TWiG 234 500m Gamers on Tik Tok Can't Be Wrong / Supercell Unleashes the Flood

Over 500m Tik Tok users watch gaming content every month, according to Jen's recent trips on the conference circuit, and this audience is one that the crew things you should be building your game thesis around from day one! Detective Ethan is on the case making wild conjecture on who may have been the counter-party that suddenly pulled out of Embracer's $2b deal last week. Laura unpacks Voodoo's latest strategic shift from hypercasual to hybridcasual. Is there more to this rebranding than wordplay? Phil uses the recent announcement of Bungie's Marathon extraction shooter to explain his oft cited Game Thesis framework. The full crew dissects Flood Rush and Squad Busters, the two latest Supercell soft launch games aiming for that $1b+ a year brass ring. And Kress goes deep on Sony's Playstation Showcase event that featured Marathon, Spiderman 2, Assassin's Creed, Metal Gear, Alan Wake, Final Fantasy, the non-Vita Project Q handheld streaming device and of course, some VR games. This week was filled to the brim with news and, as ever, your loyal TWiG crew is here to digest it for you.