I'm just like because I was waiting for this because I've been playing this game and I'm actually at one stage beyond you which is the first time for quite a while when I'm further along. Right.
Yeah.
So lower level higher stage and I was waiting for you to explain to me how this game works because for me it feels completely random. You just like keep playing
and you watch an ad when you have a bad draw and then
it's diceled with Those coins rise jack up designs worlds chasing the sky. We're the two and a half gamers. The midnight crew talking UA advers and game design too. Mat feeling shak bringing the insight. We're rocking those vibes till the early daylight. But Kua master eyes on the prize tracking data through the cyerspace skies. Feeling stacks colors like a wizard in disguise. Jack lift us to the high. Two and a half gamers talking smack. Slow hockey sick. Got your back. Ads are beautiful. They like the way. Click it fast. Don't delay. Uh-huh.
Uh-huh. Uh-huh. Uh-huh. Uh-huh.
You can you can continue. Honestly, I
honestly all ads are beautiful, but in this game, this game watch them.
They all are beautiful, but not in this game. Absolutely. Hello everyone and welcome for another extra special episode of Two and a Half Gamers where you can stay two and a half steps ahead of the mobile gaming industry. Today we are talking about a very special game. We are talking about a very interesting game called Galaxy of Heroes. But before we get started,
it's not Galaxy of Heroes, man. It's Galaxy Defense. But Galaxy of Heroes, it's like, you know, we we could talk about Galaxy of Heroes and
I'm mixing it up with the other game we're doing, but yeah.
Yeah, it's okay. Don't worry. I'm Felix Broberg.
My name is
Matei.
And we are your
host. You okay? It was good. It was fine.
That was fine. Game numbers. I don't know.
Yeah. So, in this episode, we learned that ads are beautiful until Felix needs to watch them.
No, I wouldn't say that. It's just like
I think so. Yeah. Yeah. I have a I have a public service announcement for when we get to the ads part. But it's just like the liftoff ads in this game
are so bad. Yes.
And the only reason that you see so many of them is because all the ads in this game are on a very tight like rewarded end card except the liftoff ads which has a clickout which is unbearable. It's terrible.
I saw so many teu ads and I was like what the [ __ ] Why? Why do I see
the crying lift? He's on. Yeah.
I wish I could buy their stock right now because it would be a great trade cuz I know TMO is really having a great time with Liftoff.
Oh yeah. Oh yeah.
But you know what? I'm really looking forward to Yakob to tell me how to play
this because I'm on stage eight, but I'm level 14 and I think I'm really bad.
And I'm level 15 and I don't care. Which means I watched more ads than Felix. Well, honestly, it's I was I Yeah, I don't know like what what did I kind of expect because obviously it's a doodle magic/bang survivor clone and I don't and again I don't really know if I'm really a big fan of this space theme and all the [ __ ] because it's just like h and I don't know if it's again if it's good for the CPIs or if it's good for the
a nice change of pace of like usual kill zone. zombies or whatever like CPI [ __ ] that's been lying around. Like what was the last time when you were shooting down meteors and asteroids?
Exactly.
Space invaders.
Because I don't care. I don't think
it's hard. Like I was waiting for you to tell me that you're on level like 18.
No, it's hard. It's hard. It's
It's hard, but it's not nowhere near the randomizer. The randomizer is very cruel in a way that you really need to watch and a lot of ads in order to kind of skew it your way because this is the part where leveling a lot of things actually kills you because then everything is mediocre rather than actually useful.
Yeah. Yeah. But it's like it's the same pattern than everywhere else. You need to have the powerful whatever it's like I don't know the unique stuff as soon as you can and then it's like you can you can kill.
Oh yeah. You focus on one one or two abilities maximum.
Yeah, exactly. Yeah, that's it. But I mean,
it's like Yeah, it's doodle magic basically.
Yeah. Yeah, pretty much.
Anyway, again, Galaxy Defender. This is a tower defense that we've been suggested, I think, multiple times throughout last half year. What?
Really?
Yes. I was personally suggested this by some of our fans. Definitely.
Really? Okay.
Yes, of course. That's why I put it into the sheet. I thought it was the the tower and not this one but
both actually but this one a different one. Okay.
You have very solid numbers like we'll go over those.
Yeah, of course. And it's just you know it's again coming from China.
Yeah. Yeah. Of course.
Yeah% European de
for those who remember this is part of our Christmas prophecy which was doodle magic versus the slime. Then comes Bang Bang Survivor, which is still one of the top games out there. And now we have pretty much Bang Bang Survivor a little bit more, I would say, streamlined even not as much, but a little bit
little bit
little bit in sci-fi, defend the Earth against monsters and asteroids team. Like it's a new one
honestly. Like if this works for CPI, then like the whole CPI rule book was turned on its head because this is every single rule that you shouldn't use like
sci-fi,
very unique art, very dark, very everything like no comic scene, no zombies, no nothing. And like yeah, I guess they're they're niche niche works very well or something. I don't know. Anyway, let's go let's go to the game play and and let's let's go over the core.
