Portable Gaming Spotlight, 3Q13 December 2013
© 2014 App Annie & IDC | Do Not Distribute
Portable Gaming Spotlight, 3Q13 December 2013
© 2014 App Annie & IDC | Do Not Distribute
1
Installed Base Snapshot
2
3Q13 Spending Patterns
3
Additional U.S. Gaming Device Context
4
Key Themes & Takeaways 2
© 2014 App Annie & IDC | Do Not Distribute
Worldwide Smartphone Installed Base Shares, 2Q13 & 3Q13 75%
+1.4 pts
+0.1 pts
-‐1.8 pts
+0.3 pts
50%
2Q13
25%
3Q13
Source: IDC
0% Android • • • •
iOS
Symbian
All Others
Android’s combined market share topped 58% BlackBerry & Windows-based devices comprised most of “All Others” The smartphone installed base exceeded 1.3B in 3Q13 The consumer tablet installed base approached 200MM in 3Q13
3
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Worldwide Gaming-‐opAmized Handheld Game Shipments: Packaged Goods & Digital Full Game Downloads, 2Q13 & 3Q13*
Millions (Units)
20 2Q13
15
• Hardware platforms span all SKUs
10
* Represents combined packaged game shipments & digitallypurchased copies of these same games (excludes titles that received digital distribution only).
5 0
3Q13
Nintendo 3DS
Sony PlayStaLon Nintendo DS/DSi Portable & Vita
Source: IDC
• The total installed base for these devices remained ~200MM in 3Q13 • Packaged & digital full game software shipments/sales volumes sharply rebounded in 3Q13, rising nearly 50% quarter over quarter
4
© 2014 App Annie & IDC | Do Not Distribute
1
Installed Base Snapshot
2
3Q13 Spending Patterns
3
Additional U.S. Gaming Device Context
4
Key Themes & Takeaways 5
© 2014 App Annie & IDC | Do Not Distribute
Worldwide Share of iOS & Google Play Downloads & Consumer Spending AQributable To Games, 2Q13 & 3Q13
100%
Games: Share of App Store Downloads
Games: Share of App Store Consumer Spending 100%
75%
75%
2Q 2013
50%
50%
3Q 2013
25%
25%
0%
0%
iOS App Store Google Play
Source: App Annie iOS App Store Google Play
• Games represented ~40% of downloads in both app stores • The share of consumer spending on games in Google Play grew incrementally from 2Q13 to 3Q13, but dipped for iOS • Results span applicable smartphones & tablets, plus iPod touch
6
© 2014 App Annie & IDC | Do Not Distribute
Indexed Consumer Spending on Games (iOS 2Q13 indexed to 100)
Worldwide Mobile & Portable Game Consumer Spending, 2Q13 & 3Q13 150 2Q13 100
• Gaming-optimized handheld revenue includes packaged & digital
50 0
3Q13
• All ad revenue excluded iOS App Store
Google Play
Gaming-‐OpLmized Handhelds
Source: App Annie & IDC
• Gaming-optimized handheld revenue recovered in 3Q13, rising nearly 50% compared to 2Q13 • Seasonally, gaming-optimized handhelds typically pick up from 2Q to 3Q • Hit games were released for Nintendo 3DS in 3Q13
7
© 2014 App Annie & IDC | Do Not Distribute
Worldwide Mobile & Portable Game Consumer Spending Shares by Region, 2Q13 & 3Q13 100%
+1.2 pts
+4.6 pts
75%
Western Europe
50% 25%
North America
Asia-‐Pacific
+2.5 pts
Rest of World
0% 2Q13 3Q13
2Q13 3Q13
iOS App Store Games
Google Play Games
2Q13 3Q13 Gaming-‐opLmized Handhelds
Source: App Annie & IDC
• Asia-Pacific gained in share of consumer game spending on iOS App Store, while Western Europe outpaced the market on Google Play • North America showed disproportionate growth in the gaming-optimized handheld category
8
© 2014 App Annie & IDC | Do Not Distribute
Top 5 Grossing Portable Games Worldwide by PlaXorm, 3Q13 Rank
iOS App Store
Google Play
Gaming-‐OpAmized Handhelds
1
Clash of Clans Supercell, Finland
Puzzle & Dragons GungHo Online, Japan
Monster Hunter 4 N3DS; Capcom, Japan
2
Candy Crush Saga King, United Kingdom
Candy Crush Saga King, United Kingdom
Mario & Luigi: Dream Team N3DS; Nintendo, Japan
3
Puzzle & Dragons GungHo Online, Japan
모두의마블 (Everybody's Marble) for Kakao CJ E&M, South Korea
Animal Crossing: New Leaf N3DS; Nintendo, Japan
4
Hay Day Supercell, Finland
LINE Pokopang LINE, Japan
5
•
The SimpsonsTM: 몬스터 길들이기 (Monster Taming) Tapped Out for Kakao Electronic Arts, United States CJ E&M, South Korea
= New entrant to Top 5 in 3Q13 (not in Top 5 for 2Q13)
Luigi's Mansion: Dark Moon N3DS; Nintendo, Japan Phoenix Wright: Ace Attorney Dual Destinies N3DS; Capcom, Japan
