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Keynote: Gamesforum London 2018
The document discusses the transformative impact of the gaming industry on technology and media, highlighting trends such as the rise of esports and mobile gaming, as well as acquisitions reshaping the market. It emphasizes that gaming is now a major entertainment medium that empowers players and drives technological advancements. The document also outlines projections for the global gaming market, forecasting significant growth in various segments through 2020.
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Keynote: Gamesforum London 2018
- 1. CHANGING BUSINESSES FORGOOD THE NEW DIMENSIONS OF GAMING JANUARY 2018 TREND SESSION PETER WARMAN CEO & CO-FOUNDER
- 2. 2 “I'll be inLondon to attend #Gamesforum this week. Really looking forward to a number of interesting talks and speakers: The one and only Peter Warman from Newzoo will present his vision on what the future has in store (spoiler: bigger, better, bananas). - Ralph Urmel, Digital Communications Manager, Belgian Lottery
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- 4. LET’S GO BANANAS ANDTHINK BIG 1
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- 6. GAMES DRIVE CHANGE 6 WEARE AT THE NEXUS OF CHANGE OTHERS GAME COMPANIES INVOLVED IN THE REVOLUTION OF AUTOMOTIVE. ASIAN TECH FIRMS REGAIN CONFIDENCE TO CONQUER THE WEST AND INVEST HEAVILY IN SILICON VALLEY.
- 7. GAMES DRIVE CHANGE 7 WEARE THE NEXUS OF CHANGE “THE FIRST ESPORTS AND GAMING RECRUITMENT AND MANAGEMENT PLATFORM THAT USES BLOCKCHAIN & SMART CONTRACTS TO UNLOCK A MULTI-BILLION DOLLAR ECONOMY BASED ON DREAMTEAM TOKENS” OTHERS
- 8. GAMES DRIVE CHANGE 8 WEARE THE NEXUS OF CHANGE OTHER BRANDS MACHINEZONE BRINGS THE UNIQUE ANALYTICS CAPABILITIES BEHIND WORLD’S MOST SUCCESFUL MOBILE GAMES TO OTHER INDUSTRUES
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- 10. GAMES DRIVE CHANGEIN MEDIA & TECH IMPACTING ALL INDUSTRIES
- 11. THE NEW DIMENSIONS THESLIGHTLY LESS BIGGER PICTURE 2
- 12. THE GAMING EXPERIENCEEVOLVED INTO THE MOST EMPOWERING FORM OF ENTERTAINMENT Razer announces IPO and the launch of their smartphone Intel sponsors the Olympics and announces esports at Tokyo 2020 Esports team Fnatic offers branded peripherals and opens physical store THE EVOLUTION AND CONVERGENCE OF GAMING FROM A CONSUMER PERSPECTIVE TOOLS COMMUNITIES “creating” “sharing” GAME ESPORTS “playing” VIDEO STREAMING “viewing” HARDWARE “owning” GEAR © Copyright Newzoo 2017 Source: Newzoo Global Games, Esports, & Mobile Market Reports www.newzoo.com/solutions
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- 14. THE GAMES INDUSTRYEVOLVED TRADITIONAL TERMINOLOGY NO LONGER APPLIES | WAVE OF M&A JUST STARTED Through its investment in Bamtech, Disney owns streaming rights to sports and League of Legends THE EVOLUTION AND CONVERGENCE OF GAMING FROM AN INDUSTRY PERSPECTIVE © Copyright Newzoo 2017 Source: Newzoo Global Games, Esports, & Mobile Market Reports www.newzoo.com/solutions Swedish broadcaster owns the world’s biggest esports organizers as well as game companies The envisaged acquisition of Time Warner makes AT&T a main player in game and esports content CONVERGENCE “world’s #1 pastime”“community entertainment” GAMER “playing” DEVELOPER “making” “games as a service” PUBLISHER “selling” GAME OPERATOR ENTERTAINMENT COMPANY GAME ENTHUSIAST SPORTSMEDIAMOBILE
- 15. A NEW WAVEOF IPO’S AND ACQUISITIONS 15 CENTERED AROUND GAMES AND THEIR IMPACT ON TECH & MEDIA © copyright Newzoo http://www.hkexnews.hk/APP/SEHK/2017/2017062803/Documents/SEHK201706290041.pdf SUPPORTED BY SUPPORTED BY https://www.sec.gov/Archives/edgar/data/1703399/000119312517291352/d363501df1.htm
- 16. PUSHING THE BOUNDARIESOF TECH GAMES DEMAND THE MOST 3
- 17. IMMERSIVE AND COMPETITIVECONVERGE CREATING A NEW GENRE ON ITS PATH #1viewed game on Twitch in August with 74M hours. First time in 34 months that LoL is not on top. >$1BN revenues.
