Monopoly Bingo Review: The most underrated genre in mobile gaming

Speaker 1 Hasbro's market cap is 10 billion, right? So, what's their revenue? Let me see.

Speaker 1 They also have DND, man. It's it's not that like easy.

Speaker 2 Yeah, that's true.

Speaker 1 Baldur's gate did like 800 million, so keep it

Speaker 1 in mind.

Speaker 3 It's 4 a.m. and we're rolling the dice.
Matei drops knowledge made of gold and ice. Felix with ads making those coins rise.
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Speaker 3 We're the two and a half gamers, the midnight crew. Talking UA adverts and game design, too.
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Speaker 1 But K UA, master, eyes on the prize. Tracking data through the cyberspace skies.
Felix stats towers like a wizard in disguise. Jackupscraft to realms lift us to the highs.

Speaker 1 Two and a half gamers talking smack. Slow hockey sick, got your back.
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Uh-huh.

Speaker 1 Uh-huh.

Speaker 1 Uh-huh.

Speaker 1 Uh-huh.

Speaker 1 Uh-huh.

Speaker 1 Rest.

Speaker 1 I think it's fine.

Speaker 2 Don't worry. It's gonna be okay.

Speaker 2 I do not like this escape that much, but who am I to judge? Even though this should be in my grandpa wheelhouse, I guess.

Speaker 1 The most grandpa wheelhouses are. I know, right, I know, right?

Speaker 2 Welcome, yeah, by the way, welcome, everybody. I didn't see you there.
So, today we are going to talk about Bonopoly Bingo. Such a great game.

Speaker 2 Not for everybody on this podcast, for sure. Anyway, my name is Matteja Antaric.

Speaker 1 I'm Felix Broberg.

Speaker 2 And

Speaker 2 we are your hosts.

Speaker 1 We won't do this again. Yeah, no, no, we can't do that once.

Speaker 1 Let's just admit the feature.

Speaker 2 No, I think it was fine. It was just a lot of fun.

Speaker 1 Anyway,

Speaker 2 so what should we do? Do we want to go for the actual game first, which is super short gameplay?

Speaker 1 It's not super short. It's quite interesting once you get to it.

Speaker 2 Once you get to I mean, wasn't that you who actually thought like

Speaker 2 is that bingo a thing? Like, where's the game? I don't get it.

Speaker 1 Meta game is the game. That is the thing.
Yeah. Anyway, let's go.
Yeah, yeah, yeah. I mean, oh, sorry.

Speaker 1 What are you talking about? Okay.

Speaker 1 Okay.

Speaker 1 So, uh,

Speaker 1 Monopoly Bingo. So there's this game that pop out and yeah, why not? Like, why not? What an excitement.

Speaker 1 Yeah, what an excitement. So why not? Why not not cover bingo game?

Speaker 1 So I think this is the first time I actually played a bingo game. I never played.
Why never played? Bingo when you were little?

Speaker 1 No, I mean like mobile bingo game. Oh.

Speaker 2 I actually was working on a real money gaming bingo before like some time ago.

Speaker 1 That's how I know.

Speaker 1 Am I the only one who's been to an actual bingo hall? To play bingo.

Speaker 1 Oh, wow.

Speaker 2 This was a thing when it's 4 or 5 a.m. in Bislav and everybody's drunk and there's a bingo place.
So you go there and you kind of compete with the old people.

Speaker 1 Exactly why I played bingo in Scotland because basically when you're a student, it's the cheapest place to drink and it's open at weird hours.

Speaker 2 Yeah, exactly. Exactly.

Speaker 2 Yakup you don't drink, so you don't know.

Speaker 1 Easy. Of course.

Speaker 1 Of course, of course.

Speaker 2 Okay.

Speaker 2 Cheers to that then.

Speaker 1 Yeah.

Speaker 1 By the way, one cool thing I noticed when I I started playing this, did the first city or the street that you were seeing, was it localized to the town you were in?

Speaker 1 Because I was playing in Lisbon and it was localized to Lisbon streets for the first streets.

Speaker 1 Really?

Speaker 2 I didn't even notice. Let's see.

Speaker 1 It's probably because you're in America, right? But maybe Yakov saw some Beast Love. Like, did you see some Beast Lav? No, I think

Speaker 2 Atlantic Slav.

Speaker 1 No, no, but it's before Atlantic. It's before Atlantic City.
It's like right before then. It's just like for the first time user experience.

Speaker 1 Okay.

Speaker 1 So maybe the onboarding is actually Shiado, Lisbon. Okay.

Speaker 1 No way. Okay.

Speaker 1 Okay.

Speaker 1 Yeah. So let's talk about first the core and then we'll talk about the meta.
Actually, let's do two cards because you can actually do four bingo cards at once, which I was doing.

