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The State of
Mobile Gaming 2023
An Analysis of Mobile Gaming Market Trends and Top Titles in the U.S., Europe, and Asia
03
10
18
23
27
© 2023 Sensor Tower Inc. - All Rights Reserved
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GAME GENRE TRENDS
THE RISE OF HYBRIDCASUAL
EXTERNAL GAME SUBSCRIPTIONS
NFT & CRYPTO GAMES
MONETIZATION & META FEATURES TRENDS
MARKET OVERVIEW: WORLDWIDE
MARKET OVERVIEW: UNITED STATES, EUROPE, ASIA
CONCLUSION
35
44
62
Game Genre
Trends
© 2023 Sensor Tower Inc. - All Rights Reserved
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Hypercasual
Arcade
Simulation
Puzzle
Lifestyle
Action
Tabletop
Shooter
Sports
Strategy
$0 $3B $6B $9B $12B $15B
1.5B
1.7B
1.8B
1.9B
1.9B
3.0B
4.5B
4.8B
5.9B
12.3B
1.6B
1.6B
2.1B
1.9B
1.7B
3.4B
4.9B
4.8B
6.0B
13.7B
2021 2022
Mobile game downloads are affected by multiple factors today, including
ATT policies that impact cost per install, the recession affecting user
acquisition budgets and the overall post-covid cultural and
macroeconomic recovery.
But even if these factors influence the whole mobile gaming ecosystem,
some types of games are more affected than others. Why?
The top five genres by downloads in 2022 were the same as in 2021.
Hypercasual remained on top in spite of a decrease of 10 percent in 2022
overall, a drop of 24 percent in Q4 2022, and a continued trend
downwards in 2023.
In 2022, Simulation surpassed Puzzle as the No.3 Genre by downloads,
fueled by Roblox and a new trend in Simulators, Sandbox and Tycoon/
Crafting games utilizing a Hybridcasual product model.
While each of the top 5 genres exhibited negative growth in 2022, Action
games registered double-digit growth at 13 percent in downloads, mainly
due to the strong performance of Shoot’em Ups like Survivor.io and Action
Sandbox games like School Party Craft which inherits game patterns from
Roblox.
Genres Saw Mixed
Outcomes in 2022
Top 10 Game Genres by Worldwide Downloads,
App Store and Google Play
© 2023 Sensor Tower Inc. - All Rights Reserved
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-10%
-3%
-0%
-8%
-11%
+13%
-1%
-14%
+8%
-7%
After the explosive growth of the preceding years, downloads of
Hypercasual games began trending downwards in Q1 2022. In Q4 2022,
Hypercasual game downloads were down 24 percent year-over-year to
2.7B.
The profitability of the Hypercasual product model is directly linked to
user acquisition costs and monetization through the use of video ads.
Both were impacted by multiple factors in 2022.
Hypercasual was the fastest growing genre by downloads during the
pandemic. Hypercasual downloads were up 60 percent year-over-year
2020, and up 15 percent in 2021. This trend, however, reversed course in
2022, and downloads continue trending down in 2023.
Many Hypercasual developers and publishers are searching for solutions
to this decline. The most appealing has been the transition to the new
Hybridcasual product model.
Hypercasual Saw Major Decline
in Downloads in 2022
Worldwide Download Growth by Game Genre, App Store and Google Play
© 2023 Sensor Tower Inc. - All Rights Reserved
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Hypercasual Arcade Puzzle Simulation Lifestyle
Hypercasual
-24% Y/Y
Puzzle
-4% Y/Y
Arcade
-4% Y/Y
Simulation
-10% Y/Y
Lifestyle
-11% Y/Y
It’s clear that the mobile gaming ecosystem is evolving rapidly, with the
market producing new innovations in response to changes like ATT and
post-covid player behavior.
Changes in cost per install and consolidation between publishers and
developers are resulting in industry-wide shifts that challenge established
financial models for developing and operating games.
Sensor Tower’s Product Model descriptor identifies the core business
strategy of a game. It answers fundamental financial questions around
how a game generates revenue and the costs to acquire and retain
players.
Each Product Model identified by Sensor Tower represents a distinct
business strategy to find and sustain profitability.
In 2022, the Hypercasual product model was most affected, decreasing
by 1 billion yearly downloads, whereas Hybridcasual saw a 13 percent
increase in downloads. At the same time, Exclusive Access (meaning
games only available through external subscriptions, like the Netflix and
Apple Arcade libraries) saw a 54 percent increase in downloads year-over-
year.
Hybridcasual Is the New Casual
Worldwide Downloads by Product Model, App Store and Google Play
© 2023 Sensor Tower Inc. - All Rights Reserved
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1.5B
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Casual Core Exclusive Access Hybridcasual Hypercasual Mid-core
Casual
-5% Y/Y
Exclusive Access
54% Y/Y
Core
-15% Y/Y
Hybridcasual
13% Y/Y
Hypercasual
-18% Y/Y
Mid-core
-5% Y/Y
RPG
Strategy
Puzzle
Casino
Shooter
Simulation
Action
Sports
Arcade
Tabletop
$0 $5B $10B $15B $20B $25B
$1.8B
$2.1B
$2.7B
$4.5B
$4.5B
$4.6B
$8.0B
$9.1B
$16.3B
$20.2B
$1.7B
$2.3B
$3.2B
$4.1B
$4.9B
$5.9B
$8.1B
$9.5B
$17.5B
$23.5B
2021 2022
Among the top genres, Action and Tabletop stood out as the only two
showing positive growth in 2022, with revenue increasing by 9 percent
and 4 percent year-over-year, respectively.
The Action genre was mostly fueled by Mid-core ‘forever’ games like
Genshin Impact, Dragon Ball Legends and Marvel Contest of Champions.
Trending Hybridcasual game Survivor.io also made a contribution to the
genre.
In contrast, Shooter was the worst performing genre in terms of revenue
growth, with worldwide revenue decreasing 22 percent year-over-year
during 2022. We see the the genre consolidating towards top grossing
games like PUBG Mobile, Garena Free Fire and Call of Duty Mobile.
Although Shooter still ranked as the fifth largest genre in 2022, if the
ascent of Action continues into 2023, it may surpass Shooter to become
the fifth largest genre by revenue.
Revenue of Most Top Genres
Declined in 2022
Top 10 Game Genres by Worldwide Gross Revenue,
App Store and Google Play
© 2023 Sensor Tower Inc. - All Rights Reserved
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-14%
-7%
-4%
-1%
-22%
-9%
+9%
-14%
-7%
+4%
Four of the top five largest game genres registered revenue declines in Q4
2022, with Casino as the only exception. Shooter saw the steepest decline,
with revenue falling by 25 percent year-over-year in Q4 2022, followed by
RPG, which declined by 20 percent.
RPG saw a drastic decline in the past two years, with revenue falling from
$6.1B in Q1 2021 to $4.5B in Q4 2022, down 26 percent.
Despite this, RPG still ranked as the largest genre by revenue in 2022.
If recent trends continue, Strategy could overtake RPG in the coming years
as the biggest genre by revenue. With relatively stable revenue, Strategy
has narrowed the gap with RPG to $700M in revenue in Q4 2022, down
from nearly $1.3B a year prior.
RPG Revenue Down for the
Seventh Consecutive Quarter
Worldwide Gross Revenue by Game Genre, App Store and Google Play
© 2023 Sensor Tower Inc. - All Rights Reserved
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Note:
Revenue figures are gross revenue (including the cut taken by Apple or Google).
$0
$1B
$2B
$3B
$4B
$5B
$6B
$7B
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RPG Strategy Puzzle Casino Shooter
RPG
-20% Y/Y
Puzzle
-7% Y/Y
Strategy
-12% Y/Y
Casino
+1% Y/Y
Shooter
-25% Y/Y
RPGs were the most popular and lucrative genre in the mobile gaming
industry in Asia, accounting for 39 percent of mobile game revenue
generated in 2022.
In contrast to the Asian market, North American mobile gaming revenue is
driven by a wider variety of genres, including Puzzle, Casino, Strategy, and
RPG. Each of those genres generated at least 12 percent of all player
spending in North America.
In Europe, the mobile gaming industry is similarly driven by a diverse
range of genres. The Strategy genre accounted for nearly a quarter of the
mobile game revenue in Europe in 2022.
Asia Is a Major Contributor
to RPG Revenue
Market Share for Game Genres by Gross Revenue in 2022,
App Store and Google Play
© 2023 Sensor Tower Inc. - All Rights Reserved
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Asia
North America
Europe
0% 25% 50% 75% 100%
18%
17%
20%
10%
9%
2%
5%
4%
7%
12%
20%
4%
19%
21%
4%
23%
18%
23%
12%
12%
39%
RPG Strategy Puzzle Casino Shooter Simulation Other
The Rise of
Hybridcasual
© 2023 Sensor Tower Inc. - All Rights Reserved
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© 2023 Sensor Tower Inc. - All Rights Reserved
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What is Hybridcasual?
The Hybridcasual product model combines the approachable core
mechanics from Hypercasual games with retention and monetization
features of Mid-core and Casual games.
These games are characterized by:
- Easy to understand active gameplay mechanics that require low cognitive
effort inheirited from Hypercasual games.
- Simplified long term meta features like Character Collection and Progression
associated with Mid-core games.
- Hybrid monetization strategies, featuring currency bundles and progression
packs from Casual games, and interstitials and rewarded ads with
implementations similar to Hypercasual games.
- Often lower production costs than Casual games, and thus the utilization of
more generic assets, codebase and logic from other projects - an operational
strategy pioneered in Hypercasual.
- A broad appeal to multiple audiences due to its unique combination of Mid-
core, Hypercasual and Casual personas.
Definition of Hybridcasual
Archero by Habby
Downloads in 2022: 6M
Revenue in 2022: $30M
My Little Universe
by SayGames
Downloads in 2022: 18M
Revenue in 2022: $8.4M
© 2023 Sensor Tower Inc. - All Rights Reserved
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Percentage of Top 10 Hybridcasual Game Themes
99 New Hybridcasual
Games launched in 2022
0
1.0B
2.0B
3.0B
4.0B
5.0B
6.0B
2019 2020 2021 2022
$0
$500M
$1.0B
$1.5B
2019 2020 2021 2022
Worldwide Hybridcasual Games Downloads
(App Store and Google Play)
Worldwide Hybridcasual Games Revenue
(App Store and Google Play)
5.1 Billion
App Store + Google Play
Downloads in 2022
1.4 Billion
App Store + Google Play
Revenue in 2022
Space
18%
Treasure Hunter
4%
Crime
6%
Zombie
6% Stickmen
6%
Vehicles - Plane
7%
Hypercasual
8%
Dungeon Crawler
10%
Combat Arena
17%
Abstract
17%
Hybridcasual Mobile Games Market Overview:
Between June and August 2022, we see the trend for US downloads start
to shift toward Hybridcasual, fueled by Stumble Guys, acquired during
this same period by Scopely. Stumble Guys embraces the Social Party
meta from Roblox and mini-game patterns borrowed from successful PC
and console game Fall Guys: Ultimate Knockdown.
Hypercasual’s growth reached an inflection point in Q4 2022, while
Hybridcasual initiated its second wave of downloads, with games such as
Survivor!.io amassing more than 21M downloads worldwide during this
quarter. Survivor!.io is a mobile game published by Habby that utilizes
game patterns from successful pixel-graphic and PC game Vampire
Survivors.
From a game design perspective, there’s a clear trend of mobile
publishers utilizing the Hybridcasual product model with games inspired
by recent successes from the PC/console space.
Sensor Tower Game Intelligence can identify emerging trends and
market shifts to help drive your product strategy.
Hyper & Hybrid in 2022
U.S. Monthly Download Growth for Hypercasual & Hybridcasual,
App Store and Google Play
© 2023 Sensor Tower Inc. - All Rights Reserved
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U.S. Download Growth for Hypercasual and Hybridcasual Games
App Store (indexed to Jan. 2022)
-60%
-40%
-20%
0%
20%
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U.S. Download Growth for Hypercasual and Hybridcasual Games
Google Play (indexed to Jan. 2022)
-40%
-30%
-20%
-10%
0%
10%
20%
30%
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Hypercasual
Hypercasual
Hybridcasual
Hybridcasual
© 2023 Sensor Tower Inc. - All Rights Reserved
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Some identify Hybridcasual as an evolution of Hypercasual, going as far
as to call these games Hypercasual 2.0. However, if we dive deeper into
the more than 700 Hybridcasual games released in recent years, we see
that this product model is also being adopted by studios that focus on
Casual and Mid-core games.
SayGames transitioned from Hyper to Hybrid very early, allowing them to
generate hits such as Race Master 3D (Arcade Racing), and My Little
Universe (Tycoon Crafting). Revenue from their games achieved 2X
growth in 2022.
Miniclip’s Triple Match 3D combines Pair game patterns aimed at casual
players with the Hybridcasual product model, which has led it to
dominate the Pair sub-genre. It generated 4X more revenue than its
closest competitor with nearly the same number of monthly downloads.
Even Supersonic is beginning to explore the Hyper to Hybrid
transformation with games like My Mini Mart that include in-app
purchases and progression metas.
Sensor Tower identifies Hypercasual games using a variety of signals from
our dataset, including monetization and meta features, ad publishing
activity, and usage data from our proprietary panel. All core descriptors,
including Product Model and Hypercasual, are also manually reviewed by
our analyst team for the highest accuracy.
Hypercasual and Casual
Developers Join the Hybrid Wave
More Hybridcasual Games Released in recent years
Race Master 3D - Car Racing
SayGames
Worldwide Released Date: 8/1/2021
All-Time Download: 205M
All-Time Revenue: $2.38M
No. 2 Hybridcasual game by download in 2022
My Mini Mart
Supersonic Studios
Worldwide Released Date: 12/18/2021
All-Time Download: 71.2M
All-Time Revenue: $3.2M
No. 14 Hybridcasual game by download in 2022
Triple Match 3D
Miniclip
Worldwide Released Date: 4/13/2022
All-Time Download: 6M
All-Time Revenue: $69.6M
No. 214 Hybridcasual game by download in 2022
Rush Royale: Tower Defense TD
UPWAKE.ME
Worldwide Released Date: 10/9/2020
All-Time Download: 43.9M
All-Time Revenue: $137M
No. 74 Hybridcasual game by download in 2022
Hybridcasual Wins Player
Engagement
Average Time Spent and Session Duration in Top Games, Q4 2022
© 2023 Sensor Tower Inc. - All Rights Reserved
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15
In Q4 2022, Hybridcasual games had longer average sessions and
playtime than top Hypercasual games. On average, players of
Hybridcasual games spent over an hour per month playing; nearly double
the amount of time spent by players of Hypercasual games.
Engaged players generate more value than ever. Solid in-game economies
with clear monetization and meta features are even more critical today to
retain players and drive long-term engagement.
In Q4 2022, Rush Royale: Tower Defense TD led Hybridcasual games in
average time spent on Android. Its players spent 88.7 percent more time
on the app compared to No.1 Hypercasual title Crafting and Building on
Android.
This success can be attributed to its various engaging meta features,
including Character Collection, Levels, and Social Clans, which helped to
keep players interested and involved in the game.
Average Time Spent per Month
Android
Time Spent (min)
0 10 20 30 40 50 60 70
Hypercasual Hybridcasual
IOS
Time Spent (min)
0 10 20 30 40 50 60 70
Android
Average Session Duration (s)
0 80 160 240 320 400
IOS
Average Session Duration (s)
0 64 128 192 256 320
Session Duration
Hybridcasual Games
Employ Meta Features
Percentage of Top Hybridcasual Games With Selected Meta Features
© 2023 Sensor Tower Inc. - All Rights Reserved
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Meta features are more widespread in Hybridcasual games.
While only 5 percent of the top Hypercasual games utilize at least one
meta feature, 30 percent of the top Hybridcasual games employ at least
one meta feature identified by Sensor Tower advanced descriptors.
Character Collection is the most common meta feature in Hybridcasual
games, with 18 percent of the top Hybridcasual games incorporating this
feature.
The Character Collection feature also boosts time spent. On average,
players spend nearly 2 hours on a Hybridcasual game with Character
Collection, which is 122 percent more time compared to a game without
this meta.
Time
Spend
(min)
0
40
80
120
W/O Character Collection With Character Collection
Average Monthly Time Spent (Q4 2022, Android)
Note:
Top 100 Hybridcasual mobile games by download in 2022
82%
18%
Character Collection
92%
8%
Levels
92%
8%
With Meta Feature Without Meta Feature
Social Clans
95%
5%
Resource Management
98%
2%
Narrative Stories
99%
1%
Decoration /
Renovation
Social Gambling
99%
1%
Hybridcasual Finds
Worldwide Audience
Hybridcasual Download Growth by Region in 2022,
App Store and Google Play
© 2023 Sensor Tower Inc. - All Rights Reserved
|
17
While the worldwide number of downloads of mobile games has not
changed in 2022 compared to 2021, Hybridcasual games saw positive
growth in downloads across the globe with the exception of the Middle
East.
Asia saw the largest download growth in 2022, with installs increasing
94M, up 4 percent year-over-year. North America also experienced high
download growth in 2022, as installs rose by nearly 63M, up 17 percent
year-over-year.
Note Regarding Download Estimates
Our estimates include worldwide downloads for iPhone, iPad, and Google Play in 2022. Apple
apps and Google pre-installed apps are excluded. We report unique installs only. Android
estimates do not include third-party stores.
+6%
in Latin America
1.04B
Downloads
+17%
in North America
425M
Downloads
+7%
in Europe
994M
Downloads
+4%
in Asia
2.2B
Downloads
-4%
in Middle East
124M
Downloads
+18%
in Oceania
31M
Downloads
+9%
in Africa
281M
Downloads
External Game
Subscriptions
© 2023 Sensor Tower Inc. - All Rights Reserved
|
18
Netflix is a new player in the mobile gaming market, but they are making
a big splash with their Exclusive Access games.
The Exclusive Access product model identifies games that are only
available to members of a subscription service.
By making their games only accessible to their subscribers, Netflix
leverages an enormous user base. This model allows developers for
Netflix games to ignore monetization features and focus on building
engaging stories and experiences.
Netflix’s catalog is growing and generated 24.6 M downloads in 2022.
© 2023 Sensor Tower Inc. - All Rights Reserved
|
19
Percentage of games by Genres
Other
26%
Lifestyle
9%
Simulation
9%
Puzzle
11%
Tabletop
11%
RPG
13%
Arcade
22%
No. 1
Stranger
Things:
1984
No. 2
Stranger
Things 3:
The Game
No. 4
Teeter (Up)
No. 5
SpongeBob:
Get Cooking
No. 3
Asphalt Xtreme
No. 6
Exploding
Kittens
External Game Subscription -
Netflix
Exclusive Access Product Model and External Game Subscriptions
Stranger Things: 1984
Stranger Things 3: The Game
Asphalt Xtreme
Teeter (Up)
SpongeBob:
Get Cooking
LEADERBOARD
Mobile games based on Netflix’s popular series Stranger Things
hold the top spots for Netflix-published mobile titles. The No.1
title, Stranger Things: 1984, picked up 4M downloads from
release through the end of 2022. Stranger Things 3: The Game
ranks No.2 with nearly 3M downloads.
Popular Netflix Shows
Boost Game Adoption
Top Netflix Games by Downloads, App Store and Google Play
© 2023 Sensor Tower Inc. - All Rights Reserved
|
20
Top 5 Netflix games
by downloads
(from the publication date
through the end of 2022)
© 2023 Sensor Tower Inc. - All Rights Reserved
|
21
An external game subscription provides access to and benefits for games.
