two & a half gamers
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.
00:18:12 路 Matej Lancaric, Jakub Remiar
[00:18:12] S1: Even even even Xpero was shorter time refresh. Yeah. Yeah. [00:18:22] S0: Yeah. So, again, lots of stuff, which means that basically, this makes 58 k a day, which is 80% ad revenue. Nice. That's what our Felix said. So good. Yep. 60 k a day sounds pretty good. [00:18:43] S1: We can work with that. [00:18:43] S0: They have some they have some, like, leftover IP revenue. [00:18:47] S1: Leftover. Right. [00:18:48] S0: 10 k a day. [00:18:49] S1: So... So it's short, like... [00:18:50] S0: Yeah. That's okay. Yeah. So 70 k a day for this this type of a game, which which looks like a wipe coded prototype done in two two, like, two weekends. Yeah. But, man, [00:19:02] S1: look. It's all you can fucking imagine from the forex again, or lumber, or whatever, like, this, pretty much. [00:19:12] S0: Idle lumber. [00:19:13] S1: Idle lumber or Golden Goblins or whatever you wanna call it. Like, this is pretty much it. And you will not see that much else. But this is exactly how it works and why. [00:19:27] S0: But this is how the game actually plays. [00:19:29] S1: Yeah. Exactly. It is how it works. [00:19:30] S0: Again, it's based on creative. [00:19:32] S1: Yes. Yes. Yeah. [00:19:33] S0: Yeah. Yeah. It's not fake. [00:19:36] S1: Come on. Give me a break. It is not fake though. Yeah. I know. But this is the this is the mastery and I think what Aaron in in Istanbul asked him like, okay, like who dictates what? If it's UA and or product and. [00:19:49] S0: UA dictates everything.
00:19:49 路 Jakub Remiar, Matej Lancaric
[00:19:49] S0: UA dictates everything. [00:19:51] S1: Yeah. Like, I don't think there is like a question anymore. No, no, it's not. See? No, really? Yeah. Hey, like this. [00:20:00] S0: Yeah, real. [00:20:01] S1: So much. Honestly, I don't care. [00:20:03] S0: I thought [00:20:03] S1: it was [00:20:03] S0: a real world, I think. [00:20:05] S1: It could be. Yeah, it could be. [00:20:06] S0: It was a track star stuff. [00:20:07] S1: Yeah, exactly. There's so much track star stuff and I'm pretty sure like this works super well because that was something that worked super well for Trackstar, and, like, these are... These guys are just borrowing this or, well, borrowing. [00:20:21] S0: This is actually their gameplay. [00:20:23] S1: Yeah. Let's call top police. [00:20:27] S0: But this is their gameplay. This [00:20:28] S1: is actually true. Yeah. Yeah. I know. Which is great because then he's like, oh, we need these critics. It's fine just to capture the gameplay. Yeah. Maybe add the You've [00:20:41] S0: seen the drill. I I just use it. [00:20:42] S1: Yeah. Yeah. I know. I know. I know. [00:20:43] S0: It's all all all real. [00:20:45] S1: It's it's... This is perfect. [00:20:46] S0: Do they have some more AI? [00:20:48] S1: Yeah. Yeah. Man, of course. [00:20:50] S0: This creative I've seen already somewhere. [00:20:54] S1: Yeah. On Trackstar. On Trackstar. This is AI, man. [00:20:58] S0: Yeah. Of course, it's AI. [00:20:59] S1: He's really good AI. Again. Game over. Oops. And I'm... You know, I I can watch... I can look at this video and just, you know.
00:20:59 路 Matej Lancaric, Jakub Remiar
[00:20:59] S1: He's really good AI. Again. Game over. Oops. And I'm... You know, I I can watch... I can look at this video and just, you know. [00:21:11] S0: Just relax. [00:21:12] S1: Yeah. And I wish this... Yeah. So he he made he made he made made it. Great. Now... Okay. I hope you may make it as well. This is... Oh, let's see. Will it work? Oh, maybe. [00:21:28] S0: Very good there. [00:21:29] S1: Yes, exactly, right? And then help me. Okay, you know, off. I'll just go here and then. Yeah. Yes. Let's let's do it. The roguelite element is perfect. Yeah, exactly, right? Like, and this is it. So, it's fifty eight seconds of all AI and it's beautiful. Honestly, like, this is like how it should be. And I I I love it. [00:21:58] S0: How many creatives they have? [00:21:59] S1: 2,700. [00:22:01] S0: 2,700. [00:22:01] S1: Oh, no. You showed us this creative by the way. Yeah. Yeah. Is the one from the from the last [00:22:07] S0: Last creative trends. [00:22:09] S1: Creative trends. Yeah. [00:22:09] S0: Yeah. Looks very nice. [00:22:12] S1: With the tiger? [00:22:13] S0: Tiger. [00:22:14] S1: Tiger was fucking amazing. [00:22:17] S0: Really good. Yeah. The thing is that they are literally killing the idol category now because the top app downloads is Pizza Ready and now Bulldozer Master. Yeah. And then third one is Gym Idle Clicker by One Soft. Which is Unicorn Studio. [00:22:33] S1: Yeah. Oh. Some. [00:22:36] S0: Oh. Some stuff from Vietnam. [00:22:39] S1: Yes. All these. I look [00:22:40] S0: at Connor by the way fourth spot on down. [00:22:42] S1: Of