Archero 2 Review: The Evolution of gaming & Habby template perfection

Yeah, so Arcero 2 numbers, as said, this is out from June, but was under a different name.

So if you look closely how it looks now, it's basically on Black Friday, it's 730k a day in IAP.

Yes.

Which I would say it's a million.

I think that Friday it's a mil for sure.

Yeah.

Just go to geos to really make it impressive.

South Korea, Taiwan. yeah yeah no us yet yeah no second january this is a no bullshit gaming show where we talk about games and their revenue in great detail, powered by our ad monetization, game design, and user acquisition triple threat expertise.
Welcome to the Two and a Half Gamers, the unfiltered truth served with a side of giggles. Let's not forget this is a 4 a.m.
conference discussion vibe, so let's not take it too seriously. Tune in now and stay two and a half steps ahead of the gaming industry.
Okay. Hello, hello, hello.
Welcome. My name is Matyev Anceric.
I'm Felix Broberg. And I'm Jakub Remian.
And we are your hosts and we look forward to this episode.

It was scheduled for last week, but then Felix went to Vietnam. How was your trip, Mr.
Felix? I'm glad you asked. I'm super jet-lagged right now.
You can hear on my voice. It's been a long journey to get home.
But one thing that stuck with me is just what an absolute gaming rocket ship Vietnam is it's about to go to the stratosphere is exactly what you felt it's the same feeling exactly what you felt like when you were in Helsinki 10-15 years ago the same feeling you kind of get to Turkey but maybe like six seven years ago in turkey and now it's just like there's two developers that are earning between you know like 80 to 100 120 million a year in ads revenue and basically that's fueling this growth and it's just really impressive to see a lot of talented studios well wait a second. Ads is just dead, right?

So it shouldn't be great.

Wait a second.

You were 15 years ago in Helsinki?

Yeah.

Of course. Okay, I wasn't 15 years in Helsinki, but yeah.

You were 15, actually.

Should I put on my Magic Car pad?

Yes, yes, you should.

You should.

You should.

Anyway, no, no.

I just wanted to say thank you for john for

organizing a fantastic games forum uh i met tons of really interesting people we're gonna go back i promised a lot of people that we're gonna translate this podcast into vietnamese and we are working extremely hard on getting that solved right matthew which i already am very close to solving all of this.

So just, yeah, stay tuned.

It's going to be, it's going to be very much and very interesting. No, seriously.
You saw the video that I posted in our WhatsApp chat. And one of the things they told me was that Abbey Games is actually ABI games.
ABI, yeah. And then some people said people said abi but there was majority of people said abi games so yeah yeah no now we know okay now we know now we know and the also now is that we are going to talk about archero 2 which is not global launch yet And it's already making at least 700K per day.
I mean, that was kind of Black Friday. But I'm pretty sure it's making way more since there are ads.
There are ads. There are definitely more, yes.
Yeah, and already making way more money than the Capy Varago, which is global launched. Kind of.
Okay. Okay.
Okay. We can compare.
We can compare. Let's cut the bullshit.
Come on. What do you mean? Let me cut the bullshit.
Let me cut the bullshit. I was looking at it, and on Black Friday, it was definitely earning more on a daily basis than Capbara Go.
I guess only on Friday. Anyway, so what are we talking about today? Jakub, tell me.
Tell me. Arcero 2.
Why is this interesting? Yeah, Arcero 2. By the way, Arcero 2 did literally 3K more than Capybara Go.
That's the difference that you're talking about. Yeah, but with the sadness multiplier, that's like 6k.
With ads. Wait a second.
There are ads. Way more ads than in Capybara Go.
Yeah, Capybara Go. Yeah, but not...
Come on. I would say Archero 2 has way more ads revenue than Capybara Go.
We'll find out. Good thing you're an ads expert.
Exactly, exactly yeah we will find out very soon anyway as usual yeah so Archero 2 for those following the latest can developments within the Habit portfolio they're really not losing any time between the games as this is is like a second not-so-global launch game pretty recently. So ArcherO2 is pretty much continuing on the legacy of ArcherO1, which was their first hit from 2019, if I get that right? Yeah.
19, I think. Yeah.
Yeah. So looking at it, it follows pretty much the same formula, but the important part is that you can see how they upgraded their template.
And the template that they've been using throughout the years on all the different games, we'll also compare it with Capybara, don't worry. You'll see some obvious similarities, but let's just start and run down what's there into the game.
So regarding the progression layers, as usual, we have the signature HB six-slot inventory with three slots on the left side with damage, three slots on the right side with HP. S-tier helmet? Yeah, S-tier helmet.
I have S-tier amulet, at least. S-tier amulet? Oh, really? I think I would have another S-tier thing in like 21 opens, but this was still my guarantee.
But yeah, this is the typical thing with all the hobby games that I run on gacha, merch gacha kind of setup.

So they have the normal layer of gear,

and then they have the S tier layer of gear,

which you can get only from the S tier chest, whatever.

They actually added one very interesting thing

into Capybara.

We're going to talk about regarding the S tier thing,

but just let me finish the Arcero thing.

So the new thing here is this kind of wish mechanic regarding the power progression layers which in the end is the artifact layer here which is exactly the same as we've seen in capybara go as usual this talent cards thing is actually a new thing it's their fifth iteration of the upgrade skill tree where it's in archero it was just like upgrade button and like line goes up then in survivor io it was again upgrade button life goes up and some additional skills and then capybara had the three skills that are kind of upgradable and then you need to have no choice and go ahead. Yeah, so they've removed the skill

line base that they've been doing

a couple of weeks ago, right? Because it was in there

and then they removed it and now they have the talent

cards, right?

Yeah, because if you go

here into Capybara, they have this.

Oh, this one.

