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Cover of The Last of Us HBO Premiere Boosts Interest on Twitch
Article

The Last of Us HBO Premiere Boosts Interest on Twitch

The premiere of the HBO television adaptation of The Last of Us significantly revitalized interest in the franchise across live streaming platforms.

  • The HBO premiere of 'The Last of Us' on January 15, 2023, triggered a 112% increase in daily live streaming viewership for the franchise on Twitch, rising from an average of 59K to 126K hours watched.
  • Viewer engagement in Twitch chat spiked significantly following the premiere, with franchise-related keyword mentions increasing by 60% to an average of 67K mentions per day.
  • Mentions of lead actors Pedro Pascal and Bella Ramsey surged on Twitch by 417% and 403% respectively in the three days following the show's debut.
Stream HatchetJan 2023
Cover of Award-Winning Producer Bill McCullough Leaves FaZe Clan to Join XFL
Article

Award-Winning Producer Bill McCullough Leaves FaZe Clan to Join XFL

Bill McCullough, an 11-time Emmy Award-winning producer, has transitioned from his role as Executive Vice President of content at FaZe Clan to become the Chief Content Officer for the XFL.

  • Bill McCullough, an 11-time Emmy Award-winning producer, has been appointed as the new chief content officer for the XFL.
  • McCullough departed his role as EVP of content at FaZe Clan in October 2022 after a two-year tenure with the esports organization.
  • During his time at FaZe Clan, McCullough oversaw the production of various content formats, including documentaries, podcasts, and the reality-based talent search show 'Faze1'.
The Esports AdvocateJan 2023
Cover of 5 Mobile App Forecasts: 2023
Report13 pages

5 Mobile App Forecasts: 2023

Global mobile market projections for 2023 indicate a complex landscape defined by shifting consumer priorities and economic pressures.

  • Mobile gaming consumer spending is projected to decline to $107 billion in 2023 due to macroeconomic pressures and stricter privacy regulations like IDFA.
  • Global mobile advertising spend is expected to reach $362 billion in 2023, with short-form video apps serving as the primary growth driver to offset reduced performance marketing budgets.
  • Eleven of the fourteen new apps projected to surpass $2 billion in lifetime consumer spend during 2023 are games, demonstrating that top-tier titles remain resilient despite the broader market downturn.
data.aiJan 2023
Article

61% of Total U.S. Digital Ad Spend Went Towards Social Channels in Q3 2022

The Q3 2022 Advertising Data Digest provides a comprehensive analysis of digital advertising trends within the United States, highlighting a resilient market despite broader economic challenges.

  • U.S. digital ad spend reached over $23 billion in Q3 2022, representing a quarter-over-quarter growth of more than 5 percent.
  • Social media channels captured 61 percent of total U.S. digital advertising expenditure during the third quarter of 2022.
  • TikTok experienced the highest growth among social platforms, with ad spend increasing 29 percent quarter-over-quarter.
Sensor TowerNov 2022
Cover of Warner Bros. Discovery Form 10-Q: Q3 2022
Financial report1 page

Warner Bros. Discovery Form 10-Q: Q3 2022

Warner Bros. Discovery’s financial performance for the third quarter of 2022 is defined by the massive structural and operational integration following the April 2022 merger between Discovery, Inc. and WarnerMedia.

  • Warner Bros. Discovery reported a $2.29 billion net loss for Q3 2022, driven by $1.52 billion in restructuring charges and $1.39 billion in content impairments following the April 2022 merger.
  • The company carries a $50.14 billion debt load and total long-term obligations exceeding $122 billion, which it manages through derivative instruments and a $6 billion revolving credit facility.
  • The Direct-to-Consumer (DTC) segment reported an Adjusted EBITDA loss of $634 million, despite reaching 94.9 million core subscribers across HBO Max and discovery+.
Warner Bros. DiscoveryNov 2022
Cover of Global Mobile Apps in June 2022: Pan Entertainment Apps' Revenue Is Back on Rise
Article

Global Mobile Apps in June 2022: Pan Entertainment Apps' Revenue Is Back on Rise

The June 2022 analysis of non-game mobile applications reveals a continued dominance of entertainment and social platforms in revenue generation, with notable shifts in download patterns and advertising spend.

