Game Review Radar #7: All-time highs! Random pundits think Balatro is dead. Think twice!

Game Review Radar #7: All-time highs! Random pundits think Balatro is dead. Think twice!

February 03, 2025 50m

In this episode, we explore game apps—their growth, challenges, and performance metrics. We examine monetization, user engagement, and the impact of offline and hybrid games while discussing anticipated titles and marketing strategies. We also cover scaling strategies, power progression layers, and future predictions for trading card games, emphasizing the need for creativity and innovation in the gaming industry. This is no BS gaming podcast 2.5 gamers session. Sharing actionable insights, dropping knowledge from our day-to-day User Acquisition, Game Design, and Ad monetization jobs. We are definitely not discussing the latest industry news, but having so much fun! Let’s not forget this is a 4 a.m. conference discussion vibe, so let's not take it too seriously. Panelists: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Jakub Remia⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠r,⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Felix Braberg, Matej Lancaric⁠ Podcast: Join our slack channel here: https://join.slack.com/t/two-and-half-gamers/shared_invite/zt-2um8eguhf-c~H9idcxM271mnPzdWbipg ---------------------------------------PVX Partners offers non-dilutive funding for game developers.Go to: https://pvxpartners.com/They can help you access the most effective form of growth capital once you have the metrics to back it.- Scale fast- Keep your shares- Drawdown only as needed- Have PvX take downside risk alongside you+ Work with a team entirely made up of ex-gaming operators and investors--------------------------------------- Chapters 00:00 The Growth and Challenges of Game Apps 02:27 Review Radar: Analyzing Game Performance 06:27 The Impact of Offline Games 12:08 The Rise and Fall of Anticipated Titles 19:05 Innovations in Game Monetization and User Engagement 26:24 Analyzing User Base and Market Trends 27:00 Marketing Strategies and Game Performance 29:10 The Rise of Hybrid Games and Competitions 30:33 Revenue Insights and Game Launch Success 31:14 The Evolution of Game Genres and Trends 32:17 Scaling Strategies for Game Development 33:20 The Future of Hubby Games 35:35 Power Progression Layers in Gaming 36:30 Comparative Analysis of Game Performance 38:07 User Engagement and Game Updates 40:04 Nostalgia and Market Competition 41:07 Predictions for Trading Card Games 43:32 Final Thoughts on Game Performance 48:15 Closing Remarks and Future Directions --------------------------------------- Matej Lancaric User Acquisition & Creatives Consultant ⁠https://lancaric.me Felix Braberg Ad monetization consultant ⁠https://www.felixbraberg.com Jakub Remiar Game design consultant ⁠https://www.linkedin.com/in/jakubremiar --------------------------------------- Takeaways Offline games can still generate revenue despite perceptions of being dead. Anticipated titles can experience significant drops in user engagement post-launch. Understanding user demographics is key to effective marketing. Cross-promotions and collaborations can enhance user interest and retention. Marketing strategies play a crucial role in game performance. Hybrid games are becoming increasingly popular in the market. Revenue insights reveal the potential for significant earnings. The evolution of game genres is shaping player preferences. Scaling strategies are essential for successful game development. Power progression layers are a common trend in gaming. User engagement is critical for long-term success. Predictions for trading card games indicate a bright future. --------------------------------------- Please share the podcast with your industry friends, dogs & cats. Especially cats! They love it! Hit the Subscribe button on YouTube, Spotify, and Apple! Please share feedback and comments - matej@lancaric.me --------------------------------------- If you are interested in getting UA tips every week on Monday, visit ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠lancaric.substack.com⁠⁠⁠⁠⁠⁠ & sign up for the Brutally Honest newsletter by Matej Lancaric

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Full Transcript

It's not the curse. It's just...
October 14th. When you don't have the depth of the creatives, you can't sustain the growth.
So it went to 53, 55k a day, let's say, on IAPs only, and then just went down. Double that because it was 54% out of it.
Yeah, so let's say 100k a day, whatever. Which is still pretty...
Scaled to half of that. Still pretty good, honestly.

Downloads Vibes is doing pretty well.

It's still like 80, uh- hello again. Welcome to another episode of Two and a Half Gamers.
My name is Matej Lančaric. I'm Felix Prober.
I'm Jakub Remjer. And we are your hosts.
So, what are we talking about today? Oh, wait. We're talking about Game Review Radar.
Is it the truth? Okay. Some of those games we reviewed are dead.
But some of those games we reviewed are on all-time high. Well, we can guess which is which.
Well, let's see. Let's do this thing, like predict the graph before I show it.
Okay. For those that don't know, this is a format that we run where we go through the games

that we review on the podcast and pretty much go all the way three months back to look at

them.

So we don't just kind of, you know, magically abandon them and like take lessons from something

that could not be sustainable or we confirm our predictions on so forth.

