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What value is in Gen AI nowadays?

People often ask "What value is in Generative AI nowadays?"The answer, if you want numbers, is between 43% and -26%. Key learnings from the BCG study (link in the comments):1. For the tasks AI is good at, you can expect a double digit increase in productivity.2. People are not aware yet of what a "task AI is good at" is. We need more testing and transparency.3. If the task isn't something AI is good at and you just regurgitate its answers, it actually causes more harm than good.4. AI assistance is a great leveler of skill. People who want to play catch up with senior talent benefit more from this.5. Prompt engineering or, in other words, "being better at using chatbots to engage with the LLMs" does help improve performance and avoid worst-case scenarios of using AI.6. The best uses […]

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iOS in 2024?

In recent years, there have been many changes within the iOS ecosystem.✅ What does the current iOS ecosystem look like?✅ How do iOS users differ from Android users?✅ How does iOS perform across different mobile gaming and non-gaming genres?✅ How does iOS data change when we exclude China?✅ In which countries does iOS have a strong presence, and where is it less dominant?✅ What insights can we derive from this data?Industry professionals frequently ask me these questions. After recently analyzing these topics, I'd like to share some data points gathered from various sources.

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Web3’s Biggest Problem is Solved; Time to Unleash the Uh, Product?

Ah, web3: a past marked by rug pulls, North Korean heists, and prices more volatile than Gamestop shares. However, for all its misgivings, audiences still capitalize web3, with prices far from zero. Parallel, a new web3 CCG hit a half-billion market cap considering token and NFT prices, and yes, it's pre-launch. Despite flaws, Parallel looks cool, and games like Sipher are turning heads, while Sorare is already established. Chris Heatherly is brewing something with Mystery Society, giving 'Among Us live-service' a jolt. But for all its hopes, web3 has been blocked by distribution and confined to the browser. Epic Game Store, a trusted brand, now carries web3 games, even with an Adults Only rating. Finally, Web3 is playable on mobile, with the compromise of giving Apple 30% and tacking on an equivalent user-facing tax. All this festers into 2024 as […]

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To scale or not to scale? That’s the question.

🫴🏼💀 To scale or not to scale (a campaign)? That's the question. And guess what? I've got a little strategy that might just help you answer it. Here's why and how:Introducing: Histogram to find a sweet spot in spend and CPA. 🎆✅ Why this matters Understanding the direct relationship between your daily spend and CPA is crucial. It shows you exactly how much a campaign can scale. (Assuming you won't be changing targeting, creatives, etc.)⁇ What to do:Pull Your Spend Data: Start with your daily spend. If the campaign's been running longer, weekly data can also give you a good picture.🔍 Observe the Relationship: You'll likely see a linear increase in CPA as spend goes up. But, be prepared for steeper climbs (think hockey stick curves) when you significantly increase your budget.🧐 Why isn't this standard? I wonder why MMP partners […]

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Creative Decode #3

New issue alert! Dive into Creative Decode #3, where we closely examine the engaging Hay Day game ad, ranked #9 and #13 on Smaato in December according to Sensor Tower 🚀Hay Day, a charming farming simulation game, offers a serene glimpse into rural life, captivating players across the globe. This issue features an in-depth analysis by Ivan Razmakhov, the Creative Production Director at AdQuantum, who decodes the artistry behind the game's advertising.Check out the ad: https://lnkd.in/dGTCTTPD We value your thoughts and insights – share them with us in the comments! 🔍hashtag#CreativeDecode hashtag#HayDay hashtag#GameAdCreative hashtag#MobileGaming hashtag#AdAnalysis hashtag#MarketingInsights hashtag#DigitalAdvertising

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Travel Town: Are Merge Mechanics the Next Puzzle Trend?