- 18. A “NEW” GENREIS BORN 18 % OF CORE PC PLAYERS THAT PLAYS BATTLE ROYALE GAMES | 36 COUNTRY AGGREGATE 0% 5% 10% 15% 20% 25% January February March April May June July August September October November ARK: Survival Evolved DayZ Fortnite H1Z1: King of the Kill PLAYERUNKNOWN'S BATTLEGROUNDS Battle Royal While 15% of core PC Gamers play PUBG, other older titles in the genre have seen limited growth. Coming from their success on console, Fortnite saw an immediate uptake, boosting the popularity of the overall genre. Battle royale genre is represented by the five biggest battle royale games: PUBG, Fortnite, H1Z1: King of the Kill, Ark: Survival Evolved, and Dayz. Souce: Newzoo PC Game Tracker IN COOPERATION WITH TOTAL PLAYERS OF THE BATTLE ROYALE GENRE
- 19. >10% OF PLAYERSPLAY PUBG BELOW MIN SPECS 19 SHARE OF DESKTOP PUBG PLAYERS* | UNDER VS. ABOVE MINIMUM SPECS | OCTOBER 2017 | US VS. RU © copyright Newzoo 2017 PLAYERS* ON DESKTOP PC 22% 10% 48% 44% 30% 46% NON-PLAYERS* ON DESKTOP PC 44% 23% 39% 44% 16% 34% © copyright Newzoo 2017 | Newzoo PC Gaming Hardware Tracker newzoo.com/pc-gaming-hardware-tracker TOP 5 COUNTRIES BY SHARE OF PUBG PLAYERS, PLAYING BELOW MINIMUM SPECS 22.6% RUSSIA 22.3% BRAZIL 21.7% MEXICO 19.9% CZECH REPUBLIC 16.4% SPAIN RUSSIA U.S. MININMUM NVIDIA GPU SPECS GEFORCE GTX 660 2GB RECOMMENDED NVIDIA GPU SPECS GEFORCE GTX 1060 6GB < Minimum Specs > Recommended SpecsMinimum > Recommended Specs *Gamers tracked: >12 million PC gamers that use Overwolf software
- 20. 4% 6% 8% 10% 12% 14% 16% July August SeptemberOctober 4% 6% 8% 10% 12% 14% 16% July August September October -6.3% +15.7% +4.8% -7.1% +14.0% -11.9% +18.1% +2.7% -10.9% +10.7% ALL GAMERS* ON DESKTOP PC JUL-OCT GROWTH RATES GAMERS UPGRADE THEIR TECH AS PUBG COMBINES IMMERSIVE AND COMPETITIVE MARKET SHARE MARKET SHARE JUL-OCT GROWTH RATES 0% 0% PUBG GAMERS* ON DESKTOP PC * Gamers: >12 million PC gamers that use Overwolf software GTX 970 GTX 960 GTX 1070 GTX 1060 GTX 1080 GTX 970 GTX 960 GTX 1070 GTX 1060 GTX 1080 © copyright Newzoo 2017 | Newzoo PC Gaming Hardware Tracker newzoo.com/pc-gaming-hardware-tracker
- 21. MOBILE TECH SPECSDRIVEN BY GAMING 21 RAZER LAUNCHES ITS FIRST SMARTPHONE
- 22. SEGMENTING THE SMARTPHONEMARKET 22 ALL LARGE (>=5.7’’) DEVICES SCREEN SIZE 5.7”+ 560M DEVICES © copyright Newzoo 2017 | Newzoo Smartphone & Tablet Tracker
- 23. SEGMENTING THE SMARTPHONEMARKET 23 ALL LARGE (>=5.7’’) DEVICES WITH AT LEAST 6GB OF RAM RAM 6GB+ 13.4M DEVICES © copyright Newzoo 2017 | Newzoo Smartphone & Tablet Tracker
- 24. SEGMENTING THE SMARTPHONEMARKET 24 ALL LARGE (>=5.7’’) DEVICES WITH AT LEAST 6GB OF RAM & OCTA CORE CPU CORES 8+ 12.6M DEVICES © copyright Newzoo 2017 | Newzoo Smartphone & Tablet Tracker
