#GamingBusiness

🚀 The Next Multi-Billion Dollar Opportunity in Gaming: PNS-Led F2P Games 🚀 The #F2P #gamingindustry has become commercialized, but many commercially driven #games may not stand the test of the time. The future opportunity lies in the physiological aspects of #gaming through Parasympathetic Nervous System (PNS)-led #gamedesign. Unlike traditional SNS-led games that stimulate e.g., the “fight or flight” response, PNS-led games focus on e.g., social connection, and meaningful #engagement, creating spaces where players can enjoy the experience without the intensity of SNS-led #design.🚀 Why This Matters for KPIs: Lower CPI, Higher LTV, and Stronger K-Factor.PNS-led games address core needs, not just symptoms. By creating experiences rooted in e.g., genuine connection, they attract and retain players in ways that drive #KPIs and scalable #UA:1. Reduce #CPI by appealing to a broader audience looking for #socialengagement, resulting in better efficiency.2. Increase #LTV […]

𝗔𝗡𝗜𝗠𝗘 𝗦𝗛𝗢𝗢𝗧𝗘𝗥 𝗛𝗜𝗧𝗦 𝟰𝟬𝟬𝗸 𝗪𝗜𝗦𝗛𝗟𝗜𝗦𝗧𝗦; 𝗕𝗥𝗔𝗖𝗘 𝗬𝗢𝗨𝗥𝗦𝗘𝗟𝗙• Strinova hits 400k Steam Wishlists• Waifu 3rd-person shooter w/nearly 4M web pre-registrations• From iDreamSky, a Chinese Studio• Has Tencent Money• ~$500M market cap; publicly traded on the Hong Kong Exchange• Previously published Western Games in China (e.g., War Robots, Subway Surfers)• With the rise of Steam China, this could be a considerable cross-region game.• Remember, Nikkie and Genshin were hits in the U.S. (25% rev share)! 𝗗𝗨𝗡𝗚𝗘𝗢𝗡 𝗙𝗜𝗚𝗛𝗧𝗘𝗥 𝗢𝗡𝗟𝗜𝗡𝗘, 𝗧𝗛𝗘 𝗕𝗜𝗚𝗚𝗘𝗦𝗧 𝗚𝗔𝗠𝗘 𝗧𝗛𝗜𝗦 𝗬𝗘𝗔𝗥, 𝗦𝗟𝗢𝗪𝗜𝗡𝗚• Bigger than Monopoly Go!• ~$700M over 6 months; iOS only• $88 Revenue Per Download!• But downloads are crumbling, far below Honor of Kings (10-20k v.s. 500k Weekly)• Something doesn’t smell right; this limited appeal? Data error?• The total revenue curve is bending inward, too.𝗛𝗔𝗩𝗘 𝗪𝗘𝗕𝗦𝗧𝗢𝗥𝗘𝘀 𝗥𝗘𝗔𝗖𝗛𝗘𝗗 𝗘𝗤𝗨𝗜𝗕𝗟𝗥𝗨𝗜𝗠? 𝟳𝟬%+ 𝗔𝗗𝗢𝗣𝗧𝗜𝗢𝗡• Huuuge Games: In H1 2024 DTC revenues accounted for […]

I’ve just returned from a two-week retreat in Japan, and while most people assumed I was on “holiday,” it wasn’t a vacation in the traditional sense. Each year, I commit to travel somewhere new and engage in activities I’ve never done before. This isn’t just a break from routine—it’s a deliberate effort to remain curious and gain fresh perspectives on both my business and personal life. When I was employed, I used to approach these trips as holidays, a time to disconnect. But now, as an entrepreneur, I see this time as a fundamental investment for myself and my soul. During this trip, my partner James (also an entrepreneur in the podcast world) and I immersed ourselves in the beauty of Japanese nature—hiking, cycling through the rain, and island-hopping. But we were also partially working on our respective businesses and […]

Is mobile gaming data more and more concentrated? It seems so and I was touching a few times already.Especially on revenue side it accelerated in the last months based on Sensor Tower data (here is the revenue data divided into segments: top 10 games by revenue, top 21-50 games by revenue etc.. comparing last months with previous period). Data shows that "head" and "tail" of games increased or kept its position there.Any comments or observations?