Source: App Annie & IDC
9
© 2014 App Annie & IDC | Do Not Distribute
1
Installed Base Snapshot
2
3Q13 Spending Patterns
3
Additional U.S. Gaming Device Context
4
Key Themes & Takeaways 10
© 2014 App Annie & IDC | Do Not Distribute
U.S. Mobile/Handheld Gamers' Favorite Portable Gaming Device, June 2013 40% 30% 20%
Source: IDC
iPod Touch iPhone
Smart-‐ phone
10% 0%
3DS
Apple iOS
Android with Google Play
Amazon
Nintendo
Sony
• Nearly 50% of gamers’ favorite iOS devices were iPads • Kindle Fire ranked behind iPad & ahead of Android tablets • Based on a June 2013 survey of U.S. gamers (mobile n = 1,117)
Other
11
© 2014 App Annie & IDC | Do Not Distribute
U.S. Indexed Mobile Game Consumer Spending 3Q13
U.S. Mobile Gamers’ Favorite Portable Gaming Device vs. Indexed U.S. Consumer Game Spending, 3Q13
100
Apple iOS
75 Source: App Annie & IDC
50 25
Android with Google Play
0 0% 10% 20% 30% 40% U.S. Mobile/Handheld Gamers’ Favorite Portable Gaming Device
• Android was not too far behind Apple in U.S. gaming consumer preference, but iOS generated 3x the U.S. gaming revenue that Google Play did in 3Q13 • Partly based on a June 2013 survey of U.S. gamers (mobile n = 1,117)
12
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Share of U.S. Android Smartphone Gamers That Also Regularly Gamed On… 20%
Source: IDC
15% 10% 5% 0% Android Amazon Apple iPad tablet (with Kindle Fire Google Play) • • • •
Nintendo Apple iPhone Sony 3DS PlayStaLon Vita
The average Android smartphone gamer was 41 years old in June 2013 53% of the Android smartphone gamer base was female Kindle Fire had an impressive penetration rate Based on a June 2013 survey of U.S. gamers (mobile n = 1,117)
13
© 2014 App Annie & IDC | Do Not Distribute
Share of U.S. iPad Gamers That Also Regularly Gamed On… 40%
Source: IDC
30% 20% 10% 0%
Apple iPhone Amazon Android Nintendo Android Sony Kindle Fire smartphone 3DS tablet (with PlayStaLon Google Play) Vita • The average iPad gamer was 42 years old in June 2013 • 54% of the iPad gamer base was female – remarkably similar to Android smartphone gamer demographics • Based on a June 2013 survey of U.S. gamers (mobile n = 1,117)
14
© 2014 App Annie & IDC | Do Not Distribute
1
Installed Base Snapshot
2
3Q13 Spending Patterns
3
Additional U.S. Gaming Device Context
4
Key Themes & Takeaways 15
© 2014 App Annie & IDC | Do Not Distribute
Key Themes & Takeaways, 3Q13 • App categories other than games outpaced games in worldwide revenue growth from 2Q13 to 3Q13 on iOS • Gaming-‐opLmized game sales rebounded appreciably in North America; revenues & volumes recovered from 2Q, but not quite enough to overtake Google Play • Android was not too far behind Apple in terms of U.S. gamers’ favorite mobile/handheld gaming device, but iOS games generated 3x the revenue that Google Play games did in the U.S. • Amazon’s Kindle Fire beat out Android tablets with Google Play in terms of U.S. mobile/handheld gaming device popularity • A surprisingly high share of U.S. mobile/handheld gamers play on more than one portable device
16
© 2014 App Annie & IDC | Do Not Distribute
@lewisAWard @AppAnnie
[email protected] [email protected]
Portable Gaming Spotlight, 3Q13 December 2013
© 2014 App Annie & IDC | Do Not Distribute
1
Installed Base Snapshot
2
3Q13 Spending Patterns
3
Additional U.S. Gaming Device Context
4
Key Themes & Takeaways 2
© 2014 App Annie & IDC | Do Not Distribute
Worldwide Smartphone Installed Base Shares, 2Q13 & 3Q13 75%
+1.4 pts
+0.1 pts
-‐1.8 pts
+0.3 pts
50%
2Q13
25%
3Q13
Source: IDC
0% Android • • • •
iOS
Symbian
All Others
Android’s combined market share topped 58% BlackBerry & Windows-based devices comprised most of “All Others” The smartphone installed base exceeded 1.3B in 3Q13 The consumer tablet installed base approached 200MM in 3Q13
3
© 2014 App Annie & IDC | Do Not Distribute
Worldwide Gaming-‐opAmized Handheld Game Shipments: Packaged Goods & Digital Full Game Downloads, 2Q13 & 3Q13*
Millions (Units)
20 2Q13
15
• Hardware platforms span all SKUs
10
* Represents combined packaged game shipments & digitallypurchased copies of these same games (excludes titles that received digital distribution only).
