the state of mobile games 2015: mobile gaming usa
TRANSCRIPT
THE STATE OF MOBILE GAMESMOBILE GAMING USA
STEPHANIE LLAMAS, SENIOR ANALYST
2015
| Playable media & games market research
#MGUSA15 @STEPHINANERS @_SUPERDATA
| Playable media & games market research
#MGUSA15 @STEPHINANERS @_SUPERDATA
29 COUNTRIES
MARKET-LEVEL DATA
| Playable media & games market research
#MGUSA15 @STEPHINANERS @_SUPERDATA
MARKET-LEVEL DATA 4 KEY METRICS 6 GAMING SEGMENTS 10 YEARS OF DATA
29 COUNTRIES
| Playable media & games market research
#MGUSA15 @STEPHINANERS @_SUPERDATA
MARKET-LEVEL DATA
50 CONTRIBUTING PUBLISHERS
4 KEY METRICS
450+ UNIQUE TITLES
6 GAMING SEGMENTS
37MM UNIQUE PAYING USERS200MM+ TRANSACTIONS
10 YEARS OF DATA
29 COUNTRIES
| Playable media & games market research
#MGUSA15 @STEPHINANERS @_SUPERDATA
Stephanie Llamas Senior Analyst, Consumer Insights
| Playable media & games market research
#MGUSA15 @STEPHINANERS @_SUPERDATA
| Playable media & games market research
#GMEU15 @STEPHINANERS @_SUPERDATA
MOBILE GAMES MARKET SIZE
| Playable media & games market research
#MGUSA15 @STEPHINANERS @_SUPERDATA
2015E DIGITAL GAMES MARKET
WORLDWIDE
$63.1 BILLION
| Playable media & games market research
WORLDWIDE
$63.1 BILLION
2015E DIGITAL GAMES MARKET
#MGUSA15 @STEPHINANERS @_SUPERDATA
MOBILE MARKET SHARE
39%
2013 2014 2015E 2016E
$24.6B 2015E worldwide mobile games revenue
MOBILE GAMES MARKET
| Playable media & games market research
#MGUSA15 @STEPHINANERS @_SUPERDATA
2013 2014 2015E 2016E
$24.6B 2015E worldwide mobile games revenue
MOBILE GAMES MARKET
+48%+23%
+8% +7%
| Playable media & games market research
#MGUSA15 @STEPHINANERS @_SUPERDATA
2013 2014 2015E 2016E2013 2014 2015E 2016E
$24.6B 2015E worldwide mobile games revenue
34% 2015E western market share of mobile revenue
MOBILE GAMES MARKET
| Playable media & games market research
#MGUSA15 @STEPHINANERS @_SUPERDATA
2013 2014 2015E 2016E2013 2014 2015E 2016E
$24.6B 2015E worldwide mobile games revenue
34% 2015E western market share of mobile revenue
MOBILE GAMES MARKET
40% in 2013
| Playable media & games market research
#MGUSA15 @STEPHINANERS @_SUPERDATA
2013 2014 2015E 2016E2013 2014 2015E 2016E
$24.6B 2015E worldwide mobile games revenue
MOBILE GAMES MARKET
34% 2015E western market share of mobile revenue
54% 2015E Asia market share of mobile revenue
40% in 2013
| Playable media & games market research
#MGUSA15 @STEPHINANERS @_SUPERDATA
2013 2014 2015E 2016E2013 2014 2015E 2016E
$24.6B 2015E worldwide mobile games revenue
MOBILE GAMES MARKET
34% 2015E western market share of mobile revenue
54% 2015E Asia market share of mobile revenue
40% in 2013
49% in 2013
| Playable media & games market research
#MGUSA15 @STEPHINANERS @_SUPERDATA
2013 2014 2015E 2016E2013 2014 2015E 2016E
