Gaming Spotlight, 1H15: How Online Multiplayer … Spotlight, 1H15: How Online Multiplayer Is a Game...
Transcript of Gaming Spotlight, 1H15: How Online Multiplayer … Spotlight, 1H15: How Online Multiplayer Is a Game...
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Gaming Spotlight, 1H15: How Online Multiplayer Is a Game Changer June 2015
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Why$You$Should$Care$About$Mobile$Gaming$
• Consumer"spending"on"mobile"gaming"is"experiencing"significant"growth""
• Online"mulCplayer"gaming"is"on"the"rise"in"parCcular,"both"in"terms"of"
Cme"spent"and"consumer"spending"
• Nintendo,"which"has"long"dominated"handheld"game"consoles,"
announced"a"partnership"with"DeNA"in"March"2015"to"coHdevelop"
mulCple"games"for"smartphones"and"tablets"
• Nintendo’s"roster"of"iconic"characters,"including"Mario,"Zelda"and"
Pokémon,"will"surely"give"its"new"mobile"iniCaCve"a"shot"in"the"arm"
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Online Multiplayer Gaming in Context Multiplayer on Mobile & Handheld Devices Key Themes & Takeaways
USE$RESTRICTIONS:""The"informaCon,"materials,"data,"images,"graphics,"and"other"components"of"this"report"("Report")"are"copyrighted"and"owned"or"controlled"by"App"
Annie"or"IDC"unless"otherwise"noted."Unauthorized"use"of"the"Report"may"violate"copyright,"trademark"and/or"other"intellectual"property"rights"of"App"Annie"or"IDC"and"may"
give"rise"to"a"claim"for"damages"and/or"be"a"criminal"offense."The"Report"may"not"be"modified,"copied,"distributed,"republished,"uploaded,"posted,"decompiled,"or"transmiZed"
in"any"way,"without"the"prior"wriZen"consent"of"App"Annie"and"IDC.""
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Worldwide$Digital$Gamer$Addressable$Market$by$Major$Hardware$PlaGorm,$1Q15$
"H""
"200""
"400""
"600""
"800""
"1,000""
"1,200""
Portable" PC"&"Mac" Game"Console"
Unique$Quarterly$Digital$Gamers$
• Totals represent gamers that used an applicable Web-connected device to buy or play games, and thus could potentially access online multiplayer
• Portable category spans smartphone, tablet and handheld game console gamers • Totals cannot be summed since many gamers play on multiple platforms
Millions"
Source:"IDC"
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Worldwide$Smartphones$&$Tablets$Used$for$Gaming$Installed$Base$Shares$by$OS,$1Q14$&$1Q15
0%"
20%"
40%"
60%"
80%"
Android" iOS" All"Others"
"1Q14"
"1Q15"
+4.3"pts" H2.3"pts"
Source:"IDC"
H2.0"pts"
• The installed base for smartphones and tablets used for gaming exceeded 1.1B in 1Q15
• Android’s share of the total installed base closed in on 75% • “All Others” is largely Windows, BlackBerry and Symbian devices
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0%"
25%"
50%"
75%"
100%"
iOS"App"Store" Google"Play"
0%"
25%"
50%"
75%"
100%"
iOS"App"Store"" Google"Play""
1Q14"
1Q15"
6"
• Games were ~30% of downloads on iOS and ~40% on Google Play in 1Q15 • The share of consumer spending on games for Google Play grew incrementally
from 1Q14 to 1Q15; it was effectively flat on iOS • Results span applicable smartphones and tablets (plus iPod Touch)
Worldwide$Share$of$iOS$&$Google$Play$Downloads$&$Consumer$Spending$ARributable$to$Games,$1Q14$&$1Q15
Games:$Share$of$App$Store$Downloads$
Games:$Share$of$App$Store$Consumer$Spending$
Source:"
App"Annie"
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Worldwide$Mobile$&$Handheld$Game$Console$Consumer$Spending$on$Games,$1Q14$&$1Q15
