by bigger firms.

SoftBank would lose its crown as the top mobile games publisher if Activision acquires Machine Zone. It would be detrimental to SoftBank if it lets Activision buy Machine Zone. The main rival of Clash of Clans is Machine Zone's Game of War: Fire Age.

Activision's acquisition of King Digital only gave it match-3 casual puzzle games. It still needs a hit strategy mobile game (like Game of War: Fire Age) to compete better with Supercell. As per the November estimates of SensorTower, Game of War's net monthly sales was $110 million ($43 million