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Scopely GOes and MONOPOLIZES One Genre After Another 🥇

Scopely GOes and MONOPOLIZES One Genre After Another 🥇 Adding another GO to its portfolio could make Scopely the dominant force across THREE genres! And that’s not even counting the genres where the company already has a solid presence, like 4X with Star Trek Fleet Command and Team Battlers with MARVEL Strike Force. 🚀If the $3.5B deal goes through, Scopely will control 76% of the Location-Based Market, the vast majority coming from Pokémon GO. Here are a few key insights on the location-based market from AppMagic's latest post: https://lnkd.in/gaEPUwug 🔷 Niantic owns 4 out of the top 10 location-based games. This is one of the most monopolized segments in gaming, with incredibly high entry barriers.🔷 Having a major IP is almost essential in this market, yet even that doesn’t guarantee success. 🔷 Niantic has seen multiple failures with titles based […]

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Current state of publishing in Mobile Games?

Mobile game publishing is set to thrive in 2025, building on the momentum of a strong 2024. Hits like Hexa Sort and Twisted Tangle have demonstrated the power of effective publishing strategies, and it’s no surprise that 9 out of the top 10 gaming companies by downloads have dedicated publishing divisions or strategies in place.For developers, partnering with a strong publisher has never been more essential. Here are my three key reasons why: 1. Funding challenges are growing.Investment in game studios is at a five-year low. According to the latest Konvoy report (see graph in the comments), Q4 2024 saw a 47% QoQ decline in funding. While early-stage investments are still happening, they are primarily small checks meant for prototyping or MVP development. Securing the capital needed for scaling and doing UA at scale? highly unlikely, or at least most […]

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Monopoly GO Top Revenue-Driving Events

Monopoly GO Top Revenue-Driving Events 𝟭. 𝗣𝗿𝗶𝘇𝗲 𝗗𝗿𝗼𝗽 𝗘𝘃𝗲𝗻𝘁𝘀 🎯 • Plinko-style mini-game using chips. • Chips can be bought or earned. • Multipliers boost spending and rewards. 𝟮. 𝗛𝗮𝘂𝗻𝘁𝗲𝗱 𝗠𝗮𝗻𝘀𝗶𝗼𝗻 👻 • 8-player teams add social pressure. • Solo and team goals drive spending. • Blackjack-style mechanic encourages retries. • Limited time adds urgency. 𝟯. 𝗣𝗮𝗿𝘁𝗻𝗲𝗿𝘀 𝗘𝘃𝗲𝗻𝘁𝘀 🤝 • Team up with a friend. • Land on special tiles to earn currency. • Spin the lucky wheel for event points. • Grow 4 objects to unlock the final reward. 𝟰. 𝗧𝗼𝘂𝗿𝗻𝗮𝗺𝗲𝗻𝘁 𝗥𝗮𝗰𝗲 𝗘𝘃𝗲𝗻𝘁𝘀 🏁 • Compete in teams of three. • Spend flags to roll dice and earn points. • Rewards for laps and placement. • Medals from three tournaments decide the winner. 𝟱. 𝗧𝗿𝗲𝗮𝘀𝘂𝗿𝗲 𝗛𝘂𝗻𝘁 💎 • Tap squares to find hidden treasures. • Each tap costs a […]

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Scopely Control 76% of the Location-Based Market

Acquiring Niantic = Scopely Controlling 76% of the Location-Based Market Scopely is reportedly in talks to acquire Niantic for $3.5B. If the deal goes through, it will be one of the biggest M&As in gaming history! For us, this is a perfect moment to take a closer look at the genre and Niantic’s role in it:🔷 Niantic owns 4 out of the top 10 location-based games, generating 76% of total market revenue. This is one of the most monopolized segments in gaming, with incredibly high entry barriers.🔷 Having a major IP is almost essential in this market, yet even that doesn’t guarantee success. Despite its dominance, Niantic has seen multiple failures with titles based on Harry Potter, NBA, Transformers, Catan, and Marvel.🔷 While Pikmin and Monster Hunter are performing better, they’re still far behind Pokémon GO, which alone accounts for […]

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User Acquisition vs. Organic Growth

Imagine you’re driving traffic with your best-paid channels, yet your organic growth stagnates. It sounds counterintuitive but could be the key to unlocking more sustainable revenue. As the UA landscape becomes more competitive and user ID tracking becomes more challenging due to privacy changes, marketing teams are under pressure to be more data-savvy than ever. The need for deeper analysis of UA has driven many to explore advanced models like Marketing Mix Modeling (MMM) and Incrementality in hopes of better understanding platform algorithms and optimizing performance. MMM is a separate topic that requires its own discussion. In this post, I will focus on the basics of organic incrementality—how paid UA impacts organic growth and highlight key situations where reevaluating your testing strategy with a robust model could enhance your marketing efforts. Incrementality in Marketing: Incrementality measures the true impact of a marketing campaign or channel by assessing […]

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How to Spot a successful Hybrid Casual Game?

