two & a half gamers

This is no BS gaming podcast 2.5 gamers session #29. Discussing the latest news, fun stuff and dropping knowledge. Don't forget, this is a 4am conference discussion vibe so let's not take it too seriously! Let’s dive in and enjoy. Panelists: Jakub Remiar, Felix Braberg, Matej Lančarič Youtube: https://youtu.be/6AYhhP6VYkk Agenda: 00:00 Intro 03:11 gamescom rumours 09:00 Mintegral issue 10:35 Google Play Games on PC 14:50 Google iOS tROAS update 17:30 Google Admob bidder update 22:00 How to scale a game? 26:50 CPI vs LTV & payback period 32:30 UA diversification  36:20 Seamless flow for UA  41:20 Ad monetisation improvements unlock scale Hit the Subscribe button on Youtube, Spotify and Apple! Please share feedback and comments - matej@lancaric.me / lancaric.me

This is no BS gaming podcast 2.5 gamers session #27. Discussing the latest news, fun stuff and dropping knowledge. Don't forget, this is a 4am conference discussion vibe so let's not take it too seriously! Let’s dive in and enjoy. Panelists: Jakub Remiar, Felix Braberg, Matej Lančarič Youtube: https://youtu.be/U-DQSUagL48  Agenda:  00:00 Intro  02:50 Embracer Group Q1 financials reveals 107% increase in net sales  07:10 Google iOS + Retargeting updates  09:10 Admob Bidding update with numbers!  20:00 How do hypercasual games make money?   33:33 Ad network campaign structure   Mentioned gamecamp video with high optin rates examples https://youtu.be/ncnjjfAVS5E  Hit the Subscribe button on Youtube, Spotify and Apple!  Please share feedback and comments - matej@lancaric.me / lancaric.me

This is no BS gaming podcast 2.5 gamers session #27. Discussing the latest news, fun stuff and dropping knowledge. Don't forget, this is a 4am conference discussion vibe so let's not take it too seriously! Let’s dive in and enjoy. Panelists: Jakub Remiar, Felix Braberg, Matej Lančarič Youtube: https://youtu.be/lvbNEEATP68 Agenda: 00:00 Intro  05:30 Applovin has stunned our industry by offering to Merge with Unity.  13:50 Zynga gambling apps $12M class action settlement 16:30  99 percent of Netflix subscribers haven’t tried its games yet  23:15 Biggest Fuck Ups in Our Career Hit the Subscribe button on Youtube, Spotify and Apple! Please share feedback and comments - matej@lancaric.me / lancaric.me Applovin has stunned our industry by offering to Merge with Unity. https://www.reuters.com/markets/deals/applovin-offers-buy-unity-software-2022-08-09/ Zynga gambling apps $12M class action settlement https://topclassactions.com/lawsuit-settlements/consumer-products/mobile-apps/zynga-gambling-apps-12m-class-action-settlement/ 99 percent of Netflix subscribers haven’t tried its games yet https://www.theverge.com/2022/8/8/23296545/netflix-games-1-percent-subscribers

Welcome dear listener! This is a 2.5 gamers podcast with an honest interviews segment #3. Asking tough questions, having fun and dropping some knowledge with gaming industry peeps. Sophie Vo & Matej Lancaric Youtube: https://youtu.be/gIWQSCVvz6g Agenda 0:00 Intro 2:50 Masterclass definition 6:55 Rise & Play showcasing female leaders 10:15 How did Sophie measure podcast KPIs?  13:10 Team motivation - How to approach that? 21:50 What are the clues of low motivation?  22:54 How to motivate people in the current market conditions? 26:10 Thought process of joining Voodoo from Rovio 29:30 Should you speed up hiring process? 32:50 How to kill a game properly?  38:20 Do your homework before killing a game 40:00 Model situation Model situation: We have a game in soft launch, our KPIs are really close to our goals. But not quite there yet. We just released the new version with our last feature. The KPIs still did not meet goals. What should we do? Why? 44:50 Sophie taking some time off 46:00 What keeps Sophie up at night?  47:30 Favourite book & why? https://www.amazon.com/15-Commitments-Conscious-Leadership-Sustainable-ebook/dp/B00R3MHWUE  Rapid quiz Please share feedback and comments - matej@lancaric.me / lancaric.me

