Floods — Market Position, Sales & Proof#

The Mobile Gaming UA Problem#

Mobile gaming studios spend massive budgets on paid UA through Meta, TikTok, Google, and other ad networks. The structural problems:

• All publishers compete for the same ad inventory
• CPMs keep rising year on year
• Creative fatigue accelerates — same formats, same audiences
• Attribution is increasingly fragmented post-IDFA
• Diminishing returns on every dollar

Meanwhile, the organic feed — which represents 80% of user screen time — is wide open. No mobile gaming publisher currently owns it.

The math:

• The average user watches 9,000 organic videos per month
• Only 900 of those are ads
• That's 8,100 organic slots the entire industry is ignoring

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The Core Thesis#

When a brand becomes omnipresent in the organic feed, paid UA becomes structurally more efficient:

• CTR increases — users recognize the game from prior organic exposure, click paid ads more readily
• CPI decreases — familiarity reduces acquisition friction
• Blended CAC decreases — organic impressions supplement paid at a fraction of the cost
• Creative fatigue slows — organic content diversifies touchpoints across the funnel

This is not influencer logic. This is an infrastructure layer that amplifies every dollar spent on paid UA. When the game is already everywhere in the feed, every UA dollar hits harder.

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Unfair Advantage / Moat#

The network itself is the moat. Content is commoditized — anyone can make short-form gaming clips. But controlled organic distribution at the scale of 5–10 billion impressions per month is something no competitor has built in the gaming vertical.

Floods controls the content, the targeting, the frequency, the quality, and the compliance. This infrastructure took years to build. It is not replicable overnight.

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Industry Adoption — Who Already Got It#

Three industries have already adopted large-scale organic short-form distribution at scale. Mobile gaming is next.

Casinos — Stake#

Stake invested over $80M in organic short-form distribution in 2025. The casino industry floods TikTok, Reels, and Shorts with watermarked content everywhere. Floods has directly delivered for Stake and other casino brands.

CampaignViewsSpendCPMStake12.4B$5.04M$0.42Rainbet4.2B$2.14M$0.51

Creators — MrBeast → Vyro#

MrBeast built Vyro, a software dedicated to clipping and redistributing content across thousands of accounts. The biggest creator in the world understood that organic distribution is infrastructure.

Politics — Trump Campaigns#

Political campaigns weaponized organic short-form distribution to flood feeds with clips. It shaped public opinion at scale.

The gap: Mobile gaming hasn't adopted this layer yet. Floods is positioning to be the first to bring this infrastructure to gaming.

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Content Format — What It Looks Like in the Feed#

Floods content is entertainment-first. Game logos and gameplay footage are overlaid on organic entertainment content (cooking, sports, finance, animals, lifestyle). The content blends seamlessly into the feed, avoiding ad-blindness.

• Average watch time on Floods content: 80%
• Content is not labeled as advertising
• Audiences choose to watch it — it behaves exactly like organic content

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Key Proof Points — Quick Reference#

MetricValueContextNetwork scale10B impressions/monthOperational nowTotal delivered (all time)35.7B+ viewsAcross all verticalsCasino vertical validation$80M+ spent by Stake in 2025Industry adoption signalStake CPM achieved$0.42At 12.4B viewsRainbet CPM achieved$0.51At 4.2B viewsPrice advantage vs. paid20–25× cheaper$0.80 CPM vs. $15–25 CPM paid socialContent watch time80% averageHigh engagement signalOrganic videos per user/month9,000Only 900 are adsOfficial platform partnersMeta, Google, TikTok, SnapchatPlatform-level validationCollaborators50+Network breadthCPI impact↓ 33%$4.20 → $2.80CTR impact↑ 75%1.2% → 2.1%ROAS impact↑ 64%1.4× → 2.3×

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Long-Term Business Goal#

Build a mobile gaming organic distribution agency doing $2M/month revenue at 50% margin — approximately 25–30 always-on studio clients at $15K–80K/month each.

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B2B Communication Rules#

When creating any material for Floods — proposals, emails, pitch decks, VSL scripts, pilot frameworks — apply these rules without exception.

Audience: UA leads, CMOs, VPs of Growth, and Founders at mobile gaming studios. These are performance marketers. They are sophisticated, skeptical, and fluent in data.

Voice rules:

• Think like a senior mobile gaming UA strategist, not a generalist marketer
• Speak UA-native vocabulary: CPM, CPI, ROAS, CTR, blended CAC, creative fatigue, incrementality, geo-lift, attributed installs
• Be rigorous, realistic, honest — challenge weak assumptions before they do
• Never oversimplify — these buyers will see through it
• Never use influencer marketing logic — Floods is infrastructure, not talent relationships
• Never focus on vanity metrics — everything must tie back to UA performance impact
• Always anticipate skepticism toward non-attributed organic channels — acknowledge it head-on, then address it with data

Framing:

• Floods is not a replacement for paid UA — it is the layer underneath that makes paid UA work harder
• The ROI case is not "organic vs. paid" — it is "same paid budget, better blended performance"
• The model is closer to media buying logic than to influencer or creator marketing

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Usage Notes for Claude#

• When writing pitch copy, anchor on: (1) the cost delta (20–25× cheaper than paid), (2) the organic lift thesis (paid performs better after organic saturation), and (3) the industry adoption signal (casinos, MrBeast, political campaigns — gaming is next)
• When a CMO or VP UA will be skeptical, lead with the Stake/Rainbet numbers and the watch time metric (80%) — these are the two fastest credibility builders
• Proof metrics (CPI −33%, CTR +75%, ROAS +64%) are validated and safe to use in all outbound materials
• The "9,000 videos / 900 ads / 8,100 missed" framing is the core hook — use it early in every pitch asset