- 25. +114M +99M +42M +36M +33M +15M +12M -2M-4M -19M -47M YOY GROWTH OF SMARTPHONE USE BY BRAND 25 ABSOLUTE NUMBERS OF ACTIVELY USED SMARTPHONES YEAR ON YEAR | OCT. 2016 VS. OCT. 2017 | GLOBAL KEY FACT Brands saw an increase of +277M active smartphones globally Other +288M +277M Total All Brands Major Chinese Brands* © copyright Newzoo 2017 | Newzoo Smartphone & Tablet Tracker 59% OF GROWTH OF CHINESE BRANDS IS OUTSIDE OF CHINA
- 26. PUSHING THE BOUNDARIESOF MEDIA GAMES BECOME ALLROUND ENTERTAINMENT 4
- 28. GAMES DRIVEN BYVIEWER EXPERIENCE 28 INTEGRATING MEDIA AND GAME FORMATS © copyright Newzoo
- 29. COUNTER-STRIKE: GLOBAL OFFENSIVE THEMAINSTREAM TV TITLE COUNTER-STRIKE: GLOBAL OFFENSIVE PLATFORMS: PC LAUNCH DATE: AUGUST 2012 PUBLISHER: VALVE HQ: BELLEVUE, USA CS:GO is one of the most popular esports titles in the world, consistently ranking in top three game on Twitch by hours watched. It attracts an older audience than other titles and is easy to follow as a viewer. The U.S. has seen very heavy investments in CS:GO, such as the prestigious ELEAGUE run by Turner Broadcasting on TV. Of the five esports titles, CS:GO has the highest “only viewing” share. #5 Franchise on Twitch by total Viewing Hours In May 9.6% of Game Enthusiasts REACH* PC GAME RANK** #4 in Europe and U.S. in May TWITCH RANK #3 esports hours in May Source: © Copyright Newzoo 2017 | Esports Consumer Insights **Based on Newzoo’s Most Watcehd Core PC Game Ranking | May 2017 PLAYERS VIEWERS COUNTRY SCOPE US, CA, UK, DE, FR, IT, ES, SE, NL, BE *among consumers aged 10-65 who have played a game on mobile, console, or PC, and/or watched esports content in the past three months. 47% ONLY PLAYING 23% PLAYING & VIEWING 30% ONLY VIEWING
- 30. THE CS:GO ESPORTSVIEWER DEMOGRAPHICS, MEDIA BEHAVIOR, AND BRAND PREFERENCE 42%of CS:GO esports viewers mainly use Apple vs. 35% of gamers 85%of CS:GO esports viewers have a positive attitude about Coca Cola vs. 74% of gamers 35%of CS:GO esports viewers also watch Overwatch esports content 81% of CS:GO esports viewers use Instagram vs. 54% of all gamers 40% of CS:GO esports viewers have a Apple Music subscription vs. 17% of all gamers 20% 37% 17% 7% 13% 5% M10-20 M21-35 M36-50 M51-65 F10-20 F21-35 F36-50 F51-65 MEDIA PREFERENCES VIEWERS AGE/GENDER BRAND PREFERENCE OVERLAP IN ESPORTS VIEWING Source: © Copyright Newzoo 2017 | Esports Consumer Insights | Online Population Age 10-65 | April 2017 COUNTRY SCOPE US 1% 50% Millennials
- 31. MONETIZATION STRATEGIES WILLCHANGE FROM PLAYER TO COMMUNITY MONETIZATION DIRECT SPENDING BOX / DIGITAL GAME SALES - SUBSCRIPTION - IN-GAME MONETIZATION – OPTIMIZE DIRECT SPENDING - IN STREAM TARGETED OFFERS - RE-ENGAGEMENT OFFERS - CROSS PLATFORM ANALYTICS INDIRECT REVENUES - ADVERTISING - BRAND PARTNERSHIPS - MEDIA RIGHTS DIRECT SPENDING - MERCH & TICKETS - DONATIONS - VIEWER OPTIONS PLAYERS VIEWERS