It's I don't think it's it works well for the for for the CPI because it's
500,000 installs and 2 million.
I know. I know. It's like one of those high LTV games.
So, we are there with the randomizer that's there. We start with our guy in the middle and there's
Yeah, to move. Yeah, because it that was a big surprise for me. Oh, wait a second. I can move this [ __ ]
in the beginning, but he doesn't do anything.
Uh, a little bit. It does a little bit, but he still targets the stuff anyway, even though he's on left or right. So, it's kind of like illusion of movement more.
The turrets that you that you bring in,
they cannot really move. So, that's there. But this disruption device, that's that was pretty new. Um, I was like, I never saw this with like all of the clones before where it creates this kind of a force field to slow down the enemies. That that's pretty like I would say original. Uh then you have these different kind of turrets with different like even even this already you see like there's iteration in the randomizer which is like a big difference between bag survivor or doodle magic where there it's pretty much the abilities of your mage or whatever and then maybe you get some apprentices or what on top here the apprentices or like the additional guys like actually our guy is kind of [ __ ] to be honest and most of the damage yeah I would guess is done
not useless but it's not like he can get like the charge up thing and whatever like he can get pretty good but honestly the laser like I'm for instance using laser too much if if I can roll it properly
use the beam use the beam
beams beams kind of okay so so this is the problem here that once I have like
five of these things and then I don't focus on the like few like one or two and level them up to get the epic abilities which are these four kind of chain upgrades here then they're just [ __ ] because everybody will be mediocre and then I don't get like good damage basically. So yeah, you need to kind of level them up. And this is already the the big difference that the requisites in the skill randomizer are really kind of needed in order to do anything.
Like when when Felix is is smiling then he's
Yeah. I'm just I'm just like cuz I was waiting for this cuz I've been playing this game and I'm actually at one stage beyond you which is the first time for quite a while. I'm further along. Right. Yeah.
So, lower level, higher stage. And I was waiting for you to explain to me how this game works because for me it feels completely random. You just like keep playing
and you watch an ad when you have a bad draw. And then
it's not random.
Honestly, also you can
your build because you have six times
sockets. So, you have 30 sockets. You can really skew it towards a specific build with this setup. You can't do this with Survivor IO that much or all the other games. And you know how I was actually playing this game? I was almost like you on the second monitor. I was just like tapping randomly randomly on on on the phone and I still won the [ __ ] stage.
Yeah, I was playing Pet of Exile and it's the P of Exile weekend this week. Uh this
also have you heard nobody cares.
Just check the numbers. We'll talk about it. You will care immediately.
It's close to zero.
It's more than quarter million anyway.
Amazing. quarter.
I can't wait. I can't wait for GTA weekend in May and then
yeah wait for that that weekend. I'm not going to play the GTA [ __ ] 86.
Everybody will play and you will be the one cave.
I'm not going to be playing it anyway back. So you see the randomizer here. You just need to follow your build or
you have some idea what you're doing like okay maybe clicking random like a monkey works in first stages but afterwards you don't
I pass like I upgrade two weapons if you upgrade two weapons you pass usually but it's all about luck
luck it's about like a little bit of statage but of course there needs to be luck because you know ads and [ __ ] like I know in the randomizer there are occasions where it rolls five cards Actually,
exactly. Yeah.
And you need to
I got that
pick one and then there's a chance it gives you one more for free and you can still watch all the other four ads. I already get the the event where it gave me all five cards for free.
Yeah. But watch
because that's you rewarded ad right now and then you see what happens cuz usually when you watch the rewarded ad you get really good card.
I really need this one.
Okay. Next one. We watch the ad.
Next one we watched the ad.
Yeah. But uh again, it's about these abilities and and playing the meta game
which they I guess went a little bit coreish like similar to Bangbang Survivor. Definitely not uh not that Corish as Origin D magic because that's like those abilities are like super super corish but here I watched the
Yeah. Now everything's [ __ ] So let's watch it demo. Which one?
Yeah, it's going to be
I know.
Oh no. No, it's admission. You get the teaser for a game that we're going to review very very soon because it's making shitload of money and there's Tom Stoman and Jerry in it.
By the way, uh I was talking to to Andre early in the morning, the my co-founder for Playable Maker and he's like and I was getting this like pre-registration for the Acecraft for months and now I finally Yeah. Yeah. Yeah. So they pushed the the pre-reg so much. Oh, Kingdom is different. That's quite different ad.
I've seen this one before.
Oh, I know. I haven't. Okay.