A week ago, when I was playing this

a week ago, they had a line and the line

like normal heavy one.

No, I'm playing

this for two or three weeks. Well, since the launch, there wasn't any line.
Felix. You were playing Garcher 1? I also think there was this thing always.
There wasn't the line before. Also, Jakub, talent cards cards I think maybe I'm wrong but these are like the same talent cards but different rarities and you can have all of them because it's the same thing so there is the common, the rare and then legendary or whatever is in there.
And I think I have the same cards, but with different rarities. So I have one second.
Yeah, I'm just going to pick it up. I'm pretty sure it's there.
So it's not like you can have only limited amount of talents, but it's also kind of exponential. Let's see.
Maybe I'm wrong, but I think I saw it. I would expect this to be the same for everyone.
It's just like different chances when you're upgrading this that you get one of the best. So you have the Super Dodge and Ultra Dodge.
But it's still dodging. It's the same thing, no? I mean, I have the same talent cards as you have.

So I guess it's... It is the same, man.

It's just the same.

The difference that they did here is that it's randomized again

based on the stuff that is like linear upgrades

and they make it a little bit more.

Because now there's the word draw here.

But before, there was the word gacha here.

It was literally the word gacha. They changed it with the update.
I have a screenshot of that. Yeah, there was a gacha.
Yeah, yeah. But this artifact layer, that's exactly the same as the one in Capibara.
Everything is the same. Yeah, yeah.
So, that's there. But going back to Arcero, by the way, for those who think, like, why does this thing kind of suddenly appear on the stores, and why didn't talk about it from June 17th, it was actually renamed from a game called Destiny's Arrow, which means that they were kind of running like a hidden soft launch, I guess, and then only in September they renamed it to Arcero 2.
So this is not something that... But you were talking about it.

Yeah, we were talking about it on the software.

Jakob was talking about this.

Yeah, as I said, you were talking about it for sure. Because we are two steps ahead of the gaming industry.

As usual.

As usual.

So the upgrade layers here.

As you might say, we are the hobby of the podcast the game so the gear is there the talent cards thing is there the artifacts thing is there just count with me, that's three already there's characters which are again same from Arcero which you can get and upgrade. They have different skills and different kind of setups.
I guess some are better for maybe PvP, some are better for PvE, you will see. So this is the fourth power progression layer.
Then you have runes which is heavy. This is insane.
This is similar to tech parts from Survivor. heavily expanded, actually, because this is not six slots.
This is ten slots. And all of these slots, what they do is pretty much they modify the abilities of the skills that you select during the core gameplay and skill randomizer.
So you can select your build to have a little bit better kind of control over what you get and how how strong the things are so let's say these sprites like that's a great mechanic that they introduce now these like little monsters that attack automatically because in archero you attack only when you stand and if you move which is not true anymore because you can have the your weapon to be detached from your body yeah you can have a detached your weapon yeah at the price. Yes, but still.
So yeah, so this thing is there. So there are already five progression layers just out of the bat.
Just saying. And then we have, of course, the typical idle mechanic with the quick hunt option when you can either burn your energy or have two more adds for it.
Two per day. Yeah, two per day.
Then we have the guild mechanic. Again, completely same setup as from Capicara Go.
Keep in mind that, for instance, Survivor.io or Archer, when they launched, they didn't have any guild mechanic. My guess is now it's implemented and completely the same in all their games because, again, it's their template that's just getting upgraded and upgraded.
Yeah, copy-paste. Then they have the events page, which, again, is coming from Legend of Mushroom or Legend of Slime or wherever we saw it.
And you see that it pretty much is now core of their template. And if you look to Capybbara go it's pretty much exactly the same thing

so again they just went with the kind of a bread and butter here uh so there's the sky tower mechanic which is again just like the your typical tower mechanic with increasing difficulty floors then you have the arena which is actually this is very interesting arena is actually an autoplay

PvP, autoplay, I think

not PvP, that you don't play. It kind of

plays itself. Actually, this is very interesting.
Arena is actually an autoplay PvP, autoplay asynchronous PvP that you don't play.

It kind of plays itself onto 45 seconds matches, actually.

And the thing is, you have both the same skills, but then...

I have different gear than my opponent.

Exactly.

Like, you see those dragons?

Yes, exactly.

Because I have that ability. Exactly.
Or the balls that are off. That's what I wanted to say.
Because I have epic rules there, so. You see those dragons? Because I have that ability.

Or the balls that are on the team.

Because I have epic rules there.

So yeah.

But yeah, this is just like

I would...

Can I say how

polished this game is?

It reminds me

of playing a Supercell game.

It's really nice.

It's super polished.

Yeah, so we have the PvP, then we have the boss mode,

then we have the gold cave, which is the soft currency event,

same as Survivor.io, pretty much the same.

This is actually new, this kind of a thick thing,

which is like a mini game of you trying to upgrade the chest. I guess I get the key in a moment.
And then you click on three times three board where there's actually three key hidden, and you are actually tasked to not find the keys, but find the upgrades for the chest. Then you open the chest and give you room.
And then find the key. Then find the key at the end exactly core itself is pretty much

very similar how it was

with some additions such as

that some of these

chapters are

not only your 50

how do you call it, 50 room dungeons

as they were used to

but you also have this like 10 minute

lands where it's literally just

survive for 10 minutes and the

area never changes, you just kind of

Thank you. as they were used to.
But you also have this like 10 minute lands where it's literally just survive for 10 minutes and the

area never changes. You just kind of

go around stuff. Or

you have the other one.

See, this is the clock.

It's just 50 waves.

Then it's waves.

This is the dungeon one.

This is the wave one.

So this is the wave one actually.

