Digest or Die: Tripledot’s Big Gamble

Tripledot’s nearly $1B acquisition of Applovin’s studio collection appears to be a massive and leveraged gamble but reflects the shrinking pool of the hyper-to-hybrid publisher game of musical chairs. With the stroke of a pen, Tripledot’s revenue portfolio radically shifts from 1% IAP to being a majority. Meanwhile, Voodoo, Homa, and others undergo painful and…