[HN Gopher] 'Angry Birds' company is about to be sold for $1B to...
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       'Angry Birds' company is about to be sold for $1B to Sega
        
       Author : achow
       Score  : 129 points
       Date   : 2023-04-16 11:03 UTC (11 hours ago)
        
 (HTM) web link (www.theverge.com)
 (TXT) w3m dump (www.theverge.com)
        
       | [deleted]
        
       | anon_cow1111 wrote:
       | Nine years ago the guy who made "Crush the Castle" did an ama on
       | Reddit and said it was "kind of flattering" that Angry Birds
       | completely ripped off his game and people enjoyed playing it. I
       | wonder if he still feels the same way.
       | 
       | https://old.reddit.com/r/IAmA/comments/1iu1ih/i_am_joey_betz...
        
         | paulpauper wrote:
         | 'my idea was stolen' pretty much describes the past 40 years of
         | tech, from the msdos days
        
         | ArtWomb wrote:
         | I'd like to open the floor, because many of us are coding away
         | at a game engine someplace.
         | 
         | What do you do, if you write a 2d physics library, and someone
         | makes a popular game. How do you retro-actively acquire the
         | licensing?
         | 
         | Prudent thing is I guess to take the time to get your IP in
         | order before launch. But it's extra difficult for cash strapped
         | solo indies ;)
        
         | TillE wrote:
         | That's how everything works. Literally every CRPG (and every
         | crappy mobile game with an XP/level mechanic) owes an enormous
         | debt to Dungeons & Dragons.
         | 
         | WotC is a big company, and D&D is bigger than it's ever been,
         | but like Diablo 4 is gonna net more profit than D&D makes in a
         | decade.
        
           | davemp wrote:
           | Yeah almost everything is iterative.
           | 
           | WotC is more like SEGA in this scenario though because they
           | only bought out D&D.
        
           | pdntspa wrote:
           | So, what, D&D owns fantasy or something? Ha ha.... no.
           | 
           | I don't recall Diablo ever messing about with THAC0 or D&D
           | specific rules. Cribbing "level up" mechanics is about the
           | same level as music sampling the amen break. An enormous debt
           | might be owed, sure, but the concept is a public good now and
           | said debt is uncollectable.
        
           | badsectoracula wrote:
           | > owes an enormous debt to Dungeons & Dragons.
           | 
           | And D&D owes to the wargames that preceded it.
           | 
           | Nothing exists in a vacuum.
        
           | lelanthran wrote:
           | > hat's how everything works. Literally every CRPG (and every
           | crappy mobile game with an XP/level mechanic) owes an
           | enormous debt to Dungeons & Dragons
           | 
           | And they owe almost everything to the lore from Tolkien's
           | middle-earth.
        
             | notahacker wrote:
             | And Tolkein would be the first to acknowledge all the
             | mythology he borrowed from and was inspired by...
        
         | philomath_mn wrote:
         | I mean the dynamics of the game alone didn't create the $1B
         | valuation, it was also the execution around marketing, brand
         | deals, movies, etc
        
           | dehrmann wrote:
           | Wordle sold for ~3M, and it had a user base.
        
             | tech234a wrote:
             | That's a more specific number than I've seen before, are
             | you extrapolating off of the "low seven figures" mentioned
             | in the press releases or was a more specific number
             | released?
        
               | dehrmann wrote:
               | I was working off "low seven figures." I suppose that
               | really means between $1M and $3M.
        
         | AuryGlenz wrote:
         | Way back in the day I had a flash games website. If I remember
         | correctly there was another game like Crush the Castle that
         | actually came first, though I can't remember the name now.
         | 
         | Anyways, it's not like Angry Birds didn't refine the formula.
         | The slingshot mechanic was better for touch screens, the
         | different birds types, and making the art cutesy.
        
       | bookofjoe wrote:
       | https://news.ycombinator.com/item?id=35584583
        
       | krabizzwainch wrote:
       | I think I'm more surprised that Sega even has $1B to spend...
        
         | cloudking wrote:
         | They made some of it from the Sonic movies, both of which I
         | personally enjoyed. Jim Carrey plays a legendary villain.
         | 
         | https://www.playstationlifestyle.net/2021/11/07/sega-talks-s...
         | 
         | https://www.forbes.com/sites/scottmendelson/2022/04/28/box-o...
         | 
         | A third movie is on the way.
        
           | jmrm wrote:
           | I won't be surprised if they used the Angry Birds IP to sell
           | another movie
        
             | cloudking wrote:
             | Sonic vs Angry Birds?
        
