The D2C Iceberg: How top Games hit Record Profits Despite the ATT Crash (And how you can Too).
summary
After ATT hits cause a drop in tracked IAP, stash shows big companies shift revenue onto web: Plti grows 10% from 2020–22 while its mobile IAP falls ~2%, and another firm raises direct web revenue from ~3% to 10% in 2023 and posts record profits despite an 8–10% topline decline. Concrete playbook: build direct web shops, custom launchers and a player hub, use web checkout to pay 3–4% payment fees instead of 30%, a pattern the presenters call the D2C Iceberg.
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chapters (11)
- 0:00Intro
- 2:25What is Stash
- 3:06History of Games
- 4:42The ATT Crash
- 10:10Why now
- 11:45Benefits
- 15:58Case Studies
- 17:01How to think about D2C
- 18:14What the medium unlocks
- 19:05Recap
- 19:45Outro
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