And this is by the way super interesting. Let me show you this one.
It's actually on the bridge. Or no, this is not on the bridge.
This is the other one. First I thought it's for the creatives and these are just like amazing UA levels.
And then I saw the creatives like how wrong was I? It's like, this is just fucking insane. Oh my god.
Yeah, this is the typical one, actually, the old one, not the one that I said, the one on the bridge, but they had the one also on the bridge. Yeah, the mechanics, by the way, I'm liking the skills much more.
Oh yeah. And they change a lot of stuff, by the way, because these skills now have prerequisites.
So they don't work as in Archer 1, where you just select the skills and select the other skill and so on, and they wouldn't have any interaction between each other. In Survivor Io, you had evolutions, where you have like, ammunition and weapons.
And this is actually much more closer to something like Hades, where if you select the skill, you can unlock another kind of upgrade to that skill into the pool. So at some point,

for instance, I unlock

a chance to summon meteors, and then

it unlocks a skill that doubles

the chance of summon a meteor or

whatever. Or these swords that you

summon and suddenly... A skill tree.

Yeah, yeah, yeah. A skill tree.

I can translate that into non-gaming. You become

more OP the longer you play.

No, no.

That's not the translation, man. The translation is it gives you more control and more options to actually build out the character a specific way that you want rather than just having random combination of skills.
So you can think about having a build in these stages and then if you go that build road, then you actually can have pretty insane builds afterwards. Meteors or whatever else, which definitely makes sense.
In my opinion, that was one of the biggest problems with Archerro and this whole Survivor IO hubby pipeline, that they just didn't have enough requirements in the PVE for you to switch different builds, different combinations, different problem A answered with gear A, problem B answered with gear B, challenge C, whatever, something, something. Now I think they're finally getting a hang of it.
It's not your usual rock, paper, scissors scenario yet, but still at least it's something and there's actual kind of viability with stuff. Now they have everything for minmaxers like you, Har.
Yeah, it's much more hardcore. I think it's much more hardcore.
This is way more hardcore, man. Way man way more hardcore yeah yeah so jacob this is the first time i've been getting in on the emulator don't you think it's super frustrating to play with a mouse this game like it's actually a lot harder than it would be on the mobile what do you think i'm clicking here yeah i'm not using mouse.
Oh. You see this thing down here called W E A S T? Yeah.
You know how you use emulators? You map your keyboard to them. I missed that in emulator school.
Yeah.

They didn't, yeah, they don't teach this in the first grade in the emulator school. That's very true.
The funny thing is that, you know who's my emulator teacher? Jakub Remiard. Jakub Remiard.
Maybe we can do class two tomorrow. Yeah.
I'm watching there with this like wow

clicking on files next to the emulator window i'm like oh no i died you don't have archer or two live in your app store no 22nd of january for Portugal.

So you are in the

same batch as capybara go

global launch so it stays 22nd of january for a us as well by the way i just i checked it as well

by the way this rarity mechanic that they added into the skill randomizer that stuff goes from

common rare epic and legendary it just makes it much more juicy like i know yeah all the effects

Thank you. Added into the skill randomizer, that stuff goes from common, rare, epic, and legendary.
It just makes it much more juicy. I know, yeah, all the effects and everything.
But I feel it's just scripted, isn't it? Could be scripted, but it just gives you much better kind of variation between the runs, where you suddenly have like two legendary skills or whatever. And even the vectors that they added into the game, I'm really liking those.
Like the potions, like picking potions and like from those potions they created the mechanic, the sprites, these balls, then you have like lasers around. They have one legendary upgrade which would create like a web of lasers out of all the balls that are rotating.
So good. The skills are just much more fleshed out than the first one.
Also, the problem is when you have... So I have a staff which uses laser beam, obviously.
And then if you have all the different skills, then it just shoots all the lasers and I don't see shit on the screen. I don't see shit.
So that's a little bit too much. It's insane.
That's an ongoing problem with Archer or let's say hobby games. In the end, you turn your character in like disco mixer.
Yeah. It's a disco ball.
It's basically a disco ball. Yeah.
Yeah. Very true.
Yeah. Survivor IOS offers this much more to be honest.
But yeah, here you see for instance the the the sprite mechanic this is again very very good where you have these automated pets that are attacking with you and yeah i don't like sprite i'm more more of a seven up person seven up okay i'm gonna take your child away from you no more dad jokes okay fine okay fine uh anyway but you see we were not changing areas this is pretty much still fought within the same arena no changing doors so those are these three concepts which are nice flavor to like their usual kind of corridor based mechanics so i'm liking that that's good because it what it does it makes the game much faster so you don't need to switch doors actually, which is great, and this whole Valkyrie, Angel Devil mechanic that is giving you skills, I think also that's fleshed out pretty well so now you're becoming the disco ball the disco ball mixer like I'm just leveling up here let's turn in there, of course yeah, there you go's for the core i don't think so why this much so what what is different i mean not what is different but people think oh archer one archer it's it's the same game it's not definitely the same game i think the core is much more fleshed out here uh the also the progression ramp up is just much more smoother and let's say scripted because keep in mind before in 2019 when they launched archero again they started with just this one progression layer and then they added more and more as they go but you can see here that they have different ones than archero because they probably know that these ones just works better So they already like you know brought the proven meta to it so you can launch seamlessly with all these like artifacts talent cards and all these other things here it's just i would say much more smoother experience and you don't need to fret about people running out of content as they used to survivor and archero because there's they just have so much content now. Because the metagame is there already.

And even the monetization, if you look here, let's just compare.

The Privilege Card is literally called the Privilege Card here.

It's exactly the same.

So they just copied their monetization template from their metagame and inserted here.

