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

Speaker 1 It's it's not the the curse, it's just

Speaker 1 October 14th. When you don't have the depth of the creatives, you just you just you can't sustain the growth.

Speaker 1 So it went to 50, 53, 55k a day, let's say, on iPs only, and then just went double that because it was 54%.

Speaker 1 Yeah, yeah, so let's say 100k a day, whatever. And it's still pretty, yeah, it's still to half of that.

Speaker 1 Still pretty good, honestly. Downloads wise, it's doing pretty well, it's still like 80, 90k a day.

Speaker 1 We're rocking those vibes till the early daylight. But stay you aim, master eyes on the prize.
Tracking data through the cyberspace skies. Felix stacks colors like a wizard in disguise.

Speaker 1 Jackups crafter realms lift us to the highs. Two and a half gamers talking smack.
Slow hockey stick, got your back. Ads are beautiful, they like the way.
Click it fast, don't delay. Uh-huh.

Speaker 1 Uh-huh.

Speaker 1 Uh-huh.

Speaker 1 Uh-huh.

Speaker 1 Hello, hello, hello again.

Speaker 1 Welcome to another episode of Two and a Half Gamers. My name is Matieła Ancharic.

Speaker 1 I'm Felix Prob, and I'm Jakubremier.

Speaker 1 And we are your hosts.

Speaker 1 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,

Speaker 1 but some of those games we reviewed are on all-time high.

Speaker 1 Well,

Speaker 1 we can guess which is which. There's uh well, let's see, let's see, let's see.
Yeah, let's let's do this thing, like predict the graph before I show show it.

Speaker 1 Okay,

Speaker 1 so 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.

Speaker 1 So we don't just kind of, you know,

Speaker 1 magically abandon them and like take lessons from something that could not be sustainable or we confirm our predictions, so on and so forth. So we're gonna do that now.
This is ReviewRadar Volume 7.

Speaker 1 And we're starting with Impulse from September 5th. I mean, we are basically cheating because you said it's on all-time high.
So it's on all-time high. Yeah.
Yes.

Speaker 1 I wouldn't expect this, honestly. But yeah, this looks amazing, literally.

Speaker 1 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 still like bigger than the baseline ever.

Speaker 1 Now when I'm looking at us on the right hand side, when record, and obviously, this

Speaker 1 man, you need to get a light because I'm fucking purple, Felix is blue, and you just need-I mean, just get the Pikachu out of your t-shirt,

Speaker 1 just put it like whatever, just get it, get the light. It's it looks so cool.
We look like that center tower graph.

Speaker 1 That's money, there's money right there. Exactly.
Okay, I'll do some VFX modifications. I have an RGB light on my table.
It's just to

Speaker 1 anyway. I'll focus on the game.
Sorry, yeah. So this is the

Speaker 1 game parentheses that tries to work as an app, which is, again, cure your brain, IQ Alzheimer's and pretty much every single disease that you can remember.

Speaker 1 My favorite UA creatives. They're doing well, huh? They're doing well.
This is the gameplay itself. It's pretty much like a

Speaker 1 bunch-up list of hyper-casual games and games that kind of, you know, looks good. But it's working.
It's working. It's working very well.
You remember our

Speaker 1 well, the camera that zooms in on Jakub from the very beginnings of the podcast, it's on

Speaker 1 and it's amazing. He moves, the camera moves, and it

Speaker 1 zooms in randomly. So now we are.
Without talking, yeah. Yes.
Back to the roots, gentlemen. This is great.

Speaker 1 Okay.

Speaker 1 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.

Speaker 1 Impressive. Yeah, this is this is really impressive.
Like if you let's say move to active users.

Speaker 1 Yeah.

Speaker 1 To have first

Speaker 1 seven hundred K is easy.

Speaker 1 And they, by the way, they are they they they broke the podcast curse because a lot of time when you review something that goes goes goes to hell. So, like,

Speaker 1 yeah, but

Speaker 1 that kind of applies to games, not apps.

Speaker 1 Yeah, but this is also not an app. It's like very sophisticatedly camouflaged.

Speaker 1 Come on, Mr. Camouflage.

Speaker 1 Heads of guys, like 200k spikes, 150k baseline, heads off. This is, and the team is small, we know it.
The CEO told us. So, yeah, the team is small.

Speaker 1 And you know what?

Speaker 1 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.

Speaker 1 Because today's episode is brought to you by our sponsors, PVX Partners, the simplest and most effective credit line for marketing.

Speaker 1 Yeah, they have some clients. I don't think Timpuls 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.

Speaker 1 You don't really need to sell your soul or share of the company because there is no equity dilution.

Speaker 1 It's flexible, fast, fully tailored for your growth. So that's yeah, that's it.
Thank you very much, guys, for sponsoring the episode.

Speaker 1 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.

Speaker 1 Next game

Speaker 1 that I'm going to show will be offline games, no Wi-Fi games.

Speaker 1 It's going to be dead. Yeah, it's going to be dead.
It's not dead, but it's

Speaker 1 more than

Speaker 1 there wasn't really any IP revenue. It was just like there.
So downloads-wise.

Speaker 1 Let's take some guesses. It's on there, like it's 20% of the downloads they had before.

Speaker 1 20% of when we covered it in September. Yeah.
Yeah. Yeah.

Speaker 1 Felix?

Speaker 1 I think what really matters here is active user base, right?

Speaker 1 So I think they're on less than a million. Less than a million.
Okay. Let's check.

Speaker 1 Oh, no, this is revenue.

Speaker 1 This is the real charge. So we covered it in September.

