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Global investment bank. Its equity research team publishes free redacted reports on market themes, including the metaverse and online gaming.
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16 documents by other writers name Goldman Sachs in the title or summary.
Unity Reportedly Considering IPO Later in 2020
Unity Technologies is reportedly preparing for an initial public offering, according to a June 2020 Bloomberg report citing anonymous sources.
- Google has launched 'Playground,' a browser-based AI platform that enables users to create games using text prompts without requiring programming skills.
- Unity is collaborating with Google to introduce 'Unity Spark,' an advanced AI development tool that integrates with the Unity Asset Store and allows games to be published directly to Google's Playground.
- Unity Spark is scheduled to enter a closed beta test phase by the end of 2026.
Has the Hypercasual Game Genre Peaked?
Eric Seufert argues in this November 2019 analysis that the hypercasual mobile game genre has likely peaked, with Voodoo's estimated $200MM raise from Goldman Sachs' private equity arm in May 2018 marking the category's high-water mark.
- The hypercasual gaming market has likely peaked, with the $200 million funding of Voodoo by Goldman Sachs in May 2018 representing the industry's high-water mark.
- Market competition has splintered significantly, as publishers like SayGames, Lion Studios, and Good Job Games have eroded the previous dominance of early leaders like Voodoo and Ketchapp.
- The rapid commoditization of game development through tools like Unity and Buildbox has made 'fast following' and cloning successful titles a standard, low-barrier industry practice.
Mobile Gaming Apps Report: 2019 User Acquisition Trends & Benchmarks
Liftoff's 2019 mobile gaming user acquisition benchmarks, drawing on campaign data from June 2018 to May 2019 and AppsFlyer retention data covering 6,500 apps and 950 million installs, show acquisition costs rising across the funnel.
- Gaming apps dominate the mobile market, generating 74% of total app store revenue despite rising user acquisition costs that average $35.42 per paying user.
- Android provides a more cost-effective reach for user acquisition compared to iOS, with the third quarter identified as the optimal period for high conversion rates and lower acquisition costs.
- North America, Japan, and South Korea remain the most expensive regions for acquisition but offer the highest long-term retention and in-app purchase revenue.
5 Ways Voodoo Dominates the Hyper-Casual Market
Voodoo's rise to the top of the hyper-casual mobile market, and how competing studios might respond, is the subject of this August 2018 analysis.
- Voodoo dominated the hyper-casual market as of mid-2018, accounting for 24.7% of all free game downloads in the US Top 100, while the broader hyper-casual genre represented approximately 57% of all free game downloads.
- Voodoo maintains a high-velocity release schedule, launching 7 titles into the US Top 300 in a 30-day period, significantly outpacing competitors who typically release 0 to 2 titles in the same timeframe.
- The company utilizes a massive network of 100–200 development studios to test core gameplay loops in key markets without initial meta-game or advertising layers, requiring a minimum of 50% Day-1 retention to proceed.
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