So it's exactly the same. But they don't have the ad one in Capybara Go, right? They have a special ad deal.
What do you mean? If you go back into the privilege card, basically, this is the biggest bone I have to pick on the ad side. Like, basically, permanent ad free card, right? Which gives unlimited skip to all rewarded videos for $9.49, which is not as much fun.
They're not going to keep it. There's no way they are.
It's so generous. It's super cheap.
It's going to be at least $30 when the US launches. It's going to be $30 or they're not even going to have it, I think i think yeah exactly because one thing i remember from when we're doing survivor io like the ad revenue was like you know 20 to 25 right and if you do this like it caps it for those long tail users which this game really has right so all these games have an incredible long tail there's no way they have that in the global launch i think you know you know what what i just remembered i think legend of slime had this exactly same they but they changed it i think it was for 30 euros permanently but then they changed it for 10 euros and then capped it on 30 days yeah so it was it's also the thing that yeah you don't want to remove it right because usually Because usually the people who purchase stuff, if they purchase it, you take out your high ECPM value targets, which brings down your average tremendously as well, right? So yeah, there's no way they keep this in for the global launch.
Like that's the biggest thing that stuck out. I'm like, don't think so.
So do you think when there's the Archer 2 with all the improved stuff from Archer 1,

will there be Survivor IO2 next year?

For sure.

If this is a success, which it looks like it will be, for sure.

I wouldn't do that if I would be in hubby's place.

Too many similar games then on their pipeline.

I would rather maybe try to improve something like either a different core or maybe resurrect King Jaran. King Jaran is terrible.
Yeah, King Jaran is terrible, but it's a completely different core because it's a runner core. True.
And you know, runners have the gates mechanic, which they didn't use there. Yeah, I know.
Yeah, I know. I'm actually in the middle of that thing.
So I would rather resurrect the different core or diversify a little bit because Survivor.io, if, you know, yeah. Honestly, it's not going to be the same game, but still.
And I'm thinking next year, like summer, like they did two years ago with Survivor.io. They launched in August, basically.
So it gives us like half a year of re-threading and getting data from these two games honestly i think hobby will launch a new game somewhere by end of q1 next year absolutely march march april for sure because with their pipeline now in their template you see how fast these guys can go now like it's just that you know you just chord. That's it.
Very simple. Everything's done.

When this episode is done, I'm going to say

silent prayers to the goddess of

gaming that they don't come out with

a snake or two, so we have to listen to Matias

fucking snake.

Snake or two for another two

years. They won't be snake or two.

They won't be snake or two.

Yeah.

Let me finish the feature

set. So, Battle Pass

Thank you. too.
It won't be snagging too. Yeah.
Let me finish the feature set. So, Battle Pass again is now their signature Battle Pass.
Again, exactly the one as they have in Capybara or Archer or whatever. So, that's there.
The... What was it? The modes mechanic, again, I think we have covered that one.
One other thing I know. Ah, yeah, this one.
So there's this daily, weekly, and monthly special packs that I don't think so they have here, or do they? Oh, I don't think so either. They have these value packs in the pack shop.
But I don't think so. Some monthly pack.
Monthly pack, weekly pack. They have it.
It's just different layout. But the interesting part is that the daily one is actually doubled here because one is here in the shop and one is here in the rune ruins I don't know why there's like doubled whatever like very very interesting stuff that they have here but yeah anyway again it's just their template getting stronger and stronger and getting inserted with new toys and new improvements from different games much more polished yeah so much higher budget because you know you have i don't think so this is even more budget no higher budget no yeah why higher budget like think of it it's just recycled stuff that you don't need to spend the budget on so the budget stays the same but the quality improves because you are building on top of stuff that you built already a few years ago.
Exactly. Yeah.
So it's actually very efficient

and I would

say same, but the quality improves because you are building on top of stuff that you built already a few years ago.

So it's actually very efficient and I would

say even cheap compared to all

the other people that are trying to compare it.

Careful, careful. Not cheap, but efficient,

yes. Cheap, no.

Cheap compared to somebody that will try to build

this from scratch.

I mean, yeah.

No shit chair lock.

That's going to happen. We're going to see our chair to clones.
We're going to see Capybara 2 clones. Yes.
The thing is, it's just too overwhelming again for me, the Archero 2, because I'm not stuck, but I think I am just like stage 9 or 10 and it takes so long

it's

no but still it takes so long to just

do all the

chores basically and just

take all the tasks all the

basically everything until I get into the gameplay

it's like 10 minutes it's like oh fuck this

I don't want to play it anymore

it's a heavy maintenance

it's heavy maintenance

until you run out from all of your daily modes and everything. Exactly, yeah.
It's a lot. I don't want to play this long term.
Yeah, exactly. It's insane.
Yeah, I thought I was the only one who didn't like it. No, I like it, but it's too much.
Honestly, after seven days, it's becoming really, really needy. It's becoming a chore.
It's really needy. It's becoming a chore and very grindy, but this is what Asian gamers like.
And if you have just one game, keep in mind, that's your pretty much daily play time. So people are okay with that.
Yeah, last thing I wanted to mention, they're still doing this kind of very quirky YouTube videos that are directly redirected from the app itself. But I don't know why in Archeru you don't get hard currency rewards for watching them, whereas in Capybara Go you had.
You cheap fuck. You only watch it or you only click it because you're trying to get hard currency.
Optimizing. Oh my God.
I'm optimizing, yeah. Yeah, I can see.
It's great. Like, yeah, this has very big potential.
Shall we just look at numbers? Oh, yeah, please. Yeah, so Arcero 2 numbers, as said, this is out from June, but was under a different name.
So if you look closely how it looks now it's basically on Black Friday it did 730k a day in IAPS I would say it's a million I think that Friday it's a meal for sure just kind of geos to really make it impressive South Korea, Taiwan US yet not even tier 1 Europe or whatever is there there's Slovakia which is basically all revenue is coming from me oh really? there's Slovakia? no no no there's Slovakia there you go