Speaker 1 September 12th.

Speaker 1 So this is where we covered it. It was already on like a downhill.

Speaker 1 With like downward trend, by the way, means 500k a day. Yeah.
Because this peak is like 1,300k a day.

Speaker 1 So now it's something like 420k a day. Okay, so not much.
Which is pretty much just like what, 10% less? Yeah, more than 10%.

Speaker 1 This is super good, actually.

Speaker 1 Let's check the active users.

Speaker 1 There we go, Felix. That's your prediction.

Speaker 1 Nearly 10 million.

Speaker 1 So even though, guys, everybody everybody thinks, like, oh, there was this offline game, no Wi-Fi game.

Speaker 1 That's a fucking

Speaker 1 whatever. And the guy's like, it's dead.
No, it's just printing more money.

Speaker 1 That means they're still earning. No, that means they.

Speaker 1 I think it's what's going on. Yeah,

Speaker 1 Jindo Blue, I've heard from accounts, it's five people. Really? It's one guy who hires five people.

Speaker 1 Everyone has NDAs like up the wazoo. They can't talk about anything, but it's five people in total.
All right, okay. Of course.

Speaker 1 Okay. So you was like, I think probably

Speaker 1 120 to 130k a day.

Speaker 1 I mean, like, those NDAs are like Mexican cartel

Speaker 1 style. Yeah, probably.

Speaker 1 Okay.

Speaker 1 120k today? Something like that. Well, yeah, go to country so I can just see it's not all like India because I will change it.
Kind of all be.

Speaker 1 Yeah, okay.

Speaker 1 It's not

Speaker 1 110, maybe.

Speaker 1 110 billion in the ODA.

Speaker 1 Yeah. Okay.
But yeah, this just like tells you how strong this thing is still is. And it's amazing, honestly.

Speaker 1 But they were.

Speaker 1 They were cloned in a more clever way by Vietnam, right? Because that's what the... Yeah, this is it, right? Yeah, this is it.
I updated it and, you know, it's as simplistic as it is.

Speaker 1 No, these are offline games, but we're talking Philly's about uh the Vietnamese calm relax minigames.

Speaker 1 Yeah, calm relax minigames. Who is that by again? You can check that if you want.
Yeah, or put it on the same graph as offline games. Okay,

Speaker 1 yeah, there you go. Okay, calm.

Speaker 1 I don't think it's gonna be like this. This calm relaxes.

Speaker 1 Yeah, yeah, there's the front to top.

Speaker 1 This one, yep. Yes.

Speaker 1 Maybe it's not that one. It's that one for sure.
That's the icon.

Speaker 1 Got apps? No, it's not.

Speaker 1 I'll find it. I'll find it.
I'll mute myself. It is.
It is, for sure. No, it was.
There was nothing, man. Like, no, no revenue, no, nothing.
Nothing, man.

Speaker 1 Nothing, man. Inactive.
See, it's not there. Okay, but

Speaker 1 it's also yellow.

Speaker 1 It's mini-games. It's called mini-games, calm, and relax.
So by OneSoft.

Speaker 1 Oh, yeah, there you go. Okay, so

Speaker 1 yes, the chicken, yeah, yeah, yeah, that one.

Speaker 1 Oh, wow, oh, wow.

Speaker 1 And these guys have so much better.

Speaker 1 They're from Vietnam, obviously.

Speaker 1 They have exactly what I talked about, what they should have done in the episode. That's what they did.
So they also have interstitials and like banners.

Speaker 1 And if you look at the active user base, which is what matters here, like this is nuts.

Speaker 1 Oh, no, no, no, no, no. Morano is still winning here.

Speaker 1 Okay. You know why?

Speaker 1 Because

Speaker 1 he doesn't have yet. That's why.

Speaker 1 That's right. That's, by the way, very good learning here.
You see here. Because downloads-wise, they're crushing it.
And they're even a little bit higher than he is.

Speaker 1 And they pick up the pace after he went down.

Speaker 1 Go to Creatives for the offline games because there were this. I think one guy sent me the message that Mr.
Jim Double.

Speaker 1 Yeah, Jim Double says.

Speaker 1 Yeah, but they said they are running UA, but I have no idea where and how hidden it is because it then

Speaker 1 I said like they're running actually the UA for web because then they're doing all of the circle

Speaker 1 for that. These guys are running creatives, no? Of course they are, yeah.

Speaker 1 Okay.

Speaker 1 It's almost like me. The voice command.
Yeah, it's almost like me.

Speaker 1 Yeah, exactly. But this is basically against stealing like

Speaker 1 popular TikTok shorts and shit. Yeah.
Yeah.

Speaker 1 Okay. All right.

Speaker 1 I had this on LinkedIn. We got Katarina.

Speaker 1 Yeah. So there's

Speaker 1 so many tabs and we just oh, come on. Let's go.
Yeah, let's go. So there's deadlock.

Speaker 1 And at the point of recording.

Speaker 1 Oh, yeah, there you go. This was something that you weren't there because this is a PC game.
Yeah, it's a PC game. We played the video.
Next. Next.
Yeah, exactly.

Speaker 1 So this is like one of the most anticipated games because it's from Valve and it's a combination of Counter-Strike and Dolta, basically.

Speaker 1 Do you know what was based on the episode? Nobody cares about that.

Speaker 1 The intro, the intro you showed is just like the two and a half gamers intro. Nobody cares about it.

Speaker 1 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

Speaker 1 one-tenth of that.

