Who is Tripledot & what do they do? The History, games portfolio & estimated profits

yeah so bonuses 3 years ago were a hell of a lot higher uh I and pretty much all networks probably pay them bonuses to test with them as well right so I would probably set the bonus per year anywhere between 30 to 50 million in terms of payouts with the majority of that probably coming from some sort of mediation deal there's no way you can know that that's just complete guessing from the outside so it's basically threee mon exactly so basically that means most likely that from the last 3 years of operating triple dot there probably is a count somewhere with 600 to $900 Million worth of free cash basically that they last years from the last three years which means that you can quite easily buy a company that cost 900 million because I'm sure a banker would love to structure that [Music] upix withs making those coins R jack up World chasing the with the two and a half Gamers the midnight crew talking UA

ad and game design toing the we're rocking those vies till the early daylight eyes on the pr tracking data through the Cy fix colors like a wizard in disgu Jacks CS us to the want gam talking smack slow hockey sck got your back areful they the way click it fast don't delay ah [Music] [Laughter] well that's that's how it is Hello everybody welcome uh my name is Maan I'm Felix bber and I'm and we are your hosts that is right it is today what are we talking about we are talking about we want to do a special episode yes

yes because uh we want to do a special episode on the back of some bombshell news that leaked this week which is that a l is selling its gaming division to UK firm triple dot for 900 million doar and we were shocked not about the deal but we were shocked more that a lot of people on LinkedIn were shocked about this news so today we are gonna yeah we are going to go we're going to dive into like in this episode who is triple Dot and what does triple dot do and we already talked about one of their games right exactly in the in the big episode that we had before with triple tile and triple match exactly and for those who don't know triple dot is a casual Studio based in the UK that monetizes 99.3% with ad revenue and that's according to my estimates we're going to go into that so we're going to talk about their portfolio where we're going to have a look at their their biggest

title woku uh I'm going to estimate their overall revenue and the overall profit from the last three years and essenti I just want to Preamble this a little bit because basically in Mobile once you earn I AP Revenue it's like firing off a giant flare gun uh to the development community and anyone with sensored Tower aess can pretty much in real time track your prog progress and see if your project is worth copying or not I AP revenues loud Brash and easy to track whereas ad Revenue the second income stream for mobile apps is opaque concealed and difficult to estimate in mobile ad revenue is quiet revenue and iip is loud revenue and you usually need an Insider to help you calculate and estimate what in a studio is actually earning lucky for you we have our own Insider yeah awesome or or you actually follow the news and that's pretty much it or you

can kind of like understand how gaming works that's it yeah exactly so I estimate that the mobile ad monetization Market pays mobile Publishers between 38 to 55 million per day uh to show impressions in their apps so that's my estimate and basically that means that mobile Publishers on mobile collectively collectively receive between 14 to 20 billion dollar a year in ad Revenue uh that's kind of a far cry from the $142 billion that the Play Store and App Store are estimated to have generated in 2024 however ad revenue is not subject to the 30% Apple and Google tax and AD revenue is pretty much generated away from prying eyes and in ad monetization there's about 10 companies that earn over a million dollar a day in ad

Revenue triple do is one of them uh I basically categorize them as a premium premium developer of games that monetize with ads anything you guys like to add to that Hy do I get it right what you said that like overall yearly it's around 15 to 20% of mobile Gaming revenue coming to ads driven right I mean it depends how you want to count count it right so like if 142 is generated by the Google Play in app stores last year that means $40 billion of that is tax right so if you minus that then basically it would be 20% I don't know how you want to calculate it from like a publisher perspective or general perspective right that's that's and Google Play excluding China and all these other yeah okay I just looked at the top line for the App Stores from estimates so yeah China that's another episode yeah I know like think because you know we know that like for instance we games they have their own Ed grossing charts basically just

saying so we have our own yeah IOS and Android are not that big there right so yeah yeah yeah so let's talk about triple dot yakob when was Triple dot founded 2017 exactly well done all right so triple dot uh founded in 2017 uh the founding Trio I guess their ex Facebook and basically was Facebook that's for that's that I know for sure yeah and basically they really know what they're doing on the ad Revenue side right uh so let me just show you something here let me just do a screen share uh so uh yeah Felix struggling with the screen share again yeah it's just cuz you know yeah you know because that's that's that's what you you do always anyway of such a good intro you know there you go yeah yeah yeah so uh triple