Travel Town: Merge Adventure, developed by Magmatic Games, is a puzzle game that saw its global release on December 21st. The game distinguishes itself with its merge mechanics, garnering significant acclaim since mid-2023. Merge mechanics have been a staple in mobile gaming for years, with Merge Mansion being a notable pioneer. Players are drawn to merge mechanics primarily for the progression element inherent in this gameplay mechanic. In this week's post, I'll delve into what sets Travel Town apart from its competitors and what makes it so captivating. Core Game Loop Travel Town employs familiar core and meta game loops: players merge items to earn rewards, facilitating the upgrading of their buildings and unlocking of new areas. However, amidst this familiarity, there's a hint of innovation. Unlike many similar games where collecting coins is the primary focus, Travel Town introduces […]

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Supercell Syndrome: The Trap of Copying Success

Let's talk about different forms of Supercell-syndrome. 1. During its brightest moments, when Supercell was at the top, everyone went copying their small independent teams model in a syndrome-like manner believing it results in greatness - eventually failing on it. Even investors & VCs fell in love with it - but if you try to pitch same now, they won't invest in you as they don't buy it.🤑😬2. Based on Ilkka Paananen's latest blog post, Supercell clearly did fall being a victim of their own Supercell-syndrome; which resulted after shipping Brawl Stars to not shipping a game and realizing the hard truth that even they need to adapt to where the market is, incl. publishers that topped them by taking engagement, monetization & distribution means to another level in unique ways. Now, as a result, Supercell is moving from small […]

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We Are Warriors: Ad Juggernaut & Creative Depth

We Are Warriors by Lessmore is an Ad revenue juggernaut. In less than a few months, the game has scaled its ad revenue to just about $200k/day earning an additional $33k/day in IAP revenue. Here’s how:Progression is not linked to watching Rewarded Ads. We Are Warriors uses caps on most RV placements to ensure that users stick around for longer and are more motivated to make an IAP. One of the best-performing ad placements is the RV placement for free meat which is capped at 2/day. This cap means that users can’t quickly progress through the levels and have to remain in the game for longer.81% of users in We Are Warriors watch Rewarded ads. For reference a 45% ad viewer rate on rewarded ads is considered average, 81% is simply a master class in Rewarded Ads. As the progression […]

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Gaming Publishers Beyond AI Powered Marketing

If you watch trends, then you are laser-focused on mobile gaming. The app vertical is a petri dish of unbridled experimentation spearheaded by data experts and enthusiasts who are defining the future now. Fortunately for us, many of these experience pioneers gathered at PGC London last week to share the strategies and shortcuts that keep them at the top of their game (pun intended). Watch for more workarounds that harness our behavioral breadcrumb trail of data and what Embrace CEO Eric Futoran calls the “app exhaust” of a multitude of interactions and events to shape our in-app experiences. Tapping app event stream data for deep(er) insights Embrace is a company you’ll be hearing a lot from—and that’s a good thing at a time when app store algorithms have begun to rank games based on performance metrics and can punish games […]

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Mobile in Africa in 2024?

Africa is a region with strong potential for growth in the coming years, particularly in mobile gaming, non-gaming apps, and the overall mobile sector. Having been involved in several Africa-focused initiatives in the last years (with an emphasis on mobile gaming), I've observed this potential firsthand.However, reliable data about this market can be difficult to find due to its scattered nature. Let's explore what existing data tells us about Africa. I recently conducted some analyses and would like to share some parts of it here. I think it should be useful for some people exploring that region.

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Valuation caps with SAFE notes

This is interesting from Carta. It shows what kind of valuation caps are happening with SAFE notes in 2023. A few observations:- Sub $500K rounds are happening with a dilution of 10% or less (light blue most significant segment $5M-$7.5M)- This feels more reflecting the pre-seed and seed market of the US than Europe, where founders still are diluted by 20%-25%- Many things point out that seed is not as affected by a down market (e.g., $1M to $2M at $10M-$15M is normal from 2021)

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Gaming Startups, here is a new hope

I cannot show you the exact path, but I can point you in the right direction. The longer I've been a startup investor, the more evident it becomes where game company pitches fail: it's when you pitch a game, not a company. A typical deck introduces the company as slide number one, preceded by a team slide. Then, the deck deep dives into the game pitch and never emerges. Why is that not a good thing? First, if the game fails, the company will have an identity crisis; its whole existence was built on the idea of the game working. As a second point, a game's success is often only possible to know after it's launched. Many variables, often unknown ones, will cause a perfect game to not work in the market. If the game is still in early development, […]

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