These games aren't necessarily exclusive, but players won't have to pay
any up front costs to download the game and will have access to features
that are normally premium.
Apple Arcade offers a combination of exclusive access and standard
freemium titles. They publish predominantly Puzzle and Arcade games,
but have a strong selection of Mid-core Tabletop and RPG games.
Sensor Tower maintains a full updated list of Apple Arcade and external
subscription games.
Chess - Play & Learn
by chess.com
Puzzle
Jetpack Joyride
by Halfbrick Studios
Platformer
Fruit Ninja
by Halfbrick Studios
Arcade
Other
12%
RPG
4%
Tabletop
18%
Simulation
16%
Arcade
18%
Puzzle
32%
Hybridcasual
10%
Exclusive Access
14%
Mid-core
24%
Casual
52%
Percentage of games by Product Model Percentage of games by Genres
External Game Subscription -
Apple Arcade
Percentage of Apple Arcade Games by Product Model and Genre
© 2023 Sensor Tower Inc. - All Rights Reserved
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22
Hungry Shark
Evolution by Ubisoft
- Arcade
Pixel Art - color by
number - by Easybrain
- Tabletop
Beach Buggy Racing
by Vector Unit
- Racing
Percentage of games by Product Model Percentage of games by Genres
Google Play Pass has more games included than their competitors, mostly
focused on Casual Arcade & Puzzle genres.
Play Pass subscribers get access to hundreds of games for one monthly
subscription. Play Pass doesn’t focus on exclusive titles — they target paid
games and freemium titles.
An added benefit for members is that they are able to bypass any
monetization present in the games and have all features normally gated
behind in-game currency fully available.
31 percent of the games in Google Play Pass are Puzzle, followed by
16 percent Arcade, 13 percent Simulation and 9 percent Lifestyle genre.
The full list of Google Play Pass games is available on Sensor Tower along
with data on all monetization patterns as part of our game taxonomy.
Other
26%
Tabletop
5%
Lifestyle
9%
Simulation
13%
Arcade
16%
Puzzle
31%
Hybridcasual
13%
Hypercasual
17%
Mid-core
21%
Casual
50%
# titles: 500+
External Game Subscription -
Google Play Pass
Percentage of Google Play Pass Games by Product Model and Genre
NFT & Crypto
Games
© 2023 Sensor Tower Inc. - All Rights Reserved
|
23
Crypto/NFT Games on Mobile on
Downward Trend Following Q3 2022
Worldwide Quarterly Downloads of NFT/Crypto Games,
App Store and Google Play
© 2023 Sensor Tower Inc. - All Rights Reserved
|
24
Crypto/NFT game downloads declined sharply in the second half of
2022, from 46M in H1 2022, to 29M in H2.
Each of the top 5 genres of Crypto/NFT games exhibited negative growth
from 2021 to 2022. Action and Simulation games that incorporated
Crypto/NFT mechanics saw a particularly large decline in downloads.
Player spending through in-app purchases for these games also declined
35 percent Y/Y, from $516M in 2021 to $336M in 2022.
0
30M
60M
90M
120M
150M
180M
Action RPG Simulation
44M
56M
96M
73M
62M
179M
2021 2022
Downloads of NFT/Crypto games by Genre
Downloads 0
8M
15M
23M
30M
Q
1
2
0
1
9
Q
2
2
0
1
9
Q
3
2
0
1
9
Q
4
2
0
1
9
Q
1
2
0
2
0
Q
2
2
0
2
0
Q
3
2
0
2
0
Q
4
2
0
2
0
Q
1
2
0
2
1
Q
2
2
0
2
1
Q
3
2
0
2
1
Q
4
2
0
2
1
Q
1
2
0
2
2
Q
2
2
0
2
2
Q
3
2
0
2
2
Q
4
2
0
2
2
App Store Google Play
29M
27M
46M
35M
Top NFT/Crypto Games For
Mobile in 2022
Top 10 Games With NFT/Crypto Monetization by Worldwide Downloads in 2022
© 2023 Sensor Tower Inc. - All Rights Reserved
|
25
Apple has new rules for NFT apps and games that require developers
to utilize in-app purchases, which are subject to Apple’s 30%
commission. Consequently, a number of developers and publishers
have chosen to avoid the App Store, making their games exclusively
available on Android devices.
INVU: 3D Avatar Creator & Chat, Highrise: Metaverse Life World,
STEPN, and Thetan Arena stand out as the most downloaded NFT/
Crypto games in the Mobile ecosystem.
Crypto/NFT mobile games were a fast-growing category in 2021,
however for a multitude of reasons, many gaming companies have
slowed their crypto plans in 2022.
Live Ops Gacha Currency
Bundle
Subscription NFT/Crypto
✖ ✖ ✔ ✖ ✔
✔ ✖ ✔ ✔ ✔
✖ ✖ ✔ ✖ ✔
✖ ✖ ✔ ✖ ✔
✖ ✖ ✔ ✖ ✔
✖ ✖ ✔ ✖ ✔
✖ ✖ ✖ ✖ ✔
✖ ✖ ✖ ✖ ✔
✖ ✖ ✔ ✖ ✔
✔ ✔ ✔ ✔ ✔
2022
$0
$3M
$6M
$9M
$12M
$15M
2M
2M
2M
2M
4M
4M
5M
6M
9M
9M
5M
0
1M
0
4M
7M
8M
0
6M
13M
2021 2022
The United States is the top market in downloads for Crypto/NFT mobile
games, with a market share of 16 percent in 2022, followed by Brazil and
Philippines, with 12 percent and 9 percent market share, respectively.
Each of the top five markets for Crypto/NFT mobile game downloads
experienced a decline in monthly active users (MAUs) at the end of 2022.
The decline first hit Brazil in Q2 2022, with a 39 percent drop in usage in
Q4 2022 compared to its peak in Q1 2022.
The other top markets (U.S., Philippines, Thailand, Indonesia) saw
positive MAU growth in Q2 2022, but have seen declines from Q3 2022 on.
Among the top 10 markets, India is the only market maintaining positive
growth over the past two years. The top Crypto/NFT games in India
collectively surpassed 880K MAUs in Q4 2022, up 130 percent from
Q1 2021.
Monthly Active Users of Crypto/NFT
Games Decline in H2 2022
Top Markets’ Active Users for Top Crypto/NFT Games
© 2023 Sensor Tower Inc. - All Rights Reserved
|
26
Note:
Monthly active users totals are the average of each app’s average MAU each quarter (this may
count users multiple times if they use multiple devices).
Average
Monthly
Active
Users
0
1M
2M
3M
4M
Q
1
2
0
2
1
Q
2
2
0
2
1
Q
3
2
0
2
1
Q
4
2
0
2
1
Q
1
2
0
2
2
Q
2
2
0
2
2
Q
3
2
0
2
2
Q
4
2
0
2
2
Brazil
Philippines
Indonesia
Thailand
U.S.
Monetization
and Meta
Feature Trends
© 2023 Sensor Tower Inc. - All Rights Reserved
|
27
Welcome to the Games-as-a-Service
World!
Top 10 Games by Worldwide Gross Revenue in 2022,
App Store and Google Play
© 2023 Sensor Tower Inc. - All Rights Reserved
|
28
Live Ops is a key monetization and retention structure for top
grossing games attempting to maintain long-term player
engagement and spending. All of the world’s top 10 revenue generating
mobile games in 2022 support their titles through this content structure.
Classic monetization features like the Starter Pack and Currency Bundles
also appear in most top grossing titles. For example, eight of the top 10
grossing games include a Starter Pack.
Coin Master, from Moon Active, stands out as the only Casino title in the
top 10 mobile games. This is a testament to the fact that Social Casino
games with Casual aesthetics, mechanics and product model can reach a
broader casual audience, and drive higher engagement and revenue.
Note:
Revenue figures are gross revenue (including the cut taken by Apple or Google). $0 $500M $1.0B $1.5B $2.0B $2.5B $3.0B
$729M
$816M
$835M
$1.9B
$2.1B
$2.8B
$866M
$1.1B
$1.3B
$1.0B
Casino Casual Mid-core Sports & Racing Live Ops Gacha Season Pass Subscription Starter Pack
✔ ✖ ✔ ✔ ✔
✔ ✖ ✔ ✔ ✔
✔ ✔ ✔ ✔ ✔
✔ ✖ ✔ ✖ ✔
✔ ✖ ✖ ✔ ✔
✔ ✖ ✖ ✖ ✔
✔ ✖ ✖ ✖ ✔
✔ ✔ ✖ ✖ ✔
✔ ✔ ✖ ✔ ✖
✔ ✔ ✖ ✖ ✖
Live Ops Is the Standard Practice
Among Top Grossing Games
Share of Worldwide Revenue With Selected Monetization in 2022
© 2023 Sensor Tower Inc. - All Rights Reserved
|
29
Live Ops has become the standard monetization for achieving
success in the mobile game industry, with 91 percent of the world’s top
games supporting their titles through this approach. In addition,
97 percent of top games’ revenue comes from games with this
monetization strategy.
Although only 41 percent of mobile games employed the Season Pass
feature, these have collectively generated more than half of player
spending worldwide.
Sensor Tower’s advanced descriptors allow you to quickly identify the
monetization structure of each game in order to understand your game’s
potential.
Note:
Top 500 mobile games by revenue in 2022
Percentage
of
games
0%
20%
40%
60%
80%
100%
Live Ops Starter Pack Loot Box Gacha Subscription Season Pass
59%
58%
56%
28%
20%
9%
41%
42%
44%
72%
80%
91%
With selected Monetization Without selected Monetization
Share
of
Worldwide
revenue 0%
20%
40%
60%
80%
100%
Live Ops Starter Pack Loot Box Gacha Subscription Season Pass
47%
53%
59%
22%
17%
3%
53%
47%
41%
78%
83%
97%
Live Ops Is Most Commonly
Utilized for RPG Games
Percentage of Top Games With Live Ops and Average Gross Revenue in 2022
© 2023 Sensor Tower Inc. - All Rights Reserved
|
30
Live Ops is most commonly used in RPG games, with 90 percent of the
top performing RPG mobile games featuring it.
Mobile games with Live Ops perform well in terms of revenue, particularly
in Action titles. On average, an Action game with Live Ops can generate
30 times more in revenue than a game without it.
Note:
Top 500 games by revenue in 2022
27%
73%
Strategy
$0
$10M
$20M
$30M
$40M
$50M
10%
90%
RPG
$0
$20M
$40M
$60M
$80M
$100M
$120M
Without Live Ops With Live Ops
34%
66%
Action
$0
$6M
$12M
$18M
$24M
$30M
Average Gross Revenue
Percentage of titles with Live Ops
Loot Boxes as Monetization Feature
Share of Revenue by Games That Use Loot Box in 2022
© 2023 Sensor Tower Inc. - All Rights Reserved
|
31
The 15 percent of games that monetize with Loot Boxes generate 73
percent of total worldwide revenue.
The European Commission is currently investigating whether current laws
do enough to protect consumers from monetization practices such as
Loot Boxes, contributing to uncertainty around the long term viability of
this approach in the region. The stakes are particularly high, as 63 percent
of all mobile game revenue in the EU is generated by games with Loot
Boxes.
Worldwide
Revenue
European
Revenue
Asian
Revenue
0% 25% 50% 75% 100%
13%
37%
27%
87%
63%
73%
With Loot Box Without Loot Box
85%
15%
Worldwide Percentage of titles with Loot Box
Character Collection:
The Dominant Meta Feature
Among Top Mobile Games
Top 10 Games by Worldwide Gross Revenue in 2022,
App Store and Google Play
© 2023 Sensor Tower Inc. - All Rights Reserved
|
32
Character Collection is the most widespread meta feature among
top titles, and is present in 70 percent of top titles.
Character Collection is particularly prevalent in Mid-core titles, with
88 percent of the top Mid-core games, in terms of player spend, relying on
this feature to enhance player engagement.
Note:
Revenue figures are gross (including the cut taken by Apple or Google).
Character
Collection
Resource
Management
Levels Narrative
Stories
Social Clans
✔ ✖ ✖ ✖ ✔
✔ ✖ ✖ ✖ ✔
✔ ✖ ✖ ✔ ✖
✖ ✖ ✔ ✖ ✔
✖ ✖ ✖ ✖ ✖
✖ ✔ ✔ ✖ ✔
✔ ✖ ✖ ✖ ✖
✔ ✔ ✖ ✔ ✔
✔ ✔ ✖ ✔ ✔
✔ ✔ ✔ ✔ ✖
$0 $500M $1.0B $1.5B $2.0B $2.5B $3.0B
$729M
$816M
$835M
$1.9B
$2.1B
$2.8B
$866M
$1.1B
$1.3B
$1.0B
Casino Casual Mid-core Sports & Racing
The Combination of Character
Collection & Social Clan Metas
Maximize Player Engagement
Percentage of Top Android Games by Monthly Average Time Spent, Q4 2022
© 2023 Sensor Tower Inc. - All Rights Reserved
|
33
Character Collection and Social Clans are the most prevalent meta
features among top titles in the mobile gaming ecosystem.
Players of mobile games featuring both Character Collection and Social
Clans metas tend to spend more time in the game. 72 percent of the top
games with this combination see players spend an average of over
3 hours per month, while only 22 percent of games with just the Character
Collection meta feature see a similar amount of time spent.
Character Meta
& Social Clans
Social Clan Only
Character Meta Only
None
0% 25% 50% 75% 100%
72%
33%
20%
5%
24%
44%
36%
23%
4%
15%
30%
41%
7%
14%
31%
More than 6 hours 3 - 6 hours 1 - 3 hours Less than an hour
Note:
Top 1000 Android games by downloads
In-App Events Drive Engagement
Marvel Snap’s Worldwide Daily Revenue, App Store and Google Play
© 2023 Sensor Tower Inc. - All Rights Reserved
|
34
The release of events on a periodic update schedule drives engagement
and monetization. Sensor Tower’s In-App Events feature can measure how
much revenue is generated by each event the game administers.
This is a powerful source of insights for benchmarking and understanding
your competitors Live Ops strategy.
Among the best performing mobile games employing this strategy,
Marvel Snap stands out. Nuverse earned an estimated $670K in revenue
on the release day of the Warriors of Wakanda event in November 2022,
$746K on the release day of The Power Cosmic event in December 2022
and $694K the day of the Happy Winterverse Event.
Note:
Revenue figures are gross revenue (including the cut taken by Apple or Google).
$0
$200K
$400K
$600K
$800K
$1M
$1.2M
1
0
/
1
8
/
2
2
1
0
/
2
1
/
2
2
1
0
/
2
4
/
2
2
1
0
/
2
7
/
2
2
1
0
/
3
0
/
2
2
1
1
/
2
/
2
2
1
1
/
5
/
2
2
1
1
/
8
/
2
2
1
1
/
1
1
/
2
2
1
1
/
1
4
/
2
2
1
1
/
1
7
/
2
2
1
1
/
2
0
/
2
2
1
1
/
2
3
/
2
2
1
1
/
2
6
/
2
2
1
1
/
2
9
/
2
2
1
2
/
2
/
2
2
1
2
/
5
/
2
2
1
2
/
8
/
2
2
1
2
/
1
1
/
2
2
1
2
/
1
4
/
2
2
1
2
/
1
7
/
2
2
1
2
/
2
0
/
2
2
1
2
/
2
3
/
2
2
1
2
/
2
6
/
2
2
1
2
/
2
9
/
2
2
In- App Event
11/8/2022 - 12/6/2022
Warriors of Wakanda
In- App Event
12/6/2022 - 1/3/2023
The Power Cosmic
In- App Event
12/21/2022 - 1/2/2023
Happy Winterverse
Market Overview:
Worldwide
© 2023 Sensor Tower Inc. - All Rights Reserved
|
35
Global Game Revenue Declines
for the Fifth Consecutive Quarter
Worldwide Quarterly Consumer Spending on Mobile Games,
App Store and Google Play
© 2023 Sensor Tower Inc. - All Rights Reserved
|
36
Global mobile game revenue experienced enormous growth in 2020
at the beginning of the COVID-19 pandemic, with its year-over-year
growth in H2 2020 reaching 25 percent. Player spending peaked in
H2 2021 at $43B.
Revenue has declined quarter-over-quarter since its peak in
Q3 2021. Player spending declined 14 percent, from $22B in Q3 2021 to
$18.9B in Q4 2022. Despite this, it has remained well above pre-pandemic
levels.
Note:
Revenue figures are gross revenue (including the cut taken by Apple or Google).
$0
$5B
$10B
$15B
$20B
$25B
Q
1
2
0
1
9
Q
2
2
0
1
9
Q
3
2
0
1
9
Q
4
2
0
1
9
Q
1
2
0
2
0
Q
2
2
0
2
0
Q
3
2
0
2
0
Q
4
2
0
2
0
Q
1
2
0
2
1
Q
2
2
0
2
1
Q
3
2
0
2
1
Q
4
2
0
2
1
Q
1
2
0
2
2
Q
2
2
0
2
2
Q
3
2
0
2
2
Q
4
2
0
2
2
7.2B
7.3B
7.3B
8.2B
8.5B
8.8B
8.7B
8.9B
8.2B
8.1B
8.1B
6.9B
6.5B
6.5B
6.0B
6.0B
11.7B
12.0B
12.3B
12.7B
12.7B
13.2B
12.6B
13.0B
12.3B
12.4B
12.0B
10.8B
9.9B
10.0B
9.1B
9.0B
App Store Google Play
+25%
+5%
-11%
Honor of Kings Regained Its Lead in 2022
Top Mobile Game by Worldwide Revenue on App Store and Google Play
© 2023 Sensor Tower Inc. - All Rights Reserved
|
37
1 Honor of Kings
Tencent
PUBG Mobile
Tencent
Fate/Grand Order
Sony
Candy Crush Saga
King
Monster Strike
Mixi
Pokémon GO
Niantic
Fantasy WW Journey
NetEase
LineageM
NCSOFT
Clash of Clans
Supercell
Homescapes
Playrix
2
3
4
5
6
7
8
9
10
2019
1 PUBG Mobile
Tencent
Honor of Kings
Tencent
Pokémon GO
Niantic
Roblox
Roblox
Coin Master
Moon Active
Monster Strike
Mixi
Rise of Kingdoms
Lilith Games
Gardenscapes
Playrix
Fate/Grand Order
Sony
2
3
4
5
6
7
8
9
10
2020
+1
-1
+3
NEW
NEW
-1
NEW
-7
1 PUBG Mobile
Tencent
Honor of Kings
Tencent
Genshin Impact
miHoYo
Roblox
Roblox
Coin Master
Moon Active
Candy Crush Saga
King
Pokémon GO
Niantic
Garena Free Fire
Garena
Uma Musume Pretty Derby
Cygames
Rise of Kingdoms
Lilith Games
2
3
4
5
6
7
8
9
10
2021
-2
-
-
NEW
NEW
NEW
-
-2
Candy Crush Saga
King
NEW
-5
+3
-3
Genshin Impact
miHoYo
Coin Master
Moon Active
Candy Crush Saga
King
Pokémon GO
Niantic
Three Kingdoms Tactics
Alibaba
Uma Musume Pretty Derby
Cygames
Fate/Grand Order
Sony
3
4
5
6
7
8
9
10
2022
-2
NEW
+2
-1
+1
1 Honor of Kings
Tencent
PUBG Mobile
Tencent
2
Roblox
Roblox
-
-
NEW
+1
-1
Sports & Racing
Mid-core Casual
Casino
Game Class
Taiwan
China Becomes the Second Largest
Market Following Japan’s Double
Digit Year-Over-Year Decline
Top Markets by Mobile Game Spending, App Store and Google Play
© 2023 Sensor Tower Inc. - All Rights Reserved
|
38
The United States remains the top market for mobile games. U.S.
player spending remained above $5.5B each quarter following the onset
of the COVID-19 pandemic, but has seen a downward trend in the past
two years, falling 6 percent year-over-year in Q4 2022, compared to the
same period in 2021.