Speaker 1 so

Speaker 1 good thing they're not monetizing with ads because that would be a death blow

Speaker 1 like i literally imagine someone's funeral and feeling like

Speaker 1 good that he didn't use

Speaker 1 yeah

Speaker 1 he wasn't he wasn't playing games for ads yeah so

Speaker 1 okay this game is not good so we're moving on right it's good it's just that we didn't hear anything about it with pc games it works different and like i don't know what's happening but it lost all the all the um steam, all the steam, yeah, all the wolf around.

Speaker 1 We'll see. Yeah, let's move on.
They should hire Jindo Blue, yeah, for sure. Okay, Elder Scrolls Castles mobile.
Oh, yeah, that's that man. Like, that was dead on arrival.

Speaker 1 That was dead on birth, yeah,

Speaker 1 stillborn.

Speaker 1 Oh,

Speaker 1 oh, no, sorry, sorry, sorry, sorry. This is Elder Scroll Blades.
This is, this is the other one, yeah, this was, yeah, this was

Speaker 1 too big. Yeah, it was too big.

Speaker 1 Sorry, sorry.

Speaker 1 This is not even a shark. I don't think there is a shark fin anymore.
It's just

Speaker 1 even if it's shark fin, then it's just going to be retarded shark fin.

Speaker 1 Oh,

Speaker 1 yeah. Yeah, could be shark.
We had a lot of ad revenue. I remember the same graph.

Speaker 1 Yeah, but come on.

Speaker 1 Yeah, it went from like 70k on lunch to like 4k a day.

Speaker 1 7 euros. Yeah.

Speaker 1 This is nothing basically. Downloads wise, it's just like, yeah, that's

Speaker 1 the return of the UA, that's how we call this graph.

Speaker 1 And

Speaker 1 active users is like, I mean, it's still okay. Yeah,

Speaker 1 okay. Active users.
It's basically dying fans. And like, that's it.
Exactly. Like, you can't do anything with it.

Speaker 1 Remember, the monetization of that game was still lacking. It was like, you know.

Speaker 1 We talk about it where at like at the end game, I got into the end game. It was basically like Hustle Castle.

Speaker 1 He went to the end game. I disappeared basically.

Speaker 1 I had some rewarded video. Like, they had one, like, I think rewarded videos

Speaker 1 appeared once in a while. I mean, it's dead.
It's that.

Speaker 1 It's that. It's that.

Speaker 1 We can move on to something interesting.

Speaker 1 Real short.

Speaker 1 Real short. Let me guess.

Speaker 1 2.5 million DAO at least.

Speaker 1 It's, I think,

Speaker 1 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.

Speaker 1 Go, go, go, go. Go, go, go.
Okay, let's see. Sure, what?

Speaker 1 Here we go.

Speaker 1 All-time high. Order

Speaker 1 1.3 million a day.

Speaker 1 Wait, wait, wait. Let me get the let me get the ad revenue as well.
Last 30 days. Just get the last 30 days.

Speaker 1 If it's last time, we talked 23 million. This is 30 million now.
I said 27 shit. Okay, there you go.
Okay.

Speaker 1 So, real short pad, 20% ad revenue on top of that, right?

Speaker 1 And if you look, I guarantee you, Indonesia is going to be right up there, Philippines and probably Mexico. No,

Speaker 1 65% revenue

Speaker 1 for downloads. Go for download.

Speaker 1 This is pretty much it.

Speaker 1 Mexico is there. Yeah, Mexico is there.
Nowhere. Shit.

Speaker 1 Okay, sorry. Yeah.

Speaker 1 Can you add on, can you uh unify by apps and add on drama pops and what's the other one? Drama box

Speaker 1 and drama box and drama pops. Uh, do we want to go just directly into the genre? The category? No, it's Netflix and all the bullshit.
Come on, man. Like it's not.
Yeah, no, no, no.

Speaker 1 We need to add the two ones. It's drama pops and drama box.
Yeah. Drama pops are friends from Codeboy, right? Drama Box, this one, yep.
Yes.

Speaker 1 And Drama Pops. Yeah.
Pops. Drama what? POP.

Speaker 1 Pop. POP.

Speaker 1 Yeah. That's it.
There we go. That's nothing.

Speaker 1 Go, go, go, go, go, put it up there.

Speaker 1 Okay, just for computers.

Speaker 1 Yeah, yeah, yeah, yeah.

Speaker 1 Even your camera zooms in because it doesn't really see.

Speaker 1 This doesn't belong in this chart.

Speaker 1 Yeah, but still.

Speaker 1 Yeah, so Real Shard is still on top, but DramaBox is very, very close behind.

Speaker 1 It's also like 1.something million a day.

Speaker 1 But man, this is it. Like, this is what Netflix screw up.
This should be Netflix. I'm saying it all the time.
Like, you, you, people blasting with like GTAs and whatever bullshits.

Speaker 1 And like, this is what you should have been done all the way in. And they're still like not doing it.
They didn't get the memo because they don't listen to us.

Speaker 1 So they're not two and a half steps ahead of the industry. Oh, that's very true.
Two and a half steps behind if you don't listen to us. Yeah, it's very true.

Speaker 1 Oh, yeah, you're right. Like, this will probably grow to five hundred to a billion a year per app, right? So, like, two, three billion a year.
Check, check the difference, man.

Speaker 1 DramaBox is three times active users, so real short. We should do the review at some point.

Speaker 1 I told you, man, like it's like this.

Speaker 1 Imagine if they have like thirty percent ad revenue on top of that.

Speaker 1 I think Drama Box can have way more ad revenue than uh than Real Short because yeah, they are growing like hell.

Speaker 1 It's just checks.