0"
50"
100"
150"
200"
iOS"App"Store" Google"Play" Handheld"Game"
Consoles"
Indexed$Consumer$
Spending$on$Games$
$(iOS$1Q14$Indexed$to$100)$
1Q14" 1Q15"
• Handheld game
console revenue includes packaged and digital
• All ad revenue excluded
Source:"
App"Annie"&"IDC"
• iOS App Store game consumer spending grew ~30% and Google Play game spending grew ~50% from 1Q14 to 1Q15
• Handheld game console software spending was basically flat year-over-year
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0%"
25%"
50%"
75%"
100%"
1Q14" 1Q15" """ 1Q14"""""1Q15"""" """"" 1Q14"" 1Q15""
North"America"
Western"Europe"
AsiaHPacific"
Rest"of"World"
+2.3"pts"
iOS"App"Store"
Games"
Google"Play"
Games"
Handheld"Game"
Consoles"
Worldwide$Mobile$&$Handheld$Game$Console$Consumer$Spending$Shares$on$Games,$by$Region,$1Q14$&$1Q15
• Asia-Pacific gained in share of consumer spending on games on the iOS App Store, while North America outpaced the market on Google Play
• On handheld game consoles, Asia-Pacific had the largest regional market share gain
Source:"
App"Annie"&"IDC"
+1.2"pts"
+7.4"pts"
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9"
• Online&mul)player&defini)on:&Any&game&that&includes&features&by&which&a&player’s&gameplay&materially&and&directly&affects&the&gameplay&and&in=game&outcomes&of&another&player&
• This"definiCon"encompasses"realHCme"and"turnHbased/
asynchronous"gameplay;"a"game"that"supports"both"singleHplayer"
(story)"and"online"mulCplayer"modes"is"considered"a"mulCplayer"
Ctle"
• Games"in"which"the"interacCon"among"players"is"limited"to"
leaderboards,"virtual"item"sharing/gijing"and"similarly"tangenCal"
social"interacCons"are"excluded"
Online$MulWplayer$Extends$&$Deepens$Engagement$
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Worldwide$Share$of$the$Top$50$Most$Popular$Steam$(PC)$Games$by$Gameplay$Mode,$May$2015$
• As measured by peak daily concurrent gamers, online multiplayer (OMP) titles dominated: only about one in eight Steam gamers (~12%) played one or more single-player titles in May 2015
• Among the most popular 50 Steam games, 30% were single-player (15 titles) and 70% supported OMP (35 titles)
• The base was average peak daily concurrent gamers on Steam that played one or more of the Top 50 most popular titles in May 2015 (avg. daily n = 2.36M) 10"
88%"
12%"
"Online"MulCplayer"Gamers"
"SingleHPlayer"Gamers"
Share$of$$Peak$Daily$$
Concurrent$Gamers$
Source:"IDC"analysis"of""
Valve’s"Steam"&"Game"Stats"data"
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Rank$ App$Name$ Publisher$ Share$of$Top$10$Games**$ Release$Quarter$
1 Dota 2 Valve 46% 3Q13
2 Counter-Strike: Global Offensive Valve 29% 3Q12
3 Grand Theft Auto V Rockstar Games 5% 2Q15
4 The Witcher 3: Wild Hunt CD PROJEKT RED 4% 2Q15
5 Team Fortress 2 Valve 4% 2Q08
6 Football Manager 2015 SEGA 3% 4Q14
7 Clicker Heroes Playsaurus 3% 2Q15
8 Sid Meier's Civilization V 2K Games / Aspyr 2% 3Q10
9 The Elder Scrolls V: Skyrim Bethesda Softworks 2% 4Q11
10 Garry's Mod Valve 2% 4Q06
Worldwide$Top$10$Steam$(PC)$Titles$by$Peak$Daily$Concurrent$Gamers,$May$2015$
Source:"IDC"analysis"of""
Valve’s"Steam"&"Game"Stats"data"
Games that support online multiplayer are shown in blue; eSports titles also bolded and italicized
**"Share"of"peak"daily"concurrent"
gamers"who"played"a"Top"10"Ctle"
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U.S.$Console$Gamer$Time$Commitment$Upli\$for$Online$MulWplayer$Gamers,$2Q13^2Q15E$
