Digital game sales are up 5% YoY in April, totaling $6.2B. Digital console again sees the fastest growth of any segment for both revenue (+23% YoY) and audience (+15% YoY). Mobile, MMO and PC also show YoY growth in revenue and monthly active users as digital full game downloads and free-to-play games take market share from physical games. Casual gamers continue to shift to from social desktop to mobile devices, causing Social Gaming revenue to continue its decline (-10% YoY).
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Supercell keeps printing money with both its Clash games earning over $100M a month. Following a spectacular release month, earnings for Clash Royale show first signs of normalization as revenues more closely resemble those for the firm’s other title Clash of Clans. Both grossed a little over $100 million last month, with combined earnings still higher than before the new game’s release. So far Supercell’s new title has managed to add to the company’s bottom line rather than cannibalize the success of its existing titles. In the past few months, Clash of Clans did experience a decline in revenues from over $5 million a day to just under $4 million, suggesting that the release of its new title was well-timed. Earlier this week the Wall Street Journal reported that Tencent (HKG: 0700) is considering a possible acquisition of Supercell.
Dark Souls III beats expectations in PC DLC segment, taking first place in April grossing ranks. Bandai Namco’s newest title earned an estimated $45 million in the first month of its release, outperforming console revenue by nearly $18 million. This is the first Dark Souls title to perform better on PC than console, demonstrating that both Bandai Namco and From Software put the lessons learned from Dark Souls I and II to good use. This time around, a PC-optimized version was prepared in advance for the game’s dual-platform release, providing PC users with improved controls and graphics from the get-go. The title’s PC success makes up for its failure to earn a top-ten grossing rank on Digital Console.
Entry of broadcasting networks and non-endemic brands raise eSports market to $892M. Following a frenzied period of speculation during which several alleged partnerships were rumored and then denied, several mainstream media firms have officially entered competitive gaming. The debut of ELeague, a partnership between Turner Broadcasting and talent agency WME/IMG, is one among several efforts by traditional broadcasters to claim a piece of the growing ad spend on eSports. Hoping to connect with a hard-to-reach demographic of young adult males, advertisers have warmed up to competitive gaming recently, and the global audience is on track to grow to 214 million by the end of this year. This follows several statements during recent investor calls by the big publishers, including Electronic Arts (NASDAQ: EA) and Activision Blizzard (NASDAQ: ATVI), that indicate the growing relevance of competitive gaming to their business model. Activision Blizzard also released Overwatch this week, a multi-player shooter title deliberately designed for competitive gaming. During the first 48 hours of its release, Overwatch totaled 5.4 million viewed hours on Twitch, thanks in part to a pervasive marketing campaign on the platform. It outperformed recent hit game Fallout 4, which saw 4.2 million viewed hours during the first two days of its launch. For more detail on the current eSports market, please visit our most recent eSports Market Update.
Top Grossing Mobile Games by Revenue, April 2016
|3||Clash of Clans||Supercell|
|4||Game of War: Fire Age||Machine Zone|
|5||Puzzle & Dragons||GungHo|
Top Grossing PC DLC Games by Revenue, April 2016
|1||Dark Souls III||Bandai Namco|
|2||Counter-Strike: Global Offensive||Valve|
|3||Starcraft II||Activision Blizzard|
Top Grossing Free-to-play MMO Games by Revenue, April 2016
|1||League of Legends||Tencent|
|3||Dungeon Fighter Online||Nexon|
|4||World of Tanks||Wargaming|
Top Grossing Pay-to-play MMO Games by Revenue, April 2016
|1||World of Warcraft||Activision Blizzard|
|3||Star Wars: The Old Republic||Electronic Arts|
|4||Tera Online||En Masse|
|5||Blade & Soul||NCSoft|
Top Grossing Social Games by Revenue, April 2016
|3||Candy Crush Saga||Activision Blizzard|
|5||Jackpot Party Casino —SlotsS||Slotomania|
Top Grossing Console Games by Revenue, April 2016
|1||Call of Duty: Black Ops III||Activision|
|2||FIFA 16||Electronic Arts|
|3||Tom Clancy’s The Division||Ubisoft|
|4||Grand Theft Auto V||Take Two|
|5||Dark Souls III||Bandai Namco|