Updated Digital Bro Financials

@Phumade said:
Here the link to the updated financial reports
https://digitalbros.com/investor-relation/documents-and-results/financial-documents/

From the March 31 report. (page 16)

Free-to-Play revenue amounted to Euro 10.2 million, down by 27.5% compared to the first nine months of the
previous fiscal year. The video games published by the subsidiary 505 Go! have been upgraded to a new game
engine starting from the previous fiscal year. This will enhance the performance of the live support activities by
allowing further reaching and more complex event updates, together with easier and more frequent promotional
activities. The upgrade will also support localization into additional languages, expanding the game’s player base
to a global audience. As of the reporting date, the game is primarily available in English and, to a lesser extent, in
major Western languages, with most revenue generated in the U.S.. The software upgrade to Unity is being
finalized with the new version currently in test, with a global launch expected in Q4 of the current fiscal year

Curious to see what further reaching and more complex means. In any case they told their bosses Q4 release this year.

Q4 of "Fiscal Year, not Calendar"

I don’t know how you power creep Samjuggs without getting truly ridiculous, nor do I believe some bump in 5* power would convince whales to spend thousands of dollars.

Maybe you’re being facetious.

If you’re someone with lots of 550s odds are you’re sitting on tons of pulls right now and are well positioned to 550 the next meta 5 (if one comes along). Generally speaking if you get one a year that’s a lot, so we would see one next in 2026 or maybe late 2025.

The current Latest group ain’t it and neither is Rescue. There are some decent ones etc but no one would spend huge sums to 550 them. So anyone focused on meta 550s can safely hoard.

The funny thing is the real true metas are ascended 4s which can indeed probably get some spending but the newest meta 4-5 is M’baku from 2023. The other 2-3 of them are all much much older.

The only way to “force” big players to spend would be to utterly abandon the general design philosophy and go all in on a constant power creep release plan and odds are that just forces a whole bunch of players out.

To believe this game will rebound financially significantly is probably wearing the thickest of rose colored glasses.

They broke the whales’ spending habits (and playing habits, I believe, for some) in December and the longer that continues the less likely it is they’ll ever get back into those habits. Sitting back, letting resources accumulate is stupidly easy for big rosters and why spend large sums of money if that’s true?

Wait, hang on...all of the "whales" (LOL) have completely stopped all spending, since like January. The most important players, the ones who keep the game alive, the biggest source of revenue (because anyone who doesn't buyclub is a casual who doesn't matter) have set their spending to $0...

...and revenues are down 27%?

I'm not spending THAT much extra!

Obviously 27% is significant, and probably enough to kill the game, but that is a fantastically small number in relation to how these folks think about themselves. Awesome!

@KGB said:

@bluewolf said:
I don’t know how you power creep Samjuggs without getting truly ridiculous, nor do I believe some bump in 5* power would convince whales to spend thousands of dollars.

The only way to “force” big players to spend would be to utterly abandon the general design philosophy and go all in on a constant power creep release plan and odds are that just forces a whole bunch of players out.

What about raising the level cap on 5 star characters?

Say raise it from 550 to 600 and called it '5 star ascension'. Since it's an ascension it wouldn't be 1 cover = 1 level but instead make it 4-1 (like how ascended 4s take 4 covers to get one 5 star level). So it would take 200 covers to go from 550 to 600 and make the champ rewards for those 50 levels even more generous than normal 5 champ rewards.

Gives the whales something to shoot for since a boosted 600 would be amazingly strong.

KGB

I voiced the same idea, just without extra levels, more like Prestige levels that give rewards but won’t make the char stronger

@bluewolf said:
They broke the whales’ spending habits (and playing habits, I believe, for some) in December and the longer that continues the less likely it is they’ll ever get back into those habits. Sitting back, letting resources accumulate is stupidly easy for big rosters and why spend large sums of money if that’s true?

I like to think i am a rational spender. I stopped vip but spent when 3* namor bundle was in the store.

Some of deals lately are utter garbage. I like to hope this is because, they mentioned they adjusted some of the vaults for balancing purposes, and these garbage vaults mean better vault for anniversary and Christmas. Could be wishful thinking on my part.

Another reason, I am not spending is the amount of cheese teams they have released, in my mind there is no reason for me to take someone to 550 or 600 or 700.

Also since the introduction of wins in pvp, I care less and less about shielding, hence I am sitting on so much HP. Which has made me spend even less on HP bundles. I think wins in pvp has had alot unintended consequences. I only shield for the milestone quest once that is complete I doubt I would ever shield.

Re: revenue drop, my own recording shows that the current spending is down more like 50% or more from 2+ years ago. Last year it dropped like 20% from the year before.

I dunno if that’s “ok” with them or not.

The number of whales and buy clubs were already down significantly and most people playing don’t need to spend much if they do. Right now the average I’m seeing is basically if half the players spent $20-25 a month on average.

I am sure they could do things like scale up the top end further (well, I don’t know how easy that is to just actually code etc) but that’s just basically saying people need to spend money to keep doing the same thing (fighting other whales with Samjuggs and mbaku teams) and I’m not sure how well that would would really work and it’s not exactly exciting feeling. Feels more manipulative. Pve wouldn’t be any faster unless they implemented some kind of rebalancing there.

One of the game’s primary challenges is it relies on habits of players to keep going and they disrupted a bunch of habits around spending after they created super easy turn 0 pve teams and now they’ve created 2 brainless PvP auto win teams.

I don’t think a great argument for spending would be “give us another $500 to keep using the same teams you’re already using” especially since it would be a very short term injection of cash.

Not to be all doomer but I mean we’ve been playing this game for 11 years and 8 months and like it’s kind of hard to think it’s really got a lot of gas left in the tank.

If anyone is wondering I spent more than $25 in April and May…

Makes for grim reading for sure.
Let's hope with the new engine it will make things improve.
Although I can't remember when I threw some actual money into the game, I'd probably say I spent more on avengers alliance on Facebook. That game was pure dopamine.

Hasn't the entire game industry gone through a slump since the pandemic? Peoples disposable income has been stretched for years now among an entertainment market with ever more choice. Also this is a very old game.