It hurts me when they say no ads. Every time I read that, it's like
I really like now miss the Kingdom Rush. Like revive me please for an ad. There are no hats here.
Yeah. Yeah. By the way, Ace already 20k a day on 200k downloads. So this just tells you the volume of this [ __ ] that we reson by the way
by the way it's by the way could be quite a lot of pre-registrations as well but that's why it's sky skyrocketed from the get go
there is see that there we go yeah much better ability but again this ability uh where is it laser this ability was in order not me just like upgrading it or whatever it's just that I would get it anyway somewhere but not now, but I really need it now because it's just like better
cuz then it goes always into this epic ability and then it grows again and goes again three chains and then
you also can combo chain. I don't know where where there was a list where you
have like two
towers that are kind of synchronous or like symbiotic or whatever and they give you a combo thing. So, you need to know these combos somewhere. I don't know where. It doesn't seem probably already or there is chain card. Chain card. See, that's why you lose. Um, yeah, you also get these bosses. What do
you mean? That's why you lose. He's He's on the stage eight.
I know, man. I'm further than you.
Yeah,
further down.
Why you lose? There's also these bosses, which is also, I think, a new mechanic that I haven't seen before, where you have like multiple HPs that you get there. And then a lot more different bosses, then some like Yeah, they also found this nice card of like enemies and their descriptions and like weaknesses and [ __ ] So like it's like
which nobody reads.
Yeah. See, this is the is the five cards thing. And then you can still watch all four threads. They have an even better converting one. So, I didn't watch
rewarded ads for two sessions in a row and then the first session I started playing where I passed your level.
They basically have five cards that appear like this, but you can watch one rewarded ad and you get all five cards and then you pass the level.
Yeah, that's event. They for free.
Yeah, it's Yeah,
that's that's good. You can speed up the game play if you buy the pass. So, of course, that that's
30 days and then lifetime. Oh my god, it's it's amazing.
It's like the usual usual setup and then you see that it's basically the usual thing that it it turns into this disco ball later down the line. So, that's there. The levels are pretty pretty long like it takes like
super long, man. It takes so much
10 15 minutes basically.
So, that's there.
Now, we see we already use the Right.
I I would you reroll this, but I can't
because we just don't have that [ __ ]
Oh, yeah. Yeah. Yeah.
Anymore, but yeah, we're going pretty close.
You're good. Yeah, you're fine. You're going to complete this stitch most probably.
Yeah. So, see the laser is just like too strong because I'm just focusing on I skip everything. So, the laser is And I have pretty good gems, I think, in my build for laser that I've seen that like see how much damage it does.
There you go.
There we go. I think I can already check like Oh, this is just the build. No damage. Yeah, this is the damage. So, see the the laser damage like 600k compared to everything else can even reach it.
Everything else? Yeah. Yeah, of course.
Yeah. So, that's there.
Maybe we speed it up.
I guess we don't finish this one because like
why do you want to? It's
three more levels. Yeah, it's three more levels. It's fine.
Three more levels. It's It's 20 always 20. It's going to be We should not we'll see we'll see why fast the lasers will melt it down anyway
of course
it's about you know again same thing where the game play is completely automatic you only choose that's there like the randomizer and you know you choose what ads to watch or what things to kind of see so that's there
in the meantime while you were speaking about all of these things nobody cares about I I was thinking about one thing and one thing only. You remember our not friends but the the guys from from Vietnam called ABI games and all of their
similar games that they have. It's like wait a second maybe.
I'm don't sure if it's Galaga games.
Is it Galaxy of or like whatever doesn't matter. We can we can check it out obviously. And I do remember like what was the the whole kind of spiel on like behind these? It was kind of getting a lot of organics.
Mhm.
I'm not following.
Then you will in the in the U section.
In UA section. I thought you were trying to point out something with the Acecraft game because that's the same core.
No, I just Yeah. Yeah. I know what you No, no, I know.
Okay. Why the hell would you pick this if it's not like um marketability or CPI play, but it could be an organic play?
You mean this one?
Yeah.
Oh, okay.
The the space fun
anyway theme.
Interesting part.
Yes.
So, there's Discord buttons all over the place everywhere. And they have it done pretty pretty well. I'll show you more.
OS.
But what? Not at all.
No discord buttons or really
not at all. which is also quite interesting because uh Mati and I from the episode that we released last week, we're going to have to eat our hat a little bit because Android has so much higher APS on this game than iOS. I guess because of this because of the
Discord thing that the community is there
probably
like we'll see. Anyway, uh so this is the repeat. Whereas any other
you know you know what they do in the Discord,
they show their web shops. What?
Really? Can you tell me more about that?
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have no idea if they're talking about the the web.
Yeah, spring offensive most probably in the discord but I would say so.
