two & a half gamers – Who is Tripledot & what do they do? The History, games portfolio & estimated profits

This is no BS gaming podcast 2.5 gamers – Who is Tripledot & what do they do? The History, games portfolio & estimated profits.

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

We discuss the recent news of Applovin selling its gaming division to Tripledot for $900 million. We dive into who Tripledot is, its revenue model, and the impact of ad revenue in the mobile gaming industry. The conversation covers the rise of Tripledot, key milestones, acquisitions, and an analysis of their game portfolio, particularly focusing on Wodoku. We also explore the mechanics of ad revenue and provide estimates of Tripledot’s earnings and future prospects. In this conversation, we go into the financial dynamics of the gaming industry, focusing on ad revenue, profit margins, and the strategic positioning of major publishers. We analyze the retention metrics of various games, estimate potential profits, and discuss the implications of publisher incentives and relationships within ad networks. The conversation also touches on the importance of creative marketing strategies and the use of intellectual property in gaming, culminating in insights about the future of game monetization and portfolio diversification.

Takeaways

• Ad revenue is often more challenging to track than IAP revenue. Thats why people think it doesn’t exist.
• Tripledot has seen substantial growth since its founding in 2017.
• Wodoku is a flagship title that has driven Triple Dot’s success.
• The mobile gaming market is heavily influenced by ad monetization strategies.
• Revenue estimates for Tripledot suggest they are earning substantial profits.
• User acquisition plays a crucial role in the success of mobile games.
• Tripledot’s future looks promising with its current growth trajectory.

Chapters

00:00 Introduction to the Gaming Industry Shakeup
04:33 Understanding Tripledot and Its Revenue Model
07:50 The Rise of Tripledot: Key Milestones and Acquisitions
10:37 Exploring Tripledot’s Game Portfolio
13:36 Analyzing Woodoku and Its Impact
16:36 The Mechanics of Ad Revenue in Mobile Gaming
19:39 Estimating Tripledot’s Earnings and Future Prospects
25:20 Analyzing Ad Revenue and Retention Metrics
27:52 Estimating Profit Margins and Financial Health
29:41 Publisher Incentives and Market Positioning
32:20 The Role of Relationships in Ad Networks
34:30 Diversifying Game Portfolios and Revenue Streams
35:46 Creative Strategies in Game Marketing
40:48 The Use of IP and Branding in Gaming
42:48 Final Thoughts on Game Monetization Strategies