Speaker 1 Okay. What's the revenue of that thing?

Speaker 1 65% US was for real short, and this is.

Speaker 1 You have still two. Oh, you have a

Speaker 1 drama pops. Yeah, drama.

Speaker 1 That's whatever. Yeah, it's just

Speaker 1 a fly on the wall.

Speaker 1 Yeah. 54% is still US, so a little bit less.

Speaker 1 Still 54. Yeah, that's still pretty good.
Yeah. All right.
Coolest new genre I think we covered last year, so let's move on.

Speaker 1 Very good.

Speaker 1 Couple heroes.

Speaker 1 I wanted the defining games of last year.

Speaker 1 Extremely clever. I think

Speaker 1 a little bit less than what they were before.

Speaker 1 Felix?

Speaker 1 I think it's grown.

Speaker 1 There we go. So this got hit by podcasters, it seems, because we covered it in October, It's somewhere at its peak.

Speaker 1 I think it was literally October 19. Do I get that correct? I think it's it's not the the curse, it's just

Speaker 1 when you don't have the depth of the creatives, you just you just you can't sustain the growth.

Speaker 1 So it went to 50, 53, 55k a day, let's say, on IEPS only, and then just went. Double that because it was 54% hundreds.
Yeah, yeah. So let's say 100K a day, whatever.

Speaker 1 Yeah,

Speaker 1 still

Speaker 1 Still pretty good, honestly. Downloads wise doing pretty well.
It's still like 80, 90k a day. But

Speaker 1 then you can judge like where this is going go going to go. No, no, they're just put oh well you can do it.
Okay. Yeah, it doesn't matter.
You can do it here. Doesn't matter.

Speaker 1 Mob control was all all-time high when I last like I say I I was checking it.

Speaker 1 It doesn't look like that anymore, but still.

Speaker 1 Yeah. Mob control is pretty solid, but still not that big.
Like 74k a day, which is like what double? Double again?

Speaker 1 Yeah, I would say 50k a day.

Speaker 1 Which, I mean,

Speaker 1 and it's it's it's not slowing down. That's that's my point.
It's not slowing down. It's just the question is like if they can you know continue the scale.

Speaker 1 Let's check the whole voodoo portfolio regarding IPS

Speaker 1 until it loads. Yeah, fair.
I think block gem is the block

Speaker 1 gem 3D is the best.

Speaker 1 So, wow, that's impressive. I see from absolutely zero to 175 mil.
Keep in mind that they're still making much more on ads.

Speaker 1 Yeah, still making a million a day on ads, at least another 365 on ads. At least, yeah, per year.
So, the important part is still growing. So, mob control doing like what 2.3 million.

Speaker 1 Maybe if you, if you, if you can just step away from that fucking mic a little bit more, then I will be able to hear you.

Speaker 1 Okay.

Speaker 1 Yeah.

Speaker 1 Yeah, this is much better. This good, that, whatever.
Okay, so they are growing still stuff. But, like, there you go.
Thank you very much. All right.
Let's move forward. Moving forward.

Speaker 1 Felix, slow down. So, what's there? Bellatro.

Speaker 1 Bellatro. Oh, I heard it's a fail of the last year.
Oh, my God.

Speaker 1 Yeah, I think I heard that on another podcast. Bellatro is literally killing it on mobile.

Speaker 1 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.

Speaker 1 But

Speaker 1 yeah, if we check the Steam charts, or let's say the Steam thing, it's overwhelmingly positive with literally 100k reviews on 98%.

Speaker 1 It's insane, man. Like, that's insane.
It's 14 Euros, by the way

Speaker 1 and uh

Speaker 1 if we go

Speaker 1 steam charts on bellatro regarding the

Speaker 1 user base

Speaker 1 where we go

Speaker 1 it's actually an all-time high yeah

Speaker 1 like like

Speaker 1 42 45k

Speaker 1 players playing a day and you know why because these guys keeps on pumping content and i'll show you how and it's by the way, amazing.

Speaker 1 Yeah, yeah, yeah. So, they had this like Bellatro and Friends, like friends of Jimbo.
Uh, you see these games: this is Witcher, this is Dave Survivor,

Speaker 1 this is Among Us, and this is Castlevania. So, they're literally adding these as a crossover

Speaker 1 to the game.

Speaker 1 Yeah, sorry, Vampire Survives, not Castlevania. Yeah, so they're doing it very, very clever.

Speaker 1 And we are 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.

Speaker 1 This is just one. This is the second one.

Speaker 1 Which is

Speaker 1 Binding of Isaac. I forgot this one.
Shovel Knight, I think. I don't know if they have it in different one.
And like...

Speaker 1 So what's there?

Speaker 1 Imagine how much easier this would be if Balatro was based in China, because they could use makeup. Whatever party is.
Slide the Spire. Sorry.
Slide the

Speaker 1 Biden of Isaac, Slay the Spire,

Speaker 1 Stardew Welly,

Speaker 1 and the last one is what was it?

Speaker 1 Stardew Welly, was it? That's it. What was the last one?

Speaker 1 I think some zombie stuff that I skipped.

Speaker 1 Zombie stuff.

Speaker 1 Yeah, and then there's one more, the final one. It was Cyberpunk.

Speaker 1 Yeah, which is, by the way, they have this like amazing, completely psychedelic trailer. So there's Divine Divinity from Laria.
This is the game that the studio did before Baldur's Gate 3.

Speaker 1 Very, very popular. I played it.
Shovel Knight. This is like one of the most popular indies out there.
It's just, I played it, by the way. It's great.

