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> Analysts point out that almost half of the accounted three billion are those who play only on smartphones or mobile devices. This segment is also ahead of all

by bjo590 6y ago

> Analysts point out that almost half of the accounted three billion are those who play only on smartphones or mobile devices. This segment is also ahead of all others in terms of growth. This segment is incredibly lucrative for the winners. Niantic has an estimated revenue of 800 million dollars. Supercell's highest reported revenue was just over 2 billion euros. King sold to Activision Blizzard for 5.9 billion dollars in 2016. Epic is going to war with Google and Apple over Fornite money. There's Asian players that are also impressive, but I'm not familiar enough to speak on that market. These revenues and valuations are happening in a high growth market.

stickydink 6y ago
That'll be Tencent, smartphone gaming revenue over $5bn USD in Q2 alone https://cdc-tencent-com-1258344706.image.myqcloud.com/uploads/2020/08/12/00e999c23314aa085c0b48c533d4d393.pdf https://cdc-tencent-com-1258344706.image.myqcloud.com/upload...
DobryMorozov 6y ago
Mobile legends does pretty well for Moonton and is extremely popular in southeast Asia
Baeocystin 6y ago
Just a single game, Fate/Grand Order, has grossed ~3 $billion, and that was as of last year. I'm sure it's much higher now. The amount of money spent by players in mobile makes everything else look like peanuts by comparison. https://sensortower.com/blog/fate-grand-order-revenue-3-billion https://sensortower.com/blog/fate-grand-order-revenue-3-bill...
- chillwaves 6y ago
  Those so-called "gacha" games rake in a disgusting amount of money. Even as a casual player, I ended up spending a few hundred on one.
  - manigandham 6y ago
    A few hundred dollars? What does that buy you?
    - Baeocystin 6y ago
      Entertainment. No more, no less. You'd be surprised by how many of the asian F2P games are completely playable without spending a dime- yet people do anyway.
      - chillwaves 6y ago
        So I have moved on to another game that is less money intensive and less time-intensive (can be seen as a good or a bad thing). What strikes me most is how compelling this material is to command my attention. It's like being under a spell. They are great at taking money, but even for f2p they are just psychologically optimized to command our attention (which is a bigger concern in depth and breadth of impact). Can't wait for the future strategies of addiction we can see in the next gen games :D
        tasogare 6y ago
        > It's like being under a spell. I’ve played two gatcha games in succession and this describes the thing very well. I wasn’t missing a single of play, spend a little money on them, read news and game info everyday. I’m glad I stopped. Some PC games can attract my attention for hours or days on, but they are not a daily burden, and also more satisfying to play.
    - ThrowawayR2 6y ago
      > "A few hundred dollars? What does that buy you?" Let's just say that the majority of characters in Fate/Grand Order and other Asian gacha games that one can roll for are young and female for a reason...
      - Baeocystin 6y ago
abraxas 6y ago
It is so very depressing. Nearly every game released by those companies is an ad riddled garbage fire. It's an affront to what makes gaming fun. They are "games" in the same sense that slot machines are "games". They aren't games in the sense that non-mobile gamers talk about.
- watwut 6y ago
  At least those games don't take over your complete life the way big online games. And don't lead to those playing often overnight, am addicted, am sleep deprived raging gamer situations.
  - xboxnolifes 6y ago
    Idk, that sounds exactly like something mobile gacha game garbage would do, while also draining the wallets of those more prone to gambling addiction.
  - belorn 6y ago
    Have you seen the hours some people put into farmville and farmville-like games? Overnight play? Checked. Addicted? Checked. Sleep deprived? Checked. Physical pain from holding the phone and looking at a small screen? Checked. Raging behavior? Mood is definitively effected, especially when the social aspect has a negative turn.
    - watwut 6y ago
      I know farmville, candy crush and the like playing people. I also know AAA online pubg, world of warcraft etc games playing people. The worst behavior I have seen definitely did not came from farmville candy crush crowd. Also, overall, steam sales seems to cost way more money I have ever seen being spent on games. And not just that, spending a lot of money on steam sales is point of pride for gamers - who ten turn around and act all superior over causual player ... spending less money (or no money) overall. > Raging behavior? Mood is definitively effected, especially when the social aspect has a negative turn. Rage and affected mood are two different things. But again, the level of anger or irritability in relation with farmville are super mild compared to what I have seen in pc/console gamers. ------------------------------ The most irritable to me is the level of hypocrisy pc/console gamers display when they complain about causual games.
nottorp 6y ago
Yeah, Im not sure you can call free to play IAP grindfests “games”. But still, that means 1.5 bn play actual games? Not bad.
- disgruntledphd2 6y ago
  It varies, like. Most mobile games are pretty crap, but you have people like Supercell who make good mobile games - I don't like their games, but lots and lots of people do. And to be fair, most "actual" games are pretty crap too.
  - ido 6y ago
    90% of everything is famously trash!
  - nottorp 6y ago
    There's crap, and there's crap where the design is affected by the need to nudge (or force) people towards buying IAPs.
    - disgruntledphd2 6y ago
      And trailers and reviews were famously broken for console/PC games historically. Pretty much every product sold in our society has its' design shaped by the need to make money (i.e capitalism). I'm not sure why you're singling out F2P games here specifically, relative to all the other half-baked crap designed to make a profit. At least hundreds of millions of people daily get value out of playing free games without spending a cent. Consider the fact that all console/PC gamers have spent money on the game up-front, whereas a very small proportion of people on mobile pay for all of the rest. Like, I don't enjoy games with micro-transactions, but clearly lots of other people do. Who am I to judge their fun?
      - nottorp 6y ago
        > get value out of playing free games without spending a cent. Mindlessly grind medallions or whatever. The problem with IAP games (free or not, afaik a Dead Space game was selling ingame crafting materials as IAPs) is they waste your most precious resource: time. > And trailers and reviews were famously broken for console/PC games historically. Oh but that's easy. Don't preorder and don't buy games based on just one review. Especially don't buy games based on the developer's trailers :)
ksec 6y ago
And 80% of Apple's App Store Revenue comes from Gaming. They could have lowered the App's section to 15% or 10% cut without unrecoverable damage to their services revenue stream.

