Royal Kingdom to Grow Match-3 GDP
๐ฅ๐ข๐ฌ๐๐ ๐๐๐ก๐๐๐ข๐ ๐ง๐ข ๐๐ฅ๐ข๐ช ๐ ๐๐ง๐๐๐ฏ ๐๐๐ฃ
โข Royal Kingdom launching Nov 22; today!
โข Royal Match has run away with it, but Candy Crush has grown over the long haul!
โข Some of its best quarters over the last two years.
โข Royal explosive growth didnโt come at anyoneโs expense; Bezos and Paul Graham are right.
โข ๐ ๐ผ๐๐ ๐ฐ๐ผ๐บ๐ฝ๐ฎ๐ป๐ถ๐ฒ๐ ๐ฑ๐ถ๐ฒ ๐ฏ๐ ๐๐๐ถ๐ฐ๐ถ๐ฑ๐ฒ, ๐ป๐ผ๐ ๐ต๐ผ๐บ๐ถ๐ฐ๐ถ๐ฑ๐ฒ.
โข Of the big threeโCandy, Scapes, and Royalโonly Royal lacks the 2nd and 3rd+ spin-offs.
โข โ2nd flagshipโ games do well, but that seems like the ceiling (Familyscape and additional Candy spin-offs struggled)
๐ฃ๐ข๐๐๐ ๐ข๐ก ๐ฃ๐ข๐๐๐๐ง: ๐ฆ๐๐๐ฅ๐๐๐๐ก ๐ข๐ฅ ๐ฅ๐จ๐ก-๐ฅ๐๐ง๐?
โข ๐๐ผ๐ฟ๐ฟ๐ฒ๐ฐ๐๐ถ๐ผ๐ป: Downloads were falling fast last time we checked (steady revenue pulled: Nov 5; Updated: Nov 14)
โข ๐จ.๐ฆ. ๐ฑ๐ผ๐๐ป๐น๐ผ๐ฎ๐ฑ๐ ๐ณ๐ฒ๐น๐น ๐๐ผ ๐ฒ๐พ๐๐ถ๐น๐ถ๐ฏ๐ฟ๐ถ๐๐บ, ๐ฏ๐๐ ๐๐ฎ๐ฝ๐ฎ๐ป, ๐๐ถ๐๐ต ๐ฎ ๐ฎ๐ญ-๐ฑ๐ฎ๐ $๐ฎ๐ฐ ๐ฅ๐ฃ๐, ๐ต๐ฎ๐ ๐บ๐ฎ๐ถ๐ป๐๐ฎ๐ถ๐ป๐ฒ๐ฑ ๐๐๐ฒ๐ฎ๐ฑ๐ ๐ฑ๐ผ๐๐ป๐น๐ผ๐ฎ๐ฑ๐ ๐ณ๐ฟ๐ผ๐บ ๐๐ต๐ฒ ๐๐๐ฎ๐ฟ๐. Actual UA reinvestment? With high RPD, should this be increasing?
โข Can the success continue?
โข Meta-collection cores could have diminishing returns (see web3), but brand could take this home. Remember: ๐๐ฉ๐บ๐ด๐ช๐ค๐ข๐ญ ๐๐๐ ๐ฅ๐ฐ๐ฆ๐ด ~$850๐ ๐ข๐ฏ๐ฏ๐ถ๐ข๐ญ๐ญ๐บ ๐ช๐ฏ ๐๐ข๐ฑ๐ข๐ฏ ๐ข๐ญ๐ฐ๐ฏ๐ฆ.
โข One to watch in 2025!
โข ๐ฆ๐ฒ๐ฐ๐ผ๐ป๐ฑ ๐๐ถ๐ป๐ป๐ฒ๐ฟ, ๐ฏ๐ฟ๐ถ๐ป๐ด ๐ผ๐ป ๐๐ต๐ฒ ๐น๐ผ๐ผ๐ ๐ฏ๐ผ๐
๐ฒ๐ ๐๐ผ ๐ ๐ฎ๐ฟ๐๐ฒ๐น ๐ฆ๐ป๐ฎ๐ฝ!