Speaker 1 Nice. Very original.
It's pretty much like prehistoric with you jumping on a shovel. Yeah.
It's so good. Oh, I have to play that.
I have to play it. Run away, man.
It's like

Speaker 1 you're literally making this kind of a game in 2020 something that's amazing so good wow uh 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

Speaker 1 and then warframe oh man you might as well be speaking anyway like chinese right now i have no idea what you're talking about

Speaker 1 don't have a pc you don't play pc games just like yeah that's fine don't worry that's fine okay but what's happening here that pretty much they're drawing all of these other audiences because these are all pretty much classics.

Speaker 1 Like, think of it as a classic movies, Felix. Like, everybody knows these guys and on PCC.
And they're just taking them. Like, come in, come in, come in.

Speaker 1 As when we have guests on the podcast, we had JK, everybody watched it because it was JK. It's this is the same thing.

Speaker 1 Everybody plays Palatro because there's Shovel Knight or there is Among Us or there is something else. Like, yeah, this is how we do things.
Things exactly.

Speaker 1 So if you get back to the chart, it's doing 100k a day,

Speaker 1 which is like an all-time high. Dead on

Speaker 1 the game on mobile, not free to active user base, active user base,

Speaker 1 all-time high, 330k

Speaker 1 all-time high with Balanta. Like, this thing is just amazing.

Speaker 1 What's the geos?

Speaker 1 I think it's like 90% US. It's 80% US.

Speaker 1 Man, they could have been way more than that if they showed six interstitials and three. This is a market prediction video.
There's a free-to-play ballatro coming this year.

Speaker 1 100%, five things, I think they're working with already. Felix, but we talked about it.

Speaker 1 That can happen, but it needs to be simplified a lot.

Speaker 1 It can't be that hardcore because it won't grow. It just won't grow.
But

Speaker 1 it lives in its hardcoreness. Yeah, yeah, yeah,

Speaker 1 yes, absolutely. And no doubt about that.

Speaker 1 And their marketing is like, you see what this does, these crossovers.

Speaker 1 Exactly. Amazing.

Speaker 1 Okay.

Speaker 1 Still so old. 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.

Speaker 1 But somebody may check.

Speaker 1 Yeah, so moving on, Hexasort.

Speaker 1 That's definitely good.

Speaker 1 Yeah, Hexas or I

Speaker 1 Hexasort's not going anywhere. Yeah, so Hexasor is still doing 100k a day.

Speaker 1 Same as Bellatro, by the way. For comparison.
Draw for yesterday

Speaker 1 is on second spot. So

Speaker 1 right after Minecraft.

Speaker 1 So it means that they overtook them only during the launch for a little bit, but then they still can match them. Okay.

Speaker 1 Whoa, way, way, way, way, wait, wait. Bellatro is number one on Android in the the US.

Speaker 1 On Paid.

Speaker 1 On the 10th of

Speaker 1 January, Balatro first, Minecraft second. Okay, so they still are able to overtake Minecraft.
That's amazing, man. Yeah, well, for a dead game.
Yeah, absolutely. It's a fake.

Speaker 1 By the way, Minecraft was bought for 2 billion. I'm just saying.
Yeah, it's just

Speaker 1 like Microsoft Sweden. Yeah.

Speaker 1 I don't want to go into that story. It's so great when people that have zero idea what they're talking about just throwing shit at every

Speaker 1 balatro is like the way that you do PC games in this era and taking on mobile together with it. Yeah, that's that's how we do it.
At least one guy, one fucking guy, yeah, one guy.

Speaker 1 Yeah, that's impressive. Well done, yeah.
So, Hexasword, um, I guess, what was the percentage? 50% on Edraveno, no, no, a bit more. Let me get it up, let me get it up, even more,

Speaker 1 but it's fine.

Speaker 1 I need to find this far back, you know. Yeah, they're doing some crazy stuff.
So still 100k downloads a day. Which is pretty good.
I see there are active users all-time high, 3 million. Yeah.

Speaker 1 This is just very solid. It's just super solid.
That's there. Super solid.

Speaker 1 But we have a super hybrid competition.

Speaker 1 That's a very, very nice segue. Mr.
Jakob, thank you very much. Because there is the Super Hybrid competition, guys.

Speaker 1 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.

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and get your next hit out there. Thank you very much, guys, for sponsoring this episode.
I love you. Yep.

Speaker 1 So,

Speaker 1 Hexasaur is 70% added revenue. Oh, wow.
So, it was 100k, which is what, 30% then?

Speaker 1 Yes. Yeah.

Speaker 1 Okay. So, three times more.

Speaker 1 It's 300k a day. It was 200k.
Yeah. So 300k.
Which means 250 to 300 million dollar run rate this year or last year. Okay.

Speaker 1 That was VR Warriors at its peak now. 300k a day.
I think so. Was it? It was.
Yeah, it was. It was.
Yeah, yeah. It was.
Yeah. It was, it was.
Yeah. But still amazing.
You heard it here first, Volks?

Speaker 1 Yeah. Yeah, this is amazing still regarding Hexasword.

Speaker 1 All in hole.

Speaker 1 Oh, they just launched, man. So they should be way more than what they were before.

Speaker 1 So, yes.

Speaker 1 And by the way, Emma from the team, she has the two and a half gamers merge. So guys, everybody, just go to two and a halfgamers.com, which is 25gamers.com,

Speaker 1 and there's the merch. And you should all buy that shit because it's amazing.
Yeah, helps. You know, you know, you see what it does with your game launch.

Speaker 1 Easy, easy.

