two & a half gamers
00:22:19 · Matej Lancaric, Jakub Remiar, Felix Braberg, Darius Mora
[00:22:19] S2: Yes, that's very true. Okay, fair enough. [00:22:21] S1: Yeah, but regarding monetization and like, let's say design or progression is the other way around, where it's like games, apps, and that's the For instance, that's my case where like most of my non gaming clients are apps that are like, can you help us with progression? Can you help us with recurring spending, gamification systems, all these other things, which is completely natural to gaming people, whereas I show them some like gacha, for instance, like random drop chats, loot boxes, and it's like, oh, this is amazing. We never thought of that. [00:22:50] S2: Yeah, but it's not really applicable to every app out there. [00:22:54] S1: It's not, but you know, some of those get to be Duolingo. [00:22:58] S2: Obviously, it's rare than, you know, like every it's suitable for everything. [00:23:06] S3: Yeah, of course. Of course. [00:23:07] S0: We see that like, I think a lot of people where it's not suitable in the product, people will do it in the onboarding and in a payroll. So I'll see sometimes like payroll pops up. If you close the payroll, you then get like a little spinning wheel. Oh, you got 40% off the annual plan. You won this box. And like, that seems to happen as well. [00:23:25] S2: Yeah. Okay. Nice.
00:23:25 · Matej Lancaric, Jakub Remiar, Darius Mora, Felix Braberg
[00:23:25] S2: Yeah. Okay. Nice. [00:23:26] S1: Okay. So back to portfolio. Regarding downloads, do I get that right that there are multiple accounts, not just the Bending Spoons account for the apps? Because that would be my guess. Or because Sensor Tower is not that good always be tracking the scale of these giant conglomerates. Because I see only like 200 apps on this one, so I'm guessing there's definitely more. [00:23:49] S0: Yeah, they'll probably have more accounts, but we don't know what the accounts are. [00:23:52] S2: Yeah, exactly. [00:23:53] S1: So just wanted to put this as a disclaimer that this is not all easy. [00:23:57] S3: My friends at Codeway, they have many accounts that they publish under. That's not their main one. [00:24:03] S2: Yeah, you have also the, as in the top there's the Bending Spoons kind of tab and it says two seventy eight apps, but then there is a company hierarchy and then you can actually check it's Bending Spoons, Easy Tiger app, Fonts, Evernote, the Meetup LLC and all of these that I guess that they bought. [00:24:25] S1: But those are the companies here in [00:24:26] S2: the listing. Exactly. So I'm pretty sure like they have some other [00:24:30] S0: accounts Anyway, as so... And a lot of people in the app space, like if you start to do a little bit of grey hat stuff, [00:24:39] S2: a lot
00:24:39 · Matej Lancaric, Darius Mora, Jakub Remiar, Felix Braberg
[00:24:39] S2: a lot [00:24:40] S0: of public accounts, one gets locked down, you can never put all your eggs in one basket. I've heard horror stories of people doing like 7 figures and Apple shuts you down from one day to another. There's nothing you can do. You can't reply, you can't explain yourself, you're done. [00:24:54] S2: Yeah. You're [00:24:54] S1: fine. This is this is very different to gaming because gaming is always usually just one account and the other accounts are just like hidden soft launches. [00:25:00] S2: Because in games, nobody does the gray slash black hat stuff. [00:25:06] S1: Because they don't dare to. [00:25:07] S2: Well, woah, woah, wait. No, no, I take that back. Nobody in Europe or US or that part. From the other side, it's very, very much happening. Just people don't know about it. Stay there. [00:25:28] S1: Next school's main account portfolio. Remini, the AI photo enhancer is pretty much the bulk of the downloads now. For last month, it was pretty much 10,000,000 out of 13 or 14,000,000. [00:25:41] S2: It's the most downloaded app from the portfolio. [00:25:43] S1: Yeah, exactly. And then revenue wise, which is only IP revenue, not ad revenue on top of it because? [00:25:51] S3: No. Clime, which is what we're going to look at later, actually has ad revenue.
