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Playtika Sets Sights on $450M in M&A, Skipping AppLovin Bid

Source: PocketGamer Mobile gaming giant Playtika is gearing up for a major acquisition spree, earmarking $300 million to $450 million for "bolt-on" M&A over the next three years. Thatโ€™s straight from President and CFO Craig Abrahams during the companyโ€™s latest Q4 and 2024 investor call. The move follows Playtikaโ€™s $1.95 billion takeover of Dice Dreams and Domino Dreams developer SuperPlay last November. While speculation had swirled about Playtika making a play for AppLovinโ€™s $900M games portfolio, this budget suggests thatโ€™s off the table. D2C Growth, But a Mixed PicturePlaytikaโ€™s direct-to-consumer (D2C) revenue climbed 8.6% Y/Y to $694M in 2024, continuing its push toward first-party distribution. In Q4, D2C revenue hit $174.6Mโ€”up 8% Y/Y, but barely nudging quarter-over-quarter growth at 0.1%. However, D2Cโ€™s share of total revenue slipped to 26.8% in Q4 (down from 28.1% in Q3), which Playtika attributed to [โ€ฆ]

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Supercell teased their โ€œBoat Gameโ€

Yesterday Supercell teased their new game called "Boat Game" โ›ต in a very cryptic video of gameplay and random images. There is also a hidden message in the video I am sure Internet will decode by now ๐Ÿ˜…. So what is Boat game about? On the surface look it looks like a simplification of Sea of Thieves โ˜ ๏ธ, the pirate hit from Microsoft. We can see that there will be 2 core gameplays, one for the naval combat with completely different abilities and one for the land combat ๐Ÿ”ซ. Again with different set of abilities. Both controlled by the typical virtual joystick on the left and ability buttons on the right control scheme. Both cores seems to have their separate inventories as seen in the image of Gear & Boat buttons. I am guessing both will be based on gacha [โ€ฆ]

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Contracts, legal considerations, and statements of work

๐Ÿ’ฐ Revenue ShareRevenue share determines how profits (net revenue of UA) are split between the developer and publisher, typically based on:๐Ÿ”น Risk & Investment โ€“ More funding = lower revenue share for the developer.๐Ÿ”น Market Potential โ€“ Projected higher-performing games get better splits.๐Ÿ”น Long Term Relations - Normally if the studio is tried and tested with the publisher they get better splits.๐Ÿข Studio Burn CoverageBurn coverage determines if the publisher funds the studioโ€™s operational costs or not, this could also be done on the title/project level:๐Ÿ”น Full Coverage โ€“ Publisher covers all costs but takes a bigger revenue cut.๐Ÿ”น Partial Coverage โ€“ Some funding, but better long-term revenue for the studio.๐Ÿ”น No Coverage โ€“ Developer self-funds but keeps more revenue.If milestones (statement of works) arenโ€™t met, funding may be delayed or cut off.๐Ÿ“Š Commercial TermsBeyond revenue share and burn, contracts [โ€ฆ]