Meanwhile, Japan, South Korea, and Taiwan, experienced double-digit
revenue decline during Q4 2022, down 22 percent, 20 percent, and
12 percent year-over-year, respectively.
China broke this pattern, maintaining relatively stable revenue,
and because of this the country has replaced Japan as the second
largest mobile games market since Q2 2022.
Note:
Revenue figures are gross revenue (including the cut taken by Apple or Google). China numbers
only include App Store as Google Play is not available there
$0
$1B
$2B
$3B
$4B
$5B
$6B
$7B
Q
1
2
0
1
9
Q
2
2
0
1
9
Q
3
2
0
1
9
Q
4
2
0
1
9
Q
1
2
0
2
0
Q
2
2
0
2
0
Q
3
2
0
2
0
Q
4
2
0
2
0
Q
1
2
0
2
1
Q
2
2
0
2
1
Q
3
2
0
2
1
Q
4
2
0
2
1
Q
1
2
0
2
2
Q
2
2
0
2
2
Q
3
2
0
2
2
Q
4
2
0
2
2
U.S
-6% Y/Y
China
-3% Y/Y
Japan
-22% Y/Y
South Korea
-20% Y/Y
Taiwan
-12% Y/Y
U.S Japan China South Korea
U.S. Market Share Continues
to Grow Year-over-Year
Share for Top Markets by Mobile Game Spending,
App Store and Google Play
© 2023 Sensor Tower Inc. - All Rights Reserved
|
39
While the United States, the largest market by spend, continues to gain
market share, Japan experienced double digit revenue decline year-over-
year in 2022 and lost 2 percent market share in global mobile game
revenue compared to 2021.
Countries outside the top five have slowly gained market share,
suggesting that mobile game publishers have turned to less tapped
markets with higher growth potential.
Note:
Revenue figures are gross revenue (including the cut taken by Apple or Google). China numbers
only include App Store as Google Play is not available there
2019
2020
2021
2022
0% 25% 50% 75% 100%
25%
24%
23%
22%
3%
3%
3%
3%
7%
7%
7%
6%
18%
18%
18%
20%
19%
21%
22%
23%
29%
28%
28%
26%
U.S. Japan China South Korea Taiwan Other
Mobile Game Adoption Remains
Stable After a Jump in 2020
Worldwide Quarterly Downloads of Mobile Games,
App Store and Google Play
© 2023 Sensor Tower Inc. - All Rights Reserved
|
40
Mobile game downloads grew dramatically beginning in Q1 2020 at the
beginning of the pandemic, peaking in Q2 2020. Global downloads are
currently stable at an average of 13.8B per quarter over the last two years.
Although mobile game adoption has slowed since its peak in Q2 2020,
it has remained well above pre-pandemic levels.
Note:
Revenue figures are gross revenue (including the cut taken by Apple or Google).
0
3B
6B
10B
13B
16B
Q
1
2
0
1
9
Q
2
2
0
1
9
Q
3
2
0
1
9
Q
4
2
0
1
9
Q
1
2
0
2
0
Q
2
2
0
2
0
Q
3
2
0
2
0
Q
4
2
0
2
0
Q
1
2
0
2
1
Q
2
2
0
2
1
Q
3
2
0
2
1
Q
4
2
0
2
1
Q
1
2
0
2
2
Q
2
2
0
2
2
Q
3
2
0
2
2
Q
4
2
0
2
2
11.7B
11.6B
11.9B
12.0B
11.6B
11.6B
11.8B
11.8B
11.5B
11.8B
12.4B
10.4B
8.8B
8.7B
8.2B
7.5B
1.9B
2.0B
2.0B
2.2B
2.0B
2.1B
2.1B
2.3B
2.1B
2.3B
2.7B
3.0B
2.3B
2.4B
2.2B
2.2B
App Store Google Play
+25%
-2% -1%
Subway Surfers Climbs to the No. 1 Mobile Game in 2022
Top mobile games by worldwide downloads on App Store and Google Play
© 2023 Sensor Tower Inc. - All Rights Reserved
|
41
Sports & Racing
Mid-Core
Game Class Casual
Casino
1 PUBG Mobile
Tencent
Garena Free Fire
Garena
Subway Surfers
Sybo Games
Fun Race 3D
Good Job Games
Color Bump 3D
Good Job Games
Call of Duty: Mobile
Activision Blizzard
My Talking Tom 2
Outfit7
Run Race 3D
Good Job Games
Sand Balls
SayGames
Homescapes
Playrix
2
3
4
5
6
7
8
9
10
2019
1 Among Us
InnerSloth
Garena Free Fire
Garena
Subway Surfers
Sybo Games
PUBG Mobile
Tencent
Hunter Assassin
Ruby Game Studio
Gardenscapes
Playrix
Brain Out
Focus Apps
Ludo King
Gametion
Homescapes
Playrix
2
3
4
5
6
7
8
9
10
2020
NEW
NEW
-
1 Garena Free Fire
Garena
Subway Surfers
Sybo Games
PUBG Mobile
Tencent
Roblox
Roblox
Candy Crush Saga
King
Ludo King
Gametion
Bridge Race
Supersonic Studios
Join Clash 3D
Supersonic Studios
Among Us
InnerSloth
Hair Challenge
Rollic Games
2
3
4
5
6
7
8
9
10
2021
+1
+1
NEW
Tiles Hop
Amanotes
NEW
+2
Stumble Guys
Kitka Games
Candy Crush Saga
King
Roblox
Roblox
Race Master 3D
SayGames
Bridge Race
Supersonic Studios
PUBG Mobile
Tencent
My Talking Tom 2
Outfit7
3
4
5
6
7
8
9
10
2022
-
+1
+1
1 Subway Surfers
Sybo Games
Garena Free Fire
Garena
2
Ludo King
Gametion
-6
NEW
+1
-1
NEW
-
-
-3
NEW
NEW
+1
NEW
NEW
NEW
-8
NEW
NEW
NEW
-3
India Leads the Way in
Mobile Game Adoption
Top Markets by Mobile Game Downloads, App Store and Google Play
© 2023 Sensor Tower Inc. - All Rights Reserved
|
42
India remains the largest market for downloads, accumulating
17 percent of the worldwide total for the third consecutive year in
2022.
Four of the top five countries globally by mobile game downloads have
stable market share, with the U.S. as the only exception. The U.S. lost
3 percentage points in 2022 compared to 2019.
While 75 percent of mobile game revenue in 2022 was concentrated
among the five largest markets, the top five by downloads
combined accounted for only 44 percent of the installs. This
divergence illustrates the difficulty in driving user spend in mobile games
relative to new user acquisition in most markets.
Note:
Revenue figures are gross revenue (including the cut taken by Apple or Google). China numbers
only include App Store as Google Play is not available there.
$0
$500M
$1.0B
$1.5B
$2.0B
$2.5B
$3.0B
Q
1
2
0
1
9
Q
2
2
0
1
9
Q
3
2
0
1
9
Q
4
2
0
1
9
Q
1
2
0
2
0
Q
2
2
0
2
0
Q
3
2
0
2
0
Q
4
2
0
2
0
Q
1
2
0
2
1
Q
2
2
0
2
1
Q
3
2
0
2
1
Q
4
2
0
2
1
Q
1
2
0
2
2
Q
2
2
0
2
2
Q
3
2
0
2
2
Q
4
2
0
2
2
India
13% Y/Y
Brazil
2% Y/Y
U.S.
-9% Y/Y
Indonesia
5% Y/Y
Russia
-11% Y/Y
Russia
India U.S. Brazil Indonesia
India Accounted for 17 Percent
of Downloads in 2022
Market Share for Top Markets by Mobile Game Downloads,
App Store and Google Play
© 2023 Sensor Tower Inc. - All Rights Reserved
|
43
As the smartphone penetration rate in India increased in recent
years, it has become the largest market for mobile game downloads.
In contrast, the U.S. market has been shrinking, showing negative growth
year-over-year since 2019. Downloads in the U.S. decreased 12.8 percent
from 1.3B in Q4 2020 to 1.1B in Q4 2022. Consequently, Brazil has replaced
the U.S. as the second largest market by downloads.
Russia has seen declining downloads since Q2 2022, following the onset of
the Russia-Ukraine war, with the last three quarters showing negative
growth year-over-yea. Downloads in Russia decreased 11 percent in Q4
2022.
Note:
Revenue figures are gross revenue (including the cut taken by Apple or Google). China numbers
only include App Store as Google Play is not available there.
2019
2020
2021
2022
0% 25% 50% 75% 100%
56%
55%
55%
56%
5%
5%
5%
6%
6%
6%
5%
5%
8%
8%
8%
8%
8%
9%
10%
11%
17%
17%
17%
14%
India U.S. Brazil Indonesia Russia Other
Market Overview:
United States
© 2023 Sensor Tower Inc. - All Rights Reserved
|
44
Game Revenue in U.S. Declined
6 Percent in 2022
U.S. Quarterly Gross Revenue From Mobile Games,
App Store and Google Play
© 2023 Sensor Tower Inc. - All Rights Reserved
|
45
The size of the U.S. mobile games market decreased each quarter in 2022
year-over-year by at least 5 percent each quarter. While revenue on App
Store remained stable in Q4 2022, consumer spending on Google Play
declined by 12 percent year-over-year, falling by $291M in gross revenue.
Despite a decline in Q4 2022, the U.S. is still the top market for mobile
gaming, accounting for 29 percent of global market share in revenue.
Note:
Revenue figures are gross revenue (including the cut taken by Apple or Google).
$0
$1B
$2B
$3B
$4B
$5B
$6B
$7B
Q
1
2
0
1
9
Q
2
2
0
1
9
Q
3
2
0
1
9
Q
4
2
0
1
9
Q
1
2
0
2
0
Q
2
2
0
2
0
Q
3
2
0
2
0
Q
4
2
0
2
0
Q
1
2
0
2
1
Q
2
2
0
2
1
Q
3
2
0
2
1
Q
4
2
0
2
1
Q
1
2
0
2
2
Q
2
2
0
2
2
Q
3
2
0
2
2
Q
4
2
0
2
2
2.2B
2.2B
2.3B
2.3B
2.5B
2.6B
2.8B
2.7B
2.4B
2.4B
2.6B
1.9B
1.9B
1.8B
1.8B
1.7B
3.4B
3.4B
3.4B
3.4B
3.5B
3.4B
3.4B
3.4B
3.2B
3.3B
3.5B
2.6B
2.4B
2.3B
2.2B
2.1B
App Store Google Play
+29%
+8%
-6%
Candy Crush, Roblox, and Coin Master
Top Mobile Games by U.S. Revenue on App Store and Google Play
© 2023 Sensor Tower Inc. - All Rights Reserved
|
46
Sports & Racing
Mid-Core
Game Class Casual
Casino
1 Candy Crush Saga
King
Roblox
Roblox
Clash of Clans
Supercell
Pokémon GO
Niantic
Coin Master
Moon Active
Homescapes
Playrix
Slotomania
Playtika
PUBG Mobile
Tencent
Fortnite
Epic Games
Toon Blast
Peak Games
2
3
4
5
6
7
8
9
10
2019
1 Roblox
Roblox
Candy Crush Saga
King
Coin Master
Moon Active
Pokémon GO
Niantic
Gardenscapes
Playrix
Homescapes
Playrix
Clash of Clans
Supercell
Slotomania
Playtika
Call of Duty: Mobile
Activision Blizzard
2
3
4
5
6
7
8
9
10
2020
+1
-1
+2
NEW
1 Roblox
Roblox
Candy Crush Saga
King
Coin Master
Moon Active
Garena Free Fire
Garena
Homescapes
Playrix
Genshin Impact
miHoYo
Pokémon GO
Niantic
Clash of Clans
Supercell
Call of Duty: Mobile
Activision Blizzard
PUBG Mobile
Tencent
2
3
4
5
6
7
8
9
10
2021
-1
-
-
-1
PUBG Mobile
Tencen
-1
-1
Coin Master
Moon Active
Evony: The King's Return
Moon Active
Royal Match
King
Clash of Clans
Supercell
Homescapes
Playrix
Bingo Blitz™
Cygames
Jackpot Party
Sony
3
4
5
6
7
8
9
10
2022
NEW
1 Candy Crush Saga
King
Roblox
Roblox
2
Pokémon GO
Niantic
-
NEW
+1
-1
-
-
-4
-1
NEW
-
NEW
NEW
-1
+1
NEW
NEW
-
-1
+1
U.S. Game Installs Have Fallen
Below Pre-Pandemic Levels
U.S. Quarterly Downloads of Mobile Games, App Store and Google Play
© 2023 Sensor Tower Inc. - All Rights Reserved
|
47
The United States saw strong download growth year-over-year at the start
of the pandemic, seeing its largest Y/Y growth in Q1 2020 at 25 percent.
Mobile game downloads have fallen considerably since.
In the past two years, Q4 downloads declined year-over-year. In the U.S.,
downloads fell below pre-pandemic levels in Q4 2021, and the decline
continued in 2022. Because of this, Brazil has displaced U.S. as the second
largest market for mobile game downloads.
0
300M
600M
900M
1.2B
1.5B
Q
1
2
0
1
9
Q
2
2
0
1
9
Q
3
2
0
1
9
Q
4
2
0
1
9
Q
1
2
0
2
0
Q
2
2
0
2
0
Q
3
2
0
2
0
Q
4
2
0
2
0
Q
1
2
0
2
1
Q
2
2
0
2
1
Q
3
2
0
2
1
Q
4
2
0
2
1
Q
1
2
0
2
2
Q
2
2
0
2
2
Q
3
2
0
2
2
Q
4
2
0
2
2
577M
569M
596M
609M
591M
581M
585M
642M
622M
628M
673M
649M
596M
600M
560M
544M
530M
545M
609M
640M
626M
587M
613M
664M
648M
699M
761M
757M
673M
650M
630M
576M
App Store Google Play
0%
-4%
-9%
Subway Surfers Continues Its Climb Towards the No.1 Spot
Top Mobile Games by U.S. Downloads on App Store and Google Play
© 2023 Sensor Tower Inc. - All Rights Reserved
|
48
Sports & Racing
Mid-Core
Game Class Casual
Casino
1 Call of Duty: Mobile
Activision Blizzard
Color Bump 3D
Good Job Games
Aquapark.io
Voodoo
Mario Kart Tour
Nintendo
Roblox
Roblox
Wordscapes
PeopleFun
Fun Race 3D
Good Job Games
Run Race 3D
Good Job Games
Mr Bullet
Lion Studios
Polysphere
Playgendary
2
3
4
5
6
7
8
9
10
2019
1
2
3
4
5
6
7
8
9
10
2020
NEW
NEW
1 Roblox
Roblox
Project Makeover
AppLovin
Among Us
InnerSloth
High Heels
Zynga
Call of Duty: Mobile
Activision Blizzard
Bridge Race
Supersonic Studios
Subway Surfers
Sybo Games
Magic Tiles 3
Amanotes
Count Masters
Tap2Play
Paper Fold
Good Job Games
2
3
4
5
6
7
8
9
10
2021
+1
Among Us
InnerSloth
Roblox
Roblox
Call of Duty: Mobile
Activision Blizzard
Subway Surfers
Sybo Games
Brain Test
Unico Studios
Coin Master
Moon Active
Magic Tiles 3
Amanotes
Fishdom
Playrix
Tangle Master 3D
Zynga
Woodturning
Voodoo
NEW
3
4
5
6
7
8
9
10
2022
+4
1
2
Wordle!
AppLovin
Among Us
InnerSloth
Stumble Guys
Kitka Games
Fishdom
Playrix
Survivor!.io
Habby
Parking Jam 3D
Popcore Games
Call of Duty: Mobile
Activision Blizzard
Roblox
Roblox
Subway Surfers
Sybo Games
Count Masters
Tap2Play
NEW
NEW
NEW
NEW
NEW
NEW
NEW
-2
NEW
NEW
+3
NEW
-1
-4
NEW
-1
-2
NEW
-
+3
NEW
-3
NEW
NEW
-3
Market Overview:
Europe
© 2023 Sensor Tower Inc. - All Rights Reserved
|
49
Game Revenue in Europe
Declined in 2022
Europe Quarterly Gross Revenue From Mobile Games,
App Store and Google Play
© 2023 Sensor Tower Inc. - All Rights Reserved
|
50
Mobile game consumer spending in Europe reached $2.8B in Q4 2021, an
all-time high and up 7 percent year-over-year. However, in Q4 2022,
revenue decreased by 11 percent year-over-year to $2.3B.
This decline was similar on both platforms, with App Store revenue down
9 percent year-over-year in Q1 2021 compared to 13 percent down year-
over-year on Google Play.
Google Play remains the larger platform, with $1.4B in gaming revenue
compared to $1.2B on App Store during Q4 2022.
Although mobile game revenue has declined since its peak in Q4 2021,
it has remained well above pre-pandemic levels.
Note:
Revenue figures are gross revenue (including the cut taken by Apple or Google).
$0
$500M
$1B
$1.5B
$2B
$2.5B
$3B
Q
1
2
0
1
9
Q
2
2
0
1
9
Q
3
2
0
1
9
Q
4
2
0
1
9
Q
1
2
0
2
0
Q
2
2
0
2
0
Q
3
2
0
2
0
Q
4
2
0
2
0
Q
1
2
0
2
1
Q
2
2
0
2
1
Q
3
2
0
2
1
Q
4
2
0
2
1
Q
1
2
0
2
2
Q
2
2
0
2
2
Q
3
2
0
2
2
Q
4
2
0
2
2
1.4B
1.3B
1.3B
1.4B
1.6B
1.5B
1.5B
1.5B
1.5B
1.4B
1.4B
1.2B
1.1B
1.1B
1.0B
991M
1.1B
1.1B
1.1B
1.2B
1.2B
1.2B
1.2B
1.2B
1.1B
1.0B
1.1B
905M
893M
845M
784M
754M
App Store Google Play
+29%
+ 7%
-11%
Fishdom Broke into the Top Grossing Mobile Games in Europe
Top Mobile Games by Europe Revenue on App Store and Google Play
© 2023 Sensor Tower Inc. - All Rights Reserved
|
51
Sports & Racing
Mid-Core
Game Class Casual
Casino
1 Coin Master
Moon Active
Candy Crush Saga
King
Clash of Clans
Supercell
Brawl Stars
Supercell
Gardenscapes
Playrix
Homescapes
Playrix
Pokémon GO
Niantic
Empires & Puzzles
Small Giant Games
Guns of Glory
FunPlus
Clash Royale
Supercell
2
3
4
5
6
7
8
9
10
2019
1
King
2
3
4
5
6
7
8
9
10
2020
1 Coin Master
Moon Active
Roblox
Roblox
PUBG Mobile
Tencent
State of Survival
FunPlus
Gardenscapes
Playrix
Brawl Stars
Supercell
Candy Crush Saga
King
Homescapes
Playrix
Pokémon GO
Niantic
Clash of Clans
Supercell
2
3
4
5
6
7
8
9
10
2021
-3
-
Coin Master
Moon Active
Brawl Stars
Supercell
PUBG Mobile
Tencent
Gardenscapes
Playrix
Pokémon GO
Niantic
Roblox
Roblox
Candy Crush Saga
Homescapes
Playrix
State of Survival
FunPlus
Clash of Clans
Supercell
-6
-1
3
4
5
6
7
8
9
10
2022
1
2
Roblox
Roblox
PUBG Mobile
Tencent
State of Survival
FunPlus
Clash of Clans
Supercell
Homescapes
Playrix
Fishdom
Cygames
Pokémon GO
Niantic
Moon Active
Moon Active
Candy Crush Saga
King
Gardenscapes
Playrix
+3
-5
-2
NEW
-
NEW
+3
-
+2
NEW
+1
+2
NEW
+4
+6
+2
-4
-
-4
-1
-
-3
+2
-
-1
-
Russia Fell Out of the Top 5 Markets in
Europe for the First Time
Top European Markets by Mobile Game Revenue,
App Store and Google Play
© 2023 Sensor Tower Inc. - All Rights Reserved
|
52
Mobile game revenue declined across the five biggest markets in Europe
during Q4 2022 (Germany, U.K., France, Russia, and Italy).