So we're going to do that now.

This is Review Radar Volume 7 and we're starting with Impulse from September 5. I mean, we are basically cheating because you said it's on all-time high.
So it's on all-time high. Yeah.
Yes. I wouldn't expect this, honestly.
But yeah, this looks amazing, literally. If you look at this, this started in 2019, and it's now doing this kind of a spike of like 200k per day and stabilized at 150k.
They're still like bigger than the baseline ever. Now when I'm looking at us on the right-hand side when we record, and obviously this, man, you need to get a light because I'm fucking purple.
I feel like this is blue and you just need to, I mean, just get the Pikachu out of your t-shirt. Just put it live or whatever.
Just get the light. It looks so cool.
We look like that center tower graph. Yeah, yeah, yeah.
That money. Money right there.
Exactly, exactly okay i'll do some vfx modifications i have a rgb light on my on my table it's just too too not strong enough anyway focus on the game yeah so this is the app the game parentheses that tries to look as an app which is again cure your brain, IQ, Alzheimer's, and pretty much every single disease that you can remember. My favorite UI creatives.
They're doing well. They're doing well.
This is the gameplay itself. It's pretty much like a bunch of list of hyper-casual games and games that kind of, you know, looks good.
It's working. If you remember our well, the camera that zooms in on Jakub from the very beginnings of the podcast, it's on and it's amazing.
He moves, the camera moves and it zooms in randomly. So now we are back.
Without gulking, yeah? Yes. Back to the roots, gentlemen.
This is great. Love it.
Okay. Anyway, so Impulse also has 15% ad revenue.
So if they're earning 200K a day, that means they're actually earning 230K a day. Impressive.
Yeah, this impressive. If you, let's say, move to active users, they have stuff.
To help us. It's January.
And by the way, they broke the podcasters because a lot of time when you review something, it goes to hell. So it helps them in job cases.
Yeah, but that kind of applies to games,

not apps. Yeah, but this is

also not an app. It's like

very sophisticatedly

camouflaged games.

Camouflage.

Mr. Camouflage.

200k spikes,

150k baseline, heads off.

And the team is small, we know it, the CEO

told us. Yeah, the team is small.

And you know what?

If they are

Thank you. 50k baseline heads off.
And the team is small, we know it, the CEO told us. Yeah, the team is small.
And you know what? If they are spending so much money, maybe they have so much money on their bank account, or maybe they're using partners like PVX partners, actually. You never know, right? Here we go.
Because today's episode is brought to you by our sponsors, PVX Partners, the simplest and most effective credit line for marketing. Yeah, they have some clients.
I don't think Impulse is one of them, but still, anyway. If you're scaling your game or app and you need funding, yeah, the PVX Partners are here for you.
You don't really need to sell your sole or share of the company because there is no equity dilution it's flexible, fast fully tailored for your growth so that's it thank you very much guys for sponsoring the episode and everybody else you should visit pvxpartners.com and check the show notes everything is there thank you very much. Let's get back to the episode.
Yep. Next game that I'm going to show will be offline games, no Wi-Fi games.
Oh, this is going to be dead. It's not dead, but it's more than...
There wasn't really any IP revenue. It was just there.
Download twice. Let's let's take some guesses.
It's on there. It's 20% of the downloads they had before.
20% of when we covered it in September? Yeah. I think what really matters here is active user base, right? So I think they're on less than a million.
Less than a million. Okay this is a revenue September 12th so this is where we covered it was already on like yeah our trend.
Down trend, by the way, means 500k a day. Yeah.
Because this peak is like 1,300,000 a day. So now it's something like 420k a day.
Okay, so not that bad. Which is pretty much just like, what, 10% less? Yeah, it's not bad.
More than 10%,? 15%? Super good, actually.

Let's check the active users.

There we go, Felix.

That's your prediction.

Nearly 10 million.

Even though, guys,

everybody thinks, oh, there was this offline game,

no Wi-Fi games, phenomena.