00:25:51 · Felix Braberg, Jakub Remiar, Matej Lancaric
[00:25:51] S3: No. Clime, which is what we're going to look at later, actually has ad revenue. [00:25:56] S1: That's what I'm saying, this is not counted in, because this is only IP revenue, not ad revenue, because we don't see ad revenue in Sensetower, is doing something like 26, 27, could be more or less 20, 30% definitely. Yeah, there was some was some event in July, you know this event? [00:26:16] S2: Look, Remini introduced Make Me Look Younger filter. This helped Remini reach 10,000,000 downloads. There you go. [00:26:27] S1: There's [00:26:27] S2: the Lucky you. Final Jesus Christ, I'm just, yeah. [00:26:32] S1: So this is 20,000,000 in a month, basically. Yeah. Which is unheard of. [00:26:36] S2: Then you know where this app is coming from, actually. Guess. [00:26:43] S1: You tell me. [00:26:45] S2: Beijing. [00:26:46] S1: Beijing? Oh really? [00:26:47] S2: China. Mean, we don't even need to talk about like everything is coming from China period. Thank you very much for listening. [00:26:56] S1: Actually, the category genre, like we can look also there because that's also pretty interesting, but Yeah. We won't finish the [00:27:01] S3: Yeah,
00:27:01 · Felix Braberg, Jakub Remiar, Matej Lancaric, Darius Mora
[00:27:01] S3: Yeah, [00:27:02] S1: sure. So revenue is increasing from year to year, so it's still scaling up. As I said, this is not the whole picture. Regarding the apps themselves, you can see them here. This is their IP revenue, the four apps we'll be talking mainly today, which again, all of these are 150,000,000 plus, all of them, like Splice is $250,000,000, lifetime revenue, Remini $2.30, Climb, again, everything without ad revenue regarding downloads, the Remini is like plus 500,000,000, and then all the other ones are a 100,000,000 plus minus. Yep, so this is the revenue, which again, Remini is the big one, and then Splice between 120 ks a day, Climb K, Evernote 70 ks a day, IP only downloads. Looking [00:27:53] S3: at the downloads, do you think they're using a UA funding partner? [00:27:59] S2: Maybe, I'm not sure, but if they don't, I mean, there's a PVX Partners, guys, so if you want to scale your app business or your business in general, you should call PVX Partners because they can help you grow your app as well because it's a most effective credit line for marketing. So go to pvxpartners.com and tell them two and a half gamers sent you. So pvxpartners.com, the most effective credit line for marketing. [00:28:32] S1: Yeah, so for Darius to know, we run ambush ads, so you don't know whatever he says if it's an ad, [00:28:37] S2: a Yeah, personal exactly. I noticed. [00:28:40] S1: Yeah, so back [00:28:41] S0: to I might sneak in a couple myself, by [00:28:43] S2: the way. [00:28:44] S1: Yeah, sure. Go ahead. [00:28:45] S2: Of course, no problem.
00:28:45 · Matej Lancaric, Jakub Remiar, Felix Braberg, Darius Mora
[00:28:45] S2: Of course, no problem. [00:28:47] S1: Yeah, so the revenue wise, sorry, downloads wise, Remi has pretty much taken all of the traffic here, whereas it's like 300 ks a day and then all the other ones are, I guess, on back burner. If we go to active users, as Felix likes to always do, because I guess that's the most important chart. [00:29:04] S2: When you're talking about [00:29:05] S3: revenues, So mean, whole [00:29:07] S2: they claim that they went from 90 ks revenue per week to almost 600, which you've talked about. They say they run Apple search ads or like it's in the research, like their Apple search ads targeting hundreds of keywords, competitor names obviously, and they're trying to capture like the viral moments. So anytime there is a viral thing happening, they're loading all the keywords around that, which helps like hell. I mean, it's crazy, but works quite well. [00:29:41] S1: By viral moment, do you mean what, like JGPT going Ghibli style? [00:29:44] S2: For example, [00:29:45] S1: Or something like [00:29:46] S3: like, I don't know, Will Smith slapping Chris Rock during the Oscars. I don't know, like things like that. [00:29:50] S2: Yes, things like that. Yeah. I mean, it's so clever. We definitely don't do this. Don't do this in gaming at all. [00:29:58] S1: Yeah. Yeah. We don't do it. [00:29:59] S2: It's so good. [00:30:00] S0: Do you think they just have like a bunch of Gen Z and TikTok, like looking at what's happening? Like they do