India went from game download capital to micro-drama streaming capital. Its the Same curve, with a new wrapper.
Micro-drama has D1 retention 27%. D30 ~2%. D90 ~1%.
US ARPDAU from $2.50+ down to under $0.50.
US and Japan downloads plateaued, so UA shifted to India, Indonesia, Brazil.
The Indian download spike is an act to please investors, rather than focus on India as a market; India is more of a metric to them than a market. (That’s another story to brainstorm).
Isn’t it the same biz metric as hyper-casual games: LTV, stickiness, session length, retention
Hotstar’s tadka and Amazon MX Player’s fatafat are jumping in. Classic laggard move: rent a new audience to stretch your late-maturity stage.
When you say Micro-drama absorbs hypercasual gamers’ attention I agree, But You cannot fill a games-sized revenue hole with 1% D90 retention.
tCARe, Cartic P
/ iCartic.com