5 0
3Q13
Nintendo 3DS
Sony PlayStaLon Nintendo DS/DSi Portable & Vita
Source: IDC
• The total installed base for these devices remained ~200MM in 3Q13 • Packaged & digital full game software shipments/sales volumes sharply rebounded in 3Q13, rising nearly 50% quarter over quarter
4
© 2014 App Annie & IDC | Do Not Distribute
1
Installed Base Snapshot
2
3Q13 Spending Patterns
3
Additional U.S. Gaming Device Context
4
Key Themes & Takeaways 5
© 2014 App Annie & IDC | Do Not Distribute
Worldwide Share of iOS & Google Play Downloads & Consumer Spending AQributable To Games, 2Q13 & 3Q13
100%
Games: Share of App Store Downloads
Games: Share of App Store Consumer Spending 100%
75%
75%
2Q 2013
50%
50%
3Q 2013
25%
25%
0%
0%
iOS App Store Google Play
Source: App Annie iOS App Store Google Play
• Games represented ~40% of downloads in both app stores • The share of consumer spending on games in Google Play grew incrementally from 2Q13 to 3Q13, but dipped for iOS • Results span applicable smartphones & tablets, plus iPod touch
6
© 2014 App Annie & IDC | Do Not Distribute
Indexed Consumer Spending on Games (iOS 2Q13 indexed to 100)
Worldwide Mobile & Portable Game Consumer Spending, 2Q13 & 3Q13 150 2Q13 100
• Gaming-optimized handheld revenue includes packaged & digital
50 0
3Q13
• All ad revenue excluded iOS App Store
Google Play
Gaming-‐OpLmized Handhelds
Source: App Annie & IDC
• Gaming-optimized handheld revenue recovered in 3Q13, rising nearly 50% compared to 2Q13 • Seasonally, gaming-optimized handhelds typically pick up from 2Q to 3Q • Hit games were released for Nintendo 3DS in 3Q13
7
© 2014 App Annie & IDC | Do Not Distribute
Worldwide Mobile & Portable Game Consumer Spending Shares by Region, 2Q13 & 3Q13 100%
+1.2 pts
+4.6 pts
75%
Western Europe
50% 25%
North America
Asia-‐Pacific
+2.5 pts
Rest of World
0% 2Q13 3Q13
2Q13 3Q13
iOS App Store Games
Google Play Games
2Q13 3Q13 Gaming-‐opLmized Handhelds
Source: App Annie & IDC
• Asia-Pacific gained in share of consumer game spending on iOS App Store, while Western Europe outpaced the market on Google Play • North America showed disproportionate growth in the gaming-optimized handheld category
8
© 2014 App Annie & IDC | Do Not Distribute
Top 5 Grossing Portable Games Worldwide by PlaXorm, 3Q13 Rank
iOS App Store
Google Play
Gaming-‐OpAmized Handhelds
1
Clash of Clans Supercell, Finland
Puzzle & Dragons GungHo Online, Japan
Monster Hunter 4 N3DS; Capcom, Japan
2
Candy Crush Saga King, United Kingdom
Candy Crush Saga King, United Kingdom
Mario & Luigi: Dream Team N3DS; Nintendo, Japan
3
Puzzle & Dragons GungHo Online, Japan
모두의마블 (Everybody's Marble) for Kakao CJ E&M, South Korea
Animal Crossing: New Leaf N3DS; Nintendo, Japan
4
Hay Day Supercell, Finland
LINE Pokopang LINE, Japan
5
•
The SimpsonsTM: 몬스터 길들이기 (Monster Taming) Tapped Out for Kakao Electronic Arts, United States CJ E&M, South Korea
= New entrant to Top 5 in 3Q13 (not in Top 5 for 2Q13)
Luigi's Mansion: Dark Moon N3DS; Nintendo, Japan Phoenix Wright: Ace Attorney Dual Destinies N3DS; Capcom, Japan
Source: App Annie & IDC
9