$24.6B 2015E worldwide mobile games revenue
MOBILE GAMES MARKET
34% 2015E western market share of mobile revenue
54% 2015E Asia market share of mobile revenue
| Playable media & games market research
#MGUSA15 @STEPHINANERS @_SUPERDATA
ASIAMAU
WEST
2013 2014 2015E 2016E2013 2014 2015E 2016E
$24.6B 2015E worldwide mobile games revenue
MOBILE GAMES MARKET
34% 2015E western market share of mobile revenue
54% 2015E Asia market share of mobile revenue
+22% YoY 2016E
+3% YoY 2016E
ASIAMAU
| Playable media & games market research
#MGUSA15 @STEPHINANERS @_SUPERDATA
WEST
| Playable media & games market research
#MGUSA15 @STEPHINANERS @_SUPERDATA
MOBILE
SOCIAL
F2P MMO
DIGITAL PC
DIGITAL CONSOLEP2P MMO
2%3%
3%8%
37%
46%2015E
ASIA DIGITAL GAMES MARKET
| Playable media & games market research
#MGUSA15 @STEPHINANERS @_SUPERDATA
SOCIAL
F2P MMO
DIGITAL PC
DIGITAL CONSOLEP2P MMO
2%3%
3%8%
37%
46%2015E
3%3%3%7%
39%
45%2016E
MOBILE
ASIA DIGITAL GAMES MARKET
3%2%4%7%
40%
44%2017E
2%2%3%6%
41%45%2018E
| Playable media & games market research
#MGUSA15 @STEPHINANERS @_SUPERDATA
ASIA MOBILE GAMES SPENDING AND CONVERSION
ASIA
N.A.April
$25.88
$31.78
| Playable media & games market research
#MGUSA15 @STEPHINANERS @_SUPERDATA
ASIA MOBILE GAMES SPENDING AND CONVERSION
ASIA
N.A.
April
$59.75
$53.66
$19.18CN
KR
JP
April
$25.88
$31.78
| Playable media & games market research
#MGUSA15 @STEPHINANERS @_SUPERDATA
ASIA MOBILE GAMES SPENDING AND CONVERSION
ASIA
N.A.
April
$59.75
$53.66
$19.18CN
KR
JP
0 0.016 0.033 0.0495.20%
3.30%April
$25.88
$31.78
April
0 0.018 0.035 0.053 0.07
6.5%
5.0%
2.9%
| Playable media & games market research
#MGUSA15 @STEPHINANERS @_SUPERDATA
ASIA MOBILE GAMES SPENDING AND CONVERSION
ASIA
N.A.
April
$59.75
$53.66
$19.18CN
KR
JP
0 0.016 0.033 0.0495.20%
3.30%April
$25.88
$31.78
JAPAN
S. KOREA
CHINA
REST OF ASIA
4%
10%
39%47%
| Playable media & games market research
#MGUSA15 @STEPHINANERS @_SUPERDATA
2015E ASIA MOBILE GAMES MARKET SHARE
| Playable media & games market research
#MGUSA15 @STEPHINANERS @_SUPERDATA
EMERGING SMARTPHONE PENETRATION IN ASIA
| Playable media & games market research
#MGUSA15 @STEPHINANERS @_SUPERDATA
EMERGING SMARTPHONE PENETRATION IN ASIA
18% +107%
22% +62%
| Playable media & games market research
#MGUSA15 @STEPHINANERS @_SUPERDATA
EMERGING SMARTPHONE PENETRATION IN ASIA
18% +107%
22% +62%
Rest of Asia Mobile Growth
+143% 2015E-2018E
| Playable media & games market research
#MGUSA15 @STEPHINANERS @_SUPERDATA
MOBILE LANDSCAPE IN ASIA
•GROWING USER BASE
| Playable media & games market research
#MGUSA15 @STEPHINANERS @_SUPERDATA
MOBILE LANDSCAPE IN ASIA
• GROWING USER BASE
•HIGH SPENDING IN DEVELOPED MARKETS
| Playable media & games market research
#MGUSA15 @STEPHINANERS @_SUPERDATA