           | krabizzwainch wrote:
           | I definitely planned on watching both of these and just
           | completely forgot about them. They should just use this money
           | on a Dreamcast 2 instead!
        
             | toast0 wrote:
             | What would Dreamcast 2 bring for users _or_ Sega?
             | 
             | On the consumer side, I can only imagine it would be yet
             | another x86 based console, because what else is there to
             | do? Another samey controller, because once you add a right
             | analog stick, and left and right bumpers and a home button,
             | what do you have left to differentiate on? Can't even put
             | the cable on the wrong side anymore. I guess you could have
             | a nicer screen and just build it into the controller, but
             | that was hardly used last time.
             | 
             | On Sega's side, they're going to do all that R&D to make
             | the same thing as everyone else and then how are they going
             | to make the money back? Not on first party game sales.
             | Third party sales will be hard too, unless they have some
             | really strong pitch, but at this point, they're really a
             | new entrant, so who's going to port to the new guy's
             | platform, unless it's so amazing and underpriced that
             | everyone will want to buy it.
             | 
             | Might be nice if they can figure out how to make a mini-
             | dreamcast though. Depends on how many games they can get
             | licensees to sign up for though, I guess.
        
         | staticman2 wrote:
         | Wikipedia says Sega had about 186 million dollars worth of net
         | income in 2020.
        
         | buzer wrote:
         | It's likely that parent company (Sega Sammy Holdings) is the
         | one who is buying/financing it. Sega accounts for less than 10%
         | of their revenue.
        
         | BuyMyBitcoins wrote:
         | If Angry Birds is worth $1 Billion dollars, George Lucas sold
         | Star Wars for an absolute pittance at $4 Billion.
        
           | toyg wrote:
           | That was very much a "get this off my hands" sale. Lucas
           | wanted to retire from running the company, to leave the day
           | to day to others, so he'd be free to focus on the occasional
           | story elements inbetween caring for his new child. I reckon
           | the price was lower than it should have been, in exchange for
           | informal promises of letting him hang around at will. Which
           | they did, in fairness, although they ended up simply ignoring
           | what he'd say.
        
           | WastingMyTime89 wrote:
           | Yes, that's pretty much an agreed upon fact. Disney already
           | made the money back through the three main films alone.
        
             | anshumankmr wrote:
             | Not to be pedantic, but the net profit =/= revenue from the
             | movies. Even though the Sequel Trilogy was a financial
             | success, the net revenue was definitely lower than 5-6Bn
             | the movies earned.
             | 
             | Here's a source https://www.forbes.com/sites/carolinereid/2
             | 023/03/01/reveale...
             | 
             | But once you factor in toys for the movies and shows (and
             | other merch), DVD and Bluray sales,video games units sold
             | and microtransactions, theme park tickets, increased
             | subscriptions to Disney+ for marquee shows like the
             | Mandalorian etc. it probably has been made back, probably
             | with a multiplier.
        
               | dottrap wrote:
               | Lots of indies keep close track of Disney. Many of them
               | have a good understanding of the cost structures and
               | revenue splits, and every time somebody does a breakdown
               | of the numbers, Disney is bleeding red ink with the
               | Lucasfilm acquisition. It's a complete boondoggle for
               | Disney.
               | 
               | This is just one example breakdown of the numbers:
               | 
               | https://practicaleconomics.org/category/star-wars/
               | 
               | We also know that Disney+ is hemorrhaging tons of money.
               | Disney reported something like a $1.1 billion loss in
               | 2003-q1, and $1.5 billion loss the previous quarter. This
               | is like Disney sinking one of their cruise liners every
               | quarter. Neilsen streaming ratings have shown Star Wars
               | shows have completely fallen off and have failed keep
               | Disney+ competitive.
               | 
               | There are also tons of stories reported about how the
               | Star Wars toys have failed to sell, and retailers were
               | fire selling everything trying to get rid of the
               | merchandise.
        
       | morjom wrote:
       | Great, another Finnish success company being sold for no reason
       | to Sega of all things...
        
         | HopenHeyHi wrote:
         | [flagged]
        
         | pokepim wrote:
         | [dead]
        
         | Ekaros wrote:
         | I think cashing out might not be worst strategy with Angry
         | Birds.
         | 
         | It was somewhat early with Supercell, but with Angry Birds I
         | think getting money while possible is great idea.
        
