Louise Shorthouse's Expert Blogs
Despite a seasonal quarter-over-quarter decline in 1Q20 for Niantic's Pokémon GO, the game has been largely untouched by the COVID-19-induced lockdown. Measures taken to enable at-home play will likely offset any decrease in engagement through 2Q20.
After seven years on app stores, Ndemic Creations' Plague Inc. is now seeing peak downloads and net revenue. Games content which targets real-world events can boost engagement in live-service titles.
The potential of cloud as the next competitive dynamic of the games sector has triggered an increase in the number of cloud-related acquisitions and funding rounds. Companies want to be as well-equipped as possible to compete in this emerging field.
2019 saw the major Chinese companies truly establish themselves as competitors in the global market. According to Priori Data, Tencent saw international mobile games market growth of 278% in 2019, out-performing domestic rival NetEase.
In December 2019, Epic submitted Fortnite to be listed on the Play Store, on the condition that it could use its own payment platform and be exempt from Google’s 30 percent fee. Its submission was rejected by Google. What does this move suggest?
Following its strongest quarter in Q2, the mobile battle royale segment outside of mainland China is showing signs of weariness.
NetEase has found success in Japan with a handful of carefully tailored, stand-out mobile titles, but Chinese competitor Tencent is instead focusing its efforts on emerging territories.
In catering to the needs of those who don’t have the budget or hardware capacity to play the non-lite versions of PUBG, Tencent and PUBG Corp. are laying the foundations for a strong audience rapport moving forward.
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