1、The State of Mobile Gaming 2023An Analysis of Mobile Gaming Market Trends and Top Titles in the U.S.,Europe,and Asia0310182327 2023 Sensor Tower Inc.-All Rights Reserved|2GAME GENRE TRENDS THE RISE OF HYBRIDCASUAL EXTERNAL GAME SUBSCRIPTIONS NFT&CRYPTO GAMES MONETIZATION&META FEATURES TRENDS MARKET

2、OVERVIEW:WORLDWIDE MARKET OVERVIEW:UNITED STATES,EUROPE,ASIA CONCLUSION354462Game Genre Trends 2023 Sensor Tower Inc.-All Rights Reserved|3HypercasualArcadeSimulationPuzzleLifestyleActionTabletopShooterSportsStrategy$0$3B$6B$9B$12B$15B1.5B1.7B1.8B1.9B1.9B3.0B4.5B4.8B5.9B12.3B1.6B1.6B2.1B1.9B1.7B3.4B

3、4.9B4.8B6.0B13.7B20212022Mobile game downloads are affected by multiple factors today,including ATT policies that impact cost per install,the recession affecting user acquisition budgets and the overall post-covid cultural and macroeconomic recovery.But even if these factors influence the whole mobi

4、le gaming ecosystem,some types of games are more affected than others.Why?The top five genres by downloads in 2022 were the same as in 2021.Hypercasual remained on top in spite of a decrease of 10 percent in 2022 overall,a drop of 24 percent in Q4 2022,and a continued trend downwards in 2023.In 2022

5、,Simulation surpassed Puzzle as the No.3 Genre by downloads,fueled by Roblox and a new trend in Simulators,Sandbox and Tycoon/Crafting games utilizing a Hybridcasual product model.While each of the top 5 genres exhibited negative growth in 2022,Action games registered double-digit growth at 13 perce

6、nt in downloads,mainly due to the strong performance of Shootem Ups like Survivor.io and Action Sandbox games like School Party Craft which inherits game patterns from Roblox.Genres Saw Mixed Outcomes in 2022 Top 10 Game Genres by Worldwide Downloads,App Store and Google Play 2023 Sensor Tower Inc.-

7、All Rights Reserved|4-10%-3%-0%-8%-11%+13%-1%-14%+8%-7%After the explosive growth of the preceding years,downloads of Hypercasual games began trending downwards in Q1 2022.In Q4 2022,Hypercasual game downloads were down 24 percent year-over-year to 2.7B.The profitability of the Hypercasual product m

8、odel is directly linked to user acquisition costs and monetization through the use of video ads.Both were impacted by multiple factors in 2022.Hypercasual was the fastest growing genre by downloads during the pandemic.Hypercasual downloads were up 60 percent year-over-year 2020,and up 15 percent in

9、2021.This trend,however,reversed course in 2022,and downloads continue trending down in 2023.Many Hypercasual developers and publishers are searching for solutions to this decline.The most appealing has been the transition to the new Hybridcasual product model.Hypercasual Saw Major Decline in Downlo

10、ads in 2022 Worldwide Download Growth by Game Genre,App Store and Google Play 2023 Sensor Tower Inc.-All Rights Reserved|501.0B2.0B3.0B4.0BQ1 2019Q2 2019Q3 2019Q4 2019Q1 2020Q2 2020Q3 2020Q4 2020Q1 2021Q2 2021Q3 2021Q4 2021Q1 2022Q2 2022Q3 2022Q4 2022HypercasualArcadePuzzleSimulationLifestyleHyperca

11、sual-24%Y/YPuzzle-4%Y/YArcade-4%Y/YSimulation-10%Y/YLifestyle-11%Y/YIts clear that the mobile gaming ecosystem is evolving rapidly,with the market producing new innovations in response to changes like ATT and post-covid player behavior.Changes in cost per install and consolidation between publishers

12、 and developers are resulting in industry-wide shifts that challenge established financial models for developing and operating games.Sensor Towers Product Model descriptor identifies the core business strategy of a game.It answers fundamental financial questions around how a game generates revenue a

13、nd the costs to acquire and retain players.Each Product Model identified by Sensor Tower represents a distinct business strategy to find and sustain profitability.In 2022,the Hypercasual product model was most affected,decreasing by 1 billion yearly downloads,whereas Hybridcasual saw a 13 percent in

14、crease in downloads.At the same time,Exclusive Access(meaning games only available through external subscriptions,like the Netflix and Apple Arcade libraries)saw a 54 percent increase in downloads year-over-year.Hybridcasual Is the New Casual Worldwide Downloads by Product Model,App Store and Google

15、 Play 2023 Sensor Tower Inc.-All Rights Reserved|601.5B3.0B4.5B6.0BQ1 2019Q2 2019Q3 2019Q4 2019Q1 2020Q2 2020Q3 2020Q4 2020Q1 2021Q2 2021Q3 2021Q4 2021Q1 2022Q2 2022Q3 2022Q4 2022CasualCoreExclusive AccessHybridcasualHypercasualMid-coreCasual-5%Y/YExclusive Access 54%Y/YCore-15%Y/YHybridcasual 13%Y/

16、YHypercasual-18%Y/YMid-core-5%Y/YRPGStrategyPuzzleCasinoShooterSimulationActionSportsArcadeTabletop$0$5B$10B$15B$20B$25B$1.8B$2.1B$2.7B$4.5B$4.5B$4.6B$8.0B$9.1B$16.3B$20.2B$1.7B$2.3B$3.2B$4.1B$4.9B$5.9B$8.1B$9.5B$17.5B$23.5B20212022Among the top genres,Action and Tabletop stood out as the only two s

