two & a half gamers
00:09:56 路 Matej Lancaric, Jakub Remiar, Felix Braberg
[00:09:56] S1: Very important. [00:09:57] S0: Yeah, but it's not making that much IP revenue anyway. [00:10:00] S3: Did anyone say revenue? Oh yeah. This episode is brought to you by FastSpring, the no drama D2C partner that's been scaling with mobile publishers for over twenty years. They're fast growing, profitable and seriously reliable, which is more than you can say about most vendors in this space. Anyway, whether you are launching a new web store, replacing your current D2C step or adding a backup plan, FastSpring is here for you. Visit fastspring.gg to set up your web store today. Fastspring.gg Hello FastSpring. Thank you very much guys for sponsoring this episode.
00:10:48 路 Jakub Remiar, Matej Lancaric
[00:10:48] S0: And then they have the company stuff, which again unlocks at some point, and company stuff are permanent upgrades as we know. So you have light equipment upgrade and mining upgrade, and then you have heavy equipment research tree again same thing. At some point you get this like cogs currency, like these machinery cogs that you get for completing the levels, so if I complete the stage I get five fifty, so this is prestige currency basically. And you can reset and you need to get from the base, so rent all the equipment again, buy all the upgrades again, hire all the workers again, and just more stuff. And there's some flavor to it where you have like drill or you've seen these bridges or whatnot, so the levels are quite interesting. But it's still the same mini game of like you having different means of drilling through these ores and bringing them back and so on and so forth. So it's quite nice. It's quite light. I would say it's like you can do this pretty much all the time. You can just wait for these guys, and they they will drill it themselves. You see like I didn't really like dig any, ores here in this level. The armor is 35%. You can switch to the next level at 80%, basically, and these guys will just slowly bring it up. I can just leave it running and, again, you know, emulator wins as always. And, yeah, that's pretty much it. I'm guessing that at stage five or seven this... Or how how big it is? Yeah. Stage five, it's... That's it. Because I'm guessing some horse will be just too big to my death. [00:12:25] S1: Bless you. Yeah.
00:12:25 路 Matej Lancaric, Jakub Remiar, Felix Braberg
[00:12:25] S1: Bless you. Yeah. [00:12:30] S0: Anyway, so that was it. The game is, I would say, an upgrade of the usual creative that you see on Golden Goblins or Yeah. [00:12:42] S1: Goblins. Yeah. Just a different theme. [00:12:44] S0: We also have this [00:12:45] S1: kind of number to a theme as well. Yep. Which is not [00:12:54] S0: idle ink, [00:12:55] S1: but it's not our lab lumber ink, but it's it's very close to that. [00:12:59] S0: So Yeah. So guys started scanning this in August, and now it's doing something like 200 k downloads a day, which is great. And it's already reaching something like 600 k DAU. [00:13:09] S1: They're they're active For some time. [00:13:11] S3: Maybe they implemented Kinoa into the library system. [00:13:15] S1: Woo [00:13:15] S3: hoo. Because Kinoa is also sponsor of our podcast. Thank you very much Kinoa. Kinoa means, you know, AI operating system for mobile game, operations, life segments, flows, live ops, game ops, all you can imagine. No dev tickets. So go to quinoa.ai, integrating ours, and turn your players into the money making machine. No. Just into more revenues. Kinoa.ai. There you go. There you go. [00:13:49] S0: If you go on country filter, this is still doing quite okay, but it's not really that pristine because most of the traffic is of course coming from India, Russia, Brazil, Indonesia, and so on and so forth. So US is still 50 ks DAU, but yeah. [00:14:07] S1: Yeah, it's not bad. Not bad.
00:14:07 路 Matej Lancaric, Jakub Remiar, Felix Braberg
[00:14:07] S1: Yeah, it's not bad. Not bad. [00:14:08] S0: Not bad, but not that big. If you look at their portfolio, it's actually making quite similar downloads to Pizza Ready, but it can be Pizza Ready being their biggest game. Where do I have it? I don't have it here. Yeah, here I have it. So Pizza Ready, if you remember, was the game that was giant, giant, like this is the game that pretty much put them on the map. Yeah. And if you remember, Supercent kind of split with 1100%. They were like one kind of one conglomerate company or whatever before. Something. [00:14:45] S1: Connected. One company. [00:14:47] S0: Don't know the story full. Pizza Ready at its height in April 2024 was doing like 30,000,000 downloads a month. [00:14:56] S1: Hell yeah. [00:14:57] S0: Hell yeah. Exactly. It's already passed half a billion downloads since then, and it's still doing okay. You see it's still doing 100 ks a day, because at the start of the year it was still doing 600 ks downloads a day. Crazy. [00:15:13] S1: Crazy numbers. [00:15:14] S0: And DAU is still something like two and a half million, still, to this day. [00:15:18] S1: Two and a [00:15:19] S3: half gamers.
00:15:19 路 Felix Braberg, Jakub Remiar, Matej Lancaric
[00:15:19] S3: half gamers. [00:15:20] S0: If we go country filter, I think the traffic is kind of the same. Yeah, it's India, US is quite high, but there's Egypt, Pakistan, so they're running it on like tier two, tier three traffic of course mainly. So it's not like yeah. Otherwise, you'd like... They would kill themselves Mhmm. With the TPI, but it's now their biggest game on... In a matter of, like, downloads per day. Let's see how high it goes, because I think quite promising, and the core is really suited for this kind of a pump and dump scale at base game. [00:16:00] S1: Pump and dump? [00:16:01] S0: And the other thing I want to show, which we again covered on the podcast already, is that there is XP Hero, which is their other division as they said on the China Joy Conference, which is doing quite well, because it's doing something like 60 k a day in in apps, but it's still running, if I understand, on mostly ad revenue on top of it. [00:16:28] S1: I'm not sure if it's mostly, but there's a lot of ad revenue. Yeah. 300. [00:16:32] S0: So, yeah, we were always comparing this game with Hero. So, let me just do a quick comparison here. Yeah. Butcher Hero is doing, like, double the revenue. Nice. But Butcher Hero is not doing really that much ad revenue and much less doubles. [00:16:55] S1: Yeah. Yeah.
00:16:55 路 Matej Lancaric, Jakub Remiar
[00:16:55] S1: Yeah. Yeah. [00:16:56] S0: I'm guessing these these games go neck to neck against each other. But, again, this is just another pillar of their portfolio. No. So this game is quite promising. I'm really looking forward to it how it will go and run, if they can scale it up because, yeah, seems there will be a lot of ads and lot of revenue, so if I'm playing now Felix from Wish. [00:17:18] S1: Yes, tell me, mister. I [00:17:21] S0: will for a second. [00:17:24] S1: A second, yes, please. [00:17:26] S0: So the game leans hard on rewarded ads as you see here because everything is pretty much fortunately rewarded ads and interstitials were quite light even during our gameplay we've seen like what like two or three which is Yeah. [00:17:39] S1: Not not not too much, but if you if you look at the the actual XP hero, there Yeah. You know, like, gradually started to be super fucking annoying. [00:17:51] S0: Yeah. Here here, like, after four or five days, interstitials aren't really that bad. [00:17:56] S1: Yeah, it's not that bad. It's quite So there's [00:17:59] S0: nine and we've ordered that placement, six interstitial one. [00:18:02] S1: God, that's insane. [00:18:03] S0: Yeah, interstitial can only appear at the natural break at most once every three minutes. So nothing like our favorite mystery dumpling would ever add simulator shit. [00:18:12] S1: Even even even Xpero was shorter time refresh. Yeah. Yeah.