Speaker 1 And it's kind of crazy to be honest.

Speaker 2 It's crazy because that's also like all the creatives like clicking like this.

Speaker 1 Yeah. Anyway, so we have this, just to start up, we have this like golf clash style progression, which is like

Speaker 1 the more like arena you push, whatever, the more soft currents you need to wedge in in order to get the starting line and then kind of goes up and up and up. So that's there.

Speaker 1 Let's start with the two cards bingo instead of four cards. I can show you later.
Yeah. So the gameplay is

Speaker 1 so the gameplay is basically basically you looking at those two bingo cards would have thought

Speaker 1 and then the announcer says the numbers and you need to click on those

Speaker 1 and i didn't really get yeah and i didn't really get the idea that uh what happens if you if you miss that or you don't get that because there's like it will kind of flush anyway with this blue like this color anyway so yeah i don't know if just like you too slow or whatever here you see how many bingos are there yet to be done or as i understood like with other players, which I guess are all bots or stuff like that.

Speaker 1 And then there are these boosters that you charge up, that you click here on the top right. Those are kind of quite important.

Speaker 1 And then, as you see, the board kind of gets more and more polluted by these event-type kind of positions, basically, like the chest, the elixir here, or the whatever buttons.

Speaker 2 That's the drink that we talked about, Felix. That's a drink.

Speaker 1 Is it? Yeah, yeah.

Speaker 2 It's a drink you get at 5 a.m. because you play

Speaker 1 the big.

Speaker 1 So those are like more metagame progression layers. You unlock more of these different types of things are put into the board.
It makes it interesting, actually. And then

Speaker 1 you need to fight five in a row and then call bingo basically until like all these other things get called out first. And what happens if

Speaker 1 I

Speaker 1 know the bingo for five seconds and it loads the board.

Speaker 1 Yeah.

Speaker 1 And then again, we are getting what? Not our number.

Speaker 1 And this is basically it. Like, that's the core.
Yeah.

Speaker 2 Thank you very much for listening.

Speaker 1 See you next time. I mean, we're not a target audience here, but this is one of the most competitive game.

Speaker 1 No, I'm not.

Speaker 2 Yeah, I mean, it's my target demographic and like the grandpa style of game, but I don't really like this much, much.

Speaker 1 Yeah. Just like, I don't see

Speaker 1 for hardcore add more bingo kind of sticks there if you cannot blast

Speaker 1 which i didn't because like it's completely overpriced and then you get the like end of the end of the rounds of currency or whatever so slowly it unlocks literally a monopoly go board

Speaker 1 which you get later which you then like are all like monopoly go like and old people love those dogs yeah of course yeah yeah so you get these things and kind of it simulates monopoly like the actual one, like controls and everything looks like monopoly go, but this is the actual monopoly board.

Speaker 1 So kind of you play it and then you get ranking and guess what you get? Collectible album cards because why not? It fits everything, like any casual game on the planet.

Speaker 1 You did call this like everyone should just do it because it works so well. Of course, it's just like casual games, like it just works so well.
Like why would we not do that?

Speaker 1 I admit core is doing it all.

Speaker 2 I mean, Mitcore is buying.

Speaker 1 Yeah, it's just like so good of a mechanic. So why why not so yeah this this is like one of those layers that's there like we can play this if we want even more

Speaker 1 so that's there uh gives you boosters gives you like additional soft currencies and so forth so this is like one additional metal layer uh the second one would be this kind of a tournament which is like literally an event that goes for again typical live op stuff nothing really to it except the point and this is the interesting part so you collect these potions or whatever and you can double them for an ad at the end of the game which is which comes super late which comes super late i don't i don't think it's it's even big that much i guess like day three day three to unlock the ads then we have offers as usual

Speaker 1 and then we have uh two more mechanics which i didn't unlock yet

Speaker 1 and then uh i think because you can't you couldn't force yourself to play the bingo too long i played a lot of games by the way way, to get level 50.

Speaker 2 I know, yeah, I mean, to do all the actual games.

Speaker 1 Let's go four cards and we'll get unlock at least this one. Just to kind of show you like the craziness of this, because with four cards, again, it's increasing.

Speaker 2 Yeah, like playing 10 tables during poker or on the poker.

Speaker 1 Literally like that.

Speaker 1 You're just clicking a non-stop because like E20 here. Okay, so is it here or here? Okay, it's here.

Speaker 1 And then you need to check the other two boards, which are on a different screen, because you need to click there. So it's pretty much like a non-stop clicking and this frenzy thing, basically.

Speaker 1 It's a bit better, right? Because playing on one board is boring. Yeah, afterwards, yeah, definitely.
Like, I can, I can watch for that.

