So, we have Kingshot, and this is the biggest thing in the think because this went all the way up to 3 million a day last month. And yeah, it seems it's maybe peak, but we'll see. With these things, you never know because Century Games curves. You said you said a few times about Yeah, you said a few times about why. Oh, it peaked already and then it peaked never.
Yeah,
it's you kept growing.
I did ask Heaven about this Amplify in Barcelona last week and I was like, "So, you guys are really bringing it to River Game now." And
it's diceled with those coins.
We're the two and a half gamers. The Midnight Crew talking UA adverts and game design too. Mat Felix Shak bringing the insight. We're rocking those vibes till the early daylight. But hey Kua
master eyes on the prize. Tracking data through the cyerspace skies. Felix 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. Ah. Ah. Hello everyone and welcome to another fantastic episode of the Two and a Half Gamers podcast. Today we're doing one of our most famous editions of the Two and a Half Gamers podcast, the review radar, where we review all the games we have covered in the last quarter to see if they're growing or if they're shrinking.
Jakob, tell us what's in the rear view mirror of the last quarter. I'm Felix Broberg.
My name is Matthew.
And I'm Yakub. And
we are
your host
host. Oh man,
it's not some of our not some of my best best work, but yeah, whatever.
Dear listeners, so there's going to be an extra for you at the end of the episode. Definitely go and check it out.
Yeah, put it in the back.
It's going to be It's absolutely going to be there. It was 100% better, man. Like a
show us some hockey sticks.
Okay. And for those listening for the first time or don't remember, we do these review radars where we look for the games that we review already on the podcast. As we always say that we keep them on the radar and we look at uh latest update trend curves and pretty much like overall what's happening with them. So we don't just kind of you know and see if they're able.
You can feel the vibe. They're all going to be very much dead because
there's this thing called the curse of the podcast which means that once we review a game it goes only downhill from
there. So, we'll see how many games actually went up.
So,
and it's going to be 50 games, so buckle up.
Yeah. Buckle up. Buckle.
Yeah. All right. So, fake doctor. Uh
oh, yeah.
Was there
Vameayong?
Vita Mayong.
They're scaling. They're scaling to the moon. There's no way they're going down.
March 3rd, we reviewed this game. They uh are scaling to the moon. reviewed it somewhere here where it was doing already uh pretty much quarter a million downloads a day and now they're hitting nearly record download numbers which is like 400k already went like in July tok downloads a day and we talked about it on the creative uh trends because yeah I see 10 million ads everywhere.
Show me exactly
show me the active user base.
Yeah, here it is. Active users straight line up. There's the hockey stick number one today. And yeah, it's very nice with
the [ __ ] filter where US being the top demographic of like 7 million DAU.
You know what I heard from a prominent ad network
that basically this decreased their profit like their goals to like 10%. And yeah, that's why they're able to scale so much. So they cut profit so they can exactly what it was before what it was before. That's the main that's the important number.
Yeah, exactly. Let's say maybe it was at 15 they cut it down to 10. But yeah,
10 is still pretty good.
But 10 on what? 10 is the profit margin. You were saying
10% now. That's what I heard. Yeah, that's what they're running.
What was the actual revenue we estimated this?
Yeah, let me open it up for you. Yakoup. But I do believe this is probably one of the biggest admon games in the world right now.
10% is almost like their day 360.
Yeah. Yeah. I think it was what was it? It's not written here.
No, it's not
what was per day.
Yeah, definitely something around 200k. But yeah,
even more than 300k,
I would say more.
Yeah, probably. Okay, regarding the updates, there's events and stuff.
Events and stuff.
Like you see like this is pretty much like a healthy game that you that you see they're like calling all these like
203k a day. Uh that's what I estimated.
It's not that big then. But I would guess that was back.
It still means you're making 20k a day in profit. But yeah.
Yeah. Which is great.
But you're killing the competition, right? Exactly.
Yeah. You're killing everybody.
Yeah. These ads are everywhere.
No, seriously. I open open Facebook 10 10 times a day. It's Vita Mayong.
Yeah. Yeah. And fake doctors.
Anyway,
fig.
So, that's Vita Mayong. Uh, as usual, last 30 days, nearly 10 million
downloads, 120k IP. So, that would be what in add revenue.
Show me active users. This doesn't mean anything to me. Show me act active users means
okay so basically on the 203k a day we estimated 4.5 million users a day so what is it now it's 20 is it 50% higher and that's going to be wait go to country filter please it's at least going to be 250 300 a day now
so pretty much like plus 10 mil a month I don't know
yeah impressive
no web shots okay
there's all ads Okay, Vitaon.
Great start.