17、howing positive growth in 2022,with revenue increasing by 9 percent and 4 percent year-over-year,respectively.The Action genre was mostly fueled by Mid-core forever games like Genshin Impact,Dragon Ball Legends and Marvel Contest of Champions.Trending Hybridcasual game Survivor.io also made a contri

18、bution to the genre.In contrast,Shooter was the worst performing genre in terms of revenue growth,with worldwide revenue decreasing 22 percent year-over-year during 2022.We see the the genre consolidating towards top grossing games like PUBG Mobile,Garena Free Fire and Call of Duty Mobile.Although S

19、hooter still ranked as the fifth largest genre in 2022,if the ascent of Action continues into 2023,it may surpass Shooter to become the fifth largest genre by revenue.Revenue of Most Top Genres Declined in 2022 Top 10 Game Genres by Worldwide Gross Revenue,App Store and Google Play 2023 Sensor Tower

20、 Inc.-All Rights Reserved|7-14%-7%-4%-1%-22%-9%+9%-14%-7%+4%Four of the top five largest game genres registered revenue declines in Q4 2022,with Casino as the only exception.Shooter saw the steepest decline,with revenue falling by 25 percent year-over-year in Q4 2022,followed by RPG,which declined b

21、y 20 percent.RPG saw a drastic decline in the past two years,with revenue falling from$6.1B in Q1 2021 to$4.5B in Q4 2022,down 26 percent.Despite this,RPG still ranked as the largest genre by revenue in 2022.If recent trends continue,Strategy could overtake RPG in the coming years as the biggest gen

22、re by revenue.With relatively stable revenue,Strategy has narrowed the gap with RPG to$700M in revenue in Q4 2022,down from nearly$1.3B a year prior.RPG Revenue Down for the Seventh Consecutive Quarter Worldwide Gross Revenue by Game Genre,App Store and Google Play 2023 Sensor Tower Inc.-All Rights

23、Reserved|8Note:Revenue figures are gross revenue(including the cut taken by Apple or Google).$0$1B$2B$3B$4B$5B$6B$7BQ1 2019Q2 2019Q3 2019Q4 2019Q1 2020Q2 2020Q3 2020Q4 2020Q1 2021Q2 2021Q3 2021Q4 2021Q1 2022Q2 2022Q3 2022Q4 2022RPGStrategyPuzzleCasinoShooterRPG-20%Y/YPuzzle-7%Y/YStrategy-12%Y/YCasin

24、o+1%Y/YShooter-25%Y/YRPGs were the most popular and lucrative genre in the mobile gaming industry in Asia,accounting for 39 percent of mobile game revenue generated in 2022.In contrast to the Asian market,North American mobile gaming revenue is driven by a wider variety of genres,including Puzzle,Ca

25、sino,Strategy,and RPG.Each of those genres generated at least 12 percent of all player spending in North America.In Europe,the mobile gaming industry is similarly driven by a diverse range of genres.The Strategy genre accounted for nearly a quarter of the mobile game revenue in Europe in 2022.Asia I

26、s a Major Contributor to RPG Revenue Market Share for Game Genres by Gross Revenue in 2022,App Store and Google Play 2023 Sensor Tower Inc.-All Rights Reserved|9AsiaNorth AmericaEurope0%25%50%75%100%18%17%20%10%9%2%5%4%7%12%20%4%19%21%4%23%18%23%12%12%39%RPGStrategyPuzzleCasinoShooterSimulationOther

27、The Rise of Hybridcasual 2023 Sensor Tower Inc.-All Rights Reserved|10 2023 Sensor Tower Inc.-All Rights Reserved|11What is Hybridcasual?The Hybridcasual product model combines the approachable core mechanics from Hypercasual games with retention and monetization features of Mid-core and Casual game

28、s.These games are characterized by:-Easy to understand active gameplay mechanics that require low cognitive effort inheirited from Hypercasual games.-Simplified long term meta features like Character Collection and Progression associated with Mid-core games.-Hybrid monetization strategies,featuring

29、currency bundles and progression packs from Casual games,and interstitials and rewarded ads with implementations similar to Hypercasual games.-Often lower production costs than Casual games,and thus the utilization of more generic assets,codebase and logic from other projects-an operational strategy

30、 pioneered in Hypercasual.-A broad appeal to multiple audiences due to its unique combination of Mid-core,Hypercasual and Casual personas.Definition of HybridcasualArchero by Habby Downloads in 2022:6M Revenue in 2022:$30MMy Little Universe by SayGames Downloads in 2022:18M Revenue in 2022:$8.4M 202

31、3 Sensor Tower Inc.-All Rights Reserved|12Percentage of Top 10 Hybridcasual Game Themes99New Hybridcasual Games launched in 202201.0B2.0B3.0B4.0B5.0B6.0B20022$0$500M$1.0B$1.5B20022Worldwide Hybridcasual Games Downloads (App Store and Google Play)Worldwide Hybridcasual Games Rev

32、enue(App Store and Google Play)5.1 Billion App Store+Google Play Downloads in 20221.4 Billion App Store+Google Play Revenue in 2022Space18%Treasure Hunter4%Crime6%Zombie6%Stickmen6%Vehicles-Plane7%Hypercasual8%Dungeon Crawler10%Combat Arena17%Abstract17%Hybridcasual Mobile Games Market Overview:Betw

