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.

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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

Youtube: https://youtu.be/7VFD0qNTZIE

Join our slack channel here: https://join.slack.com/t/two-and-half-gamers/shared_invite/zt-2um8eguhf-c~H9idcxM271mnPzdWbipg

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

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Matej Lancaric

User Acquisition & Creatives Consultant

⁠https://lancaric.me

Felix Braberg

Ad monetization consultant

⁠https://www.felixbraberg.com

Jakub Remiar

Game design consultant

⁠https://www.linkedin.com/in/jakubremiar

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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.

Revenue estimates for Tripledot suggest they are earning substantial profits.

User acquisition plays a crucial role in the success of mobile games.

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Please share feedback and comments - matej@lancaric.me

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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

Who is Tripledot & what do they do? The History, games portfolio & estimated profits

two &amp; a half gamers

two & a half gamers