dot was founded in 2017 right so this is their overall publisher downloads uh since 2017 and essentially no like they were pretty much steady at around two to three million downloads per month until 2022 when essentially they raised $116 million at a $1.4 billion valuation and you can see here that's really when they started to kick things into a higher gear uh before the raise about4 million 4 million downloads per month after the ra uh raise they have pretty much average 10 million downloads per month uh without skipping a beat without missing a single month sometimes this Peaks at 15 but basically they've never been below that again and don't forget in 2022 they also bought uh Z get mobile mobile okay uh yeah exactly we'll get to

that but essentially uh the most important thing to know when you're talking about ad Revenue that is the active user base because essentially by the way do you think if if they they haven't raised uh the money would they need a a partner for for scaling UA maybe we never you never know but I mean I think they raised their money for that but what could they have done in raising M but instead of that they could talk to pvx Partners although I think like back then pvx Partners haven't existed yet but you know what today's episode is brought to you by our sponsors pvx Partners the simplest is most effective credit line for marketing because if you're scaling your game or your company and you want to scale like triple lot and you need funding you don't need to raise series a or series B you can talk to pvx Partners there's no equity dilution you can repay pay as you get paid it's flexible fast and Tyler

for your growth so you can also secure funding within 30 days and get the term within just 24 hours so you know take control of the UA without giving away a piece of your company so visit pvx partners.com and see how they can help you grow your game and Company there you go um I don't know we've done these ad reads now for a couple of weeks right and I still want to meet Tyler sorry one correction does that acquisition was 2024 2022 yeah yep just saying all right so basically oh sorry yeah yeah the active user base is actually what you want to pay attention to uh when you're looking at ad monetized games because that's essentially what earns you revenue and that's how you can kind of estimate that uh I try to pull uh active user base of triple dots since all start or since the start but uh sensor Tower crashed on me so I just here to snapshot of the last

30 days right so it's according to sensor Tower 8.3 million da uh that's nearly the size of my country Sweden but the most impressive thing here is right is that the second largest Geo after India is actually us so that means that they are going to be earning a lot of AD revenue from that because essentially the US is where you have the highest dcpm uh do you you want to talk in anything about the games overall before I jump into kind of the estimate on what I think these guys have earned in the last couple of years I can take on games yeah I think we can we can talk about the acquisition that you that you corrected me uh I I'll go into it when we're doing the estimate as well okay okay okay CU there's one more one more acquisition and then one which I don't think happened but it was somewhere in in Peach Book

which was touch 10 games and I've never heard about these guys and I haven't seen these their games on their on Triple portfolio but it's apparently there is some connection yeah okay um yeah trying to trying to look what what I missed there but like I think it's yeah this is zir it's it's it's accounted here in triple Za zair is there yeah Za is is there Z is for instance jigo puzzle uh and stuff like that when I was doing the estimate for the revenue basically I think they're in the process of moving things over from the sephr account to the triple dot account because there's a couple of games that are still in seph's portfolio on C Tower and there's a couple ones that have moved over that are definitely zhr yeah but ZR is get color hay color or math crossw word and math crossword is zir yes that's zir crazy yeah of course but it's it's

air oh okay okay based on some some articles and information so very briefly like pretty much voku is the game that put triple do on the map when it started scaling heavily in 2021 I mean we need to say the they start the company uh on the back of the the soliter Classic Apps like that was the the in initial ideas and like the games they they had yeah sol.com literally the game soli basically classic solders yeah which was doing like million downloads a month Evergreen yeah Evergreen yeah yeah now being disrupted as we talk with all these Sol yeah yeah but that's a different different topic anyway moving on uh then comes triple tile right after voku summer 2022 we already covered that game in great detail in our triple match fight episode where we compare it with triple match triple tile and what was the last one boom triple well triple match