Great start. Let's move on. There we go. So, we have love and deep space,
which pretty much
This is killing it as well. This is going up. This is going to the moon
are also killing it. If you look at their chart, it's spiky as it should be.
But the spikes are increasing
because it's a gacha game. So they had their biggest spike yet in June this year.
How much is that? 7 million in a day.
Yeah, 7 million a day. That's normal for gacha game. That's completely normal because everybody buys it on the first day of the gacha release. Everybody. So that's the biggest spike that you get. That's why it's so
I don't
Yeah. So we reviewed the game on what? March 6th. It's one of our most popular uh games we've ever done on the podcast as well in terms of we'll get to
it's I would say it's on the it's not even on the third spot but it's definitely one of the most popular
and definitely with the most comments.
Yeah,
90 comments.
90 comments.
Yeah. Yeah, that's there. If you go monthly, you can still see that it's pretty much going up. So July was like 40 million
IP and uh yeah active us is also great.
We go what 1.6
7 million that's great like you know for this heavy IP game. China's 51% just saying then US 14%. So that's there. Regarding the update pipeline, it's basically bread and butter gacha stuff. Not really something to it. Each of these tag is basically supported by a new gacha format character. In this case, they have these like memories. So they don't even need to create new characters. They just create different memories with the same character. So you see all these nice things. Um yeah, they're just killing it. uh is there pretty much the best
profit margin is higher than Vong for sure.
Yeah.
Anyway, one match will so this is a very discussed game uh already when we were talking about it on the bot and I think I lost my sensor tow tab there. I don't
know why
some villain stole it probably. need to go to apps.
There you go.
No, you just need to type properly.
That's it. That's it. That's the only problem.
The spelling, not the problem.
Yeah, it
Wow, look at it.
Yeah, there we have our hockey stick. Hockey stick number two. So,
our hockey stick is a incline.
Yeah. I mean, yeah.
K a day, which is pretty good.
That is very good.
And this is the most important part.
Yes. 90k downloads a day. Country filter.
Was that US leading it? Oh, no. Philippines.
There's the country filter. That's the illusion. Just shattered.
No, dude. It's pretty good, dude. US, UK,
14K Philippines. Still
pretty good. It's
This is pretty good. It's like
Yeah, but but go to source US downloads.
Hey, but still go to downloads by source.
Downloads by source
mean apps apps analysis. App analysis or just downloads
where we are
reported downloads where you check the revenue versus Yeah. There.
Yep.
And then download.
Okay, that's nice.
So here, this is what I was trying to say the last time.
Wow.
It's basically
they're scaling up.
All paid. All paid. All paid.
They secured the deal. No, for scaling.
You mean PVX partners? I don't know. But if you if you need funding,
walk right into it.
You call you call pvx partners because that's the most reliable credit line for marketing. If you need, you know, some money for marketing, go and check pxpartners.com. Or if you want to get some ROS benchmarks, retention insights or forecasts. If you are eligible for funding, go pvxpartners.com/lambda.
plug it into your MMP and then you can check all the ROS benchmarks and everything there and get funding. So, pvxpartners.com or pvxpartners.com/lambda. Thank you very much for sponsoring this episode and growth of the games on the market.
Yeah. So, just to clear this ambush, there was a race that Good job games did which was on end of July and 60 mil. So, you're looking right at those 60 mil right there. What you wouldn't say?
I would say, but you know how we discussed last time with Jeff getting serious a just to spend that money in exchange for
equity.
Camp equity. I don't know.
Who am I to judge though?
Yeah, we'll see. We'll see. But yeah, there's definitely big movement. Even if we go back to the country filter and
omit the fact that there's like
like it doesn't matter. That's just the worldwide targeting. That's fine.
We'll see if we'll see if the revenue holds and especially if um
honestly if this continue going down.
This is amazing. This is amazing. I said this most probably won't cross likek per day revenue on the episode ork or something which uh the guys from good job gains didn't really like.
It's on its way
in
it's on its way. I still see I still think they're far away from the 500k per day, but I met also a keen and now I'm not so sure. I think they will be they aim to they aim way way higher than than what I said and I I I think this is a really
good track.
Okay, Felix, anything to add or you were saying something?
I was coughing. There's no ads in there. So, what what would I know?
Yeah. Uh he's just he's just a mace.
But I do but I do look pretty today so I can
Yeah.
You wait for your Forex. No worries. It's coming.
Oh no. This is my favorite. This is my favorite [ __ ] lounge of the year.
Such an amazing thing for a LinkedIn. Oh my god. So many num numbers and players came into this game thanks to this viral hit marketing campaign. Oh my god. Oh wait a second. It's [ __ ]
But it's growing. Why is growing?