Russia has seen significant decline for the first time in Q2 2022 following
the onset of the Russia-Ukraine war, with consumer spending dropping
68 percent compared to Q1 2022. Russia’s player spending remained
below $70M each quarter in the last three quarters.
Note:
Revenue figures are gross revenue (including the cut taken by Apple or Google).
$0
$100M
$200M
$300M
$400M
$500M
$600M
$700M
Q
1
2
0
1
9
Q
2
2
0
1
9
Q
3
2
0
1
9
Q
4
2
0
1
9
Q
1
2
0
2
0
Q
2
2
0
2
0
Q
3
2
0
2
0
Q
4
2
0
2
0
Q
1
2
0
2
1
Q
2
2
0
2
1
Q
3
2
0
2
1
Q
4
2
0
2
1
Q
1
2
0
2
2
Q
2
2
0
2
2
Q
3
2
0
2
2
Q
4
2
0
2
2
Germany
- 6% Y/Y
France
-4% Y/Y
U.K
-13% Y/Y
Russia
-72% Y/Y
Italy
-3% Y/Y
Switzerland
-3% Y/Y
Italy
Germany U.K. France Russia Switzerland
Mobile Game Installs in Europe
Fall to Pre-Pandemic Levels
European Quarterly Downloads From Mobile Games,
App Store and Google Play
© 2023 Sensor Tower Inc. - All Rights Reserved
|
53
Mobile game installs in Europe were down 8 percent in Q4 2022,
compared to the same period in 2021. This was the second consecutive
year that Europe saw negative growth in mobile game downloads in Q4.
Google Play remains the most relevant mobile game marketplace in
Europe, accounting for 83 percent of the market share in downloads
in 2022.
Note:
Revenue figures are gross revenue (including the cut taken by Apple or Google).
$0
$1B
$2B
$3B
$4B
Q
1
2
0
1
9
Q
2
2
0
1
9
Q
3
2
0
1
9
Q
4
2
0
1
9
Q
1
2
0
2
0
Q
2
2
0
2
0
Q
3
2
0
2
0
Q
4
2
0
2
0
Q
1
2
0
2
1
Q
2
2
0
2
1
Q
3
2
0
2
1
Q
4
2
0
2
1
Q
1
2
0
2
2
Q
2
2
0
2
2
Q
3
2
0
2
2
Q
4
2
0
2
2
2.3B
2.2B
2.2B
2.7B
2.5B
2.3B
2.3B
2.7B
2.5B
2.3B
2.6B
2.6B
2.2B
2.1B
1.9B
2.0B
462M
483M
484M
544M
525M
481M
484M
553M
545M
536M
616M
673M
603M
575M
531M
539M
App Store Google Play
+11%
-2%
-8%
Stumble Guys Broke into the Top 3 Games by Europe Downloads
Top Mobile Games by Europe Downloads on App Store and Google Play
© 2023 Sensor Tower Inc. - All Rights Reserved
|
54
Sports & Racing
Mid-Core
Game Class Casual
Casino
1 Brawl Stars
Supercell
Color Bump 3D
Good Job Games
Fun Race 3D
Good Job Games
Call of Duty: Mobile
Activision Blizzard
Homescapes
Playrix
Run Race 3D
Good Job Games
Sand Balls
SayGames
Aquapark.io
Voodoo
PUBG Mobile
Tencent
Subway Surfers
Sybo Games
2
3
4
5
6
7
8
9
10
2019
1
2
3
4
5
6
7
8
9
10
2020
NEW
1 Count Masters
Tap2Play
Roblox
Roblox
Among Us
InnerSloth
Brawl Stars
Supercell
Phone Case DIY
Phone Case DIY
DOP 2
SayGames
Subway Surfers
Sybo Games
Hair Challenge
Zynga
Going Balls
Supersonic Studios
PUBG Mobile
Tencent
2
3
4
5
6
7
8
9
10
2021
Among Us
InnerSloth
Brawl Stars
Supercell
Gardenscapes
Playrix
Brain Test
Unico Studios
Subway Surfers
Sybo Games
Roblox
Roblox
PUBG Mobile
Tencent
Brain Out
Focus Apps
Tiles Hop
Amanotes
Woodturning
Voodoo
3
4
5
6
7
8
9
10
2022
1
2
NEW
NEW
NEW
NEW
NEW
NEW
NEW
NEW
-2
-3
NEW
-9
-1
NEW
+5
+2
-3
NEW
+4
-2
-
NEW
NEW
Roblox
Roblox
Among Us
InnerSloth
Going Balls
Supersonic Studios
PUBG Mobile
Tencent
Snake.io
Kooapps
Count Masters
Tap2Play
Subway Surfers
Sybo Games
Stumble Guys
Kitka Games
Words of Wonders
Fugo
Race Master 3D
SayGames
+4
NEW
-1
+5
NEW
+2
Russia Continued to Drive
European Game Downloads
Top European Markets by Mobile Game Revenue,
App Store and Google Play
© 2023 Sensor Tower Inc. - All Rights Reserved
|
55
Each of the five top European markets saw downloads decline
year-over-year in Q4 2022. Russia saw a particularly severe decline,
down 11 percent year-over-year.
Despite its decline in adoption, Russia is still the top market for mobile
gaming in Europe, with 673M downloads. It accounted for 24 percent of
downloads in Europe in Q4 2022, followed by Turkey at 16 percent.
$0
$100M
$200M
$300M
$400M
$500M
$600M
$700M
$800M
Q
1
2
0
1
9
Q
2
2
0
1
9
Q
3
2
0
1
9
Q
4
2
0
1
9
Q
1
2
0
2
0
Q
2
2
0
2
0
Q
3
2
0
2
0
Q
4
2
0
2
0
Q
1
2
0
2
1
Q
2
2
0
2
1
Q
3
2
0
2
1
Q
4
2
0
2
1
Q
1
2
0
2
2
Q
2
2
0
2
2
Q
3
2
0
2
2
Q
4
2
0
2
2
Russia
- 11% Y/Y
U.K.
-9% Y/Y
Turkey
-3% Y/Y
Germany
-3% Y/Y
France
-8% Y/Y
Germany
Russia Turkey U.K France
Market Overview:
Asia
© 2023 Sensor Tower Inc. - All Rights Reserved
|
56
Game Revenue in Asia Declined
14 Percent Year-Over-Year
Asia’s Quarterly Gross Revenue From Mobile Games,
App Store and Google Play
© 2023 Sensor Tower Inc. - All Rights Reserved
|
57
Asia’s mobile game revenue declined quarter-over-quarter in 2022, from
$11.2B in Q1 to $9.5B in Q4, down 15 percent. The revenue decline was
more pronounced on Google Play at 20 percent compared to App Store,
which decreased by 12 percent.
Following the same trend observed in the U.S. market, mobile game
revenue in Asia also declined during Q4 2022 year-over-year. Where the
U.S’s gaming spend dropped 6 percent, spend in Asia was down
14 percent. Despite this, Asia still remains by far the most lucrative region
for mobile game revenue, led by China and Japan.
Note:
Revenue figures are gross revenue (including the cut taken by Apple or Google).
$0
$2B
$4B
$6B
$8B
$10B
$12B
Q
1
2
0
1
9
Q
2
2
0
1
9
Q
3
2
0
1
9
Q
4
2
0
1
9
Q
1
2
0
2
0
Q
2
2
0
2
0
Q
3
2
0
2
0
Q
4
2
0
2
0
Q
1
2
0
2
1
Q
2
2
0
2
1
Q
3
2
0
2
1
Q
4
2
0
2
1
Q
1
2
0
2
2
Q
2
2
0
2
2
Q
3
2
0
2
2
Q
4
2
0
2
2
3.1B
3.3B
3.2B
3.8B
3.8B
4.0B
3.8B
4.1B
3.8B
3.8B
3.5B
3.3B
3.0B
3.1B
2.8B
3.0B
6.5B
6.7B
7.0B
7.4B
7.2B
7.9B
7.3B
7.8B
7.3B
7.3B
6.7B
6.7B
6.0B
6.2B
5.6B
5.7B
App Store Google Play
+22%
0%
-14%
Honor of Kings Continues to Lead Mobile Games in Asia
Top Mobile Games by Asia Revenue on App Store and Google Play
© 2023 Sensor Tower Inc. - All Rights Reserved
|
58
Sports & Racing
Mid-Core
Game Class Casual
Casino
1
Sony
Mixi
Honor of Kings
Tencent
Fate/Grand Order
PUBG Mobile
Tencent
Monster Strike
Fantasy Westward Journey
NetEase
Lineage M
NCSOFT
Puzzle & Dragons
GungHo
Perfect World
Tencent
Knives Out
NetEase
Dragon Ball Z Dokkan Battle
Bandai Namco
2
3
4
5
6
7
8
9
10
2019
1
2
3
4
5
6
7
8
9
10
2020
+1
NEW
1 Honor of Kings
Tencent
PUBG Mobile
Tencent
Genshin Impact
miHoYo
Uma Musume Pretty Derby
Cygames
Fantasy Westward Journey
NetEase
Fate/Grand Order
Sony
Three Kingdoms Tactics
Niantic
Monster Strike
Mixi
Pro Baseball Spirits A
Konami
Lineage2M
NCSOFT
2
3
4
5
6
7
8
9
10
2021
-
-
NEW
NEW
Honor of Kings
Tencent
PUBG Mobile
Tencent
Monster Strike
Mixi
Fate/Grand Order
Sony
Three Kingdoms Tactics
Alibaba
Lineage M
NCSOFT
Lineage2M
NCSOFT
Fantasy Westward Journey
NetEase
AFK Arena
Lilith Games
Knives Out
NetEase
NEW -3
3
4
5
6
7
8
9
10
2022
+1
-1
+2
1
2
Genshin Impact
miHoYo
Monster Strike
Mixi
Three Kingdoms Tactics
Niantic
Lineage W
NCSOFT
Fate/Grand Order
Sony
Fantasy Westward Journey
NetEase
Lineage M
NCSOFT
Honor of Kings
Tencent
PUBG Mobile
Tencent
Uma Musume Pretty Derby
Cygames
-
-
+1
-
-3
-
NEW
-2
NEW
-
-2
+1
-5
-
-
NEW
-2
-2
+2
Mobile Game Adoption in Asia
Grew in Q4 2022
Asia’s Quarterly Mobile Game Downloads, App Store and Google Play
© 2023 Sensor Tower Inc. - All Rights Reserved
|
59
Mobile game installs in Asia remained stable at above 5.5B each quarter
following big gains beginning in Q1 2020. Downloads in 2022 are now
45 percent higher than 2019.
The vast majority of game installs in Asia came from Google Play, driven
largely by countries like India and Indonesia where Android phones are
much more popular than iPhones.
About 89 percent of downloads in Q4 2022 were from Google Play, up
from 71 percent in Q1 2018.
Note: Google Play is officially not available in China. Android users in this
region typically use alternative app stores, such as Tencent MyApp, 360
Mobile Assistant, Xiaomi App Store, Huawei AppGallery.
Note:
Revenue figures are gross revenue (including the cut taken by Apple or Google).
0
1B
2B
3B
4B
5B
6B
7B
Q
1
2
0
1
9
Q
2
2
0
1
9
Q
3
2
0
1
9
Q
4
2
0
1
9
Q
1
2
0
2
0
Q
2
2
0
2
0
Q
3
2
0
2
0
Q
4
2
0
2
0
Q
1
2
0
2
1
Q
2
2
0
2
1
Q
3
2
0
2
1
Q
4
2
0
2
1
Q
1
2
0
2
2
Q
2
2
0
2
2
Q
3
2
0
2
2
Q
4
2
0
2
2
5.2B
5.1B
5.5B
5.1B
4.9B
5.1B
5.4B
4.8B
4.9B
5.3B
5.4B
4.1B
3.5B
3.4B
3.4B
2.8B
635M
701M
634M
683M
598M
757M
679M
761M
618M
744M
903M
1.2B
746M
893M
790M
822M
App Store Google Play
+31%
0%
+6%
Ludo King Led All Mobile Games in Asia
Top Mobile Games by Asia Downloads on App Store and Google Play
© 2023 Sensor Tower Inc. - All Rights Reserved
|
60
Sports & Racing
Mid-Core
Game Class Casual
Casino
1 PUBG Mobile
Tencent
Garena Free Fire
Garena
Ludo King
Gametion
Subway Surfers
Sybo Games
Mobile Legends: Bang Bang
Moonton
Fun Race 3D
Good Job Games
My Talking Tom 2
Outfit7
Temple Run 2
Imangi Studios
Carrom Pool
Miniclip
Candy Crush Saga
King
2
3
4
5
6
7
8
9
10
2019
1
2
3
4
5
6
7
8
9
10
2020
NEW
NEW
1
2
3
4
5
6
7
8
9
10
Ludo King
Gametion
Garena Free Fire
Garena
PUBG Mobile
Tencent
Subway Surfers
Sybo Games
Candy Crush Saga
King
Join Clash 3D
Supersonic Studios
Carrom Pool
Miniclip
Bridge Race
Supersonic Studios
Worms Zone.io
Azur Interactive
Subway Princess Runner
Ivy
2021
NEW
Ludo King
Gametion
Garena Free Fire
Garena
Among Us
InnerSloth
PUBG Mobile
Tencent
Hunter Assassin
Ruby Game Studio
Subway Surfers
Sybo Games
Brain Out
Focus Apps
Worms Zone.io
Azur Interactive
Gardenscapes
Playrix
Carrom Pool
Miniclip
NEW
3
4
5
6
7
8
9
10
2022
1
2
Subway Surfers
Sybo Games
PUBG Mobile
Tencent
Candy Crush Saga
King
Bubble Shooter
Ivy Mobile
Bridge Race
Supersonic Studios
Temple Run 2
Imangi Studios
My Talking Tom 2
Outfit7
Ludo King
Gametion
Garena Free Fire
Garena
Carrom Pool
Miniclip
NEW
+3
-
-3
+1
NEW
-1
NEW
NEW
NEW
-
-2
NEW
+2
NEW
+4
+2
-
-
NEW
-
-3
-
-
-
+1
India Leads in Download
Growth in Asia
Top Asian Markets by Mobile Game Downloads,
App Store and Google Play
© 2023 Sensor Tower Inc. - All Rights Reserved
|
61
India is the largest mobile games market by downloads in the
world. During the last quarter, India game downloads were up
13 percent year-over-year to more than 2.5B. This was more than triple the
No. 2 market, Indonesia, which generated 8.4B during the quarter.
Even though Philippines is a smaller market, it performed well, with stable
growth over the past few years, rising by 133 percent from Q1 2019 to Q4
2022. If this trends continues into 2023, Philippines may surpass Vietnam
as the third largest market by downloads in Asia.
0
500M
1.0B
1.5B
2.0B
2.5B
3.0B
Q
1
2
0
1
9
Q
2
2
0
1
9
Q
3
2
0
1
9
Q
4
2
0
1
9
Q
1
2
0
2
0
Q
2
2
0
2
0
Q
3
2
0
2
0
Q
4
2
0
2
0
Q
1
2
0
2
1
Q
2
2
0
2
1
Q
3
2
0
2
1
Q
4
2
0
2
1
Q
1
2
0
2
2
Q
2
2
0
2
2
Q
3
2
0
2
2
Q
4
2
0
2
2
India
+13% Y/Y
Vietnam
-1% Y/Y
Indonesia
+5% Y/Y
China
-3% Y/Y
Philippines
+1% Y/Y
Philippines
India Indonesia Vietnam China
Conclusion
© 2023 Sensor Tower Inc. - All Rights Reserved
|
62
© 2022 Sensor Tower Inc. - All Rights Reserved
© 2022 Sensor Tower Inc. - All Rights Reserved
|
• Mobile gaming downloads and revenue have been affected by multiple
factors in 2022, including ATT policies that impact cost per install, the
economic recession affecting user acquisition budget and the overall post-
covid cultural and macroeconomic recovery.
• Although mobile game adoption has slowed since its peak in Q2 2020, it has
remained well above pre-pandemic levels. Global downloads are currently
stable at an average of 13.8B per quarter in the past two years.
• China, with relatively stable revenue, has replaced Japan as the second
largest mobile games market since Q2 2022. India remains the largest market
for downloads, accumulating 17 percent of the worldwide total for the third
consecutive year in 2022.
• The RPG and Shooter genres saw the steepest decrease in revenue
worldwide, falling 14 percent and 22 percent, respectively.
• Action was the only genre to show positive growth in both revenue and
downloads, up 9 percent in gross revenue and 13 percent in downloads year-
over-year, fueled by Hybridcasual titles like Survivor!.io
• Simulation surpassed Puzzle as the No.3 Genre by downloads, fueled by
Roblox and a new trend in Simulators, Sandbox and Tycoon Hybridcasual
games.
• Hypercasual downloads saw an 18 percent year-over-year decline, while
Hybridcasual grew by 13 percent.
Key Takeaways: Overall
© 2023 Sensor Tower Inc. - All Rights Reserved
|
63
© 2022 Sensor Tower Inc. - All Rights Reserved
© 2022 Sensor Tower Inc. - All Rights Reserved
|
• All of the world’s top 10 revenue generating mobile games in 2022 support
their titles through Live Ops content releases. On average, an Action game
with Live Ops can generate 30 times more in revenue than a game without
Live Ops.
• The European Commission is investigating stricter policies around
monetization practices like Loot Boxes, contributing to uncertainty around
the long term viability of this monetization feature in the region. The stakes
are high as 63 percent of all mobile game revenue in the EU is generated by
games with Loot Boxes.
• Crypto/NFT game downloads declined quickly in the second half of 2022,
from 46M in H1’22, to 29M in H2’22.
• Character Collection is the most prevalent meta feature among top titles,
with 70 percent of top grossing titles including this feature, followed by
Social Clans, with 60 percent.
• Netflix entered as a new player in mobile games. Between November 2021
and December 2022, its titles generated more than 28M downloads globally
across App Store and Google Play, led by Stranger Things: 1984, which
received 4M downloads.
• There’s a clear trend in game design of mobile developers utilizing the
Hybridcasual product model over recently successful PC/Console game
patterns.
Key Takeaways: Overall
© 2023 Sensor Tower Inc. - All Rights Reserved
|
64
Sensor Tower
Solutions
Store
Intelligence
—
Make strategic
decisions with the
industry’s most
accurate estimates.
App
Intelligence
—
Drive organic growth
with the leading App
Store Optimization
platform.
Ad
Intelligence
—
Develop winning User
acquisition campaigns
with crucial mobile
advertising insights.
Usage
Intelligence
—
Benchmark app
usage, engagement,
and demographics.
App
Teardown
—
Evaluate which SDKs
apps are using and
measure SDK
adoption across
market segments.
Consumer
Intelligence
—
Access unfiltered
mobile user
engagement for
financial analysis.
