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We discuss the recent news of Applovin selling its gaming division to Tripledot for $900 million. We dive into who Tripledot is, its revenue model, and the impact of ad revenue in the mobile gaming industry. The conversation covers the rise of Tripledot, key milestones, acquisitions, and an analysis of their game portfolio, particularly focusing on Wodoku. We also explore the mechanics of ad revenue and provide estimates of Tripledot's earnings and future prospects. In this conversation, we go into the financial dynamics of the gaming industry, focusing on ad revenue, profit margins, and the strategic positioning of major publishers. We analyze the retention metrics of various games, estimate potential profits, and discuss the implications of publisher incentives and relationships within ad networks. The conversation also touches on the importance of creative marketing strategies and the use of intellectual property in gaming, culminating in insights about the future of game monetization and portfolio diversification. Get our MERCH NOW: 25gamers.com/shop -------------------------------------- PVX Partners offers non-dilutive funding for game developers. Go to: https://pvxpartners.com/ They can help you access the most effective form of growth capital once you have the metrics to back it. Scale fast Keep your shares Drawdown only as needed Have PvX take downside risk alongside you Work with a team entirely made up of ex-gaming operators and investors --------------------------------------- This is no BS gaming podcast 2.5 gamers session. Sharing actionable insights, dropping knowledge from our day-to-day User Acquisition, Game Design, and Ad monetization jobs. We are definitely not discussing the latest industry news, but having so much fun! Let’s not forget this is a 4 a.m. conference discussion vibe, so let's not take it too seriously. Panelists: Jakub Remiar, Felix Braberg, Matej Lancaric Podcast: https://creators.spotify.com/pod/show... Join our slack channel here: https://join.slack.com/t/two-and-half... Chapters 00:00 Introduction to the Gaming Industry Shakeup 04:33 Understanding Tripledot and Its Revenue Model 07:50 The Rise of Tripledot: Key Milestones and Acquisitions 10:37 Exploring Tripledot's Game Portfolio 13:36 Analyzing Woodoku and Its Impact 16:36 The Mechanics of Ad Revenue in Mobile Gaming 19:39 Estimating Tripledot's Earnings and Future Prospects 25:20 Analyzing Ad Revenue and Retention Metrics 27:52 Estimating Profit Margins and Financial Health 29:41 Publisher Incentives and Market Positioning 32:20 The Role of Relationships in Ad Networks 34:30 Diversifying Game Portfolios and Revenue Streams 35:46 Creative Strategies in Game Marketing 40:48 The Use of IP and Branding in Gaming 42:48 Final Thoughts on Game Monetization Strategies --------------------------------------- Matej Lancaric User Acquisition & Creatives Consultant https://lancaric.me Felix Braberg Ad monetization consultant https://www.felixbraberg.com Jakub Remiar Game design consultant / jakubremiar --------------------------------------- Takeaways Ad revenue is often more challenging to track than IAP revenue. Thats why people think it doesn't exist. Tripledot has seen substantial growth since its founding in 2017. Wodoku is a flagship title that has driven Triple Dot's success. The mobile gaming market is heavily influenced by ad monetization strategies. Revenue estimates for Tripledot suggest they are earning substantial profits. User acquisition plays a crucial role in the success of mobile games. Tripledot's future looks promising with its current growth trajectory. --------------------------------------- Please share the podcast with your industry friends, dogs & cats. Especially cats! They love it! Hit the Subscribe button on YouTube, Spotify, and Apple! Please share feedback and comments - matej@lancaric.me --------------------------------------- If you are interested in getting UA tips every week on Monday, visit lancaric.substack.com & sign up for the Brutally Honest newsletter by Matej Lancaric Latest article - https://open.substack.com/pub/lancari... Do you have UA questions nobody can answer? Ask Matej AI - the First UA AI in the gaming industry! https://lancaric.me/matej-ai Felix Latest Article - https://www.felixbraberg.com/post/the...