Speaker 1 This is just much more interesting because it just gets so fast that you can't even keep up checking all these things. Is there anything basically?

Speaker 2 It was in the corner.

Speaker 1 Go back. Where?

Speaker 2 72? Corner, right? There you go.

Speaker 1 21, and so on and so forth. So this one is definitely much more enjoyable, but it's like it gets like super, super fast, pretty much.

Speaker 1 So let's see there was also this kind of a pizza level where it has this mechanic where you need to like take out the the slots for the monopoly guy to eat a pizza no no no no no bonus question what's his name penny bags there we go

Speaker 1 there we go milton

Speaker 1 exactly so again and it also highlights you here like if i get 22 i get the bingo here so i can like call the card or whatever stuff like that so can it get more and more the boosters are now even more tactical because you can initially choose it which wards you want to show them or throw them.

Speaker 1 So that's definitely kind of creates a little bit more control over what's happening here. It's not just like random clicking.

Speaker 1 There we go. So again, it takes a lot of

Speaker 1 time to kind of do this. And you still don't get these bingos.
Like, it's just like...

Speaker 1 just from time to time i think the most i got was three during one one play and that was like a kind of, I would say,

Speaker 1 pretty rare occasion. Yeah, so still not the bingo anywhere.

Speaker 1 Not here, not here, here.

Speaker 1 At least we got that power-up booster, and that's it. Yeah,

Speaker 1 so

Speaker 1 we can still shot the gems if we want, but oh, we can at least to show it.

Speaker 1 There we go.

Speaker 1 Okay, again, we're collecting cards to kind of progress into

Speaker 1 the layer. See, this is the

Speaker 1 event currency we can get for an ad, which we want, because it's still taking shit on.

Speaker 1 Not this time.

Speaker 1 Come on.

Speaker 1 There will be more ads today. We didn't level up.

Speaker 1 Some

Speaker 1 stuff there. And then DailyQuest, the album.
Yeah, the typical album, like with the usual thing. I don't know if we can trade.

Speaker 1 I guess we can trade because I don't know if I have like a double of the same card.

Speaker 1 Yeah, probably. Alright, do I? Ah, yes, send us gift.
Okay, so we can trade. So they have the trading functionality, which is friends first, right? Yeah, most important one.
Yeah. Yeah.

Speaker 1 So, yeah, pretty much.

Speaker 1 Nothing really to it. I guess we can go to the numbers.
Because, like, it's done pretty well. Even the menu and everything, like, this game was released in like February this year.

Speaker 1 Seems a little bit old to me. Like,

Speaker 1 I would be fixed.

Speaker 1 Yeah. Like, the style or the art style, or like what? I mean,

Speaker 1 yeah, like this whole thing.

Speaker 1 I'll agree with you.

Speaker 1 Really? Looks like a flash game a little bit to me.

Speaker 2 Sure.

Speaker 2 Okay, do you know like what we just said on the beginning of the podcast, the demographics?

Speaker 1 I mean, what are you looking for? What do you want? Okay. Yeah.

Speaker 1 But

Speaker 1 I looked at the sensor tower in this genre, right? And it makes about 400 million in total, all the largest games in the bingo genre. I mean, it's a big, right?

Speaker 2 Yeah, it's a big genre. Yes, I agree.

Speaker 1 I agree. Exactly.
Yeah, so if you look at the game itself, as I said, Soft Launch January 2025, now scaled all the way to something like 60-70K a day. IP

Speaker 1 downloads wise.

Speaker 1 Yeah, they're hitting all-time high with like 20k.

Speaker 1 Active users, Freelix's favorite is again all-time high, something like K, which is pretty US-centric,

Speaker 1 60%.

Speaker 1 Yes, nothing related to it.

Speaker 2 And I actually go to go to the demographics and

Speaker 1 if

Speaker 2 it's actually what we are talking about.

Speaker 2 Just to confirm.

Speaker 1 But not that old, actually. Exactly.
It's probably way older. 35 to 44 being the main.
Yes, I think quite interesting.

Speaker 1 Quite interesting. I would say it's 40, it would be 5 plus more yeah yeah

Speaker 1 that's quite interesting okay definitely skews older but like i guess like this would be the biggest

Speaker 1 45 54.

Speaker 2 okay i mean this can't be this can't be just like

Speaker 2 broad targeting uh targeting everybody and then now when they're kind of starting to scale more it's gonna go or skew towards the

Speaker 1 right that can't be right that's not yes that's that's some way yeah Anyway, I'm gonna skip to the older. One last thing I want to add:

Speaker 1 these are the other Monopoly games, except Monopoly, of course, because it would like completely distort the chart. Yeah.

Speaker 1 Don't want to put it here just to see like how the IP is faring with some other games, which have

Speaker 1 Slots Casino,

Speaker 1 the board game, Poker Texas, Holdom, Bingo, the one we're covering and solitaired card games. Actually, the Bingo is the best one.

