25gamers.com

This is no BS gaming podcast 2.5 gamers – 🚨📢BREAKING NEWS: Clash Royale Drama, Layoffs, Applovin Q4, Unity Reshuffle 🤯

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 am conference discussion vibe, so let’s not take it too seriously.

The Team:

Jakub Remia⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠r- Game design consultant

Felix Braberg⁠ – Ad monetization consultant

⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Matej Lančarič – User Acquisition & Creatives consultant

Join our slack channel here: SLACK CHANNEL

Summary

Supercell’s annual letter was supposed to be routine. Instead, it triggered backlash around Clash Royale’s “resurgence” narrative. Influencers were credited for growth, including major names amplifying the story, which upset parts of the community. The reaction escalated to organized boycotts, forcing Ilkka Paananen to issue an apology and update the letter publicly. Meanwhile, revenue tells a simpler story: Clash Royale spiked aggressively, then dropped aggressively, returning close to its previous baseline.

Layoffs continue across the industry. Riot cut around 80 people from its 2XKO fighting game. Ubisoft faces union-led strikes following structural division moves that look increasingly like pre-sale positioning. Highguard is downsizing shortly after launch. Unity stock dropped roughly 30%, founders exited, and Bernard Kim steps in. Contrast that with AppLovin reporting $5.4–5.5B revenue in 2025, up ~70% YoY. One side restructures. The other compounds.

On the upside, indie and system-driven plays are thriving. The Steam indie hit sold 500k copies in its first week. ARK Raiders drove revenue growth to $3.1B (+6.5%). Overwatch doubled its concurrent record to 165k after a story-driven update. Arknights: Endfield crossed $30M within weeks of launch. The lesson is clear: execution and product-market clarity still win, even when public markets wobble.

Chapters

00:00 — 🚨📢 Supercell annual letter backlash
01:10 — Clash Royale spike & community boycott
02:20 — Riot layoffs (2XKO) & early launch cuts
03:10 — Ubisoft strike & restructuring signals
04:10 — Indie Steam hit sells 500k week one
05:00 — ARK Raiders & Overwatch concurrency jump
06:00 — AppLovin Q4 earnings explode
07:00 — Unity stock slide & founder exits
08:10 — Roblox child safety scrutiny
09:00 — Arknights: Endfield momentum