Konvoy

Investment

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Unity remains the dominant engine, but studios are increasingly planning to move away from the platform following a 25% enterprise license price hike and the introduction of a $2,200 per-seat fee for pro users.
Open-source engines like Godot and Defold are gaining significant traction as alternatives to traditional engines, while ProBuilder and Houdini have become the fastest-growing 3D modeling tools for studios with fewer than 100 employees.
Mixpanel has seen a 120% surge in interest among developers, driven by a new startup-focused pricing tier that offers over $150,000 in value.

KonvoyJan 2025

The global gaming market reached a valuation of $188 billion in 2024, representing a 2.1% year-over-year growth.
Public gaming ETFs outperformed the S&P 500 year-to-date, posting gains between 22% and 36% compared to the S&P's 21%.
Venture funding in Q3 2024 totaled $517 million across 92 deals, marking a 1% increase in funding despite a 14% decline in deal volume quarter-over-quarter.

KonvoyOct 2024

The global gaming industry reached a $184 billion valuation in 2023, reflecting a modest year-over-year growth of 0.6%.
Venture funding for the gaming sector dropped 33% quarter-over-quarter in Q4 2023 to $308 million, signaling a return to pre-pandemic capital levels.
Approximately 10,500 industry layoffs occurred in 2023 as companies prioritized operational efficiency, asset consolidation, and high-retention projects.

KonvoyJan 2024

The global gaming industry generated $46.5 billion in Q3 2023, marking a 3.2% year-over-year revenue increase driven primarily by the mobile segment, which holds 49% of the total market share.
Investment strategy has shifted toward consolidation, with $12.4 billion in total deal value despite a 15% decline in the number of transactions, as firms prioritize established intellectual property over early-stage ventures.
Generative AI adoption is now a core operational strategy, with 65% of studios integrating these tools to streamline asset production and mitigate rising development costs.

KonvoySept 2023

The global gaming market is projected to reach $201 billion in 2023, reflecting a 9% year-over-year growth rate.
Major industry players possess $48 billion in cash reserves, signaling a stable environment for future M&A activity despite regulatory headwinds.
Venture capital funding totaled $761 million across 109 deals in Q1 2023, with investment heavily concentrated in early-stage ventures rather than late-stage rounds.

KonvoyApr 2023

The global gaming market reached $184.4 billion in 2022, a 2.3% year-over-year increase, with projections estimating growth to $283 billion by 2027.
Mobile gaming remains the primary revenue driver, accounting for 64% of total industry spend, or $116 billion in 2021.
Venture capital funding for the gaming sector contracted significantly in 2022, falling from $8.8 billion to $5.3 billion, with web3 gaming experiencing a global downturn and an 83% funding collapse in Latin America.

KonvoyOct 2022