We'll get there anyway. So you have three doublers here during the day. Afterwards you run out of them. You can double it anymore which I already did today so you don't see it here
of course. Then really really the typical setup. Nothing really to it. So there are stage chest meaning each stage gives you chest. Last one is in perfect clear which I didn't do.
64 HP. Like what the [ __ ] man?
That's that was gives you pedexa playing in the background. M that's the typical 7 day login whatever
I think like this every every single kind exactly
every single single one every single one
it's like on boarding tutorial they teach you at kindergarten development
yeah exactly
the seven day seven day calendar daily
tasks west as the usual elite stages and normal stages again very typical for these kind of like rog light RPGs then we have first purchase offer, starter pack offer, and special offer, which is actually a battle pass, not a special offer really. So, there we go. There's also this kind of task system that's similar to something like Forex. I was like, it's something
which you never run out of like you're never out of energy. You're never in a place where
my idea because you also get this thing which was also broken in in Bang um not Bang Bang also I think in Bangbo in Bang Bang and then in uh Doodle Magic where they have these like stamina supply stations
which they keep giving you and like flowing energy
like just just this thing is what like 60 stamina and I can still get more for free and I'm already swimming in it. Like what's happening here? Yeah, auto petrol thing as usual. I do mechanic
where you can for three ads instantly get I think like four hours progress or something then get more for leftover energy. See that's the thing. That's why I'm probably Yeah, there we go. Then switch. That's I'm probably higher level than Felix because I watch all the ads.
Yeah, most probably.
Yeah, for sure. Then we have the shop. Two gacha boxes. One shitty one then the better one. Then we have offer systems, anchor packs, free currency,
the regular stuff.
Not not really that much
stuff that you'll never watch an ad for.
You watch you.
No, but like honestly the the only ads really that makes sense to watch here is like end of a level and during the level
on second monitor. Every ad makes sense.
And yeah, that's true. But all like also both chests. Come on, man.
You watch all the time, man. Like
exactly for free. Come on. Like guys, like it's
even takes down the timer to rare and epic countdown. So for sure you watch these every day.
Yeah, exactly. You [ __ ]
So the actual inventory and the progression.
This is literally I was really lost in here.
Yeah, I wanted you to explain it to me.
This is basically bank. It's like one to one. So not not really. I don't know if they have six or five slots, but I think
you can even have different loadouts for
being pro people, but like not not here.
Each of these has five sockets. Sockets are these chips that you get to the inventory. So, if let's say I get this one, I need to choose one of these that I will replace because again, you can only have five. And here you see this is the part where you really need to customize your build. stuff like firewheel drone to red damage plus 8%. So you can deliberately focus just on this ability and as I said you pick two and just put the sockets for those two abilities and then hopefully you get
them in the randomizer and be much more stronger. That's it. That's how this [ __ ] works. Very easy to
hopefully you will get them.
Yeah, hopefully you get them because that's the randomizer part. Yeah. So in See, that's why I have rare laser duration pull 02 seconds which is really good. That's there. There's this gear enhancement thing which is just like pure stats.
Click on enhance all button and that's it.
Same thing all over
clearly. Bonus stats. I guess that's the
you have a unique armor or whatever is that. Come on, man.
Yeah. Yeah. That's the
How did you find that?
Because because I went to global defense and I'll tell you. So that's there. Then we have the skill tree
guardian progression.
Yeah. which is like just a scale tree. Nothing really to it. Then we have chips over, you know. Then we have gear three, which are these like gear items. Again, those just are upgrades kind of linear.
Nothing really to it. So that's there. And then we have the shard gacha. And this is done differently because in noodle magic I think they don't or or they have it in shark catcher or probably some kind of version of shark catcher but yeah that's there it's the usual one where there's like qualitative upgrades later like unlock thermal warhead and what what not like with these things. So these abilities drastically change after you upgrade them and get to their like chain of I don't know epic stuff. So it's it's really really good and I guess that's that's the part where we get towards much more core than something like Survivor IO and all the other like skill randomizer lights RPGs that we are used to. Then we have what we have. Then we have the player. Yeah, nothing here. What was that? Yeah, I guess the last part is
pretty much this global defense or not global defense, the mode step basically that unlocks at level 15 which is the usual where you have different similar to like capibarago or like hobby template stuff where you have these different flavor side modes where you just go and I guess get different rewards and different things. And this is the part where I wanted to show you. So there's either recruitment battle or challenge. Challenge means I go recruit and battle. It means you go with a friend. Get coordinates.
This is not on iOS.