© 2023 Sensor Tower Inc. - All Rights Reserved
|
65
L O N D O N
S A N F R A N C I S C O
S H A N G H A I
S E O U L
Sensor Tower is the leading solution for
mobile marketers, app developers, and
industry analysts who demand competitive
insights on the mobile economy. Sensor
Tower’s product suite includes: Top Charts,
App Intelligence, Store Intelligence, Ad
Intelligence, and Usage Intelligence.
© 2022 Sensor Tower Inc. - All Rights Reserved
About Sensor Tower
Contact Info:
sensortower.com
sales@sensortower.com
@sensortower
© 2023 Sensor Tower Inc. - All Rights Reserved
|
66
© 2022 Sensor Tower Inc. - All Rights Reserved
© 2022 Sensor Tower Inc. - All Rights Reserved
|
© 2023 Sensor Tower Inc. - All Rights Reserved
|
67
This report and all original content contained within are wholly owned by
Sensor Tower, Inc. © 2022.
Modification, republication, distribution, or other unauthorized usage violate
this copyright, unless express permission has been granted.
App icons, images, and other branding assets are property of their respective
publishers and are used expressly for the purpose of editorial commentary.
If you would like to republish any of the data contained in this report, please
email info@sensortower.com for further information on how to do so.
We’re always happy to work with news organizations to provide custom data,
insights and commentary.
Contact press@sensortower.com for help.
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State of Mobile Gaming - 2023

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State of Mobile Gaming - 2023

  • 1. The State of Mobile Gaming 2023 An Analysis of Mobile Gaming Market Trends and Top Titles in the U.S., Europe, and Asia
  • 2. 03 10 18 23 27 © 2023 Sensor Tower Inc. - All Rights Reserved | 2 GAME GENRE TRENDS THE RISE OF HYBRIDCASUAL EXTERNAL GAME SUBSCRIPTIONS NFT & CRYPTO GAMES MONETIZATION & META FEATURES TRENDS MARKET OVERVIEW: WORLDWIDE MARKET OVERVIEW: UNITED STATES, EUROPE, ASIA CONCLUSION 35 44 62
  • 3. Game Genre Trends © 2023 Sensor Tower Inc. - All Rights Reserved | 3
  • 4. Hypercasual Arcade Simulation Puzzle Lifestyle Action Tabletop Shooter Sports Strategy $0 $3B $6B $9B $12B $15B 1.5B 1.7B 1.8B 1.9B 1.9B 3.0B 4.5B 4.8B 5.9B 12.3B 1.6B 1.6B 2.1B 1.9B 1.7B 3.4B 4.9B 4.8B 6.0B 13.7B 2021 2022 Mobile game downloads are affected by multiple factors today, including ATT policies that impact cost per install, the recession affecting user acquisition budgets and the overall post-covid cultural and macroeconomic recovery. But even if these factors influence the whole mobile gaming ecosystem, some types of games are more affected than others. Why? The top five genres by downloads in 2022 were the same as in 2021. Hypercasual remained on top in spite of a decrease of 10 percent in 2022 overall, a drop of 24 percent in Q4 2022, and a continued trend downwards in 2023. In 2022, Simulation surpassed Puzzle as the No.3 Genre by downloads, fueled by Roblox and a new trend in Simulators, Sandbox and Tycoon/ Crafting games utilizing a Hybridcasual product model. While each of the top 5 genres exhibited negative growth in 2022, Action games registered double-digit growth at 13 percent in downloads, mainly due to the strong performance of Shoot’em Ups like Survivor.io and Action Sandbox games like School Party Craft which inherits game patterns from Roblox. Genres Saw Mixed Outcomes in 2022 Top 10 Game Genres by Worldwide Downloads, App Store and Google Play © 2023 Sensor Tower Inc. - All Rights Reserved | 4 -10% -3% -0% -8% -11% +13% -1% -14% +8% -7%
  • 5. After the explosive growth of the preceding years, downloads of Hypercasual games began trending downwards in Q1 2022. In Q4 2022, Hypercasual game downloads were down 24 percent year-over-year to 2.7B. The profitability of the Hypercasual product model is directly linked to user acquisition costs and monetization through the use of video ads. Both were impacted by multiple factors in 2022. Hypercasual was the fastest growing genre by downloads during the pandemic. Hypercasual downloads were up 60 percent year-over-year 2020, and up 15 percent in 2021. This trend, however, reversed course in 2022, and downloads continue trending down in 2023. Many Hypercasual developers and publishers are searching for solutions to this decline. The most appealing has been the transition to the new Hybridcasual product model. Hypercasual Saw Major Decline in Downloads in 2022 Worldwide Download Growth by Game Genre, App Store and Google Play © 2023 Sensor Tower Inc. - All Rights Reserved | 5 0 1.0B 2.0B 3.0B 4.0B Q 1 2 0 1 9 Q 2 2 0 1 9 Q 3 2 0 1 9 Q 4 2 0 1 9 Q 1 2 0 2 0 Q 2 2 0 2 0 Q 3 2 0 2 0 Q 4 2 0 2 0 Q 1 2 0 2 1 Q 2 2 0 2 1 Q 3 2 0 2 1 Q 4 2 0 2 1 Q 1 2 0 2 2 Q 2 2 0 2 2 Q 3 2 0 2 2 Q 4 2 0 2 2 Hypercasual Arcade Puzzle Simulation Lifestyle Hypercasual -24% Y/Y Puzzle -4% Y/Y Arcade -4% Y/Y Simulation -10% Y/Y Lifestyle -11% Y/Y
  • 6. It’s clear that the mobile gaming ecosystem is evolving rapidly, with the market producing new innovations in response to changes like ATT and post-covid player behavior. Changes in cost per install and consolidation between publishers and developers are resulting in industry-wide shifts that challenge established financial models for developing and operating games. Sensor Tower’s Product Model descriptor identifies the core business strategy of a game. It answers fundamental financial questions around how a game generates revenue and the costs to acquire and retain players. Each Product Model identified by Sensor Tower represents a distinct business strategy to find and sustain profitability. In 2022, the Hypercasual product model was most affected, decreasing by 1 billion yearly downloads, whereas Hybridcasual saw a 13 percent increase in downloads. At the same time, Exclusive Access (meaning games only available through external subscriptions, like the Netflix and Apple Arcade libraries) saw a 54 percent increase in downloads year-over- year. Hybridcasual Is the New Casual Worldwide Downloads by Product Model, App Store and Google Play © 2023 Sensor Tower Inc. - All Rights Reserved | 6 0 1.5B 3.0B 4.5B 6.0B Q 1 2 0 1 9 Q 2 2 0 1 9 Q 3 2 0 1 9 Q 4 2 0 1 9 Q 1 2 0 2 0 Q 2 2 0 2 0 Q 3 2 0 2 0 Q 4 2 0 2 0 Q 1 2 0 2 1 Q 2 2 0 2 1 Q 3 2 0 2 1 Q 4 2 0 2 1 Q 1 2 0 2 2 Q 2 2 0 2 2 Q 3 2 0 2 2 Q 4 2 0 2 2 Casual Core Exclusive Access Hybridcasual Hypercasual Mid-core Casual -5% Y/Y Exclusive Access 54% Y/Y Core -15% Y/Y Hybridcasual 13% Y/Y Hypercasual -18% Y/Y Mid-core -5% Y/Y
  • 7. RPG Strategy Puzzle Casino Shooter Simulation Action Sports Arcade Tabletop $0 $5B $10B $15B $20B $25B $1.8B $2.1B $2.7B $4.5B $4.5B $4.6B $8.0B $9.1B $16.3B $20.2B $1.7B $2.3B $3.2B $4.1B $4.9B $5.9B $8.1B $9.5B $17.5B $23.5B 2021 2022 Among the top genres, Action and Tabletop stood out as the only two showing positive growth in 2022, with revenue increasing by 9 percent and 4 percent year-over-year, respectively. The Action genre was mostly fueled by Mid-core ‘forever’ games like Genshin Impact, Dragon Ball Legends and Marvel Contest of Champions. Trending Hybridcasual game Survivor.io also made a contribution to the genre. In contrast, Shooter was the worst performing genre in terms of revenue growth, with worldwide revenue decreasing 22 percent year-over-year during 2022. We see the the genre consolidating towards top grossing games like PUBG Mobile, Garena Free Fire and Call of Duty Mobile. Although Shooter still ranked as the fifth largest genre in 2022, if the ascent of Action continues into 2023, it may surpass Shooter to become the fifth largest genre by revenue. Revenue of Most Top Genres Declined in 2022 Top 10 Game Genres by Worldwide Gross Revenue, App Store and Google Play © 2023 Sensor Tower Inc. - All Rights Reserved | 7 -14% -7% -4% -1% -22% -9% +9% -14% -7% +4%
  • 8. Four of the top five largest game genres registered revenue declines in Q4 2022, with Casino as the only exception. Shooter saw the steepest decline, with revenue falling by 25 percent year-over-year in Q4 2022, followed by RPG, which declined by 20 percent. RPG saw a drastic decline in the past two years, with revenue falling from $6.1B in Q1 2021 to $4.5B in Q4 2022, down 26 percent. Despite this, RPG still ranked as the largest genre by revenue in 2022. If recent trends continue, Strategy could overtake RPG in the coming years as the biggest genre by revenue. With relatively stable revenue, Strategy has narrowed the gap with RPG to $700M in revenue in Q4 2022, down from nearly $1.3B a year prior. RPG Revenue Down for the Seventh Consecutive Quarter Worldwide Gross Revenue by Game Genre, App Store and Google Play © 2023 Sensor Tower Inc. - All Rights Reserved | 8 Note: Revenue figures are gross revenue (including the cut taken by Apple or Google). $0 $1B $2B $3B $4B $5B $6B $7B Q 1 2 0 1 9 Q 2 2 0 1 9 Q 3 2 0 1 9 Q 4 2 0 1 9 Q 1 2 0 2 0 Q 2 2 0 2 0 Q 3 2 0 2 0 Q 4 2 0 2 0 Q 1 2 0 2 1 Q 2 2 0 2 1 Q 3 2 0 2 1 Q 4 2 0 2 1 Q 1 2 0 2 2 Q 2 2 0 2 2 Q 3 2 0 2 2 Q 4 2 0 2 2 RPG Strategy Puzzle Casino Shooter RPG -20% Y/Y Puzzle -7% Y/Y Strategy -12% Y/Y Casino +1% Y/Y Shooter -25% Y/Y
  • 9. RPGs were the most popular and lucrative genre in the mobile gaming industry in Asia, accounting for 39 percent of mobile game revenue generated in 2022. In contrast to the Asian market, North American mobile gaming revenue is driven by a wider variety of genres, including Puzzle, Casino, Strategy, and RPG. Each of those genres generated at least 12 percent of all player spending in North America. In Europe, the mobile gaming industry is similarly driven by a diverse range of genres. The Strategy genre accounted for nearly a quarter of the mobile game revenue in Europe in 2022. Asia Is a Major Contributor to RPG Revenue Market Share for Game Genres by Gross Revenue in 2022, App Store and Google Play © 2023 Sensor Tower Inc. - All Rights Reserved | 9 Asia North America Europe 0% 25% 50% 75% 100% 18% 17% 20% 10% 9% 2% 5% 4% 7% 12% 20% 4% 19% 21% 4% 23% 18% 23% 12% 12% 39% RPG Strategy Puzzle Casino Shooter Simulation Other
  • 10. The Rise of Hybridcasual © 2023 Sensor Tower Inc. - All Rights Reserved | 10
  • 11. © 2023 Sensor Tower Inc. - All Rights Reserved | 11 What is Hybridcasual? The Hybridcasual product model combines the approachable core mechanics from Hypercasual games with retention and monetization features of Mid-core and Casual games. These games are characterized by: - Easy to understand active gameplay mechanics that require low cognitive effort inheirited from Hypercasual games. - Simplified long term meta features like Character Collection and Progression associated with Mid-core games. - Hybrid monetization strategies, featuring currency bundles and progression packs from Casual games, and interstitials and rewarded ads with implementations similar to Hypercasual games. - Often lower production costs than Casual games, and thus the utilization of more generic assets, codebase and logic from other projects - an operational strategy pioneered in Hypercasual. - A broad appeal to multiple audiences due to its unique combination of Mid- core, Hypercasual and Casual personas. Definition of Hybridcasual Archero by Habby Downloads in 2022: 6M Revenue in 2022: $30M My Little Universe by SayGames Downloads in 2022: 18M Revenue in 2022: $8.4M
  • 12. © 2023 Sensor Tower Inc. - All Rights Reserved | 12 Percentage of Top 10 Hybridcasual Game Themes 99 New Hybridcasual Games launched in 2022 0 1.0B 2.0B 3.0B 4.0B 5.0B 6.0B 2019 2020 2021 2022 $0 $500M $1.0B $1.5B 2019 2020 2021 2022 Worldwide Hybridcasual Games Downloads (App Store and Google Play) Worldwide Hybridcasual Games Revenue (App Store and Google Play) 5.1 Billion App Store + Google Play Downloads in 2022 1.4 Billion App Store + Google Play Revenue in 2022 Space 18% Treasure Hunter 4% Crime 6% Zombie 6% Stickmen 6% Vehicles - Plane 7% Hypercasual 8% Dungeon Crawler 10% Combat Arena 17% Abstract 17% Hybridcasual Mobile Games Market Overview:
  • 13. Between June and August 2022, we see the trend for US downloads start to shift toward Hybridcasual, fueled by Stumble Guys, acquired during this same period by Scopely. Stumble Guys embraces the Social Party meta from Roblox and mini-game patterns borrowed from successful PC and console game Fall Guys: Ultimate Knockdown. Hypercasual’s growth reached an inflection point in Q4 2022, while Hybridcasual initiated its second wave of downloads, with games such as Survivor!.io amassing more than 21M downloads worldwide during this quarter. Survivor!.io is a mobile game published by Habby that utilizes game patterns from successful pixel-graphic and PC game Vampire Survivors. From a game design perspective, there’s a clear trend of mobile publishers utilizing the Hybridcasual product model with games inspired by recent successes from the PC/console space. Sensor Tower Game Intelligence can identify emerging trends and market shifts to help drive your product strategy. Hyper & Hybrid in 2022 U.S. Monthly Download Growth for Hypercasual & Hybridcasual, App Store and Google Play © 2023 Sensor Tower Inc. - All Rights Reserved | 13 U.S. Download Growth for Hypercasual and Hybridcasual Games App Store (indexed to Jan. 2022) -60% -40% -20% 0% 20% J a n . 2 0 2 2 F e b . 2 0 2 2 M a r . 2 0 2 2 A p r . 2 0 2 2 M a y 2 0 2 2 J u n . 2 0 2 2 J u l . 2 0 2 2 A u g . 2 0 2 2 S e p . 2 0 2 2 O c t . 2 0 2 2 N o v . 2 0 2 2 D e c . 2 0 2 2 U.S. Download Growth for Hypercasual and Hybridcasual Games Google Play (indexed to Jan. 2022) -40% -30% -20% -10% 0% 10% 20% 30% J a n . 2 0 2 2 F e b . 2 0 2 2 M a r . 2 0 2 2 A p r . 2 0 2 2 M a y 2 0 2 2 J u n . 2 0 2 2 J u l . 2 0 2 2 A u g . 2 0 2 2 S e p . 2 0 2 2 O c t . 2 0 2 2 N o v . 2 0 2 2 D e c . 2 0 2 2 Hypercasual Hypercasual Hybridcasual Hybridcasual
  • 14. © 2023 Sensor Tower Inc. - All Rights Reserved | 14 Some identify Hybridcasual as an evolution of Hypercasual, going as far as to call these games Hypercasual 2.0. However, if we dive deeper into the more than 700 Hybridcasual games released in recent years, we see that this product model is also being adopted by studios that focus on Casual and Mid-core games. SayGames transitioned from Hyper to Hybrid very early, allowing them to generate hits such as Race Master 3D (Arcade Racing), and My Little Universe (Tycoon Crafting). Revenue from their games achieved 2X growth in 2022. Miniclip’s Triple Match 3D combines Pair game patterns aimed at casual players with the Hybridcasual product model, which has led it to dominate the Pair sub-genre. It generated 4X more revenue than its closest competitor with nearly the same number of monthly downloads. Even Supersonic is beginning to explore the Hyper to Hybrid transformation with games like My Mini Mart that include in-app purchases and progression metas. Sensor Tower identifies Hypercasual games using a variety of signals from our dataset, including monetization and meta features, ad publishing activity, and usage data from our proprietary panel. All core descriptors, including Product Model and Hypercasual, are also manually reviewed by our analyst team for the highest accuracy. Hypercasual and Casual Developers Join the Hybrid Wave More Hybridcasual Games Released in recent years Race Master 3D - Car Racing SayGames Worldwide Released Date: 8/1/2021 All-Time Download: 205M All-Time Revenue: $2.38M No. 2 Hybridcasual game by download in 2022 My Mini Mart Supersonic Studios Worldwide Released Date: 12/18/2021 All-Time Download: 71.2M All-Time Revenue: $3.2M No. 14 Hybridcasual game by download in 2022 Triple Match 3D Miniclip Worldwide Released Date: 4/13/2022 All-Time Download: 6M All-Time Revenue: $69.6M No. 214 Hybridcasual game by download in 2022 Rush Royale: Tower Defense TD UPWAKE.ME Worldwide Released Date: 10/9/2020 All-Time Download: 43.9M All-Time Revenue: $137M No. 74 Hybridcasual game by download in 2022
  • 15. Hybridcasual Wins Player Engagement Average Time Spent and Session Duration in Top Games, Q4 2022 © 2023 Sensor Tower Inc. - All Rights Reserved | 15 In Q4 2022, Hybridcasual games had longer average sessions and playtime than top Hypercasual games. On average, players of Hybridcasual games spent over an hour per month playing; nearly double the amount of time spent by players of Hypercasual games. Engaged players generate more value than ever. Solid in-game economies with clear monetization and meta features are even more critical today to retain players and drive long-term engagement. In Q4 2022, Rush Royale: Tower Defense TD led Hybridcasual games in average time spent on Android. Its players spent 88.7 percent more time on the app compared to No.1 Hypercasual title Crafting and Building on Android. This success can be attributed to its various engaging meta features, including Character Collection, Levels, and Social Clans, which helped to keep players interested and involved in the game. Average Time Spent per Month Android Time Spent (min) 0 10 20 30 40 50 60 70 Hypercasual Hybridcasual IOS Time Spent (min) 0 10 20 30 40 50 60 70 Android Average Session Duration (s) 0 80 160 240 320 400 IOS Average Session Duration (s) 0 64 128 192 256 320 Session Duration