triple match 3D yeah yeah triple match 3D uh then there's the get color water sword puzzle yes yeah that's zair uh that's been added from that acquisition I guess into this account and then nut sword is again zair yes that's Z again right and then currently the biggest scaling game in terms of downloads not active users that's the difference phix said is the m cross word which we're going to look into in a moment ler yeah and then voodu blast right which I don't see here but it's supposed to be here y yeah because if you look at the curve just briefly um this one so this is voku blast which was one last year October and it's literally doing now half a million downloads a day yeah no that's active user base that's your active user base which is the correct metric to look at well done 40K downloads day and it's like at half

million yeah that's stuff and Matt crosswords is also scaling like crazy which is currently at something like 70 700k active users and downloads wise is also going those 200k a day yep there you go that's there uh if you look briefly into the games themselves so itself I think we already covered multiple games that looks like this but this is the og1 uh that's what I wanted to ask and I'm I'm sorry for being an idiot here but was it what was woku first and then block blast or the other way around I would guess block blast was later is that so okay because then vok what is what they're doing is just oh hello what the block plus is doing on the creative side let's just take that and then use it in our game uh we need to check that we need to check we need to check that because that's very important in in this and also I mean

when we had Anatoli from Bernie games there is definitely yes play is there is there are some similarities not only in creatives but in the gameplay as well so because you know it's very important because they have voku blast which is there you go yeah voku is definitely first BL blast started scaling somewhere like 2022 which was two years after okay yeah you never know you never know it's good it's good to have it it's good to in the same graph yeah exactly so back to the point so voku is basically kind of similar it's their Flagship title basically Empire so uh it's again this kind of a tetric iteration where you are having three blocks at the bottom that always comes and you need to get rid of all of three and put them onto the board uh you're getting points based on your matchups stuff can be like destroyed in that three style manner if it's a whole

line or whole column or Within These full squares squares basically yeah yeah like exact like kind of very similar to playu like as I said like playu is Lally taking this uh this is the classic Mode uh where you just pretty much go until you run out of space on the map and go for the highest scores possible which I won't go into like full now yeah and then we have the daily challenge there which is like a Prett usual thing if you just go to blog blast episode this is exactly it but in in brown actually voku Blas will be even more you'll see and then they have their Journey which is again uh single player content structured where there are these mechanics where actually you need to collect stuff so it's a little bit of level design there and that's there uh there's interstitials there's ads in between and so forth so like nothing heavy regarding the progression it's very very easy uh regarding the voku blast it actually

starts different it starts from the level Saga first and then you unlock the classic Mode which by the way the level Saga seems to be uh much more polished I would say yeah shows uh it's yeah you can see that the the the even the colors are basically the same as as block blast uses and I I would I would expect that like yeah there yes I mean like is on his way to overtake Subway Surface in daily active user base so you know what like good thing copy them like something that works exactly so going here so here for instance we have a level where you see that these balloons you need to have continuous destruction of the same block pretty much in order to to kind of destroy them and again same setup here that there's three blocks kind of falling there on the bottom and I think it's very good kind of D

difficulty uh adjustment here because the block that are given to you are I think it's not accident that they know what they're doing regarding the difficulty yeah but that's there there's uh not going to continue here let me go back to the main menu so there's the classic one there's these like even like a saga I would say and that's it basically like we have basically as usual like games you don't really need that much it's the it's the main part is like hidden um in between in the behind the scenes with the difficulty adjustment in between you mean in in interstitials yeah in between the inter Also regarding the setup of those inter is very important yeah of course uh finishing the thing with the Met uh gross puzzle which is kind of kind of unique to be honest I think this one looks very very polished and very like I Pol like all the games like I would say

this is on top of these like ad driven casual games which are like this is even this is not even hybrid like it's not hybrid it's like 99% at Revenue like there's not even shop so I don't think so there's even possibility to have any IP Revenue in this I don't think so say 99.3 right 99.3% yeah exactly so what what you're doing here this is quite interesting so you're basically solving simple math which if you do you get graded with points and uh yeah that's it and simple to you maybe that looks pretty to I I know yeah so let me let me just finish looks pretty hard to me this one level and we'll see so yeah this this basically how it how it looks they have a progression here actually so you are growing your plants or whatever like like you see here that that like these are nobody cares about the plants yeah