How to Spot a successful Hybrid Casual Game?Is it the IAP or the downloads? Answer is surprising: You simply can never be sure. (Why? on PS)Yet you can get PRETTY close.and trust me, you want to get close. Here is my theory:Let’s take puzzles: you are looking for stability.Track the RETENTION. Like day 60+.How do you find that?Well check out the downloads and Revenue.Revenue that starts piling up after 60 days.Cause, thats gonna be almost 100% IAP.Therefore, your IAP Rev chart is actually yourLONG TERM retention. like d60-d180For education purposes, I used 2022-2023-2024.Numbers won’t matter cause these are Top ones.When you spot a game scaling for a year,And THEN getting IAP, again for a long period.Congrats. You got yourself a fantastic game. 🦄 To measure this accurately, you gonna need toSet up your custom dashboards on AppMagicCheck it out once […]

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Candy Crush Solitaire by King

Candy Crush Solitaire by King had it global launch two weeks ago (Feb.6th). Looking at the numbers the game did just $260K in revenue on 3 Mil. downloads in that time. This doesn't seem like the result King was looking for? why is this happening? 🤔 Compared to competitors, and there are many, there is one major change in core gameplay, where players can store 1 extra card as another "connecting" card, instead of just linear connecting of all the cards on the board. This gives them much more tactical gameplay ⚔️, where they can save this card for later, when they run out of their current chain to immediately start the next one. Because of predominantly older female players, this seems like a step too far into the puzzle, strategic depth direction, which makes the game much more niche, […]

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My Take on Liftoff 2025 App Marketers Survey

🔴 Here's my take on what 700+ mobile marketers revealed in the latest industry survey from Liftoff Mobile: Source 📱 The big trend? Diversification.56% are working with MORE partners in 2024 (up from 42% last year)But here's where it gets interesting...Traditional paid channels aren't enough anymore:62% use organic social/viral (easy to talk, hard to walk the talk)51% leverage influencers 29% focus on community buildingAnd AI?34% see biggest benefits in creative production20% in creative optimization💰 Where's the money going in 2025?Ad networks: 41% (↑ from 36%) - Maybe, all meant Applovin. Self-attributing networks: 36%DSPs: 14%The message is clear: successful mobile marketers are expanding beyond traditional UA channels.

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Brutally Honest #152

Hey, FAM! What’s up? 🥃 Drink talk So much stuff happening at 2.5gamers! GO listen to our album or get our Merch. 25gamers.com/shop 🦩Tip of the week Look, testing new channels is always risky, but you can’t grow without taking risks. New channels will underperform at first. That’s normal. Expect 20–30% higher CPIs and lower ROAS initially. Your goal is to learn, not to profit immediately. Kill Fast, Scale Faster: If a channel isn’t showing promising signals (e.g., decent ROAS, install volume, or retention) after 2–3 weeks, cut it. Don’t waste time or money. But if it works, double down aggressively. When to Say It’s Enough and Move On? This is where most people mess up. They either give up too soon or waste money chasing a dead end. Here’s my rule of thumb: Set Clear KPIs: Define what success […]

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Scopely to buy Pokemon GO from Niantic

Data: SensorTower Scopely is in talks to buy Pokémon GO from Niantic, Inc. for $3,5B according to Bloomberg. Another week and another big company exit from the game industry as we saw with AppLovin last week, selling its whole gaming portfolio to yet unannounced the buyer. ◾ The deal would include the whole gaming portfolio of Niantic, but realistically speaking, only Pokemon GO matters there, as it did 80% ($30 Mil.) of the whole portfolio revenue in the last 30 days. Monster Hunter Now is doing $4 Mil. a month (10,7%) and Pikmin Bloom doing $2,4 Mil. a month (6,6%). After the colossal success of Pokémon Go, the geolocation game that started it all in 2016, Niantic was never able to replicate similar success with other big IPs such as Harry Potter 🧙, NBA, or Marvel in the geolocation genre […]

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META: Is this for REAL?

Meta is this for real????? 😳 😨 I mean, this looks like a clear intention to me. I honestly expect that they will get rid of manual campaigns at some point and this is scary. This is forcing advertisers to feed their crappy inventories!!!Man, this industry really kills me more times than I deserve.I CAN'T EVEN FIND AN OPTION TO DISABLE THIS SH****!!!!!!

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Secret to Growing on iOS?

“What’s the secret to growing on iOS?”.It’s the question I get asked the most. My answer? There’s no one-size-fits-all strategy.Looking back at the game developers and UA teams I’ve worked with at Apple & ironSource, I noticed one thing:1. The most successful teams know their strengths. 2. Then they double down on them.Take Trailmix Games.With Love & Pies 🥧, they stood out in the competitive Merge category through strong storytelling, inclusive characters, and sweet visuals.And it worked: looking at their App Store reviews, 40% of players mentioned loving the game for these exact reasons.The next step? Leaning into it and making sure their UA campaigns + ASO strategy highlight what players love.That’s exactly why I built the DICE Framework - to help teams identify their strengths and use them to drive growth, focusing on 4 key UA pillars:- Data- Innovation- […]

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