• The online multiplayer (OMP) console gamer base appears to be on track to average an extra ~105 minutes of gameplay per week in the 12 months ending June 2015 compared to the average of all console gamers
• Highly-popular OMP console titles since 4Q14 include Call of Duty: Advanced Warfare, Destiny, Grand Theft Auto V, FIFA 15 and Super Smash Bros. for Wii U
• Time commitment results are based on 2Q13 and 2Q14 surveys; 2Q15 is estimated
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12"
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2Q13" 2Q14" 2Q15E*"
"Online"MulCplayer"
Console"Gamers"
"All"Console"Gamers"
Typical$H
ours$of$Weekly$
Gameplay$Per$User$
12"
Source:"IDC"Gamer"Surveys"
"(2Q13"n"="1,451;"2Q14"n"="2,146)"
*"2Q15"is"esCmated"
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Online Multiplayer Gaming in Context Multiplayer on Mobile & Handheld Devices Key Themes & Takeaways
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U.S.$Portable$Gamer$Time$Commitment$Upli\$for$Online$MulWplayer$Gamers,$2Q13^2Q15E$
• The online multiplayer (OMP) portable gamer base appears to be on track to average an extra ~35 minutes of gameplay per week in the 12 months ending June 2015 compared to the average of all portable gamers
• The portable time uplift is narrower than for traditional video game consoles – but both averages are rising, unlike on traditional consoles
• Portable category includes smartphone, tablet and handheld game console gamers • Time commitment results are based on 2Q13 and 2Q14 surveys; 2Q15 is estimated
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6"
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12"
2Q13" 2Q14" 2Q15E*"
Online"MulCplayer"
Portable"Gamers"
"All"Portable"Gamers"
Typical$H
ours$of$Weekly$
Gameplay$Per$User$
14"
Source:"IDC"Gamer"Surveys"
"(2Q13"n"="1,149;"2Q14"n"="828)"
*"2Q15"is"esCmated"
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U.S.$Portable$Game$Genre$PenetraWon$Rate$DisWncWons$for$Online$MulWplayer$Gamers,$2Q14
0%"
10%"
20%"
30%"
40%"
50%"
AcWon$&$Adventure$
Casino$(Card,$Dice$
&$Slots)$
Puzzle$ Word$&$Trivia$
Strategy$&$TacWcs$
Board$ EducaWonal$&$Brain$
Training$
Shooter$
Online"MulCplayer"Portable"Gamers" "All"Portable"Gamers"
• Online multiplayer (OMP) portable gamers lean toward different genres compared to the average portable gamer; for example OMP portable gamers were 24% more likely to play Action & Adventure titles and 12% less likely to play Casino games in 2Q14
• Rates shown are for the Top 8 most popular genres among OMP portable gamers; respondents reported playing one or more titles in the genres indicated in 2Q14
• Portable category includes smartphone, tablet and handheld game console gamers
Source:"""
IDC"Gamer"Survey""
(2Q14"n"="828)"
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0%"
25%"
50%"
75%"
100%"
iOS"&"Google"Play"Combined"
0%"
25%"
50%"
75%"
100%"
iOS"&"Google"Play"Combined""
1Q14"
1Q15"
• Among the Top 50 mobile games, multiplayer games accounted for ~60% of consumer spending despite only contributing ~30% of downloads in 1Q15
• Among the Top 50 mobile games, consumer spending growth for multiplayer titles outpaced download growth from 1Q14 to 1Q15
• Results span applicable smartphones and tablets (plus iPod Touch)
Worldwide$Share$of$Downloads$&$Consumer$Spending$of$Top$50$Mobile$Games$ARributable$to$MulWplayer$Games,$1Q15
Share$of$Consumer$Spending$From$MulWplayer$Games*$
