An overview of the mobile games market throughout 29 countries. Includes information on:
1. Mobile games market size and change.
2. Asia digital and mobile games market
3. Mobile landscape in western markets
1. THE STATE OF
MOBILE GAMES
MOBILE GAMING USASTEPHANIE LLAMAS, SENIOR ANALYST
2015
| Playable media & games market research
#MGUSA15 @STEPHINANERS @_SUPERDATA
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29COUNTRIES
MARKET-LEVEL DATA
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MARKET-LEVEL DATA 4 KEY METRICS 6 GAMING SEGMENTS 10 YEARS OF DATA
29COUNTRIES
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MARKET-LEVEL DATA
50 CONTRIBUTING PUBLISHERS
4 KEY METRICS
450+ UNIQUE TITLES
6 GAMING SEGMENTS
37MM UNIQUE PAYING USERS200MM+ TRANSACTIONS
10 YEARS OF DATA
29COUNTRIES
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Stephanie Llamas
Senior Analyst, Consumer Insights
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MOBILE GAMES
MARKET SIZE
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2015E DIGITAL GAMES MARKET
WORLDWIDE
$63.1BILLION
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WORLDWIDE
$63.1BILLION
2015E DIGITAL GAMES MARKET
#MGUSA15 @STEPHINANERS @_SUPERDATA
MOBILE
MARKET SHARE
39%
10. 2013 2014 2015E 2016E
$24.6B2015E worldwide mobile
games revenue
MOBILE GAMES MARKET
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11. 2013 2014 2015E 2016E
$24.6B2015E worldwide mobile
games revenue
MOBILE GAMES MARKET
+48%
+23%
+8% +7%
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12. 2013 2014 2015E 2016E2013 2014 2015E 2016E
$24.6B2015E worldwide mobile
games revenue
34%2015E western market
share of mobile revenue
MOBILE GAMES MARKET
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13. 2013 2014 2015E 2016E2013 2014 2015E 2016E
$24.6B2015E worldwide mobile
games revenue
34%2015E western market
share of mobile revenue
MOBILE GAMES MARKET
40%in 2013
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14. 2013 2014 2015E 2016E2013 2014 2015E 2016E
$24.6B2015E 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
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15. 2013 2014 2015E 2016E2013 2014 2015E 2016E
$24.6B2015E 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
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16. 2013 2014 2015E 2016E2013 2014 2015E 2016E
$24.6B2015E worldwide mobile
games revenue
MOBILE GAMES MARKET
34%2015E western market
share of mobile revenue
54%2015E Asia market
share of mobile revenue
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#MGUSA15 @STEPHINANERS @_SUPERDATA
ASIA
MAU
WEST
17. 2013 2014 2015E 2016E2013 2014 2015E 2016E
$24.6B2015E 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
ASIA
MAU
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WEST
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MOBILE
SOCIAL
F2P MMO
DIGITAL PC
DIGITAL CONSOLE
P2P MMO
2%
3%
3%
8%
37%
46%2015E
ASIA DIGITAL GAMES MARKET
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SOCIAL
F2P MMO
DIGITAL PC
DIGITAL CONSOLE
P2P 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
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ASIA MOBILE GAMES SPENDING AND CONVERSION
ASIA
N.A.
April
$25.88
$31.78
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ASIA MOBILE GAMES SPENDING AND CONVERSION
ASIA
N.A.
April
$59.75
$53.66
$19.18CN
KR
JP
April
$25.88
$31.78
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ASIA MOBILE GAMES SPENDING AND CONVERSION
ASIA
N.A.
April
$59.75
$53.66
$19.18CN
KR
JP
0 0.016 0.033 0.049
5.20%
3.30%April
$25.88
$31.78
23. April
0 0.018 0.035 0.053 0.07
6.5%
5.0%
2.9%
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#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 0.049
5.20%
3.30%April
$25.88
$31.78
24. JAPAN
S. KOREA
CHINA
REST OF ASIA
4%
10%
39%
47%
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2015E ASIA MOBILE GAMES MARKET SHARE
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EMERGING SMARTPHONE PENETRATION IN ASIA
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EMERGING SMARTPHONE PENETRATION IN ASIA
18%
+107%
22%
+62%
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EMERGING SMARTPHONE PENETRATION IN ASIA
18%
+107%
22%
+62%
Rest of Asia
Mobile Growth
+143%
2015E-2018E
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MOBILE LANDSCAPE IN ASIA
•GROWING USER BASE
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MOBILE LANDSCAPE IN ASIA
• GROWING USER BASE
•HIGH SPENDING IN DEVELOPED MARKETS
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MOBILE LANDSCAPE IN ASIA
• GROWING USER BASE
• HIGH SPENDING IN DEVELOPED MARKETS
•LOW SPENDING / CONVERSION IN
EMERGING MARKETS
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MOBILE LANDSCAPE IN ASIA
• GROWING USER BASE
• HIGH SPENDING IN DEVELOPED MARKETS
• LOW SPENDING / CONVERSION IN
EMERGING MARKETS
•CULTURAL DIFFERENCES
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MOBILE LANDSCAPE IN ASIA
• GROWING USER BASE
• HIGH SPENDING IN DEVELOPED MARKETS
• LOW SPENDING / CONVERSION IN
EMERGING MARKETS
• CULTURAL DIFFERENCES
•LEGAL CONCERNS
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MOBILE LANDSCAPE IN ASIA
• GROWING USER BASE
• HIGH SPENDING IN DEVELOPED MARKETS
• LOW SPENDING / CONVERSION IN
EMERGING MARKETS
• CULTURAL DIFFERENCES
•LEGAL CONCERNS
34. | 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
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MESSAGING APPS
= 500+ games
MOBILE LANDSCAPE IN ASIA
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MOBILE LANDSCAPE IN WESTERN MARKETS
MESSAGING APPS
= 500+ games
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MOBILE LANDSCAPE IN WESTERN MARKETS
#MGUSA15 @STEPHINANERS @_SUPERDATA
2014 2015E
CPI
iOS
Android
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MOBILE LANDSCAPE IN WESTERN MARKETS
#MGUSA15 @STEPHINANERS @_SUPERDATA
2014 2015E
CPI
+26%
YoY
June 2015
iOS
Android
+36%YoY
June 2015
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MOBILE LANDSCAPE IN WESTERN MARKETS
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Source: Corum Group
M&A TRANSACTIONS AND TOTAL DEAL VALUES
MOBILE GAMING COMPANIES (PART OR WHOLLY)
117
58
2013 2014
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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
41. 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)
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MOBILE LANDSCAPE IN WESTERN MARKETS
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LICENSING AND BRANDING
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THANK YOU!
QUESTIONS?