Speaker 1 Understand correctly.

Speaker 2 which

Speaker 2 is surprisingly bad.

Speaker 1 Yeah, like this is if I understand correctly, this is the second best Monopoly mobile game on the

Speaker 1 stores.

Speaker 1 Do you think this is why Hasbro's stock price is up 20% this year?

Speaker 1 Because honestly, the biggest winner for this is Hasbro, right? Because they're getting royalty payments no matter what, right? And everyone's pricing.

Speaker 2 But like, for this, in comparison to Monopoly Go, like, this is nothing.

Speaker 1 Like, this whole chart is peanuts compared to Monopoly Go.

Speaker 1 Exactly.

Speaker 2 The whole chart is just like two days in Monopoly Go.

Speaker 1 I don't know.

Speaker 2 Or not two days, but not two days, but still.

Speaker 1 Hasbro's market cap is 10 billion, right? So, what's their revenue? Let me see.

Speaker 1 They also have DND, man. It's not that like,

Speaker 2 yeah, that's true.

Speaker 1 Baldur's Gate did like 800 million. So

Speaker 1 keep all of that in mind.

Speaker 2 If you look at this, it's not.

Speaker 1 This is just.

Speaker 1 I think there's also the real world monopoly game in Soft Lunch currently.

Speaker 2 That our friend Marius was talking about.

Speaker 1 Yeah,

Speaker 1 that one. The Polish studio behind it.
But yeah, we'll check that on. If it goes up, like how it's going.

Speaker 1 If you go back to the Monopoly bingo on Sensor Tower and just click into it and go in the genre, you'll see why this game is kind of impressive, right? Because

Speaker 1 by downloads, this game is absolutely dominating the highly lucrative bingo genre, right?

Speaker 1 And if you go by revenue, you'll see it's not making as much yet, but by downloads, which is usually trading and trailing, right? Probably we'll be able to catch up to Playtica, which has been

Speaker 1 14 million a month with bingo. Come on, man.

Speaker 2 Also, you know who Vertex Games is? Or Vertex Games are?

Speaker 2 Matching story, Chinese people.

Speaker 1 I didn't know that actually.

Speaker 2 So it's like

Speaker 2 you are against Playtica, which is a monster, and then another monster coming from China. Good luck.
I mean, not impossible, but isn't that like one of their biggest games?

Speaker 1 Playtica. No.
Bingo one. No, this is way too small to be one of their biggest games.
They have mache spending in Disney Solitaire. It's not only.

Speaker 1 Let me check. Not anymore.
Because a toy story?

Speaker 1 Yes.

Speaker 1 So it's definitely big, but like I would guess, this is also pretty big. Okay, so we'll just say here.

Speaker 2 Yeah, bingo blizzard. It's the biggest one.
Bingo Blizz is the biggest game. Oh, there you go.
John's Journey and then I'd be told.

Speaker 2 Nice. Okay.

Speaker 1 That's a surprise. I thought it was Slotomania.
Surely it's Slotomania.

Speaker 2 I would say it's a different game, but recently.

Speaker 1 Yep.

Speaker 1 Nice.

Speaker 1 I did not expect that. Where's Disney Solitaire? Oh, it's not here.
Something doesn't smell right here.

Speaker 1 I don't know. Like, is Disney Solitaire here? It's here.

Speaker 1 It's there. How much is it doing? Like this.

Speaker 1 You have too long of a time frame. It's all time.
So if you go last 30 days.

Speaker 1 Last year. Even

Speaker 1 last year. Wow.
So yeah, so if it's not that big yet?

Speaker 2 Not that big yet.

Speaker 1 How much? I guess yeah, they're definitely not doing 20 or 15 mil a month.

Speaker 2 No, they're not doing 15 mil a month.

Speaker 1 Yeah.

Speaker 2 Not yet.

Speaker 1 They're doing... They did 15 mil a month

Speaker 2 in August, yeah, but now September.

Speaker 1 Okay, now 14.

Speaker 1 Okay.

Speaker 1 Okay.

Speaker 1 So it's still a little bit bigger, let's just say. But it's the biggest.

Speaker 1 Interesting.

Speaker 1 Yeah, add on for Monopoly Bingo, add another 10% on ad revenue, but so small because it's 90%. Exactly.

Speaker 1 It's like

Speaker 1 you watch a few ads, that's it.

Speaker 1 Yeah.

Speaker 1 If you get to it, even.

Speaker 2 But again, let's pause here. Bingo Voyage and Bingo Frenzy,

Speaker 2 two games from the same company.

Speaker 1 Chinese company. Yeah, yeah.
They're doing a microphone strategy, huh? Microphone strategy.

