Data Dump Friday; Oct 18th

Data Dump Friday; Fri Oct 18th, Week 21

𝗝𝗮𝗽𝗮𝗻’𝘀 𝗣𝗖 𝗠𝗮𝗿𝗸𝗲𝘁 𝟯𝗫’𝗗 𝗦𝗶𝗻𝗰𝗲 𝟮𝟬𝟭𝟵
• Similar trend when working with clients: Japan stands out.
• Apex Legends famously has a devoted Japanese player base.
• How to figure out where to go next with the insight?
• More Japanese localization and characters?
• The West needs to spend more time understanding how they broke through in Japan to begin with.

𝗠𝗼𝗻𝗼𝗽𝗼𝗹𝘆 𝗚𝗼 𝗛𝗮𝗱 𝗔 𝗠𝗲𝗿𝗲 𝟯 𝗠𝗼𝗻𝘁𝗵 𝗦𝗟
• Early ARPU signs must have reinforced the decision to launch, but the shape of the ARPU is uncertain. How did they calibrate UA?
• This is where the DS team made big bucks (if they were right).
• The team thought long soft launches drain morale, which is potentially why Squad Busters launched early.
• MiHoYo thinks they can will games to No. 1.

𝗢𝗙𝗙 𝘁𝗵𝗲 𝗚𝗥𝗜𝗗 𝗚𝗢𝗘𝗦 𝗢𝗙𝗙 𝗧𝗛𝗘 𝗚𝗥𝗜𝗗
• Web3 shows a proof of concept at scale: EGS, Console, wallets trade, but no token (yet) or offramp (yet).
• Peaked 9th via Peak Twitch CCU over the last seven days.
• RIP Shrapnel web3 hype 2022-2024.

𝟯𝗗 𝗔𝗥𝗣𝗚’𝘀 𝗟𝗢𝗢𝗞𝗜𝗡𝗚 𝗗𝗜𝗥𝗘
• Zenless Zone Zero, Solo Leveling, Wuthering Waves, and Warframe have failed to increase revenue in the “high-fidelity 3D ARPGs” category.
• Has this thesis already died? Crystal of Atlan is the next profile release to watch here.

𝗦𝗖𝗢𝗣𝗟𝗘𝗬 𝗜𝗦 𝗧𝗛𝗘 𝗡𝗼.𝟮 𝗣𝗨𝗕𝗟𝗜𝗦𝗛𝗘𝗥; 𝗣𝗟𝗔𝗬𝗥𝗜𝗫 𝗔𝗯𝗼𝘃𝗲 𝗦𝘂𝗽𝗲𝗿𝗰𝗲𝗹𝗹!
𝘓𝘢𝘴𝘵 12 𝘔𝘰𝘯𝘵𝘩 𝘎𝘳𝘰𝘴𝘴 𝘙𝘦𝘷𝘦𝘯𝘶𝘦
• The scale of Monopoly Go so quickly cannot be understated. Over 70-80% of Scopely’s revenue, and now no.2 worldwide (Chinese metrics lack Android data).
• Who will they buy? The growth path for Scopely is unclear. AAA? Niantic?
• Squad Buster’s miss continues to reverberate; Supercell is in danger of continuing to slip in rankings.
• Dream Games is incredible, but Candy Crush and Gardenscapes haven’t slowed down.