What is the situation in mobile gaming and non-gaming after the first 3 quarters of 2024?
I am adding data here, although in general what we can see: ▪️ The situation in mobile gaming in-app is improving (slowly, although with some optimistic trends) ▪️ As I expected earlier it will have ~5% YoY growth during the whole of 2024 (latest estimates from Newzoo share a similar trend for the next months) ▪️ In both platforms, gaming, and non-gaming revenue grows faster than downloads (is that the effect of focusing on high-value users in the whole industry?). ▪️ Non-gaming is growing faster than gaming, although I would be very cautious with statements that heard at a few presentations like “non-gaming is eating the gaming”. Even if such a process was some time ago, it plays a much less important role now. Additionally, it is just more effect of changes on the revenue side than on downloads. ▪️ In-game advertising has strong perspectives, although the data is still very limited there.