That's a fluke. And the guy's like,'s like it's dead no it's just printing more money that means they're still earning not that means they I think they're supposed to Jindu Blue I've heard from accounts it's five people so there's one guy who h five people.
But basically everyone has NDAs like up the wazoo. They can't talk about anything, but it's five people in total.
Yeah, right. It's okay.
Of course. Okay.
So it was like 150K. I think it's probably 120 to 130K a day.
I mean, like those NDAs are like, Mexican cartel. Yeah, probably.
Okay. 120K? Something like that.
Go to country, so I can just see it's not all, like, India, because I will change it. Kind of all be.
Yeah, okay. Never mind.
110, maybe. 110 million NDA.
Yeah. Okay.
But yeah, this just tells you how strong this thing still is. And it's amazing, honestly.
But they were cloned in a more clever way by Vietnam, right? Because that's what... Yeah, this is it, right? Yeah, this is it.
I updated it. And, you know and it's as simplistic as it was before.
No, this is offline games, but we're talking, Phil, is about the Vietnamese Calm Relax Mini Games. Yeah, Calm Relax Mini Games.
Who was that by again? I can check that if you want. Or put it on the same graph as offline games.
Okay. There you go.
Okay. Calm.
I don't think it's going to be like this. It's a minigame.
Yeah, it's there. The top.
This one, yeah. Yes.
Maybe it's not that one. It's that one for sure.
That's the icon. Got apps? No, it's not.
I'll find it. It is, for sure.
There was nothing, man. No revenue, nothing.
Nothing, man. Inactive.
See, it's not there. It's also yellow.
It's called Minigames Calm and Relax. So, so by one soft yeah there you go okay so whoa okay so yes the chicken yeah yeah that one oh wow oh wow and these guys have so much better this they're from vietnam obviously they have exactly what i talked about what they should have done in the episode yeah that's what they did.
So they also have interstitials and banners. And if you look at the active user base, which is what matters here, this is nuts.
Oh, no, no, no, no. More and I still winning here.
Okay. You know why? Because it's not intrusive ads? Yes.
Exactly. He doesn't have the ads.
That's right.

That's by the way, very good learning here.

Because downloads-wise, they're crushing it.

And they're even a little bit higher than he is.

And they pick up the pace after he went down.

Just go to Creatives for the offline games because there were these...

I think one guy sent me the message that Mr. Jim Dobble said.
Noble said they said they're running UA but I have no idea where and how hidden it is because it then I said like they're running actually the UA for VEP because then they're doing all of the circle for the assist. These guys are running

creatives, no? Of course they are, yeah.

Yeah, yeah, yeah.

It's almost like me.

The voice command. Yeah, it's almost like me.

Da-da-da-da.

Yeah, exactly.

But this is basically against stealing

popular TikTok shorts and shit.

Yeah.

Okay. All right.

They should use me as a creative. I had this on LinkedIn.
With Katarina. There's so many tabs and we just...
Oh, come on. So there's deadlock.
And at the point of recording... Oh, yeah, there you go.
This was something that you went there because it's a PC game. Yeah, it's a PC game.
We played it. Next.
Next. Yeah, exactly.
So this is like one of the most anticipated games because it's from Valve. And it's a combination of Counter-Strike and Dota, basically.
You know what was placed on the episode? Nobody cares. The intro you showed is just like that.
Two and a half game was intro. Nobody cares about it.
So when we were covering it, as you saw there, it was doing 170k players a day, which is still like invite only beta. I don't know how it changed there, but now it's like one-tenth of that.
So good thing they're not monetizing with ads because that would be a death blow. I literally imagine someone's feudal and Felix is like, good that he didn't use ads.
He wasn't playing games for ads. The game is not good, so we're moving on.
It's good, it's just that we didn't hear anything about it. With PC games, it works different and I don't know what's happening, but it lost all the...
Steam. Yeah, all the oof around oom.
We'll see. Yeah, let's move on.
They should hire Jindo Blue. Yeah, for sure.
Elder Scrolls Castles Mobile. Oh yeah, that's that, man.
That was dead on arrival. That was dead on birth.

Stillborn.

Sorry, sorry, sorry.

This is Elder Scrolls Blades.

This is the other.

Yeah, it was too big.

Yeah, it was too big.

Sorry, sorry.

This is not even a shark.

I don't think there is a shark fin anymore. It's just, even if sorry.
Even if it's shark fin, then it's just going to be a retarded shark fin. Yeah.
Yeah, copy. They had a little bit of ad revenue.
I remember that. Yeah, but come on.
You see? Yeah, it went from like 70k on launch to like 4k a day. 7 euros.
Yeah. This is nothing, basically.
Downloads like yeah. Turn off the UA, that's how we call this graph.
And active users is like... I mean, it's still okay.
Active users? It's basically that fans. You can't do anything with it.
Remember the monetization of the game was still lacking. It was like, you know, we, we talk about it where at like, and the end game, I got into the end game.
It was basically like hustle castle. He went to the end game.
I disappeared to basically. I had some rewarded video.
Like they had one, like, I think rewarded videos applied, uh, appeared once in a blue moon. It's that.
It's that. We can move on to something interesting.
Real short. Let me guess.
2.5 million Dow at least. I think when I last checked it was still

23 million and the drama box

was actually getting

more revenues than real short.

But now I'm not sure. But I would say

this is at least 27

million a month.

Go, go, go.

Show us.

Here we go.

