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Tim Merel's Blog   Expert Blogs


Tim Merel is Founder/CEO of Eyetouch Reality and Digi-Capital


Expert Blogs

Posted by Tim Merel on Wed, 06 Jul 2016 09:52:00 EDT in Business/Marketing, Console/PC, Indie, Social/Online, Smartphone/Tablet, VR
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.

Posted by Tim Merel on Thu, 21 Apr 2016 02:02:00 EDT in Business/Marketing, Console/PC, Indie, Social/Online, Smartphone/Tablet, VR
Last year was the worst games deals ice age in a decade, but the topline numbers in Digi-Capital’s Games Report for Q1 2016 make it look like there has been a thaw. However, the buoyant waters of the first quarter hide rocks beneath the surface.

Games investments, M&As and IPOs deal value dropped 81% in 2015 vs 2014. Games investment value fell 30%, games M&A deal value dropped 75% (excluding Activision-Blizzard/King which hasn’t closed yet), with games IPOs at the lowest level in a decade.

Posted by Tim Merel on Mon, 25 Jan 2016 02:01:00 EST in Business/Marketing, Console/PC, Indie, Social/Online, Smartphone/Tablet, VR
Digi-Capital's new Games Report 2016 forecasts games growing from $90B in 2016 to $115B by 2020, mobile games going from $35B in 2016 to $48B by 2020, with VR (and AR) games rising from hundreds of millions in 2016 towards the $10B range by 2020.

Posted by Tim Merel on Tue, 19 Jan 2016 02:11:00 EST in Business/Marketing, VR
Digi-Capital’s new Augmented/Virtual Reality Report 2016 and AR/VR deals database captured $686 million of investments in augmented and virtual reality in 2015.

Posted by Tim Merel on Thu, 14 Jan 2016 07:44:00 EST in Business/Marketing, VR
Virtual reality could be big soon. Augmented reality could be bigger, but might take longer to get there. How big and how soon? Let’s look at what we learned in the last year and how that changes the mix and timing of AR/VR forecasts.

Tim Merel's Comments

Comment In: [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Thanks for the kind references, but you are using old, out-of-date forecasts. So your quotes and charts from us and any copies of them are all out of date and do not reflect our current thinking.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 r n r nOur investment analysis ...

Comment In: [Blog - 01/14/2016 - 07:44]

For VR: r n r ...

For VR: r n r nWould love to know the data sources for your statistics on smartphone peripheral adoption, as your 3 to 5 estimate produces a bigger market than we 're forecasting. Would also love to know your methodology for mapping falling mobile peripheral prices to mobile device adoption, ...

Comment In: [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

Comment In: [Blog - 10/19/2015 - 05:58]

@Ramin Shokrizade The last letter ...

@Ramin Shokrizade The last letter of the second link keeps getting changed by the system here, so please go to the third page of our blog from here The second post is about 2/3 of the way down on the third page. r n r nAnd on games stocks, ...

Comment In: [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

Comment In: [Blog - 04/06/2015 - 07:37]

@Ian Fisch Using the smartphone ...

@Ian Fisch Using the smartphone market as an analogy, it took Steve Jobs introducing the iPhone to create the market we see today. He showed the way with a beautiful user experience which children and adults could use without an instruction manual, and with an ecosystem which developers could see ...