you know revenue that grows with new installs coming down that only happens if the players already in the game are staying and spending more and so in terms of durability I think you'd agree that's about as clean a read on durability as you get. Sequential revenue in a live game is what you earn from the players you bring in the quarter plus the carryover right from every cohort you've acquired and in a mature title that carryover base is the majority of the revenue. Think or titles like Bingo Blitz, Slaughter Mania, and June's Journey. It's most of the revenue and it's very stable. That's what a deep cohort base does. And you have basically the advantage of the cohorts you've built over time when you've been running a game for several years. Disney Solitaire is only 15 months old. It launched last year. Global launch was April of last year. It doesn't yet have that base because we're still building it. When we take marketing investment down, you don't have enough carryover underneath it to fully offset it. That's why we expect total revenue to step down sequentially. From our point of view, that's not the game weakening. It's a young title behaving like a young title. To put a little bit more of a finer point on it, we're reducing overall super play marketing investment by roughly 70% in the second half versus the first half. But in terms of the revenue decline that we expect, it's nowhere close to that, right? And so that step down also is concentrated in Disney Solitaire, which carries the largest single reduction in user acquisition spend. But coming back to then sort of the crux of your question, as we've previously discussed, the front load of spend is due to the earn-out framework. The SuperPlay earn-out is measured on a full-year basis, and it carries two conditions. Year-over-year revenue growth and margin expansion. Now, when the objective is defined that way, the efficient path is to invest early, so the revenue you build compounds across the remaining months of the year, and then you step down so the margins come through in the back half. The reason we emphasize the positive adjusted EBITDA contribution of Superflay in the second quarter was when you saw our Q1 print and you saw an adjusted EBITDA number with margins in the 16, 17%, which is obviously much lower than what you're used to seeing. Again, that's a function of the growing growth of the Super Play games in our portfolio. It's margin diluted this year, but we're okay with that. We set up the earn-out framework intentionally in a way where you can't just spend your way to growth. There's different ways to grow a game. We've spoken in the past about how each game has a natural ceiling. Right now, frankly, we don't know the full potential of Disney Solitaire. We're going to keep on growing this game, but we're going to do it in a way that's profitable. That's the path that we've taken. That's the path that we chose when we structured the deal in the first place when we acquired Superplay. There's continued investment. Now, just because we're decreasing user acquisition spend in the second half, that doesn't mean we're not investing in the game, right? The product roadmap is unchanged. We have new gameplay modes and content that will continue to ship in the third quarter and the fourth quarter. So again, I think it's a matter of us building and scaling this game in a profitable way. The point that I would just emphasize and leave you with is that we want to do it in a way where we're focused on retention, we're focused on monetization. The consequence is that because of the framework of the earn out, some of the quarterly acquisition cohorts will be lumpy. You're seeing some of the quarterly variability, but on an annual basis, this matters much less. And so I just emphasize the point that we had in our prepared remarks, which is that we're asking that you judge these titles on their full year growth and full year margin because we do see potential here.

Thank you. Your last question comes to the line of Albert Kim with UBS. Your line is now open.

Hey, thanks for taking the question. Just a quick follow-up on the outlook. Any color on how much of the change in the update relates to Super Play versus performance in the Legacy games? And just on the D2C side, the mix has been kind of strong towards the 40% mix you previously talked about reaching in a few years. Can you provide any updated thoughts on that longer-term target and what kind of the upper limit on the penetration is in your view? Thank you.

Thanks for the question, Albert. You know, the 39% number, that's the number in aggregate. So if you look at it on a game by game basis, naturally, you're going to have certain games that have DTC penetration that is higher than the overall number. And we also have games where it's lower than that number. and that really becomes a function of how long we've had DTC. So DTC is a multi-faceted platform, right? It's not just one channel. There's different ways to generate DTC revenue. And so each game, as it is at a different place in the life cycle of the game, same thing when it comes to DTC. So it's a function of what initiatives a studio is prioritizing, and so there's going to be continuous sort of natural upside as across the games DTC begins to become sort of a larger part of each game sort of revenue mix. We're not giving a updated target today. I think the point that we can emphasize is that it continues to be something that defends our margin. We intentionally prioritized this last year. That's why you're seeing the rapid ramp up you've seen over the last 12 months and it's a key part of our strategy going forward. In terms of the guide, I think we've sort of already addressed that question of the different components. So I won't be breaking out exactly what is driving what. But again, we're reaffirming the range, just to emphasize that point. But we are pointing you towards the bottom end of that, given what we see in terms of the outlook for the rest of the year.

Okay, thank you. This concludes the question and answer session. Thank you for your participation in today's conference. This does conclude the program and you may now disconnect.