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Global Mobile Apps in October 2022: India's Electric Bikes Demand
The October 2022 snapshot of global mobile app activity highlights a pronounced shift toward shopping, streaming, and social-media apps during the year-end season.
- Streaming services drove significant revenue growth in Q4 2022 through content exclusivity and pricing adjustments, led by Peacock TV (35.1% growth on App Store) and Hulu (21% growth via fee increases).
- India’s digital market showed extreme volatility and growth, highlighted by a 2632% surge in Normal VPN downloads following app bans and a 72.8% increase in Flipkart downloads.
- CapCut achieved massive cross-platform adoption, growing 46.6% on the App Store and 67.7% on Google Play, bolstered by TikTok integration and new motion-tracing features.
Cloud Gaming, Post-mortem: The Afterlife of Defunct Cloud Services
This analysis examines the shifting landscape of the video game industry during a period of high inflation and market consolidation, focusing specifically on the transition of cloud gaming following the discontinuation of Google Stadia.
- Cloud gaming is shifting from consumer-facing platforms to a B2B model, where infrastructure providers offer white-label streaming services to telecom companies and major IP holders.
- The industry is moving away from centralized 'winner-takes-most' platforms toward a fragmented ecosystem of single-publisher services and specialized aggregators.
- Economic pressures, including a 10.9% inflation rate in Germany and rising debt-to-capital ratios for firms like Embracer Group, are forcing a strategic pivot in how cloud gaming is deployed.
Plus: We Welcome Our New Steam Chart Overlords
This analysis examines the significant 2022 update to Valve’s Steam charts and provides a comprehensive performance review of recent PC and console game releases.
- Valve’s 2022 Steam chart update now ranks games by total revenue, including DLC and in-game transactions, rather than unit sales, which inherently favors live-service titles like Apex Legends and Destiny 2 over premium releases.
- Slime Rancher 2 achieved strong market performance by selling over 100,000 units within six hours of release and peaking at more than 21,500 concurrent users.
- Established franchises and niche simulators remain high-performing, with Construction Simulator and Return to Monkey Island reaching 17,300 and 15,500 concurrent users respectively.
Plus: What Upcoming Steam VR Games Are the Hottest?
Analysis of Steam VR market trends reveals a significant disparity between hardware adoption and software enthusiasm on the platform.
- Steam VR software momentum is weak, with only two VR-tagged titles appearing in the top 200 most-hyped unreleased games out of 80,000 analyzed apps.
- The 'VR' tag ranks poorly in industry interest, placing 235th in total hype and 288th in median hype out of 459 total tags.
- Meta Quest 2 users account for nearly 50% of the Steam VR hardware base, yet the Steam ecosystem struggles to convert this hardware adoption into software enthusiasm.
Analyst Bulletin: Mobile Game Market Review July 2022
The July 2022 mobile game market review provides a comprehensive analysis of significant industry trends, content updates, and event strategies across the United States, China, and Japan.
- Major mobile titles including PUBG Mobile, Genshin Impact, and Diablo Immortal leveraged high-profile content updates and collaborations in July 2022 to drive player engagement and revenue.
- Music-themed integrations became a dominant trend, highlighted by the BLACKPINK virtual concert in PUBG Mobile and the introduction of a BGM collection system in Puzzle & Dragons.
- Collaborations remained a primary event strategy, exemplified by Cookie Run: Kingdom’s 50-day Disney partnership and Langrisser’s limited-time event with the Gintama anime series.
Global App Spending: First Half of 2022
Global consumer spending on mobile applications reached $65 billion during the first half of 2022, representing a modest year-over-year increase of approximately 1 percent.
- Global consumer spending on mobile apps reached $65 billion in 1H 2022, a modest 1% increase year-over-year that signals a significant slowdown compared to the 24.8% growth seen in 1H 2021.
- Mobile game spending declined 6.6% year-over-year to $41.2 billion, with Google Play experiencing a sharper 14.8% drop compared to a 0.8% decrease on the Apple App Store.
- Apple’s App Store generated $43.7 billion in total revenue (up 5.6% Y/Y), while Google Play revenue fell 7.4% to $21.3 billion, marking a reversal of growth trends from the previous year.
