Tim Merel's Expert Blogs
Games software/hardware combined could drive >$150B for the first time in 2017, with software taking around 3/4 and hardware around 1/4 (Note: this is games software/hardware combined – non-hardware revenues could deliver >$110B globally this year)
The mobile AR platform war kicked off with Mark Zuckerberg’s “We’re making the camera the first augmented reality platform.” Now Apple’s launch of its ARkit for iOS as “the largest AR platform in the world” has taken the mobile AR war to the next level.
Mark Zuckerberg’s “We’re making the camera the first augmented reality platform” kicked off the mobile AR platform war. Facebook, Apple, Google, Tencent, Snap, Samsung, Huawei and more in a mobile AR platform cage fight - who comes out on top?
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.
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.
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