Speaker 2 Yeah, yeah, yeah, yeah, yeah, exactly.

Speaker 1 But also another triple dot studio bingo. The price is right, bingo.

Speaker 2 Yeah, half a mil.

Speaker 1 Which isn't really growing.

Speaker 1 Yeah, I mean.

Speaker 1 You know what I'm the most happy about seeing this? Knowing that I don't have to play any of these bingo games. Exactly.
And you see this, by the way, Mate. You see this? Yeah.
Century games.

Speaker 1 Yeah, they have one as well. I mean,

Speaker 1 look, it's just looks. All categories

Speaker 1 like, that's a nice category. Yeah, yeah, yeah, yeah.

Speaker 2 I mean, all the categories, starting from farming games and whatever else. That's interesting.

Speaker 2 I would say it's what?

Speaker 1 Old?

Speaker 1 This is old. Yeah.

Speaker 2 All these like different non-Forex games are pre-white out survival. Yeah.

Speaker 1 And they were doing quite well.

Speaker 2 And they were doing quite well at that time, but just not as well as with White Out and Kingshot.

Speaker 1 So but still.

Speaker 2 So I was looking I was looking into their portfolio when we discussed Frozen City and then White Out briefly, briefly, which was a long time ago. So

Speaker 2 they have a shit ton of games. Yeah.
I mean, this is a nice category, but would you want to run like a game in this category in terms of the design?

Speaker 2 Well, I guess there's not that much design, I guess.

Speaker 1 There's some people that are met as a design, man. Like, don't underestimate it.
Like, you still need to do proper meta.

Speaker 2 That's true.

Speaker 1 And it's kind of very hard to take on, actually, the meta stuff because it's just.

Speaker 2 Also, the CPIs are absolutely terrible.

Speaker 1 Yeah,

Speaker 1 I could get that.

Speaker 1 What are the the CPIs in this genre? You said a curiosity?

Speaker 2 It's not match-free, but still, it's...

Speaker 1 Man, it's under Social Casino umbrella, basically.

Speaker 2 Yeah, it's not really like $10, $15, but like $30, $40 depends. And the real money gaming shit was like $50, $60 even.

Speaker 2 It was iOS, US only. So, I mean, and only like a couple of states anyway.

Speaker 1 Yeah. So

Speaker 1 the conversion point in the game is conversion point. Yeah.
Like, why would you pay

Speaker 1 the thing? Yeah, I don't get it. Why would you pay? The one at the end, you've seen it now.
The one with a just play like the cannon to shoot more can

Speaker 1 yeah, like I mean, sure, I mean, yeah, but you don't get the bingo otherwise.

Speaker 1 You know, the problem is that you don't see this because currently in these like early arenas, there's like, okay, so what? But if we move forward, there's much more soft currency on the line.

Speaker 1 And like, if I lose it, I lose everything, and therefore I need to buy more soft currency to even start.

Speaker 2 Yeah, yeah, yeah. I mean,

Speaker 2 sure. It's just, yeah, for me, this is.

Speaker 1 It's golf clash style economy. Yeah.
Like, the star of your soft currency. Not now.
This is the early game. We're not seeing it.
And again, there are more features that we are even talking about.

Speaker 1 I guess I can play this during Mate's UA part and get the feature later. But again, this will, like, you see, this will start you out of soft currency and then pushes you over.
Yeah, for sure.

Speaker 2 That's for sure. I mean, don't get too excited for the UA part.

Speaker 1 I'm assuming it's going to be a lot of AI creatives, fake AI. Sure, yeah, yeah, yeah.

Speaker 1 Do you want to say anything else about the ads, Felix? There's the one here, one here.

Speaker 1 It's just so anemic, right? Like, the only way I realize they have ads is because basically they have

Speaker 1 support chat, like

Speaker 1 a button for the support. And then I ask Yako, and he's like, Yeah, I see ads.

Speaker 2 Yeah, yeah, exactly.

Speaker 1 But like, this game is not designed for ads, right? Maybe the only one I would add here would probably be for the offers. What's it called? They have the special offer called.
I wrote it down here.

Speaker 1 Don't

Speaker 1 yeah, the mogul pass, just basically make that

Speaker 1 chain one here, the endless bargains to include ads here, right? So it's

Speaker 1 professional, free, free. What would you gain?

Speaker 1 Literally one impression.

Speaker 2 What exactly? One impression, like how much money would you add on top of this? Like

Speaker 1 it bills together, right? So like I handicapped this for the 10%, probably at four rewarded ads per 45 ad viewer, right? So let me just add a fifth one and see what that does, right? So

Speaker 1 that takes it from

Speaker 1 10% to that's another three percent boost, right? From one thing, right? So yeah.