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20 Key Mobile Game Metrics

20 Key Mobile Game Metrics ๐Ÿญ. ๐——๐—”๐—จ (๐——๐—ฎ๐—ถ๐—น๐˜† ๐—”๐—ฐ๐˜๐—ถ๐˜ƒ๐—ฒ ๐—จ๐˜€๐—ฒ๐—ฟ๐˜€) โ€ข Unique users active daily โ€ข Indicates daily engagement โ€ข Improve with limited-time events & push notifications ๐Ÿฎ. ๐— ๐—”๐—จ (๐— ๐—ผ๐—ป๐˜๐—ต๐—น๐˜† ๐—”๐—ฐ๐˜๐—ถ๐˜ƒ๐—ฒ ๐—จ๐˜€๐—ฒ๐—ฟ๐˜€) โ€ข Shows long-term retention โ€ข Boost with progression rewards & fresh content ๐Ÿฏ. ๐—ฅ๐—ฒ๐˜๐—ฒ๐—ป๐˜๐—ถ๐—ผ๐—ป ๐—ฅ๐—ฎ๐˜๐—ฒ โ€ข % of users returning after a set period โ€ข Key metric for player stickiness โ€ข Improve onboarding & mid-term goals ๐Ÿฐ. ๐—–๐—ต๐˜‚๐—ฟ๐—ป ๐—ฅ๐—ฎ๐˜๐—ฒ โ€ข % of users who stop playing โ€ข Reflects player drop-off points โ€ข Fix pain points in user flow ๐Ÿฑ. ๐—ฃ๐—น๐—ฎ๐˜†๐˜๐—ถ๐—บ๐—ฒ โ€ข Total time spent in-game daily โ€ข Add timed actions & missions to increase ๐Ÿฒ. ๐—ฆ๐—ฒ๐˜€๐˜€๐—ถ๐—ผ๐—ป ๐—Ÿ๐—ฒ๐—ป๐—ด๐˜๐—ต โ€ข Avg. duration of a game session โ€ข Indicates depth of engagement โ€ข Use multi-step goals & time-limited bonuses ๐Ÿณ. ๐—”๐˜ƒ๐—ด. ๐—Ÿ๐—ฒ๐˜ƒ๐—ฒ๐—น๐˜€ ๐—ฝ๐—ฒ๐—ฟ ๐—ฃ๐—น๐—ฎ๐˜†๐—ฒ๐—ฟ ๐——๐—ฎ๐—ถ๐—น๐˜† โ€ข Shows interaction with core gameplay [โ€ฆ]

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Claude AI is playing Pokemon on Twitch

Claude, the AI, is taking on Pokรฉmon Redโ€”and it's struggling. Hours into its Twitch stream, the model found itself blocked by a simple rock wall. No matter how hard it tried, walking through solid stone wasnโ€™t an option. The Twitch chat had a field day: โ€œWho would win? A computer AI with thousands of hours of programming, or one rock wall?โ€ Eventually, Claude figured out it could just go around. Watching Claude play is both maddening and mesmerizing. It moves at a Slowpokeโ€™s pace, deliberating every step with excruciating caution. Onscreen, its left side displays an intricate breakdown of its reasoning, while the right shows the game in real-timeโ€”turning simple actions into a saga of decision-making. At one point, Claude attempted to find Professor Oak in his lab but got confused by other NPCs in the room. Spotting a character [โ€ฆ]

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Goods Puzzle Scaled Past $300K a Day!

Goods Puzzle by FALCON GAME STUDIO already scaled past $300K a day ๐Ÿค‘ with around 200K downloads a day. It is another recent hit from a studio in Vietnam, where gaming ecosystem is booming ๐Ÿ“ˆ. How did they do it? This is a sort game, where you need to match 3 same items on a supermarket ๐Ÿ›’ bench for them to disappear. Compared to other sort games you can freely move items around the shelves disregarding their type when placing them beside each other, which is the opposite of the usual sort core, where only the same colors/items can be placed near each other. This is then smartly scaled through level design mechanics such as moving conveyor belts, chained shelves, and vending shelves, which creates difficulty through time pressure โฒ๏ธ as you fail only if you don't have any more [โ€ฆ]

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Jobs in Mobile Gaming: 34

๐ŸŽจ 1010 Jobs in Mobile Gaming ยป 21-28 February ๐Ÿ“† ๐Ÿ‘‰๐Ÿป Data from Gamigion.com/jobs ๐Ÿ•บ๐Ÿป Dev ๐Ÿ’ป Art ๐ŸŽจ Product ๐Ÿ“ฑ Marketing ๐ŸŽฏ Business ๐Ÿ’ฐ Data ๐Ÿ“ˆ QA โš’๏ธ ๐Ÿ’ป Dev Unity Client Engineer - Scopely ๐Ÿ‡ฌ๐Ÿ‡ง Associate Technical Product Manager - Star Trek Fleet Command Scopely ๐Ÿ‡ฎ๐Ÿ‡ช Senior Full Stack Engineer (Platform) - Scopely ๐Ÿ‡ฎ๐Ÿ‡ช ๐Ÿ‡ฌ๐Ÿ‡ง ๐Ÿ‡ช๐Ÿ‡ธ ๐Ÿ‡ต๐Ÿ‡น Senior Analytics Engineer Scopely ๐Ÿ‡ฒ๐Ÿ‡ฝ Senior Software Engineer- Website Development Zynga ๐Ÿ‡ฎ๐Ÿ‡ณ Senior Manager, Engineering Zynga ๐Ÿ‡ฎ๐Ÿ‡ณ Senior UI Engineer - Echtra Games Zynga ๐Ÿ‡จ๐Ÿ‡ฆ ๐Ÿ‡บ๐Ÿ‡ธ Principal Software Engineer - Game Services, ZMGT Zynga ๐Ÿ‡จ๐Ÿ‡ฆ Senior Software Engineer (Client) - Wizard of Oz Slots Zynga ๐Ÿ‡บ๐Ÿ‡ธ Principal Software Engineer - zConnect, ZMGT Zynga ๐Ÿ‡จ๐Ÿ‡ฆ ๐Ÿ‡บ๐Ÿ‡ธ Full Stack Developer Playtika ๐Ÿ‡ต๐Ÿ‡ฑ Unity Developer Playtika ๐Ÿ‡ต๐Ÿ‡ฑ C# Client developer Playtika ๐Ÿ‡ต๐Ÿ‡ฑ Unity Technical Lead Playtika ๐Ÿ‡ต๐Ÿ‡ฑ Software Developer Moon Active ๐Ÿ‡ต๐Ÿ‡ฑ Technical Support [โ€ฆ]

