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DoubleDown Interactive's Faith Price on D2C growth, ageing apps and the real cost of AI

Summary

Direct-to-consumer has moved from a side channel to the centre of the social casino business and few companies illustrate that shift more clearly than DoubleDown Interactive. The NASDAQ-listed publisher reported D2C revenue of $40.5 million in Q2 2026, up from $10.7 million a year earlier, taking D2C to 52.4% of total social casino revenue against 15.4% in…

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