{"podcast":{"title":"Deconstructor of Fun","slug":"deconstructor-of-fun-223878","podcast_index_feed_id":223878,"rss_url":"https://anchor.fm/s/500026c/podcast/rss","website_url":"https://www.deconstructoroffun.com","image_url":"https://d3t3ozftmdmh3i.cloudfront.net/staging/podcast_uploaded_nologo/738867/738867-1707997600386-9686d82cf1bc9.jpg","author":"Deconstructor of Fun","episode_count":823,"summary":"Deconstructor of Fun podcast is created by games professionals for games professionals. We explore the business side of the games industry with the goal of bringing listeners content that is relevant, insightful, and entertaining on a weekly basis. Hosts: Michail Katkoff www.linkedin.com/in/michailkatkoff/ Eric Kress www.linkedin.com/in/erickress/ Phillip Black www.linkedin.com/in/phillip-black-economist/ Jen Donahoe www.linkedin.com/in/jenniferdonahoe","last_synced_at":"2026-09-14T22:20:05.879573+00:00","page_url":"https://stenobird.com/podcast/deconstructor-of-fun-223878"},"episode":{"title":"340. The $12B+ Mobile Ad Market: Sensor Tower's First-Ever Deep Dive","slug":"340-the-12b-mobile-ad-market-sensor-tower-s-first-ever-deep-dive","published_at":"2026-08-03T10:30:21+00:00","page_url":"https://stenobird.com/podcast/deconstructor-of-fun-223878/340-the-12b-mobile-ad-market-sensor-tower-s-first-ever-deep-dive","show_page_url":"https://stenobird.com/podcast/deconstructor-of-fun-223878","url":"https://podcasters.spotify.com/pod/show/deconstructoroffun/episodes/340--The-12B-Mobile-Ad-Market-Sensor-Towers-First-Ever-Deep-Dive-e3mt88t","audio_url":"https://anchor.fm/s/500026c/podcast/play/123690717/https%3A%2F%2Fd3ctxlq1ktw2nl.cloudfront.net%2Fstaging%2F2026-7-3%2F429115481-44100-2-b8e96117863fc.mp3","summary":"After years of saying not yet, Sensor Tower finally estimated mobile ad revenue, and the number is $12 billion for 2025.Josh Chandley and Sensor Tower's lead gaming insights analyst Sam walk through how the estimates were built and why $12 billion is a conservative floor. We get into why puzzle pulls more than half of all gaming ad revenue, how AppLovin keeps eating share while smaller networks shrink, the non-gaming advertisers like Temu, Shein, and finance apps flooding into gaming inventory, and why AP-focused hybrids out-earn ad-first hybrids by 4x.CHAPTERS: 00:00 Why Ads Were Opaque01:07 How Sensor Tower Models Ads02:31 The 12 Billion Headline04:00 Coverage Countries Networks06:07 Ads Versus IAP D2C08:52 Non Gaming Demand Surge12:55 Network Share Winners15:15 AppLovin Take Rate Debate19:04 Puzzle Dominates Ad Revenue26:17 Hybrid Casual Economics30:25 Studio Strategy And Wrap","meta_description":"After years of saying not yet, Sensor Tower finally estimated mobile ad revenue, and the number is $12 billion for 2025.Josh Chandley and Sensor Tower's l…","key_points":[],"chapters":[],"topics":[],"duration_seconds":1941,"processing_state":"not_requested","actions":[{"name":"request_transcript","method":"POST","url":"https://stenobird.com/v1/public/podcasts/deconstructor-of-fun-223878/episodes/340-the-12b-mobile-ad-market-sensor-tower-s-first-ever-deep-dive/transcription-requests","description":"Idempotently request low-priority transcript generation for this episode."},{"name":"read_markdown","method":"GET","url":"https://stenobird.com/podcast/deconstructor-of-fun-223878/340-the-12b-mobile-ad-market-sensor-tower-s-first-ever-deep-dive.md","description":"Read the agent-friendly Markdown representation of this episode resource."}]}}