© 2014 App Annie & IDC | Do Not Distribute
1
Installed Base Snapshot
2
3Q13 Spending Patterns
3
Additional U.S. Gaming Device Context
4
Key Themes & Takeaways 10
© 2014 App Annie & IDC | Do Not Distribute
U.S. Mobile/Handheld Gamers' Favorite Portable Gaming Device, June 2013 40% 30% 20%
Source: IDC
iPod Touch iPhone
Smart-‐ phone
10% 0%
3DS
Apple iOS
Android with Google Play
Amazon
Nintendo
Sony
• Nearly 50% of gamers’ favorite iOS devices were iPads • Kindle Fire ranked behind iPad & ahead of Android tablets • Based on a June 2013 survey of U.S. gamers (mobile n = 1,117)
Other
11
© 2014 App Annie & IDC | Do Not Distribute
U.S. Indexed Mobile Game Consumer Spending 3Q13
U.S. Mobile Gamers’ Favorite Portable Gaming Device vs. Indexed U.S. Consumer Game Spending, 3Q13
100
Apple iOS
75 Source: App Annie & IDC
50 25
Android with Google Play
0 0% 10% 20% 30% 40% U.S. Mobile/Handheld Gamers’ Favorite Portable Gaming Device
• Android was not too far behind Apple in U.S. gaming consumer preference, but iOS generated 3x the U.S. gaming revenue that Google Play did in 3Q13 • Partly based on a June 2013 survey of U.S. gamers (mobile n = 1,117)
12
© 2014 App Annie & IDC | Do Not Distribute
Share of U.S. Android Smartphone Gamers That Also Regularly Gamed On… 20%
Source: IDC
15% 10% 5% 0% Android Amazon Apple iPad tablet (with Kindle Fire Google Play) • • • •
Nintendo Apple iPhone Sony 3DS PlayStaLon Vita
The average Android smartphone gamer was 41 years old in June 2013 53% of the Android smartphone gamer base was female Kindle Fire had an impressive penetration rate Based on a June 2013 survey of U.S. gamers (mobile n = 1,117)
13
© 2014 App Annie & IDC | Do Not Distribute
Share of U.S. iPad Gamers That Also Regularly Gamed On… 40%
Source: IDC
30% 20% 10% 0%
Apple iPhone Amazon Android Nintendo Android Sony Kindle Fire smartphone 3DS tablet (with PlayStaLon Google Play) Vita • The average iPad gamer was 42 years old in June 2013 • 54% of the iPad gamer base was female – remarkably similar to Android smartphone gamer demographics • Based on a June 2013 survey of U.S. gamers (mobile n = 1,117)
14
© 2014 App Annie & IDC | Do Not Distribute
1
Installed Base Snapshot
2
3Q13 Spending Patterns
3
Additional U.S. Gaming Device Context
4
Key Themes & Takeaways 15
© 2014 App Annie & IDC | Do Not Distribute
Key Themes & Takeaways, 3Q13 • App categories other than games outpaced games in worldwide revenue growth from 2Q13 to 3Q13 on iOS • Gaming-‐opLmized game sales rebounded appreciably in North America; revenues & volumes recovered from 2Q, but not quite enough to overtake Google Play • Android was not too far behind Apple in terms of U.S. gamers’ favorite mobile/handheld gaming device, but iOS games generated 3x the revenue that Google Play games did in the U.S. • Amazon’s Kindle Fire beat out Android tablets with Google Play in terms of U.S. mobile/handheld gaming device popularity • A surprisingly high share of U.S. mobile/handheld gamers play on more than one portable device
16
© 2014 App Annie & IDC | Do Not Distribute
@lewisAWard @AppAnnie
[email protected] [email protected]
