About this episode

The episode discusses major shifts in the gaming industry, including Disney's potential moves, Unity's changes, and the rise of Merge 2.

The industry isn’t slowing down. This week, we break down the biggest shifts across games. Topics Covered: ● Disney and Epic: Why the speculation is picking up and what a bigger Disney move into games could look like ● Unity’s latest shift: A strong earnings beat, the shutdown of Ironsource, and the sale of Supersonic ● Studio closures and shutdowns: What the latest cuts across VR, live service, and Embracer say about the market ● The Merge 2 rise: Why the category keeps growing and the debate over what’s really driving the revenue ● Cookie Run’s next step: Franchise expansion and the challenge of turning one hit into something bigger ● New soft-launch shooters: Ex-Supercell teams, familiar patterns, and questions about where action games fit on mobile Plus ++ We also get into Tim Sweeney’s role in Epic’s future, Unity versus AppLovin in ad tech, card systems, soft-launch design, and Kress’s latest reality check on mobile. CHAPTERS: 01:14 Mario Movie Backlash 03:45 Leroy Jenkins Capital 06:52 Housekeeping And Corrections 09:10 Disney Buying Epic Rumor 12:12 Tim Sweeney Control Fight 14:55 Entertainment Gaming Graveyard 17:46 Unity Dumps IronSource 23:22 Vector Versus AppLovin…

People in this episode

Host: Deconstructor of Fun

Topics covered

• Disney and Epic speculation
• Unity's earnings and changes
• Studio closures in gaming
• Merge 2 growth
• Cookie Run franchise expansion
• Soft-launch shooters

Keywords

• gaming industry
• Disney
• Epic
• Unity
• Merge 2
• Cookie Run
• soft-launch
• studio closures
• ad tech

Mentioned in this episode

Organizations: Disney, Epic, Unity, Ironsource, Supersonic, Embracer, Supercell, AppLovin

Products: Merge 2, Cookie Run

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