Glance acquires Gambit to bring NFT-based live gaming on lock screens

  • Scaling to 80M+ Users: The 2022 acquisition of Gambit Sports catalyzed Glance’s transformation, with its gaming vertical (now Nostra) expanding from 10 million to over 80 million active users by the 2026 fiscal year.
  • NFT & Web3 Integration: Glance successfully pivoted from speculative NFTs to creator-led digital assets, enabling “play-to-own” economies that allow Gen-Z users to monetize lock-screen interactions.
  • AI-Driven “Instant Play”: Moving beyond traditional downloads, the platform now utilizes large language models (LLMs) to stream hyper-personalized, live gaming content directly to mobile lock screens without requiring app installations.

The mobile lock screen was once a static gateway, a mere digital barrier to be bypassed. In 2026, it stands as the most valuable real estate in the attention economy. Looking back at the pivotal moments that reshaped mobile engagement, the acquisition of Gambit Sports by Glance (an InMobi Group subsidiary) in early 2022 remains the definitive turning point. What began as a strategic move to integrate “play-to-earn” mechanics has evolved into a global ecosystem that defines how billions interact with their devices before they even unlock them.

The Gambit Acquisition: A Retrospective on Strategic Synergy

On March 25, 2022, Glance officially brought Gambit Sports into its fold. At the time, Gambit was known for Nostragamus, a platform hosting fantasy sports, poker, and rummy with roughly 10 million registered users. For Glance, the acquisition wasn’t just about absorbing a user base; it was about acquiring the technical architecture for “live” interactivity.

By integrating Gambit’s expertise in multi-player games and tournaments, Glance effectively bypassed the “friction” of the app store. This friction-free model is particularly vital for next-generation hardware like the iPhone Ultra and high-end Android foldables, where immediate access to entertainment is a core selling point. The deal allowed Glance to launch creator-led NFTs and live-streaming gaming experiences that felt native to the lock-screen environment.

The 2026 Growth Metric

Under the unified Nostra brand, Glance has moved from 100 million games played in 2022 to over 2.5 billion games played annually as of mid-2026. This represents a 25x increase in engagement velocity since the Gambit integration.

From NFT Hype to Digital Utility

The original announcement emphasized NFT-based gaming for Gen-Z. In 2022, this was often dismissed as chasing a trend. However, Glance’s execution proved more nuanced. Instead of speculative trading, they utilized NFTs as “functional skins” and “access tokens” for exclusive live tournaments. This shift allowed creators to monetize their influence directly through the lock screen, bypassing traditional ad-revenue models.

As mobile processing power surged with chips like the A20 Pro, the complexity of these lock-screen games evolved. We moved from simple hyper-casual puzzles to mid-core multiplayer experiences that leverage 5G latency to provide a seamless “instant-play” experience. According to official data from InMobi’s Newsroom, the average user now spends over 15 minutes daily interacting with lock-screen gaming content.

Navigating the Regulatory Labyrinth

One of the greatest challenges for Gambit was its heritage in Real Money Gaming (RMG). Since 2022, Indian and global regulators have significantly tightened the rules around fantasy sports and digital wagering. Glance’s genius was the pivot toward “Engagement-First” gaming.

By leveraging AI to personalize game recommendations, Glance shifted the focus from wagering to social competition. Today, the platform uses generative AI to create dynamic game shows and interactive quizzes that adapt in real-time to the user’s interests, effectively insulating the business model from the volatility of RMG legislation.

Feature 2022 Capability (Gambit) 2026 Reality (Nostra)
User Access App-based login Zero-unlock instant play
Monetization RMG & Entry Fees NFT utility & Brand Ads
Content Type Static Fantasy Sports AI-Live Game Streaming

The Future of the Live Internet

The acquisition of Gambit wasn’t just a financial transaction; it was a philosophical shift. It signaled the end of the “destination-based” internet, where users go to an app to find fun. In the 2026 landscape, fun finds the user. As Glance continues to expand into the US and Latin American markets, the “Gambit Blueprint”—marrying live interactivity with friction-less access—remains the gold standard for mobile engagement.

“Giving users live, connected, interactive gaming experiences on the lock screen is key to building the world’s largest live internet platform.”

— Piyush Shah, Co-founder of InMobi Group (2022)

Four years later, that vision has materialized into a multi-billion dollar vertical that proves the lock screen is no longer just for notifications; it’s the new stadium for global gaming.

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