So this is interesting because this goes into Discord then and goes into browser and pretty much you go and want to recruit and invite people from Discord. So that's that's done very nicely. I won't continue this because the thing will crash on an emulator and also recruitment center. which means I think the one was on like discord auto join and this one is post
recruitment send enemy coordinates to other place to recruit more guardians coordin 24 so literally it's like I'm going to battle and people can join you for next 24 whatever so just very nice integration haven't seen this yet in this kind of a sense that there's literally discord buttons in in the game yeah you just play it is the same same old same old like Nothing really to it. I guess I run out of the orders. So, let's buy one. Yeah, there we go. Same same mode basically just with different rewards. Nothing really to it. Uh again, modifier allies 50% energy damage. Enemies in receive force field damage.
Can we look at sensor tower for this? because I don't think this is your Christmas prediction from two years ago come true
at all.
Kind of kind of is going there because
it's majority majority of the revenue is still yeah but let's look at the countries. Let's let's look at the countries.
Yeah. So this was soft launch February 4th this year and currently scaled all the way to something like 83 86
there's 100 there's 100 easily
yeah go by app go by app go by apps for yeah look at this I've never seen that like what the hell is this more on Android
because it's organic man like it's that's organic it's more players that's it
also countries US is the majority US South Korea.
I mean South Yeah. This looks like a lot like German legend. Yeah.
Yeah. But this this looks like a legend of slime.
Yeah.
Back in the days in South Korea, Japan,
Taiwan, like that's the tier one for for for this game.
But US37 means it's it's western.
Yes. Yeah. Yeah. Exactly.
Download wise.
Yeah. Yeah. And this is what I'm saying.
It's just like it's
download a day.
Yeah. 3K in the US. Come on.
Yeah.
It's very expensive. That's pretty high CPI.
Yeah. Of course. What do you
think CPIs are? Cuz that's not a lot.
I would guess high.
Yeah. I would guess like 20 20 plus.
Should we do your estimate, Felix?
Yeah. I mean, it's because the revenue is so big, right? Like I estimate this about like seven rewarded ads on 60%. So it's only about 12% of the overall revenue because it's really small DAU.
Yes. Look, if it if it's 100k on IPs like this is what like 120 maybe together, not more.
Seven. Seven's I think pretty good guess like three times a day increase level
rewards two chests and a few more here and there.
Here and there. Yeah, maybe it's going to be more than the seven. Maybe
less even. I would guess people would rather buy the ad.
Just go and check it.
I don't think so. I don't think so. I don't think so.
Oh, you mean like most popular?
Yeah. Most popular.
The thing is with the ads, right? You know they're not serious with ads and you know it doesn't contribute a lot to their ad revenue when they don't have a pre-level rewarded ad.
That's usually the legitimist.
Pre-level like what do you mean pre-le?
So like when you start a level, you start a level and you start shooting, right? There's no ad placement before you start that goes like, "Hey, do you want to boost before you start?" Yeah.
Booster. Yeah. Oh, yeah. Yeah. Okay. Fair.
All the Voodoo games has this.
Yeah. Exactly. Like that's always legitimate. If you don't have a pre-level booster, then you know the ads are not going to be important at all.
Yeah, that's a good good uh stump.
That's true.
Yeah. Um
remove skip all ads. See, it's part of it. So, third most popular purchase.
Okay. Yaku. Mhm.
I can't really say anything from ads because even if you double ads, like it wouldn't make a dent on the revenue here. Like how would you improve this game with like more ads?
No, in general, cuz like ads doesn't matter for this game cuz it's earning too much AP. I don't know, maybe a little bit more simplification on the on this whole system that that they pretty much they throw at you. But I get it's part of their coreish thing. So don't know I I'm missing few layers actually here because usually these games are like if you take something like heroes versus hordes or even survivor IO and all these other games they have like five or six progression layers. I see one, two, three.
This is as close to heroes as it is as it gets. these kind of guns thing
the weapons.
Yeah. Yeah. But but they don't really I don't see any kind of like big difference here. So don't know here. Yeah. These are these are heroes but like they never never show them ever in any any capacity. Just like they sit there. So yeah guess needs a little bit more definition. They're just specializing with like one single ability that's it. So it it's good, but like again, so I guess a little bit more progression layers. Maybe they unlock something in there later. I don't know because again the modes here, they go all the way to level 45, which I'm definitely not. So that's there. But like this game needs a lot of spend depth because it's so niche. Therefore, it has very high LTV. So it needs to capture that giant LTV spend. That's why I would I guess they have it, but they need more progression layers and even more gachas. like this is just
one in the show.
In your own words, is this your Christmas prediction of two years ago coming true or is this not a western hit yet?
I don't think this is a western hit.
Western hit. It's a western successful game. But
it's very
hit it means like
but also like I think that requirement wasn't Chinese company making this accessible to to West like that's that's a different scenario man
it was supposed to be is South Korean game though the original one.
Yeah Magic Doodle Magic was South Korean wasn't South Korean. No way. No no no no. It was Chinese Magic was South Korean. Really? [ __ ] it was Chinese. Come on.