Analyst Bulletin: Mobile Game Market Review June 2022
The mobile game market in June 2022 was characterized by a notable trend toward cross-genre integration, with developers increasingly incorporating minigame modes and RPG elements into established titles to drive engagement.
- The global launch of Diablo Immortal in June 2022 propelled the title into the top 10 grossing games in the US market.
- RPG elements are increasingly being integrated into non-RPG titles, as seen in Rise of Kingdoms' narrative-driven 'Words of Eternity' event and the introduction of minigame mechanics in titles like Game of Sultans.
- Anniversary events served as major revenue drivers in June, notably causing significant spikes for The Seven Deadly Sins and Dragon Ball Legends.
Electronic Boutique
Electronic Arts has actively pursued potential mergers and acquisitions for several years, engaging in high-level discussions with major corporations including Apple, Amazon, Disney, and Comcast.
- Electronic Arts has held acquisition or merger talks with companies including Apple, Amazon, Disney, and Comcast, with negotiations with Comcast reaching the most advanced stage before failing over deal structure and pricing.
- EA CEO Andrew Wilson has reportedly prioritized potential deals that would allow him to remain in his leadership role within the newly merged entity.
- Ultimate Team remains a critical financial pillar for EA, generating approximately $1.5 billion in annual revenue, which accounts for over 20% of the company's total earnings.
The $250 Billion Video Games Market: Market Sizing and Forecast for 2025
The global interactive entertainment market is projected to reach $250.2 billion in consumer spending by 2025, representing a 4.6% year-over-year increase.
- The global interactive entertainment market is projected to reach $250.2 billion in consumer spending by 2025, marking a 4.6% year-over-year recovery from recent industry stagnation.
- Software remains the primary revenue driver at $186 billion for 2024, with mobile gaming leading the segment at a projected $115.7 billion by 2025 and PC gaming showing the strongest growth at 4.2%.
- Console hardware sales face a sharp downturn as the current cycle ends, with projected declines of 31% in 2024 and 11% in 2025, though this is partially offset by 8% growth in accessories and peripherals.
VeVe Collectibles Leads NFT Trading Space on Mobile
The mobile NFT collectible market is currently dominated by VeVe Collectibles, which has emerged as the clear leader in both global installs and consumer spending.
- VeVe Collectibles has generated $112.5 million in consumer spending and reached 744,000 global installs since its October 2020 launch, significantly outperforming competitors like Fantastec SWAP, OurSong, and Sweet.
- A partnership with Disney for the 'Golden Moments' NFT collection drove a single-day record of $4.4 million in consumer spending on November 9, 2021, representing an 8x increase over spending one week prior.
- The Disney+ Day promotion resulted in 39,000 daily installs for VeVe on November 9, 2021, a fivefold increase compared to the 8,000 installs recorded on November 2.
Disney+ Mobile App Exceeds $1.5 Billion in Worldwide Consumer Spending
The Disney+ mobile application has surpassed $1.5 billion in worldwide consumer spending, reflecting the platform's sustained growth since its November 2019 launch.
- Disney+ has surpassed $1.5 billion in worldwide consumer spending through its mobile app since its November 2019 launch.
- The platform reached its highest monthly mobile spending in July 2021, driven by the release of tentpole content like 'Black Widow' and the 'Loki' series finale.
- The Disney+ mobile app has accumulated approximately 246.7 million total installs, with 64 million installs recorded in the first half of 2021, a 28% year-over-year increase.
Australian Indie Studio Mighty Kingdom Goes Public Through IPO
Australian indie game studio Mighty Kingdom successfully transitioned to a public company in April 2021, listing on the Australian Securities Exchange (ASX).
- Australian indie studio Mighty Kingdom went public on the Australian Securities Exchange (ASX) with a market capitalization of A$24.51 million.
- The studio raised A$18 million in IPO funding, falling short of its initial target of A$46.5 million in market capitalization.
- Mighty Kingdom plans to allocate A$7.3 million of the raised capital toward game development, with A$5.6 million specifically earmarked for licensed titles and A$1.8 million for self-publishing.