This is no BS gaming podcast 2.5 gamers session #26. Discussing the latest news, fun stuff and dropping knowledge. Don't forget, this is a 4am conference discussion vibe so let's not take it too seriously! Let’s dive in and enjoy. Panelists: Jakub Remiar, Felix Braberg, Matej Lančarič Youtube: https://youtu.be/95lLVn4Q3q8 Agenda: 3:00 Better Ads Experiences by Google https://support.google.com/googleplay/android-developer/answer/12253906 11:50 New App store ads in Today tab https://www.macrumors.com/2022/07/29/new-app-store-ads-today-tab/ 19:10 Google joins bidder on Max https://www.applovin.com/blog/google-joins-sdk-bidders-on-max/  26:20 What would you ask surprise segment about fake ads, scaling games, VR, intrusive ads and more ..  Hit the Subscribe button on youtube, Spotify and Apple! Please share feedback and comments - matej@lancaric.me / lancaric.me

This is no BS gaming podcast 2.5 gamers session #25. This week we continue with our 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/i5uGERxrZMk Today we’ll be discussing Ubisoft 1:18 Some general information on Ubisoft: Let’s dive into the first sets of numbers! Ubisoft is as all of you know a French company which is also reflected in their 2021 annual financial statement. The cover page which you’re greeted by has a picture of two playable characters that are looking down on you with a look of sheer superiority. Ubisoft was founded by Yves Guillemot, who still leads the company as its CEO and largest shareholder with an 18% stake. 7:41 Felix speaks French about Ubisoft mobile 8:21 Ubisoft mobile portfolio general info & revenues 23:50 Insider South Park info 25:00 Idle miner OG idle game + all other new IDLE games  29:00 Ubisoft non-mobile portfolio info 32:20 User Acquisition intro 33:20 UA spend 34:08 Main UA channels 36:10 Creatives FB vs Google 38:20 UA suggestions 42:00 Kolibri UA  42:30 Kolibri main UA channel 44:00 Admon intro 47:10 Kolibri Admon 50:00 Greenpanda games admon 50:30 1492 admon Please share feedback and comments - matej@lancaric.me / lancaric.me

This is no BS gaming podcast 2.5 gamers session #24. Discussing the latest news, fun stuff and dropping knowledge. Don't forget, this is a 4am conference discussion vibe so let's not take it too seriously! Let’s dive in and enjoy. Panelists: Kate Lovejoy, Niels Beenen, Felix Braberg, Matej Lančarič,  Youtube: https://youtu.be/2NE3ls6nVu4 We will be discussing one year after the IDFA "apocalypse" & tectonic shifts happened. Everything UA, Ad monetisation, retargeting and Skan 4.0 related.  Whoop whoop!  Agenda: 2:34 How did our day to day job changed after IDFA bullshit happened? 8:05 Felix, you had some (secret) tips and tricks on how to increase it. Could you share? Why should companies test out pre-prompt windows? 12:10 How do gaming companies look at retargeting in general? Or, how was it before IDFA and how is it now? Is it a significant % of their spend? 13:20 How to incorporate retargeting spend into UA costs / CPIs? 16:44 How do MMP approach retargeting?  19:47 Retargeting & control groups! 20:16 How to approach retargeting on iOS? 22:52 UA & Retargeting is dead 24:06 Were companies pulling back spend on iOS?  26:27 Apple recently announced SKAN 4.0. Without going too geeky, what can we expect? How are these changes going to affect measurement? 31:00 Tip for SKAN 4.0 32:00 No SKAN no problem for retargeting 32:30 Creative testing on retargeting 33:30 Which game genres have the highest opt-in rates from what you can see? And why? 35:00 Singular Product innovations for iOS 36:50 IDFA dinosaurs vs Google privacy sandbox 41:00 iOS LTV prediction 42:00 last comments, tips & tricks, recommendations Please share feedback and comments - matej@lancaric.me / lancaric.me

