Mobile publishing is a beast of its own, built on speed, data, and above all, user acquisition. In this episode, host
Alexandra Takei, Director at
Ruckus Games, sits down with
Asi Burak, Chief Business Officer of Tilting Point, to unpack the future of mobile publishing and why UA financing has become one of the most talked-about trends in gaming today.
Tilting Point, a top 50 global mobile publisher, recently launched a
$150M UA fund this past March. In the past, TP made its name scaling live titles with marketing muscle and pioneering UA financing before it was industry standard. Today, that model has become mainstream. Asi explains how this structure works (non-dilutive, risk-sharing, and predictable) and why even large developers now see it as a smart capital allocation tool rather than just a lifeline for smaller studios. The conversation also covers ATT’s seismic impact on mobile, Tilting Point’s pivot from third-party publishing to 3rd party UA financing and first-party acquisitions, and how IP-driven strategies amplify UA effectiveness. We discuss what is attractive today in UA financing and how to effectively structure an organization to run two parallel investment pillars.
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