Because they they started UA because they started UA. They started UA. That's why it's growing.
Yeah. Yeah. They they started UA somewhere here. You see the downloads and like start of July.
Next.
No, let me see revenue. Let me see re. So
7.
Yeah. And by the way, there's like lot of South Korea downloads here. If we go to revenue. Yeah, it's spiky
and it's like going somewhere to like 30k a day. But honestly like 30k day for a supercell game that's not even peanuts qualified there's nothing there basically. So
that's a longterm project.
What's Boom Beach doing right now comparatively?
Boom Beach.
Yeah.
You really want to compare with Boom Beach?
No, but I'm just like that's the other smallest app in their portfolio, right? I'm just
daily revenue. Sure, we can compare. Why not like to add more to go back on the other one? Go back on the other one.
Which one?
I don't know why. wanted.
Yeah.
Need to recalculate. By the way, Clash Royale still going haywire.
Bananas. Yeah.
So, where's September 8th? Clash Royale 2.6 million. Brawl Stars 800k. Clash of Clans 7k Hey, Boom Beach 45K. Moco. So if they push a
little bit more you maybe they get over Boom Beach.
Okay,
that's the spirit. But let me just finish here with this last picture because it's like well worth the read. Yeah, if you didn't catch it, we have a separate podcast just talking about this whole
No, we you have
you you do
you have you have there ambush.
You can. Yeah, of course. That's why we say you have not we. It's so episode done by Mr. Bremier reviewing this amazing.
Yeah. So you see the straight line up here basically where the game just goes up and up and up and just first September had like peak of 4 and a half million.
But look so I should I should back off a little bit because this clearly say they can turn the ship around.
Yeah, they can.
Never bet against supercell. Yeah, but if you have a baseline of 600k per day, it's
better than if you have 60 per day as with Volco because what kind of you can get.
I still think like the thing is that they don't share or have a central structure because it's supercell to that point that you see for instance what happened at Brawl Star is just now happening at Clash Royale.
Yeah, but Brawl Star is already kind of climbing. No, no, but I mean the the the paradigm shift in economy and everything just get there if if it would be consistent like with companies like I don't know Century or Hobby or any other like of these like central entities
be translated already but I still think like the teams in superstar have too much autonomy not too much but basically
I don't think you can say that without being in their
yeah I this was just my no speculation but yeah so Clash was killing Mo is going nowhere. But that's how how the situation is. So, let's move on.
Next, this is our second most watched episode of the podcast, which is called Last Z.
It's called Top Girl.
No, it's not called Top Girl. That's just Matt's clickbait post. It's called Last Z.
Yes.
And this is the game that implemented the only fans feature if you remember. Just saying.
Only fans.
AI only fans, by the way. Yes.
Yeah. So, looking at it, another hockey stick. There we go. So, wow.
And if it keeps increasing, you can climb to the moon from that chart, huh? Jeez.
One and a half million. And uh the UA is doing pretty good.
What's the user base on this? Was it
D? Pretty good. Dau's 1.4 million on a Forex game, which is [ __ ] massive. Even though there's a lot of India. I
mean, you need to feed someone. Yeah. Yeah.
What's the food?
Yeah. Let's do Let's do one more exercise here with the charts and you'll see where I'm going. So,
let's not do more exercises here.
This one. This one.
We can just talk about the first one.
This one. And this one. I think I have all. Yeah. Or anymore.
Hard war zero heroes last war I guess.
Yeah. So these are just active users which means there's like somehow like
and then we have the daily revenue which is now approaching 6.6 million a day still going up. I leave this chart. You will use it later with some other comparison.
Okay.
So, and this is the games that we only know about which again most people don't know about which is one company.
Anyway, screw them really.
Oh yeah.
This was end of March. We're still in
March and still in March.
So packed with like so significant games.
Yeah. This thing's just
an episode by Felix Bra by the way from Vietnamese
hits.
Yeah. Yeah. Yeah. So, they're still keeping their 400k a day baseline somewhere there.
And I even wrote about wrote about I came like a standalone article because this is just insane.
Yeah, this is insane.
And you know what is even more insane? I bet you didn't read the article obviously, but they
also have an apps business which insanely big
really.
They their subscription business is starting to get really impressive. Like they're going after
one of their app which is a remote remote control app made $7 million already.
Yes. Look, AI chat cast for chcast TV has like like man like so many different things. It's insane. Seriously.
Okay.
They have publishing this business.
Yes.
500K downloads last month.
Find the remote control here.
Remote control smart TV. There's there is like 600K. But if you if you go Yeah. The one below if you click on it. Yeah.
That's only last last 30 days. That's only last 30 days.
It's only last three days. Look, if you go revenue all time, it's 7 million. PV remote smart control app that 10 million
10.