33、een June and August 2022,we see the trend for US downloads start to shift toward Hybridcasual,fueled by Stumble Guys,acquired during this same period by Scopely.Stumble Guys embraces the Social Party meta from Roblox and mini-game patterns borrowed from successful PC and console game Fall Guys:Ultim

34、ate Knockdown.Hypercasuals growth reached an inflection point in Q4 2022,while Hybridcasual initiated its second wave of downloads,with games such as Survivor!.io amassing more than 21M downloads worldwide during this quarter.Survivor!.io is a mobile game published by Habby that utilizes game patter

35、ns from successful pixel-graphic and PC game Vampire Survivors.From a game design perspective,theres a clear trend of mobile publishers utilizing the Hybridcasual product model with games inspired by recent successes from the PC/console space.Sensor Tower Game Intelligence can identify emerging tren

36、ds and market shifts to help drive your product strategy.Hyper&Hybrid in 2022 U.S.Monthly Download Growth for Hypercasual&Hybridcasual,App Store and Google Play 2023 Sensor Tower Inc.-All Rights Reserved|13U.S.Download Growth for Hypercasual and Hybridcasual Games App Store(indexed to Jan.2022)-60%-

37、40%-20%0%20%Jan.2022Feb.2022Mar.2022Apr.2022May 2022Jun.2022Jul.2022Aug.2022Sep.2022Oct.2022Nov.2022Dec.2022U.S.Download Growth for Hypercasual and Hybridcasual Games Google Play(indexed to Jan.2022)-40%-30%-20%-10%0%10%20%30%Jan.2022Feb.2022Mar.2022Apr.2022May 2022Jun.2022Jul.2022Aug.2022Sep.2022Oc

38、t.2022Nov.2022Dec.2022HypercasualHypercasualHybridcasualHybridcasual 2023 Sensor Tower Inc.-All Rights Reserved|14Some identify Hybridcasual as an evolution of Hypercasual,going as far as to call these games Hypercasual 2.0.However,if we dive deeper into the more than 700 Hybridcasual games released

39、 in recent years,we see that this product model is also being adopted by studios that focus on Casual and Mid-core games.SayGames transitioned from Hyper to Hybrid very early,allowing them to generate hits such as Race Master 3D(Arcade Racing),and My Little Universe(Tycoon Crafting).Revenue from the

40、ir games achieved 2X growth in 2022.Miniclips Triple Match 3D combines Pair game patterns aimed at casual players with the Hybridcasual product model,which has led it to dominate the Pair sub-genre.It generated 4X more revenue than its closest competitor with nearly the same number of monthly downlo

41、ads.Even Supersonic is beginning to explore the Hyper to Hybrid transformation with games like My Mini Mart that include in-app purchases and progression metas.Sensor Tower identifies Hypercasual games using a variety of signals from our dataset,including monetization and meta features,ad publishing

42、 activity,and usage data from our proprietary panel.All core descriptors,including Product Model and Hypercasual,are also manually reviewed by our analyst team for the highest accuracy.Hypercasual and Casual Developers Join the Hybrid Wave More Hybridcasual Games Released in recent yearsRace Master

43、3D-Car Racing SayGamesWorldwide Released Date:8/1/2021 All-Time Download:205M All-Time Revenue:$2.38MNo.2 Hybridcasual game by download in 2022My Mini Mart Supersonic StudiosWorldwide Released Date:12/18/2021 All-Time Download:71.2M All-Time Revenue:$3.2MNo.14 Hybridcasual game by download in 2022Tr

44、iple Match 3D MiniclipWorldwide Released Date:4/13/2022 All-Time Download:6M All-Time Revenue:$69.6MNo.214 Hybridcasual game by download in 2022Rush Royale:Tower Defense TD UPWAKE.MEWorldwide Released Date:10/9/2020 All-Time Download:43.9M All-Time Revenue:$137MNo.74 Hybridcasual game by download in

45、 2022Hybridcasual Wins Player Engagement Average Time Spent and Session Duration in Top Games,Q4 2022 2023 Sensor Tower Inc.-All Rights Reserved|15In Q4 2022,Hybridcasual games had longer average sessions and playtime than top Hypercasual games.On average,players of Hybridcasual games spent over an

46、hour per month playing;nearly double the amount of time spent by players of Hypercasual games.Engaged players generate more value than ever.Solid in-game economies with clear monetization and meta features are even more critical today to retain players and drive long-term engagement.In Q4 2022,Rush

47、Royale:Tower Defense TD led Hybridcasual games in average time spent on Android.Its players spent 88.7 percent more time on the app compared to No.1 Hypercasual title Crafting and Building on Android.This success can be attributed to its various engaging meta features,including Character Collection,

48、Levels,and Social Clans,which helped to keep players interested and involved in the game.Average Time Spent per MonthAndroidTime Spent(min)0070HypercasualHybridcasualIOSTime Spent(min)0070AndroidAverage Session Duration(s)0800IOSAverage Session Duration(s)06412819225

49、6320Session Duration Hybridcasual Games Employ Meta Features Percentage of Top Hybridcasual Games With Selected Meta Features 2023 Sensor Tower Inc.-All Rights Reserved|16Meta features are more widespread in Hybridcasual games.While only 5 percent of the top Hypercasual games utilize at least one me

