Hi Joseph, thank you for the newsletter, useful as always :)
I believe that the reason you cannot understand the economics behind "Offline Games - No Wifi Games" is that most its revenue comes from Ads, and the tool you use does a poor job in estimating such revenue.
You bring up a good point about ad revenue. So I've been playing a lot of the game and while I do see some ad integration, I don't see very much and in some of the games I didn't see anything at all.
Agreed though that all of the current data providers don't do a great job with ad revenue if they address it at all.
I 100% agree that the ad load in these games is very low, much lower than the industry standard. If it is indeed a UA campaign that created this spike in downloads, it will be hard to pay back CPIs with such low LTV.
60% organic installs, at this scale, is huge. But still leaves a bill for ~650K paid installs on July 7 alone... that's a lot of money. Maybe you can interview him and ask? It's not often that a 1-man studio gets to #1 downloads worldwide.
Hi Joseph, thank you for the newsletter, useful as always :)
I believe that the reason you cannot understand the economics behind "Offline Games - No Wifi Games" is that most its revenue comes from Ads, and the tool you use does a poor job in estimating such revenue.
You bring up a good point about ad revenue. So I've been playing a lot of the game and while I do see some ad integration, I don't see very much and in some of the games I didn't see anything at all.
Agreed though that all of the current data providers don't do a great job with ad revenue if they address it at all.
I 100% agree that the ad load in these games is very low, much lower than the industry standard. If it is indeed a UA campaign that created this spike in downloads, it will be hard to pay back CPIs with such low LTV.
The estimates I saw indicated 40% of downloads in July were paid, but not sure how accurate the estimates were.
60% organic installs, at this scale, is huge. But still leaves a bill for ~650K paid installs on July 7 alone... that's a lot of money. Maybe you can interview him and ask? It's not often that a 1-man studio gets to #1 downloads worldwide.