Now we go to the heavyweight tasty travels July 4th.
This is the Chinese already half a meal a day.
Dragon doing half a meal a day. This is this is the winner of the radar.
It's the dice drops made of golden [music] coins.
We're the two gamers [music] the midnight crew talking and game design too. Mate, feel shaku bringing the insight. We're rocking [music] those vibes till the early day life a master eyes on the prize. Tracking data through the cyerspace [music] skies. Felix sters like a wizard in disguise. Japanese craft realms lift us to the high. Two and a half [music] 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. Of [music]
course, this is going to be ASMR episode about games ready
brought to you by Slovak man. [laughter]
We wanted high energy.
Slovak ASMR. No, this is going to be another fantastic episode.
High energy. since every every time it's high energy fake back games review radar whatever. Okay, [ __ ] it. Welcome everybody. We're going to talk about games again, but we're going to review their numbers. Yes, please. I don't have anything to eat now, but anyway. Okay. My name is Mate Larage.
I'm Felix Pro
and we are your hosts. Okay, we can start with this [ __ ] Aku, please start. Yeah, it's
reviewing and we can go to sleep and then come back in 5 hours because it's going to be never ending episode.
Yeah, because we're recording a podcast again tomorrow. Anyway, so review radar number 10. So this has been ongoing for two and a half years now if you didn't know this.
Gamers.
Yeah, signature time. So let's look at what's happening here. So, we start with our favorite now on the podcast because of the
Oh, Lens of Jail. [ __ ] my life. [laughter]
I hate Land of Jail.
Lens of Jail, which we reviewed on May 26th. So long ago, because there's so many games reviewed on the podcast, so it's going to be quite uh, you know,
time travel. So this is happening with uh
Lands of J doing the same thing all over again.
Yeah. So it's basically doing okayish and yeah if we go monthly it's just like yeah 8 something million a month. Um actually if you look at the whole thing
hate seeing their ads every time we do a Creative AI review.
Yeah. So they're top 12 into the Forex category. I would say still doing pretty okayish like downloads wise not that okayish
come on this is not pretty okayish
yeah okay so it's getting worse
it's getting worse
but the revenue is still like you know you seen how these games kind of continue on their momentum
they were pushing too much during December
yeah but we know we know from our from our friends that this is not the company that runs forex games it's like I think their first forex games if I understand correctly either they're creating a new one or abandoning it. So that's my guess probably what's happening here. But they're creative.
It's just December, man.
Top notch.
I think it's it was just December.
Oh, hello. Hello there. I didn't see you. Thank you very much for coming to this episode. Uh it's brought to you by our sponsors, PVX Partners, the simplest and most effective credit line for marketing. If you're scaling your business uh and need funding, here's the
deal. With PVX Partners, you can grow your game easily and your business. There's no equity dilution. You can repay as you get paid and it's flexible fast and fully tailored to your growth. So you can secure funding in 30 days and get a term sheet in just 24 hours. Don't you wait. Take control of your UA budget without giving away of uh a piece of your company. Visit pvxpartners.com and uh see how they can help you grow your game faster and stronger. Don't wait. Go to pvxpartners.com
maybe. Let's see. But like yeah, downloads active users are still I think pretty okayish for them. Half a mill forex players is pretty strong. Yeah, let's see. Anyway, that was that. Then we have Bit Life which we review on June 16. Again,
this is a cockroach. This is never going to die.
Yes, we're going to see more of these on the on the radar today. So BitLife is
one of those very very custom unique games which basically this whole game is just a UIX UI play where you have of all popups and pretty much different chains of episodic and live events and all these other things.
If if people don't know what this is, just go and see the [ __ ] episode.
Go and see the episode. Exactly. Anyway, so this actually was hit the hardest with the curse of the podcast
as you remember.
No 16
wrong chart. Wrong chart. This is 65% ad revenue based. It's all about DAU IP like.