Speaker 1 It's not big with small numbers.

Speaker 2 Exactly. You would need to to have this in way bigger scale.

Speaker 1 This game would never work as an ad thing, right? It's just also evolving.

Speaker 1 90,000 hours.

Speaker 1 That's making this much money already. It's just not.

Speaker 1 yeah, I'll be the first to put my hand up here and say, It's like ads don't matter in this game.

Speaker 2 Yeah, I would, I was kind of thinking about if this would work as an ad mon-only game, for example. Do you think this could scale and has like 100% ads?

Speaker 1 The audio,

Speaker 1 I don't think there's enough user base in the world that wants to play bingo for this.

Speaker 1 It's like very niche-specific, and these people are you know, they have money solitaire and

Speaker 1 triple dots

Speaker 1 casual.

Speaker 1 Okay, look, everybody plays solitaire. So, behind the driving force of this 400 million a year, right? It's one million DAO.
Like, okay, yeah, that's not enough. Like, I'm just trying to all of them.

Speaker 1 Yeah, yeah, trying to get a lot of money. That's a good point of discussion, but it's crazy.
One million people are driving 400 million in spend, right? So that's probably 3% of those.

Speaker 1 So, 3,000 users. That's driving this crazy spend in bingo.

Speaker 2 Yeah, because what I'm trying to say, and we didn't even talk about it, this is under triple.portfolio and it's clipwire games.

Speaker 2 So I'm, you know, I was playing with an idea of if this could be a classic triple dot game with add one only and nothing else, and how would that look like? That's it.

Speaker 1 Yeah,

Speaker 1 that's a very good question. I just don't think the DAO or the TAM is big enough to address that.

Speaker 1 Yeah, exactly. Okay, fair.

Speaker 1 Okay, fair enough.

Speaker 2 Because

Speaker 2 because why I was asking this was also like if we would kind of discount the CPIs with the admon users,

Speaker 2 maybe,

Speaker 2 maybe. And this is not an ambush ad, I'm just like really thinking, thinking, thinking about it.

Speaker 1 Are you sure PVX partners didn't send you to help out with some things? They wouldn't help here? They would be a web store. I don't know.

Speaker 2 I mean, if we are talking about it and bringing this up, maybe,

Speaker 2 maybe the PVX partners should be a go would be a good partner for scaling the marketing.

Speaker 1 Or

Speaker 2 if you want to get the ROS benchmarks,

Speaker 2 you can also go and check out PVX Lambda, which is definitely a game changer.

Speaker 2 And you plug it in your MMP, and within an hour, you get the ROAS benchmarks, retention insights, and a forecast of whether you're ready for funding. You can get real answers quite quickly.

Speaker 2 It's 100% free. So head to pvxpartners.com slash lambda

Speaker 2 and get your strategy on point.

Speaker 1 No, I was telling me I can get the funding without giving up ownership of my company as well. Exactly.

Speaker 2 Yes, that's true. That's really okay.
That's P, yes, that's PBX Partners.

Speaker 1 Who would have thought?

Speaker 1 Yes.

Speaker 2 I mean, a lot of people actually still don't get it. Anyway,

Speaker 2 so I wasn't really going for this, but thank you very much for

Speaker 2 the plug and also thank you very much, PBX Partners, for sponsoring this episode as well. As okay, we can go to the UA part.
And guess what? It's not really that complicated. Nice.

Speaker 1 Is it only Facebook? Because that's where the demographic hangs out?

Speaker 2 It's Facebook, yeah. So it's basically Facebook and now why and I think like why they're scaling because

Speaker 2 I mean yeah could be show the data a little bit but not like let's say the month by month comparison like I can do that because now they are definitely scaling uh way more than it was in let's say September and I would say because the the chair they added up Lavin so now it's fifty of the overall spend is going to impressions going to Facebook and Instagram a little bit.

Speaker 2 But then Uplavin is already on the second place, which was here as well. But it was like in September, main, like 80% Facebook.
Guess what? Like, that's exactly where the demographic is. But before,

Speaker 2 after the release, it was lower spend, but it was kind of Facebook and Uplavin still. But then up then, it was on the roller coaster.
Instagram took over and whatever else. But yes, it's mainly

Speaker 2 Facebook, a little bit of TikTok, not that much anymore, but uploading there as well.

Speaker 2 So, yeah, I don't think it's, I mean, it could work on Google as well. So, I guess they're gonna add that as well anytime soon.
And the creatives.

Speaker 2 So,

Speaker 2 I mean, what would you

Speaker 2 what would you expect from a monopoly

Speaker 1 game?

Speaker 2 Hello, the live action, action. Switches.

Speaker 1 Yeah.

Speaker 2 Like every single free-to-play game.

