TWIG #388: Xbox's Spinout Plan, Metacore's Mass Layoffs and Netflix's FIFA Flop

TWIG #388: Xbox's Spinout Plan, Metacore's Mass Layoffs and Netflix's FIFA Flop

Microsoft is laying the groundwork to spin Xbox off, Supercell just cut 70% of Metacore's staff after burning through $180M. Meanwhile, EA just launched a real ad platform for sports games. In this episode, we break down: ● Why Xbox keeps losing its top studio leadership ● Whether Microsoft is actually preparing to spin off Xbox ● What Sharma's first 100 days reveal about her real strategy ● Why Believer raised $55M to ship an AI plugin instead of a game ● How Supercell's Metacore acquisition turned into a 70% staff cut ● Why EA's new in-game ad platform might actually make sense, for once ● Why microdrama apps are growing fast but can't fix their retention ● Why Konami's eFootball is quietly beating FC Mobile in revenue ● Why Netflix's FIFA World Cup game became an instant disaster ● Why the consumer apps "threat" to gaming doesn't hold up under the data CHAPTERS: 00:42 Topics Preview 02:04 Shills and Events 03:01 Roblox Safety Podcast 04:08 Puzzle Monthly Updates 06:05 Conference Island Recap 08:48 Xbox News Rundown 11:49 Kress on Xbox Spinout 20:07 Sharma 100 Days Analysis 25:32 Believer AI Plugin 29:40 Metacore Acquisition Fallout 33:38 EA Advertising Debate 35:02 Ads In Sports Games 36:34 Why In Game Ads Failed 38:08 Roblox Brand Detour 40:37 Micro Drama Boom 41:45 Retention And Monetization 44:18 Merge Drama And Subscriptions 47:57 Konami Strategy And Collabs 51:03 FIFA Netflix Game Rant 54:38 Consumer Apps Threat Myth 58:59 Attention CPI And Webshops 01:02:19 IDFA Rumor And Farewell

Puzzle Monthly #3: Merge vs Match-3, Gossip Harbor's Rise, and the Future of Merge

Gossip Harbor is beating Candy Crush, Merge Mansion is going to Supercell, and the Merge genre is at an inflection point. In this episode of Puzzle Monthly, we break down the real state of Merge games in 2026, from the history of the genre to why Gossip Harbor succeeded where others failed, and what the next Merge hit might look like. Topics Covered: ● The history of Merge — from Tripletown to Merge Dragons to Merge 2 ● Merge 2 vs Merge 3: how the economies actually differ ● Why Gossip Harbor surpassed Candy Crush while Merge Mansion collapsed ● The no-fail-state problem and how live ops try to solve it ● Board clutter, storage frustration, and persistent board design ● Sensor Tower data: Travel Town vs Gossip Harbor vs Merge Mansion ● Hard order labeling and whether Match 3 lessons apply to Merge ● What the next Merge game should look like CHAPTERS: 01:07 Merge Takes Center Stage 02:07 Origins of Merge Games 02:38 Merge Two vs Three 03:48 Core Loop Explained 06:03 Merge Mansion vs Gossip Harbor 07:54 Live Ops Without Fail States 09:40 Why Merge Feels Boring 11:51 Progress and Board Order 15:45 Dog Quest and Board Clutter 17:45 Persistent Boards and Storage 19:24 Monetization Paradox 20:11 What's Next for Merge 21:28 Soap Opera and Generator Ideas 22:12 Persistence Makes UX Hard 22:48 Persistent Boards Shift 23:32 Making Merge Feel Dynamic 24:28 Separate Boards Live Ops 25:06 Lucky Catch Event Design 26:02 Battle Pass Segmentation 26:38 Why Gossip Harbor Won 28:17 Merge Engine Under Hood 36:24 Next Genre Innovations 39:00 Cannibalization By Sequels 40:53 Hard Labeling For Orders 43:13 Generator Overcharge Ideas 44:04 Future Focus Areas 44:48 Wrap Up And Farewell

TWIG #387: LiftOff IPO, Xbox pulls out the bangers, and The Simpsons take over Monopoly GO!

Nintendo's stock is getting hammered without a new Mario, Monopoly GO is going all-in on The Simpsons, and Liftoff is back on the public markets. Meanwhile, Xbox finally seems to be doing what it should have done years ago.In this episode, we break down:● Liftoff's IPO and the AppLovin challenge● Monopoly GO's Simpsons mega-event● How Scopely uses IP for reactivation● Apple's crackdown on low-quality apps● Xbox's biggest Summer Showcase in years● Why Xbox is bringing exclusives back● Fable, Gears, Persona 6, and Minecraft Dungeons 2● Nintendo Direct's biggest announcements● The growing mystery of missing Mario● Why Nintendo investors are getting nervous● Paramount's new gaming division● TMNT, Star Trek, Avatar, and Marvel projects● Why Hollywood struggles to make games● The missing mobile strategy at Paramount● Apple IDFA rumors and what they mean for UA● The future of AppLovin, Meta, and Google adsCHAPTERS:01:36 Minecraft Summer Parenting03:22 Quick Correction Bond Sales05:18 Liftoff IPO Breakdown06:41 UA Ecosystem and AppLovin08:37 Private Equity Red Flags10:41 Simpsons Takes Monopoly Go11:53 Why the Crossover Works15:20 UA Reactivation and Celebs19:12 Apple’s App Store Purge21:54 Xbox Showcase and Strategy25:57 Xbox Margin Unlock26:38 Platform Strategy Risks27:29 Minecraft Sales Reality28:30 Nintendo Direct Highlights30:42 Where Is 3D Mario36:12 Paramount Games Revealed38:17 Execution Over Press41:48 Mobile Missing Piece43:19 IDFA Rumor Rant46:20 If IDFA Returned48:10 Rumor Season Noise50:24 Closing The Episode

$500M in 2 Years: Here's How Grand Games Did It!

Two mobile games with a $500M annual run rate in just two years, with a fivefold revenue increase in the last 12 months alone. If you're building in mobile gaming or just want to understand what a genuine rocket ship looks like from the inside, this one's worth your time.Grand Games' founder Batuhan Çelebi built one of the fastest-growing mobile game studios in history. In this episode, Batuhan breaks down exactly how Grand Games did it: the multi-studio structure that keeps teams small and ownership real, the game greenlight process that filters out imitation before it starts, and why Turkish mobile gaming talent is pound-for-pound best in the world. We also get into the honest stuff. The capability gaps they're still closing, what happens if growth flattens, and brutal seasons of raising his first round.

The ESA's Essential Facts: Free Player Data Most Companies Pay For

Two thirds of Americans now play video games every week. That is more than 212 million people, the average player is 37, and among Boomers, more women play than men. These numbers come from the ESA's 2026 Essential Facts report, the kind of audience and demographic data most companies pay a lot of money for, free to anyone. Jen Donahoe sits down with Stanley Pierre-Louis, President and CEO of the Entertainment Software Association (ESA), the group that has represented the U.S. video game industry since 1994. He is a media and IP lawyer who leads the organization that defends games in Washington, runs the ESRB rating system, and makes the industry's case to lawmakers and parents. In this episode: * Why "gamer" means something different than it used to * The older and female players reshaping the audience * What a $20 monthly median spend says about gaming's value * How the ESA fights online safety and loot box legislation * Inside iicon, the ESA's new event connecting games to the wider economy * How to use this free data in your next project, especially for marketers Learn more about the ESA and find the report at The ESA website https://www.theesa.com/ [https://www.theesa.com/]