Speaker 1 Yeah, so all the way to 100k a day, five apps only, which I guess is what did we say, Felix? 50? 20 20% us. It was quite low.

Speaker 1 Yeah, it's low.

Speaker 1 Still, good. Yeah, it's very good.
Like downloads wise. 20k a day is quite good.
Kind of scaling phase, but again, because it's probably very IIP driven, very high CPI.

Speaker 1 30k a day is, I guess, warranty there. Active users,

Speaker 1 yeah, all-time high, 150k. But yeah, it's pretty much global on scaling phase.
We can really say much of it because when we cover it, it's still a soft launch.

Speaker 1 So I guess we'll see where it hits the ceiling. Probably we'll get back to it at some point.

Speaker 1 Now it's a good time to actually scale that after being now is the good time to scale that after being in a soft launch for some time.

Speaker 1 They've been for soft launch for quite long, like from July. I know, yeah, I know, I know, I know, I know.

Speaker 1 But then they opened up the US and other countries and now they're basically on the whole world and it grows.

Speaker 1 And they said also they're listening to the episodes, they should have way more creatives than what they had before. So here we are.

Speaker 1 Yeah, yeah, like the the whole thing, like in in my opinion, like is is is great. And like as I said, they stole Voodoo's launch there, pretty much, with the whole thing there.

Speaker 1 Because yeah, as everybody knows, Holayo is like the signature of the game. But I'm looking forward to this, like this kind of new experimental puzzle genres that

Speaker 1 are kind of popping out. Those are kind of way to go.
This is my predictions by. Dark Mate's eyebrows are in that episode.
Oh, yeah.

Speaker 1 I don't know. What was that? Yeah.

Speaker 1 See that? I feel like I'm in the... You're Portuguese.
No, I feel like I'm the

Speaker 1 old dad from American Pie.

Speaker 1 What's the day of the day? Oh my god.

Speaker 1 Maybe it was an imposter. Let's see.
No, it's it's the the US, how it treats me.

Speaker 1 I was in the US that comes. Moving on.
Um

Speaker 1 capy barrago. Capy barra capibara.
Capy bara.

Speaker 1 All-time high.

Speaker 1 FedEx?

Speaker 1 All-time high for sure.

Speaker 1 But yeah, it's all-time high in scaling phase. Yeah, it's great.
One million a day, say.

Speaker 1 IP wise. Which is great.
Yeah, which is great. Downloads wise, it's actually going down 15% per day, I guess.
That gets consolidated there.

Speaker 1 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.

Speaker 1 So next time, we are definitely talking about it.

Speaker 1 They they added, I think, a lot of monetization stuff here. Like like this even This is basically Legend of Mushroom.
Oh, yeah. Because we are talking about this.

Speaker 1 This is pretty much the same template there.

Speaker 1 Some of these, like

Speaker 1 I think this screams monopoly go on the other hand. Really, I don't hear it.
Yeah.

Speaker 1 Yeah. I'm sorry, I can't.
Yeah, I don't hear it.

Speaker 1 Yeah.

Speaker 1 Golden piggy. Yeah, I don't like this.
It's the piggy thing. Don't whisper.
Why?

Speaker 1 Come on, it's a late night show. It's already almost 11 p.m.
Come on.

Speaker 1 Yeah, I think,

Speaker 1 yeah, not much to say here. Like, I don't see any.
Like, New World is open finally. I guess people got to it finally.

Speaker 1 I did.

Speaker 1 Almost there. Yeah, yeah.
So,

Speaker 1 yeah, but

Speaker 1 not really much to say about this thing. Oh, yeah.
New progression power layer has, of course, like that's that's we see it right here. We lost 20 minutes of our time.

Speaker 1 No, we didn't. Like, I thought I thought you started talking about no, it sees this.
This is what happens with hubby games all the time.

Speaker 1 Like, they just keep on adding more and more and more power progression layer because it increases spend. So, I don't know what this shit is even about, but I can already see what it's doing.

Speaker 1 It's just like, yeah, we have more stuff to buy. So, what they're doing here is that reusing the assets of those whatever things and they're putting them as some kind of your pet or whatever.

Speaker 1 Yes,

Speaker 1 a new gotcha, of course. Wow.

Speaker 1 300.

Speaker 1 Collect four magic balls for bonus draw. Again.
Again. Again.
Oh, you're finally spending those gems. Great.

Speaker 1 Wow. So we have...
Yeah, it's a puzzle.

Speaker 1 Of course.

Speaker 1 Of course, what does of course means? Yeah, so basically one new power progression layer. That's it.
Okay.

Speaker 1 It's very healthy. It's still not healthy.
Yeah,

Speaker 1 it goes into the right direction. Yeah.
Archer. Actually, my prediction is Archer 2 will overtake it.
Yeah,

Speaker 1 no doubt.

Speaker 1 No doubt. I think

Speaker 1 they were already doing way better in the soft lounge or whatever lounge. With the hidden film.

Speaker 1 Yeah, it was like 800-900K per day. Yeah, we'll definitely talk about hubby more somewhere near, but the other.
Even more? Yeah, of course. Hubby is the thing to talk about.

Speaker 1 Hubby is the future. The next color would sword? My supermarket simulated 3D.

Speaker 1 Oh, that's

Speaker 1 game district, right? Yeah,

Speaker 1 it's not doing that, yeah. I thought, but it's still good, yeah.
It's still good. Uh, run out a little bit of steam.
Keep in mind, this was a trend.

Speaker 1 Uh, doing uh 300, 100, 250k downloads a day is definitely not bad. Yeah, it's not bad, yeah.

