TWIG #318 Supercell’s Records, Unity’s Chaos & AppLovin’s Fire Sale

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Supercell had a monster year with €2.8B in revenue, proving that bigger live ops teams and aggressive marketing can still drive growth—but let’s be real, Squad Busters flopped hard despite the hype. Meanwhile, Unity continues its slow-motion train wreck, losing key talent and scrambling to fix its ad tech, while AppLovin is absolutely crushing it, with stock up 700% thanks to AI-powered ads. Now, in a power move, AppLovin is dumping its entire games portfolio for $900M—so who’s buying? Scopely? Zynga? Playtika? Drop your bets in the comments. 🚀🎮

01:29 Shills
07:25 Dream and Venture Capital
10:27 Battlefield and Shooter Games
14:23 Minecraft Studio Leadership Changes
20:39 Supercell's Record Year
25:57 Live Ops and Monetization Changes
26:52 Squad Busters' Marketing Missteps
31:35 Spark Labs's Bootcamp Vibes
37:44 Unity's Struggles and Layoffs
41:45 AppLovin's Strategic Shift