two & half gamers session #13 – Rovio making $2.6M/year more from ads & more efficient UA? and much more
Helping you stay 2.5 steps ahead of the games industry. Don't be too serious, except about UA.
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Welcome to our #13 episode of two & half gamers! In this episode we covered various topics:
This week we’re starting a brand new segment! The Mobile Gaming Company Happy Hour where we do a deep dive on a mobile gaming company from the perspective of Game Design, UA and Ad Mon.
- 2:00 Intro
- 3:10 Topline information about Rovio
- 8:20 Game Design
- 16:00 Same game different IP
- 28:30 User Acquisition
- 31:00 Diversifying UA channels
- 43:00 AdROAS UA campaigns
- 44:25 Ad monetisation
- 45:00 LAT traffic
- 52:20 Brand lift studies
- 52:50 Best practices for pre-prompt ATT window
- 56:00 Takeaways & Summary
Topline information about Rovio:
2021 Revenue Eur286.2 million that’s 5% up from 2020 but down 1% from 2019 Pretty flat revenue growth 2017 revenue (year went public) EUR297m 66% Revenue from USA, 21% from EMEA and 12% from Asia 80% IAP, 15% Ads, 3% Licensing deals, 2% other deals 5m Daily Active Users in 2021 Claiming a 93% global awareness of Angry birds “Put 10 people in a room and only 1 hasn’t heard of me. That’s probably the baby who doesn’t have the internet yet.” Rovio went public at around EUR11.80/share and is currently trading around EUR7.20/share which is up from about EUR5 in late 2021. MarCap is around EUR603 meaning that Rovio trades at about a 2.1x rev multiple. New Rovio CEO commits to making more acquisitions
Panelists: Jakub Remiar, Felix Braberg, Matej Lančarič
Listen in to learn more!
Please share feedback and comments – matej@lancaric.me
https://www.youtube.com/watch?v=p-9ls_UOFPM
Helping you stay 2.5 steps ahead of the games industry. Don't be too serious, except about UA.
Subscribe to my Brutally Honest newsletter!
