Haven't followed Glu's stock but dug a little into their financials earlier today. TSB is only about 20-25% of their revenue. So while a big part of the biz, not really overly dependent on it.It's interesting how much money they are spending on user acquisition / marketing. That expense almost doubled year-over-year for Q3 while revenues didn't grow that much. Revenue growth is probably slowing from existing users, so they are trying to add users (more importantly paying users), which is not cheap.
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