         | speed_spread wrote:
         | Next, Nokian Tyres gets sold to a Chinese manufacturer of
         | shopping cart wheels.
        
       | pipeline_peak wrote:
       | Sega is pretty notorious for bad business decisions...
       | 
       | How is Angry Birds worth 1B, are we in 2013 with Fruit Ninja and
       | Temple Run?
        
       | pharmakom wrote:
       | Angry Birds really isn't a very interesting game. I never
       | understood the hype.
        
       | pcurve wrote:
       | oh boy, someone is laughing way to the bank... (and it's not
       | sega)
        
       | trollied wrote:
       | I actually downloaded the original Angry Birds a few weeks ago,
       | just for a little nostalgia trip. They've changed it & completely
       | ruined it with ads and other crap. Deleted it after a few
       | minutes. Was really disappointed. I _Paid_ for the game
       | originally. That 's the game I want to play. Utter joke that this
       | nonsense ever became acceptable.
        
         | xutopia wrote:
         | Old classics are being converted into shitty experiences...
         | mobile gaming is turning bad. It is just terrible now to play
         | on mobile
        
         | havblue wrote:
         | It sounds like a boiling frog problem: they could only monetize
         | the original idea so much and struggled to come up with
         | original ideas in mobile games. So all they could do is just
         | try harder to milk the original idea.
         | 
         | Apparently, there's still a billion dollars worth of merch and
         | micro transactions that can still be milked.
        
           | itronitron wrote:
           | >> there's still a billion dollars worth of merch
           | 
           | Our family has a rather nice Angry Birds carry-on suitcase. I
           | have to wonder what it will be worth in twenty years.
        
         | kroltan wrote:
         | Is it the actual original Angry Birds? (Now renamed "Red's
         | First Flight" or something like that)
         | 
         | IIRC they did this renaming switcheroo to get people into the
         | freemium+ads-supported version. The original was undercutting
         | their new monetization.
         | 
         | (Which don't get me wrong, is exceedingly scummy already. "The
         | original was undercutting their new monetization", AKA people
         | prefer to not have ads and annoying freemium if they know the
         | game is solid)
        
           | ctippett wrote:
           | This made me look to see if I could find the original Angry
           | Birds in my App Store purchase history. It's there, but its
           | been renamed "AB Classic" - I couldn't find it by searching,
           | so I had to scroll a loooong way down the list of apps until
           | I found it near the bottom. Its position in the list was
           | accompanied by other such classics as Flight Control, Doodle
           | Jump and geoDefense, none of which have (or had) ads. I don't
           | install or play games on my phone anymore.
        
             | selectodude wrote:
             | RIP Flight Control. I miss that game a lot.
        
             | _the_inflator wrote:
             | +10 for "I don't install or play games on my phone
             | anymore."
             | 
             | Same here. I gave me this rule: No games on phones or
             | private work computers, as well as no crap like Facebook. I
             | might expand this rule to other non-productivity apps as
             | well, since gaming on a phone is a time drainer and
             | distractor for me.
        
               | OscarTheGrinch wrote:
               | Bonus points if you have blocked your preferred web
               | distractions at the hosts file level. I still catch
               | myself about once a week mindlessly logging into
               | something while waiting for a process longer than 10
               | seconds to finish.
               | 
               | "Nuh-uh." - Hosts file
               | 
               | https://www.howtogeek.com/27350/beginner-geek-how-to-
               | edit-yo...
        
               | _the_inflator wrote:
               | Forgot about this one. Nice tip.
        
               | propogandist wrote:
               | this can be done with NetGuard (Android) or apps like
               | AdGuard Pro (iOs). Both function as VPNs and allow DNS
               | filtering (load custom host lists).
               | 
               | Essential software and should be the first app to be
               | installed on a device.
        
             | werdnapk wrote:
             | Netflix's games have no ads and have no annoying pop-ups...
             | it's the only stuff I download for my kids to play with.
             | Everything else is cluttered with too much junk for my
             | liking.
        
             | binkHN wrote:
             | > AB Classic
             | 
             | Wow. Couldn't even leave the words Angry Birds in the
             | title.
        
               | lostlogin wrote:
               | You need SEO for this crap.
               | 
               | Search engine obfuscation.
        
           | lotsofpulp wrote:
           | Apple Arcade still has a nice Angry Birds version with zero
           | ads or gambling mechanics or any other nonsense.
           | 
           | If it was not for Apple Arcade, I probably would restrict my
           | kids to playing Kerbal Space Program or the few games I know
           | that do not have all that garbage.
        