Okay. Okay. Let's see. June 16. You see how this thing kind of goes down like directly from that point on. We can go active users if Felix really want to kind of push it.
I really do. out.
So yeah, so June 16 somewhere here. So
yeah, not that cockroach after all.
Cockroach is going to die eventually.
So yeah, uh
still front is not going to do well. This is one of their biggest games, huh?
Still front for hopefully making a turn around here, but it doesn't really look good. Going to be still back. still boring.
But I'm just like super surprised why just like all the downloads went like exactly during our podcast went like just kind of staged downhill. I don't know. Well,
I mean they had a good run. That's a long time ago.
It's like six years. So
podcast was the tribute. Now they can die.
Yeah, that's that's the podcast curse right there. Anyway,
I'm sorry guys.
Then we had Puzzle and Dragons Origins.
Oh my god. My favorite episode 19. Yeah,
my favorite episode. All seven my friends watched the
literally
I uh I don't remember this but I see I'm there but I see I'm not really having a great time
either.
This was some kind of tribute game without gacha as I was extremely pissed off.
Move on. Move on. So much debt and nobody gives crap.
Exactly. So Jakob, next time when we tell you like don't do it, listen.
Yeah. Or you going to end up like this tumble weed, please.
Yeah. Like now I'm just going to release a podcast episode and then just going to put like 10 hours of tumble weed and that's it. That would that would actually earn more money.
Yeah.
Because I would put ads in in it on
and it would be way more views than this.
Anyway,
all right. That is my favorite Carnival Tycoon.
See, they already in this case they already was using ste stolen creatives because they just flipped it.
Yeah. Mirrored.
It's mirrored.
Yeah. This is June 23rd.
And if you look at this,
yeah, we catch it on the rising slope. is actually on a down slope now, but still doing comfortably something like 170k a day. And
you know what's that that valley right there? What?
That's when we talked about they're stealing the creatives.
Oh yeah, maybe. But they're still doing I think pretty okay. 40k um
using the lumber creatives. Not bad.
Exactly. Active users revenue. So I know it's still pretty stable.
Yeah, this is still pretty stable. We'll see. Maybe they also need to level up a little bit because Top Tycoon game is kind of pushing on them pretty hard.
Yeah. And that's that's why we didn't talk about Top Tycoon because my god, it's the same game, but it's even better.
Yeah, exactly. Anyway, Raid Rush, the second review. So, Raid Rush,
the second review.
I think we already reviewed it before.
No, never really. Yeah, it's because we worked on the game maybe couple of times.
You gave a nice little weight.
Okay. Anyway, so this was June 202.
I don't know. Maybe I just like again too much too much games played. So June
30% ad revenue according to my estimates.
Okay.
Here 27 26
really.
Yeah. I think pretty stable. Pretty good downloads wise I guess. seasonal, not that big. Uh, the important fact here,
go into the category here because this is
exactly that's what I want to say is cyber defense.
Dav defense, one of our favorite categories that we keep reviewing all over again, not the download one. So, revenue one, it's actually top eight.
So, throw and ad revenue there is probably top five.
Yeah. The problem is that if you take all the other games, those are like heavy heavy Chinese Asian game. So
actually as for the western game, this is probably the biggest game either Watcher of Realms or this. But if you look at Watcher of Realms, it's actually going down if I remember looking at it from the last because Yeah,
I like this game. It's one of the only games I still play after reviewing it.
Watch.
No, Raush play is going down. It's just like Yeah.
Raid rush is pretty solid.
It's very It's very solid.
There you go.
Whittle Defender
June
10% ad revenue.
So, this is actually the usual hobby postaunch curve.
Call it the hobby curve.
Hobby curve.
Say it as it is. which is basically this kind of a sharp sad sad dinosaur.
Unless you unless you're in a mood to ski, then it's perfect.
