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Portable Gaming Spotlight, 2Q13 August 2013
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1 Installed Base Trends 2 2Q13 Gamer Spending Deep Dive 3 Key Themes & Takeaways, 2Q13 2
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Worldwide Smartphone Installed Base Shares, 1Q13 & 2Q13 75%
+1.6 pts
+0.1 pts
-‐2.0 pts
+0.4 pts 1Q13
50%
2Q13 25%
0% Android • • • •
iOS
Symbian
All Others
Source: IDC, 2013
Android extended its lead by 1.6 share points BlackBerry & Windows-based devices comprised most of “All Others” The smartphone installed base grew to nearly 1.25B in 2Q13 The consumer tablet installed base topped 180MM in 2Q13
3
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Worldwide Gaming-‐OpBmized Handheld Packaged Game Shipments & Digital Full Game Sales Volume, 1Q13 & 2Q13* 12
Millions (Units)
10 1Q13
8 6
• Hardware platforms span all SKUs
4 2 0
2Q13
Nintendo 3DS
Sony PlayStaKon Nintendo DS/DSi Portable & Vita
* This slide now reports combined packaged game shipments & digitallypurchased copies of these same games (titles that only receive digital distribution are excluded).
Source: IDC, 2013
• Overall, card/disc shipments were roughly flat compared to 1Q13 • The gaming-optimized handheld installed base was ~200MM in 2Q13 • Digital sales advanced incrementally
4
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1 Installed Base Trends 2 2Q13 Gamer Spending Deep Dive 3 Key Themes & Takeaways, 2Q13 5
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Worldwide Share of iOS & Google Play Downloads & Consumer Spending AQributable To Games, 1Q13 & 2Q13 Games: Share of App Store Consumer Spending
Games: Share of App Store Downloads 100%
100%
75%
75%
50%
50%
25%
25%
0%
0%
• • • •
iOS App Store Google Play
1Q13 2Q13
iOS App Store Google Play
Source: App Annie, 2013
Games continued to lead app store growth in 2Q13 Games represented ~40% of downloads in both app stores Google Play spending was driven by games even more so than was iOS Includes all applicable smartphones & tablets, plus iPod touch
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Indexed Consumer Spending on Games
(iOS 1Q13 indexed to 100)
Worldwide Portable Game Consumer Spending, 1Q13 & 2Q13 150 1Q13 100
• Gaming-optimized handheld revenue includes packaged & digital
50 0
2Q13
• All ad revenue excluded iOS App Store
Google Play
Gaming-‐OpKmized Source: Handhelds App Annie & IDC, 2013
• Game spend on Google Play surpassed that of gaming-optimized handhelds in 2Q13 • Both iOS App Store and Google Play grew game sales from 1Q13 to 2Q13
7
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Portable Game Consumer Spending Shares by Region, 1Q13 & 2Q13 100%
North America
75%
+4.8 pts
50% 25% 0%
+2.4 pts
Western Europe Asia-‐Pacific
+1.4 pts Rest of World 1Q13
2Q13
iOS App Store Games
1Q13 2Q13 Google Play Games
1Q13 2Q13 Source: Gaming-‐OpKmized App Annie & IDC, 2013 Handhelds
• Asia-Pacific gained in share of consumer game spending on both Google Play and iOS App Store • Western Europe rebounded in the gaming-optimized handheld category
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Top 5 Grossing Portable Games Worldwide by PlaYorm, 2Q13 Rank
iOS App Store
Google Play
Gaming-‐OpBmized Handhelds
1
Clash of Clans Supercell, Finland
Puzzle & Dragons GungHo Online, Japan
Tomodachi Collection: Shin Seikatsu (New Life) N3DS; Nintendo, Japan
2
Puzzle & Dragons GungHo Online, Japan
Candy Crush Saga King, United Kingdom
Animal Crossing: New Leaf N3DS; Nintendo, Japan
3
Candy Crush Saga King, United Kingdom
4
Hay Day Supercell, Finland
Luigi's Mansion: Dark Moon N3DS; Nintendo, Japan Donkey Kong Country Returns 3D N3DS; Nintendo, Japan
5
The SimpsonsTM: Tapped Out Electronic Arts, United States
윈드러너 (Windrunner) for Kakao WeMade, South Korea 쿠키런 (Cookie Run) for Kakao Devsisters, South Korea 마구마구 (Fives) 2013 for Kakao CJ E&M, South Korea
•
= New entrant to Top 5 in 2Q13 (not in Top 5 for 1Q13)
New Super Mario Bros. 2 N3DS; Nintendo, Japan
Source: App Annie & IDC, 2013
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1 Installed Base Trends 2 2Q13 Gamer Spending Deep Dive 3 Key Themes & Takeaways, 2Q13 10
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Key Themes & Takeaways, 2Q13 • Google Play game spending surpassed that of gaming-‐opKmized handhelds in 2Q13 • Consumer spending on games for iOS App Store & Google Play combined rose to 4x that of gaming-‐opKmized handhelds • Games represented over 40% of app downloads and over 70% of app revenue in both the iOS App Store and Google Play • Google Play game revenue conKnued to come mostly from the Asia-‐ Pacific, especially Japan & South Korea • Gaming-‐opKmized handheld spending grew in Western Europe • Nintendo 3DS conKnued to lead in gaming-‐opKmized handheld so_ware spending
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