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Deconstructor of Fun
TWIG #318 Supercell’s Records, Unity’s Chaos & AppLovin’s Fire Sale
Feb 16, 2025
Supercell had a spectacular year, raking in €2.8B, though not without a flop in Squad Busters. Unity struggles with talent loss and ad tech woes, while AppLovin shines with a 700% stock increase thanks to AI ads. The company plans to sell its entire gaming portfolio for $900M, sparking curiosity about potential buyers like Scopely and Zynga. Discussions also include the evolving landscape of game monetization and competitive strategies, highlighting the pressures and triumphs within the gaming industry.
49:35
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Quick takeaways
- Supercell achieved record revenue of €2.8B demonstrating that strategic investment in live operations and marketing can enhance growth despite some product flops.
- Unity is experiencing significant turmoil with key leadership changes and ongoing layoffs, raising concerns about its strategic direction within the competitive ad tech landscape.
Deep dives
Game Industry Reports and Insights
The podcast discusses recent industry reports highlighting current trends and developments in the gaming sector. A low-key PlayStation State of Play event provided limited news, but notable announcements included trailers and release dates for games like Borderlands and the classic Metal Gear Solid franchise. The hosts emphasize the growing need for data-driven decisions in the industry, showcasing tools like Sensor Tower that assist developers in market analysis and user acquisition strategies. This focus on analytics reflects the industry's maturity and the importance of adapting to revenue changes and competitive pressures.
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Discover
highlights
Listen to the best highlights from the podcasts you love and dive into the full episode