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S07, E32: The CAPI revolution
The digital advertising landscape is undergoing a fundamental structural shift as the industry moves away from browser-based pixel tracking toward server-to-server Conversions APIs.
- The transition from browser-side pixels to server-to-server Conversions APIs (CAPI) represents a permanent structural shift in digital advertising, moving measurement away from browser-controlled environments to direct, authenticated data exchanges.
- CAPI allows platforms like Meta to receive deterministic conversion feedback by matching advertiser-supplied identifiers—such as email addresses, phone numbers, and IP addresses—directly against the platform's own authenticated user base.
- The 'everything is an ad network' phenomenon has intensified as retailers (e.g., Lowe's, Ace Hardware) and service providers (e.g., Chase, United Airlines) leverage their own first-party purchase and transaction data to build proprietary advertising businesses.
How AI Is Transforming User Acquisition
Artificial intelligence is fundamentally reshaping user acquisition in the mobile gaming industry by transitioning workflows toward agentic systems capable of automating both creative asset generation and campaign management.
- AI-driven user acquisition is shifting from simple creative generation toward agentic workflows that manage campaign deployment, performance monitoring, and creative fatigue identification.
- While 2D asset generation is highly efficient, 3D asset production and complex, high-fidelity playable ads remain significant technical hurdles where AI currently falls short of professional standards.
- The demand for playable ads has surged, but traditional agency costs of $3,000 to $7,000 per concept are unsustainable for studios requiring 20+ new concepts per month.
S07, E31: Understanding the privileged position of chatbot advertising
Chatbot advertising represents a significant evolution in digital marketing, functioning as a hybrid model that merges the high-intent precision of traditional search with the sophisticated behavioral targeting characteristic of social media.
- Chatbot advertising represents a hybrid model that combines the intent-driven precision of search with the behavioral targeting capabilities of social media, creating a new, highly effective category of digital inventory.
- OpenAI has reached a $1 billion annualized revenue run rate with its advertising-integrated products in less than a year, proving that the commercial opportunity for chatbot ads is no longer hypothetical.
- Google is successfully monetizing AI-enabled search, with search revenue growing 16.8% to $63.3 billion in Q2, while 500,000 advertisers have adopted its 'AI Max' optimization layer to monetize previously difficult-to-capture queries.
S07, E30: MDM Mailbag #8 (with Thomas Petit)
Modern mobile marketing demands a sophisticated, multi-layered strategy that balances deterministic last-click attribution with rigorous incrementality testing.
- Incrementality testing cannot replace deterministic last-click attribution for mobile advertisers because ad networks like Meta, Google, and TikTok require user-level data to function effectively within their auction mechanics.
- Scaling creative production is shifting from a challenge of volume to a challenge of technical deployment and the creation of truly unique concepts that avoid being mere clones of previous assets.
- The transition to web-to-app funnels should be driven by the need for merchant flexibility and improved user onboarding rather than solely as a strategy to bypass app store commission fees.
WEBTOON Is Bigger Than Monopoly Go: Inside a New Game Marketing Channel
WEBTOON has established itself as a potent marketing channel for the gaming industry, effectively bridging the gap between brand awareness and performance-based user acquisition.
- WEBTOON reaches a global audience of 160 million monthly active users, 90% of whom are under the age of 35, providing direct access to a core gaming demographic.
- The platform’s 'Coin Hunter' offerwall tool currently generates 10,000 verified Steam wishlist additions per week, demonstrating its capacity for measurable lower-funnel conversion.
- Brands can integrate into existing comic narratives through branded epilogues and creator partnerships, moving away from disruptive advertising to achieve higher engagement rates.
Appendix J: Apple's and Google's Privacy Changes
The mobile advertising ecosystem is undergoing a fundamental transformation as Apple and Google implement restrictive privacy frameworks, including App Tracking Transparency, the Privacy Sandbox, and Intelligent Tracking Prevention.
- Apple and Google’s privacy frameworks—including App Tracking Transparency, Privacy Sandbox, and Intelligent Tracking Prevention—have fundamentally disrupted the technical infrastructure for third-party ad targeting and attribution.
- The restriction of device-level identifiers like IDFA and AdID has increased costs for developers while simultaneously reducing the efficacy of digital marketing campaigns.