Yeah. So, this is Yeah. Not doing really
well. Something like 40k a day downloads wise. I think it's also pretty anemic. Yeah. Like not much there. It's been the thing that we've been talking about even in the previous episode about the whole hobby portfolio. They just need to kind of throw these games out so fast. So, they die later than the games that they throw after them. But yeah, let's see. Because they're basically back again where they were at like start of September last year.
And what's the moral of the story? When you abandon ads completely, it's not a good idea.
Really? That's what we want to get here.
That's the moral of the story. Okay. Or we just get the better UA team. Yeah, that could be the other moral of the story.
I mean, honestly, yeah.
And split that.
So, I told my boss I made a playable app with Playable [music] Maker
and he said to me, "What language did you code it in?" And I said, "I don't know. With Playable Maker, [music] all you do is drag, drop, click, and it does it all for you." So, again, he said,
"What language did you make in?" I'm in I don't know, English. [music] At the end of the day, as long as the Playable Maker does it all for you, why do you care? It's just like magic. [music] Arrow.
Let's Let's move on. So M looking.
Yeah, of course, man. Like it was it was summer.
Jesus.
This is July.
Mighty looking like you should. I'm wearing a shirt.
Yeah. Yeah. Yeah. Was that was the date actually of this?
This was this was a date I was running from a wedding to a podcast.
We thought you had a job interview. I remember interview McKenzie.
Mckenzie. [laughter] You scroll scroll down and show me the the date.
Yeah, July 3rd.
July 3rd.
Yeah, perfect. After the two years sailing on the sea, what do you expect?
Anyway, FPS Strike Ops Modern Arena. There was this shooter that we talk about which is already did
11 million downloads from last year and it's still doing quarter million downloads a day. Still,
this was 100% ad revenue based.
Probably some few percents here and there.
It was 99.64% ad revenue based according to my estimates, but
not even a percent.
But it was super undermonetized. It was crazily undermonetized.
Still like four 4 million. Was it DAU?
4 and a half million DA.
It's exactly the same as when we reviewed it then, right?
Yeah. Yeah. It's it's actually higher. Like I would little bit higher like what was the lie? So then I said 57k a day in ad revenue. So plus minus 20% there.
It's higher actually.
Yeah.
So how much is you said it's going to doing a daily
when we reviewed it last
because it's under
and also horrible geos. It's like really bad geos.
Oh yeah. We need to look into that. Yeah. That's [laughter] India, right?
India, Philippines, Vietnam, Pakistan,
Mexico.
US on the what? Seven spots. Yeah. Um, still still I guess makes money for someone that's created it pretty well. Anyway, of course
Mus which we covered this exactly July 7th.
I'm going to leave I'm going to leave the podcast.
It was
Did you get undressed again?
Yeah, of course. Yaku. It was only Yako and me because you were whatever were somewhere. I was so dead and I was really happy not to be there. I was like
Exactly, man. Like it was just a monologue. He was he was talk he was talking constantly. Yeah. For one hour and I was like let me die. Please let me die
between these [ __ ] horse girls. Oh my god. Just please be m
Yeah. So this is actually
just wondering what would happen if everyone who played Uma Musu just got laid on a day and then just like see if the revenue would drop.
One other thing I wanted to show you is that this is actually still having ah yeah where we are this is
the revenue has dropped. No, no. This also has a steam component. That's
No, no, no. The revenue track. Yeah, the line just like downhill.
That's not That's not true.
This is This is Japan only four years. Let's talk about last year.
All countries. It says all countries.
This is all countries. But let's talk about just last year because this was released for the West in u
Why do you defend this game so much
which means it's going downhill.
It's stable. alltime revenue and it's going [ __ ] down.
All time revenue is down. Of course.
Yes.
But it's stable in the west.
Stable in the west. Oh man. My god.
The US component is really big.
US component is really big.
It's making like nearly half of it revenue from what?
It's not dying. No, it's super stable.
Well, 30 million the month is bad in your in your opinion. If you look at the 100 whatever monthly
course it cannot reach like prime. Of course it cannot that that's different. You would need to be you know there will need to be like 10 times more horse racing exhibitions a year.