Speaker 1 Maybe these guys work for that EU government agency. Oh, yeah.

Speaker 2 I can't even watch the intelligence. This isn't AI, is it?

Speaker 1 There's other AI.

Speaker 1 I guarantee it's people that work there.

Speaker 1 I mean,

Speaker 2 guess what? It's

Speaker 1 pretty okayish. Yeah, that's good.
They had this in the game. They had this mechanic of like him, you need to make a way for him with pizza actually

Speaker 1 I'm sure Hasbro also has some limitations on what you can do in terms of ads right I wouldn't say some I would say a lot

Speaker 1 is a playable they have like 16 playables on a plug-in which is great but this is pretty clear do you think Hasbro would be okay with having Milton shot out of a cannon flying over a shark and then doing an endless runner like and being saved before being drowned before being drowned

Speaker 1 Maybe.

Speaker 1 I guess maybe.

Speaker 2 I mean, I don't think they're.

Speaker 2 I mean, nobody ever tried that.

Speaker 1 Maybe they're pushing for that, but nobody ever tried that, did they? No, no, no, no, no, of course.

Speaker 1 Okay. I don't know.
Oh, bingo. That's it.

Speaker 2 So it's basically gameplay, right? So

Speaker 2 we can

Speaker 1 come on.

Speaker 2 Oh, I already clicked. Okay, fine.

Speaker 2 But we have a lot of UGC stuff, which I mean, it's quite obvious.

Speaker 2 It is quite nice because there's like also the headlines and they're like different cuts in terms of the old lady.

Speaker 2 It kind of makes sense. Demographic as well.
And the gameplay. And we have more.
And I think this makes a lot of sense, honestly. Because again, like this is the game

Speaker 2 is like

Speaker 1 this.

Speaker 2 So what can you do? What can you do? So you just put a lot of different people for real games. games.

Speaker 2 Yeah, yeah, yeah, yeah, yeah, exactly.

Speaker 2 So 3D interviews as well, bingo, monopoly. Oh, you can do monopoly bingo.

Speaker 1 Why does it work so well?

Speaker 1 Why does it work so well?

Speaker 1 Yeah.

Speaker 2 It catches the attention. Like, you have all this, like, it's super, super easy to create.
And that's it. I mean, it's all you need is attention grabbing as well.

Speaker 2 Like, come on, like, people talking, like, this looks like really native. Actually, it doesn't look like an ad.

Speaker 2 So, I mean, super like low-cost production,

Speaker 2 seriously.

Speaker 2 So, it's like everybody using it, it's almost like the album that Jakub mentioned. All the casual games and even mid-core games and Forex games are using the street interview formats.

Speaker 2 Then, we have again like another idea. We already seen this.

Speaker 1 Did you see any ads advertising web shops?

Speaker 2 Well, I didn't see exactly ads advertising web shop, but I need to call our dear sponsors FastSpring because they also run a lot of web shops out there with at least like I would say majority of the mobile publishers for over 20 years.

Speaker 2 And, you know, guys, if you're launching a web store, let us know. We can connect you with Fastspring or go to fastspring.gg.

Speaker 2 to start a new web store or replace your current D2C setup. Or you can add also a backup plan.
FastSpring is here for you. So go to fastspring.gg and get the web store up and running.

Speaker 2 Also, what is really interesting here is like this format, which is basically a TikTok comment. So it actually works quite well.
You can see like a few different

Speaker 2 kinds of concepts.

Speaker 2 Not even the UGC parts, but like different

Speaker 2 parts of different concepts. So there's a TikTok comment, there's the old lady, kind of like the UGC,

Speaker 2 and then the gameplay in the back. So, I mean overall it looks like an an easy video but it has like a little bit of more components from from other concepts in it so

Speaker 2 but again what else would you kind of add here just people kind of doing the best with what they can right i know yeah i mean no like you you said it's it's one million people but you can iterate with people here then we have the again like a street interview fine you can iterate on top of all of this

Speaker 2 and then you have the gameplay videos and everything So yeah, that's pretty much it. That's what I said.
Like, it's not that many things you can do.

Speaker 2 That's us 5 a.m. in the bingo hall.

Speaker 1 Yeah. That's it.

Speaker 1 This could be a great AI ad. There you go.

Speaker 2 There's your pizza level.

Speaker 1 Yeah, that's the one.

Speaker 1 That's your pizza level.

Speaker 2 I mean, yeah, we can go. Yeah, these are.

Speaker 1 They've done a lot of creative testing, though, that's for sure.

Speaker 2 Yeah, yeah, that's like the creative depth is definitely there. You have the POV setup here, which is again like another kind of almost the concept with the UGC.

Speaker 2 Then you have the screen interviews, then these cringy people

Speaker 2 movies, and then the gameplay ads and also the four, also some kind of 3D videos as well with

Speaker 2 badass penny bags. There you go.