how are we spending more than Luxembourg

yeah there you go

I mean 1700, 1600

is not me only but still I

kind of paid a little bit here and there

yeah anyway

most of the stands, Taiwan, South Korea

China, Hong Kong, the usual suspects

of an Asian centric launch

let's say

wait, China wasn't in

Capybara goal

Thank you. I'm on South Korea, China, Hong Kong, the usual suspects of an Asian-centric launch, let's say.
Wait, China wasn't in Capybara Goal. China here is different.
So it's a new thing. It wasn't there.
China wasn't there. Yeah.
Yeah, no China here. There's no China.
There's no China. But this is China iOS only,'t it could be not sure we can check right away it is they have the ISBN it's 50% of the downloads actually exactly good not bad.
Yeah, so that was revenue side, download wise. It's 100k per day, right? 100k per day, again, South Korea, China, Taiwan, Philippines, so on and so forth.
So, no US, this is basically following the same trend as they did with Capybara Go, which means they do Asian-centric launch first, and then they scale up to tier one. I have a hypothesis.
Why is this happening? And we discussed this with Capybara Go. We thought it's because of the elections, but it was probably not.
It's because of what? Roast campaign training? I think it's not really transferable from South Korea to any US. I mean, it's kind of good for history and everything.
But I think they're just testing a lot of different creatives that you will see in a second. And then in whatever works there, it's going to translate into us because they have they're using some interesting hyper casual mixing and matching with the with the archer or two kind of gameplay so i think that's just a soft launch or well it's kind of global launch in asia which then they are trying to find out the scale and then they're just going to push it into US afterwards and then basically whole world.
Because now Capybara Go is getting like 80K or 40K installs per day in the US. It's insane.
You know how expensive that should be? Yeah, just saying this whole thing is pretty much just like, yeah, this thing. Yeah, I know.
Which is, as you said, like 40k downloads in the US now. US was pretty much launched from that November 20th as we talked.
80,000 installs per day. Insane.
But the thing is, yeah. But then it's 40k thousand per day downloads but 120k ish revenue so I mean yeah still I mean still growing so it's still growing but it's not really working out that much in us compared to something like Taiwan or South Korea yeah but there's the thing like I'm really just confused why it's not earning more.

Why is there no tier one stuff here? Like Germany, Europe, there's a whole Europe. Yeah, exactly.
Look at the active user base and it paints a bit of a different picture, right? It's not that much. It's just now scaling in the last weeks.
Yeah, it's going to grow. I don't know, for Archerra.
But Capybara is the same thing. Yeah, we were talking about Capybara.
It's still kind of Asia only and the Capybara is going to grow I think in the next couple of weeks again. Yeah, Capybara is the record revenue.
This is just kind of building up for the January. The only thing, I mean, you know how expensive it's now in the US after Black Friday and now Cyber Monday and it's going to go into Christmas.
So in my opinion, they're not even running any ROAS campaigns at this point. That's why the revenue is lower and then the installs are super high.
Christmas is dead. There's no more Christmas.
It's only Black Friday. It's only this weekend.
And tomorrow, there's no Christmas anymore. Christmas, I will agree with everyone, Christmas is dead.
There's no Q5. There's no Q, like, no, it doesn't exist.
It hasn't been around for three years. Yeah's true q5 is just kind of anyway tell your kids christmas is dead let's get back please the thing i wanted to show you this is the important part is like this is how hobby portfolio revenue currently looks like where you see where archero actually launched it was never this big as before no no no it wasn't Yeah, I checked it.
Okay, it was peak. Was it peak during the launch?

And then it just went down. Regarding All countries.
All countries. Regarding Survivor.io, it peaked somewhere around like within these peaks like million something.
All countries again. And then just went downhill from there.
so if you look closely here at these last few days hubby pretty much tripled its revenue with all these games going from their baseline of like 400k 500k a day with all their portfolio to something like one and a half million which still is archero in asian soft launch only and Capybara go slowly rolling out to other countries. The US is there, but all the other countries are not there.
It's a bit not honest as well, because Archer 1 had a lot more ad revenue than Archer 2 does. There's a lot more ad placements in Archer 1 than ad placements in our chair one than our chair two one last thing I'll do I think this is the same I think it's the same thing man this is the thing that I wanted to do here and this is the last thing I'll do regarding my part is that Survivor IO revenue was bigger in China but the US is still like very tied to China to be the biggest source of revenue.
Yeah, just get rid of China, man. It's not relevant in this.
Yeah, so that's there. But Archero-wise, it's 30% US revenue and this is the thing.
My prediction for this is that when Archerero fully launches to all countries it probably will get bigger than capybara go it seems oh yeah yeah for sure that that's that's yeah that's the lesson for me from all this thing and you know why because archero 2 even though it's hardcore it's kind of more hardcore it's way more accessible for people and appealing because it's a Capybara Go on the marketability side is great, but then it's just a text simulator kind of, right? A social casino RPG basically. Yes, but for people it's just tapping.
And this is something you can actually interact with. If you look at this from the beginning, you see that the game on the right just screams more Asian.
Because Capic Barago is an Asian trend. The whole thing is pretty much within this soft anime style.
And the one thing on the left, the archer, I think, screams Supercell. Yes, that's true.
With this low poly, broad, appealing art style. Scandinavian design.
Yeah. Low poly.
Well, low poly is not Scandinavian design it's just like

