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😈 Roblox isn't just growing. It's changing who pays and how
In the last seven days, Roblox made three announcements that the gaming press has largely covered as separate stories.
Apr 16
•
Wayne Bickerton
🏄♀️ Why Subway Surfers City Proves the "Sequel Model" is Dead on Mobile
For decades, the sequel was the bedrock of the video game industry.
Apr 15
•
Wayne Bickerton
🔥The Dream Games Monopoly: How One Match-3 Game Became the Biggest Ad Buyer in Mobile Gaming
Royal Match just crossed $100M a month. Here's what the revenue story misses.
Apr 14
•
Wayne Bickerton
🇨🇳 THE CHINESE STUDIO TAKING $28M A MONTH FROM WESTERN CASUAL GAMING
A merge puzzle about a cheating husband is generating an estimated $28 million a month from US players alone.
Apr 13
•
Wayne Bickerton
🔥Playtika: From $13bn to $1bn. What went wrong (and what it means for mobile)
On April 6th, Playtika hired Morgan Stanley to find it a buyer.
Apr 8
•
Wayne Bickerton
1
🔥 Scopely just said something the industry isn't ready to hear
"There's less of a need for new games."
Apr 8
•
Wayne Bickerton
1
🔥 Free-to-play games was supposed to have won...right?
In 2025, nine premium games cleared 10 million downloads.
Apr 8
•
Wayne Bickerton
1
🚨 AppLovin just opened its platform to ecommerce brands. Buying the same in-app gaming inventory your UA team depends on
Self-serve launches H1 2026.
Apr 8
•
Wayne Bickerton
1
🚨The Trump administration is debating forcing Tencent to sell Riot Games, Supercell, and its Epic Games stake
Most coverage is treating this as a US-China tech story.
Apr 8
•
Wayne Bickerton
1
🔥 Mobile gaming UA creative is a $25 billion bottleneck. Sett just raised $30M to remove it
The round closed this week.
Apr 8
•
Wayne Bickerton
1
🚨 Africa's gaming market just hit $2.3 billion. 87% of it is mobile
*high skew towards iGaming/gambling
Apr 8
•
Wayne Bickerton
1
🚨 Meta and Epic add 1,700 gaming job cuts in one week
Epic Games let go of 1,000 people.
Apr 8
•
Wayne Bickerton
1
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