50、ta feature,30 percent of the top Hybridcasual games employ at least one meta feature identified by Sensor Tower advanced descriptors.Character Collection is the most common meta feature in Hybridcasual games,with 18 percent of the top Hybridcasual games incorporating this feature.The Character Colle

51、ction feature also boosts time spent.On average,players spend nearly 2 hours on a Hybridcasual game with Character Collection,which is 122 percent more time compared to a game without this meta.Time Spend(min)04080120W/O Character Collection With Character CollectionAverage Monthly Time Spent(Q4 202

52、2,Android)Note:Top 100 Hybridcasual mobile games by download in 202282%18%Character Collection92%8%Levels92%8%With Meta FeatureWithout Meta FeatureSocial Clans95%5%Resource Management98%2%Narrative Stories99%1%Decoration/RenovationSocial Gambling99%1%Hybridcasual Finds Worldwide Audience Hybridcasua

53、l Download Growth by Region in 2022,App Store and Google Play 2023 Sensor Tower Inc.-All Rights Reserved|17While the worldwide number of downloads of mobile games has not changed in 2022 compared to 2021,Hybridcasual games saw positive growth in downloads across the globe with the exception of the M

54、iddle East.Asia saw the largest download growth in 2022,with installs increasing 94M,up 4 percent year-over-year.North America also experienced high download growth in 2022,as installs rose by nearly 63M,up 17 percent year-over-year.Note Regarding Download Estimates Our estimates include worldwide d

55、ownloads for iPhone,iPad,and Google Play in 2022.Apple apps and Google pre-installed apps are excluded.We report unique installs only.Android estimates do not include third-party stores.+6%in Latin America 1.04B Downloads +17%in North America 425M Downloads +7%in Europe 994M Downloads +4%in Asia 2.2

56、B Downloads -4%in Middle East 124M Downloads +18%in Oceania 31M Downloads +9%in Africa 281M Downloads External Game Subscriptions 2023 Sensor Tower Inc.-All Rights Reserved|18Netflix is a new player in the mobile gaming market,but they are making a big splash with their Exclusive Access games.The Ex

57、clusive Access product model identifies games that are only available to members of a subscription service.By making their games only accessible to their subscribers,Netflix leverages an enormous user base.This model allows developers for Netflix games to ignore monetization features and focus on bu

58、ilding engaging stories and experiences.Netflixs catalog is growing and generated 24.6 M downloads in 2022.2023 Sensor Tower Inc.-All Rights Reserved|19Percentage of games by GenresOther26%Lifestyle9%Simulation9%Puzzle11%Tabletop11%RPG13%Arcade22%No.1 Stranger Things:1984No.2 Stranger Things 3:The G

59、ameNo.4 Teeter(Up)No.5 SpongeBob:Get CookingNo.3 Asphalt XtremeNo.6 Exploding KittensExternal Game Subscription-Netflix Exclusive Access Product Model and External Game SubscriptionsStranger Things:1984Stranger Things 3:The GameAsphalt XtremeTeeter(Up)SpongeBob:Get CookingLEADERBOARDMobile games bas

60、ed on Netflixs popular series Stranger Things hold the top spots for Netflix-published mobile titles.The No.1 title,Stranger Things:1984,picked up 4M downloads from release through the end of 2022.Stranger Things 3:The Game ranks No.2 with nearly 3M downloads.Popular Netflix Shows Boost Game Adoptio

61、n Top Netflix Games by Downloads,App Store and Google Play 2023 Sensor Tower Inc.-All Rights Reserved|20Top 5 Netflix games by downloads(from the publication date through the end of 2022)2023 Sensor Tower Inc.-All Rights Reserved|21An external game subscription provides access to and benefits for ga

62、mes.These games arent necessarily exclusive,but players wont have to pay any up front costs to download the game and will have access to features that are normally premium.Apple Arcade offers a combination of exclusive access and standard freemium titles.They publish predominantly Puzzle and Arcade

63、games,but have a strong selection of Mid-core Tabletop and RPG games.Sensor Tower maintains a full updated list of Apple Arcade and external subscription games.Chess-Play&Learn by Puzzle Jetpack Joyride by Halfbrick Studios Platformer Fruit Ninja by Halfbrick Studios Arcade Other12%RPG4%Tabletop18%S

64、imulation16%Arcade18%Puzzle32%Hybridcasual10%Exclusive Access14%Mid-core24%Casual52%Percentage of games by Product ModelPercentage of games by GenresExternal Game Subscription-Apple Arcade Percentage of Apple Arcade Games by Product Model and Genre 2023 Sensor Tower Inc.-All Rights Reserved|22Hungry

65、 Shark Evolution by Ubisoft-Arcade Pixel Art-color by number-by Easybrain-TabletopBeach Buggy Racing by Vector Unit-Racing Percentage of games by Product ModelPercentage of games by GenresGoogle Play Pass has more games included than their competitors,mostly focused on Casual Arcade&Puzzle genres.Pl

66、ay Pass subscribers get access to hundreds of games for one monthly subscription.Play Pass doesnt focus on exclusive titles they target paid games and freemium titles.An added benefit for members is that they are able to bypass any monetization present in the games and have all features normally gat

67、ed behind in-game currency fully available.31 percent of the games in Google Play Pass are Puzzle,followed by 16 percent Arcade,13 percent Simulation and 9 percent Lifestyle genre.The full list of Google Play Pass games is available on Sensor Tower along with data on all monetization patterns as par

68、t of our game taxonomy.Other26%Tabletop5%Lifestyle9%Simulation13%Arcade16%Puzzle31%Hybridcasual13%Hypercasual17%Mid-core21%Casual50%#titles:500+External Game Subscription-Google Play Pass Percentage of Google Play Pass Games by Product Model and GenreNFT&Crypto Games 2023 Sensor Tower Inc.-All Right

69、s Reserved|23Crypto/NFT Games on Mobile on Downward Trend Following Q3 2022 Worldwide Quarterly Downloads of NFT/Crypto Games,App Store and Google Play 2023 Sensor Tower Inc.-All Rights Reserved|24Crypto/NFT game downloads declined sharply in the second half of 2022,from 46M in H1 2022,to 29M in H2.

