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TWIG #318 Supercell’s Records, Unity’s Chaos & AppLovin’s Fire Sale

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Content provided by Deconstructor of Fun. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Deconstructor of Fun or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://ppacc.player.fm/legal.

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Supercell had a monster year with €2.8B in revenue, proving that bigger live ops teams and aggressive marketing can still drive growth—but let’s be real, Squad Busters flopped hard despite the hype. Meanwhile, Unity continues its slow-motion train wreck, losing key talent and scrambling to fix its ad tech, while AppLovin is absolutely crushing it, with stock up 700% thanks to AI-powered ads. Now, in a power move, AppLovin is dumping its entire games portfolio for $900M—so who’s buying? Scopely? Zynga? Playtika? Drop your bets in the comments. 🚀🎮

01:29 Shills
07:25 Dream and Venture Capital
10:27 Battlefield and Shooter Games
14:23 Minecraft Studio Leadership Changes
20:39 Supercell's Record Year
25:57 Live Ops and Monetization Changes
26:52 Squad Busters' Marketing Missteps
31:35 Spark Labs's Bootcamp Vibes
37:44 Unity's Struggles and Layoffs
41:45 AppLovin's Strategic Shift

  continue reading

646 episodes

Artwork
iconShare
 
Manage episode 466915427 series 2405979
Content provided by Deconstructor of Fun. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Deconstructor of Fun or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://ppacc.player.fm/legal.

ALL upcoming events in our newsletter:

https://www.deconstructoroffun.com/subscribe

Supercell had a monster year with €2.8B in revenue, proving that bigger live ops teams and aggressive marketing can still drive growth—but let’s be real, Squad Busters flopped hard despite the hype. Meanwhile, Unity continues its slow-motion train wreck, losing key talent and scrambling to fix its ad tech, while AppLovin is absolutely crushing it, with stock up 700% thanks to AI-powered ads. Now, in a power move, AppLovin is dumping its entire games portfolio for $900M—so who’s buying? Scopely? Zynga? Playtika? Drop your bets in the comments. 🚀🎮

01:29 Shills
07:25 Dream and Venture Capital
10:27 Battlefield and Shooter Games
14:23 Minecraft Studio Leadership Changes
20:39 Supercell's Record Year
25:57 Live Ops and Monetization Changes
26:52 Squad Busters' Marketing Missteps
31:35 Spark Labs's Bootcamp Vibes
37:44 Unity's Struggles and Layoffs
41:45 AppLovin's Strategic Shift

  continue reading

646 episodes

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