
TWIG #318 Supercell’s Records, Unity’s Chaos & AppLovin’s Fire Sale
Deconstructor of Fun
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Shifts in Gaming and Ad Tech Success
This chapter explores the financial success of Unity and AppLovin, spotlighting AppLovin's stock surge and its strategic decision to sell its gaming portfolio for $900 million. It investigates potential buyers and the implications of changes in studio valuations, alongside discussions on mergers, partnerships, and the emerging focus on advertising technology. The chapter concludes with reflections on the profitability challenges within the game engine market compared to the growing ad tech sector.
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