  • 16. Hybridcasual Games Employ Meta Features Percentage of Top Hybridcasual Games With Selected Meta Features © 2023 Sensor Tower Inc. - All Rights Reserved | 16 Meta features are more widespread in Hybridcasual games. While only 5 percent of the top Hypercasual games utilize at least one meta feature, 30 percent of the top Hybridcasual games employ at least one meta feature identified by Sensor Tower advanced descriptors. Character Collection is the most common meta feature in Hybridcasual games, with 18 percent of the top Hybridcasual games incorporating this feature. The Character Collection feature also boosts time spent. On average, players spend nearly 2 hours on a Hybridcasual game with Character Collection, which is 122 percent more time compared to a game without this meta. Time Spend (min) 0 40 80 120 W/O Character Collection With Character Collection Average Monthly Time Spent (Q4 2022, Android) Note: Top 100 Hybridcasual mobile games by download in 2022 82% 18% Character Collection 92% 8% Levels 92% 8% With Meta Feature Without Meta Feature Social Clans 95% 5% Resource Management 98% 2% Narrative Stories 99% 1% Decoration / Renovation Social Gambling 99% 1%
  • 17. Hybridcasual Finds Worldwide Audience Hybridcasual Download Growth by Region in 2022, App Store and Google Play © 2023 Sensor Tower Inc. - All Rights Reserved | 17 While the worldwide number of downloads of mobile games has not changed in 2022 compared to 2021, Hybridcasual games saw positive growth in downloads across the globe with the exception of the Middle East. Asia saw the largest download growth in 2022, with installs increasing 94M, up 4 percent year-over-year. North America also experienced high download growth in 2022, as installs rose by nearly 63M, up 17 percent year-over-year. Note Regarding Download Estimates Our estimates include worldwide downloads for iPhone, iPad, and Google Play in 2022. Apple apps and Google pre-installed apps are excluded. We report unique installs only. Android estimates do not include third-party stores. +6% in Latin America 1.04B Downloads +17% in North America 425M Downloads +7% in Europe 994M Downloads +4% in Asia 2.2B Downloads -4% in Middle East 124M Downloads +18% in Oceania 31M Downloads +9% in Africa 281M Downloads
  • 18. External Game Subscriptions © 2023 Sensor Tower Inc. - All Rights Reserved | 18
  • 19. Netflix is a new player in the mobile gaming market, but they are making a big splash with their Exclusive Access games. The Exclusive Access product model identifies games that are only available to members of a subscription service. By making their games only accessible to their subscribers, Netflix leverages an enormous user base. This model allows developers for Netflix games to ignore monetization features and focus on building engaging stories and experiences. Netflix’s catalog is growing and generated 24.6 M downloads in 2022. © 2023 Sensor Tower Inc. - All Rights Reserved | 19 Percentage of games by Genres Other 26% Lifestyle 9% Simulation 9% Puzzle 11% Tabletop 11% RPG 13% Arcade 22% No. 1 Stranger Things: 1984 No. 2 Stranger Things 3: The Game No. 4 Teeter (Up) No. 5 SpongeBob: Get Cooking No. 3 Asphalt Xtreme No. 6 Exploding Kittens External Game Subscription - Netflix Exclusive Access Product Model and External Game Subscriptions
  • 20. Stranger Things: 1984 Stranger Things 3: The Game Asphalt Xtreme Teeter (Up) SpongeBob: Get Cooking LEADERBOARD Mobile games based on Netflix’s popular series Stranger Things hold the top spots for Netflix-published mobile titles. The No.1 title, Stranger Things: 1984, picked up 4M downloads from release through the end of 2022. Stranger Things 3: The Game ranks No.2 with nearly 3M downloads. Popular Netflix Shows Boost Game Adoption Top Netflix Games by Downloads, App Store and Google Play © 2023 Sensor Tower Inc. - All Rights Reserved | 20 Top 5 Netflix games by downloads (from the publication date through the end of 2022)
  • 21. © 2023 Sensor Tower Inc. - All Rights Reserved | 21 An external game subscription provides access to and benefits for games. These games aren't necessarily exclusive, but players won't have to pay any up front costs to download the game and will have access to features that are normally premium. Apple Arcade offers a combination of exclusive access and standard freemium titles. They publish predominantly Puzzle and Arcade games, but have a strong selection of Mid-core Tabletop and RPG games. Sensor Tower maintains a full updated list of Apple Arcade and external subscription games. Chess - Play & Learn by chess.com Puzzle Jetpack Joyride by Halfbrick Studios Platformer Fruit Ninja by Halfbrick Studios Arcade Other 12% RPG 4% Tabletop 18% Simulation 16% Arcade 18% Puzzle 32% Hybridcasual 10% Exclusive Access 14% Mid-core 24% Casual 52% Percentage of games by Product Model Percentage of games by Genres External Game Subscription - Apple Arcade Percentage of Apple Arcade Games by Product Model and Genre
  • 22. © 2023 Sensor Tower Inc. - All Rights Reserved | 22 Hungry Shark Evolution by Ubisoft - Arcade Pixel Art - color by number - by Easybrain - Tabletop Beach Buggy Racing by Vector Unit - Racing Percentage of games by Product Model Percentage of games by Genres Google Play Pass has more games included than their competitors, mostly focused on Casual Arcade & Puzzle genres. Play Pass subscribers get access to hundreds of games for one monthly subscription. Play Pass doesn’t focus on exclusive titles — they target paid games and freemium titles. An added benefit for members is that they are able to bypass any monetization present in the games and have all features normally gated behind in-game currency fully available. 31 percent of the games in Google Play Pass are Puzzle, followed by 16 percent Arcade, 13 percent Simulation and 9 percent Lifestyle genre. The full list of Google Play Pass games is available on Sensor Tower along with data on all monetization patterns as part of our game taxonomy. Other 26% Tabletop 5% Lifestyle 9% Simulation 13% Arcade 16% Puzzle 31% Hybridcasual 13% Hypercasual 17% Mid-core 21% Casual 50% # titles: 500+ External Game Subscription - Google Play Pass Percentage of Google Play Pass Games by Product Model and Genre
  • 23. NFT & Crypto Games © 2023 Sensor Tower Inc. - All Rights Reserved | 23
  • 24. Crypto/NFT Games on Mobile on Downward Trend Following Q3 2022 Worldwide Quarterly Downloads of NFT/Crypto Games, App Store and Google Play © 2023 Sensor Tower Inc. - All Rights Reserved | 24 Crypto/NFT game downloads declined sharply in the second half of 2022, from 46M in H1 2022, to 29M in H2. Each of the top 5 genres of Crypto/NFT games exhibited negative growth from 2021 to 2022. Action and Simulation games that incorporated Crypto/NFT mechanics saw a particularly large decline in downloads. Player spending through in-app purchases for these games also declined 35 percent Y/Y, from $516M in 2021 to $336M in 2022. 0 30M 60M 90M 120M 150M 180M Action RPG Simulation 44M 56M 96M 73M 62M 179M 2021 2022 Downloads of NFT/Crypto games by Genre Downloads 0 8M 15M 23M 30M Q 1 2 0 1 9 Q 2 2 0 1 9 Q 3 2 0 1 9 Q 4 2 0 1 9 Q 1 2 0 2 0 Q 2 2 0 2 0 Q 3 2 0 2 0 Q 4 2 0 2 0 Q 1 2 0 2 1 Q 2 2 0 2 1 Q 3 2 0 2 1 Q 4 2 0 2 1 Q 1 2 0 2 2 Q 2 2 0 2 2 Q 3 2 0 2 2 Q 4 2 0 2 2 App Store Google Play 29M 27M 46M 35M
  • 25. Top NFT/Crypto Games For Mobile in 2022 Top 10 Games With NFT/Crypto Monetization by Worldwide Downloads in 2022 © 2023 Sensor Tower Inc. - All Rights Reserved | 25 Apple has new rules for NFT apps and games that require developers to utilize in-app purchases, which are subject to Apple’s 30% commission. Consequently, a number of developers and publishers have chosen to avoid the App Store, making their games exclusively available on Android devices. INVU: 3D Avatar Creator & Chat, Highrise: Metaverse Life World, STEPN, and Thetan Arena stand out as the most downloaded NFT/ Crypto games in the Mobile ecosystem. Crypto/NFT mobile games were a fast-growing category in 2021, however for a multitude of reasons, many gaming companies have slowed their crypto plans in 2022. Live Ops Gacha Currency Bundle Subscription NFT/Crypto ✖ ✖ ✔ ✖ ✔ ✔ ✖ ✔ ✔ ✔ ✖ ✖ ✔ ✖ ✔ ✖ ✖ ✔ ✖ ✔ ✖ ✖ ✔ ✖ ✔ ✖ ✖ ✔ ✖ ✔ ✖ ✖ ✖ ✖ ✔ ✖ ✖ ✖ ✖ ✔ ✖ ✖ ✔ ✖ ✔ ✔ ✔ ✔ ✔ ✔ 2022 $0 $3M $6M $9M $12M $15M 2M 2M 2M 2M 4M 4M 5M 6M 9M 9M 5M 0 1M 0 4M 7M 8M 0 6M 13M 2021 2022
  • 26. The United States is the top market in downloads for Crypto/NFT mobile games, with a market share of 16 percent in 2022, followed by Brazil and Philippines, with 12 percent and 9 percent market share, respectively. Each of the top five markets for Crypto/NFT mobile game downloads experienced a decline in monthly active users (MAUs) at the end of 2022. The decline first hit Brazil in Q2 2022, with a 39 percent drop in usage in Q4 2022 compared to its peak in Q1 2022. The other top markets (U.S., Philippines, Thailand, Indonesia) saw positive MAU growth in Q2 2022, but have seen declines from Q3 2022 on. Among the top 10 markets, India is the only market maintaining positive growth over the past two years. The top Crypto/NFT games in India collectively surpassed 880K MAUs in Q4 2022, up 130 percent from Q1 2021. Monthly Active Users of Crypto/NFT Games Decline in H2 2022 Top Markets’ Active Users for Top Crypto/NFT Games © 2023 Sensor Tower Inc. - All Rights Reserved | 26 Note: Monthly active users totals are the average of each app’s average MAU each quarter (this may count users multiple times if they use multiple devices). Average Monthly Active Users 0 1M 2M 3M 4M Q 1 2 0 2 1 Q 2 2 0 2 1 Q 3 2 0 2 1 Q 4 2 0 2 1 Q 1 2 0 2 2 Q 2 2 0 2 2 Q 3 2 0 2 2 Q 4 2 0 2 2 Brazil Philippines Indonesia Thailand U.S.
  • 27. Monetization and Meta Feature Trends © 2023 Sensor Tower Inc. - All Rights Reserved | 27
  • 28. Welcome to the Games-as-a-Service World! Top 10 Games by Worldwide Gross Revenue in 2022, App Store and Google Play © 2023 Sensor Tower Inc. - All Rights Reserved | 28 Live Ops is a key monetization and retention structure for top grossing games attempting to maintain long-term player engagement and spending. All of the world’s top 10 revenue generating mobile games in 2022 support their titles through this content structure. Classic monetization features like the Starter Pack and Currency Bundles also appear in most top grossing titles. For example, eight of the top 10 grossing games include a Starter Pack. Coin Master, from Moon Active, stands out as the only Casino title in the top 10 mobile games. This is a testament to the fact that Social Casino games with Casual aesthetics, mechanics and product model can reach a broader casual audience, and drive higher engagement and revenue. Note: Revenue figures are gross revenue (including the cut taken by Apple or Google). $0 $500M $1.0B $1.5B $2.0B $2.5B $3.0B $729M $816M $835M $1.9B $2.1B $2.8B $866M $1.1B $1.3B $1.0B Casino Casual Mid-core Sports & Racing Live Ops Gacha Season Pass Subscription Starter Pack ✔ ✖ ✔ ✔ ✔ ✔ ✖ ✔ ✔ ✔ ✔ ✔ ✔ ✔ ✔ ✔ ✖ ✔ ✖ ✔ ✔ ✖ ✖ ✔ ✔ ✔ ✖ ✖ ✖ ✔ ✔ ✖ ✖ ✖ ✔ ✔ ✔ ✖ ✖ ✔ ✔ ✔ ✖ ✔ ✖ ✔ ✔ ✖ ✖ ✖
  • 29. Live Ops Is the Standard Practice Among Top Grossing Games Share of Worldwide Revenue With Selected Monetization in 2022 © 2023 Sensor Tower Inc. - All Rights Reserved | 29 Live Ops has become the standard monetization for achieving success in the mobile game industry, with 91 percent of the world’s top games supporting their titles through this approach. In addition, 97 percent of top games’ revenue comes from games with this monetization strategy. Although only 41 percent of mobile games employed the Season Pass feature, these have collectively generated more than half of player spending worldwide. Sensor Tower’s advanced descriptors allow you to quickly identify the monetization structure of each game in order to understand your game’s potential. Note: Top 500 mobile games by revenue in 2022 Percentage of games 0% 20% 40% 60% 80% 100% Live Ops Starter Pack Loot Box Gacha Subscription Season Pass 59% 58% 56% 28% 20% 9% 41% 42% 44% 72% 80% 91% With selected Monetization Without selected Monetization Share of Worldwide revenue 0% 20% 40% 60% 80% 100% Live Ops Starter Pack Loot Box Gacha Subscription Season Pass 47% 53% 59% 22% 17% 3% 53% 47% 41% 78% 83% 97%
  • 30. Live Ops Is Most Commonly Utilized for RPG Games Percentage of Top Games With Live Ops and Average Gross Revenue in 2022 © 2023 Sensor Tower Inc. - All Rights Reserved | 30 Live Ops is most commonly used in RPG games, with 90 percent of the top performing RPG mobile games featuring it. Mobile games with Live Ops perform well in terms of revenue, particularly in Action titles. On average, an Action game with Live Ops can generate 30 times more in revenue than a game without it. Note: Top 500 games by revenue in 2022 27% 73% Strategy $0 $10M $20M $30M $40M $50M 10% 90% RPG $0 $20M $40M $60M $80M $100M $120M Without Live Ops With Live Ops 34% 66% Action $0 $6M $12M $18M $24M $30M Average Gross Revenue Percentage of titles with Live Ops
  • 31. Loot Boxes as Monetization Feature Share of Revenue by Games That Use Loot Box in 2022 © 2023 Sensor Tower Inc. - All Rights Reserved | 31 The 15 percent of games that monetize with Loot Boxes generate 73 percent of total worldwide revenue. The European Commission is currently investigating whether current laws do enough to protect consumers from monetization practices such as Loot Boxes, contributing to uncertainty around the long term viability of this approach in the region. The stakes are particularly high, as 63 percent of all mobile game revenue in the EU is generated by games with Loot Boxes. Worldwide Revenue European Revenue Asian Revenue 0% 25% 50% 75% 100% 13% 37% 27% 87% 63% 73% With Loot Box Without Loot Box 85% 15% Worldwide Percentage of titles with Loot Box
  • 32. Character Collection: The Dominant Meta Feature Among Top Mobile Games Top 10 Games by Worldwide Gross Revenue in 2022, App Store and Google Play © 2023 Sensor Tower Inc. - All Rights Reserved | 32 Character Collection is the most widespread meta feature among top titles, and is present in 70 percent of top titles. Character Collection is particularly prevalent in Mid-core titles, with 88 percent of the top Mid-core games, in terms of player spend, relying on this feature to enhance player engagement. Note: Revenue figures are gross (including the cut taken by Apple or Google). Character Collection Resource Management Levels Narrative Stories Social Clans ✔ ✖ ✖ ✖ ✔ ✔ ✖ ✖ ✖ ✔ ✔ ✖ ✖ ✔ ✖ ✖ ✖ ✔ ✖ ✔ ✖ ✖ ✖ ✖ ✖ ✖ ✔ ✔ ✖ ✔ ✔ ✖ ✖ ✖ ✖ ✔ ✔ ✖ ✔ ✔ ✔ ✔ ✖ ✔ ✔ ✔ ✔ ✔ ✔ ✖ $0 $500M $1.0B $1.5B $2.0B $2.5B $3.0B $729M $816M $835M $1.9B $2.1B $2.8B $866M $1.1B $1.3B $1.0B Casino Casual Mid-core Sports & Racing
  • 33. The Combination of Character Collection & Social Clan Metas Maximize Player Engagement Percentage of Top Android Games by Monthly Average Time Spent, Q4 2022 © 2023 Sensor Tower Inc. - All Rights Reserved | 33 Character Collection and Social Clans are the most prevalent meta features among top titles in the mobile gaming ecosystem. Players of mobile games featuring both Character Collection and Social Clans metas tend to spend more time in the game. 72 percent of the top games with this combination see players spend an average of over 3 hours per month, while only 22 percent of games with just the Character Collection meta feature see a similar amount of time spent. Character Meta & Social Clans Social Clan Only Character Meta Only None 0% 25% 50% 75% 100% 72% 33% 20% 5% 24% 44% 36% 23% 4% 15% 30% 41% 7% 14% 31% More than 6 hours 3 - 6 hours 1 - 3 hours Less than an hour Note: Top 1000 Android games by downloads