What the [ __ ] is happening here?
Exactly. Look at the number like downloads.
5 billion downloads. Like are you kidding me?
That's all included.
Yeah, I was I was actually thinking about it. It's all It's all because this doesn't work anywhere else because of the all all the streaming platforms like smart TV [ __ ]
Exactly. It's mindblowing.
Yeah, exactly. I was looking like why are like And they have like 10 million different accounts.
Everything under IKEA.
So they do 14 million IP revenue already a month.
Yeah. And that's basically all screwed almost. Almost all.
That's amazing. Yeah. Vietnam's really rising.
You should you should read my my post. You can you can find out a lot of different stuff.
That that's interesting. But yeah, this thing is
it's paid so you wouldn't read it anyway because you're cheap [ __ ]
Of course, but this thing is I would say
keep stable.
Yeah, it's very stable. It's just very stable. Active users are also kind of very stable even though they're nearly hitting record high, but it's it's just stable. Stable launching of Vietnam basically.
Yeah. Yeah. If you're here, can you can you check the epic merch on in their account so we know because it's very very new. Yeah, it's like couple of days.
Epic merge ro defense.
Yes, this one.
We want to see revenue or the
screenshots
just know just what's happening because
I think this is
seems like a test yet.
Yeah. Okay. This is this just launched on iOS as well, I think. When did it launch? I started
the icon reminds me of Diggy's Adventure.
Yeah. Yeah. Little bit.
Oh, yeah.
Yeah. This is it. Okay. Let's see.
That's That's You know, you know what's this is?
I know what it is. I know. Yeah. I started playing now.
It's a combination of doodle magic and backpack hero. But
everybody's doing magic.
Sure. But I'm not sure like what's what's this is going to do. Doodle magic and backpack hero means bacon's revenge.
Yes, pretty much. Which is that? Yeah. We'll see. Okay. Next one. So, we have Kingshot. And this is the biggest thing in the rink because this went all the way up to 3 million a day last month. And uh yeah, it seems it's maybe peak.
Uh
we'll see. With these things, you never know because Century Games C. You said you said a few times about Yeah, you said a few times about how it peaked already and then it peaked never.
Yeah. Yeah.
It kept growing.
I did ask Heaven about this Amplify in Barcelona last week and I was like, so you guys are really bringing it to River Game now and he's like, "No, they're still way bigger."
Yeah.
Yeah. So these guys you see these two games are the same as the portfolio you seen there but again nothing including China revenue is including nothing including China app store revenues like the Android stores and the things that we don't see and their whole portfolio. So so on on paper those are the sames as we see but just saying they have more games.
Yeah. Yeah. They have more games of course and bigger studios. But it seems that the white out survival has has
you've said that before so don't pay attention to him ladies and gentlemen.
Yeah, exactly said already like million times. So
yeah,
doesn't mean [ __ ] It's going to be like super interesting because Kingshot for me is currently the best game of the year yet for now as for like the the most
best game of the year
mobile one like a new one for this year.
New one. Oh yeah.
Yeah. I don't see any anyone else coming even
most of the games are still increasing from this review radar. That's quite unique.
Where are the curses?
Forgot about Supercell.
There's one. Yeah, it's usually like 70% of the games.
Yeah, exactly. We'll get there. already in or well hopefully in the half of the episode.
Yeah. So there was this game which was a meme called I am cat and I'm security in this packed double episode which we did on start of April 7th and interestingly I put two games there actually. They're super stable.
Yeah. I was like like I thought like this would just go and die off. No, because remember like this is somewhere when we did the episode somewhere episode
and I was like it just goes down and like dead. No, these games are basically pulling in.
Show me the real metric. This doesn't mean anything.
Exactly. Doesn't mean anything.
US until you show me the active user base. Like it doesn't matter.
Active user base record high.
There we go. There we go.
20% US. There you go.
Quite a lot of money.
So, this is a lot.
It's quite a lot of money
and it's record high 3 million bold games.
There you go. Where is the curse? I don't see that.
Yeah, the curse not there. But I'm CAD is definitely much bigger than because it's way broader. Okay.
Yeah. Yeah. Just just better
say together 70 to 100k at this level I would say. roughly probably probably revenue wise of course there's nothing
because there's like you know we seen that but still being able to pull off like maybe let's try the new trick that mate told me so pay 30% that's pretty good
which means the rest is organic
profit here is all the organics that you get in right yeah
but it's a straight line that's that's the beauty of this whole thing
doesn't move straight line doesn't move and it hasn't moved for
for 6 months
it's a franchise now after the VR game it's a franchise guys.
Probably it just goes and goes and goes and goes. We'll see.