nobody cares uh yeah so we have our plant collection which again Rose cordana I don't know what this is and there's a lot of them that you can grow so it's a little bit of like at least some kind of visual thing but again that's the usual daily challenge uh we were here then there's player ranking as per usual uh there's expert mode by the way which is kind of hard oh it's kind of hard oh okay it's like it's not only you need to solve the ma you need to solve the combinations of the M because here it's it's in it's in the ads I mean like I I was looking I like what's happening yeah what should I put there quite hard so yeah um I think they've done it pretty well and Banners are by the way always uh present both in the menus and both doing core gameplay so so that's there and yeah I think this this works pretty great as for like these

very very kind of skinny feature set games that are like expertly done through the ad Revenue setup so those are the like the main titles go go back please for to the center Tower here and then just put the the revenue MH because if you look at this there's nothing not nort maybe does some something there and nort is the title that's uh again the Sorting thing similar to the uh what What's the other title that they have there this is seph right color get color or hay color yeah so instead of U WS of colored water you are actually moving these SC yeah yeah and this is this is I think I would guess it's like 10% 15% uh IP Revenue driven maybe I don't know that would be my guess like it's still heavily at Driven like

everything is driven 0k downloads a day come on yeah yeah yeah yeah but it doesn't mean that it's not working it's just a different model and it's hard to do so yeah and and this is the important part I think like this and carries the message that literally reminds me of this like one scene from 13 Warrior where the guy was like faking the the battle and like and the end he killed the guy because he could kill it at any point and and he just said like oh now he needs to count with something he doesn't see anymore CU that that's basically Ed Revenue like you need to come with something that you don't see pretty much in the charts what a great analogy oh my God we kind of went full circle from from the from the intro I guess yeah iip is loud Revenue in in a it's quiet Revenue yeah think about it iip revenue is like the loud brackish red Lamborghini you have on the store and then like ad revenue is like the Aged Swiss Revenue like family that just had

wealth no it's hidden Inland never see them I is here because it's kind of it's basic Revenue because even like an idiot can read the graph if if you have if you have ad Revenue you actually need to understand how it works and then have feelings yeah like yeah but still even the thing with like oh this is ton of downloads it will have ton of add Revenue this is not true because if you don't see the country filter like it's a active user base is what you need to go off exactly yeah it could therefore you know yeah and on that note do you uh guys want to jump into my estimate of how much I think trip up let's jump into money yeah I said I said 1.5 mil per day but that's too much as as you mentioned so let's say like 1.2 maybe you're right and you're wrong ma cuz ad Revenue swings wildly uh throughout the year and basically the last two years normally I say that is

basically measures how close you are to Christmas on how much you're earning because of the ecpm but we haven't had a break over like through Christmas on ecpm for the last two years because it's moved to Black Friday basically no Q5 yeah no Q5 it's all Black Friday so how I did this estimate was I took all of uh triple dots games and I looked at the Active user base in the last 30 days cuz I couldn't look at it longer this the hid part I was talking about yeah all right yeah because it broke essentially so in the last 30 days uh like I said 8 million users on iOS in the USA uh it's 468,000 uh Dow on Android in the US 494 th000 so pretty much 500,000 iOS worldwide excluding States 1.3 million and iOS worldwide excluding the states 5.6 million so yeah a lot of Android

Revenue uh so what I assume fix you want to pick up the screen uh no I just have the calculations here so you can keep entertaining okay yeah so uh what I estimate here is that majority of the games are earning majority of the ad revenue from interstitial because basically that's the main bread and butter yeah in the meantime can you show the retention numbers for the voodu and because people are actually people are actually asking about this and we never well sometimes we talk about it yeah sure so I handicapped on average that their title show nine interstitials uh to per user per day on an active user or daily ad viewer rate on about 75% banners I estimate because basically they're always visible 120 Banner Impressions per Dau on 70% ad viewer rates and also four rewarded ads on 45% uh of ad ad viewer rates across the

whole basically portfolio on average okay so that would mean that in the last or yesterday uh that triple dot would have generated about 920k uh for one day worth of AD Revenue then I needed to add in the Zephyr mobile stuff because they're kind of moving over some titles so I looked there as well same thing there 78 to 90k a day from Zephyr which brings to a grand total in the last 30 days of $974,000 per day in ad Revenue but then we need to take this a step further right because it fluctuates right so yeah the closer we are to Black Friday they hire the ecpm which means you earn a lot more right right now we're in a low ecpm time period March February is low so we probably need to add on about 25% to that so basically it's anywhere I would say between 900 to 1.3 sometimes probably going up to