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- 33. GLOBAL CONSUMER BRANDSGO IN BIG 33 AND IT ARE NOT ALWAYS THE OBVIOUS ONES…
- 34. CHANGES LEAD TONEW GROWTH THE GLOBAL GAMES MARKET 5
- 35. 29% 34% 36% 39%41% 10% 10% 10% 10% 10% 31% 29% 27% 26% 26% 5% 4% 4% 3% 3% 25% 23% 22% 22% 21% $104,8Bn $116,0Bn $125,4Bn $134,5Bn $143,5Bn 2016 2017 2018 2019 2020 2016-2020 GLOBAL GAMES MARKET FORECAST PER SEGMENT TOWARD 2020 TabletConsoleBrowser PCBoxed/Downloaded PC Smartphone MOBILE $40.9 Bn TOTAL MARKET +8.2% CAGR 2016-2020 MOBILE $50.4 Bn MOBILE $57.9 Bn MOBILE $65.2 Bn MOBILE $72.3 Bn ©2017 Newzoo Source: ©Newzoo | Q4 2017 Update | Global Games Market Report newzoo.com/globalgamesreport 2016-2020 CAGR
- 36. 50% 23% 4% 23% 2017 GLOBAL GAMESMARKET PER REGION WITH YEAR-ON-YEAR GROWTH RATES In 2017, 50% of all consumer spend on games will come from the APAC region ASIA-PACIFIC EUROPE, MIDDLE-EAST & AFRICA $57.8Bn +14.6% YoY $26.4Bn +8.2% YoY NORTH AMERICA LATIN AMERICA $27.4Bn +5.1% YoY $4.4Bn +13.4% YoY US TOTAL $25.4Bn CHINA TOTAL $32.5Bn Source: ©Newzoo | Q4 2017 Update | Global Games Market Report newzoo.com/globalgamesreport 2017 TOTAL $116.0Bn +10.7% YoY ©2017 Newzoo
- 37. 17% 33% 50% 0,0Bn 2,0Bn 4,0Bn 6,0Bn 8,0Bn 10,0Bn 12,0Bn 14,0Bn 16,0Bn 2013 2014 20152016 2017 2018 2019 2020 THE CONSOLE COMEBACK REVENUE PROJECTIONS 2013-2020 IN NORTH AMERICA PC REVENUES CONSOLE REVENUES MOBILE REVENUES Source: @ Copyright Newzoo 2017 | Global Games Market Report Premium 2020 REVENUES PER SEGMENT SHARE AND IN $Bn 2020 PC MOBILE $28.9Bn TOTAL GAME REVENUES $9.6Bn $4.9Bn CONSOLE $14.4Bn COUNTRY SCOPE
- 38. THE CONSOLE COMEBACK MOVINGFROM A FRAGMENTED PLAYER BASE TO A COMPETITIVE COMMUNITY ENGAGED COMMUNITYIN-GAME MONETIZATION (BI-) YEARLY RELEASES SINGLE VERSION REVENUES GAME LIFECYCLE COMPETITIVE COMMUNITY BOXED / DIGITAL GAME SALES FRAGMENTED PLAYER BASE ROCKET LEAGUE TO SWITCH SUCCESFUL F2P ON CONSOLE FIFA UT HITS $800M IN-GAME vs vs vs
- 39. MOBILE GAMING POWERINGON LEAD BY THE ASIAN MARKET AND INDUSTRY 6
- 40. 17% 25% 34% 46% 54% 58% 60% 62% 83% 75% 66% 54% 46% 42% 40% 38% $13,8Bn $18,1Bn $21,8Bn $27,1Bn $32,5Bn $36,3Bn $39,5Bn $42,0Bn 2013-2020 CHINESE GAMESMARKET REVENUES PER SEGMENT 2013-2020 2015 2016 2017 2018 201920142013 MOBILE $2.3 Bn MOBILE $4.5 Bn MOBILE $7.4 Bn MOBILE $12.4 Bn MOBILE $17.6 Bn MOBILE $20.8 Bn MOBILE $23.7 Bn TOTAL MARKET +17.2% CAGR 2013-2020 ©2017 Newzoo 2020 MOBILE $25.9 Bn OtherMobile Source: ©Newzoo | Q4 2017 Update | Global Games Market Report newzoo.com/globalgamesreport
- 41. HOW WILL THEMOBILE MOBA GENRE EVOLVE? WILL MOBILE ESPORTS ACTIVITIES FOLLOW?