Yeah, but this is just amazing. Great great to work as. Moving on, we have Yeah, I just wanted to check like the whole portfolio, but it's just like there's the Frost World game, but basically this is there.
They have so many other studios.
Yeah. Which we don't see on the account, so not there. Anyway, moving on. Matching story. O.
Yeah. So, there was this game called Matching Story, which was super
interesting because it was a match. It was a merge or it was a plane.
It was a plane. No, it's Superman.
So, so, uh, yeah, this was a very old game.
I want to just pause here because I'm sure you didn't get the memo, Yaku, but today is white. That that day was all black.
I thought about, do I bring my white out survival t-shirt today? Yes or
no? Yeah, I'm sorry. I'm sorry to the listeners. We let you down again, but next time Yakub will get the man wearing my fun t-shirt from
I know Turkey Turkai t-shirt.
Yeah. Anyway, this goes still up.
This is my favorite game.
This is This is
my favorite game. You know why is my favorite game? Because a Chinese studio and they're doing quite well in match and merch together. it. This game is just showing them how to do it.
Yeah, there's no other game similar to this that has these two cores in one.
Very interesting. And 300K on a 4year-old game basically with these types of downloads.
20K. Let's do the [ __ ] filter. Yeah, it's still US pristine traffic basically.
Yeah, there's
50% of everything is US.
Yeah. Yeah. Yeah, this is just amazing. Like really amazing. Okay,
you know how much more money could they earn in that US?
Yeah, remember the the episode?
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as usual. Anyway, next one. This is very interesting case because I was literally waiting for this moment and this moment happened just today.
Waiting crashed or increased. What do you mean?
I don't know. So, there was this game called DC Dark Legion. It was the
It's still there. It's
still there. It was this kind of new take on Forex with DC IP. They had this like very like experimental map where it is this one because you don't have the usual forex map. This one. Yeah. Looks like
it's a Batman s symbol.
Yeah. Ended up like Batman.
Yeah. Look, look, look. It is. I know it is, but I'm just saying like it is like doesn't lead to anywhere because like the thing is that it's a little bit close to something like Topg Girl regarding the streamline of the Forex score.
You already said this during the episode.
Yeah, I know. But I'm just saying like it just doesn't make sense to me in like Forex terms. Like it's just like too much gotcha, too much to go down. This has to go down. This is no.
Yeah, it's going down. It's going down. It's slowly going down. My guess is that they're obliged to like keep the UA or whatever because of the contract or I don't know what, but like yeah, this this is going nowhere. So,
dude, look at that. Look at that ski mountain from here. That's that's DCIP. That's there. That's DCIP and their margin waving them.
That's the black slope right there. You need to be very careful going down there.
Black slope of death.
Yeah. The problem that I wanted to show
you is that there's this other game that we reviewed.
The problem style survive which is basically no experimentation. Carbon copy of Dark World.
That's it.
Dark War. Dark War. Dark World.
War. And today the game finally went over this game in daily revenue. So there we go. This is this is how experimentation can end up with with nothingness.
It's I don't think it's because of the experimentation. is because of the IP and it's just, you know, we need to do something with the IP.
I still think that if they would do Tile Survive style game, copying River game one to one with DC IP, it would be better.
They can't because of the UA the UA on Tile Survive. It's that's the main driver of the revenue.
Also, you mean like they can do because of the IP the UA [ __ ] Then people that are giving them the IP don't understand the whole thing. Like
never heard that story before. Yeah, but like Forex works on UA. If you can't
do [ __ ] with UA, you you're [ __ ] That very simple.
You just explain 99% of the market.
Yeah. So that's there. Anyway, this game is going to be dead soon. Sometimes later. Same as Age of Empires Mobile. Like literally the same kind of curve.
Oh, but no.
It's even worse. This one is even worse. Huh?
No, it's not even worse.
It's even worse. It's even less already. Oh, okay.
See, so
I'd ski down that exact same thing.
Okay, I would ski down that. This is not even a mountain. It's just a wall.
No, but look at look at last last 30 days. There's something happened.
My guess is that again some IP requirements that you need to like not abandon it immediately.
I don't.
No, but there's there's a new update because July is going nowhere. Like like these are the old old style Forex games that don't have place in the current Forex market. It's just kind of too ruthless for them.
I agree with that.
But nostalgia UA
Nostalgia. Look where nostalgia UA got
got you. Anyway, this is a better one. chess.com which we reviewed and that during uh like late month.
What time is this? What is this?
Chess.com is April 21st this year.
April 21st. Oh, I look quite thick.
