Knives Out

Mobile Shooters: What's Next After Battle Royale? ft. Jordan Phang/Naavik (FREE REPORT!)

The mobile shooter market represents a specialized but significant segment of the global gaming industry, accounting for approximately 5% of total game downloads and 6% of revenue.

• The mobile shooter market is highly concentrated, generating $3.5 billion in revenue and 2.6 billion downloads between October 2020 and November 2021, with a few dominant titles like Game for Peace, Free Fire, and Call of Duty Mobile capturing the majority of spending.
• Extraction shooters are emerging as the primary evolution for the genre, utilizing high-stakes gameplay and loss aversion to create a distinct, tension-filled loop that differentiates them from standard Battle Royale formats.
• New shooter IPs face significant retention challenges because players are reluctant to abandon established ecosystems where they have already invested in social connections and cosmetic assets.