by bjo590 6y ago

stickydink 6y ago

That'll be Tencent, smartphone gaming revenue over $5bn USD in Q2 alone https://cdc-tencent-com-1258344706.image.myqcloud.com/uploads/2020/08/12/00e999c23314aa085c0b48c533d4d393.pdf https://cdc-tencent-com-1258344706.image.myqcloud.com/upload...

DobryMorozov 6y ago

Mobile legends does pretty well for Moonton and is extremely popular in southeast Asia

Baeocystin 6y ago

Just a single game, Fate/Grand Order, has grossed ~3 $billion, and that was as of last year. I'm sure it's much higher now. The amount of money spent by players in mobile makes everything else look like peanuts by comparison. https://sensortower.com/blog/fate-grand-order-revenue-3-billion https://sensortower.com/blog/fate-grand-order-revenue-3-bill...

chillwaves 6y ago
Those so-called "gacha" games rake in a disgusting amount of money. Even as a casual player, I ended up spending a few hundred on one.
- manigandham 6y ago
  A few hundred dollars? What does that buy you?
  - Baeocystin 6y ago
    Entertainment. No more, no less. You'd be surprised by how many of the asian F2P games are completely playable without spending a dime- yet people do anyway.
    - chillwaves 6y ago
      So I have moved on to another game that is less money intensive and less time-intensive (can be seen as a good or a bad thing). What strikes me most is how compelling this material is to command my attention. It's like being under a spell. They are great at taking money, but even for f2p they are just psychologically optimized to command our attention (which is a bigger concern in depth and breadth of impact). Can't wait for the future strategies of addiction we can see in the next gen games :D
      - tasogare 6y ago
        > It's like being under a spell. I’ve played two gatcha games in succession and this describes the thing very well. I wasn’t missing a single of play, spend a little money on them, read news and game info everyday. I’m glad I stopped. Some PC games can attract my attention for hours or days on, but they are not a daily burden, and also more satisfying to play.
  - ThrowawayR2 6y ago
    > "A few hundred dollars? What does that buy you?" Let's just say that the majority of characters in Fate/Grand Order and other Asian gacha games that one can roll for are young and female for a reason...
    - Baeocystin 6y ago