70、Each of the top 5 genres of Crypto/NFT games exhibited negative growth from 2021 to 2022.Action and Simulation games that incorporated Crypto/NFT mechanics saw a particularly large decline in downloads.Player spending through in-app purchases for these games also declined 35 percent Y/Y,from$516M in

71、 2021 to$336M in 2022.030M60M90M120M150M180MActionRPGSimulation44M56M96M73M62M179M20212022Downloads of NFT/Crypto games by GenreDownloads08M15M23M30MQ1 2019Q2 2019Q3 2019Q4 2019Q1 2020Q2 2020Q3 2020Q4 2020Q1 2021Q2 2021Q3 2021Q4 2021Q1 2022Q2 2022Q3 2022Q4 2022App StoreGoogle Play29M27M46M35MTop NFT

72、/Crypto Games For Mobile in 2022 Top 10 Games With NFT/Crypto Monetization by Worldwide Downloads in 2022 2023 Sensor Tower Inc.-All Rights Reserved|25Apple has new rules for NFT apps and games that require developers to utilize in-app purchases,which are subject to Apples 30%commission.Consequently

73、,a number of developers and publishers have chosen to avoid the App Store,making their games exclusively available on Android devices.INVU:3D Avatar Creator&Chat,Highrise:Metaverse Life World,STEPN,and Thetan Arena stand out as the most downloaded NFT/Crypto games in the Mobile ecosystem.Crypto/NFT

74、mobile games were a fast-growing category in 2021,however for a multitude of reasons,many gaming companies have slowed their crypto plans in 2022.Live OpsGachaCurrency BundleSubscriptionNFT/Crypto2022$0$3M$6M$9M$12M$15M2M2M2M2M4M4M5M6M9M9M5M01M04M7M8M06M13M20212022The United States is the top market

75、 in downloads for Crypto/NFT mobile games,with a market share of 16 percent in 2022,followed by Brazil and Philippines,with 12 percent and 9 percent market share,respectively.Each of the top five markets for Crypto/NFT mobile game downloads experienced a decline in monthly active users(MAUs)at the e

76、nd of 2022.The decline first hit Brazil in Q2 2022,with a 39 percent drop in usage in Q4 2022 compared to its peak in Q1 2022.The other top markets(U.S.,Philippines,Thailand,Indonesia)saw positive MAU growth in Q2 2022,but have seen declines from Q3 2022 on.Among the top 10 markets,India is the only

77、 market maintaining positive growth over the past two years.The top Crypto/NFT games in India collectively surpassed 880K MAUs in Q4 2022,up 130 percent from Q1 2021.Monthly Active Users of Crypto/NFT Games Decline in H2 2022 Top Markets Active Users for Top Crypto/NFT Games 2023 Sensor Tower Inc.-A

78、ll Rights Reserved|26Note:Monthly active users totals are the average of each apps average MAU each quarter(this may count users multiple times if they use multiple devices).Average Monthly Active Users01M2M3M4MQ1 2021Q2 2021Q3 2021Q4 2021Q1 2022Q2 2022Q3 2022Q4 2022BrazilPhilippinesIndonesiaThailan

79、dU.S.Monetization and Meta Feature Trends 2023 Sensor Tower Inc.-All Rights Reserved|27Welcome to the Games-as-a-Service World!Top 10 Games by Worldwide Gross Revenue in 2022,App Store and Google Play 2023 Sensor Tower Inc.-All Rights Reserved|28Live Ops is a key monetization and retention structure

80、 for top grossing games attempting to maintain long-term player engagement and spending.All of the worlds top 10 revenue generating mobile games in 2022 support their titles through this content structure.Classic monetization features like the Starter Pack and Currency Bundles also appear in most to

81、p grossing titles.For example,eight of the top 10 grossing games include a Starter Pack.Coin Master,from Moon Active,stands out as the only Casino title in the top 10 mobile games.This is a testament to the fact that Social Casino games with Casual aesthetics,mechanics and product model can reach a

82、broader casual audience,and drive higher engagement and revenue.Note:Revenue figures are gross revenue(including the cut taken by Apple or Google).$0$500M$1.0B$1.5B$2.0B$2.5B$3.0B$729M$816M$835M$1.9B$2.1B$2.8B$866M$1.1B$1.3B$1.0BCasinoCasualMid-coreSports&RacingLive OpsGachaSeason Pass Subscription

83、Starter PackLive Ops Is the Standard Practice Among Top Grossing Games Share of Worldwide Revenue With Selected Monetization in 2022 2023 Sensor Tower Inc.-All Rights Reserved|29Live Ops has become the standard monetization for achieving success in the mobile game industry,with 91 percent of the wor