Okay. Then it was Chinese. said it was Chinese.
100% Chinese.
Um%
Yeah, just looking at Bang Bang Survivor still after like what like more than a year basically still making like 300 400k a day on I would guess very
small downloads.
Yeah, but you have 30 nothing but
Oh, it doesn't matter. We need to factor in WeChat because it's like top top five in WeChat for like last two years basically.
Yeah. Yeah. Exactly.
So that's there and the Chinese revenue that we don't see. So this can
if you if you if you go to countries then no I mean like from you know my my app store or whatever the tens here.
Yeah. I mean yeah I mean this what we see is like 25% of the overall revenue.
Oh yeah yeah yeah. Yeah. Like that's a of course that's the one here but uh that's just Chinese iOS store nothing else we don't see the Android stores which definitely they're doing something there
which no I mean like we are looking at this 180 million is like 20 25% of the overall revenue that's what we heard
yeah yeah yeah
yeah okay so
this game definitely made a billion already but all in China and we all so just to frame it to frame it properly
Yeah, but I forgot the number.
So, if you make a billion in China, does that mean you need a UA partner?
UA partner? Well, I would I'm not sure actually, but what you definitely need is
you No, it's not. I'm just thinking like realistically. I'm not sure if you need the UA funding, but you do need a ROS benchmarks because you know the UA can feel like a black boss some sometimes especially in China man. So it's why Pix Lambda is here and it's a game changer. So if you plug it into your MMP you can get real clean ROS benchmarks, retention insights and even a forecast where you are ready for funding. Well, you can be from China as well. I mean that's fine. Uh so just you know no fluff just real answers 100% free and pvxpartners.comlambda and you get your growth strategy on point with all the ROS benchmarks again pvxpartners.com/lambda
you go there and you know say tell them we said hi okay
okay okay so
what are you looking at
genre so this is the whole tower defense genre basically which bang bang survivor is spot even without all the revenue that we don't see.
Yeah,
that's western mostly western chart. Yeah,
you know why?
Mostly western charts.
Then we have lucky defense on third spot which is also like
surprising really because lucky defense isn't
it's also Yeah, but it's also old Korea.
Yeah. Yeah. Of course, Korea is the like the tower defense country I would say. Yeah, lucky defense surprisingly stable. By the way, it got, if I understand,
countries.
That's what they're looking for. There you go. Exactly.
I think they also renamed itself
to OMFG something.
OMFG. Lucky me. Yeah, that's their new name, by the way. If you if you search on the store,
it's not Lucky Defense anymore.
Yeah. Yeah. I mean,
yeah, it's surprisingly stable. So, yeah. Uh kudos to
running stably in South Korea
111%
but they're riding on their wave of like memes and [ __ ]
Yeah. Anyway, watcher of Realms. Uh then this is I don't know what. Whittlele defender. Sixth spot raid rush. Seventh spot kingdom guard. Come on guys to our defense.
This is a Forex. Then our our game here Galaxy Defense on ninth spot and then Rush Royale on 10th spot
still. Okay.
But Rush Royale is above because of the ad revenue cuz they have like 25% ad revenue. So
nothing can compare still to you know our friends.
Whatever that is Arnet not whatever that is.
Oh yeah. Oh
that's not whatever that is. I'll show you whatever that is. It's a waifu game.
Yeah I know. I played I played our credits for like 10 minutes and I was like [ __ ] no.
Yeah, this is the company that did Azour by the way. The battleships game. Waifu game. So it's
Yeah, this is really good. Really good.
Shout out Bismar.
Shout out Bismar. Exactly.
So they know what they're doing and it's still working and this game is stable as ever even though it's very spiky and everything. But if we go to monthly revenue again, it's Yeah. Yeah. We get it in billion.
Yeah.
I don't get it. I get it, but I don't get it.
What you don't get about wife who's fighting on tower defense field
that's there.
Yeah.
Yeah. We'll see. Like this genre honestly is like all the rave last time we were in China. last time being a month ago where everybody was actually building a tower defense game in some iteration of either Doodle Magic or Backpack Hero or
or all of it together
or all of it together or even Monopoly Go or whatever was the mechanic. So, we'll see. I think we're still waiting for a big western game here. I think the crown was basically
the Rush Royale one. Yeah. Yeah. It kind of I guess they went down like
slowly going down. It's still okay, but it's
here we are. Rush is I guess after it's then basically yeah the peak of something like 2023. It's not bad but like definitely not what was it 2 million per month plus
good active users cuz it was a lot of ad revenue on this game as well. Uh
35% or 40%. No,
3 million something. That's still pretty okay.