All time high. Order 1.3 million a day.
Wait, wait, wait. Let me get the ad revenue as well.
Just get the last 30 days. Last time we took 23 million.
This is 30 million now. I said 27.
Shit. Okay, there you go.
Okay. So Real Short had 20% ad revenue on top of that, right? And if you look, I guarantee you Indonesia is going to be right up there, Philippines, and probably Mexico.
No. 65% revenue is US spent.
Go for downloads. This is pristine.
Mexico is there. Oh, well, shit.
Okay, sorry.

Yeah, yeah, yeah.

I mean, come on.

Can you add on, can you unify by apps and add on drama pops and what's the other one?

Drama box.

Drama box and drama pops.

Do we want to go just directly into the genre?

The category?

No, it's Netflix and all the bullshit.

Come on, man.

Yeah, no, no, no.

We need to add the two ones. It's drama pops and drama box.
Drama pops are friends from Coldplay, right? Drama box. This one, yep.
Yes. And drama pops.
Pops. P.O.P.
Pop. P.O.P.
There we go. That's nothing.
Go, go, go. I just want up there.
Yeah, just go. Just for comparison.
It's one-existent. Ew! Yeah, yeah, yeah.
Yeah, yeah. Even your camera zooms in because it doesn't really see.
This doesn't belong in this chart. Yeah, but still.
Yeah, so real chart is still on top, but Dramabox is very, very close behind. It's also great.
It's also like one point something million a day. But man, this is it.
Like, this is what Netflix grew up. This should be Netflix.
And I'm saying it all the time. Like, you keep on blasting with, like, GTAs and whatever bullshits.
And, like, this is what you should have been done. And all the way in.
And you're still, like, not doing it. They didn't get the memo.
Because they don't listen to us. So they're not two and a half steps ahead of the industry.
That's very true. Two and a half steps behind if you don't listen to us.
Yeah, that's very true. Much more than two and a half steps.
But yeah, you're right. This will probably grow to 500 to a billion a year per right? So like two, three billion a year.

Check the difference, man.

DramaBox is three times active users, so real short.

We should do the review at some point.

I told you, man.

Like it's like this.

Imagine if they have like 30% ad revenue on top of that.

Oh, wow.

I think DramaBox can have way more ad revenue

than RealShort because yeah because they are growing like hell.

Let me just check

what's on DramaPops.

Okay.

What's the revenue of that thing?

65% US was for

RealShort and this is...

You have still...

You have DramaPops.

That's not relevant.

Whatever. It's just a fly on the wall.
Yeah, 54% is still USO. A little bit less.
Still 54%. Yeah, still pretty good.
All right. Coolest new genre I think we covered last year, so let's move on.
Very good. heroes i wanted the defining games of last year i think extremely clever i think a little bit less than what they were before felix uh i think it's grown

there we go so this this got hit by pod curse it seems because we covered it in October somewhere at its peak. I think it was literally October 19.
Do I get that right? It's not the curse. It's just when you don't have the depth of the creatives, you can't sustain the growth.

So it went to 53, 55k a day, let's say,

on IAPs only, and then just went down.

Double that because it was 54% out of it.

Yeah, yeah.

So let's say 100k a day, whatever.

Which is still pretty...

Yeah, no, it's well...

It's still to half of that.

Still pretty good, honestly.

Downloads-wise is doing pretty well.

It's still like 80, 90k a day.

Look at mob control.

Come on. do half of that.
Still pretty good, honestly. Downloads-wise is doing pretty well.

It's still like 80-90k a day.

Look at MobControl.

And then you can judge where this is going to go.

No, they're just putting, oh wow, you can do it.

Okay.

It doesn't matter, you can do it here.

MobControl was an all-time high

when I was checking it.

It doesn't look like that anymore, but still. Yeah.
It's very solid, but still not that big. Like 74K a day, which is like double, double again.
I would say so. Which, I mean, it's not slowing down.
That's my point. It's not slowing down.
It's just the question is like if they can, you know, continue to scale. Let's check the whole Voodoo portfolio regarding apps until it loads.
Yeah. I think Blockjam is the best.
Jam3D is the best. Wow, that's impressive.
From absolutely zero to 175 mil. Keep in mind that they're still making much more on ads.
Yeah. Still making a million a day on ads, but at least another 365 on ads at least per year.
So the important part is still growing. So MobControl doing like 2.3 million.
Maybe if you can just step away from that fucking mic a little bit more then I will be able to hear you okay yeah much better whatever so they are growing still stuff there you go let's move forward. Jeez, Felix, slow down.

So what's there?

Bellatro.

Oh, I heard

the small fail of the last year.

Oh my God.

I think I heard that on another podcast.

Bellatro is literally killing it on mobile.

That's the thing.