God no please no.
These are by the way these guys are the main sponsor. They have their own track in France other things everywhere.
We know I heard the monologue.
Yeah. So there anyway.
Knit out.
This is going to be dead.
Knit out. Oh, the HalfLife on this game did not do good.
July 10th. Yeah. Ah, it's actually pretty good. So,
I am proven wrong. What's the revenue there? So, July 10th, we caught it up as it was scaling up and it's still pretty okay. 67K is not moving anywhere.
Yeah, it's not like it's one of those like typical rolling games that's like, you know,
yeah, getting slowly die properly,
man. Like, it's not CK only. It's like
there's ads. 70 uh 70% IP 30% ad revenue.
Okay. So it's like what 100k
100 something? Yeah, for sure. I mean with a set multiplier,
but it's one of those games that only does like again like nice, you know, nice part of their strategy and it's like they always need to make these shots in order to have coral blockcham eventually out of those. So again,
this was rollick, right?
Yeah, good. Of course, take two. That's Rolex, you know.
So that's there. In my opinion, it's surprisingly good state because I was expecting seis. Let's assume this be like half of
now we go to the heavyweight
tasty travels
July 4th
top this is the Chinese
surely half a day dragon doing half a meal a day
this is this is the winner of the radar to be honest
because this is just like amazing and downloads are the other part Jesus [ __ ] feeling like there's snow
tomorrow.
This is amazing.
Yeah. And active users also like this is just like top notch in every single [ __ ] metric.
Imagine going into the category where it's so crowded
being a forex company
and just elbowing and then
I mean you know I can't even imagine like how Merge Mansion is feeling right now. So, it's number two in downloads after Gossip Harbor. Already took out Travel Town, Seaside, Escape, Merch Mansion. That not even here.
Where's Merch Mansion? It's not even
Where is Merch Mansion?
Oh, let me check. Need to do search function.
No, but no, no. Go, go to revenues. We'll still find we'll find revenue. Download.
Serious like it doesn't matter. Like, you are not in downloads.
Yeah, that's what I wanted to show you.
No, I mean like what 50. I mean, still doing 10 mil. Still doing
10 mil a month, of course. But, but
let's look at revenue. Let's look up our revenue.
I just need to reorder the chart here. Give me a second because visualization goes down.
Tasty travels is number four. And here's the 10 mil that Matthew was doing on number six spot now. Not even top five. My life
cuz Merch Cooking overtook it, which I guess we need to talk about. How the [ __ ] is merge having this renaissance thanks to 80 mil?
You know what I'm going to say? You know what I'm going to say? You know what I'm going to say? It's all because of flawless UA. It's not game design that's innovative here. It's not game design that's getting innovated here. It's the UA.
I think live ops innovated monetization to those liveops things.
Yes. because that's this is the the whole series around merge mentioned they didn't have like this a strong live
guys the other thing that I wanted to show you
I know I know
flaming is already seven
yes and we we discussed this with in soft launcher like there's a new game
there's a new game yeah yeah it's already [ __ ] growing like crazy I know I know
and imagine what would happen if the icy hearts gets here the other soft launch
yeah it's going It's going to happen.
They did eventually which I'm going to look at.
It's like it's mindblowing how Gossip Harbor can do 80 million
a month.
80
80. Yeah,
I know. 80. It's like
just say it. It's just unbelievable.
It's unbelievable. It's unbelievable.
That's like match three territory. It's just amazing. I mean, if they're going to grow like this, they're going to be bigger than
And it's much territory already if we just count them up because this is what 16 plus 7 is, let's say, okay, 23. So, it's over 100 already.
Over 100 this microphone,
you know, freezing families can get you as far.
But yeah, but uh yeah, it should be a UA war. That's it. Like this. It already is.
Who's this? Winning games touch the sky.
Exactly.