             | binkHN wrote:
             | Is there something like this for Android?
        
               | Ageodene wrote:
               | There's Google Play Pass.
        
             | theshrike79 wrote:
             | Apple Arcade is perfect for kids, you can let them install
             | any game from there and you can be a 100% sure there's no
             | predatory in-app purchases, subscriptions or ads.
             | 
             | The Netflix games are trying the same approach. Basically
             | they have games on the app stores but you can't play them
             | without an active Netflix subscription.
        
       | jbuhbjlnjbn wrote:
       | Angry Birds Android App was used to bulk collect user data.
       | https://www.entrepreneur.com/science-technology/the-nsa-is-u...
       | 
       | If you do not trust this specific source, there are plenty others
       | easy to find by search engine.
       | 
       | Unfortunate choice for Sega to acquire such a company.
        
         | mynameisvlad wrote:
         | > Please don't comment about the voting on comments. It never
         | does any good, and it makes boring reading.
         | 
         | https://news.ycombinator.com/newsguidelines.html
         | 
         | You also don't seem to have an earlier comment here that was
         | being downvoted.
        
           | jbuhbjlnjbn wrote:
           | I edited my post - better?
           | 
           | My earlier comment was downvoted in record time for stating
           | the same, so I made a new post. What's the reason to have
           | such a guideline? I suspect manipulative downvotes to silence
           | my opinion. Otherwise, why not comment and correct my
           | fallacies instead?
        
             | mynameisvlad wrote:
             | I mean it's explained pretty clearly in the second
             | sentence.
             | 
             | > It never does any good, and it makes boring reading.
             | 
             | People are here to talk about interesting topics. That you
             | are being downvoted is not a very interesting topic to
             | anyone but yourself. You pointing it out also isn't going
             | to magically make the downvotes go away.
             | 
             | > I suspect manipulative downvotes to silence my opinion.
             | 
             | It takes 501 karma to unlock downvoting. People aren't here
             | making dozens of accounts just to take away your fake
             | internet points.
        
               | jbuhbjlnjbn wrote:
               | I have read plenty of threads where completely legitimate
               | comments are downvoted to the point you cannot read them
               | anymore, it is the same for other users' comments. This
               | is not my personal ego trip. (and by the way, I make it a
               | habit to always upvote those comments independent of
               | content, just because I despise censorship through the
               | backdoor)
               | 
               | The reason why it still should be allowed to talk about
               | it is to hinder, or raise awareness of vote manipulation
               | in the comments.
               | 
               | "it is boring" is not a logical explanation, but maybe
               | that's just me.
        
       | notfried wrote:
       | They are still racking in the revenue, and have a solid business,
       | despite the Angry Birds dependency. Per their Q4'22 filing [1],
       | they had 1B in downloads and positive operating cash flow. Their
       | 2022 revenue from Angry Birds is also the highest year since it
       | launched. Their market cap is currently at 645M, so they're
       | exiting at a premium.
       | 
       | [1] https://investors.rovio.com/sites/rovio-
       | ir-v2/files/2023-04/...
        
         | mathgeek wrote:
         | Perhaps I am reading the report incorrectly, but isn't $6bln
         | the total IAP market revenue?
         | 
         | (Never mind, I see you corrected your post)
        
           | notfried wrote:
           | Yes, corrected. Thanks ;)
        
       | theshrike79 wrote:
       | The theory is that Sega made bank with the Sonic movies and the
       | Angry Birds movies were the least crap movies based on games for
       | a LOOOONG time - the second one still has 73% rating on Rotten
       | Tomatoes.
       | 
       | A streak broken only by this year's D&D movie (90% RT + "fresh"
       | rating)
       | 
       | This way Sega gets its foot in the mobile gaming door and also
       | gets the people who made the Angry Birds movies and TV show(s) on
       | their payroll.
        
         | jbuhbjlnjbn wrote:
         | >the second one still has 73% rating on Rotten Tomatoes.
         | 
         | Using Rotten Tomatoes as a legitimate measure of quality, you
         | need to use the inverse value of their score.
        
       | nobrains wrote:
       | Relevant documentary about Angry Birds and its journey to a much
       | higher valuation, and now _down_ to $1B:
       | https://youtu.be/VEVLHtzFle4
        
       | xaduha wrote:
       | Any copyright and/or trademark experts around? It says here that
       | previously Sega owned Alpha Protocol trademark has expired. Does
       | that mean anyone can just use it? I know that the setting was
       | generic as hell, but still.
       | 
       | https://en.wikipedia.org/wiki/Alpha_Protocol#cite_note-62
        
         | zerocrates wrote:
         | The trademark is just the name. Setting, story, characters,
         | etc. would be covered by the copyright and unaffected by a
         | trademark expiration.
        
