A Framework for Valuing Mobile Gaming Studios
summary
Argues a clear, three-part valuation framework: value trapped in existing cohorts if you press stop on UA, the economics of the paid acquisition machine (example case: $5 CAC -> $8 LTV, 9-month breakeven, ~30% annualized return and limits to scale), plus tangible extras (first‑party users, IP, tooling). Recommends DCF only once cashflows exist and highlights use of non-dilutive revolving credit to finance UA. Practical if the studio has cohort data and UA metrics; not aimed at pre‑launch projects.
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chapters (7)
- 0:00Introduction
- 1:30Framework Components
- 3:38DCF
- 5:05Cohorts
- 6:57Efficiency Scalability
- 15:01Financial Components
- 19:17Questions
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