THE PAST, PRESENT AND FUTURE OF GAMES - AND THE OPPORTUNITIES FOR EUROPE
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THE PAST, PRESENT AND FUTURE OF GAMES Co-founder Newzoo
AND THE OPPORTUNITIES FOR EUROPE
Co-founder SpielFabrique
$40Bn $7Bn © Newzoo 2020
A Studio? Nope.
all titles Elder Scrolls V Doom all titles
SUBSCRIBERS HOURS STREAMED MY #1 GAME COMMENTS/DAY
Source: Newzoo Platform
© Newzoo 2020
A Studio? Nope.
Source: Newzoo Platform
© Newzoo 2020
© Newzoo 2020
On market and industry
6
- True change takes one generation
BIRTH MATURE
0yrs 10yrs 25yrs
2002 2007 2012 2017 2022 2027
© Newzoo 2020
– Supporting acts to change
BIRTH MATURE
0yrs 10yrs 25yrs
2002 2007 2012 2017 2022 2027
© Newzoo 2020
© Newzoo 2020
© Newzoo 2020
Consumers driving change
EMPOWERED CONSUMERS ENGAGEMENT FIRST
– Empowered consumers
THE EVOLUTION AND CONVERGENCE OF GAMING FROM A CONSUMER PERSPECTIVE
© Copyright Newzoo 2018
Razer goes IPO and
launches their
smartphone
COMMUNITIES
TOOLS
ESPORTS GEAR STREAMING
Intel sponsors the
GAME HARDWARE VIDEO Olympics and
announces esports at
“playing” “owning” “viewing”
Tokyo 2020
“creating” Esports team Fnatic
offers branded
“sharing” peripherals and
opens physical store
13 © Newzoo 2020– New Segments
DOES NOT SEE
PLAYING AS #1
INTEREST
Source: Newzoo Consumer Insights
Newzoo’s Gamer Segmentation
© Newzoo 2020 14– Different for every game and type
GAME
ENGAGEMENT
TIME
HOURS
STREAMING
HOURS IN 2020 HOURS SINCE
COVID
HOURS
Source: Newzoo Platform
LIVE HOURS
WATCHED AUG
2020: +80%
© Newzoo 2020 15– Games are the social network
Of all gamers in the US,
Japan and Italy aged
Socializing is at the heart
between 10 and 30 of games and platforms
17%
Plays more because
games are a means to
More time
Socialize
Location
Escape
Family
Source: Newzoo Consumer Insights
© Newzoo 2020 16– Games are the social network
Among Us has a similar number Games are the social network of
of daily active users as Netflix the next generation
DAILY ACTIVE
VS USERS IS
REGISTERED
USERS
© Newzoo 2020– Responsibility & Innovation
With streamers and esports athletes becoming bigger and more During the current lockdown period, many artists and
well-known, matching up traditional celebrities with streamers to musicians are streaming their music and performances on
play has become more and more popular. For charity or fun. live streaming platforms, as live events are canceled. Fans
can contribute money to their favorite artists and are willing
to pay for digital performances.
Source: Newzoo Global Games Market Report
© Newzoo 2020 18– Key facts & figures GLOBAL GAME
REVENUES
USD IN 2020
© Newzoo 2020Businesses driving change
EMPOWERED BUSINESS INNOVATION AND CONVERSION
– New Value Chains
THE EVOLUTION AND CONVERGENCE OF GAMING FROM A CONSUMER PERSPECTIVE
© Copyright Newzoo 2017
CONVERGENCE Through its investment in Bamtech, Disney owns
streaming rights to sports and League of Legends
GAME ENTERTAINMENT GAME
OPERATOR COMPANY ENTHUSIAST
DEVELOPER PUBLISHER GAMER
“making” “selling” “playing” Swedish broadcaster owns the world’s biggest
esports organizers as well as game companies
“games as a service” “community entertainment” “world’s #1 pastime”
MOBILE MEDIA SPORTS
The envisaged acquisition of Time Warner makes
AT&T a main player in game and esports content
© Newzoo 2020– into traditional territories
CLOUD GAMING ECOSYSTEM
Source: Global Cloud Gaming Report
© Newzoo 2020 23– accelerated by Covid
FIFA 20 F1 2019 FIFA 20
Ibai Llanos, an ex League of Legends To “enable fans to continue watching The MLS just started their month-long
commentator, has asked a player of each Formula 1 races virtually, despite the tournament in order to, like many other
La Liga team to represent their team. ongoing Covid-19 situation”, Formula 1 leagues and broadcasters, fill
After a successful first test between 2 launched the Virtual Grand-Prix Series. programming space. The MLS
teams, all other teams and respective Professional drivers and streamers tournament includes a wide range of
players signed up for the tournament. continue to compete on Codemaster’s F1 both professional athletes and FIFA 20
(Exception: Monaco = PES 2020 Partner) 2019 for entertainment only. Global Series esports players.
