Deconstructor of Fun TWIG #331 Supercell’s Second Shot, Triple Dot’s Power Move, Microsoft's Strategic Shift
May 15, 2025
The hosts dive into the World Video Game Hall of Fame's latest inductees and the surprising acquisition of AppLovin's mobile games by Triple Dot, signaling shifts in the midcore M&A landscape. They discuss whether the soaring public gaming stocks are sustainable or just a temporary spike. Supercell's revamp of Squadbusters is up for debate, alongside Nintendo's cautious forecasts. Finally, the team examines Microsoft's strategic moves post-console wars and the implications of the Activision deal for the gaming ecosystem.
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Hobby Stories from Hosts
- Jen Donahoe shares stories of rebuilding and selling a 1974 BMW, highlighting the personal investment in hobbies.
- Eric Kress contrasts costly hobbies with simpler ones like pickleball, adding humor about expense and injury risk.
Dream Games' Costly TV Gamble
- Dream Games' $50M TV campaign boosted downloads by 400% but delivered only a 6% ROAS.
- Despite the hype, the campaign is seen as a poor advertising investment due to insufficient revenue lift.
Classic Games Honored
- The World Video Game Hall of Fame recently inducted iconic games like GoldenEye 007 and Tamagotchi.
- These selections highlight games with significant longevity and influence, shaping gaming culture across generations.