84、lds top games supporting their titles through this approach.In addition,97 percent of top games revenue comes from games with this monetization strategy.Although only 41 percent of mobile games employed the Season Pass feature,these have collectively generated more than half of player spending world

85、wide.Sensor Towers advanced descriptors allow you to quickly identify the monetization structure of each game in order to understand your games potential.Note:Top 500 mobile games by revenue in 2022Percentage of games0%20%40%60%80%100%Live OpsStarter PackLoot BoxGachaSubscriptionSeason Pass59%58%56%

86、28%20%9%41%42%44%72%80%91%With selected MonetizationWithout selected MonetizationShare of Worldwide revenue0%20%40%60%80%100%Live OpsStarter PackLoot BoxGachaSubscriptionSeason Pass47%53%59%22%17%3%53%47%41%78%83%97%Live Ops Is Most Commonly Utilized for RPG Games Percentage of Top Games With Live O

87、ps and Average Gross Revenue in 2022 2023 Sensor Tower Inc.-All Rights Reserved|30Live Ops is most commonly used in RPG games,with 90 percent of the top performing RPG mobile games featuring it.Mobile games with Live Ops perform well in terms of revenue,particularly in Action titles.On average,an Ac

88、tion game with Live Ops can generate 30 times more in revenue than a game without it.Note:Top 500 games by revenue in 202227%73%Strategy$0$10M$20M$30M$40M$50M10%90%RPG$0$20M$40M$60M$80M$100M$120MWithout Live OpsWith Live Ops34%66%Action$0$6M$12M$18M$24M$30MAverage Gross RevenuePercentage of titles w

89、ith Live OpsLoot Boxes as Monetization Feature Share of Revenue by Games That Use Loot Box in 2022 2023 Sensor Tower Inc.-All Rights Reserved|31The 15 percent of games that monetize with Loot Boxes generate 73 percent of total worldwide revenue.The European Commission is currently investigating whet

90、her current laws do enough to protect consumers from monetization practices such as Loot Boxes,contributing to uncertainty around the long term viability of this approach in the region.The stakes are particularly high,as 63 percent of all mobile game revenue in the EU is generated by games with Loot

91、 Boxes.Worldwide RevenueEuropean RevenueAsian Revenue0%25%50%75%100%13%37%27%87%63%73%With Loot BoxWithout Loot Box85%15%Worldwide Percentage of titles with Loot BoxCharacter Collection:The Dominant Meta Feature Among Top Mobile Games Top 10 Games by Worldwide Gross Revenue in 2022,App Store and Goo

92、gle Play 2023 Sensor Tower Inc.-All Rights Reserved|32Character Collection is the most widespread meta feature among top titles,and is present in 70 percent of top titles.Character Collection is particularly prevalent in Mid-core titles,with 88 percent of the top Mid-core games,in terms of player sp

93、end,relying on this feature to enhance player engagement.Note:Revenue figures are gross(including the cut taken by Apple or Google).Character CollectionResource ManagementLevelsNarrative Stories Social Clans$0$500M$1.0B$1.5B$2.0B$2.5B$3.0B$729M$816M$835M$1.9B$2.1B$2.8B$866M$1.1B$1.3B$1.0BCasinoCasua

94、lMid-coreSports&RacingThe Combination of Character Collection&Social Clan Metas Maximize Player Engagement Percentage of Top Android Games by Monthly Average Time Spent,Q4 2022 2023 Sensor Tower Inc.-All Rights Reserved|33Character Collection and Social Clans are the most prevalent meta features amo

95、ng top titles in the mobile gaming ecosystem.Players of mobile games featuring both Character Collection and Social Clans metas tend to spend more time in the game.72 percent of the top games with this combination see players spend an average of over 3 hours per month,while only 22 percent of games

96、with just the Character Collection meta feature see a similar amount of time spent.Character Meta&Social ClansSocial Clan OnlyCharacter Meta OnlyNone0%25%50%75%100%72%33%20%5%24%44%36%23%4%15%30%41%7%14%31%More than 6 hours3-6 hours1-3 hoursLess than an hourNote:Top 1000 Android games by downloadsIn

97、-App Events Drive Engagement Marvel Snaps Worldwide Daily Revenue,App Store and Google Play 2023 Sensor Tower Inc.-All Rights Reserved|34The release of events on a periodic update schedule drives engagement and monetization.Sensor Towers In-App Events feature can measure how much revenue is generate

98、d by each event the game administers.This is a powerful source of insights for benchmarking and understanding your competitors Live Ops strategy.Among the best performing mobile games employing this strategy,Marvel Snap stands out.Nuverse earned an estimated$670K in revenue on the release day of the

99、 Warriors of Wakanda event in November 2022,$746K on the release day of The Power Cosmic event in December 2022 and$694K the day of the Happy Winterverse Event.Note:Revenue figures are gross revenue(including the cut taken by Apple or Google).$0$200K$400K$600K$800K$1M$1.2M10/18/2210/21/2210/24/2210/

100、27/2210/30/2211/2/2211/5/2211/8/2211/11/2211/14/2211/17/2211/20/2211/23/2211/26/2211/29/2212/2/2212/5/2212/8/2212/11/2212/14/2212/17/2212/20/2212/23/2212/26/2212/29/22In-App Event 11/8/2022-12/6/2022 Warriors of WakandaIn-App Event 12/6/2022-1/3/2023 The Power CosmicIn-App Event 12/21/2022-1/2/2023

