

TWIG #336 Candy Crush Veterans Return as Marathon Runs Out of Steam
Jun 19, 2025
The podcast dives into the record-breaking momentum surrounding the Switch 2, hinting at Nintendo's resurgence. Tencent's potential acquisition of Nexon could redefine the Korean gaming landscape. The return of Candy Crush veterans sparks discussions on industry upheavals, including closures of major studios like Believer and the reorganization of Warner Bros. The latest mobile gaming trends are analyzed, showcasing the rise of innovative titles like King Shot and the challenges in the gaming industry, from delayed projects to the complexities of market dynamics.
AI Snips
Chapters
Transcript
Episode notes
Mobile Gaming Growth Slows
- Mobile game revenue growth has plateaued, with only 4% growth year over year.
- TikTok has become crucial for game discovery, boosting installs by 42% in 2024.
Switch 2: Strong Launch, Weak Third-Party
- Nintendo Switch 2 launch broke records but showed poor third-party support at launch.
- Nintendo focuses on first-party titles and delays full third-party game availability to holiday season.
Korean Gaming Market Protection
- Korean gaming companies are highly protected from foreign acquisition, especially by Tencent.
- This protection limits Western capital entry but preserves local industry control.