- 42. HOW WILL THEMOBILE SHOOTER GENRE EVOLVE? FOLLOWING THE SUCCESS OF PUBG
- 43. HOW WILL MOBILEESPORTS EVOLVE? WILL THE WEST EMBRACE IT AS THE EAST HAS DONE?
- 44. MOBILE ESPORTS MIGHTTAKE A DIFFERENT PATH 44 MOBILE COMPETITIVE TITLES SURGE BUT ESPORTS ECOSYSTEM COULD PROVE DIFFERENT Analysis of Mobile Esports Opportunity MOBILE GAMES CAN BE EQUALLY COMPETITIVE MOMENTS TO SHARE DETERMINE CONTENT CREATION WHAT THESE MOMENTS ARE DETERMINE IF IT IS ESPORTS DO THE MOMENTS HAVE TO DO WITH SKILL? OR FUN OR VISUAL? ESPORTS REQUIRE SKILL-BASED MOMENTS. TRADITIONAL ESPORTS IS VIEWED MOST ON MOBILE WHERE THERE IS NO OPTION TO PLAY. ON MOBILE FANS CAN CHOOSE TO PLAY PERFORMANCE ON TWITCH IS A CLEAR INDICATION OF ESPORTS POTENTIAL. MOBILE SCORES LOW. FACILTATING & STIMULATING THE CREATION OF LEAGUES AND COMPETITION BETWEEN FRIENDS IS KEY TO BOTH MOBILE AND PC COMPETITIVE GAMES. THERE ARE NO VIEWER-ONLY ENTHUSIASTS ON MOBILE CONSUMERS AND SMALL ORGANIZATIONS SET UP EVENTS AT PHYSICAL LOCATIONS. FUN COMMUNITY COMPETITIONS. FOR MOBILE THIS CAN BE EVERYWHERE. PC NOT IN ASIA YES, IN THE WEST NOT SO MUCH. IN ASIA ESPORST AROUND MOBILE GAMES ARE MORE SIMILAR TO PC. ESPECIALLY IN SEA. SINGLE PLAYER NOT ENOUGH FOR ESPORTS ENTERTAINMENT F2P BUSINESS MODEL DOMINANT ON BOTH MOBILE AS PC. MASS AUDIENCE REQUIRED FOR COMPETITIVE MATCHING IS THERE ON MOBILE. Case: Arena of Valor Already an esports success in China Tencet pushing localized versions in the West and SEA
- 45. MOBILE ESPORTS INTHE WEST 45 COMING YOUR WAY IN 2018 © copyright Newzoo
- 46. MOBILE ESPORTS INTHE EAST 46 ALREADY HUGE IN 2017 25M DAU
- 47. THE LONG TAILOF MOBILE GAMING 47 TOP 10 COMPANY MOBILE GAME REVENUES VERSUS THE REST 2015 2016 2017 52% 51% 56%TOP 10 TOP 10 TOP 10 $16.4Bn $20.8Bn $28.2Bn COMPANIES WITH NET CONSUMER REVENUES OF $1M+/YR >>800 >>900 >>1,000 IN COOPERATION WITH
- 48. HOW TO SURVIVEIN MOBILE GAMING? 48 OUTSMARTING COMPETITION USING NEW COMBINATIONS OF METRICS IN COOPERATION WITH © copyright Newzoo 2017 | Newzoo Mobile Metrics Tracker
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- 51. GAMING IS ALL ABOUT EMPOWERINGPEOPLE PETER WARMAN CEO & CO-FOUNDER [email protected]