but low poly is very important

yes, even though low poly

in terms of Archer O2 and the gameplay

it's still

but this is much less

anime than the one on the right

this is like half anime

so we'll see

okay, there we go half anime versus anime we start, I want to show you something. Awesome.
Because we are talking about the Archer, which is basically what? The father of all the hybrid casual stuff. Hybrid casual? Yeah, we are talking about it, yes.
So we partnered up with Iron Source, well, Supersonic, because they have this super hybrid competition, which all of you guys can join. So it's super hybrid competition, which is starting December 2nd until January 30th for, you know, you have a chance to scale your game with publishing support from Supersonic with full team of experts.
So you can actually earn up to 10K monthly revenue while you iterate the game and with $30,000 in bonuses. So it's an interesting thing.
We are going to push this because, you know, guys, we are the hybrid casual kind of promoters as well as we did a lot of hybrid casual stuff on our channel. So please, guys, if you want to join, scan the scan the QR code which is on YouTube or join the competition via the link which is in the show notes and yeah let us know if you if you win or not then we will support so thank you very much guys back to the episode it starts today no? it.
Exactly. That's why it's very much timed on today's episode.
Yeah. So it starts today.
Join the competition, guys. It's a lot of different stuff and interesting thing.
So, okay. Good.
So, Felix. All right.
It's time for my jet lag just returned from Asian I'm blonde part part but um we'll try our best so um the ad placements here right the the issue is that it's not as developed as survivor io or a chair one yet so i think there's going to be definitely changes on the ad side because there's some key placements that i see would do probably extremely well but jacob if can share your emulator uh so there's if you start by going to the store they've basically taken out at least thrown out the baby with the bath water here and just completely redone the template in terms of ads from survivor io which i think is a good one to compare to a guess as well uh so the only ads that you can see in the store is actually for gold so they completely taken them off for the chests so this is already kind of limiting the amount of impressions per dau that you're able to get so in the other stores basically the first thing that anyone who's a min max or does is go to the store every day watch their five to seven rewarded ads and then get going with actually the. But here, all you can do is watch two ads per day to get gold.
So if you scroll down to the bottom for the gold. Oh, good one.
Yeah, and then we'll go to the quick hunt after that. That's fun.
I already watched it. Yeah, exactly.
So there's one or two there a day. And then what you can do also for the quick hunt is basically you can do and speed that with two ads per day so basically that's in total four rewarded ads that you can watch on a 24-hour loop wait wait wait wait not yet there's not all ad placements no i'm not done yet and then then basically during the core gameplay,

there's also the revive, which is probably the most used one.

And basically the issue there is that the core gameplay is 50 levels, right?

You can do one revive.

So the odds of times that you see that,

it's probably not going to be more than two or three times per day

you're actually losing games, especially if you actually know what you're doing because the game is quite hard, right? Then I'm sure right now Jakub's going to tell you there's more add placements after level six. It's not after level six, it's in the events.
It's in the events basically. So they're on their usual schedule that if let's say I play this thing, I challenge the previous which is not auto play no it's not auto play ok that's really painful exactly but it's used a ticket anyway great so you see the other one for the app yes so this applies here this applies also here into this different into this different mode.
And if I understand correctly, if you run out of tickets, it would also apply here. Yeah.
Yeah. So there's some template they have in Capybara, which is like one, two, three, four more.
This one runs just on gems because basically this is a gacha. So no, not one here.
And then I think the fifth one,

or let's say the ones that you have here are in this daily, weekly, and monthly shop.

Each of them have their initial pack for an ad,

which is doubled in the ruined shop, as I said.

Yeah, in here.

It's the same, basically, same special pack.

But we can agree that the one that's probably

getting watched the most is the revival one, because basically you do do get killed a lot because it's not an easy game. Kind of.
It's okay. The big difference between Arcero and Arcero 2 is that the spin wheel that's actually you get in the during and between the levels.
In Arcero you get one free spin wheel and, and then you can roll another one, or you get a chance to roll another one for an ad. That was there, but it's not here anymore.
Yeah. And also, like, probably the placement they're going to test as soon as they launch and get some kind of scale is probably a refresh, when you basically can refresh your skills whenever you get them when you're up a level.
Because it's just, it's in cup heroes it makes quite a lot of sense that if you're not happy with what you're given that you can watch an ad to kind of get a new yeah spin energy one exactly yeah yeah the typical energy one uh i wouldn't be sure about the refresh my guess is that there are the do the spin wheel one that's my guess yeah that they're that give you like more stuff in between the because it's keep in mind that this is not really suitable for all of these uh like the defend one mode or whatever mode yeah that much as you can across in corridors i'll see but basically uh going back to what i said before i don't think we're gonna see the last iteration of the ad placements for a very long time or at least kind of the thing i'll be looking for when that will be done is when they deal with this permanent ad free card because that is the most generous thing i've ever seen that imagine that you can skip all these ads for 10 or 10 euros a month which is extremely cheap right they're going to definitely put that between a 10, one day or a 30 day. And yeah, because they're going to be losing too much money otherwise.
In terms of revenue estimates right now, it's still relatively small active user base from Sensor Tower. It said about 500,000 users currently active per day right now.
So in the regions with a high, basically increase for ECPM, because it has a lot of IPs. Yeah, without China.
Probably estimate currently about five rewarded ads per day on about 65% of the user base, which means that this game is earning about like between the deltas, I would say between 18 25 percent from ads so right now it's only about 40 to 45k a day but not more than that but we'll revisit this once we scale it because the the active user base kind of throws it off because active user base has been growing so it's hard to get a good read so it's just like assume 20 for now and then we'll redo this once the game has scaled and released globally when we have some active user-based numbers i would still i would be way more generous i would say like 40 35 that's actually coming yeah i know but still we'll see what kind of ecpms you have in south korea quite high no Yeah, quite high. But basically.
We'll see. South Korea, what kind of ECPMs do you have in South Korea?

Quite high, no?

Yeah, quite high.

But basically, it's too early, right?