           | xaduha wrote:
           | A pity. Sega hates this game for some reason, you can't even
           | buy it on Steam anymore.
        
             | zokier wrote:
             | "Some reason" might be 72/64/63 (PC/PS/XB) Metacritic
             | scores and poor sales ("The game's slow sales contributed
             | to Sega's lower-than-expected financial results in the
             | three months ending on June 30, 2011")?
        
               | xaduha wrote:
               | Very bad first impression is what this game excels at,
               | but it gets better. In any case that's in the past and it
               | looks like their music rights expired, that why it was
               | pulled from Steam, not because of some special kind of
               | malice to an old game. Situation still sucks though.
               | 
               | https://www.gamesindustry.biz/segas-rights-as-publisher-
               | of-a...
        
       | jeffreportmill1 wrote:
       | Did they ever make things right with the creator of Box2D?
       | 
       | https://techcrunch.com/2011/02/28/creator-of-angry-birds-phy...
        
         | karlshea wrote:
         | Your own link answers the very question you asked.
        
           | Salgat wrote:
           | All they say is "we acknowledge it uses Box2D and we'd be
           | happy to discuss it with the creator later". There's no
           | follow-up, which I'm curious about too since one of the
           | questions raised was whether Rovio would consider supporting
           | the project.
        
             | Jare wrote:
             | He's been credited for Box2D in many games, including a
             | number of Angry Birds iterations. They sit nicely along all
             | the work on Blizzard's physics technology across all their
             | games. https://www.mobygames.com/person/221583/erin-
             | catto/credits/
        
       | solarkraft wrote:
       | At their hight, when the popularity was near endless, they could
       | probably have sold for many billions to some of the big players
       | (Microsoft?).
       | 
       | But what do they do now? Sega must have some big revitalization
       | plans. I'm not saying that it can't work, but I don't quite see
       | it at this point.
       | 
       | Data point: I was at an AR (kind of) golf venue and they offered
       | an Angry Birds mode (which they were really proud of). I thought
       | it was pretty bad.
        
         | HPsquared wrote:
         | One-hit wonder?
        
           | moogly wrote:
           | Certainly a one-IP-hit wonder. Amazing Alex was a flop,
           | wasn't it?
        
           | mcphage wrote:
           | Bad Piggies was one of my favorite games, ever.
        
           | anshumankmr wrote:
           | Angry Birds (and its sequel) as well as Angry Birds: Star
           | Wars were absolute hits, I think.
           | 
           | Bad Piggies was also fantastic.
        
           | tough wrote:
           | Angry Bids
        
           | NBJack wrote:
           | I prefer to go for the multi-hit, but the blue ones don't
           | have enough inertia.
           | 
           | In all seriousness, mobile gaming is an extremely crowded
           | market. To their credit, they capitalized on their early
           | success and did what they could to build what appears to be a
           | franchise. And the first movie wasn't all that bad!
        
         | mathgeek wrote:
         | Possibly. Their annual revenue [0] seems to be peaking in the
         | low-to-mid ~six~ nine digits.
         | 
         | [0] https://www.statista.com/statistics/1249220/rovio-revenue-
         | se...
        
           | oezi wrote:
           | 9 digits? 300m EUR in 2022.
        
             | mathgeek wrote:
             | Yep, should have had coffee before posting. Corrected and
             | thanks!
        
         | dgellow wrote:
         | > But what do they do now?
         | 
         | I mean, look at this:
         | https://en.wikipedia.org/wiki/Rovio_Entertainment#2009%E2%80...
         | 
         | They have 2 released Angry Birds movies, 11 TV series, non-stop
         | game releases for the past decade. They seem to be doing a lot
         | of things.
        
       | _the_inflator wrote:
       | As a developer, the best thing to say about Angry Birds is, that
       | is put box2d on my map. I extensively used box2d within the
       | LibGDX framework.
       | 
       | And yes, there is a story around not giving credit to the
       | inventor of box2d: https://techcrunch.com/2011/02/28/creator-of-
       | angry-birds-phy...
        
       | m3kw9 wrote:
       | They took investments and then didn't know how to spend it, as
       | you can see they spent it on crap. Maybe it the Ip was just way
       | over valued.
        
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