Speaker 1 So it's more, I would say, consolidated. Uh, revenue-wise, it was never about IP revenue, so not really kind of 66% ads.
So

Speaker 1 it's still pretty good, man. Like, we were talking about that's really really good.
66% ads. Yeah.
Yeah. I've heard much more.
Yeah, it was it was ranked 60 or 70 percent.

Speaker 1 Wait, supermarket manager or supermarket simulator? My supermarket simulator 3D, the biggest one. Yeah, the game distribution.

Speaker 1 Too many simulators for Felix. But you don't see it.
Yeah, yeah, no, 66, 66, 66.

Speaker 1 Okay, so, yeah, but active users are pretty good. So

Speaker 1 how many? One and a half million. One and a half million.

Speaker 1 I was trying to actually look into the game.

Speaker 1 I don't see nothing new in it. Well,

Speaker 1 they said they were going to update the rewarded app open interstitial moving away from the Google one, but no. No, yeah.

Speaker 1 Maybe they didn't listen to us yet. Yeah, but they said they didn't.
They messaged us after and said we were. So

Speaker 1 somebody's getting fired tomorrow.

Speaker 1 Well,

Speaker 1 I'll see. You said you did it.
Yeah, I don't think you need to play the game, man. Seriously.

Speaker 1 No, no, no,

Speaker 1 I was just scouting for like some events or something. No, no, no.
You were just trying to play the basketball game again. That's exactly what you've been on the recording.
Maybe. Maybe.

Speaker 1 Maybe.

Speaker 1 Anyway.

Speaker 1 Age of Empires mobile. Oh, that's that.

Speaker 1 Oh, well, that basically it was doing well, like an hour half a half. I don't know.

Speaker 1 Maybe second.

Speaker 1 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?

Speaker 1 He just, he's just saying random words. Man, you didn't play any of the PC classics, don't pretend now.

Speaker 1 I played Reddit Mark 2. That's a classic.

Speaker 1 Okay, let's move on.

Speaker 1 It's not that bad.

Speaker 1 Actually, it's just

Speaker 1 half the size bad. It's fine.

Speaker 1 It's still Forex. Forex keep it alive, even if it's shit.
So, yeah, but well, dead IP, come on, yeah. Downloads wise is kind of

Speaker 1 shark finny.

Speaker 1 Active user is also kind of shark finny.

Speaker 1 Maybe let's check the last thing if they actually listened to us and started using some you know creatives.

Speaker 1 Oh,

Speaker 1 you GC.

Speaker 1 No, this is what uploading. Man, if you're going to tango in the same dance floor as White Out Survival, you better bring your A game.
Yeah.

Speaker 1 And this is not it. Yeah, definitely not it.

Speaker 1 Just, yeah, it's still nostalgia stuff.

Speaker 1 Same creatives we did. Guys,

Speaker 1 why?

Speaker 1 Yeah, exactly.

Speaker 1 Yeah, that's kind of funny.

Speaker 1 Yeah, it is, but still, it doesn't really bring the CPS down that much. Wow.
It's again like this old thing. Like the

Speaker 1 UGC, and then I think it's oh, wow. Yeah, okay.
Let's move on. This is nothing.

Speaker 1 They still didn't get the normal,

Speaker 1 unfortunately. So this is going to get crushed in the Forex War as some casualty that nobody will talk about in two months.

Speaker 1 Nobody talks about it anymore.

Speaker 1 It's there already, lying in the battlefield. Pokemon TCG.

Speaker 1 Oh, that was that was. Oh, man.
It must be scaling to the moon. I mean, it must be like 30% bigger than when we covered it.

Speaker 1 It was bigger, then it dropped, but I'm not sure, like, where is it at the moment? Ooh.

Speaker 1 Okay. It's not.
So we only made a quarter of a billion since it launched. So I'm playing it every day.
Of course, you don't. I know.
It's nuts.

Speaker 1 So.

Speaker 1 What's happening here is that this is the graph that if you judge now, we will make great error. Because

Speaker 1 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.

Speaker 1 So the assumption doing on this graph could be very wrong. So until they release set two, which will be basically another like 200 cards, which will spike this thing together.
Yeah, it's true.

Speaker 1 Which they already did with that. This is the mini set,

Speaker 1 which is 60 cards, which did

Speaker 1 not you what was it new yeah the coin collection

Speaker 1 yeah i played

Speaker 1 so it plays back to

Speaker 1 seven question here then

Speaker 1 under or over

Speaker 1 14th of january 2026 750 million lifetime revenue over estimate for this

Speaker 1 why why is january what in one year will it had will it have made in a life one year over september

Speaker 1 october this year by the way i'm just saying saying this time in a year so in a year's time from now so you already have 250 to 288 million you nearly hit I said nine in 12 months I said 980

Speaker 1 which like it won't make one billion but it will be very close that's my prediction okay

Speaker 1 what the what yes

Speaker 1 hey I do decimals let him too okay yeah okay fine fine so what's happening here I think it's still kind of very stable uh downloads wise again it's stable Active users-wise, it's very stable.

Speaker 1 It's just that people don't have anything to spend in the current state because PPP ranking is not there, trading is not there. Everybody, like, I'm pretty much nearing both of the sets.

Speaker 1 I have like all the cards nearly there. So, you have, and these guys are not that aggressive, but once it hits, and once the like second set hits, it's a spike.
Which Pokemon are you missing?

Speaker 1 Like seven from the first set and two from the other set. Like, which ones golem or I have golem D2 or

Speaker 1 Snidorina or

Speaker 1 shit ones. Like, I have all the good cards.
Like, not I have all the

Speaker 1 X's.

