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1/ One of my friends loved my #financial analysis of the #mobile #gaming industry he gave me 24 claps!
Time to create a twitter thread with all my key findings.https://link.medium.com/hBLpBf0Fheb
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8/ Hyper-casuals are still maturing and there have been recent litigations. We may see this market more heavily regulated, though I expect them to continue to grow as they benefit from vitality.
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9/ AR games remain nescient but expect rapid growth once the pandemic ends, especially as newer iPhones have embedded LiDAR scanners which AR heavily benefits from. Niantic is a clear market leader.
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10/ Demographic shifts will split the gaming industry. Gen-Z have a preference for mobile and ad-revenue based models while Millenials show preference for nostalgia and console gaming.
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11/ Women are a hugely underserved market, despite having higher spending habits and greater levels of engagement than men. There's a preference for puzzle games, which companies like Playtrix may benefit from.
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12/ Overall the market seems particularly healthy and is seeing accelerated growth.
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