𝗞𝗢𝗡𝗩𝗢𝗬 𝗗𝗔𝗧𝗔 𝗦𝗨𝗚𝗚𝗘𝗦𝗧𝗦 𝗚𝗔𝗠𝗜𝗡𝗚 𝗪𝗜𝗟𝗟 𝗡𝗢𝗧 𝗚𝗥𝗢𝗪• From $188M to $223M in 2029.• This means virtually no growth. Huh?• $188B is worth about $218B in 2029 dollars assuming a 3% inflation rates.• $218B to $223B is a 2% change, way, way below the S&P 500 8% real 𝘢𝘯𝘯𝘶𝘢𝘭 growth rate.• Inflation and S&P benchmarks need to be a core part of any long-run market analysis. 𝗔𝗚𝗘 𝗢𝗙 𝗘𝗠𝗣𝗜𝗥𝗘𝘀 𝗠𝗢𝗕𝗜𝗟𝗘 𝗜𝗦 𝗛𝗨𝗚𝗘• An over 1M download start is far above other recent releases, including the steady-eddy Sea of Conquest from Fun Plus.• Uses the RTS element to fake ad into 4x, but less brutally then Last War.• After a big brand budget burst, will this sustain? Let’s see!𝟰𝘅 𝗠𝗜𝗥𝗥𝗢𝗥𝗦 𝗛𝗘𝗚𝗘𝗠𝗢𝗡 𝗣𝗢𝗟𝗜𝗧𝗜𝗖𝗦• U.S. dominates, but China’s RPD is unusually high (~10% of downloads but 20% of revenue).• 4x is a region uniting […]

TRACKING RELEASES & TRANSFERS# 1 LIST OF OCTOBER, 2024Hi Mobile Gaming Family! 💟Today I bring you another edition of our…💫 Tracking Releases & Transfers 💫October's first list brings releases and transfers to big publisher accounts between September 22 and October 21.I've found 138 titles. 💪🔎I highlight 6️⃣ titles of them.✅ “Barbie Merge Mystery” by Rollic.One of the world's leading Hybridcasual publishers. 🏅It has taken the rights to one of the best-known children's IPs in the world. 👧To make a game in one of the most profitable puzzle genres in the world. 🧩💰That’s it. 😯The Turkish giant 🇹🇷 released the soft launch version of the game on October 21 🗓️ and only for the 🇬🇧.✅ “Dual Guns: Music Shooter Game” by Amanotes.The big Singapore publisher 🇸🇬 has launched a fun game that mixes the rhythm 🎶 and shooter 🔫 genres.If this […]

I analyzed puzzle games and only 1.5% were successful*.Here are 6 HOT takeaways you should be aware of:Check out the whole list at https://lnkd.in/dynmZZ4N There are 1229 mobile casual puzzle releases in 2024.Only 62 games made more than 500K downloads.Only 19 games made more than 1M downloads.Here are my takeaways1. Crazy misleading ad creatives on top 10,2. Sorting comes in different ways,3. Logic puzzles have an increase, especially on those open up to reveal,4. IAPs still relies on boosters, thoughThere are good examples ‘’content locks’’,5. ‘’Color’’ and ‘’Sort’’ are the most common by far,6. If you can get creative with creatives, you can thenfocus on player onboarding and journey.*: success meaning can change, for me, it's the comparison where majority of downloads cumulate.

Hearthstone is back in Chinese mobile stores to break its own records! 🇨🇳🚀In January 2023, Blizzard’s games were removed from Chinese stores after their 14-year licensing agreement with NetEase expired. After 20 months, the Blizzard-NetEase agreement is back in place, and so is Hearthstone — one of the most beloved collectible card games (CCG) worldwide. 🃏✨And Chinese players couldn’t be more excited!Before the exit, Hearthstone was pulling in an impressive $2.4M/month in China during 2021-2022, according to AppMagic. Fast forward to October 2024, and it’s already brought in over $13.5M — and the month isn’t even over yet! 📈🔥This is yet another great example of how Western games thrive when entering the Chinese market! I wrote about other games with similar success stories in one of my previous posts, check it out as well: https://lnkd.in/dRnXu3Gg

Quo vadis mobile gaming?  love analyzing data from multiple perspectives to gain a clearer understanding of its implications.I examined trends in the mobile gaming industry (using Sensor Tower data) to understand growth patterns in different markets. To gain a broader perspective, I analyzed data not only from the first three quarters of 2024 (Q1-Q3), comparing it to the same period in 2023, but also compared it with the growth of those countries between 2022 and 2023. This provides a comprehensive view of the 'journey' of these countries in the mobile gaming landscape.It is quite visible that: ▶️ iOS is very strong in last quarters (both in case of T1 and T2/T3 markets) ▶️ US, although big, is gaining on importance in the last months (how long yet?) ▶️ majority of Asian markets perform much better in last months than before […]

"Mobile developers can forget about marketing, as publishers will handle it!" This is one of the biggest myths in the post-IDFA mobile market. I’ve worked with nearly all the major publishers: Voodoo, Lion, Supersonic, Crazy Labs, Homa, and I can say for sure: If you want your game to reach the top, marketing must be a priority from day 1. Don't expect your great game to promote itself. And don’t assume the publisher will care for everything without you. Not because there’s something wrong with publishers. But because standing out in today’s overcrowded mobile UA is 𝙚𝙭𝙩𝙧𝙚𝙢𝙚𝙡𝙮 hard. Here’s what you need to consider: • How will you grab the player's attention? • How will your product align with those ads? • Can you outbid your competitors' advertising budget? • How will you test multiple ad hypotheses every month? • […]