Source:"
App"Annie"
Share$of$Downloads$From$MulWplayer$Games*$
16"
*"Among"Top"50"games"
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Downloads$ Consumer$Spending$
Rank$ App$Name$ Publisher$ App$Name$ Publisher$
1 Candy Crush Soda Saga King Clash of Clans Supercell
2 Subway Surfers Kiloo Puzzle & Dragons GungHo Online
3 Candy Crush Saga King Monster Strike Mixi
4 Crossy Road HIPSTER WHALE/Yodo1 Game of War - Fire Age Machine Zone
5 Trivia Crack Etermax Candy Crush Saga King
6 Clash of Clans Supercell Candy Crush Soda Saga King
7 My Talking Angela Outfit7 Boom Beach Supercell
8 My Talking Tom Outfit7 Disney Tsum Tsum LINE
9 Temple Run 2 Imangi Studios Hay Day Supercell
10 Despicable Me Gameloft Everybody's Marble Netmarble/LINE/Tencent
Top$10$Mobile$Games$Worldwide$by$iOS$&$Google$Play$Combined,$1Q15$
Source:"App"Annie"
Games with multiplayer features shown in blue
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• 2"of"the"Top"10"mobile"games"by"downloads"and"6"of"the"Top"10"by"
revenue"in"1Q15"supported"mulCplayer"
• Supercell"excelled"with"3"mulCplayer"Ctles"in"the"worldwide"mobile"Top"
10"games"by"revenue"in"1Q15"
• CityHbuilding/resource"management"and"tower"defense"games"like!Clash!of!Clans,!Game!of!War!–!Fire!Age,!Boom!Beach!and!Hay!Day!have"been"able"to"moneCze"mulCplayer"gamers"especially"well"in"recent"quarters"
• Many"top"mobile"mulCplayer"games"can"be"played"asynchronously,"but"
they"impose"Cme"limits"to"keep"gameplay"moving"and"players"engaged"
• Except"for"Trivia!Crack,"the"other"mulCplayer"games"in"the"Top"10"in"
1Q15"allow"players"to"form"teams;"teamHbased"play"builds"social"
cohesion"and"generally"makes"Ctles"sCckier"
MulWplayer$Highlights$for$the$Top$10$Mobile$Games$
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Online Multiplayer Gaming in Context Multiplayer on Mobile & Handheld Devices Key Themes & Takeaways
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• When"done"right,"online"mulCplayer"(OMP)"has"the"potenCal"to"greatly"
extend"a"game’s"lifespan"
• Two"of"the"Top"10"most"popular"games"on"Steam"in"May"2015"were"OMP"
Ctles"that"were"released"over!7!years!ago!
• OMP"features"are"challenging"to"build"and"operate,"but"can"power"“legs”"
that"drive"up"the"lifeCme"value"(LTV)"of"gamers,"not"just"their"Cme"
commitments"
• OMP"features"have"moved"from"a"novel"game"feature"10"years"ago"to"the"
dominant"mode"of"many"of"today’s"most"profitable"franchises"
• TeamHbased"eSports"Ctles"are"emblemaCc"of"a"deeper"industry"shij"
• Some"genres"perform"well"despite"having"a"strong"singleHplayer"
orientaCon,"most"notably"simulaCons"and"roleHplaying"games"
Broader$Online$MulWplayer$Upli\$Takeaways$
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• Consumer"spending"on"games"increased"notably"from"1Q14"to"1Q15;"
iOS"App"Store"spending"grew"~30%"worldwide,"while"Google"Play"
spending"grew"~50%"
• Among"the"Top"50"mobile"games,"mulCplayer"games"accounted"for"
~60%"of"consumer"spending"despite"only"contribuCng"~30%"of"game"
downloads"in"1Q15"
• The"same"trend"is"reflected"in"the"Top"10"mobile"games,"with"6"of"the"Top"
10"by"revenue"in"1Q15"supporCng"mulCplayer"
• Many"top"mobile"mulCplayer"games"allow"players"to"form"teams;"teamH
based"play"builds"social"cohesion"and"generally"makes"Ctles"sCckier"
Broader$Mobile$Gaming$Takeaways$$
Report methodology and updates are available here
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@LewisAWard @AppAnnie