- Apple’s proprietary attribution tools, such as SKAdNetwork, provide lower data granularity than the insights available through Apple Search Ads, creating a competitive disadvantage for third-party advertisers.
Session: Winning In China: Apple Ads Growth Strategies For Global Mobile Game Publishers.
Entering the Chinese mobile gaming market requires a shift in focus from mere scale to operational readiness.
- Entering the Chinese mobile game market requires rigorous operational readiness, including securing ISBN approvals, establishing local reporting structures, and ensuring App Store metadata is culturally localized rather than simply translated.
- Apple Search Ads remain the primary global media source for iOS gaming, providing visibility across the entire user journey from initial discovery to high-intent downloads.
- Campaign performance is frequently hindered by five common mistakes: direct keyword translation, mixing intent signals (brand vs. category), weak landing page relevance, premature scaling, and lack of a regular reporting cadence.
S07, E28: Digital Advertising's M&A Resurgence (with Maor Sadra)
The digital advertising landscape is undergoing a significant transformation, shifting from simple inventory aggregation toward the strategic integration of data, identity, and causal measurement.
- The Mobile Measurement Partner (MMP) landscape is evolving into stable, essential infrastructure, as evidenced by the recent industry-wide investment in AppsFlyer, which serves to codify the status quo rather than drive radical innovation.
- Causal measurement is becoming a strategic necessity for large-scale platforms, moving beyond traditional attribution models that often misattribute 100% of credit to a single touchpoint.
- Enterprise clients are increasingly skeptical of 'AI-first' startups that lack deep domain expertise, preferring established partners over new entrants who rely solely on generic LLM wrappers.
🎮 9 Playables, 9 Lessons: What's working in playable ads right now
The current landscape of playable advertising prioritizes immediate user engagement over strict thematic consistency, often utilizing mechanics that diverge significantly from the core game experience.
- Playable ads are increasingly prioritizing high-engagement mini-games—such as physics-based destruction or puzzles—over strict thematic consistency with the core game to drive initial user acquisition.
- Developers of 4X and strategy titles are successfully using simplified, high-engagement mechanics that diverge from their core gameplay to capture broader user segments.
- Effective playable design requires intuitive, single-tap interactions paired with clear, guided tutorials that transition users from simple tasks to more complex scenarios.
AI Creative Testing and the Problem of Testing Debt
Generative AI has fundamentally transformed mobile user acquisition by shifting the primary bottleneck from creative production capacity to strategic decision-making.
- Generative AI has shifted the primary mobile growth bottleneck from creative production capacity to the decision-making process of identifying which ads actually drive long-term value.
- High click-through rates (CTR) and install-per-mille (IPM) metrics can be misleading indicators of success if they are driven by misleading gameplay, as these often lead to high day-one churn and poor return on ad spend (ROAS).
- The 'Creative Darwinism Loop' dictates that ads must pass two distinct gates—initial user appeal and downstream engagement/retention—before receiving significant budget allocation.
🧠 The "Fat Guy Getting Slapped" Concept Took Over: AI Creatives Breakdown
The mobile gaming industry is currently undergoing a significant shift in user acquisition strategy, characterized by the widespread adoption of AI-generated creative assets.
- Successful AI-driven user acquisition relies on narrative continuity between promotional hooks and actual in-game footage, rather than relying solely on shock value.
- High-volume, surreal AI creative assets—such as 'zero-to-hero' character transformations—are being used to drive engagement across 4X strategy and puzzle mobile games.
- Aggressive use of nonsensical or grotesque AI-generated imagery often fails to translate into long-term player retention or sustainable revenue growth.
🎯 How to Do a UA Review Properly by Matej Lancaric
Effective user acquisition (UA) auditing requires a systematic, multi-layered approach that prioritizes raw data analysis over anecdotal context.
- Conduct monthly UA audits by analyzing raw data independently before consulting stakeholders to ensure objective decision-making.
- Prioritize granular spend-by-campaign-by-geo pivot analysis over broad 'worldwide' campaign structures to identify and isolate high-ROAS performance pockets.
- Base all budget reallocation decisions on fully-baked cohorts (D7, D28, D60) rather than blended organic and paid metrics to avoid performance distortion.