two & a half gamers two & a half gamers session #13 - Rovio making $2.6M/year more from ads & more efficient UA? Full analysis!
This is no BS gaming podcast 2.5 gamers session #13. This week we’re starting a brand new segment! The Mobile Gaming Company Happy Hour where we do a deep dive on a mobile gaming company from the perspective of Game Design, UA and Ad Mon. Don't forget, this is a 4am conference discussion vibe so let's not take it too seriously! Let’s dive in and enjoy it.
Panelists: Jakub Remiar, Felix Braberg, Matej Lančarič
Youtube: https://youtu.be/p-9ls_UOFPM
Agenda
2:00 Intro
3:10 Topline information about Rovio
8:20 Game Design
16:00 Same game different IP
28:30 User Acquisition
31:00 Diversifying UA channels
43:00 AdROAS UA campaigns
44:25 Ad monetisation
45:00 LAT traffic
52:20 Brand lift studies
52:50 Best practices for pre-prompt ATT window
56:00 Takeaways & Summary
Topline information about Rovio:
- 2021 Revenue Eur286.2 million that’s 5% up from 2020 but down 1% from 2019
- Pretty flat revenue growth
- 2017 revenue (year went public) EUR297m
- 66% Revenue from USA, 21% from EMEA and 12% from Asia
- 80% IAP, 15% Ads, 3% Licensing deals, 2% other deals
- 5m Daily Active Users in 2021
- Claiming a 93% global awareness of Angry birds “Put 10 people in a room and only 1 hasn’t heard of me. That’s probably the baby who doesn’t have the internet yet.”
- Rovio went public at around EUR11.80/share and is currently trading around EUR7.20/share which is up from about EUR5 in late 2021.
- MarCap is around EUR603 meaning that Rovio trades at about a 2.1x rev multiple.
- New Rovio CEO commits to making more acquisitions
Please share feedback and comments - matej@lancaric.me / lancaric.me