Yeah. So, if you
best shave ever
if you saw few controversies in between like there was this like thing that Magnus was again playing some guy and then guy was cheating on him and yeah he's basically a drama queen but he plays perfectly because he brings so much traffic to this. It's their UA man like he know what he's doing. So anyway, revenue is still here.
Yeah, revenue is still going up to something like Yeah. 100K a day,
which is not still counting the website.
They already had the website and they already
70% of their money anyway. So yeah.
Yeah. Yeah.
They already said that they're 500 million already lifetime.
So that's there. And downloads are going also super strong. Like I would say perfect. And then active user base is
Are you joking?
How much is the DAU? Please show me yesterday.
Just show me the
40 40 million.
Yeah. I mean, we we had this we had this debate. We had we had how much money they could earn and you were already you were already like crying basically.
We had this debate in April. They even increased it in the meantime.
A little bit. Yeah, a little bit. Just go to check your ear.
Yeah, you muted Felix if you're trying to scream. I know.
No, no, he's waiting. Let me cook.
Let me go. Let me cook. Let me cook.
Just like But it needs to be silent because now he's just like, "Fuck."
Yeah.
Oh, but this is this is really insane. I know. I know. We had this discussion with
Yeah. We had
feelings over here.
One interstitial on that user base. I know it
to 75% of the user base is EK a day. How much is the AP per day?
100%. Okay. Okay. So, basically, if we play this, all they need to do is show five to 75% of the user base. They're earning 200k a day. Thank you. You have my number. Let me double your money. You
better go, Felix. No, no, but they will never do it anyway.
They won't do it. They just
there. They
impressive, you know. Great. Let's move on.
The thing is that they don't have a competitor yet. That's that's the thing. They don't have a competitor.
There's a Yeah. And if you don't have the competition, then
I've seen seen people going after
I've seen people as well. I've seen dead
people sometimes.
We We'll have this conversation again soon when somebody pushed them to the wall. So, we'll see. Yes. Yeah.
Can you add there just uh make it app you like unified apps and then above just add apps. Just add offline chess by Game of Asian. I just want to see what that like compares to.
Offline chess.
Which one?
Or just chess. Just search chess overall.
Overall
cuz the second biggest one uh scroll down there is $4 million. Yeah. Yeah. And
go go go active user base and then just unified app unified apps. Wow, they're dominating. 110.
Yeah. Insane.
All right. I told you they don't have competition. That's their biggest problem. Okay.
Next.
Moving on. Um, Dreamy Room.
Dreamy Room.
Room.
Yeah, that was [ __ ] hard.
Very, very hard game.
Yeah. Yeah.
It's going pretty good actually.
Okay. A day. But this is this is mostly
the revenue was it?
Yeah.
110k a day still on downloads.
This was not majority ad revenue.
It was
it was it was
Oh, it was 90 90% ad revenue.
90%. Yeah. Yeah. Yeah.
Yeah. Yeah.
I would say for this kind of a game, it's pretty good that we didn't see a bigger decline. So,
I mean, I think this has pretty good retention. I think this has pretty good retention.
The retention was good there. Definitely. Just don't even go here. Like it doesn't matter.
Oh yeah, this doesn't look whatever. Doesn't
matter.
Yeah, but yeah,
because if Yeah, if it has like really like 1% DAU uh 1% 1% 90day revenue like this would just die quickly.
Yeah. Yeah,
because there is no UA almost. So there needs to be something else. Anyway,
looks good.
But they're growing. They're growing.
They're growing.
Yes. Yeah. So that's the thing
Vietnam is learning.
I would say you know
growing that's the most important metric.
Hard to see cuz ad revenue is 90%. So it's hard to say like yeah IP ARP is growing but there's no ad revenue so it's
sure but still yeah but I think like there are changes happen changes happening because downloads are low IIIP is up. So what might
change is also lower. Yeah. Lower and change is the the profile of the users as well and the focus on IIPS rather than just ads.
Yeah. But you see see here somewhere here later like there weren't really big updates during the summer. Now they started pushing it.
Yeah. Yeah. Like toss because you know what's happened
Christmas you you laugh now but this is going to print money.
Yeah going to print money. Yeah. Yeah. Oh my god, they're going to squeeze
everybody with the Z.
We're going to get some more info hopefully on this when we're in Vietnam in November. So, we'll see.
Is it word search explorer next?
No, there will be explorer this episode. But before we're going to look at the game that took over genre that was, you know, one before.
So, this is Solitaire. Yes, my favorite game. My favorite game until you [ __ ] hit the Toy Story episode.
Yeah. Never never go Never past it.
Wait. Whoa. They're doing it, by the way. Very clever because they have the little stitch icon of the movie.
Whoa. That's so clever.
Yeah.
Yeah. Well, they Man, what do you mean so clever?