Because if I remember

the number, it was something like 32 or 33 mil regarding the Steam numbers that has been thrown around. Of course, we don't know that.
But yeah, if we check the Steam charts, or let's say the Steam thing, it's overwhelmingly positive with literally 100k reviews on 98%. It's insane, man.
That's insane. It's 14 euros, by the way.
And if we go Steam charts on Bellator regarding the user base, where we go it's actually

an all time high

yeah

how about that

42, 45k

players playing a day

and you know why, because these guys keep on

pumping content, and I'll show you how

and it's by the way amazing

yeah

so they have this

Bellatro and Friends, like Friends of Jimbo

you see these games

Thank you. it's by the way amazing content so they have this like Bellatro and Friends like Friends of Jimbo you see these games this is Witcher this is Dave the Diver this is Among Us and this is Castlevania so they're literally adding these as a crossover to the game sorry Vampire Survives not Castlevania yeah so they're doing it very very clever and we're like this is what the pc audience wants yeah yeah this is so cool because these are all the games they're playing and like give me that yeah and there's more of it this is just one this is the second one which is uh binding of isaac i forgot this one.
Shovel Knight, I think.

Oh no, they have it in different ones.

So what's there?

Imagine how

much easier this would be if Bellator was based in

China, because then you could just make up

whatever partners they want.

Binding of Isaac,

Slay the Spire,

Stardew Valley, and the last one is what was it? Stardew Valley was it? That's weird I think some zombie stuff that I skipped Zombie stuff and then there's one more which was Cyberpunk which. It was Cyberpunk.
Yeah, which is, by the way, they have this amazing, completely psychedelic trailer. So there's Divine Divinity from Laria.
This is the game that the studio did before Baldur's Gate 3. Very, very popular.
I played it. Shovel Knight.
This is like one of the most popular indies out there. I played it, by the way.
It's great. Nice.
Very original. It's pretty much like Prehistoric with you jumping on the shower.
Yeah, it's so good. Oh, I have to play that.
I have to play it right away. It's like you're literally making this kind of a game in 2020-something.
That's fucking amazing. So good.
Wow. Yeah, so they added that.
I don't like it. Of course, because you don't like PC games, man.
Yeah. Enter the gungeon, and I think what was the last one? Don't Starve, and then Warframe.
Oh, man, you might as well be speaking Chinese right now. I have no idea what you're talking about.
You don't have a PC, you don't play PC games. Yeah, that's fine.
like that's fine don't worry that's okay but what's happening here pretty much they're drawing all these other audiences because these are all pretty much classics like think of it as a classic movies felix like everybody knows these guys and not pcc and they're just taking them like come in come in come in as when we have guests the podcast, we had JK, everybody watched it because it was JK.

This is the same thing.

Everybody plays Palatru because there's Shovel Knight

or there's Among Us or there's something else.

Like, yeah, this is how we do things.

Exactly.

So if you get back to the chart,

it's doing 100K a day,

which is like an all-time high.

What's the active user base? Not mobile not free to play active user base all time high 330k everything's fucking all time high with Bala this thing is just amazing what's the geos? I think it's like 90% US.

80% US.

Man, they could have been way more than that if they showed

six interstitials and three more.

This is in my prediction video. There's a free-to-play

Balatro coming this year. 100%.

Five things I'm definitely working with already.

Felix, but we talked about it.

That can happen,

but it needs to be simplified a lot. It can't be that hardcore.
Because it won't grow. It just won't grow.
If it's free to play Bajor, then yes, but it needs to be. This thing lives in its hardcore-ness.
Yes, absolutely. No doubt about that.
Their marketing is like, you see what this does these crossovers

