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Deconstructor of Fun
TWIG #320 Unity’s Fate, Fake Ads, Loot Boxes & GTA’s UGC Revolution
Feb 28, 2025
The podcast dives into the intriguing world of gaming, analyzing Niantic's valuation and questioning the future of AR. Unity's earnings post-restructuring raise eyebrows, while PrizePix blurs lines between gaming and gambling. Hasbro Digital's surprising success and Steam Deck's impact on PCs ignite discussions, alongside Epic Game Store's strategy. The return of Overwatch loot boxes sparks nostalgia, and emerging mobile trends like Last War Survival and unique RPGs are unveiled. Plus, fake ads continue to shape the landscape!
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Quick takeaways
- Hasbro Digital's impressive 22% revenue growth highlights the ongoing popularity of Monopoly Go and its potential for additional revenue through related products.
- Concerns over the longevity of smaller app stores, like Epic Games Store, arise from increased competition and decreased third-party revenue despite stable user engagement.
Deep dives
Hasbro Digital's Success with Monopoly Go
Hasbro's digital gaming division reported significant growth, with a 22 percent increase in digital license gaming revenue, totaling $471 million for the year. Monopoly Go emerged as a leading contributor, generating $112 million, demonstrating the game's sustained popularity despite being in the market for a few years. However, there are questions about whether this revenue aligns with the game's success since it represents a small fraction of what could be expected from such a major hit. The discussion also highlighted the potential for increased revenues through additional products, such as board game sales related to Monopoly Go.
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Discover
highlights
Listen to the best highlights from the podcasts you love and dive into the full episode