1.4 y so that's the kind of like space that we're dealing with this terms of this developer but basically now we went yeah exactly it's huge right so now we need to take this a step further right yeah way more like so basically in a year they probably are earning anywhere between 320 to 380 million which means I still think it's closer to 500 ah we get to that we get to that because basically what I wanted to estimate here as well is profit right because I am in the ad monetization team and we rarely get told usually what profit margins you're running that's usually the UA team that's previe to that so I estimated the profit on 20% 30% 40% and 50% profit margin so ma pick a number out of those that you think is most realistic 40 pretty much 40 okay so that means that the profit would be about 150 to $160 million per year and if you add

the kicker there that means it's closer probably to 200 profit a year 200 million in ad Revenue so that means that they've been at this ad revenue for the last three years which means they have generated about 700 million in profit ex yeah okay yeah but then also there's another aspect of these large scale Publishers that we also need to take into account right because that is publisher incentives and bonuses so if you have this many Impressions you're pretty much like yeah you're pretty much the King on the Block right you can ask for whatever I want all your impression hello we are guys from uplo you know we would like to keep you on Max what do we need to do oh here are some bonuses yeah so bonuses three years ago were a hell of a lot higher uh I pretty much all networks probably pay them bonuses to test with them as well right

so I would probably set the bonus per year anywhere between 30 to 50 million in terms of payouts with the majority of that probably coming from some sort of mediation deal there's no way you can know that that's just complete guessing from the outside so it's basically three mon exactly so basically that means most likely that from the last three years of operating triple dot there probably is a count somewhere with 600 to $900 Million worth of free cash basically that they last years from the last three years M which means that you can quite easily buy a company that cost 900 million because I'm sure a banker would love to structure that up make it real nice is also not really 900 million in cash it was half 500 to 400 or something was displ y also it's as I will show you in a second do you can you guess what is the biggest ad Network for triple Max App 11 most

likely oh yes exactly they're really close I've heard I've heard the teams are quite close I mean the the the thing is right like Max is close with all their large Publishers because essentially the more Impressions you have access to like when I was watching the the last what's it called quarterly review or end of year statement he kept talking or Adam the CEO of Apple kept talking about how many users they can reach and having good relationships with Publishers like this is essential to essentially reaching your 1.2 billion people that he talked about so much so can't do that without having good relationships with your triple triple dots your boodoo your zor your SE games all of these like game developers so could it be that basically it's like best bud giving his you know like here's my World of Warcraft account go play with them going to play a different game not that but there was most probably some kind of advantage of being close but still yeah I mean leor

he must be extremely shrewd I've never met him or spoken to him uh Adam I spoke to once he seemed very shrewd and very like busy I don't think either of these two leaders would proba I'm not saying they're leaving money on the table because of you know friendship or or stuff like that I don't think so that like at that point of level it exists but uh yeah it's just nuts right it's just a lot of money yeah it's a lot of money and based on all of all of this and and we met Mark we met Yan we met like like few of the of the guys from the team we know Akin and like these guys are OG's like Akin is an OG and the the founding team is OG's like really like the original gangsters of of the gaming industry and and the UA team is topnotch seriously I mean Theon team is on point like so good like these these guys came up with uh with the the work

around for Facebook when there was no Adas campaigns and they're like you know what why don't we just send ad Revenue in purchase event so we can actually use Facebook for for Adra us without actually having know that I mean like serious like they were like the top top company they were running that so it's like you really need to know what you are doing to actually come up with something like this so I can't imagine what I mean what they can do with the the whole uplo gaming portfolio it's going to be insane like you see the data here this it's true that it's going to be maybe slightly different since there's a lot more iips but still I mean I don't see there's a big difference between a UA manager that is actually uh managing games that IA only or I or hybrid it's just you know the logic is the same you just have actually more options is is there a game in the app

portfolio that's like 100% IP without any AD Revenue um I would guess the the match matching game I don't know where is this matching game is Project makeover but I don't think that's no it's uh yeah project makeover that would I would guess it's 100% IP honestly I don't think so I maybe yeah I haven't played it major look looking at the big games yeah so there's project makeover which is match three Puzzler IP driven yeah then you have cash tornado slots and like lot of these other slots games which are I guess also driven it's gonna be maybe they'll sell them to play yeah maybe mington mention is the OG match three again IP W Scapes I think is hybrid a little bit could be maker is definitely IP and then mobile St Game of