๐ง๐๐ ๐ก๐๐ซ๐ง ๐๐ฅ๐๐๐ง ๐ ๐ข๐๐ ๐๐ฆ ๐๐๐ฅ๐…๐๐๐๐ก๐ ๐ข๐ฅ ๐๐จ๐ฆ๐ง.
โข Supervive (BR-MOBA) from Theorycraft Games ($๐ด๐ด๐ ๐ฟ๐ฎ๐ถ๐๐ฒ๐ฑ) released into Early Access.
โข Former League of Legends leadership team jumped ship to start this company.
โข ~29k Peak PSU; enough to enter the Top 50 Steam ranks, but only over the last two days.
โข An uncited but highly suggestive rumor is that ๐๐ฒ๐ฎ๐ด๐๐ฒ ๐ผ๐ณ ๐๐ฒ๐ด๐ฒ๐ป๐ฑ๐ ๐ฑ๐ฒ๐ฟ๐ถ๐๐ฒ๐ ๐ณ๐ฌ-๐ด๐ฌ% ๐ผ๐ณ ๐ถ๐๐ ๐ฟ๐ฒ๐๐ฒ๐ป๐๐ฒ ๐ณ๐ฟ๐ผ๐บ ๐๐ต๐ฒ ๐๐ฎ๐๐ ๐ฟ๐ฎ๐๐ต๐ฒ๐ฟ ๐๐ต๐ฎ๐ป ๐๐ต๐ฒ ๐ช๐ฒ๐๐.
โข With China allowing the global version of Steam to be released nationally, can this game backdoor into China without regulator approval?
โข ๐๐ฎ๐ฝ๐ถ๐๐ฎ๐น๐ถ๐๐ฒ ๐ผ๐ป ๐๐ต๐ฒ ๐๐๐ฃโ๐ ๐น๐ฎ๐ฐ๐ธ ๐ผ๐ณ ๐ฒ๐ป๐ณ๐ผ๐ฟ๐ฐ๐ฒ๐บ๐ฒ๐ป๐! ๐๐ต๐ถ๐ป๐ฒ๐๐ฒ ๐ถ๐ป๐ณ๐น๐๐ฒ๐ป๐ฐ๐ฒ๐ฟ! ๐๐ฎ๐ป๐ด๐๐ฎ๐ด๐ฒ ๐น๐ผ๐ฐ๐ฎ๐น๐ถ๐๐ฎ๐๐ถ๐ผ๐ป!
๐ฅ๐ข๐๐๐ข๐ซ ๐๐ฆ ๐ฅ๐จ๐ก๐ก๐๐ก๐ ๐ข๐จ๐ง ๐ข๐ ๐๐๐๐ฆ; ๐๐๐๐๐ ๐ญ๐ฌ๐ ๐๐๐จ
โข Up 27% year over year, with another 10M DAU Quarter over Quarter
โข ๐จ๐ฝ ๐ฎ๐ฐ๐ฟ๐ผ๐๐ ๐ฎ๐น๐น ๐ฟ๐ฒ๐ด๐ถ๐ผ๐ป๐!
โข ~40-50M U13 kids in the US and Canada, ๐ฅ๐ผ๐ฏ๐น๐ผ๐
๐ต๐ฎ๐ ๐ฑ๐ฌ% ๐ผ๐ณ ๐ฎ๐น๐น ๐ธ๐ถ๐ฑ๐ ๐ถ๐ป ๐๐ต๐ฒ ๐จ.๐ฆ. ๐ฎ๐ป๐ฑ ๐๐ฎ๐ป๐ฎ๐ฑ๐ฎ ๐ฎ๐ ๐๐๐จ.
โข Added 2M more Over 13 DAU as well!
โข ๐๐ฐ๐ด๐ต๐ด ๐ข๐ฏ๐ฅ ๐ณ๐ฆ๐ท๐ฆ๐ฏ๐ถ๐ฆ ๐ข๐ณ๐ฆ ๐ด๐ต๐ช๐ญ๐ญ ๐ณ๐ช๐ด๐ช๐ฏ๐จ they must sever the umbilical cord. Nonetheless, engagement growth marches on.