Yeah. Anyway,
yeah, the mystery town merging cases. I'm already seeing quite a lot in the in in ask.
Yeah. Yeah.
Who's this?
Yeah. I already posted in in our in our chat.
Oh yeah, it's on it's on the list to do.
Okay, let's do this later. But yeah, this is just like the biggest grow one of the stories after Kingshot, which is the same company. [ __ ] Okay, next. Next
favorite.
Granny. This is a great episode. I love this is my favorite episode I think from last year. This is great.
You know it's very serious episode because you see my mustache.
Yeah. Yeah.
I was very serious about
this is July 28.
Always when you're scared Mate grows a mustache.
Yeah. Mate [ __ ] his pants because we
were playing Granny and Granny is actually doing what Granny does 200 still.
Thank you very much and thanks for the monies.
2 million DAU. That's it. Like [snorts]
if we go at the whole portfolio because we know that there's granny granny this granny that and like 20 different granny's. Let me just double check. Yeah, I think even though it's going a little bit, but I guess this is seasonal because you see this is July, second July, June.
Yeah.
Yeah. But still having 11 million downloads as a single developer is [ __ ] amazing. So, yeah. What was the thing you said, Felix? How much it does?
Uh, I have here 50k a day.
50k. Just the one.
Yeah. But let me double check on the adups and I'll get back to you.
Yeah. So I guess if this one does 50k, the rest of it is basically the other download. That's which means it is
probably 100k a day for the whole guy as for the company. Yeah.
Let's check the website. Let's see if he has an abs.
We haven't seen our episode. I hope so. You should.
I mean level develop it. Nope, he doesn't. So no, instead of being 50, it's going to be five.
Okay, file survived.
Yes, he's my favorite port. So finally there's a win for fun plus after the blunder with DC dark legion which is now doing quarter a million a day downloads wise I think it's doing very good.
Yeah a day
this is very solid.
Yeah. Yeah. So if we look at the fun plus portfolio and their actual kind of a thing
portfolio we need to do foundation by the way it's it's blowing in my Facebook all the time and not only on mobile
on web
on web as well.
Have you seen the series or right
you seen the series or not?
What series?
Foundation.
No sci-fi series.
This is an IP.
Okay. Okay. just saying that t survive is pretty much the biggest fun plus game currently on the mobile portfolio that we see not counting on the web store. So that's because I would still be a little bit kind of cautious here if stuff like state of survival isn't even bigger with their web store stuff if maybe it's like you know very seasonal player base but let's see
exactly
good for them and for those who didn't saw it go watch it because it's basically last war and dark war
exactly talking about talking about web source guys thank you very much Fastr this episode is brought to you by sponsors Fast spring no drama D2C partner that's been scaling with mobile publishers for over 20 years. If you need the new web store or replace your current D2C setup or add a backup plan, Fastpring is here for you. So go to Fastpring.gg, check it out and start your web store in no time. Fastpring.gg.
Thank you very much for sponsoring this episode. There we go. And we have another summer mate episode from the sunny August 7th. which is Vard Drrome 3D which is still doing very good 50k downloads a day of course it's not doing what it was doing before which was 300k a day but as we know this is not really an what was the ratio Felix
50% so double it up
okay
50k a day
50k a day I say still pretty stable and pretty good like a big
hope that's Uh yeah, for a mini clip that's pretty good, huh? Yeah.
Yeah. So that
and you said there was a lot of low hanging fruit you could do here on the game design that you could do, right?
Of course. Just call me Mini Clip. [snorts] Anyway,
I'll call you.
August 11. So if you remember, there's this game called Make a Assemble.
That is basically uh maybe show it a
little bit here.
The game is basically like a survivor iOS town. Yeah, customize your robot thing which our Chinese friends didn't believe us. It's not Forex, but it's not Forex. I knew it because we played it. Even though it looks like Forex, but this scale all the way tok somewhere in July, now it's declining, which means it's definitely not Forex or it's a failed Forex. Yeah, this didn't really work well, I guess. So, maybe it's working well in China because we know it's Chinese developer, but it's definitely not working well in the US. It's downscaling. Anyway, Car Match August,
it's the same thing. Yeah,
Car Match got stable.