amazing

okay

and by the way I still think

somebody checked it for me but I still think

they still overtook Minecraft as the

top PC, sorry

mobile premium game in the grossing charts

I think so

but somebody needs to check

yeah

so moving on, He hexasort that's definitely good yeah hexasort i hexasort's not going anywhere yeah so hexasort's still doing 100k a day same as balatro by the way for comparison for yesterday is on second spot right after Minecraft. So it means that they overtook them only during the launch for a little bit, but then they still can match them.
Wait, wait, wait. Wait, wait, Ballatro is number one on Android in the US.
On paid? On 10th of uh january balatro first minecraft second okay so they still are able to overtake minecraft that's amazing man yeah well before that game yeah absolutely it's a game that's right when minecraft was bought for two billion just saying yeah it's just like microsoft sweden yeah you don't want to into that story. It's so great when people that have zero idea what they're talking about just throwing shit at everybody.
Bellatro is like the way that you do PC games in this era and taking on mobile together with it. Yeah.
That's how we do it. Easy.
One guy. One fucking guy.
One guy. Yeah, that's impressive.
Well done impressive, well done so Hexasort I guess, what was the percentage? 50% on AdRevenue? no, no, let me get it up even more more Hexasort that's fine I defined as far back yeah, they're doing some crazy stuff still 100k downloads downloads a day. It's pretty good.
I see their ads. Active users, all-time high.
3 million. This is just very solid.
It's just super solid. Super solid.
But we have a super hybrid competition. That's a very, very nice segueub thank you very much because there is the super hybrid competition guys um this is the today's episode is brought to you by supersonic from unity and they're still hosting the competition for the next hybrid hit and they are calling it super hybrid so these guys have a very strong team of publishing experts game designers and game economists that can help take your game from a hybrid to hybrid business so check out superhybrid.com or scan the QR code on the on the screen at the moment they're offering full support and giving up 10k monthly while you iterate your game and 30K in bonuses when your game hits some milestones.
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We love you. So, Hexasaur is 70% out of revenue.
Oh, wow. So, it was 100k, which is, what, 30% then? Yes.
Yeah. Okay.
So three times more. It's 300k a day.
It's 200k. Yeah.
So 300k a day. Which means 250 to $300 million run rate this year, or last year.
Okay. That was VR Warriors at its peak, no? 300k a day.
I think so. Was it? Yeah.
It was. Yeah, it was.
It was. It was, yeah.
It was. it was.
Yeah. But still amazing.
You heard it here first, folks. Yeah.
Yeah, this is amazing still regarding Hexasword. All in whole.
Well, they just launched, man. So they should be way more than what they were before.
So, yes. Hey, hey, hey.
And by the way, Emma from the team, she has the 2.5 Gamers merch. So, guys, everybody just go to 2.5gamers.com, which is 25gamers.com.
And there is the merch. And you should all buy that shit because it's amazing.
It helps. You see what it does with your game launch? Easy.
Easy. So all the way to 100k a day in apps only, which I guess is what...
What did we say, Felix? 50? 20% of ads. It was quite low.
It was low. Still, good.
It's very good. Downloads-wise, 20k a day is quite good kind of scaling phase but again

because it's probably very IAP driven

very high CPI 30k a day

is I guess warranted there

active users

yeah all time high

but yeah it's pretty much global

scaling phase we can't really say much of it because

when we covered it was still self-launch so

I guess we'll

see where it hits the ceiling probably we'll get back to it at some point. I think now is a good time to actually scale that after being, now is a good time to scale that after being in a soft launch for some time.
That means for soft launch for quite long, like from July 2023. I know, yeah, I know, I know, I know.
But then they opened up the US and other countries, and now they're basically on the whole world and it grows we'll see and they said also they listened to the episodes so they should have way more creatives than what they had before so here we are of course yeah like the whole thing in my opinion like it's great and like as I said they stole Voodoo's launch there pretty much with the whole thing there because yeah, yeah, as everybody knows, whole IO is like the signature Voodoo game. But yeah, I'm looking forward to this.
Like this kind of new experimental puzzle genres that are kind of popping out. Those are kind of way to go.
This is my predictions, by the way. You see how dark Mateo's eyebrows are in that episode? What was he doing? I don't know.
What was that? Yeah. Did you see that? I feel like I'm the...
Like you're Portuguese.

No, I feel like I'm the older dad from American Pie.

What's the day of the day?

Oh, my God.

I don't know.

Maybe it was an imposter.

Let's see.

No, it's the US, how it treats me.

Okay.

I was in the US.

Moving on.

Capibara go.

Capibara, Capibara, Capibara.

Just all-time high.

Felix?

All-time high for sure.

Nearly all-time high.

It's all-time high.

It's great.

One million a day, let's say.

IP-wise.

Which is great.

Yeah, which is great.

Downloads-wise, it's actually going down. 15% a day, I guess.
That gets consolidated there. They are growing revenues because they finally started running more creatives in the US and basically everywhere else.
And now I can see finally the creatives and they are amazing. So next time, we're definitely talking about it.
They added

I think a lot of monetization stuff

here. Like this

is basically Legend of Mushroom.

Oh yeah. As we were talking about this, like this is

pretty much the same template there.