This is no BS gaming podcast 2.5 gamers session #23. Discussing the latest news, fun stuff and dropping knowledge. Don't forget, this is a 4am conference discussion vibe so let's not take it too seriously! Let’s dive in and enjoy. Panelists: Jakub Remiar, Felix Braberg, Matej Lančarič Youtube: https://youtu.be/7LIHLx4fWeU What should we look at? UA  Channel performance Campaign structure / campaign type (AAA vs regular) Targeting options (interests, broad vs LAL) Optimisation structure (Purchase or VO? - mostly VO only) GEOs Creatives Age segments Android Device performance (exclusion list) Creative history What really worked and what really didnt? And WHY? Types of creatives Creative team and their process Daily spend vs daily revenue Paid vs organic Data health check Admon Do a sanity check Fill eCPM Revenue Network SoR v SoV Waterfall GD? The Team The Production The Game Please share feedback and comments - matej@lancaric.me / lancaric.me

This is no BS gaming podcast 2.5 gamers session #22. Discussing the latest news, fun stuff and dropping knowledge. Don't forget, this is a 4am conference discussion vibe so let's not take it too seriously! Let’s dive in and enjoy. Panelists: Jakub Remiar, Felix Braberg, Matej Lančarič & special guest Enric Pedró Youtube: https://youtu.be/Q2q6LKJ6QDQ Q&A How does Tilting point snipe companies?  (Looks like you talked to almost every company out there) How does the BD strategy look? Is it connected to UA? How do you evaluate games before entering your portfolio? We’ve heard from a banker that Tilting point shares are going for a hefty mark up in the secondary market - what’s TPs secret? “We get to be very good at predicting game performance.” said your CEO in one of the interviews. How exactly are you predicting the performance? Can you share the process? What is your UA process? How do you approach creatives? How do you structure your UA team? Based on games, platforms or channels? What is the long term goal of the company? How do you see the current game’s publishing environment and its evolution in recent years? “Web3 strategy is now one of our core strategic pillars.” says one of your blogs. Can you please elaborate a bit more? How can you help companies bridge games from Web2 to Web3? How can you help native Web3 game companies reach broader audiences? What is the UA strategy there? Please share feedback and comments - matej@lancaric.me / lancaric.me

This is no BS gaming podcast 2.5 gamers session #21. Discussing the latest news, fun stuff and dropping knowledge. Don't forget, this is a 4am conference discussion vibe so let's not take it too seriously! Let’s dive in and enjoy. Panelists: Jakub Remiar, Felix Braberg, Matej Lančarič Youtube: https://youtu.be/0aHX6LQrhrs Agenda: 1:30 Explicit ads (Breaker Fun 1 & 2 by MoGame) https://res1.applovin.com/o7e02c07/c90fed39eb8753b02925462885680884e45f69e9_v23_phone.mp4 https://res1.applovin.com/o7e02c07/723bb9954d431db13fbbad23fc66e1546398d74b_v23_phone.mp4 Google Play SDK Index - https://play.google.com/sdks 6:30 Bobby Kotick voted to be re-elected to board by Activision Blizzard shareholders https://www.pocketgamer.biz/news/79039/bobby-kotck-voted-re-elected-board-activision-blizzard-shareholders/ 8:03 Meta Reveals VR Headset Prototypes Designed to Make VR ‘Indistinguishable From Reality https://www.roadtovr.com/meta-vr-headset-prototypes-visual-fidelity-indistinguishable-from-reality/ 11:20 TikTok’s ByteDance Generates $1 Billion From Mobile Games in One Year https://sensortower.com/blog/bytedance-mobile-games-one-billion-revenue 16:50 Tiktok rocket ship Slope after hitting $10bn in revenue what happens after that Report from May 2022 said Tiktok is on track to triple it’s ad revenue passing revenue of Twitter and Snap Tiktok (only) triple from $3.8bn in 2021 to $11.6bn in 2022 (200% increase) Those numbers don’t lie - you can't reach this scale without advertisers getting value Thought that could be a nice segway into Matej doing a state of the tiktok 19:20 Tiktok UA intro 20:15 Tiktok Fun facts (location targeting restrictions) 29:00 Pangle issues 33:00 UA best practices 39:00 US Purchase campaign (FB vs tiktok CPI comparison) 39:40 UA challenges 42:30 Initial campaign structure & targeting 44:00 "predictions" Please share feedback and comments - matej@lancaric.me / lancaric.me