Source: 2020 Global Esports Market Report
© Newzoo 2020 24– Cloud Gaming
REVENUES IN
2020
REVENUES IN
2023
Source: Newzoo Cloud Gaming Report
© Newzoo 2020 25– 5G
IN APAC
ACTIVELY USED REGION
5G DEVICES END
2020
5G INFRASTRUCTURE 5G MOBILE CHIPSETS &
CLOUD SERVICES CDN PROVIDERS
VENDORS TECHNOLOGIES
MOBILE CARRIERS MOBILE DEVICE MAKERS
DATA CENTER COLLOCATION/CONNECTIVITY
Source: Newzoo Global Mobile Report
OF WORLDS’ USER
ACTIVELY USED
SMARTPHONES IS SMARTPHONES
© Newzoo 2020 5G IN 2023 26– in cn, jp & sk
BASED ON GAME REVENUES GENERATED BY 110 COMPANIES REPRESENTING ~70% OF THE GLOBAL MARKET
H1 2019 MARKET MARKET MARKET
CHINA JAPAN KOREA
4% Americas
4%5% 8%
9%
10% EMEA
COMPANY HQ
China
56% Japan
24%
KR
93% 81% Rest APAC
FY2018: 92% FY2018: 78% FY2018: 63%
CN: 14% > 9% CN: 5% > 10%
© Newzoo 2020– worth fighting for
BASED ON GAME REVENUES GENERATED BY 110 PUBLIC COMPANIES REPRESENTING ~70% OF THE GLOBAL MARKET
H1 2019 MARKET MARKET MARKET
AMERICAS EMEA REST APAC
4% 2%
4% 2% 15%
52%
32% 6%
33%
30% 47% 47%
14%
12%
7% 7%
8% 9% 22%
52%
9%
FY2018: 52% FY2018: 9% FY2018: 17%
JP: 25% > 30% JP: 31% > 33% JP: 14% > 22%
CN: 9% > 7% CN: 8% > 7% CN: 41% > 14%
© Newzoo 2020– Games leading the way © Newzoo 2020 29
– Chinese studios & casual/core convergence
COIN MASTER – MOON ACTIVE ARCHERO – HABBY COD MOBILE – ACTIVISION/
CASUAL CORE →
→ CORE CASUAL
© Newzoo 2020 Source: 2020 Global Games Market Report– Game Tech
PEOPLE
EMPLOYED BY
GAMES
JUNE 2020
Source: Newzoo Free Infographics
AD REVENUES
IN/AROUND
GAMES
© Newzoo 2020 31– Key facts & figures
Associations & Studio’s (Public) Company Revenues Other businesses
© Newzoo 2020– Key investments & companies
Recent investments Developers & Publishers Other businesses
© Newzoo 2020For Europe
– Building on strengths
WEAKNESS: Unicorns STRENGTH: Tech & Services STRENGTH: Creative studio’s
© Newzoo 2020A closing thought
BLEND
– DJ Solomun in GTA
© Newzoo 2020BLEND
– Internet of Elephants
© Newzoo 2020BLEND
– Internet of Elephants
© Newzoo 2020BLEND
– Internet of Elephants
© Newzoo 2020– Balancing time and money in games
Result of A/B tested among billions:
MONEY TIME
Games entertain people
with a lot of time and no
money as well as people
with lots of money but
little time.
In one single
environment.
© Newzoo 2020 41– Balancing time and money in life
Result of thousand of years of progress:
MONEY
The world does not
respect people with
different time/money
life balances in the
same way games do. A
single currency
supports that.
© Newzoo 2020 42– The future DNA of our economy
To restore balance in the world:
MONEY TIME
Game mechanics, A/B
tested by billions show
us more than meets
the eye. They provide
hints how to solve
bigger challenges. Real
life challenges.
© Newzoo 2020 43© Newzoo 2020
PETER WARMAN
CEO, NEWZOO
peter@newzoo.com
linkedin/com/in/warman
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