I think it's in that region right now,

but it's not going to be that high

until they get rid of this permanent ad-free card.

It's so generous.

Okay.

Now that you play,

it is definitely much less ad-focus than that Shadow One was.

Yeah.

Yeah, exactly.

It's way more polished.

And what we'll do is when we do review radar, I'll just do this again and just, yeah, give an estimate. Let's see where we end up.
By the way, it's super interesting. You know what? that I'm just looking at the from november 30th on our favorite platform in the ip site and i don't see archero 2 anywhere there no wechat minigame stuff yet yeah not yet so i would i would i would uh if it's you know so strong in China

anyway

I would expect them

to have it

on here

but yeah

was Archer the one

there as well

I don't think so

I don't know

maybe

maybe

you need to have the ISBN

maybe that's the problem

for I don't know

because I can see

Top War here

on number 10

of course

of course you can

anyway

yeah you go

alright

okay

give it to me

give it to me

Thank you. I can see Top War here on number 10.
Of course. Of course you can.
Anyway, yeah, you go. All right.
Okay. Give it to me.
Give it to me. I'm expecting some crazy good creatives.
Oh, yeah. Crazy shit.
Absolute crazy shit. So what's also really interesting is then the Iron Source is here.
Uploading is not here. So I guess mediating with Iron Source.
Yeah, that's what I got i got as well majority of ads that i got were iron source in unity yeah and that leads me to believe that this is probably mediated on iron source i think as all their games now i think we we also had this kind of feeling with capybara at least i had and i think the same usually i get a message when we say the wrong thing from someone at uploving that corrects me. And I never got that with Javi.
So that leads me to believe that's probably our source. But what I also heard in Vietnam is that all these Chinese, they're actually like, they do a lot of interesting work on like pulling in quite a lot of like, yeah, own mediations, pulling in other mediations.
there's quite unclear sometimes which mediator these companies actually use that's at least what i heard from the grapevine in vietnam so yeah maybe it's a bit muddled i think that that might be very very true anyway uh but as you as you see or as you as we saw before and capybara go as well they're very strong on on youtube and then a little bit of Facebook and then this like TikTok Unity and Aerosone is just there very early on but the most interesting stuff is basically on Facebook so let's just check let's just check all of these Altered gameplay Alter and it's going from bottom to the top you know what this reminds me of all the hyper casual game with the snake where you're just kind of going into these blocks I don't know what the game is called but it's all of these and it's almost everywhere in here.

That is very creative.

That is a very good creative, right?

You're not even scratching the box.

No, no, no, no, no. Look, this is it.

Ah, the numbers.

The numbers.

Yeah, the numbers, the blocks.

Block numbers.

Yes.

And this is basically, this is

all everybody's going to copy from

now onwards.

Do you think buckets have good CPI?

Most probably.

Buckets is on the other hand.

Dozens and hundreds of buckets

going against you have good CPI.

Yes, that's for sure.

But it's skeletons and buckets. Skeletons with buckets on their head.
Yes. This is all the crazy.
But you know, you have all the gates kind of. It's a gate modification.
It's gate modification, exactly. Where did we see that? Forex again.
Forex again as well. When I was looking into the Forex kind of research, I found out a lot of crazy stuff from last war beginnings that we didn't even talk about because we didn't know.
It's all of these different kind of altered gameplays. Nothing like the gameplay obviously on Facebook at least.
So this kind of comes back to my assumption. Obviously we have all these different stuff, yes.
Horts of everything. Disco mixer.
Yeah, disco mixer, exactly. Disco mixer, but they, in Archer 1, they already kind of scaled down a lot in terms of the UA and the creatives.
They're only showing the creatives the skills and skill selection, and in here it's kind of survivor IO feel a little bit. It it looks like an old build actually i mean then the voiceover and yeah come on man like this is just this is actually real gameplay it is it is it is yeah yeah i know this because the character stands still to actually shoot yeah this is real gameplay first one that i see with real gameplay with real gameplay.
Yeah, and this is what they use now in Archer 1. So it's gameplay, I mean, on Archer 1 now it's kind of maintenance mode, I would say.
But this is interesting because it's all about just the combination of gameplay plus the voiceover, which is AI, obviously,

and then the skill selection.

The skill selection is really, really important in direct creatives.

So it's also like different kind of multipliers.

But do you see how polished is this?

It's a super celebration.

Yeah, it's insane. That's what I found with the last four first creatives.
And I think even with first creatives on the Archer01, it looked like absolute shit. So when I compare it, and I'm going to show it in some of the next creative trends, one versus the other other it's just like

this is way more polished and honestly

it's great and also this is

different

yeah

this looks like a super

salad

but if you actually watched

the video that you were trying to get

the gems for

this is it

this is it

40 second trailer

I don't know. watched the video that you were trying to get the gems for, this is it.
This is it. It's a 40-second trailer for the whole game.
So it's incredible, honestly. The production value is great.
Yeah, it looks like Clash of Clans cinema. It's exactly, exactly.
That was my first feeling. Like, oh my God, this is exactly like the first Clash of Clans video.
A bunch of different stuff. And you know, you see this? Wow.
3600 pages of creatives. Pages of creatives.
How long is this? Jesus. And this is, it's like a few weeks.
Second week of Asian lunch. Not even global.
That's the thing. Asian launch.
That's the thing. This is what brought me to the assumption and hypothesis that these are just like really trying to scale and find the best performing videos.
Korean hooks. Yeah, and Korean hooks and all of these different things that then they just multiply when the global launch happens in the US and everywhere else.
Oh wow, even Branding Happy. Yeah, Branding Happy.
It's all of this and look at all of these different... I mean, I really like Super Mario stuff.
It's not IP infringement as long as it's on mobile.

No, exactly, yeah.