Some of these, like

I think

this screams Monopoly Go

on the other hand. Really? I don't

hear it. Yeah.
Sorry, I kind hand. Really? I don't hear it.
Yeah. Sorry, I don't hear it.
Yeah. Golden Piggy.
I don't know. It's just a piggy thing.
Stop whispering. Why? It's a late night show.
It's already almost 11 p.m. Come on.
Yeah, I think, yeah, not much to say here. I don't see any, like, New World is open finally.
I guess people got to it finally. Oh, yeah, finally.
Almost there. Yeah, yeah.
So, yeah, but not really much to say about this thing. Oh, yeah, new progression power layer, yes,.
We see it right here. Now we lost 20 minutes of our time.
No, we didn't. I thought you started talking about it.
This is what happens with hubby games all the fucking time. They just keep on adding more and more and more power progression layer because it increases speed.
I don't know what this shit is see what it's doing. It's just like, yeah.
More stuff to buy. So what they're doing here, they're using the assets of those whatever things and they're putting them as some kind of your pet or whatever.
Yes. A new gacha, of course.
Wow. Three hundred.
Four magic balls for bonus draw. Again.
Again. Oh, you're finally spending those gems.
Great. Wow.
So we have, yeah, it's puzzle. Of course.
Ooh. Of course.
What does, of course means? Yeah. So basically one new power progression layer.
That's it. Okay.
It's good. It's very healthy.
It's still not. It goes into the right direction.
Yeah. Yeah, so basically one new power progression layer.
That's it. It's good.
It's very healthy. It's still not hit the ceiling.
It goes into the right direction. Actually, my prediction is Archer 2 will overtake it.
No doubt. Again, no doubt.
I think they were already doing way better in the soft launch or whatever launch. It was like 800-900k per day.
Yeah, we'll definitely talk about hubby more somewhere near the Galaxy. Even more? Yeah, of course.
Hubby is the thing to talk about. Hubby is the future.
Next color would sort? My supermarket simulator 3D. Oh, that's Game District, right? Yeah.
It's not doing that, right? Yeah, I thought. But it's still good.
Yeah, it's still good. Run out a little bit of steam.
Keep in mind, this was a trend. Doing 250k doubles a day is definitely not bad.
Yeah, it's not bad, yeah. So it's more, I would say, consolidated.
Revenue-wise, it was never about IP revenue. So not really, kind of...
66% ads. It's still pretty good, man, like we're talking about.
That's really good. 66% ads? Yeah.
I've heard much more. It was ranked 60% or 70%.
Wait, supermarket manager or supermarket simulator? My supermarket simulator 3D, the biggest one. Yeah, the game district.
Too many simulators for Felix. I just don't see it.
Yeah, yeah, no, 66. 66.
Okay, so, yeah, but active users are pretty good. So...
How many? One in half. Seven.
Seven. Okay.
I was trying to actually look into the game. I don't see nothing new in it.
Wow. They said they were going to update the rewarded app Open Interstitial moving away from the Google one, but no.
No, yeah. Maybe they didn't listen to us yet.
Yeah, but they said it's going to be... They messaged us after and said they were.
Oh, okay. Somebody's getting fired tomorrow.

Well,

let's see.

You said you did it.

I don't think you need to play the game, man.

Seriously.

I was just scouting for some events.

No, you were just trying to play

the basketball game again.

That's exactly what you did.

Maybe.

Maybe. Maybe.

Maybe.

Fuck.

Anyway.

All right.

Okay.

Moving on.

Age of Empires mobile.

Oh, that's dead.

Oh, well, that basically it was doing what?

Like, I don't know.

I don't know.

Maybe.

I'm so confused over this because I just want Age of Empires to be you know, Command and Conquer

but like, I don't know

what do you mean Command and Conquer?

he's just saying random words

you didn't play any of the PC classics

don't pretend now

I played Red Dead 2, that's a classic

okay, let's move on

it's not that bad actually,'s just half half the size bad it's still 4x 4x keep it alive even if it's shit so dead IP come on yeah that was why this is kind of kind of shark finny it's active user is also kind of shark finny active user is also kind of shark finny maybe let's check the last thing if they actually listen to us and started using some you know creatives oh you juicy no this is worth uploading if you're gonna tango in the same like dance floor as whiteout survival you better bring your a game yeah and this is not it definitely not it just yeah it's still nostalgia stuff same creatives we did guys guys guys why yeah exactly yeah it's kind of funny yeah it is but still doesn't really bring the cps down that much it's again like this old thing yeah yeah there's ugc and oh wow yeah okay let on. This is nothing.
They still didn't get the man mobile, unfortunately. So this is going to get crushed in the 4X war as some casualty that nobody will talk about in two months.
Nobody talks about it anymore, anyway. Yeah, it's there already, lying in the battlefield.
Pokemon TCG. Oh, that was...
Oh, man, it must be scaling to the moon. It must be like 30% bigger than when we covered it it was bigger than it dropped but I'm not sure where is it at the moment oh okay so we only made a quarter of a billion since it launched so I'm playing it every day of course you are I know it's nuts so what's happening here is that this is the graph that if you judge now, you will make great error.
Because in January, there's a new set hitting in and the trading functionality hitting in. And gacha games do it like spike and go down, spike and go down.
And we are just before that spike. So the assumption doing on this graph could be very wrong.
So until they release set two, which will be basically another 200 cards, which will spike this thing. This is the mini set, which is 60 cards.
It's Mew, not Mew. What was it? Mew, yeah.
Mythical Island Mew. Okay.
Yeah, I played that card. So it I played the card.
Question here then. Under or over 14th of January 2026, 750 million lifetime revenue.
Over. Estimate for this.
Over. Why January what? In one year, will it have made in a lifetime? year is October this year by the way I'm just saying this time in a year so in a year's time from now so you already have 288 million my prediction will nearly hit in 12 months I said 980 which is like it won't make 1 billion but it will be very close.
That's my prediction. Okay.
What? Yes. Hey, I do decimals.
Let him, too. Okay, fine.
So what's happening here, I think it's still kind of very stable. Downloads-wise, again, it's stable.
Active users-wise, it's very stable. It's just that people don't have anything to spend in the current state because pvp ranking is not there trading is not there everybody like i'm pretty much nearing both of the sets i have like all the cards nearing there so what do you have and these guys are not that aggressive but once it hits and once the like second set hits it'll spike pokemon are you missing like seven from the first set and two from the other set.
Which ones? Golem or D2 or I have Golem. I have Nidorina.
I have Nidorina. Shit ones.
I have all the good cards. I have all the X cards.
Yeah, yeah. He was showing me.
I don't think it was Gyarados or what what was it? Currently the Gyarados deck is the best one.

