O TYM ODCINKU
Felix covers this week’s biggest gaming business headlines: Saudi Arabia’s PIF slowing investments, King Shot surpassing $542M in revenue, AppLovin gaining ground on iOS, remarketing spikes, and Sensor Tower’s November revenue & DAU charts.
What you’ll learn
• Why PIF’s cash slowdown could freeze gaming M&A
• King Shot hits $542M in 9 months + $4.1M best day
• Apple Ads losing share to AppLovin
• Android still ruled by Google Ads
• Remarketing up 20% YoY as CPIs climb
• Top revenue games (Last War, Monopoly GO, Royal Match…)
• Top DAU apps (Roblox, Free Fire, Block Blast…)
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This is no BS gaming podcast 2.5 gamers session. Sharing actionable insights, dropping knowledge from our day-to-day User Acquisition, Game Design, and Ad monetization jobs. We are definitely not discussing the latest industry news, but having so much fun! Let’s not forget this is a 4 a.m. conference discussion vibe, so let's not take it too seriously.
Panelists: Jakub Remiar, Felix Braberg, Matej Lancaric
Podcast:
Join our slack channel here: https://join.slack.com/t/two-and-half-gamers/shared_invite/zt-2um8eguhf-c~H9idcxM271mnPzdWbipg
Chapters
00:00 — PIF slows investments → gaming M&A winter
03:00 — King Shot hits $542M → 4X meta dominance
06:10 — AppsFlyer Index: AppLovin rises, remarketing up 20%
08:50 — Monthly revenue rankings (Last War, Monopoly GO, King Shot…)
10:20 — DAU rankings + final takeaways
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Matej Lancaric
User Acquisition & Creatives Consultant
https://lancaric.me
Felix Braberg
Ad monetization consultant
https://www.felixbraberg.com
Jakub Remiar
Game design consultant
https://www.linkedin.com/in/jakubremiar
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Please share feedback and comments - matej@lancaric.me
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