Mobile Earns More but is PC Social Casino Dead? | Carter Rogers

FUTURE OF MOBILE AND PC SOCIAL CASINO, 2017 | © 2017 SuperData Research. All rights reserved.

MOBILE EARNS MORE BUT IS PC SOCIAL CASINO DEAD?

About SuperData Research


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The leading provider of market intelligence for digital games, eSports, gaming video platforms and virtual/augmented reality

• 78M unique users • $3.2B of transaction data • 42 of the top 50 game publishers worldwide • Panel of 78K consumers

BEFORE WE START…

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THE SOCIAL CASINO MARKET

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Rest of World 4%

La=n America 6%

Europe 28%

North America 63%2017 social

casino revenue

North America dominates the $3.3B market for tradi6onal social casino games.


ARE PC SOCIAL CASINO GAMES DEAD?

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PC is now the least-‐popular social casino device.

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Smartphone

Tablet

PC 49%

50%

85%

PlaLorms used to play social casino games

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Smartphone


Former PC-‐only players have shiBed over to mobile plaDorms.

Audience share

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Smartphone

Tablet



Audience share

10

PC

Smartphone

Tablet



Audience share

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27%

16%22%

20%

4%

5%6%

PC

Smartphone

Tablet



Audience share

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+11%

0%-‐5%

+5%

0%

-‐2%-‐9%

PC

Smartphone

Tablet



Change during 2016

WHY SHOULD YOU CARE ABOUT PC?

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Social casino games dominate the Facebook charts.

Top-‐grossing Facebook games

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2016 2017 2018 2019 2020

$2.04B$1.95B$1.87B$1.87B$1.41B

$1.18B$1.24B$1.30B$1.48B$1.45B

Global social casino revenue

PC

Mobile


The PC social casino market s6ll earns well over $1B every year.

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2016 2017 2018 2019 2020

$2.04B$1.95B$1.87B$1.87B$1.41B

$1.18B$1.24B$1.30B$1.48B$1.45B$3.72B


The PC social casino market s6ll earns well over $1B every year.

Global social casino revenue

PC

Mobile

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Casino

Slots

Poker

Bingo 4.7%

2.6%

5.1%

5.2%

U.S. PC conversion (May 2017)

Casino

Slots

Poker

Bingo 3.0%

5.0%

7.1%

4.3%

U.S. mobile conversion (May 2017)


The audience spends more on PC than mobile.

Casino

Slots

Poker

Bingo $35.02

$38.21

$48.75

$49.55

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Casino

Slots

Poker

Bingo 4.7%

2.6%

5.1%

5.2%

U.S. PC conversion (May 2017)

Casino

Slots

Poker

Bingo 3.0%

5.0%

7.1%

4.3%

U.S. mobile conversion (May 2017)

Casino

Slots

Poker

Bingo $49.14

$33.44

$69.73

$85.82

U.S. PC ARPPU (May 2017)

U.S. mobile ARPPU (May 2017)


The audience spends more on PC than mobile.

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Average mon

thly spe

nding

$20

$40

$60

$80

$100

Average lifeYme (days)

220 230 240 250 260 270

LifeYme value (LTV)


Player life6mes and life6me values are highest on PC.

Casino $697

Slots $610

Slots $276

Slots $355

Bingo $272

Poker $282

Casino $370

Slots $363

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PC 34%

Mobile 26%

Share who enjoy playing social casino between land-‐based casino visits

While-‐label social casino solu6ons en6ce PC players to visit real-‐world casinos.

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May 2017 revenue


Opportuni6es for poker and bingo are the most limited on PC.

Slots Casino Poker Bingo

$12.9M$7.9M

$35.3M

$61.0M

$14.5M

$28.3M

$43.7M

$64.4M Mobile PC

HOW TO GO MOBILE-‐FIRST AND SUCCEED ON PC

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28%

27%

29%

73%

72%

71%

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$52K41Desktop Average age Average personal income

$52K39Smartphone Average age Average personal income

$56K41Tablet Average age Average personal income

U.S. social casino player demographics (18+)


PC and mobile player demographics are closely aligned.

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Separate PC and mobile user interfaces used to be the norm.

DoubleDown Casino (PC)

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Separate PC and mobile user interfaces used to be the norm.

DoubleDown Casino (PC) DoubleDown Casino (Mobile)

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myVegas Slots (PC)

But PC players will tolerate a mobile-‐focused user interface.

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myVegas Slots (PC) myKonami Slots (PC)

But PC players will tolerate a mobile-‐focused user interface.

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PC Mobile PC Mobile

27%

43%33%

55%

Enjoy playing with friends


PC players are the most “social” social casino audience.

Enjoy chat with others

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PC

Mobile 49%

55%

Share of audience who hears about games through personal recommendaYons


PC players are more likely to hear about games through word of mouth.

KEY TAKEAWAYS

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Key takeaways

The PC market may be shrinking, but it’s not dead yet.

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Key takeaways


PC social casino players are big spenders with long life=mes.

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Key takeaways



Slots and casino-‐style games have the strongest markets on PC.

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Key takeaways




PC players tolerate mobile-‐focused user interfaces.

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Key takeaways




PC players tolerate mobile-‐focused user interfaces.

The most social players s=ll play on PC.

THANK YOU!

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QuesGons?

Carter Rogers Senior Analyst [email protected]

www.superdataresearch.com

@_SuperData @carterrog


mailto:[email protected]?subject=

http://www.superdataresearch.com

www.superdataresearch.com


Mobile Earns More but is PC Social Casino Dead? | Carter Rogers

Data & Analytics

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