Speaker 1 He was showing me the, I don't think it was what it was, Gyrodos or what was it? Currently, the Gyarados deck is the best one.

Speaker 1 Just like Gyarados Greninja deck, which like will eat you alive. Like, it just destroys stuff.
Like, the Mewtwo Picacho deck is good, but yeah.

Speaker 1 Anyway, we'll get to it when it hits because we'll do like a review of the trading system, which, by the way, the leak said, said it will be limited to diamond and one-star cards.

Speaker 1 I don't even know what that means, but I like it for you.

Speaker 1 We'll see. We'll see.
Because for me, this is sacrilege. Skip randomness of a gacha.
This is sacrilege, in my opinion. We'll see if he tanks the game or not.
Okay, I can't even spell that.

Speaker 1 What did you just say?

Speaker 1 What? What?

Speaker 1 I don't know. You don't know this word? No.

Speaker 1 No, no, no. Altogether, like the sentence.
Never mind. Let's just move on to like I do ads.

Speaker 1 I don't understand what you said. Honestly.
Three-star, four-star group guy. I know what that meant, but then the following situation.

Speaker 1 Yeah, but all together, like, come on, I'm just not keeping up here, like, at all.

Speaker 1 Okay, last game combo. Uh, Play Doku, Colorwood.

Speaker 1 Oh, yeah, Colorwood, all-time high. Yeah, PlayDoku

Speaker 1 decreasing. Yeah, yeah, because I said that before.

Speaker 1 Yeah.

Speaker 1 So, yeah, exactly. So, Colorwood,

Speaker 1 not really all-time high, but like if I draw a curve here, it's pretty much all-time high scaling. So, it's there.

Speaker 1 So, it's doing like what 100k. After the episode, look.

Speaker 1 After our episode. What was the episode?

Speaker 1 When? I don't know. I was in UA.

Speaker 1 So, this is November 21. I think, actually, yes.

Speaker 1 This is our episode right there.

Speaker 1 I'm telling you.

Speaker 1 Can't on, podcast. I shit on UA.
I shit on UA. This is what's going to happen.

Speaker 1 I mean,

Speaker 1 ad revenue when we did the podcast was 47k a day,

Speaker 1 but

Speaker 1 when we said that, it was stone face from Toljo. So, like, he was just not letting anything go.
So, I think it's higher. Yeah, I think so.

Speaker 1 That's probably a higher higher. 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 is

Speaker 1 1.4 has really increased now? Yeah.

Speaker 1 Quite a lot.

Speaker 1 What is the countries, please?

Speaker 1 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.

Speaker 1 So whatever, let's say if it was 80, it's now 160. Whatever they're doing, they're doing it.
Right.

Speaker 1 Good job, guys. And still, like, US pick the top, top active user population.

Speaker 1 Downwards-wise, what's what?

Speaker 1 Uh,

Speaker 1 yeah, US still on top. That's great.
Yeah, so very, very good. Uh, finishing with Play Doku here, unfortunately, this could, I guess, a little bit downscaled.

Speaker 1 I mean, it's not prioritized that much, yeah. Yeah, I guess they're focusing on the main game.
Like,

Speaker 1 yeah, active user base is what's important here, so let's just have a look.

Speaker 1 Oh, wow, This looks very good. 800k.

Speaker 1 Bernie Games.

Speaker 1 I knew that a background in social casino would make you like amazing.

Speaker 1 That's yeah, it's amazing. And it's great.
Great. Great job.

Speaker 1 Yeah. And one of those games.
Yeah, great job. This is amazing.
You know what I mean? That means Play Doku. You know who we are.

Speaker 1 Sending regards to Katya.

Speaker 1 Yeah.

Speaker 1 So that means Play Doku

Speaker 1 is earning fifty to seventy K, which means that this studio is like 250 to

Speaker 1 250k a day, roughly ish. Ish very solid.

Speaker 1 Very solid. And by the way, if you look here, the portfolio is bursting with new games.
I mean, that's what Anatoli said. Yeah, yeah.

Speaker 1 No, it can't be bursting with new games because mobile gaming is dead.

Speaker 1 Yes.

Speaker 1 Yes, that's exactly what's happening.

Speaker 1 Nice. For me, like the winner of this all is

Speaker 1 real short

Speaker 1 and Valatro.

Speaker 1 I percent. Colorwood sword.

Speaker 1 Yeah, also.

Speaker 1 Yeah.

Speaker 1 But Valatro 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?

Speaker 1 Our subtitles.

Speaker 1 Because don't worry.

Speaker 1 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.

Speaker 1 We're working on voice as well, but it's going to be in two and a half steps time. Yeah, well,

Speaker 1 it should be in Korean already, so that's fine.

Speaker 1 So now we have the, you know, everybody says something. Like, yeah, could just figure out things you want to say.
Felix is the subtitle guy. I'm the salesperson here with Foot Profits sponsorships.

Speaker 1 I don't know. Why do you wake up always at the end of the episode, man? Wake up like after two minutes.
It's subtitles. People need to watch it and switch it during the start.

Speaker 1 I mean,

Speaker 1 but you know, like, you know, in Asia, they read right to left.

Speaker 1 This is not a manga show, man.

Speaker 1 Thank you so much for tuning into this great episode. We're going to end it right here because I need to sleep.

Speaker 1 Goodbye, everyone.

Speaker 1 Thank you very much. Subscribe, share the podcast, enjoy the Slack channel, please.

Speaker 1 Thank you. It's been three years, guys.
See you. Yes.
See you. Bye-bye.