  • 34. In-App Events Drive Engagement Marvel Snap’s Worldwide Daily Revenue, App Store and Google Play © 2023 Sensor Tower Inc. - All Rights Reserved | 34 The release of events on a periodic update schedule drives engagement and monetization. Sensor Tower’s In-App Events feature can measure how much revenue is generated by each event the game administers. This is a powerful source of insights for benchmarking and understanding your competitors Live Ops strategy. Among the best performing mobile games employing this strategy, Marvel Snap stands out. Nuverse earned an estimated $670K in revenue on the release day of the Warriors of Wakanda event in November 2022, $746K on the release day of The Power Cosmic event in December 2022 and $694K the day of the Happy Winterverse Event. Note: Revenue figures are gross revenue (including the cut taken by Apple or Google). $0 $200K $400K $600K $800K $1M $1.2M 1 0 / 1 8 / 2 2 1 0 / 2 1 / 2 2 1 0 / 2 4 / 2 2 1 0 / 2 7 / 2 2 1 0 / 3 0 / 2 2 1 1 / 2 / 2 2 1 1 / 5 / 2 2 1 1 / 8 / 2 2 1 1 / 1 1 / 2 2 1 1 / 1 4 / 2 2 1 1 / 1 7 / 2 2 1 1 / 2 0 / 2 2 1 1 / 2 3 / 2 2 1 1 / 2 6 / 2 2 1 1 / 2 9 / 2 2 1 2 / 2 / 2 2 1 2 / 5 / 2 2 1 2 / 8 / 2 2 1 2 / 1 1 / 2 2 1 2 / 1 4 / 2 2 1 2 / 1 7 / 2 2 1 2 / 2 0 / 2 2 1 2 / 2 3 / 2 2 1 2 / 2 6 / 2 2 1 2 / 2 9 / 2 2 In- App Event 11/8/2022 - 12/6/2022 Warriors of Wakanda In- App Event 12/6/2022 - 1/3/2023 The Power Cosmic In- App Event 12/21/2022 - 1/2/2023 Happy Winterverse
  • 35. Market Overview: Worldwide © 2023 Sensor Tower Inc. - All Rights Reserved | 35
  • 36. Global Game Revenue Declines for the Fifth Consecutive Quarter Worldwide Quarterly Consumer Spending on Mobile Games, App Store and Google Play © 2023 Sensor Tower Inc. - All Rights Reserved | 36 Global mobile game revenue experienced enormous growth in 2020 at the beginning of the COVID-19 pandemic, with its year-over-year growth in H2 2020 reaching 25 percent. Player spending peaked in H2 2021 at $43B. Revenue has declined quarter-over-quarter since its peak in Q3 2021. Player spending declined 14 percent, from $22B in Q3 2021 to $18.9B in Q4 2022. Despite this, it has remained well above pre-pandemic levels. Note: Revenue figures are gross revenue (including the cut taken by Apple or Google). $0 $5B $10B $15B $20B $25B Q 1 2 0 1 9 Q 2 2 0 1 9 Q 3 2 0 1 9 Q 4 2 0 1 9 Q 1 2 0 2 0 Q 2 2 0 2 0 Q 3 2 0 2 0 Q 4 2 0 2 0 Q 1 2 0 2 1 Q 2 2 0 2 1 Q 3 2 0 2 1 Q 4 2 0 2 1 Q 1 2 0 2 2 Q 2 2 0 2 2 Q 3 2 0 2 2 Q 4 2 0 2 2 7.2B 7.3B 7.3B 8.2B 8.5B 8.8B 8.7B 8.9B 8.2B 8.1B 8.1B 6.9B 6.5B 6.5B 6.0B 6.0B 11.7B 12.0B 12.3B 12.7B 12.7B 13.2B 12.6B 13.0B 12.3B 12.4B 12.0B 10.8B 9.9B 10.0B 9.1B 9.0B App Store Google Play +25% +5% -11%
  • 37. Honor of Kings Regained Its Lead in 2022 Top Mobile Game by Worldwide Revenue on App Store and Google Play © 2023 Sensor Tower Inc. - All Rights Reserved | 37 1 Honor of Kings Tencent PUBG Mobile Tencent Fate/Grand Order Sony Candy Crush Saga King Monster Strike Mixi Pokémon GO Niantic Fantasy WW Journey NetEase LineageM NCSOFT Clash of Clans Supercell Homescapes Playrix 2 3 4 5 6 7 8 9 10 2019 1 PUBG Mobile Tencent Honor of Kings Tencent Pokémon GO Niantic Roblox Roblox Coin Master Moon Active Monster Strike Mixi Rise of Kingdoms Lilith Games Gardenscapes Playrix Fate/Grand Order Sony 2 3 4 5 6 7 8 9 10 2020 +1 -1 +3 NEW NEW -1 NEW -7 1 PUBG Mobile Tencent Honor of Kings Tencent Genshin Impact miHoYo Roblox Roblox Coin Master Moon Active Candy Crush Saga King Pokémon GO Niantic Garena Free Fire Garena Uma Musume Pretty Derby Cygames Rise of Kingdoms Lilith Games 2 3 4 5 6 7 8 9 10 2021 -2 - - NEW NEW NEW - -2 Candy Crush Saga King NEW -5 +3 -3 Genshin Impact miHoYo Coin Master Moon Active Candy Crush Saga King Pokémon GO Niantic Three Kingdoms Tactics Alibaba Uma Musume Pretty Derby Cygames Fate/Grand Order Sony 3 4 5 6 7 8 9 10 2022 -2 NEW +2 -1 +1 1 Honor of Kings Tencent PUBG Mobile Tencent 2 Roblox Roblox - - NEW +1 -1 Sports & Racing Mid-core Casual Casino Game Class
  • 38. Taiwan China Becomes the Second Largest Market Following Japan’s Double Digit Year-Over-Year Decline Top Markets by Mobile Game Spending, App Store and Google Play © 2023 Sensor Tower Inc. - All Rights Reserved | 38 The United States remains the top market for mobile games. U.S. player spending remained above $5.5B each quarter following the onset of the COVID-19 pandemic, but has seen a downward trend in the past two years, falling 6 percent year-over-year in Q4 2022, compared to the same period in 2021. Meanwhile, Japan, South Korea, and Taiwan, experienced double-digit revenue decline during Q4 2022, down 22 percent, 20 percent, and 12 percent year-over-year, respectively. China broke this pattern, maintaining relatively stable revenue, and because of this the country has replaced Japan as the second largest mobile games market since Q2 2022. Note: Revenue figures are gross revenue (including the cut taken by Apple or Google). China numbers only include App Store as Google Play is not available there $0 $1B $2B $3B $4B $5B $6B $7B Q 1 2 0 1 9 Q 2 2 0 1 9 Q 3 2 0 1 9 Q 4 2 0 1 9 Q 1 2 0 2 0 Q 2 2 0 2 0 Q 3 2 0 2 0 Q 4 2 0 2 0 Q 1 2 0 2 1 Q 2 2 0 2 1 Q 3 2 0 2 1 Q 4 2 0 2 1 Q 1 2 0 2 2 Q 2 2 0 2 2 Q 3 2 0 2 2 Q 4 2 0 2 2 U.S -6% Y/Y China -3% Y/Y Japan -22% Y/Y South Korea -20% Y/Y Taiwan -12% Y/Y U.S Japan China South Korea
  • 39. U.S. Market Share Continues to Grow Year-over-Year Share for Top Markets by Mobile Game Spending, App Store and Google Play © 2023 Sensor Tower Inc. - All Rights Reserved | 39 While the United States, the largest market by spend, continues to gain market share, Japan experienced double digit revenue decline year-over- year in 2022 and lost 2 percent market share in global mobile game revenue compared to 2021. Countries outside the top five have slowly gained market share, suggesting that mobile game publishers have turned to less tapped markets with higher growth potential. Note: Revenue figures are gross revenue (including the cut taken by Apple or Google). China numbers only include App Store as Google Play is not available there 2019 2020 2021 2022 0% 25% 50% 75% 100% 25% 24% 23% 22% 3% 3% 3% 3% 7% 7% 7% 6% 18% 18% 18% 20% 19% 21% 22% 23% 29% 28% 28% 26% U.S. Japan China South Korea Taiwan Other
  • 40. Mobile Game Adoption Remains Stable After a Jump in 2020 Worldwide Quarterly Downloads of Mobile Games, App Store and Google Play © 2023 Sensor Tower Inc. - All Rights Reserved | 40 Mobile game downloads grew dramatically beginning in Q1 2020 at the beginning of the pandemic, peaking in Q2 2020. Global downloads are currently stable at an average of 13.8B per quarter over the last two years. Although mobile game adoption has slowed since its peak in Q2 2020, it has remained well above pre-pandemic levels. Note: Revenue figures are gross revenue (including the cut taken by Apple or Google). 0 3B 6B 10B 13B 16B Q 1 2 0 1 9 Q 2 2 0 1 9 Q 3 2 0 1 9 Q 4 2 0 1 9 Q 1 2 0 2 0 Q 2 2 0 2 0 Q 3 2 0 2 0 Q 4 2 0 2 0 Q 1 2 0 2 1 Q 2 2 0 2 1 Q 3 2 0 2 1 Q 4 2 0 2 1 Q 1 2 0 2 2 Q 2 2 0 2 2 Q 3 2 0 2 2 Q 4 2 0 2 2 11.7B 11.6B 11.9B 12.0B 11.6B 11.6B 11.8B 11.8B 11.5B 11.8B 12.4B 10.4B 8.8B 8.7B 8.2B 7.5B 1.9B 2.0B 2.0B 2.2B 2.0B 2.1B 2.1B 2.3B 2.1B 2.3B 2.7B 3.0B 2.3B 2.4B 2.2B 2.2B App Store Google Play +25% -2% -1%
  • 41. Subway Surfers Climbs to the No. 1 Mobile Game in 2022 Top mobile games by worldwide downloads on App Store and Google Play © 2023 Sensor Tower Inc. - All Rights Reserved | 41 Sports & Racing Mid-Core Game Class Casual Casino 1 PUBG Mobile Tencent Garena Free Fire Garena Subway Surfers Sybo Games Fun Race 3D Good Job Games Color Bump 3D Good Job Games Call of Duty: Mobile Activision Blizzard My Talking Tom 2 Outfit7 Run Race 3D Good Job Games Sand Balls SayGames Homescapes Playrix 2 3 4 5 6 7 8 9 10 2019 1 Among Us InnerSloth Garena Free Fire Garena Subway Surfers Sybo Games PUBG Mobile Tencent Hunter Assassin Ruby Game Studio Gardenscapes Playrix Brain Out Focus Apps Ludo King Gametion Homescapes Playrix 2 3 4 5 6 7 8 9 10 2020 NEW NEW - 1 Garena Free Fire Garena Subway Surfers Sybo Games PUBG Mobile Tencent Roblox Roblox Candy Crush Saga King Ludo King Gametion Bridge Race Supersonic Studios Join Clash 3D Supersonic Studios Among Us InnerSloth Hair Challenge Rollic Games 2 3 4 5 6 7 8 9 10 2021 +1 +1 NEW Tiles Hop Amanotes NEW +2 Stumble Guys Kitka Games Candy Crush Saga King Roblox Roblox Race Master 3D SayGames Bridge Race Supersonic Studios PUBG Mobile Tencent My Talking Tom 2 Outfit7 3 4 5 6 7 8 9 10 2022 - +1 +1 1 Subway Surfers Sybo Games Garena Free Fire Garena 2 Ludo King Gametion -6 NEW +1 -1 NEW - - -3 NEW NEW +1 NEW NEW NEW -8 NEW NEW NEW -3
  • 42. India Leads the Way in Mobile Game Adoption Top Markets by Mobile Game Downloads, App Store and Google Play © 2023 Sensor Tower Inc. - All Rights Reserved | 42 India remains the largest market for downloads, accumulating 17 percent of the worldwide total for the third consecutive year in 2022. Four of the top five countries globally by mobile game downloads have stable market share, with the U.S. as the only exception. The U.S. lost 3 percentage points in 2022 compared to 2019. While 75 percent of mobile game revenue in 2022 was concentrated among the five largest markets, the top five by downloads combined accounted for only 44 percent of the installs. This divergence illustrates the difficulty in driving user spend in mobile games relative to new user acquisition in most markets. Note: Revenue figures are gross revenue (including the cut taken by Apple or Google). China numbers only include App Store as Google Play is not available there. $0 $500M $1.0B $1.5B $2.0B $2.5B $3.0B Q 1 2 0 1 9 Q 2 2 0 1 9 Q 3 2 0 1 9 Q 4 2 0 1 9 Q 1 2 0 2 0 Q 2 2 0 2 0 Q 3 2 0 2 0 Q 4 2 0 2 0 Q 1 2 0 2 1 Q 2 2 0 2 1 Q 3 2 0 2 1 Q 4 2 0 2 1 Q 1 2 0 2 2 Q 2 2 0 2 2 Q 3 2 0 2 2 Q 4 2 0 2 2 India 13% Y/Y Brazil 2% Y/Y U.S. -9% Y/Y Indonesia 5% Y/Y Russia -11% Y/Y Russia India U.S. Brazil Indonesia
  • 43. India Accounted for 17 Percent of Downloads in 2022 Market Share for Top Markets by Mobile Game Downloads, App Store and Google Play © 2023 Sensor Tower Inc. - All Rights Reserved | 43 As the smartphone penetration rate in India increased in recent years, it has become the largest market for mobile game downloads. In contrast, the U.S. market has been shrinking, showing negative growth year-over-year since 2019. Downloads in the U.S. decreased 12.8 percent from 1.3B in Q4 2020 to 1.1B in Q4 2022. Consequently, Brazil has replaced the U.S. as the second largest market by downloads. Russia has seen declining downloads since Q2 2022, following the onset of the Russia-Ukraine war, with the last three quarters showing negative growth year-over-yea. Downloads in Russia decreased 11 percent in Q4 2022. Note: Revenue figures are gross revenue (including the cut taken by Apple or Google). China numbers only include App Store as Google Play is not available there. 2019 2020 2021 2022 0% 25% 50% 75% 100% 56% 55% 55% 56% 5% 5% 5% 6% 6% 6% 5% 5% 8% 8% 8% 8% 8% 9% 10% 11% 17% 17% 17% 14% India U.S. Brazil Indonesia Russia Other
  • 44. Market Overview: United States © 2023 Sensor Tower Inc. - All Rights Reserved | 44
  • 45. Game Revenue in U.S. Declined 6 Percent in 2022 U.S. Quarterly Gross Revenue From Mobile Games, App Store and Google Play © 2023 Sensor Tower Inc. - All Rights Reserved | 45 The size of the U.S. mobile games market decreased each quarter in 2022 year-over-year by at least 5 percent each quarter. While revenue on App Store remained stable in Q4 2022, consumer spending on Google Play declined by 12 percent year-over-year, falling by $291M in gross revenue. Despite a decline in Q4 2022, the U.S. is still the top market for mobile gaming, accounting for 29 percent of global market share in revenue. Note: Revenue figures are gross revenue (including the cut taken by Apple or Google). $0 $1B $2B $3B $4B $5B $6B $7B Q 1 2 0 1 9 Q 2 2 0 1 9 Q 3 2 0 1 9 Q 4 2 0 1 9 Q 1 2 0 2 0 Q 2 2 0 2 0 Q 3 2 0 2 0 Q 4 2 0 2 0 Q 1 2 0 2 1 Q 2 2 0 2 1 Q 3 2 0 2 1 Q 4 2 0 2 1 Q 1 2 0 2 2 Q 2 2 0 2 2 Q 3 2 0 2 2 Q 4 2 0 2 2 2.2B 2.2B 2.3B 2.3B 2.5B 2.6B 2.8B 2.7B 2.4B 2.4B 2.6B 1.9B 1.9B 1.8B 1.8B 1.7B 3.4B 3.4B 3.4B 3.4B 3.5B 3.4B 3.4B 3.4B 3.2B 3.3B 3.5B 2.6B 2.4B 2.3B 2.2B 2.1B App Store Google Play +29% +8% -6%
  • 46. Candy Crush, Roblox, and Coin Master Top Mobile Games by U.S. Revenue on App Store and Google Play © 2023 Sensor Tower Inc. - All Rights Reserved | 46 Sports & Racing Mid-Core Game Class Casual Casino 1 Candy Crush Saga King Roblox Roblox Clash of Clans Supercell Pokémon GO Niantic Coin Master Moon Active Homescapes Playrix Slotomania Playtika PUBG Mobile Tencent Fortnite Epic Games Toon Blast Peak Games 2 3 4 5 6 7 8 9 10 2019 1 Roblox Roblox Candy Crush Saga King Coin Master Moon Active Pokémon GO Niantic Gardenscapes Playrix Homescapes Playrix Clash of Clans Supercell Slotomania Playtika Call of Duty: Mobile Activision Blizzard 2 3 4 5 6 7 8 9 10 2020 +1 -1 +2 NEW 1 Roblox Roblox Candy Crush Saga King Coin Master Moon Active Garena Free Fire Garena Homescapes Playrix Genshin Impact miHoYo Pokémon GO Niantic Clash of Clans Supercell Call of Duty: Mobile Activision Blizzard PUBG Mobile Tencent 2 3 4 5 6 7 8 9 10 2021 -1 - - -1 PUBG Mobile Tencen -1 -1 Coin Master Moon Active Evony: The King's Return Moon Active Royal Match King Clash of Clans Supercell Homescapes Playrix Bingo Blitz™ Cygames Jackpot Party Sony 3 4 5 6 7 8 9 10 2022 NEW 1 Candy Crush Saga King Roblox Roblox 2 Pokémon GO Niantic - NEW +1 -1 - - -4 -1 NEW - NEW NEW -1 +1 NEW NEW - -1 +1
  • 47. U.S. Game Installs Have Fallen Below Pre-Pandemic Levels U.S. Quarterly Downloads of Mobile Games, App Store and Google Play © 2023 Sensor Tower Inc. - All Rights Reserved | 47 The United States saw strong download growth year-over-year at the start of the pandemic, seeing its largest Y/Y growth in Q1 2020 at 25 percent. Mobile game downloads have fallen considerably since. In the past two years, Q4 downloads declined year-over-year. In the U.S., downloads fell below pre-pandemic levels in Q4 2021, and the decline continued in 2022. Because of this, Brazil has displaced U.S. as the second largest market for mobile game downloads. 0 300M 600M 900M 1.2B 1.5B Q 1 2 0 1 9 Q 2 2 0 1 9 Q 3 2 0 1 9 Q 4 2 0 1 9 Q 1 2 0 2 0 Q 2 2 0 2 0 Q 3 2 0 2 0 Q 4 2 0 2 0 Q 1 2 0 2 1 Q 2 2 0 2 1 Q 3 2 0 2 1 Q 4 2 0 2 1 Q 1 2 0 2 2 Q 2 2 0 2 2 Q 3 2 0 2 2 Q 4 2 0 2 2 577M 569M 596M 609M 591M 581M 585M 642M 622M 628M 673M 649M 596M 600M 560M 544M 530M 545M 609M 640M 626M 587M 613M 664M 648M 699M 761M 757M 673M 650M 630M 576M App Store Google Play 0% -4% -9%
  • 48. Subway Surfers Continues Its Climb Towards the No.1 Spot Top Mobile Games by U.S. Downloads on App Store and Google Play © 2023 Sensor Tower Inc. - All Rights Reserved | 48 Sports & Racing Mid-Core Game Class Casual Casino 1 Call of Duty: Mobile Activision Blizzard Color Bump 3D Good Job Games Aquapark.io Voodoo Mario Kart Tour Nintendo Roblox Roblox Wordscapes PeopleFun Fun Race 3D Good Job Games Run Race 3D Good Job Games Mr Bullet Lion Studios Polysphere Playgendary 2 3 4 5 6 7 8 9 10 2019 1 2 3 4 5 6 7 8 9 10 2020 NEW NEW 1 Roblox Roblox Project Makeover AppLovin Among Us InnerSloth High Heels Zynga Call of Duty: Mobile Activision Blizzard Bridge Race Supersonic Studios Subway Surfers Sybo Games Magic Tiles 3 Amanotes Count Masters Tap2Play Paper Fold Good Job Games 2 3 4 5 6 7 8 9 10 2021 +1 Among Us InnerSloth Roblox Roblox Call of Duty: Mobile Activision Blizzard Subway Surfers Sybo Games Brain Test Unico Studios Coin Master Moon Active Magic Tiles 3 Amanotes Fishdom Playrix Tangle Master 3D Zynga Woodturning Voodoo NEW 3 4 5 6 7 8 9 10 2022 +4 1 2 Wordle! AppLovin Among Us InnerSloth Stumble Guys Kitka Games Fishdom Playrix Survivor!.io Habby Parking Jam 3D Popcore Games Call of Duty: Mobile Activision Blizzard Roblox Roblox Subway Surfers Sybo Games Count Masters Tap2Play NEW NEW NEW NEW NEW NEW NEW -2 NEW NEW +3 NEW -1 -4 NEW -1 -2 NEW - +3 NEW -3 NEW NEW -3
  • 49. Market Overview: Europe © 2023 Sensor Tower Inc. - All Rights Reserved | 49
  • 50. Game Revenue in Europe Declined in 2022 Europe Quarterly Gross Revenue From Mobile Games, App Store and Google Play © 2023 Sensor Tower Inc. - All Rights Reserved | 50 Mobile game consumer spending in Europe reached $2.8B in Q4 2021, an all-time high and up 7 percent year-over-year. However, in Q4 2022, revenue decreased by 11 percent year-over-year to $2.3B. This decline was similar on both platforms, with App Store revenue down 9 percent year-over-year in Q1 2021 compared to 13 percent down year- over-year on Google Play. Google Play remains the larger platform, with $1.4B in gaming revenue compared to $1.2B on App Store during Q4 2022. Although mobile game revenue has declined since its peak in Q4 2021, it has remained well above pre-pandemic levels. Note: Revenue figures are gross revenue (including the cut taken by Apple or Google). $0 $500M $1B $1.5B $2B $2.5B $3B Q 1 2 0 1 9 Q 2 2 0 1 9 Q 3 2 0 1 9 Q 4 2 0 1 9 Q 1 2 0 2 0 Q 2 2 0 2 0 Q 3 2 0 2 0 Q 4 2 0 2 0 Q 1 2 0 2 1 Q 2 2 0 2 1 Q 3 2 0 2 1 Q 4 2 0 2 1 Q 1 2 0 2 2 Q 2 2 0 2 2 Q 3 2 0 2 2 Q 4 2 0 2 2 1.4B 1.3B 1.3B 1.4B 1.6B 1.5B 1.5B 1.5B 1.5B 1.4B 1.4B 1.2B 1.1B 1.1B 1.0B 991M 1.1B 1.1B 1.1B 1.2B 1.2B 1.2B 1.2B 1.2B 1.1B 1.0B 1.1B 905M 893M 845M 784M 754M App Store Google Play +29% + 7% -11%