MOBILE LANDSCAPE IN ASIA
• GROWING USER BASE
• HIGH SPENDING IN DEVELOPED MARKETS
•LOW SPENDING / CONVERSION IN EMERGING MARKETS
| Playable media & games market research
#MGUSA15 @STEPHINANERS @_SUPERDATA
MOBILE LANDSCAPE IN ASIA
• GROWING USER BASE
• HIGH SPENDING IN DEVELOPED MARKETS
• LOW SPENDING / CONVERSION IN EMERGING MARKETS
•CULTURAL DIFFERENCES
| Playable media & games market research
#MGUSA15 @STEPHINANERS @_SUPERDATA
MOBILE LANDSCAPE IN ASIA
• GROWING USER BASE
• HIGH SPENDING IN DEVELOPED MARKETS
• LOW SPENDING / CONVERSION IN EMERGING MARKETS
• CULTURAL DIFFERENCES
•LEGAL CONCERNS
| Playable media & games market research
#MGUSA15 @STEPHINANERS @_SUPERDATA
MOBILE LANDSCAPE IN ASIA
• GROWING USER BASE
• HIGH SPENDING IN DEVELOPED MARKETS
• LOW SPENDING / CONVERSION IN EMERGING MARKETS
• CULTURAL DIFFERENCES
•LEGAL CONCERNS
| Playable media & games market research
MOBILE LANDSCAPE IN ASIA
#MGUSA15 @STEPHINANERS @_SUPERDATA
• GROWING USER BASE
• HIGH SPENDING IN DEVELOPED MARKETS
• LOW SPENDING / CONVERSION IN EMERGING MARKETS
• CULTURAL DIFFERENCES
• LEGAL CONCERNS
•FRAGMENTATION
| Playable media & games market research
#MGUSA15 @STEPHINANERS @_SUPERDATA
MESSAGING APPS
= 500+ games
MOBILE LANDSCAPE IN ASIA
| Playable media & games market research
#MGUSA15 @STEPHINANERS @_SUPERDATA
MOBILE LANDSCAPE IN WESTERN MARKETS
MESSAGING APPS
= 500+ games
| Playable media & games market research
MOBILE LANDSCAPE IN WESTERN MARKETS
#MGUSA15 @STEPHINANERS @_SUPERDATA
2014 2015E
CPI
iOS
Android
| Playable media & games market research
MOBILE LANDSCAPE IN WESTERN MARKETS
#MGUSA15 @STEPHINANERS @_SUPERDATA
2014 2015E
CPI
+26% YoY
June 2015
iOS
Android
+36% YoY
June 2015
| Playable media & games market research
MOBILE LANDSCAPE IN WESTERN MARKETS
#MGUSA15 @STEPHINANERS @_SUPERDATA
Source: Corum Group
M&A TRANSACTIONS AND TOTAL DEAL VALUES MOBILE GAMING COMPANIES (PART OR WHOLLY)
117
58
2013 2014
| Playable media & games market research
MOBILE LANDSCAPE IN WESTERN MARKETS
#MGUSA15 @STEPHINANERS @_SUPERDATA
Source: Corum Group
117
58
$10.9B$9.2B
M&A TRANSACTIONS AND TOTAL DEAL VALUES MOBILE GAMING COMPANIES (PART OR WHOLLY)
2013 2014
117
58
$10.9B$9.2B
2013 2014
| Playable media & games market research
MOBILE LANDSCAPE IN WESTERN MARKETS
#MGUSA15 @STEPHINANERS @_SUPERDATA
Source: Corum Group
$100MM Imperus Technologies
$885MM Churchill Downs
$165MM GSN
PACIFIC INTERACTIVE
$90MM Playtika
M&A TRANSACTIONS AND TOTAL DEAL VALUES MOBILE GAMING COMPANIES (PART OR WHOLLY)
| Playable media & games market research
MOBILE LANDSCAPE IN WESTERN MARKETS
#MGUSA15 @STEPHINANERS @_SUPERDATA
LICENSING AND BRANDING
| Playable media & games market research
#MGUSA15 @STEPHINANERS @_SUPERDATA
THANK YOU!
QUESTIONS?