101、Happy WinterverseMarket Overview:Worldwide 2023 Sensor Tower Inc.-All Rights Reserved|35Global Game Revenue Declines for the Fifth Consecutive Quarter Worldwide Quarterly Consumer Spending on Mobile Games,App Store and Google Play 2023 Sensor Tower Inc.-All Rights Reserved|36Global mobile game reven

102、ue experienced enormous growth in 2020 at the beginning of the COVID-19 pandemic,with its year-over-year growth in H2 2020 reaching 25 percent.Player spending peaked in H2 2021 at$43B.Revenue has declined quarter-over-quarter since its peak in Q3 2021.Player spending declined 14 percent,from$22B in

103、Q3 2021 to$18.9B in Q4 2022.Despite this,it has remained well above pre-pandemic levels.Note:Revenue figures are gross revenue(including the cut taken by Apple or Google).$0$5B$10B$15B$20B$25BQ1 2019Q2 2019Q3 2019Q4 2019Q1 2020Q2 2020Q3 2020Q4 2020Q1 2021Q2 2021Q3 2021Q4 2021Q1 2022Q2 2022Q3 2022Q4

104、20227.2B7.3B7.3B8.2B8.5B8.8B8.7B8.9B8.2B8.1B8.1B6.9B6.5B6.5B6.0B6.0B11.7B12.0B12.3B12.7B12.7B13.2B12.6B13.0B12.3B12.4B12.0B10.8B9.9B10.0B9.1B9.0BApp StoreGoogle Play+25%+5%-11%Honor of Kings Regained Its Lead in 2022 Top Mobile Game by Worldwide Revenue on App Store and Google Play 2023 Sensor Tower

105、 Inc.-All Rights Reserved|371Honor of KingsTencentPUBG MobileTencentFate/Grand OrderSonyCandy Crush SagaKingMonster Strike MixiPokmon GO NianticFantasy WW Journey NetEaseLineageMNCSOFTClash of ClansSupercellHomescapesPlayrix234567891020191PUBG MobileTencentHonor of KingsTencentPokmon GONianticRoblox

106、RobloxCoin MasterMoon ActiveMonster Strike MixiRise of KingdomsLilith GamesGardenscapesPlayrixFate/Grand OrderSony23456789102020+1-1+3NEWNEW-1NEW-71PUBG MobileTencentHonor of KingsTencentGenshin ImpactmiHoYoRobloxRobloxCoin MasterMoon ActiveCandy Crush SagaKingPokmon GONianticGarena Free FireGarenaU

107、ma Musume Pretty DerbyCygamesRise of KingdomsLilith Games23456789102021-2-NEWNEWNEW-2Candy Crush SagaKingNEW-5+3-3Genshin ImpactmiHoYoCoin MasterMoon ActiveCandy Crush SagaKingPokmon GONianticThree Kingdoms TacticsAlibabaUma Musume Pretty DerbyCygamesFate/Grand OrderSony3456789102022-2NEW+2-1+11Hono

108、r of KingsTencentPUBG MobileTencent2RobloxRoblox-NEW+1-1Sports&RacingMid-coreCasualCasinoGame ClassTaiwanChina Becomes the Second Largest Market Following Japans Double Digit Year-Over-Year Decline Top Markets by Mobile Game Spending,App Store and Google Play 2023 Sensor Tower Inc.-All Rights Reserv

109、ed|38The United States remains the top market for mobile games.U.S.player spending remained above$5.5B each quarter following the onset of the COVID-19 pandemic,but has seen a downward trend in the past two years,falling 6 percent year-over-year in Q4 2022,compared to the same period in 2021.Meanwhi

110、le,Japan,South Korea,and Taiwan,experienced double-digit revenue decline during Q4 2022,down 22 percent,20 percent,and 12 percent year-over-year,respectively.China broke this pattern,maintaining relatively stable revenue,and because of this the country has replaced Japan as the second largest mobile

111、 games market since Q2 2022.Note:Revenue figures are gross revenue(including the cut taken by Apple or Google).China numbers only include App Store as Google Play is not available there$0$1B$2B$3B$4B$5B$6B$7BQ1 2019Q2 2019Q3 2019Q4 2019Q1 2020Q2 2020Q3 2020Q4 2020Q1 2021Q2 2021Q3 2021Q4 2021Q1 2022Q

112、2 2022Q3 2022Q4 2022U.S-6%Y/YChina-3%Y/YJapan-22%Y/YSouth Korea-20%Y/YTaiwan-12%Y/YU.SJapanChinaSouth KoreaU.S.Market Share Continues to Grow Year-over-Year Share for Top Markets by Mobile Game Spending,App Store and Google Play 2023 Sensor Tower Inc.-All Rights Reserved|39While the United States,th

113、e largest market by spend,continues to gain market share,Japan experienced double digit revenue decline year-over-year in 2022 and lost 2 percent market share in global mobile game revenue compared to 2021.Countries outside the top five have slowly gained market share,suggesting that mobile game pub

114、lishers have turned to less tapped markets with higher growth potential.Note:Revenue figures are gross revenue(including the cut taken by Apple or Google).China numbers only include App Store as Google Play is not available there200220%25%50%75%100%25%24%23%22%3%3%3%3%7%7%7%6%18%18%18%20%

115、19%21%22%23%29%28%28%26%U.S.JapanChinaSouth KoreaTaiwanOtherMobile Game Adoption Remains Stable After a Jump in 2020 Worldwide Quarterly Downloads of Mobile Games,App Store and Google Play 2023 Sensor Tower Inc.-All Rights Reserved|40Mobile game downloads grew dramatically beginning in Q1 2020 at th

