Ivan Kim's questions to GDEV (GDEV) leadership • Q3 2021
Question
Ivan Kim from Xtellus Capital Partners inquired about the slower U.S. bookings growth for Hero Wars, the status of the company's entry into the Chinese market, the comparative payback periods of web versus mobile platforms, and the efficiency of marketing on iOS following the IDFA changes.
Answer
CBDO Anton Reinhold and CEO Andrey Fadeev addressed the questions. Fadeev explained that slower U.S. growth was due to a strategic focus on faster-growing Asian markets and that the U.S. is not yet saturated. Reinhold stated they are in the final stages of signing with a Chinese partner. Fadeev noted that web platforms have longer payback periods due to higher CPIs and higher lifetime value. Reinhold confirmed that post-IDFA marketing efficiency met expectations, with healthy cohort performance.