๐ก๐๐ช ๐ฃ๐ข๐๐๐ ๐ข๐ก ๐ง๐๐ ๐ช๐๐๐ ๐๐ข ๐ก๐ข๐ช๐๐๐ฅ๐
๐ก๐๐ช ๐ฃ๐ข๐๐๐ ๐ข๐ก ๐ง๐๐ ๐ช๐๐๐ ๐๐ข ๐ก๐ข๐ช๐๐๐ฅ๐
โข Prior mobile Pokemon CCG ๐ฅ๐ช๐ฅ๐ฏโ๐ต ๐ฉ๐ข๐ท๐ฆ ๐๐๐. Yes, thatโs right.
โข The new game is polished but revolves around timer-based pack openings.
โข ๐ฌ๐ผ๐ ๐ฑ๐ผ๐ปโ๐ ๐ฏ๐๐ ๐ฝ๐ฎ๐ฐ๐ธ๐ ๐๐ผ๐ ๐ฏ๐๐ ๐๐ถ๐บ๐ฒ๐ฟ๐ ๐๐ผ ๐๐ป๐น๐ผ๐ฐ๐ธ ๐๐ต๐ฒ๐บ.
โข Over $20M so far, but downloads ๐ณ๐ฎ๐น๐น๐ถ๐ป๐ด ๐ณ๐ฎ๐๐.
โข Japan dominates ($26/download; U.S.: $4.36).
โข Strong collection loops with Codex moments at pack openings but a weaker version of physical CCG.
โข And yes, ๐๐ต๐ฒ๐ฟ๐ฒโ๐ ๐ฎ๐๐๐ผ๐ฝ๐น๐ฎ๐.
โข ๐ ๐ผ๐ฏ๐ถ๐น๐ฒ ๐๐๐๐ ๐ต๐ฎ๐๐ฒ ๐น๐ถ๐บ๐ถ๐๐ฒ๐ฑ ๐ฐ๐ฒ๐ถ๐น๐ถ๐ป๐ด๐, far from Pokemon Goโs $800M annual revenue.
โข Failure to evolve beyond Snapโs lukewarm success, weak meta, or UGC adoption. Markets failed, too (Artifact).
โข Inability to build strong meta loops or explore UGC.
๐ฆ๐ฃ๐๐๐ ๐๐ฃ๐ ๐๐๐ ๐๐ฆ ๐๐๐๐๐๐ก๐๐; ๐ ๐ข๐ฉ๐ ๐ง๐ข ๐ฆ๐จ๐ฃ๐๐ฅ๐๐๐๐ ๐ง๐๐ง๐๐๐ฆ?
โข Turning into ๐ฆ๐๐ฝ๐ฒ๐ฟ๐ฐ๐ฒ๐น๐น ๐๐ผ๐ป๐ฑ๐ผ๐ป (Space Ape brand dead), but games have declined the last year.
โข Theyโve been working on Boom Beach and Hayday, so they may be draining the 1st-party headcount.
โข The ultimate reality is that they should ๐ฎ๐น๐น๐ผ๐ฐ๐ฎ๐๐ฒ ๐น๐ฎ๐ฏ๐ผ๐ฟ ๐๐ต๐ฒ๐ฟ๐ฒ ๐๐ต๐ฒ ๐บ๐ฎ๐ฟ๐ด๐ถ๐ป๐ฎ๐น ๐ฝ๐ฟ๐ผ๐ฑ๐๐ฐ๐๐ถ๐๐ถ๐๐ ๐ผ๐ณ ๐น๐ฎ๐ฏ๐ผ๐ฟ ๐ถ๐ ๐๐ต๐ฒ ๐ต๐ถ๐ด๐ต๐ฒ๐๐.
โข Thatโs with Supercell titles, whose mass scale guarantees that even ๐ญ% ๐ถ๐บ๐ฝ๐ฟ๐ผ๐๐ฒ๐บ๐ฒ๐ป๐๐ ๐ด๐ฒ๐ป๐ฒ๐ฟ๐ฎ๐๐ฒ ๐๐ฒ๐ป๐ ๐ผ๐ณ ๐บ๐ถ๐น๐น๐ถ๐ผ๐ป๐ ๐ถ๐ป ๐น๐ถ๐ณ๐ฒ๐๐ถ๐บ๐ฒ ๐ฟ๐ฒ๐๐ฒ๐ป๐๐ฒ.