Yeah,
not bad. Which of Realms is the This is the rate shadow legends of tower defenses basically like the super high production value CGI [ __ ]
that in my opinion was supposed to be like great Shadow of Legends of Tower Defense. And I played this game. It's like pretty good, I think. But yeah, I'm guessing the sky high CPI and isn't really
Why do I get the feeling that the UA
is going to be terrible
here? You go. You go, Mate. By the way, I'm finishing.
Yeah. Yeah. Yeah. Just get get rid of the Yeah. I mean, it's not the bad feeling though.
So, but I just want to start with this.
By the way, we covered nearly every top defense game except the Vau one. Okay, we can do it next week. Yakub, if you want to.
No, we wait. We wait for the western western big one.
Mhm. Space team.
And you would expect like in a normal game that isn't heavily traffic based this number would be what 70%. Yeah.
Yeah. Okay.
This would be definitely 70 80%. And here 60 right 64. So this is this is kind of normal I would say like on the lower end
and Android it's 40% ads and 60% organics.
Watch your realms just to compare. That's what I want to like here. Just get rid of this.
Oh, it's even less.
Even less.
Okay. This
doesn't work.
It does kind of last 30 days instead.
You can with custom search.
I mean, yeah, kind of. Look this 30%. I mean this maybe in this category. Okay, this is interesting that it's like 20
23%. But this is like 6,000 downloads per day. Doesn't matter.
Yeah. Five.
Five. Yeah. Amazing. But if we go Yeah. Whatever some.
So it's not high because they cannot afford the UA anyway.
Exactly. Yeah. Exactly. So it's like this is not the rule of thumb like oh well it's actually other way around. No high CPI like giant CPI.
Yeah. Exactly. $50, $60 like in the States. What are you thinking?
More men like
based on their creatives, like check their creatives. It's all like this kind of super heavy AI [ __ ] with like as fantasy as possible.
I mean, I think we're going to touch this game a little bit when we going to talk about Acecraft because of
which of Realms.
No, you see
what? Moon.
Moon. Oh, yeah. Of course. Same portfolio.
Yeah. So, we might actually get into it. So, wait a second. Where do I have it?
So, let's just go here because they kind of do up loving, of course, Facebook, Tik Tok, and that's it for the the Galaxy Defense. And as you mentioned kind of Felix, yeah, this is just it's going to be almost all the same. And I mean, you don't really buy these threats for dollars, but it's fine. Never
simplified gameplay.
It's very simplified, but at least they have this
fun stuff.
Meme meme [ __ ]
Yes. On this. So, we are looking at Tik Tok videos actually,
which at least Yeah. I mean, it's funny. Pretty good actually.
It's pretty good. Yeah, it's pretty good.
Megan is Mars. No. So, this Yeah, it's actually
super easy. You take the meme video and you just slap the assets on top.
Exactly. Yeah. Exactly. And then we have the the Tik Tok creative challenge guy who is actually doing the video with himself and you can you can
even see it here magically.
Yeah. But fake fake fake interview because he's just passing the mic into nowhere. It just disappeared. Look.
No, because it's him also on the other side. That's
I know. Yeah. Exactly. Yeah. Yeah. Yeah. That's like the fake. But again like do you know where did we see this kind of uh strategies like hey what do you choose what do you choose like this is ra rush is basically rad same thing they had this all for the for this read interview or in this case v interview obviously
it just means you cannot afford a second actor that's that's it
doesn't matter because this is this is just uh I assume and because it's Tik Tok this is creative challenge
it's just like you know you do it for well it's not for free but still you get it for free and you just need to spend that money. So that's that's pretty much it, right? So this is it. And this is this is even worse.
That's AI.
That's AI. Exactly. That's even even worse. Like you you as a as a Tik Tok creative challenge like creator, you just put an AI here. Like how lazy the
[ __ ] are you? This was it was so funny. I was like, wow. Uh that's why I that's why I put the the requirement like no AI faces or voice over or whatever because even the voiceover was it was so obvious.
Do you think like this whole meteor falling down the sky like it's like a good CPI catch?
No.
Because they kind of shift it out later down the line.
No, I don't think this is just Yeah. Like look, it's all of the same and this this is just like a
there again another I cannot afford the second actor interview.
I don't care. Yeah, but still like this is exactly Red Rush.
Oh yeah. Yeah, it's it's the same exactly same concept with the street interview and then the the towers icons and that's like it's that's honestly that's one of the best videos they had. So I like no wonder like these guys are copying it as well but it's like
eight pages.
Yeah, eight pages on on Tik Tok.
So yeah, I mean this is all the same. Do
they have anything else rather than like overall concept like they just teach it with interviews and you see that's it and same concept all over the place.
Yeah, this is actually the combination of the that kind of I show speed.
I show speed really
whatever. Yeah. Uh what's the best defense tower defense game and this is actually nice right this is fine but it's same thing on the other hand they do have interesting thing where do I have it? This was very low creative.