I was looking at it. It's just 2 million a month.
Yeah, 60K a day. Now was kind of going higher. So, I guess this was a good run by ground games, but not really the one they had with Magic Sword, which is still their main kind of bread and butter game. They had the two new games on the let's say
going after Block Blast. Of course I said it like that that's going to happen. So this is not block plus. This is color block gem.
Color block
of course. And then there's the block star puzzle which is the IPdriven kind of royal mage style heavy puzzle mechanics based progression of block blast.
Yeah, it's too polished for I think
there's three companies going these road currently. Spike is also doing the same thing with cube master. So we'll see who kind of going to be there or if they're just all going to meet in a giant graveyard because that's also very possible here.
That's going to happen most probably.
Yeah.
So we were talking about the the actual retention and I said one year retention is 10% for block blast. People are like oh it's not not possible. It is
that is 100% true.
Yes. I mean that is that is the cap. That's the number. So
you don't employ like Yeah. No, it's 10%. is absolutely crazy.
I think people don't understand that in
gaming industry there are things like philosopher stones and like like series of eternal youth. You just haven't seen them but they exist.
They exist. Yeah, they exist.
And it's called block blast.
Exactly. It can turn air into money.
Yeah.
You remember my uh my New Year's prediction, right? So yeah.
Yeah. Yeah. Anyway, so just finishing the portfolio. Magic sword is still kind of scaling up. So they're definitely doing well. It's just Carage is not the priority, I guess. And they're probably shifting towards the block block genre. Another shot.
What? I think K still has it to kind of skill up.
Yeah, that's No, like seriously, the game is good. It's just too It's too easy.
Too easy.
Yeah, it's too easy. Like you have cars, you have all like it's like come But this is the this is the trick with their whole model that they take a game that's mainly ad driven and they or genre or whatever and pretty much put it into the usual puzzle match three equation.
Sure, but you can't
difficulty takes a lot of time.
I know. I know. But you can't really
play 180 levels in in half of a day. That's that's [ __ ] with like zero zero difficulty.
Yep. Yeah. Yeah. Okay. Moving on. V race when we finally win evil mach on the podcast
as you see here.
This was August 25th and
oh my god this was that
Yeah, this was that exactly light bomb.
Not light bomb like this is the game that took my almost like half of the life
really from me. Yeah, of course. Because I played this for a long time and it pissed me off so many times. But you kept playing.
I kept playing because well I Yeah, I wanted to.
So So this is only on iOS. I don't know [ __ ] why.
It was on It was on Android afterwards. Well, it's just different game.
Yeah.
Different name. Doesn't matter.
Okay. So V what was the other game,
right? It was Vul, but it was something else.
Whatever. It's going.
That's the point.
All right. Last one. Take us home.
Two more. Epic plane evolution.
Yes. September 1st.
Interesting.
Oh no, that was the last one. Sorry. Epic F evolution is doing pretty well. K downloads a day. Of course, is a ad revenue based game. So this is
Let me find the numbers.
20K a day,
84% uh ad revenue based.
So active users, the important chart, Felix says it's 1 something million. So it's not that bad. And this is even though India is the top one, US is still pretty big. It was pretty big. It was the biggest before like 100. Yeah. So this is voodoo. This is not uh the shooter game that we talk about which is like third world countries only. This is again pretty good traffic. You have US there, UK, Germany and stuff like that. So I think this is doing pretty well and surprisingly the game was pretty shallow as for its all kind of rules and
everything and even though that yeah I guess it's scaling still on good CPIs and all these other things that we seen there but I'm guessing it's not going to turn into another like all in hole or whatever.