And if it's going from China or somewhere...

What are you going to call the TikTok police?

It's like nothing...

Man, there's nothing to infringe here.

It's just like a box with a question mark.

Oh, come on, man.

Oh, Jesus Christ.

It's like the slow hockey stick all over again.

How is this not Mario?

It's exactly the same. Come on.
It's very cleverly done. Okay.
I think lawyer will approve it. We'll see a problem there.
Of course, only if it's your lawyer. Never use that lawyer.
I'm not going to use that lawyer. Yeah.
But in here, which then it's all, again, skill selection, the skill tree, everything. This is what you're talking about.
This is exactly, and it's an ad. So it's an ad in Asia.
Wow, that's very nice. Yeah, so if you want to see.
So hardcore ads, basically. Exactly, that's what I want to say.
This is just identifying the hardcore kind of users. And I also really like their EDM music in all of their creatives.
It's just insane. It's insane.
So then... Tower Defense.

Tower Defense, yeah.

It's just...

What the fuck is this?

Like, this completely different game.

Not even fake.

That's what I'm trying to...

That's what I'm trying to tell you.

Like, this is Archero gameplay.

Even if you remember,

Archero was using altered gameplay all along

because it was really expensive.

It was really expensive.

So now they're trying to find the different altered gameplay all along because it was really expensive. It was really expensive.
So now they're trying to find the different altered gameplays that actually produces really low CPI so they can use them in the US and then scale. I'm not sure how transferable it's going to be in going from South Korea and Asia to US that much, but still, I think there should be something.
And that's, I mean, they've done this already a million times.

Replicating, you know, like evolution.

They just make like a couple hundred creatives and then just iterate until they get the good ones.

Yeah.

You know, if you feel, if you're bored in a subway.

You're bored without Wi-Fi.

Yeah, without Wi-Fi.

You know, no Wi-Fi. Yeah, without Wi-Fi.

No Wi-Fi game hook.

Korean comments.

Yes, Korean comments.

It's a lot of different creatives. I'm not going to go for all of this.

I think the creative team assignment

is do all the creative concepts.

What do you mean?

All of them, yes. Exactly.
I with the impressions. Exactly.
This is just the 4X kind of creative approach. Just bomb it with everything.
Every concept you can think of. You see, there's no buckets on those heads.
It's just normal helmets. There you go.
Oh my god, this should be the hook. Every single video that you show is a different concept.
Exactly. It's a different concept, exactly.
And this is also super hardcore, you know, you see. Yeah.
So, I mean, if you see you have 326 pages you know how how many different concepts yeah to not even talk about like if you if you remember what we discussed with all in hall which was which was also almost in global launch it was like two pages pages or 15 eight eight pages or something it was just a joke yeah this is 300 so and this is facebook only this is just time i showed you facebook only i mean it's not going to be that different for for the others but still like youtube it's more like all of this oh fuck oh my god oh my oh my god, oh my god. Yeah, this is the disco

ball kind of

explanation of different things

like how different things work. It's just

that's too much for me. Hardcore stuff basically.

Hardcore stuff. Mechanics which works

on hardcore Korean users. Exactly.

Exactly.

It's interesting. I mean, we have all these different

things obviously.

Oh, this is what I want to show you look zelda from wish yeah zelda from wish absolutely zelda from wish and just there you go zelda from tamu oh zelda from tamu it's um zelda from unity store asset pack yeah yeah for yeah, for sure. That's exactly what it is.

Yes, that's exactly what it is.

I wanted to show you...

Any other outrageous hooks or something?

No, no, nothing like too crazy.

What I'm kind of really missing is...

Oh, here you go.

2019 Archero. Now, you know, a combination of 2024, I guess.
really missing is... Oh, here you go.

2019 Archero.

Now, you know,

a combination of 2024, I guess.

I'm really missing the playable piece.

Even though you have Unity AirSource.

Yeah, there are no playables.

No playables.

Zero, for now. How much budget do you throw into playables

if you wear them? Oh, yeah, there is one.? oh yeah there is one I didn't see it yet there's one at least drag the joystick I'm playing I just followed the creative that was my issue I should have mapped it but I followed the creative that's what i wanted to say i'm playing felix now it was really hard yeah meanwhile i'm just like a noob all right matthias you show it shows one more creative and then i i need to sleep because i think that's it yeah that's it that's it uh so that's it uh i already showed you everything I wanted to sleep because it's getting tough. No, I think that's it.
Yeah, that's it. That's it.
So that's it.

I already showed you everything I wanted to.

So it's not a lot of playables yet, and it should be.

It absolutely should be a full playable.

Because it's big on YouTube.

It's going to be big on Facebook with all the altered gameplay.

But you need to be big on Apple, I mean Unity, Iron Source, or whatever SDK networks you want. Minty Girl as well.
It all needs playables. But for me, it's 9 out of 10.
Anyway, it's just going to be again, in a creative changing game. Honestly, all the approaches are going to change and everybody is going to copy Archer too.
As I said, I'm going to stand on this one. This is going to probably get bigger than Capybargo.
9 out of 10 for me because I want more damn automation. It's just like...
Too needy with maintenance and turns into a giant chore later down the line. It's grind, yeah.
Yeah, it's grind as hell. But I guess that's what works for Asia.
For me, 4 or 5 out of 10. It's just not polished or worked on really yet.
They probably will. But the permanent ad card ruins everything.
It's probably going to be taken out. But it's just a lot more stuff you can do here.
Specifically also on segmentation. But they'll probably get there looking at what they've done with Survivor.io and how they changed that we'll do it on review radar and then we'll re-rate it but yeah I can't give it higher than a 4 or a 5 nice thank you very much for listening guys please subscribe comment under the video join the

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Bye-bye. Thank you.