War final those are basically dead so yeah yeah that maker probably what 30% ads I guess maybe yeah but like still like very heavy IP games like don't don't get me wrong which you can argue like oh that's a different portfolio you have you've never run this before but honestly why do you think they bought it like what do you think the thinking is behind it just expansion in a good deal diversifying their portf folio to be not only ad driven yeah that's one thing and also if you if you see what they can do with the the ads driven games like that scale and I'm pretty sure like well pretty sure I think so they could do same thing with all these games and scale it like that's a lot of additional Revenue honestly because if yeah if if you go if you go to but you know who says that they cannot add add Revenue into those games that's

the thing yeah but I like why and and how pretty much optimized quite well on ad Revenue already like yeah but you do do you want to do you want to just dust duct tape ads on top of the the IPS that you have there you can in like segmented in second third GEOS and stuff like that yeah but we always talking about how much effort would it be for what kind of uh potential additional not saying like it's the Saving Grace there like you know it's also a question like what they plan to do with the studios like do they just plan to kind of build new games with them have much more potential for like IP driven games and like build it from scratch or stuff like that depends yeah I think this is a U play could be could be could be we'll see I mean we'll see we'll see what happens but I can show you I can show you some of the some of the creatives and I'm assuming they're quite simple and not that much well if you remember for XE nothing is if you're running

against blog blast yeah yeah yeah exactly like look I mean this is last 12 months the impression share it's basically up it's just up in Google how much spend is this do you think 400 million 300 because I'm just saying like if you bring an ad Network 400 million in a year they're going to be nice to you and they're going to be very friendly right very very nice I don't think it's 400 million although yeah that's too much I know maybe two or three I mean we'll see we'll see what Mark's going to say again like like the last time we met he's like I you know those estimates ah anyway yeah Mark come on and tell us the real ones I'm happy like I'm looking from the outside why don't you come and tell us the view from the inside yeah you're invited I wanted to actually don't not stop sharing but sharing the different uh different window here because H you

know I think we saw this before I mean here we go but like the these are why Goose has six six IQ that's nobody 190 no way you know you see Albert again I I'm not sure like who actually came up with Albert but they were using it quite a lot with triple play could basically put these levels into the game exactly yeah yeah this is exactly and then yeah like we we even have like um this is your play blend card uh but there's a lot of display blend cards basically which says just download but here this you see it I mean like this is just kind of this is block blast this is just this is nothing new yeah and it's it's so satisfying it's but again the question is if it's block blast or is voku to begin with exactly that's that's a good investigation maybe I'll do it in my creative creative investigation on

Friday we'll see it's like it's a lot of digging it's a lot of digging and this goes back like so many years that sensor Tower doesn't even have that kind of data it's all like all this interesting stuff you know see now now we have some some color but again like everything is the same then we have uh play blend card like this and all all these are all all playables and then we have you know 10 minutes to sharpen your brain yeah brain power the good old brain power like like good old Einstein good old Einstein but like you know like I'm always talking about Good Old Einstein but good old Einstein the first game I I saw him in it was voku or triple triple she also the the brain the same thing like they're using the brain power the IQ and all these hooks that you you saw the hook on the on the very beginning and and this is basically all appin and

then they don't even run Facebook anymore is uh I tried is Einstein IP protected um I don't he like a Disney is he like a Disney character is Disney own him who owns who owns Einstein who Einstein who owns Einstein they also have this this yeah localized localized creatives and they had so many localized creatives in other languages and even in the in the app store they actually have Slovak language for vok Ser okay I was very very very um surprised and also I I like I shared the the screenshot from Apple search ads blog blast is beaing on voku voku keyboard I mean not why not yeah why not exactly we have this okay this is kind of localized but uh I think I wanted to see the the other part which is where is the yeah here you

