Tim Merel's Blog
Tim Merel is Founder/CEO of Eyetouch Reality and Digi-Capital
Digi-Capital’s new Augmented/Virtual Reality Report and deals database recorded VCs and corporate investors pouring $2.3 billion into VR/AR startups last year, or over 3 times the $700+ million invested in 2015. So who raised all that cash?
Digi-Capital’s Games Report 2017 recorded $30.3B games deals in 2016 ($28.4B M&A, $1.9B investment). Mobile games growth to over $80B revenue as part of a $170B games market by 2021 (up from $117B total forecast for 2017) drove major consolidation deals.
Digi-Capital’s new 200+ page Games Report Q3 2016 found that games investments, M&As and stock markets delivered massive turnaround since last year - $1.6B investment and $25.7B M&A in 2016 so far, with the games stock market up 17% in the last 12 months
“Stop calling Pokémon Go AR” say the purists. But who cares what you call something that is so successful? Just be glad it happened, and let’s figure out what the mainstreaming of AR means for the AR/VR industry.
Games industry M&A across all sectors hast hit another record, topping $25 billion between January and July 2016. The latest $4.4 billion acquisition of Playtika by a Chinese consortium led by Giant is yet another sign of late stage market consolidation.
Games M&A hit a record $18.6 billion in the first half of the year, in a clear sign of late stage market consolidation. Mobile deals with Supercell, King, CMGE, Gameloft and take private/share buybacks led the charge, with more consolidation possible.
Tim Merel's Comments
[Blog - 08/18/2016 - 04:20]
@Brian Tsukerman Thanks for your ...
@Brian Tsukerman Thanks for your comment. As the hundreds of millions soon billions of dollars of revenue have made Pokemon Go 1 in the top grossing charts, the hundreds of millions of players who have taken it there seem to like it. With the greatest of respect, that success might ...
[Blog - 03/01/2016 - 03:36]
Thanks for the kind references, ...
Thanks for the kind references, but you are using old, out-of-date forecasts. So your quotes and charts from us and any copies of them are all out of date and do not reflect our current thinking. You can see our current forecasts at http://www.digi-capital.com/news/2016/01/augmentedvirtual-reality-revenue-forecast-revised-to-hit-120-billion-by-2020/ r n r nOur investment analysis ...
[Blog - 01/14/2016 - 07:44]
@Tadhg Kelly It 's all ...
@Tadhg Kelly It 's all about installed bases, use cases and unit economics. If you don 't think there will be a combined installed base for AR and VR everything from Cardboard up to Magic Leap in the low single digit hundreds of millions in 5 years time, then the ...
[Blog - 11/04/2015 - 08:58]
@Krzysztof Lewicki Thank you for ...
@Krzysztof Lewicki Thank you for your comment. Maybe you 're right theoretically, but we couldn 't see the pixels : r n r nYou can also see discussion about that sort of thing here http://www.theverge.com/2015/6/17/8794907/oculus-rift-touch-virtual-reality-hands-on-e3-2015
[Blog - 10/19/2015 - 05:58]
@Ramin Shokrizade Thank you for ...
@Ramin Shokrizade Thank you for your question. r n r nYou can see the fundamentals driving what is happening here: r n r nhttp://www.digi-capital.com/news/2015/05/games-leaders-to-dominate-45-billion-mobile-games-revenue-forecast-by-2018/ .ViaOlX6rQgt r n r nand here: r n r nhttp://www.digi-capital.com/news/2015/05/games-leaders-to-dominate-45-billion-mobile-games-revenue-forecast-by-2018/ .ViaOlX6rQgt r n r nHope that helps
[Blog - 06/26/2015 - 08:17]
@Jesse Schell It 's rare ...
@Jesse Schell It 's rare to see such a clearly thought through approach to the practical realities of VR design. This should be required reading for all VR designers, from novice to expert. Great