  • 51. Fishdom Broke into the Top Grossing Mobile Games in Europe Top Mobile Games by Europe Revenue on App Store and Google Play © 2023 Sensor Tower Inc. - All Rights Reserved | 51 Sports & Racing Mid-Core Game Class Casual Casino 1 Coin Master Moon Active Candy Crush Saga King Clash of Clans Supercell Brawl Stars Supercell Gardenscapes Playrix Homescapes Playrix Pokémon GO Niantic Empires & Puzzles Small Giant Games Guns of Glory FunPlus Clash Royale Supercell 2 3 4 5 6 7 8 9 10 2019 1 King 2 3 4 5 6 7 8 9 10 2020 1 Coin Master Moon Active Roblox Roblox PUBG Mobile Tencent State of Survival FunPlus Gardenscapes Playrix Brawl Stars Supercell Candy Crush Saga King Homescapes Playrix Pokémon GO Niantic Clash of Clans Supercell 2 3 4 5 6 7 8 9 10 2021 -3 - Coin Master Moon Active Brawl Stars Supercell PUBG Mobile Tencent Gardenscapes Playrix Pokémon GO Niantic Roblox Roblox Candy Crush Saga Homescapes Playrix State of Survival FunPlus Clash of Clans Supercell -6 -1 3 4 5 6 7 8 9 10 2022 1 2 Roblox Roblox PUBG Mobile Tencent State of Survival FunPlus Clash of Clans Supercell Homescapes Playrix Fishdom Cygames Pokémon GO Niantic Moon Active Moon Active Candy Crush Saga King Gardenscapes Playrix +3 -5 -2 NEW - NEW +3 - +2 NEW +1 +2 NEW +4 +6 +2 -4 - -4 -1 - -3 +2 - -1 -
  • 52. Russia Fell Out of the Top 5 Markets in Europe for the First Time Top European Markets by Mobile Game Revenue, App Store and Google Play © 2023 Sensor Tower Inc. - All Rights Reserved | 52 Mobile game revenue declined across the five biggest markets in Europe during Q4 2022 (Germany, U.K., France, Russia, and Italy). Russia has seen significant decline for the first time in Q2 2022 following the onset of the Russia-Ukraine war, with consumer spending dropping 68 percent compared to Q1 2022. Russia’s player spending remained below $70M each quarter in the last three quarters. Note: Revenue figures are gross revenue (including the cut taken by Apple or Google). $0 $100M $200M $300M $400M $500M $600M $700M Q 1 2 0 1 9 Q 2 2 0 1 9 Q 3 2 0 1 9 Q 4 2 0 1 9 Q 1 2 0 2 0 Q 2 2 0 2 0 Q 3 2 0 2 0 Q 4 2 0 2 0 Q 1 2 0 2 1 Q 2 2 0 2 1 Q 3 2 0 2 1 Q 4 2 0 2 1 Q 1 2 0 2 2 Q 2 2 0 2 2 Q 3 2 0 2 2 Q 4 2 0 2 2 Germany - 6% Y/Y France -4% Y/Y U.K -13% Y/Y Russia -72% Y/Y Italy -3% Y/Y Switzerland -3% Y/Y Italy Germany U.K. France Russia Switzerland
  • 53. Mobile Game Installs in Europe Fall to Pre-Pandemic Levels European Quarterly Downloads From Mobile Games, App Store and Google Play © 2023 Sensor Tower Inc. - All Rights Reserved | 53 Mobile game installs in Europe were down 8 percent in Q4 2022, compared to the same period in 2021. This was the second consecutive year that Europe saw negative growth in mobile game downloads in Q4. Google Play remains the most relevant mobile game marketplace in Europe, accounting for 83 percent of the market share in downloads in 2022. Note: Revenue figures are gross revenue (including the cut taken by Apple or Google). $0 $1B $2B $3B $4B Q 1 2 0 1 9 Q 2 2 0 1 9 Q 3 2 0 1 9 Q 4 2 0 1 9 Q 1 2 0 2 0 Q 2 2 0 2 0 Q 3 2 0 2 0 Q 4 2 0 2 0 Q 1 2 0 2 1 Q 2 2 0 2 1 Q 3 2 0 2 1 Q 4 2 0 2 1 Q 1 2 0 2 2 Q 2 2 0 2 2 Q 3 2 0 2 2 Q 4 2 0 2 2 2.3B 2.2B 2.2B 2.7B 2.5B 2.3B 2.3B 2.7B 2.5B 2.3B 2.6B 2.6B 2.2B 2.1B 1.9B 2.0B 462M 483M 484M 544M 525M 481M 484M 553M 545M 536M 616M 673M 603M 575M 531M 539M App Store Google Play +11% -2% -8%
  • 54. Stumble Guys Broke into the Top 3 Games by Europe Downloads Top Mobile Games by Europe Downloads on App Store and Google Play © 2023 Sensor Tower Inc. - All Rights Reserved | 54 Sports & Racing Mid-Core Game Class Casual Casino 1 Brawl Stars Supercell Color Bump 3D Good Job Games Fun Race 3D Good Job Games Call of Duty: Mobile Activision Blizzard Homescapes Playrix Run Race 3D Good Job Games Sand Balls SayGames Aquapark.io Voodoo PUBG Mobile Tencent Subway Surfers Sybo Games 2 3 4 5 6 7 8 9 10 2019 1 2 3 4 5 6 7 8 9 10 2020 NEW 1 Count Masters Tap2Play Roblox Roblox Among Us InnerSloth Brawl Stars Supercell Phone Case DIY Phone Case DIY DOP 2 SayGames Subway Surfers Sybo Games Hair Challenge Zynga Going Balls Supersonic Studios PUBG Mobile Tencent 2 3 4 5 6 7 8 9 10 2021 Among Us InnerSloth Brawl Stars Supercell Gardenscapes Playrix Brain Test Unico Studios Subway Surfers Sybo Games Roblox Roblox PUBG Mobile Tencent Brain Out Focus Apps Tiles Hop Amanotes Woodturning Voodoo 3 4 5 6 7 8 9 10 2022 1 2 NEW NEW NEW NEW NEW NEW NEW NEW -2 -3 NEW -9 -1 NEW +5 +2 -3 NEW +4 -2 - NEW NEW Roblox Roblox Among Us InnerSloth Going Balls Supersonic Studios PUBG Mobile Tencent Snake.io Kooapps Count Masters Tap2Play Subway Surfers Sybo Games Stumble Guys Kitka Games Words of Wonders Fugo Race Master 3D SayGames +4 NEW -1 +5 NEW +2
  • 55. Russia Continued to Drive European Game Downloads Top European Markets by Mobile Game Revenue, App Store and Google Play © 2023 Sensor Tower Inc. - All Rights Reserved | 55 Each of the five top European markets saw downloads decline year-over-year in Q4 2022. Russia saw a particularly severe decline, down 11 percent year-over-year. Despite its decline in adoption, Russia is still the top market for mobile gaming in Europe, with 673M downloads. It accounted for 24 percent of downloads in Europe in Q4 2022, followed by Turkey at 16 percent. $0 $100M $200M $300M $400M $500M $600M $700M $800M Q 1 2 0 1 9 Q 2 2 0 1 9 Q 3 2 0 1 9 Q 4 2 0 1 9 Q 1 2 0 2 0 Q 2 2 0 2 0 Q 3 2 0 2 0 Q 4 2 0 2 0 Q 1 2 0 2 1 Q 2 2 0 2 1 Q 3 2 0 2 1 Q 4 2 0 2 1 Q 1 2 0 2 2 Q 2 2 0 2 2 Q 3 2 0 2 2 Q 4 2 0 2 2 Russia - 11% Y/Y U.K. -9% Y/Y Turkey -3% Y/Y Germany -3% Y/Y France -8% Y/Y Germany Russia Turkey U.K France
  • 56. Market Overview: Asia © 2023 Sensor Tower Inc. - All Rights Reserved | 56
  • 57. Game Revenue in Asia Declined 14 Percent Year-Over-Year Asia’s Quarterly Gross Revenue From Mobile Games, App Store and Google Play © 2023 Sensor Tower Inc. - All Rights Reserved | 57 Asia’s mobile game revenue declined quarter-over-quarter in 2022, from $11.2B in Q1 to $9.5B in Q4, down 15 percent. The revenue decline was more pronounced on Google Play at 20 percent compared to App Store, which decreased by 12 percent. Following the same trend observed in the U.S. market, mobile game revenue in Asia also declined during Q4 2022 year-over-year. Where the U.S’s gaming spend dropped 6 percent, spend in Asia was down 14 percent. Despite this, Asia still remains by far the most lucrative region for mobile game revenue, led by China and Japan. Note: Revenue figures are gross revenue (including the cut taken by Apple or Google). $0 $2B $4B $6B $8B $10B $12B Q 1 2 0 1 9 Q 2 2 0 1 9 Q 3 2 0 1 9 Q 4 2 0 1 9 Q 1 2 0 2 0 Q 2 2 0 2 0 Q 3 2 0 2 0 Q 4 2 0 2 0 Q 1 2 0 2 1 Q 2 2 0 2 1 Q 3 2 0 2 1 Q 4 2 0 2 1 Q 1 2 0 2 2 Q 2 2 0 2 2 Q 3 2 0 2 2 Q 4 2 0 2 2 3.1B 3.3B 3.2B 3.8B 3.8B 4.0B 3.8B 4.1B 3.8B 3.8B 3.5B 3.3B 3.0B 3.1B 2.8B 3.0B 6.5B 6.7B 7.0B 7.4B 7.2B 7.9B 7.3B 7.8B 7.3B 7.3B 6.7B 6.7B 6.0B 6.2B 5.6B 5.7B App Store Google Play +22% 0% -14%
  • 58. Honor of Kings Continues to Lead Mobile Games in Asia Top Mobile Games by Asia Revenue on App Store and Google Play © 2023 Sensor Tower Inc. - All Rights Reserved | 58 Sports & Racing Mid-Core Game Class Casual Casino 1 Sony Mixi Honor of Kings Tencent Fate/Grand Order PUBG Mobile Tencent Monster Strike Fantasy Westward Journey NetEase Lineage M NCSOFT Puzzle & Dragons GungHo Perfect World Tencent Knives Out NetEase Dragon Ball Z Dokkan Battle Bandai Namco 2 3 4 5 6 7 8 9 10 2019 1 2 3 4 5 6 7 8 9 10 2020 +1 NEW 1 Honor of Kings Tencent PUBG Mobile Tencent Genshin Impact miHoYo Uma Musume Pretty Derby Cygames Fantasy Westward Journey NetEase Fate/Grand Order Sony Three Kingdoms Tactics Niantic Monster Strike Mixi Pro Baseball Spirits A Konami Lineage2M NCSOFT 2 3 4 5 6 7 8 9 10 2021 - - NEW NEW Honor of Kings Tencent PUBG Mobile Tencent Monster Strike Mixi Fate/Grand Order Sony Three Kingdoms Tactics Alibaba Lineage M NCSOFT Lineage2M NCSOFT Fantasy Westward Journey NetEase AFK Arena Lilith Games Knives Out NetEase NEW -3 3 4 5 6 7 8 9 10 2022 +1 -1 +2 1 2 Genshin Impact miHoYo Monster Strike Mixi Three Kingdoms Tactics Niantic Lineage W NCSOFT Fate/Grand Order Sony Fantasy Westward Journey NetEase Lineage M NCSOFT Honor of Kings Tencent PUBG Mobile Tencent Uma Musume Pretty Derby Cygames - - +1 - -3 - NEW -2 NEW - -2 +1 -5 - - NEW -2 -2 +2
  • 59. Mobile Game Adoption in Asia Grew in Q4 2022 Asia’s Quarterly Mobile Game Downloads, App Store and Google Play © 2023 Sensor Tower Inc. - All Rights Reserved | 59 Mobile game installs in Asia remained stable at above 5.5B each quarter following big gains beginning in Q1 2020. Downloads in 2022 are now 45 percent higher than 2019. The vast majority of game installs in Asia came from Google Play, driven largely by countries like India and Indonesia where Android phones are much more popular than iPhones. About 89 percent of downloads in Q4 2022 were from Google Play, up from 71 percent in Q1 2018. Note: Google Play is officially not available in China. Android users in this region typically use alternative app stores, such as Tencent MyApp, 360 Mobile Assistant, Xiaomi App Store, Huawei AppGallery. Note: Revenue figures are gross revenue (including the cut taken by Apple or Google). 0 1B 2B 3B 4B 5B 6B 7B Q 1 2 0 1 9 Q 2 2 0 1 9 Q 3 2 0 1 9 Q 4 2 0 1 9 Q 1 2 0 2 0 Q 2 2 0 2 0 Q 3 2 0 2 0 Q 4 2 0 2 0 Q 1 2 0 2 1 Q 2 2 0 2 1 Q 3 2 0 2 1 Q 4 2 0 2 1 Q 1 2 0 2 2 Q 2 2 0 2 2 Q 3 2 0 2 2 Q 4 2 0 2 2 5.2B 5.1B 5.5B 5.1B 4.9B 5.1B 5.4B 4.8B 4.9B 5.3B 5.4B 4.1B 3.5B 3.4B 3.4B 2.8B 635M 701M 634M 683M 598M 757M 679M 761M 618M 744M 903M 1.2B 746M 893M 790M 822M App Store Google Play +31% 0% +6%
  • 60. Ludo King Led All Mobile Games in Asia Top Mobile Games by Asia Downloads on App Store and Google Play © 2023 Sensor Tower Inc. - All Rights Reserved | 60 Sports & Racing Mid-Core Game Class Casual Casino 1 PUBG Mobile Tencent Garena Free Fire Garena Ludo King Gametion Subway Surfers Sybo Games Mobile Legends: Bang Bang Moonton Fun Race 3D Good Job Games My Talking Tom 2 Outfit7 Temple Run 2 Imangi Studios Carrom Pool Miniclip Candy Crush Saga King 2 3 4 5 6 7 8 9 10 2019 1 2 3 4 5 6 7 8 9 10 2020 NEW NEW 1 2 3 4 5 6 7 8 9 10 Ludo King Gametion Garena Free Fire Garena PUBG Mobile Tencent Subway Surfers Sybo Games Candy Crush Saga King Join Clash 3D Supersonic Studios Carrom Pool Miniclip Bridge Race Supersonic Studios Worms Zone.io Azur Interactive Subway Princess Runner Ivy 2021 NEW Ludo King Gametion Garena Free Fire Garena Among Us InnerSloth PUBG Mobile Tencent Hunter Assassin Ruby Game Studio Subway Surfers Sybo Games Brain Out Focus Apps Worms Zone.io Azur Interactive Gardenscapes Playrix Carrom Pool Miniclip NEW 3 4 5 6 7 8 9 10 2022 1 2 Subway Surfers Sybo Games PUBG Mobile Tencent Candy Crush Saga King Bubble Shooter Ivy Mobile Bridge Race Supersonic Studios Temple Run 2 Imangi Studios My Talking Tom 2 Outfit7 Ludo King Gametion Garena Free Fire Garena Carrom Pool Miniclip NEW +3 - -3 +1 NEW -1 NEW NEW NEW - -2 NEW +2 NEW +4 +2 - - NEW - -3 - - - +1
  • 61. India Leads in Download Growth in Asia Top Asian Markets by Mobile Game Downloads, App Store and Google Play © 2023 Sensor Tower Inc. - All Rights Reserved | 61 India is the largest mobile games market by downloads in the world. During the last quarter, India game downloads were up 13 percent year-over-year to more than 2.5B. This was more than triple the No. 2 market, Indonesia, which generated 8.4B during the quarter. Even though Philippines is a smaller market, it performed well, with stable growth over the past few years, rising by 133 percent from Q1 2019 to Q4 2022. If this trends continues into 2023, Philippines may surpass Vietnam as the third largest market by downloads in Asia. 0 500M 1.0B 1.5B 2.0B 2.5B 3.0B Q 1 2 0 1 9 Q 2 2 0 1 9 Q 3 2 0 1 9 Q 4 2 0 1 9 Q 1 2 0 2 0 Q 2 2 0 2 0 Q 3 2 0 2 0 Q 4 2 0 2 0 Q 1 2 0 2 1 Q 2 2 0 2 1 Q 3 2 0 2 1 Q 4 2 0 2 1 Q 1 2 0 2 2 Q 2 2 0 2 2 Q 3 2 0 2 2 Q 4 2 0 2 2 India +13% Y/Y Vietnam -1% Y/Y Indonesia +5% Y/Y China -3% Y/Y Philippines +1% Y/Y Philippines India Indonesia Vietnam China
  • 62. Conclusion © 2023 Sensor Tower Inc. - All Rights Reserved | 62
  • 63. © 2022 Sensor Tower Inc. - All Rights Reserved © 2022 Sensor Tower Inc. - All Rights Reserved | • Mobile gaming downloads and revenue have been affected by multiple factors in 2022, including ATT policies that impact cost per install, the economic recession affecting user acquisition budget and the overall post- covid cultural and macroeconomic recovery. • Although mobile game adoption has slowed since its peak in Q2 2020, it has remained well above pre-pandemic levels. Global downloads are currently stable at an average of 13.8B per quarter in the past two years. • China, with relatively stable revenue, has replaced Japan as the second largest mobile games market since Q2 2022. India remains the largest market for downloads, accumulating 17 percent of the worldwide total for the third consecutive year in 2022. • The RPG and Shooter genres saw the steepest decrease in revenue worldwide, falling 14 percent and 22 percent, respectively. • Action was the only genre to show positive growth in both revenue and downloads, up 9 percent in gross revenue and 13 percent in downloads year- over-year, fueled by Hybridcasual titles like Survivor!.io • Simulation surpassed Puzzle as the No.3 Genre by downloads, fueled by Roblox and a new trend in Simulators, Sandbox and Tycoon Hybridcasual games. • Hypercasual downloads saw an 18 percent year-over-year decline, while Hybridcasual grew by 13 percent. Key Takeaways: Overall © 2023 Sensor Tower Inc. - All Rights Reserved | 63
  • 64. © 2022 Sensor Tower Inc. - All Rights Reserved © 2022 Sensor Tower Inc. - All Rights Reserved | • All of the world’s top 10 revenue generating mobile games in 2022 support their titles through Live Ops content releases. On average, an Action game with Live Ops can generate 30 times more in revenue than a game without Live Ops. • The European Commission is investigating stricter policies around monetization practices like Loot Boxes, contributing to uncertainty around the long term viability of this monetization feature in the region. The stakes are high as 63 percent of all mobile game revenue in the EU is generated by games with Loot Boxes. • Crypto/NFT game downloads declined quickly in the second half of 2022, from 46M in H1’22, to 29M in H2’22. • Character Collection is the most prevalent meta feature among top titles, with 70 percent of top grossing titles including this feature, followed by Social Clans, with 60 percent. • Netflix entered as a new player in mobile games. Between November 2021 and December 2022, its titles generated more than 28M downloads globally across App Store and Google Play, led by Stranger Things: 1984, which received 4M downloads. • There’s a clear trend in game design of mobile developers utilizing the Hybridcasual product model over recently successful PC/Console game patterns. Key Takeaways: Overall © 2023 Sensor Tower Inc. - All Rights Reserved | 64
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  • 67. © 2022 Sensor Tower Inc. - All Rights Reserved © 2022 Sensor Tower Inc. - All Rights Reserved | © 2023 Sensor Tower Inc. - All Rights Reserved | 67 This report and all original content contained within are wholly owned by Sensor Tower, Inc. © 2022. Modification, republication, distribution, or other unauthorized usage violate this copyright, unless express permission has been granted. App icons, images, and other branding assets are property of their respective publishers and are used expressly for the purpose of editorial commentary. If you would like to republish any of the data contained in this report, please email info@sensortower.com for further information on how to do so. We’re always happy to work with news organizations to provide custom data, insights and commentary. Contact press@sensortower.com for help. Sensor Tower Terms of Use