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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.
Game Design Innovation Requires Growing Pains - The Metacast by Naavik
Electronic Arts is actively pursuing strategic partnerships or acquisition opportunities to maintain its competitive standing amidst a wave of industry consolidation.
- Electronic Arts is actively pursuing potential mergers or strategic partnerships with major media entities like Apple, Disney, or Amazon to maintain competitiveness against rivals such as Microsoft and Take-Two.
- EA’s decision to terminate its FIFA licensing agreement signals a strategic pivot toward prioritizing proprietary intellectual property and operational autonomy over third-party brand reliance.
- The crypto gaming industry is moving away from speculative NFT scarcity and DeFi mechanics, shifting focus toward integrating blockchain primitives as foundational tools for genuine in-game utility.
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.
Store Intelligence Data Digest: Q1 2022
Global app downloads reached 36.9 billion in the first quarter of 2022, representing a 1.4% year-over-year increase.
- Global app downloads reached 36.9 billion in Q1 2022, a 1.4% year-over-year increase, with mobile gaming accounting for 14.34 billion of those installs.
- The U.S. video streaming market has significantly fragmented, with the top three apps' market share dropping from 80% in 2019 to 37% in Q1 2022 due to the rise of competitors like Disney+ and HBO Max.
- TikTok surpassed 3.5 billion all-time downloads to become the top global app, while Meta reclaimed its position as the leading global publisher for the first time in two years.
IP-Based Mobile Games: 2022
The mobile gaming landscape has shifted toward intellectual property (IP) as a primary strategy for navigating user-tracking challenges like Apple’s App Tracking Transparency.
- By 2021, nearly all top-downloaded new iOS titles were based on existing intellectual property, confirming IP as the primary strategy for organic user acquisition following privacy shifts like Apple’s App Tracking Transparency.
- Western IPs (e.g., Disney, Marvel) drive higher global download volumes, while Eastern IPs (e.g., Japanese manga, Chinese literature) generate superior revenue through specialized monetization models like gacha.
- Successful IP-based games require a 'perfect fit' between core gameplay mechanics and source material lore, as seen in titles like Marvel Strike Force and Umamusume: Pretty Derby.
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.
TWIG 142: Netflix Hires Facebook Gaming Executive Mike Verdu
Netflix’s recent appointment of former Facebook Gaming executive Mike Verdu to lead its gaming division signals a strategic pivot toward interactive entertainment.
- Netflix has hired former Facebook Gaming executive Mike Verdu to lead a new gaming division, signaling a strategic shift to capture consumer time share against broader entertainment platforms like Fortnite.
- The company plans to integrate gaming as an ad-free, value-added component for its existing base of approximately 200 million subscribers.
- Netflix intends to avoid the console-market approach that contributed to Google Stadia's failure, focusing instead on interactive experiences tailored to its own platform.