You have the IP. You have to do it. You have to do it.
You're so clever because it's in the contract.
Yeah. I don't know if it's in the contract, but every time there is a Mar Marvel or Disney or whatever movie and games with the icon icons, everybody changed icon, everything is in the game.
Yeah. Yeah. Always.
It means your UA team has two brain cells. Okay. Uh
no. Why are you so rude?
It's obvious that you would do it now.
I mean, of course, because if you don't do it, then you have the two brain cells because you you ride away. Yeah. Yeah. That's that's what I said. Anyway, number record 650k a day and still rolling it in on 550k. So, I guess this was this 8 day event. Lion King stick a new album. So, that's why uh it's basically the new album on September like new season. That's why we see spikes here. But
let me update the game.
Downloads wise, it's a little bit worse. It's definitely not 300k a day before, but still I would say in solitire category doing something like 40k down is pretty good there. If we go active user base, it's still pretty solid. Don't see problems there. I have
actually one more chart here and this is the most important one. Yeah, this is last 30 days solid category which means that Platika is owning Platika. Basically, Solitaire Grand Harvest went down and Disney Solitaire is still growing like 20% month over month.
Yeah. Because it's newer and better game.
Yeah. And then we have
now instead of sorry, instead of 10 million revenue, you have 25.
Yeah. Now they have 25. Exactly. And then we have Candy Crush Solitaire which we also reviewed which is doing 1 million a month and still declining. So yeah, like it's it's actually I I look at it a little bit. It's actually getting stabilized a little bit, but the problem is that the stable scale is really not
PK is the it's there since the very beginning.
Yeah. Yeah. It's basically this. So it means
it's the I mean which is kind of impressive but also quite
Yeah.
I wouldn't skate down that.
It is that it's just like I'm sorry.
Yeah. Like this is this is like again the curse of King unfortunately. But we'll see. Maybe they pull over somehow. But I'm not really let's say or maybe I'm really skeptical about this. Like just play Tikica owns the whole category for now and wipes the floor with everyone else. So we'll see what happens there.
What?
And they have they have a coupon of 15% more value on the on the on the shop which you can apply anytime.
Oh, really?
Yeah.
We shop for redirects yet?
I don't see. I would guess that they would they should have like super strong web shop game because it's play.
They're bragging about it on the earnings call. So for sure they have
target for like 40% web shop revenue. So I guess that at some point you will be jumped by a web shop. I
mean there's also ratatoui chef and cook you just cook meals there. Oh my god.
So good. You hungry?
Yeah. No, but I I would do any
Let's go word search explorer. Come on.
I want to see
one more. One more. So there's drama pops which we live reviewed with our great friends from Codeway and that thing is doing pretty well I would say scaled to kind of much more stable 1 million a month pretty much benchmark which is 33k a day.
I really hope I will have a surprise for you guys but let's not jinx it yet.
Okay.
It's regarding a short uh drama. true drama thing.
Yes.
Let's maybe look there a little bit. It's always there. But the interesting
I also wrote a post about this. It's the whole category. The real short is making 40 million a month.
That's
drama box is bigger though.
Yeah. Real short is doing 36 million last 30 days. Drama box is doing 32 million. Real short wasn't the first one when we review it before. It was was
it was already
20.
It's 22.
How much is this? Wait, if you scroll down, how much are they all earning together? Just want to see.
You don't see there.
Oh, you don't
you don't see that?
Okay, let's call it 50 or 60 mil a month, right? If I was the head of strate more
just first two are vering 70.
Yes, I was like something 100 for sure. 100 way past 100.
Plus also like sadness is like 120, right? Let's say that. But like if I was Netflix CEO, I would take a screenshot of that and go in and fire someone.
Oh, Netflix of course. Yeah. Like this is this is all like this whole chat screens like Netflix, you failed with your whole game strategy. Like that's
just I'm just so amazed. Like we talked about this 10 months ago and now everybody's like, "Have you seen the new trend drama?" Yeah, I seen it [ __ ] 10 months ago.
And there's nothing like they did like ahead of the hell industry with us.
Nothing.
Doesn't matter.
Yeah.
Anyway, let's go. This this thing just
goes on. So,
and we don't see the the Chinese guys as well because it's it went
Oh, the Crazy Maple Studio.
The whole category, man.
The whole Yeah. Yeah. The whole category. The whole genre. Crazy Maple Studio also came from China. Surprise. Surprised.
Surprised.
Okay. Yes.
Anyway, yeah, real short. Still digging it even though they peaked here in June, but I guess it will be just temporary because this is just I would say summer downturn and we'll get back here on September. My guess is they'll go even higher.
Maybe let's look at the Yeah,
don't worry.