โข Chrome Valleyโs run rate has declined from a growing $๐ฑ๐ฌ๐ ๐๐ผ ๐ฎ ๐ฑ๐ฒ๐ฐ๐น๐ถ๐ป๐ถ๐ป๐ด $๐ฎ๐ฌ๐ ๐ผ๐ฟ ๐๐ผ๐ฟ๐๐ฒ ๐ถ๐ป ๐๐ต๐ฒ ๐น๐ฎ๐๐ ๐๐ฒ๐ฎ๐ฟ.
โข Beatstar is mainly ad-supported, but downloads are declining, suggesting a decline in ROAS.
๐๐ข ๐ฆ๐ข๐๐๐๐ ๐๐๐ฆ๐๐ก๐ข ๐ฃ๐๐๐ฌ๐๐ฅ๐ฆ ๐๐ฅ๐๐๐ ๐ข๐ ๐๐๐๐ ๐ข๐ฅ ๐๐ข๐ ๐๐ก๐ข๐ฆ?
โข Focus on Dice Dreams on Playtikaโs $1.25B buyout of Superplay in Sept., but Domino Dreams is a part of the story.
โข Growing faster on some metrics (revenue), but r๐ฒ๐ฐ๐ฒ๐ป๐ ๐ณ๐น๐ฎ๐๐น๐ถ๐ป๐ถ๐ป๐ด ๐ฎ๐ป๐ฑ ๐๐ป๐ฐ๐น๐ฒ๐ฎ๐ฟ ๐ฑ๐ผ๐๐ป๐น๐ผ๐ฎ๐ฑ ๐๐๐ผ๐ฟ๐ ๐น๐ฎ๐๐ ๐พ๐๐ฎ๐ฟ๐๐ฒ๐ฟ.
โข Another win for the ๐บ๐ฎ๐๐ฐ๐ต ๐๐ฎ๐ด๐ฎ ๐บ๐ฒ๐๐ฎ, with ๐ฎ ๐๐๐ฟ๐ผ๐ป๐ด ๐๐๐ฟ๐ฒ๐ฎ๐ธ ๐ฎ๐ป๐ฑ ๐ฏ๐ผ๐ผ๐๐๐ฒ๐ฟ ๐ณ๐ผ๐ฐ๐๐ on an additional match core with a domino skin (and corresponding gameplay mechanics).
๐๐ฅ๐๐๐ข๐ก ๐๐๐ ๐๐๐ฆ ๐๐ง๐ฆ ๐ฆ๐ง๐ฅ๐ข๐ก๐๐๐ฆ๐ง ๐ฆ๐ง๐๐๐ ๐ฆ๐ง๐๐ฅ๐ง; ๐๐๐๐ ๐๐๐ง๐๐๐ข๐ ๐ฆ๐๐๐๐ฆ, ๐ง๐ข๐ข
โข ~$๐ฎ๐ฌ๐ ๐๐ฒ๐ฒ๐ธ ๐ญ ๐ฆ๐๐ฒ๐ฎ๐บ ๐ฟ๐ฒ๐๐ฒ๐ป๐๐ฒ for Veilguard and prior entries suggest a long-lifetime revenue curve.
โข ๐๐ณ๐ณ๐ฒ๐ฐ๐๐ถ๐๐ฒ ๐ฑ๐ถ๐๐ฐ๐ผ๐๐ป๐ ๐บ๐ฎ๐ป๐ฎ๐ด๐ฒ๐บ๐ฒ๐ป๐ and moderate content re-packages keep titles like Origins shipping units more than ten years after launch.
โข It added $2M in the lead-up to Veilguard and segways players to the next title.
โข ๐ ๐ถ๐๐๐ฒ๐ฑ ๐ฎ ๐ฐ๐ต๐ฎ๐ป๐ฐ๐ฒ ๐๐ผ ๐ด๐ฟ๐ผ๐ ๐๐ต๐ฒ ๐ฎ๐๐ฒ๐ฟ๐ฎ๐ด๐ฒ ๐๐ฟ๐ฎ๐ป๐๐ฎ๐ฐ๐๐ถ๐ผ๐ป ๐ฝ๐ฟ๐ถ๐ฐ๐ฒ ๐๐ถ๐๐ต ๐ฎ $๐ญ๐ฌ๐ฌ-$๐ญ๐ฎ๐ฌ ๐จ๐น๐๐ถ๐บ๐ฎ๐๐ฒ ๐๐ฑ๐ถ๐๐ถ๐ผ๐ป at moderate content costs!