Yes.
Why AI finally?
Yeah.
AI AI interview.
This AI interview and it's like the this is the only interesting thing that I found in the in the creative uh kind of section. Nothing else. I was like, "Oh, fine. This is actually nice." But this that's pretty much it, man. Like
script.
Yeah.
We had this as well when we were talking at Raid Rush. I was asking in the same like, "Why no fake ads?" Like why not?
Oh, rad has
rad has AI
and fake has as well. But yeah, Red is doing way better on the AI stuff that we saw like all the different kind of videos of the the towers with like just circling the tower and it's beautiful AI and it works so well. So I mean come on like you can you can do this. I know like all of these I I mean at least some other concepts. There's also like a one one meme or was it it's like oh my boyfriend ditched me for like eight hours because he's playing Galaxy Defense. I mean like come on man. Yeah exactly.
I could not play this game for eight hours in a row.
Oh no no no. I would just kill myself. Seriously.
You can if you play something else on second monitor.
This is AI.
Oh hello. I don't know man. And like that was stitched on only. Do you see how the image and
floats? Yeah. Yeah. Yeah. Yeah. Yeah. This is kind of stitch. This is
definitely AI stuff. And then thank you very much. Hey, that that was an AI hook. The AI guy. And this
another AI guy. This is AI.
Another AI guy. Yeah. Yeah.
Look at Look at the the lightning and everything. So he's like, "Yeah, there we go." Of
course you of course you need to have this
rotating blade. I really like how
there's blaze and [ __ ] but he has lasers.
Yeah, lasers.
Need to charge them.
Logic doesn't work in this. The logic doesn't work.
You can if you want logic, [ __ ] off the PC.
Logic has left the chat.
Yeah, it's pretty much Yeah. Yeah, that's that's pretty much. Yeah, that's amazing. So, yeah, it's the Statue of Liberty
energy shield that's not even there.
I mean, that's Yeah, nobody cares.
Doesn't matter.
Doesn't matter.
Matter.
Yeah, this is what matters. This is how you know it's from China.
Plavin just banner, guys. Seriously, what the [ __ ] are you doing? If you want to have app properly like just add videos and and playables and not banner and this is exactly like how we know it's coming from China because at least they have Tik Tok which is very surprising for Chinese
but there are Chinese company that are doing apping properly now.
Yes, of course.
But only the best ones I would guess.
Yeah.
Aka microphone.
Century games.
I mean Century Games microphone. Yeah. They know how how they you know how they should do UA. these guys kind of but not really. So yeah, that's pretty much it. I mean I don't have anything else. Yeah.
Me integral.
What's that? What's that for you? A grading five out of 10, six out of 10.
Three and a half.
Wow.
Come on. Like seriously, if you're copying raid rush that much, just like copy one to one everything. I mean seriously, all the channels.
Yeah. all the uh channels, all the crazies like come on. Like that's it. If if you want because they they literally copied like some of their ads. I mean they must be looking at at them and that's it. So yeah, do it properly guys. If you copy that, just do it properly. That's it pretty much. So yeah, I mean it's an interesting case. Although I'm still I still kind of
We're still waiting for Jakob's prophecy to come true.
Yeah. Yeah, we're still waiting.
Yeah. Yeah. It's this is not it. Now I by the way super intrigued. I really want to play the second game. Well, not second. Fifth fifth is it 3 million a month fifth one but it seems it's completely uh I would guess Chinese. Yeah, it's
Chinese. So it looks quite interesting
in a way which could be again another doodle magic uh
super
setup. Uh but the screens are very intriguing. I don't know. Let's see here. Let's see. Anyway,
I'm not sure what I
game design solid seven and a half, eight. It's it's done good. Why does
it's just like ads don't matter here. So, I don't even want to give it a rating cuz it's just you could double it and like does it matter?
Does better. But still, I mean, if if you double it, then suddenly it could matter.
Different traffic from 20%. It's not like
It's true though. Like the different traffic. Yeah, you're right. You can't really shoot in install traffic in this like those people who get confused on second.
No, it doesn't matter. No Russian oil was so like western, right? Because it was 40%. Exactly. Yeah. Yeah. Exactly. Yeah.
That's why your prophecy is not true yet.
Yeah.
Okay. All right. Thank you very much guys for listening. Uh please subscribe,
share your comment in the comment section and join the Slack channel. Also play the game if you want. If you don't, I mean it's fine. Whatever you want. After you. After you. But definitely leave the comments.
When are we recommending playing the games?
Why not? I mean, come on.
Okay.
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All right. Thank you. See you next time.
Bye-bye. [Music]
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Distilling the key insights…
Two & a Half Gamers · 2026
Two & a Half Gamers · 2026
Two & a Half Gamers · 2026
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