mobile games market by stephanie llamas at casual connect europe 2014

Mobile Games Market 2014: Fundamentals and Future

Prepared for Casual Connect Europe 2014

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Stephanie Llamas Senior Analyst, Consumer Insights SuperData Research

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Mobile games?

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Market Fundamentals

Future

2013 Mobile Games Market

48% Western market share of mobile games revenue

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2011 2012 2013

48% Western market share of mobile games revenue

$14.5B 2013 worldwide mobile games revenue

2013 Mobile Games Market

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2011 2012 2013

48% Western market share of mobile games revenue

$14.5B 2013 worldwide mobile games revenue

1.6B 2013 worldwide mobile games audience (MAU)

2013 Mobile Games Market

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2011 2012 2013

48% Western market share of mobile games revenue

$14.5B 2013 worldwide mobile games revenue

1.6B 2013 worldwide mobile games audience (MAU)

2013 Mobile Games Market

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6% 101% 34%

Market Fundamentals

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0

100

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400

Number of mobile games published

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0

100

200

300

400

Number of mobile games published

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0

100

200

300

400

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Number of mobile games published

0

100

200

300

400

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Number of mobile games published

0

100

200

300

400

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THE MOBILE GAMES CARTEL

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40%

Percentage of mobile games revenue from top 100 games

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40%

Percentage of mobile games revenue from top 100 games

0.05% of all mobile games

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40%50%

Percentage of top 100 games from top 30 publishers

Percentage of mobile games revenue from top 100 games

0.05% of all mobile games

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CPI

2012 2013

Mobile cost per install (indexed)

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CPI

2012 2013

Mobile cost per install (indexed)

+251% YoY

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CPI

2012 2013

ARPU

Mobile cost per install (indexed)

+251% YoY

+38% YoY

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CPI

2012 2013

ARPU

Mobile cost per install (indexed)

+251% YoY

+38% YoY

"We don't simply take a game from a developer and upload it to the App Store... we assign a team of people to complement

the developer's existing resource and skill set.” !

-Ed Rumley, COO Chillingo

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Franchising mechanics, not titles

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Franchising mechanics, not titles

SAGA

Market Fundamentals

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2013 2014E

$14.5B 2013 worldwide mobile games revenue

$21.1B 2014 worldwide mobile games revenue

2014 Mobile Games Market

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2013 2014E

+45% YoY mobile games revenue increase

$14.5B 2013 worldwide mobile games revenue

$21.1B 2014 worldwide mobile games revenue

2014 Mobile Games Market

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2014 Mobile Games Market

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ARPPU

2014 Mobile Games Market

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ARPPU

2014 Mobile Games Market

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ARPPU

Conversion

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•Saturation caused by technology

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•Saturation caused by technology

•More media channels, less visibility

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•Saturation caused by technology

•More media channels, less visibility

•Rising revenue ceilings

Mobile games?

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Mobile games?

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NOPE

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RESEARCH

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MOBILE GAMES!

RESEARCH

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THANKS!@_SuperData

stephanie@superdataresearch.com