Worldwide digital games market: February 2017

The worldwide digital games market grew slightly, 4%, year-over-year in February to $7.83 Billion. The growth can be attributed to a 9% and 8% year-over-year growth in the mobile and console segments, respectively, balanced by shrinking pay-to-play, free-to-play, and social segments this month.

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SuperData Top 10 Digital Games Feburary 2017 sm

  • Ubisoft’s new IP, For Honor, sold more than 700K units, despite being released in a historically slow post-holiday month.
  • Battlefield 1 sold more digital units than Call of Duty: Infinite Warfare and Titanfall 2 combined, across all platforms.
  • Hearthstone total digital revenue plummets to a new low on mobile due to increased competition and unpopular gameplay updates.

U.S. digital revenue sees strong growth despite mobile slowdown. U.S. digital revenue grew 6.4% year-over-year in February across console, PC, and mobile games. Console digital revenue grew an impressive 18% year-over-year due in part to an increase in the average selling price of digital units. As indicated yet again by GameStop’s (GME) recent earnings, the shift to digital and the longer time players are staying with existing titles thanks to DLC releases is having a massive impact on the retailer’s ability to stay relevant when it comes to games. Mobile revenue grew slightly, down from a double-digit year-over-year growth rate we saw in January.

Hearthstone hits a new low on mobile. Hearthstone marked its lowest point since releasing on both Android and iOS smartphones. Revenue is down significantly year-over-year and month-over-month. Recent gameplay decisions have been unpopular with the Hearthstone community, and the result has been a sharp decrease in conversion on mobile. Desktop revenue is also down, but to a lesser extent, perhaps due to the more “hardcore” demographic on PC.

FIFA 17 is keeping engagement at franchise highs. FIFA 17 digital revenue of grew double-digits in February, when comparing the same month last year for FIFA 16.  Ultimate Team console revenue also had another month of double digit growth due to a 15% year-over-year rise in monthly active users and an uptick in both conversion and ARPPU.

Battlefield 1 leads FPS peers again. Battlefield 1 sold more digital units across console and PC in February than Call of Duty: Infinite Warfare and Titanfall 2 combined. However, Infinite Warfare generated the most Additional Content revenue on the back of its first DLC release.

For Honor is off to a good start.  Ubisoft’s For Honor, which had a worldwide launch on February 14, sold through more than 700,000 digital units across console and PC. This propelled it to #7 on our top 10 console rankings.