When we wrote about Epic Games in November, we estimated their 2023 revenue at $4.2B, down 19% from $5.2B in 2022, because of declining engagement...
TL;DR: Fortnite has made Epic Games $27B of high-margin revenue off in-app purchases, but growth has now gone negative with falling engagement and...
TL;DR: Discord’s growth slowed by a third in 2022 as crypto declined, in-person meetups picked up and COVID-era phenomena like social audio dropped...