Oh that's not
Yeah. Yeah. Let's see. But Voodoo itself, I think it's currently a little bit struggling with another IP hit as for what they can find here because if we order by revenue, it's still more control by far.
This is Blast. What is this?
Yeah. And this is Blast, which is the
I know what it is. I know what it is. This will be the story of next year that we're going to analyze to that very soon because hopefully we'll have people to talk about this game from the other end of the spectrum when they actually 10xed this revenue instead of what Voodoo did during the whole year. So yeah,
nothing
which is going to be one of the biggest breakaway hits of the next year I guess which already is
already is kind of now. So yeah,
you will see it soon. Let's not spoil
it. And anyway, that's it. Well done. It
was Yeah, it wasn't that bad. So, we actually So, there's only what like one curse of the podcast and then the rest was kind of like okay with few hits
pretty much the usual. Everybody's kind of stable. Also, Tasty Travels crashing [ __ ] everything.
Oh yeah. Yeah. And then uh few of the guys are pretty much dying and the you know elixir of youths are still working as for Granny and all these other games whatever the FPS game or or like Granny is like probably the guy is just like set for life. That's it.
I mean of course it's not bad. See
until the algorithm changes maybe.
Yep.
Now what algorithm? You mean like
organic ones? The same on subway surfers has been surfing on.
Yeah. For 10 years.
Granny works on not or organics. It's just YouTube videos and the streamable content. It's
Yeah. But like if how linking algorithm for instance changed and like completely
if people stopped producing videos about it maybe. But why? I mean
yeah they're still producing videos about it. Of course
that's the thing. That's the thing. like it's not just magically on the top of the charts getting
watch the episode get see mate she sh she sh she sh she sh she sh she sh she sh she sh she sh she [ __ ] scared and stuff like that
get my sheets scared mustache
anyway yeah that's how it works okay thank you very much guys for for listening join the slack channel if you have any any recommendations for the content please share we most probably won't do it but [laughter]
thank you for suggestions
but we will put it into we we will most probably do it immediately That's a very important addition. We'll put it into the backlog. And
no, but honestly like third of the games that we you were viewer tipped.
Just not can't do it immediately because we have
backlog
a content pipeline. Thank you again and see you at PGC. I guess if you want to
go to the all our parties, let us know. I'll post the links in the show. Then happy new year. I guess this is already like 2026.
Yeah.
So
Auto-generated captions from YouTube — names and numbers may be misheard.
Distilling the key insights…
The mobile gaming industry is currently defined by a volatile landscape where long-term viability depends less on innovative design and more on aggressive user acquisition, sophisticated live operations, and hybrid monetization strategies. Most titles experience a gradual decay in performance following their initial launch peaks, as games relying exclusively on ad-driven revenue models frequently encounter unsustainable growth ceilings. Consequently, the market is shifting toward high-performing puzzle genres, such as the dominant block blast style, which demonstrate a superior capacity for sustained engagement and monetization.
Current market data reveals a stark divide between top-tier performers and struggling titles. Success stories like Gossip Harbor have achieved significant scale, reaching $80 million in monthly revenue, while Tasty Travels continues to lead in download volume. In contrast, many publishers, including Voodoo, are finding it increasingly difficult to replicate previous successes, leading to a strategic pivot toward proven puzzle mechanics. Meanwhile, titles like Uma Musume are stabilizing in Western markets, and others like Make Assemble have failed to maintain their early momentum, underscoring the high level of competition and the necessity of constant content updates.
Ultimately, the ability to survive in the modern mobile ecosystem is contingent upon the quality of user acquisition and the integration of viral engagement strategies. Platforms like YouTube have become essential for driving the visibility required to sustain a player base. As organic growth becomes less reliable, developers must prioritize consistent content creation and data-driven monetization to navigate the industry's inherent instability. The transition toward these high-engagement models represents a broader trend of professionalization, where technical execution in marketing and live services often outweighs pure creative novelty in determining a game's longevity.
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