

TWIG #329: Royal Match Goes All-In, Discord Shifts Gears, Call of Duty Meets Its Match
May 1, 2025
The discussion kicks off with a deep dive into the $50M marketing campaign for Royal Match and the pitfalls of overspending. A major shift in Discord's strategy is highlighted, showcasing how new leadership may push the platform towards enterprise uses. The podcast also delves into surprising leadership changes at NetEase and a fierce competition between Delta Force and Call of Duty Mobile. Lastly, there's a lively debate on the growing interest of venture capitalists in AI's role in gaming, reflecting industry trends and future innovations.
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Episode notes
Shadow Drops Favor Established Fandoms
- Shadow drops work best when targeting an existing fandom with hype and live streaming events.
- They are less effective for unknown IPs, where pre-launch marketing to build anticipation is crucial.
Celebrity Ads Cost $25M Plus
- Celebrity marketing for Royal Match likely cost around $25 million, a very high budget relative to incremental revenue.
- Such campaigns risk poor ROI when the acquired audience has low long-term value.
Discord's Monetization Shift
- Discord's new CEO signals a shift towards monetization and an enterprise focus ahead of a likely IPO.
- The company is embracing ads and unique engagement features to generate revenue from its gaming community.