mobile games market by stephanie llamas at casual connect europe 2014
DESCRIPTION
Stephanie Llamas, Senior Analyst of Consumer Insights at SuperData Research, discusses the growth and potential of the mobile games - past, present, and future.TRANSCRIPT
Mobile Games Market 2014: Fundamentals and Future
Prepared for Casual Connect Europe 2014
© 2014 SuperData Research. All rights reserved. | www.superdataresearch.com !1
SuperData | Digital games market intelligence
@StephiNaners @_SuperData #SuperDataCC #CCEU2014
!2
Stephanie Llamas Senior Analyst, Consumer Insights SuperData Research
@StephiNaners @_SuperData #SuperDataCC #CCEU2014
@StephiNaners @_SuperData #SuperDataCC #CCEU2014
Mobile games?
@StephiNaners @_SuperData #SuperDataCC #CCEU2014
@StephiNaners @_SuperData #SuperDataCC #CCEU2014
Market Fundamentals
Future
2013 Mobile Games Market
48% Western market share of mobile games revenue
@StephiNaners @_SuperData #SuperDataCC #CCEU2014 2011 2012 2013
2011 2012 2013
48% Western market share of mobile games revenue
$14.5B 2013 worldwide mobile games revenue
2013 Mobile Games Market
@StephiNaners @_SuperData #SuperDataCC #CCEU2014
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
@StephiNaners @_SuperData #SuperDataCC #CCEU2014
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
@StephiNaners @_SuperData #SuperDataCC #CCEU2014
6% 101% 34%
Market Fundamentals
Future@StephiNaners @_SuperData #SuperDataCC #CCEU2014
0
100
200
300
400
Number of mobile games published
@StephiNaners @_SuperData #SuperDataCC #CCEU2014
0
100
200
300
400
Number of mobile games published
@StephiNaners @_SuperData #SuperDataCC #CCEU2014
0
100
200
300
400
@StephiNaners @_SuperData #SuperDataCC #CCEU2014
Number of mobile games published
0
100
200
300
400
@StephiNaners @_SuperData #SuperDataCC #CCEU2014
Number of mobile games published
0
100
200
300
400
@StephiNaners @_SuperData #SuperDataCC #CCEU2014
THE MOBILE GAMES CARTEL
@StephiNaners @_SuperData #SuperDataCC #CCEU2014
40%
Percentage of mobile games revenue from top 100 games
@StephiNaners @_SuperData #SuperDataCC #CCEU2014
40%
Percentage of mobile games revenue from top 100 games
0.05% of all mobile games
@StephiNaners @_SuperData #SuperDataCC #CCEU2014
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
@StephiNaners @_SuperData #SuperDataCC #CCEU2014
CPI
2012 2013
Mobile cost per install (indexed)
@StephiNaners @_SuperData #SuperDataCC #CCEU2014
CPI
2012 2013
Mobile cost per install (indexed)
+251% YoY
@StephiNaners @_SuperData #SuperDataCC #CCEU2014
CPI
2012 2013
ARPU
Mobile cost per install (indexed)
+251% YoY
+38% YoY
@StephiNaners @_SuperData #SuperDataCC #CCEU2014
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
@StephiNaners @_SuperData #SuperDataCC #CCEU2014
Franchising mechanics, not titles
@StephiNaners @_SuperData #SuperDataCC #CCEU2014
Franchising mechanics, not titles
SAGA
Market Fundamentals
Future@StephiNaners @_SuperData #SuperDataCC #CCEU2014
2013 2014E
$14.5B 2013 worldwide mobile games revenue
$21.1B 2014 worldwide mobile games revenue
2014 Mobile Games Market
@StephiNaners @_SuperData #SuperDataCC #CCEU2014
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
@StephiNaners @_SuperData #SuperDataCC #CCEU2014
2014 Mobile Games Market
@StephiNaners @_SuperData #SuperDataCC #CCEU2014 2011 2012 2013 2014E
ARPPU
2014 Mobile Games Market
@StephiNaners @_SuperData #SuperDataCC #CCEU2014 2011 2012 2013 2014E
ARPPU
2014 Mobile Games Market
@StephiNaners @_SuperData #SuperDataCC #CCEU2014 2011 2012 2013 2014E
ARPPU
Conversion
@StephiNaners @_SuperData #SuperDataCC #CCEU2014
@StephiNaners @_SuperData #SuperDataCC #CCEU2014
•Saturation caused by technology
@StephiNaners @_SuperData #SuperDataCC #CCEU2014
•Saturation caused by technology
•More media channels, less visibility
@StephiNaners @_SuperData #SuperDataCC #CCEU2014
•Saturation caused by technology
•More media channels, less visibility
•Rising revenue ceilings
Mobile games?
@StephiNaners @_SuperData #SuperDataCC #CCEU2014
Mobile games?
@StephiNaners @_SuperData #SuperDataCC #CCEU2014
NOPE
@StephiNaners @_SuperData #SuperDataCC #CCEU2014
RESEARCH
@StephiNaners @_SuperData #SuperDataCC #CCEU2014
MOBILE GAMES!
RESEARCH