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Portable Gaming Spotlight, 2Q14 September 2014

Portable Gaming Spotlight, 2Q14 September 2014...Portable Gaming Spotlight, 2Q14 September 2014 . 2 1 2 3 Installed Base Snapshot 2Q14 Spending Patterns ... 2Q13 2Q14 • Gaming-optimized

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Page 1: Portable Gaming Spotlight, 2Q14 September 2014...Portable Gaming Spotlight, 2Q14 September 2014 . 2 1 2 3 Installed Base Snapshot 2Q14 Spending Patterns ... 2Q13 2Q14 • Gaming-optimized

Portable Gaming Spotlight, 2Q14 September 2014

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1 2 3

Installed Base Snapshot 2Q14 Spending Patterns Key Themes & Takeaways

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Worldwide  Consumer  Smartphone  &  Tablet  Installed  Base  Shares,  2Q13  &  2Q14

0%  

25%  

50%  

75%  

Android   iOS   All  Others  

2Q13  

2Q14  

+8.4  pts   -­‐6.4  pts  

Source:  IDC  

-­‐1.9  pts  

•  Android’s share of the combined consumer smartphone & tablet installed based (IB) hit 70%

•  This combined consumer IB topped 2.1 billion worldwide •  “All Others” is mostly Windows Phone, BlackBerry & Symbian devices

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4  

0  

2  

4  

6  

8  

10  

12  

Nintendo  3DS  &  2DS  

Sony  PlayStaJon  Vita  &  PSP  

Nintendo  DS  &  DSi  

Millions  (U

nits)  

   2Q13      2Q14   •  Hardware platforms

span all SKUs

* Represents combined packaged game shipments & digitally

purchased copies of these same games (excludes titles that

received digital distribution only).

Worldwide  Gaming-­‐OpGmized  Handheld  Game  Shipments:  Packaged  Goods  &  Digital  Full  Game  Downloads,  2Q13  &  2Q14*

•  The total installed base of these devices dipped under 200MM in 2Q14 •  Total packaged & digital full game software shipments/sales volumes in

2Q14 were 27% lower than in 2Q13

Source:  IDC  

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1 2 3

Installed Base Snapshot 2Q14 Spending Patterns Key Themes & Takeaways

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•  Games represented around 40% of downloads in both app stores •  The share of consumer spending on games in Google Play grew

incrementally from 2Q13 to 2Q14 & was effectively flat for iOS •  Results span applicable smartphones & tablets, plus iPod Touch

Worldwide  Share  of  iOS  &  Google  Play  Downloads  &  Consumer  Spending  ATributable  to  Games,  2Q13  &  2Q14

Games:  Share  of  App  Store  Downloads  

Games:  Share  of  App  Store  Consumer  Spending  

Source:  App  Annie  

0%  

25%  

50%  

75%  

100%  

iOS  App  Store   Google  Play  0%  

25%  

50%  

75%  

100%  

iOS  App  Store     Google  Play    

2Q13  

2Q14  

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Worldwide  Mobile  &  Portable  Game  Consumer  Spending,   2Q13  &  2Q14

0  

50  

100  

150  

200  

iOS  App  Store   Google  Play   Gaming-­‐OpJmized  Handhelds  

Inde

xed  Co

nsum

er  

Spen

ding  on  Gam

es  

 (iOS  2Q

13  In

dexed  to  100)  

2Q13   2Q14   •  Gaming-optimized

handheld revenue includes packaged & digital

•  All ad revenue excluded

Source:  App  Annie  &  IDC  

•  iOS app store game revenue grew over 70% from 2Q13 to 2Q14 & Google Play more than doubled total game revenue generated

•  Gaming-optimized handheld software revenue declined 28% over the same period

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0%  

25%  

50%  

75%  

100%  

2Q13   2Q14         2Q13        2Q14                   2Q13     2Q14    

North  America  

Western  Europe  

Asia-­‐Pacific  

Rest  of  World  

+2.8  pts  

+1.0  pts  

iOS  App  Store  Games  

Google  Play  Games  

Gaming-­‐OpJmized  Handhelds  

+8.6  pts  

Worldwide  Mobile  &  Portable  Game  Consumer  Spending  Shares  by  Region,  2Q13  &  2Q14

•  Asia-Pacific gained in share of game spending in the iOS App Store, while Western Europe outpaced the market on Google Play

•  On gaming-optimized handheld platforms, Western Europe (& Rest of World) showed incremental share gains

Source:  App  Annie  &  IDC  

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Rank   iOS  App  Store   Google  Play   Gaming-­‐OpGmized  Handhelds  

1 Clash of Clans Supercell, Finland

Puzzle & Dragons GungHo Online, Japan

Pokémon X/Y N3DS; Nintendo, Japan

2 Candy Crush Saga King, United Kingdom

Clash of Clans Supercell, Finland

Youkai Watch N3DS; Level-5, Japan

3 Puzzle & Dragons GungHo Online, Japan

Candy Crush Saga King, United Kingdom

Kirby: Triple Deluxe N3DS; Nintendo, Japan

4 Game of War – Fire Age Machine Zone, United States

モンスターストライク (Monster Strike)

Mixi, Japan

Animal Crossing: New Leaf N3DS; Nintendo, Japan

5 Hay Day Supercell, Finland

The World of Mystic Wiz COLOPL, Japan

Freedom Wars PSV; SCE Japan Studio,

Japan

•  = New entrant to top 5 in 2Q14 (not in top 5 for 1Q14)

Top  5  Grossing  Portable  Games  Worldwide  by  PlaYorm,  2Q14  

Source:  App  Annie  &  IDC  

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Installed Base Snapshot 2Q14 Spending Patterns Key Themes & Takeaways

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•  Consumer  spending  on  games  increased  notably  from  2Q13  to  2Q14;  iOS  App  Store  revenue  grew  over  70%  worldwide,  while  Google  Play  more  than  doubled  in  revenue  

•  iOS  game  revenue  held  up  parJcularly  well  in  the  United  States,  generaJng  ~2.4  Jmes  as  much  revenue  as  Google  Play  games  

•  Sony's  PlayStaJon  Vita  showed  signs  of  life  in  the  gaming-­‐opJmized  handheld  space;  a  Vita  Jtle  made  the  top  5  grossing  list  in  consecuJve  quarters  (Final  Fantasy  X/X2  HD  in  1Q14,  Freedom  Wars  in  2Q14)  

•  Seasonality  &  a  relaJve  lack  of  AAA-­‐quality  Jtle  releases  depressed  gaming-­‐opJmized  handheld  sales,  but  the  launch  pipeline  suggests  sales  will  rebound  sharply  in  the  laeer  half  of  this  year  

Key  Themes  &  Takeaways,  2Q14  

Report methodology and updates are available here!

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@lewisAWard @AppAnnie

[email protected] [email protected]