Speaker 1 But yeah. It looks like Monopoly go ad actually.
Yeah, a little bit.

Speaker 2 And here you have the four.

Speaker 2 four bingos there you go

Speaker 1 so intensive to look for bingo boards at the time Yeah, but

Speaker 2 it plays really slow.

Speaker 2 This movement, like, oh, I just want to kill myself.

Speaker 1 Anyway, I mean, you're not the target audience, so

Speaker 1 yeah, sure, exactly.

Speaker 2 The music is nice. It's quite, I mean, I would say they're using everything you would expect to use for this demo and this type of game with IP and everything.
So

Speaker 1 it's nice.

Speaker 1 How many pages to creative do they have?

Speaker 2 My wall of favorite wall of text.

Speaker 2 So,

Speaker 2 So, how many pages? I don't know, but for last 30 days, for last 30 days, yeah, for last 30 days

Speaker 2 on a year today, I think it was like thousand. Yeah, it's thousand here.

Speaker 2 Yeah, all three networks, man.

Speaker 1 Like, they don't have so, since there's a million users you're going after, right? Do you think it's enough to have a thousand creatives for the whole year so far?

Speaker 2 I mean, they just started scaling, so I mean, this is

Speaker 2 this few hundred, so I think that's that's okay, uh, definitely and they have fifteen fifteen different playables on uploading which is also pretty good but then look

Speaker 2 I think we didn't pay too much attention to this downloads and revenue graph

Speaker 2 now it's fine but then revenue is kind of what I just wanted to do all time and month yeah but this is basically it so

Speaker 2 I think they're just gonna double the revenue now

Speaker 2 and what's gonna be interesting to see for november and december if this is gonna like keep the growth because i don't think so honestly what do you think vortex game is gonna do why right that's the interesting thing right playtica vortex are the ones that could kill this right yeah but the thing is like playtica is like their game is here for all for a while they know how to run all the remarketing stuff and even like work with this audience for a long time so like that's the difference i mean even for lows kind of new new downloads they're still gonna earn more money because they know how to do it which I'm not saying like these guys don't know how to do it it's just like it's too early for this for for these like operations that's my assumption yeah you're right I didn't even think of that retargeting must be so important in this genre even more so than social casino right because it's like yeah yeah

Speaker 2 Because you have such small time, then you definitely need to work with this. And that comes back to like all the LiveOps features and the events and everything.
So

Speaker 2 we'll see like how this goes but i mean this is pretty in this is pretty good trajectory i'm that's for sure i mean kudos to the team guys like yeah you're doing something different

Speaker 2 yeah yes yeah yeah i don't want to sound too depressing it's just

Speaker 1 i really want to know like where this goes i think we sounded a bit negative with bingo but it's quite pleasant to see so like yeah okay we're we want to say we're excited but we're just not bingo players we're not in this million user base right

Speaker 2 which is fine. It's just

Speaker 2 I'm just yeah, I'm just curious to see like how this goes.

Speaker 2 Could this be like 5 million a month game?

Speaker 1 Really? Okay. If

Speaker 1 one like 20 million, like this could go easily 5 million a month for sure.

Speaker 1 Just before we finish here, so if a CPI here in this genre in the States maybe is like 30 to 50 bucks, right?

Speaker 1 How much do you pay for a re-engagement for a retargeting campaign for the same type of users?

Speaker 2 I have, man, I have no idea. This is such a long time.
We need to ask our friends from Adek Tiff

Speaker 1 eventually.

Speaker 1 Mate,

Speaker 1 give me the screen. Just like I got to the last one.

Speaker 1 Oh, you can take over.

Speaker 1 Yeah, you can take over. Hi, Jacket.
That's great. Anyway, level 16 mechanic, one that unlocks is actually an idle mechanic with an ad placement.

Speaker 1 Nom nom nom.

Speaker 1 Just saying, so that's there nothing revolutionary, but again, just more push on the resources and soft currency because again, we'll need more of those later.

Speaker 1 It's just like this is all going literally to the point where, like, at one of these arenas, you just the curves can go completely against each other. That's typical stuff.

Speaker 2 Typical stuff. Thank you very much for listening.
If you are a big bingo player, please let us know in the show notes

Speaker 2 and we wish you a happy birthday for your 100th year's anniversary or whatever because you're quite old.

Speaker 1 I don't think 34, 35 to 44. Man, we are we are nearing the.

Speaker 1 i'm already there i'm already there man like i'm not sure like i'm not sure what you're talking about we are already there yako felix not yet but we are already there

Speaker 2 ah anyway yeah okay uh so thank you very much for listening please share your comments in the in the comment section and join the slack channel and see you next time bye bye