20 million downloads a month. And how much daily? I need daily. This is something
I keep forgetting also 20 million 20% ad revenue on top of that as well. Yeah. Yeah. Yeah. 5 million active. Yeah. They'll they'll get there. They'll just like the steamrolling over this whole thing.
Yeah. Don't worry.
Anyway, word search explorer.
By the way,
this is this is very popular episode for
some reason.
It's amazing. His ad revenue is beautiful ad revenue.
Yeah. Yeah. People
Swedish success story is an Indian success story. It's just a great episode.
Sponsored by ads
cuz Felix sent his whole family to watch this.
Yeah, of course. Yeah. all
so downloads have definitely peaked during early
doesn't mean anything
part of the year which means that it's still pulling in 100 100 plusk downloads a day revenue is uh not really existent it's like yeah no ads offer what was it like 5k a day but again active users as always it's at record highs that
so how much is that 7.7 2 million
2 million 2 million plus basically
okay So when we did the episode, I estimated 157K a day in ad revenue. That was 2.7 million. So
140
May 17th. So exactly here.
So they even grew from there.
Nice.
Funny thing is rewarded 70k a day, interstitial 60k a day, banners of a day cuz banners are dead.
So what's the overall number that you you said there or it's now? Uh in May I said uh 150ish K and then probably now it's 130 120 somewhere around there.
Still pretty good. I would I would have guessed that like they would fall fall down sooner with this kind of UA set up.
Go to the category. Let's see uh how uh word search explorer is fairing compared to them in the last 30 days.
But this is definitely good. Like they're doing better than I expected. Now that I look at it, maybe this radar wasn't that bleak as I thought it would be.
Yeah, I mean it's we need to do Words of We did for words of Wonder, didn't we?
No.
Oh, we didn't.
We didn't. But like you you pitched it as Oh, this is going to be terrible. And it's like basically everything is going up.
Three sums up.
I mean, maybe it was just you as your
mood because you you start this as a very dark episode. Oh,
yeah. Because Curse of the Podcast.
Curse of the Podcast. Out of 15 games, all three are going to are going to hell. Jeez.
What's happening with Cryptogram here? Huh? Jesus. They were number two before, huh?
Yeah.
Yeah. But in terms of revenues, they're still number two.
They're doing it.
Yeah. Users not category has
active user base. Active user base is one.
I mean, okay, fine.
Active user base. Let's do that. You can also active user base. No. Words of Wonder is still much bigger.
Yeah. I mean, the Turks will never let that spot go without a fight.
Of course.
We should do the New York Times thing at some point.
We should.
We should.
Why not?
Cuz it's a waste of ad space.
Because they don't have that much ads, do they?
Like,
no.
Want to find that person in New York and shake them. Anyway, that was it.
If you go back, they make I mean it's just like what? Like seven mil a month, but this is not like
New York Times game.
Yeah, but Fug Games makes like 15. So yeah, they like 200k a day a day.
Yeah, I mean this not bad. Yeah,
chess.com and this guy I'll find bang their two heads together.
Oh wow. What What was here? Let me just check an anomaly. That can't be. Oh wowk. Big anomaly.
Yeah. Okay.
I know they have 200k baseline. Let's just say that. Yeah, very that's like that's great. And their downloads are I don't know what's the connection between the subscription to the New York Times and like all these other things. I guess at some point we need to dig into it because just important to understand it's only
what is important to understand when to stop.
Yeah.
Yep.
Right now
and now. Thank you so much. Bye-bye.
Thank you very much. Yeah. Go to the comment section. Please share your notes, comments, ideas for the next
episodes and whatever else. Obviously, see you in our Slack channel. And until next time, bye-bye.
Bye.
50 games. No.
How many uh how many reversed hockey sticks are we seeing tonight?
Not that many.
Not that many.
Welcome to the episode. sad.
There's going to be a lot of curses of the podcast as usual.
Obviously, you know, the curse of the podcast, some stability, some nice curves, but a lot of actual like tragedies seems to me.
Can I uh can I do the intro? I feel like I have a good one.
Yes.
Hello everyone and welcome to another fantastic episode of the Two and a Half Gamers podcast. Today we are reviewing our famous review radar where we look back on all the games that we have covered so far in the last quarter to see how they are growing or going down.
Yaku, what's in the rear view mirror of the last quarter?
Robert,
my name is Mata.
And my name is going to [ __ ] my pants.
Why do I think, by the way, you have the wrong mic on? I don't know, but it was so funny.
Sounds to me like it's the wrong default. Oh, it is. Yeah. Let's start again. Let's start again. [Music] Hey, [Music]
Auto-generated captions from YouTube — names and numbers may be misheard.
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