Just like Gyarados

Greninja deck

which like will eat you alive.

Like it just destroys stuff.

Like the

Mew2 Pikachu deck is good

but yeah.

Anyway.

We'll get to it when it hits

because we'll do like

review of the trading system

which by the way

the leak said

it will be limited to

diamond and one star cards.

I don't even know what that means but I like it for you we'll see because for me there's a sacrilege skip randomness of a gacha there's a sacrilege in my opinion, we'll see if it tanks the game or not I can't even spell that what did you just say? what? I don't know. You don't know this word?

No.

No, no, no.

All together, like, never mind.

Let's just move on.

I do ads.

I don't understand what you said.

Three star, four star.

I know what that meant, but then the following.

Yeah, but all together?

Like, come on.

I'm just not keeping up here.

Like, at all.

Okay, last game combo. Playdoku, Colorwood.
Colorwood, all-time high. Playdoku, decreasing.
Yeah, because I said that before. Yeah.
So, yeah, exactly. So, Colorwood, not really all-time high, but if I draw a curve here, it's pretty much all-time high scaling.
So it's there. So it's doing like 100k.
After the episode, look. What was the episode? When? I don't know.
I was in the US. So this is November 21.
I think actually, yes. This is our episode right there.
I'm telling you. I shit on UA.
I shit on UA. This is what's going to happen.
Ad revenue when we did the podcast was 47 K a day. But when we said that, it was stone face from Tolia so like he was just not letting anything go so I think it's higher yeah I think so as well I think it's higher I think maybe close to like 80 or 90 at least but if it's can you show me the active user base where it is 1.4 it's really, this is really increased, huh? Yeah, quite a lot.
What is it? Countries, please? So basically, it's doubled the DAU then since when we did this because I have it in here in my Excel sheet, 594,000 daily active users. So it's doubled from that.
So whatever, let's say if it was 80, it's now 160. Whatever they're doing, they're doing it right.
Good job, guys. And still like US being the top active user population.
Nice. Downloads-wise, what's what? Yeah, US still on top.
That's great. Very, very good.
Finishing with PlayDoku here, unfortunately, this got, I guess, a little bit downscaled. I mean, it's not prioritized that much.
Yeah, I guess they're focusing on the main game. Active user base is what's important here, so let's just have a look.
Oh, wow, this looks still very good. 800k.
Bernie Games. There we go in social casino would make you like amazing yeah it's amazing great job yeah great job this is amazing you know who we are talking about sending regards to Katia yeah So that means PlayDoku is earning 50 to 70k, which means that this studio is like 250 to 250k a day, roughly-ish.
Very solid. And by the way, if you look here, the portfolio is bursting with new games.
I mean, that's what mean that's what Anatoly said it can't be bursting with new games because mobile gaming is dead yes yes that's exactly what's happening nice for me the winner of this all is... Real short.
Balatro. 100%.
Colorwood sword. Yeah, also.
Yeah. But Balatro is unique in what it's doing.
It's like, we've never seen this thing happen ever again. You know what else is unique? Our subtitles.
Because don't worry.

We know that if you're listening to this, you might be in Vietnam, Korea, China, or in Russia.

Don't worry.

We're two and a half steps ahead of you.

Because we have translatable subtitles available.

We're working on voice as well.

But it's going to be in two and a half steps time yeah well it's uh it should be in korean already so that's fine so we all so now we have to you know everybody says something like yakub just figure out things you want to say felix is the subtitle guy i I'm the salesperson here with the sponsorships.

I don't know. Why do you wake up always

at the end of the episode, man? Wake up

after two minutes in subtitles.

People need to watch it and switch it during

the start.

I mean...

But, you know,

in Asia, they read

right to left.

Because it's not a manga show man well all right yeah thank you so much for tuning into this great episode we're gonna end right

here because i need to sleep goodbye everyone thank you very much subscribe share the podcast

enjoy the Slack channel please

it's been 3 years guys

see you Thank you.