Deconstructor of Fun

FEBRUARY 13, 2022

This prediction is written by Michail Katkoff and in co-operation with the powerful analysts at Sensor Tower. This report wouldn’t be possible without the help from our friends at Sensor Tower. Even Pet Master from the same company is far from a guaranteed success. Access all previous predictions here.

Games 52

Games Mobile Mobile Puzzle 52

Deconstructor of Fun

JANUARY 31, 2021

Unless otherwise specified, all the data has been provided by the powerful Sensor Tower and analyzed by the author(s). Post-COVID investment flows in Social and mobile gaming emerged as one of the best performing sectors during coronavirus, and the ensuing influx of investment will likely impact companies large and small.

Mobile 52

Mobile Mobile Games Feature 52

Deconstructor of Fun

MAY 6, 2020

Social gaming experiences such as Epic’s Houseparty, Jackbox Games, and Bunch (exhibited below) have experienced dramatic growth since the coronavirus pandemic: source: Sensor Tower. Selcuk: I think the main reason why Bunch has taken off so fast is because we have been building a category defining company in the past 2.5

Games 52

Games Entertainment Clipping Data 52

Deconstructor of Fun

JANUARY 10, 2021

Unless otherwise specified, all the data has been provided by the powerful Sensor Tower and analyzed by the author(s). We’re working with Sensor Tower to update the taxonomy to now also include kids games as their own separate category. This past year, some companies seem to understand this better than others.

Puzzle 52

Puzzle Mobile Mobile Advertising 52

Deconstructor of Fun

JULY 29, 2020

Let’s first compare current market valuation relative to 2019 revenue and EBITDA data (because that’s all we have) and notice that in comparison to public game companies, on an EBITDA multiple basis, Epic Games definitely seems fairly valued. Hence, a material decline in Fortnite could potentially wipe out much of the value in the company.

Data 52

Data Mobile Mobile Technology 52

Deconstructor of Fun

JANUARY 24, 2022

This report wouldn’t be possible without the help from our friends at Sensor Tower. Casual Games in 2022 In our taxonomy, built together with Sensor Tower, the casual games category is divided into seven genres: Puzzle, Hypercasual, Arcade, Tabletop, Simulation, Lifestyle, and Geolocation. We all knew it was coming.

Puzzle 52

Puzzle Mobile Gaming Mobile Mobile 52

Deconstructor of Fun

AUGUST 29, 2021

Supercell’s approach to launching Everdale through a fake publisher name speaks volumes of how the company has evolved its publishing capabilities. This approach allows the company to test the game's appeal without the Supercell fan club rushing to download and play. Everdale = Hay Day 2.0?

Simulation 52

Simulation Build Balance Mechanics 52

Deconstructor of Fun

MAY 4, 2020

Supercell is one of the rare companies that doesn’t try to beat the competition; rather, it tries to beat the high score set by its own prior games. Out of all the gaming companies out there, Supercell is one of the few capable of shipping consecutive monster hits. All the data is derived from Sensor Tower’s fantastic data plarform.

Puzzle 52

Puzzle Mobile Mobile Mobile Gaming 52

Deconstructor of Fun

FEBRUARY 27, 2023

While some companies saw a rise in cost and a decline in revenue, others managed to rise above the situation, launch successful games, or reinvent themselves and continue growing. According to Sensor Tower, in January 2023, their grossed over $250M in IAP revenue which is their 3rd highest revenue month ever.

Mobile Gaming 132

Mobile Gaming Mobile Mobile Puzzle 132

Deconstructor of Fun

JANUARY 21, 2021

Unless otherwise specified, all the data has been provided by the powerful Sensor Tower and analyzed by the author(s). Tower Defense was a tiny genre up until early 2020 when Arknight launched and scaled to very impressive revenues. PvP Tower Defense games will be the new hot thing in 2021.

Mobile 52

Mobile Mobile Cross platform Puzzle 52

Deconstructor of Fun

APRIL 15, 2024

With a career dating back to 2012, Ken has contributed to renowned gaming companies such as Blizzard, Scopely, and Kongregate. Revenue by country via Sensor Tower This may be because those two countries made up the lion's share of downloads the month prior.