  • HBO Max revenue on iOS grew 16.6% month-over-month in June 2022, driven by the launch of Westworld Season 4.
  • Social app Bigo Live experienced significant revenue volatility, declining 6.8% on iOS and over 25% on Google Play.
  • BeReal emerged as a leading U.S. social app, achieving a 40% month-over-month increase to reach 11.6 million monthly active users.
SocialPetaJul 2022
Cover of Store Intelligence Data Digest: Q1 2022
Report75 pages

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.
Sensor TowerApr 2022
Cover of Top Summer 2021 App Store & Google Play Releases
Article

Top Summer 2021 App Store & Google Play Releases

This analysis identifies the top-performing mobile applications and games released during the summer of 2021 across the Apple App Store and Google Play.

  • HBO Max dominated the application category on both platforms, generating 19.5 million downloads and $87.9 million in revenue on iOS, compared to 12.1 million downloads and $10.6 million in revenue on Android.
  • My Talking Angela 2 by Outfit7 led Android game releases following its July 13, 2021 launch, accumulating over 68.3 million downloads and $216.7 thousand in revenue.
  • RuneScape by Jagex was the top-performing new game on the iOS platform after its June 17, 2021 release, recording over 14.7 million downloads and $1.7 million in revenue.
AppticaSep 2021
Article

It's Just HBO. Calm Down.

The relationship between the video game and film industries is often characterized by a fundamental misunderstanding of their respective creative and economic structures.

  • Gaming is increasingly dictating cultural and economic terms, as evidenced by the NFL shifting toward arcade-style experiences with Take-Two to capture an estimated $1.4 billion in unrealized monetization potential.
  • The games industry’s superior financial performance relative to Hollywood is attributed to its software-driven model and lack of reliance on celebrity-centric risk mitigation.
  • Epic Games and Unity are engaged in a technological arms race, acquiring specialized firms like Cubic Motion and Artomatix to secure development pipelines and lock in customer verticals.
SuperJoostMar 2020
Cover of Will xCloud and Caffeine.tv Be Game Changers? Winners and Losers in the Escalating Streaming Wars
Article

Will xCloud and Caffeine.tv Be Game Changers? Winners and Losers in the Escalating Streaming Wars

The convergence of major technology and media firms within the streaming sector marks a critical shift in the competitive landscape of digital entertainment.

  • Microsoft is pivoting from a hardware-centric model to a service-oriented strategy with xCloud, aiming to deliver console-quality gaming to mobile devices to compete directly with Google Stadia.
  • Fox has invested $100 million into Caffeine.tv to establish Caffeine Studios, focusing on live sports and esports to enter the interactive entertainment market.
  • Caffeine.tv faces significant barriers to entry, as it must compete for market share against established giants like Twitch and YouTube, which serve a global audience of 900 million gaming video viewers.
SuperJoostNov 2019
Cover of Reigns: Game of Thrones: A Song of Fire and License
62 min
Game Developers Conference62 min

Reigns: Game of Thrones: A Song of Fire and License

The collaboration between Devolver Digital, Nerial, and HBO to produce Reigns: Game of Thrones serves as a strategic model for how independent developers can successfully integrate global intellectual property into niche gaming experiences.

  • Success in licensed gaming requires positioning the product as an additive narrative extension rather than generic merchandise to avoid brand dilution.
  • The development of Reigns: Game of Thrones involved managing over 1,600 narrative cards through a highly iterative process to ensure strict adherence to the source material's canon.
  • Navigating the partnership with HBO required a year-long negotiation process that included rigorous legal requirements, such as actor likeness approvals and narrative consistency checks.
Game Developers ConferenceSep 2019
Article

Game of Thrones: Conquest Revenue Grew 90% Year-Over-Year in April

The mobile strategy title Game of Thrones: Conquest experienced a significant surge in financial performance during April 2019, driven by the heightened public interest surrounding the final season of the HBO television series.

  • Warner Bros. mobile game Game of Thrones: Conquest grossed a record $19 million worldwide in April 2019, marking a 90% year-over-year revenue increase.
  • The title's April performance surpassed its previous record set in March 2019, when it grossed $17 million.
  • The United States was the primary driver of revenue, accounting for 65% of total spending ($12.4 million) in April 2019.
Sensor TowerMay 2019