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Co-founder @ Makeshift, the talent agency for Roblox, Fortnite, & Minecraft devs | ex-MrBeast, MA Cambridge | Posts about UGC creators, games, & content
Last weekend will go down as one of Fortnite's greatest. Here's why: This Friday, Epic Games games launched Fortnite Remix, a call back to the game's 2nd season & succesor to last year's OG update (based on Season 1). Everyone knew it would be a huge, but wondered if it could match OG's... 📈 44.7 million DAU on launch day 👤 Record 100+ million MAU in November 🎤 11.6 million peak CCU for Eminem concert 💰 75% bump in 6-month creator pay outs ($120m → $200m) But Remix has already delivered. Fortnite hit 9.8m CCU (up from OG's 6.2m launch) as Snoop Dogg & Ice Spice hosted a surprise Time Square concert simulcast to players in game. Another 10+ million were watching on YouTube & TikTok. Battle Royale reached a record 6.5m CCU. And to cap it all off, one of the most long awaited updates went live — a Discover overhaul from the UI & Creative teams. Each of these is major news. All of them together? Insane. 𝗔 𝗳𝗲𝘄 𝘁𝗵𝗼𝘂𝗴𝗵𝘁𝘀... ⛽ Nostalgia is like fossil fuel 🦖 ...something you can't make in the moment, and always wish were in deeper supply. Fortnite showed with its OG season that interest in the game's origins could drive major growth — but the question was how they would replicate that success. Can you throw back to Season 1 once a year? Do later seasons hold the same appeal? Records are historic in the moment, then forgotten as soon as they're broken again. But 2024 will go down as the year Fortnite caught ⚡ twice — and we should all be betting on them again next November. 👾 2024 pay outs will likely hit $400+ million 💰 At Unrealfest, we learned there was $479 million paid out to creators to date: $120 million... Mar → Oct 2023 $200 million... Oct → Mar 2024 $159 million... Mar → Oct 2024 So we saw +33% YoY growth, but were left wondering if the same +75% bump from Mar → Oct vs Oct → Mar last year could hold, putting us at ~ $425 million for 2024. After this weekend, it's clear we'll see a similar bump in engagement Q4, meaning that jump in pay outs should follow. $400+ million is likely... 🎤 The concert could hit 13+ million — mobile could mean 50+📱 9.8 million CCU is already the 3rd highest in Fortnite's history, after the Eminem concert in 2023 (11.6m) & Travis Scott in 2020 (12.3m). Still, it's the concert at the end of the season where we'll see the big peak, which could be the first time any platform breaks 13+ million CCU. And remember: Fortnite is largely doing this without mobile, when, by comparison, about 78% of Roblox players are on phones. As Epic Games returns to app stores this next year, is it possible the player base could 3-4x? Will a 50+ million virtual event one day happen? Hats off to all the teams Epic Games (and my condolences to infra). Seems like only last year folks were wondering if games could match COVID highs — great to see Roblox & Fortnite both doing it side by side.