Point and Click 97

Point and Click Mechanics Feature Content 97

Deconstructor of Fun

JANUARY 13, 2021

Unless otherwise specified, all the data has been provided by the powerful Sensor Tower and analyzed by the author(s). In fact, throughout 2020, some companies making games using different core mechanics have slowly started becoming successful (>$0.5M All revenue numbers show net revenues. And the winner is. So is that it?

Mechanics 52

Mechanics Puzzle Advertising Studios 52

Deconstructor of Fun

JULY 20, 2020

If this wasn’t a Riot’s game, we’d deem it as a commercial failure by now, because very few companies can turn the boat around at this point. source: Sensor Tower. source: Sensor Tower. source: Sensor Tower. Unlike most of the companies out there, Riot has the resources to be methodical.

Fighting 52

Fighting Games Mechanics Balance 52

Deconstructor of Fun

JANUARY 25, 2021

Unless otherwise specified, all the data has been provided by the powerful Sensor Tower and analyzed by the author(s). It seems that the company has been thoroughly experimenting with better ways to monetize its existing user base via the introduction of features like Battle Pass, deeper live ops, tournaments.

Racing 52

Racing Games UX Mobile 52

Deconstructor of Fun

JULY 19, 2021

Downloads and Revenue by genre from Sensor Tower. At the very high end, the companies that are amassing a walled garden of IDFVs are on a path to do better.” This is absolutely true- if these companies do it right. Gaming companies simply cannot afford to acquire ad tech firms who are raking in the dough.

Advertising 52

Advertising Games Platformer Studios 52

Deconstructor of Fun

OCTOBER 27, 2020

In many ways, Township has been the cornerstone for Playrix’s success as a title that allowed the company to build experience in live ops, analytics, and user acquisition. Data from the best in business, Sensor Tower. source: Sensor Tower. source: Sensor Tower. All revenue is net.

Co-op 52

Co-op Puzzle Games Mechanics 52

Deconstructor of Fun

SEPTEMBER 28, 2020

Net revenues, last 12 months source: Sensor Tower. Installs, last 12 months source: Sensor Tower. source: Sensor Tower. Even Small Giant’s Puzzle Combat seems to be struggling to pass the soft-launch phase that started back in March of 2019 (!).

Puzzle 52

Puzzle Tile Mechanics Build 52

Deconstructor of Fun

SEPTEMBER 13, 2021

If Beatstar becomes a major hit, it will not only be great for Space Ape, but it will prove that Supercell can rub its magic to its portfolio companies as well. We don’t count Fastlane, since it was already in soft-launch when the two companies got hitched. Space Ape has been working with Supercell since 2017.

Mobile 52

Mobile Mobile Build Feature 52

Deconstructor of Fun

JUNE 20, 2019

Data in this deconstruction is provided by ultra awesome Sensor Tower. We believe it is in the companies and shareholders' best interests to not drive short-term bookings growth via unprofitable UA campaigns.” Matchington Mansion is a top 5 puzzle game with raking in over $15M a month in net revenues.

Puzzle 52

Puzzle Studios Tile Mechanics 52

Deconstructor of Fun

JANUARY 19, 2021

Unless otherwise specified, all the data has been provided by the powerful Sensor Tower and analyzed by the author(s). Hero Wars from a Playrix portfolio company and RAID from Plarium are on the surface radically different squad RPG titles. All revenue numbers show net revenues.

Cross platform 52

Cross platform Mobile Mobile Platformer 52

Deconstructor of Fun

JANUARY 31, 2022

This report wouldn’t be possible without the help from our friends at Sensor Tower. The biggest acquisition in the sub-genre happened last year, with Applovin acquiring Machine Zone - the company that made some of the most iconic top-grossing 4X games of all time (Game of War, Modern Strike, Final Fantasy: New Empire).

Cross platform 52

Cross platform Platformer Puzzle Mobile 52

Deconstructor of Fun

JUNE 10, 2019

data from the best of the best - Sensor Tower. Lilith is a company you may be familiar with. King’s Tower — Race to the Finish Similar to Peaks of Time and Campaign, this mode is another permanent progression mode. Players attempt to reach the “top” of the tower to get more and more rewards.

Mechanics 52

Mechanics Feature Mobile Mobile 52