š„š©šØš¦Did Block Blast finally peaked? And why they added 7 more minigames??? š by Jakub Remiar
two & a half gamers Ā· 2026-07-15
š” Quick Take
1. Keep a close eye on Blockbustās DAU fluctuations after the May 28 store removal.
2. Watch the daily download volume trend ā from a 1.5āÆM peak to the current ~600āÆK range.
3. Recognize the rise of the competitor āColor Block Combo Blastā and its growing download rate.
4. Compare regional user distribution ā Blockbustās US DAU is tiny (~20āÆK) versus the competitorās ~50āÆK US downloads.
5. Analyze creative asset usage ā Blockbust runs ~5āÆK creatives, the rival runs ~4āÆK.
6. Leverage the new āMore Gamesā hub inside Blockbust, now featuring eight distinct titles.
7. Anticipate a possible autumn/winter āblitzā cycle similar to past December spikes.
8. Factor in monetization estimates ā Sensor Towerās $22āÆM monthly ad revenue may be conservative.
9. Position Blockbust against market leaders: behind Garena Free Fire (80āÆM DAU) but still in the topā5.
10. Note Brawl Starsā DAU volatility as a reference point for market dynamics.
11. Consider Potencusās premium directādeal ad network for higher CPMs.
12. Shift strategy from pure blockāmatching to a multiāgame hub to sustain engagement.
13. Understand that the brief store removal caused only a minor, nonāfatal DAU dip.
14. Remain uncertain whether Blockbust has truly peaked; monitor for future growth spikes.
š Detailed Explanation
1. The transcript shows Blockbustās DAU dropping from about 56āÆM to 50āÆM after the MayāÆ28 GoogleāÆPlay removal, then stabilizing around 50āÆM. This dip is described as ānothing tragic,ā indicating that the user base is resilient but still worth tracking for any further decline.
2. Download numbers peaked at 1.5āÆM per day in December (the āblitzā period) and have since settled to roughly 600āÆK daily downloads. The speaker notes a ādownscaledā pattern but emphasizes it isnāt catastrophic, suggesting the game still attracts a solid audience.
3. The competitor āColor Block Combo Blastā entered the market, showing a steady 250ā300āÆK daily downloads. Its growth is highlighted as a āvery important tidbit,ā signaling that it could erode Blockbustās market share if trends continue.
4. Regional analysis reveals Blockbustās US DAU is only about 20āÆK, while the competitor enjoys roughly 50āÆK US downloads per day. This disparity underscores Blockbustās reliance on tierā2/3 traffic rather than lucrative US users.
5. Creative inventory is another metric: Blockbust runs about 5āÆK creatives, whereas the rival maintains roughly 4āÆK. Both numbers are close, but the transcript suggests the quality and targeting of these creatives differ due to traffic composition.
6. A major product change is the addition of a āMore Gamesā button on the main menu, now exposing eight separate titles (FruitāÆMerch, Mayong, Sudoku, etc.). Previously, these games were hidden; now they are frontāandācenter, aiming to boost overall DAU by crossāpromoting titles.
7. Historical patterns show massive download spikes in December 2023 and again in December 2024. The host predicts a similar āautumn/winter blitzā could happen this year, based on those recurring cycles.
8. Sensor Tower estimates Blockbustās ad revenue at $22āÆM per month, translating to about $1āÆM per day. The speaker believes this figure may be low, given the gameās sustained DAU and highāvalue US traffic.
9. In the broader market, Garena FreeāÆFire sits at 80āÆM DAU, making Blockbust the fifth largest by DAU and fourth by downloads. This positioning highlights Blockbustās significance despite not being the topāranked title.
10. BrawlāÆStars is used as a comparative benchmark, fluctuating around 64āÆM DAU and showing a āusual up and down thing.ā Its recent decline contrasts with Blockbustās more stable numbers.
11. The sponsor Potencus is introduced as a premium ad network offering direct deals with major brands, promising higher CPMs and interactive ad formatsārelevant for publishers looking to boost revenue beyond programmatic rates.
12. By expanding into a multiāgame hub, Blockbust aims to āreinforce their DAU dominanceā and mitigate the ceiling of pure blockāmatching gameplay, mirroring strategies used by other adāheavy titles.
13. The temporary removal from GoogleāÆPlay caused a visible but modest DAU dip; the host asserts it ādidnāt have much of an impactā on the overall trajectory.
14. The final uncertainty expressed is whether Blockbust has truly peaked. The host notes that DAU and downloads peaked around March, before the store removal, and suggests future spikes could still occur.
šÆ Gaming Expert Opinion
From a metaāanalysis standpoint, Blockbustās current strategy reflects a classic āplatform diversificationā move. The core blockāmatching mechanic has likely reached a saturation point in tierā2/3 markets, so the addition of a visible āMore Gamesā hub is a smart way to keep users within the same app ecosystem, increasing session length and crossāsell potential. This mirrors the successful approach of titles like āBrawl Stars,ā which leverages multiple game modes to retain players.
The competitorās steady rise (Color Block Combo Blast) signals that the market is still receptive to fresh takes on the genre, especially if they can capture more US users. Blockbustās weak US presence (ā20āÆK DAU) is a vulnerability; leveraging Potencusās directādeal ad network could offset lower US traffic by monetizing higherāvalue impressions elsewhere, but a longāterm growth plan should aim to improve US acquisitionāperhaps through localized creatives or partnerships.
For player types, the original Blockbust appeals to casual, shortāsession gamers who enjoy quick puzzle fixes. The new multiāgame hub broadens the appeal to āvariety seekersā who prefer switching between different casual titles without leaving the app. This expansion is likely to attract a wider demographic, including those who might otherwise gravitate to larger ecosystems like Roblox.
Overall, the data suggests Blockbust is not yet at its peak. Historical āDecember blitzā cycles indicate that a wellātimed content or promotional push could reignite growth. Publishers should prepare for that by aligning creative assets, ad spend, and ināapp events with the anticipated seasonal surge. If they successfully convert the additional games into consistent DAU contributors, Blockbust could solidify its topā5 standing and possibly close the gap with giants like Garena FreeāÆFire.
Kanal: two & a half gamers