abraxas 6y ago

It is so very depressing. Nearly every game released by those companies is an ad riddled garbage fire. It's an affront to what makes gaming fun. They are "games" in the same sense that slot machines are "games". They aren't games in the sense that non-mobile gamers talk about.

watwut 6y ago
At least those games don't take over your complete life the way big online games. And don't lead to those playing often overnight, am addicted, am sleep deprived raging gamer situations.
- xboxnolifes 6y ago
  Idk, that sounds exactly like something mobile gacha game garbage would do, while also draining the wallets of those more prone to gambling addiction.
- belorn 6y ago
  Have you seen the hours some people put into farmville and farmville-like games? Overnight play? Checked. Addicted? Checked. Sleep deprived? Checked. Physical pain from holding the phone and looking at a small screen? Checked. Raging behavior? Mood is definitively effected, especially when the social aspect has a negative turn.
  - watwut 6y ago
    I know farmville, candy crush and the like playing people. I also know AAA online pubg, world of warcraft etc games playing people. The worst behavior I have seen definitely did not came from farmville candy crush crowd. Also, overall, steam sales seems to cost way more money I have ever seen being spent on games. And not just that, spending a lot of money on steam sales is point of pride for gamers - who ten turn around and act all superior over causual player ... spending less money (or no money) overall. > Raging behavior? Mood is definitively effected, especially when the social aspect has a negative turn. Rage and affected mood are two different things. But again, the level of anger or irritability in relation with farmville are super mild compared to what I have seen in pc/console gamers. ------------------------------ The most irritable to me is the level of hypocrisy pc/console gamers display when they complain about causual games.

nottorp 6y ago

Yeah, Im not sure you can call free to play IAP grindfests “games”. But still, that means 1.5 bn play actual games? Not bad.

disgruntledphd2 6y ago
It varies, like. Most mobile games are pretty crap, but you have people like Supercell who make good mobile games - I don't like their games, but lots and lots of people do. And to be fair, most "actual" games are pretty crap too.
- ido 6y ago
  90% of everything is famously trash!
- nottorp 6y ago
  There's crap, and there's crap where the design is affected by the need to nudge (or force) people towards buying IAPs.
  - disgruntledphd2 6y ago
    And trailers and reviews were famously broken for console/PC games historically. Pretty much every product sold in our society has its' design shaped by the need to make money (i.e capitalism). I'm not sure why you're singling out F2P games here specifically, relative to all the other half-baked crap designed to make a profit. At least hundreds of millions of people daily get value out of playing free games without spending a cent. Consider the fact that all console/PC gamers have spent money on the game up-front, whereas a very small proportion of people on mobile pay for all of the rest. Like, I don't enjoy games with micro-transactions, but clearly lots of other people do. Who am I to judge their fun?
    - nottorp 6y ago
      > get value out of playing free games without spending a cent. Mindlessly grind medallions or whatever. The problem with IAP games (free or not, afaik a Dead Space game was selling ingame crafting materials as IAPs) is they waste your most precious resource: time. > And trailers and reviews were famously broken for console/PC games historically. Oh but that's easy. Don't preorder and don't buy games based on just one review. Especially don't buy games based on the developer's trailers :)

ksec 6y ago

And 80% of Apple's App Store Revenue comes from Gaming. They could have lowered the App's section to 15% or 10% cut without unrecoverable damage to their services revenue stream.