go now now it's like it's it's all playu basically you're just trying to to match all these animals and yeah this is the this is the fun part it's just it's it's not that crazy as you would think it's very very simple but effective because they running these crates for a while okay brain power and then here here we have a different different hook mean this like there you go is this Chinese Mr yakob do you know uh can can decide if it's Chinese the characters are by the way the same the Kanto for Chinese and Japanese it's just the other ones are not oh New Angle yeah New Angle it's all these different do you think that's from do you think that's from uh what's it called that the Korean show oh I just forgot it Korean show

where they kill everyone yeah I can give me the screen I want to show you uh squid Games Squid games there we go I want to show you the the math cross W as well o this this was something they were running in August 2022 I I check the old creators if I find something different and like yeah of Pac-Man p or yeah it's like the same thing but I just show you how how old are you it's the same thing but I I didn't see anything like very different there no no no but they're Evergreen creatives as well that work like well if you have upla if you have upla as as a main Channel then you don't really need to change the creatives like 10 times a week but one look this is the math ah the math crossin yeah yeah good this oh you see him he's AI animated yeah yeah yeah he's

he's talking and there is oh see Z for mobile see the CD here there we go hello Watermark a there there's voice over yeah but Zer Mo Zer mobile is actually European guys I looked it up okay so a California Federal Court ruled that Einstein's personality rights expired 50 years after his death says Einstein passed away in 1955 his rights expired in 2005 companies can now use his likeness in commercials without permission or royalty permit Einstein for everyone Einstein for everyone yeah look like hon can we get Einstein to do our intro song uh I mean we can we can use Albert obviously but like so so I think like the combination of brain Albert as as IQ and everything it's kind of brain age

kind of works for the the audience that this is aimed for like this is just female audience I'm kind of glad I don't see any Alzheimer's to be honest so you mean do prescription that we saw last time exactly exactly exactly look if if you go even even like here and then we go to Triple tile and then you know it's not going to be that different okay this is a little bit different as I was nice 3D at least nice 3D yeah nice 3D it's quite polish but you know like you see see what what this is all about the this one yep it's good sort basically and like the conveyor belts yeah it's basically good sord it's basically good sword and then oh this is yeah there you go pleas AI Einstein AI

Albert it's basically ai ai Albert everywhere and uh there we go if we let's see this is a nice one oh new version available please update and this is it 30 second video is that a reengagement campaign you think could be or honestly nobody nobody cares anymore he just need to grabs your attention so let's say you said a August oh this this is my favorite there we go so and this is just this is one minute long so do you have the brain types obviously here and then then you have myON on top of it yeah of course and then here we go SS like Royal match of it right or what yeah it is a Royal match it is yeah it's the same concept it's the same concept that that even I used in the in the cres because it kind of works so yeah there you go yeah so I would say

yeah that is amazing it works this this works so I would say again they know what they're doing they they have all the playables in the world like so many different Creative Concepts uh and for even for like the other do we know their head o I think it's 400 people 400 yeah it's it's not a small company and also I think you missed the fact that they had um they had Ukrainian offices but then they had to relocate people to Marcel somewhere else actually so it'll be uh it'll be nice running into anyone from triple dot Mark has his way of looking at you like you're an idiot when you say something that's not true so I'm looking forward to that if I was wrong in my estimates well you know what we are not wrong link is saying 423 yeah I know I know what we are not wrong they are absolutely printing money and they're killing machine in terms of the games in

the UA and then ad monetization like full stop like there's there's nothing else I mean yeah this is it so here we have it much guys yeah I think that's that's pretty much it see you at GDC we're going to be there uh we have a party with uh with Singler molco and mobile action on Tuesday I'll put Link in the show notes and uh what else yeah Channel yeah and if you like this type of content where we're actually doing a deep dive on a company instead of just individual games let us know uh tag Us in the comments and then basically we can do this on any other company that you want what are you talking about like this is this our like OG content like we we did that people don't know that people don't know with ro like what are you talking UB man Ubisoft yeah it was quite quite some time ago all right thank you very much guys uh see you see you next

time cheers byebye byebye [Music]