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
Strategize a Smooth Tenant-to-tenant Migration and Copilot Takeoff
The State of Mobile Games 2015: Mobile Gaming USA
1. THE STATE OF
MOBILE GAMES
MOBILE GAMING USASTEPHANIE LLAMAS, SENIOR ANALYST
2015
| Playable media & games market research
#MGUSA15 @STEPHINANERS @_SUPERDATA
2. | Playable media & games market research
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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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#MGUSA15 @STEPHINANERS @_SUPERDATA
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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#MGUSA15 @STEPHINANERS @_SUPERDATA
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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#MGUSA15 @STEPHINANERS @_SUPERDATA
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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#MGUSA15 @STEPHINANERS @_SUPERDATA
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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#MGUSA15 @STEPHINANERS @_SUPERDATA
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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#MGUSA15 @STEPHINANERS @_SUPERDATA
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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#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
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
#MGUSA15 @STEPHINANERS @_SUPERDATA
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
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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?