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How Do Publishers Decide Which Games to Sign?

The greenlight process is the final stage of due diligence, where the publishing team comes together to review all aspects of a game and decide whether to sign it. While each publisher has its own approach, the ultimate goal is the same:โžก๏ธ Do we believe in this game enough to invest in it?Hereโ€™s how the decision-making unfolds:๐ŸŽฏ Stage 1: The Cross-Team ReviewThe publishing team evaluates all major areas of the game, typically led by designated owners for each function:๐Ÿ”น Product & Design โ€“ Is the gameplay engaging? Does it meet genre benchmarks?๐Ÿ”น Production โ€“ Can the studio execute on time and at scale?๐Ÿ”น Marketing โ€“ Are CPI, CTR, IPM and retention strong enough to support profitable UA? Do we have monetisation metrics already?๐Ÿ”น Commercial Viability โ€“ Can it scale profitably? How much will we need to invest to get it [โ€ฆ]

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Bus Games in the charts?

Wondering how Bus Games are in the top charts? โ€‹๐ŸšŒโ€‹โ€‹๐Ÿš Check out some insights into the trend and dive into the fastest growing Bus Games in the world! ๐Ÿš€โ€‹๐Ÿš™In my opinion these games are great for those who love organizing ๐Ÿ”ฅโ€‹โ€‹โ€‹Data from SocialPeta LtdCrazyLabs ABI Game Studio iKame Global

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Call of Duty Mobile Hits $3B in User Spending!

Call of Duty Mobile Hits $3B in User Spending ๐Ÿ”ฅ Activision Publishingโ€™s top-grossing and most-downloaded mobile game has reached a major milestone, now accounting for 97% of the publisherโ€™s total mobile revenue ๐Ÿ’ฐMoreover, if we factor in the user spending from CoD Mobile Garenaโ€”a Southeast Asian version of the gameโ€”total user spending increases by an additional $340M!The game has also maintained a stable monthly download rate, consistently ranging between 3M and 4M over the past two years ๐Ÿ’ชA well-deserved applause for the studioโ€™s ability to sustain both engagement and revenue for such an extended period! ๐Ÿ‘

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RIP Space Ape Games: 70 join Supercell London, and 30 laid off

As reported by MobileGamer, Space Ape Games is no more. Following Supercellโ€™s full acquisition in November 2024, the studioโ€™s fate has now taken shape: 70 staff join Supercell London, 30 are laid off, and the rest take their projects to new homes. Supercell confirmed that โ€œaround 70โ€ former Space Ape employees will be part of Supercell London, marking a major expansion of the Finnish giantโ€™s UK presence. Meanwhile, Chrome Valley Customs and Fastlane are moving to Offroad Games, a new startup led by ex-Space Ape GM Geoffrey Gilles, bringing along 10-12 team members. Transformers: Earth Wars shifts to Chinese publisher Yodo1, which will now handle the game globally, taking 10 Space Ape employees with it. Unfortunately, around 30 staff were left without roles, though Supercell reportedly worked to minimize layoffs and support transitions. Some declined offers at Supercell or the [โ€ฆ]

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