116、e beginning of the pandemic,peaking in Q2 2020.Global downloads are currently stable at an average of 13.8B per quarter over the last two years.Although mobile game adoption has slowed since its peak in Q2 2020,it has remained well above pre-pandemic levels.Note:Revenue figures are gross revenue(inc

117、luding the cut taken by Apple or Google).03B6B10B13B16BQ1 2019Q2 2019Q3 2019Q4 2019Q1 2020Q2 2020Q3 2020Q4 2020Q1 2021Q2 2021Q3 2021Q4 2021Q1 2022Q2 2022Q3 2022Q4 202211.7B11.6B11.9B12.0B11.6B11.6B11.8B11.8B11.5B11.8B12.4B10.4B8.8B8.7B8.2B7.5B1.9B2.0B2.0B2.2B2.0B2.1B2.1B2.3B2.1B2.3B2.7B3.0B2.3B2.4B2

118、.2B2.2BApp StoreGoogle Play+25%-2%-1%Subway Surfers Climbs to the No.1 Mobile Game in 2022Top mobile games by worldwide downloads on App Store and Google Play 2023 Sensor Tower Inc.-All Rights Reserved|41Sports&RacingMid-CoreGame ClassCasualCasino1PUBG MobileTencentGarena Free FireGarenaSubway Surfe

119、rsSybo GamesFun Race 3DGood Job GamesColor Bump 3DGood Job GamesCall of Duty:MobileActivision BlizzardMy Talking Tom 2Outfit7Run Race 3DGood Job GamesSand BallsSayGamesHomescapesPlayrix234567891020191Among UsInnerSlothGarena Free FireGarenaSubway SurfersSybo GamesPUBG MobileTencentHunter AssassinRub

120、y Game StudioGardenscapes PlayrixBrain OutFocus AppsLudo KingGametionHomescapesPlayrix23456789102020NEWNEW-1Garena Free FireGarenaSubway SurfersSybo GamesPUBG MobileTencentRobloxRobloxCandy Crush SagaKingLudo KingGametionBridge RaceSupersonic StudiosJoin Clash 3DSupersonic StudiosAmong UsInnerSlothH

121、air ChallengeRollic Games23456789102021+1+1NEWTiles HopAmanotesNEW+2Stumble GuysKitka GamesCandy Crush SagaKingRobloxRobloxRace Master 3DSayGamesBridge RaceSupersonic StudiosPUBG MobileTencentMy Talking Tom 2Outfit73456789102022-+1+11Subway SurfersSybo GamesGarena Free FireGarena2Ludo KingGametion-6

122、NEW+1-1NEW-3NEWNEW+1NEWNEWNEW-8NEWNEWNEW-3India Leads the Way in Mobile Game Adoption Top Markets by Mobile Game Downloads,App Store and Google Play 2023 Sensor Tower Inc.-All Rights Reserved|42India remains the largest market for downloads,accumulating 17 percent of the worldwide total for the thir

123、d consecutive year in 2022.Four of the top five countries globally by mobile game downloads have stable market share,with the U.S.as the only exception.The U.S.lost 3 percentage points in 2022 compared to 2019.While 75 percent of mobile game revenue in 2022 was concentrated among the five largest ma

124、rkets,the top five by downloads combined accounted for only 44 percent of the installs.This divergence illustrates the difficulty in driving user spend in mobile games relative to new user acquisition in most markets.Note:Revenue figures are gross revenue(including the cut taken by Apple or Google).

125、China numbers only include App Store as Google Play is not available there.$0$500M$1.0B$1.5B$2.0B$2.5B$3.0BQ1 2019Q2 2019Q3 2019Q4 2019Q1 2020Q2 2020Q3 2020Q4 2020Q1 2021Q2 2021Q3 2021Q4 2021Q1 2022Q2 2022Q3 2022Q4 2022India 13%Y/YBrazil 2%Y/YU.S.-9%Y/YIndonesia 5%Y/YRussia-11%Y/YRussiaIndiaU.S.Braz

126、ilIndonesiaIndia Accounted for 17 Percent of Downloads in 2022 Market Share for Top Markets by Mobile Game Downloads,App Store and Google Play 2023 Sensor Tower Inc.-All Rights Reserved|43As the smartphone penetration rate in India increased in recent years,it has become the largest market for mobil

127、e game downloads.In contrast,the U.S.market has been shrinking,showing negative growth year-over-year since 2019.Downloads in the U.S.decreased 12.8 percent from 1.3B in Q4 2020 to 1.1B in Q4 2022.Consequently,Brazil has replaced the U.S.as the second largest market by downloads.Russia has seen decl

128、ining downloads since Q2 2022,following the onset of the Russia-Ukraine war,with the last three quarters showing negative growth year-over-yea.Downloads in Russia decreased 11 percent in Q4 2022.Note:Revenue figures are gross revenue(including the cut taken by Apple or Google).China numbers only inc

129、lude App Store as Google Play is not available there.200220%25%50%75%100%56%55%55%56%5%5%5%6%6%6%5%5%8%8%8%8%8%9%10%11%17%17%17%14%IndiaU.S.BrazilIndonesiaRussiaOtherMarket Overview:United States 2023 Sensor Tower Inc.-All Rights Reserved|44Game Revenue in U.S.Declined 6 Percent in 2022 U

130、.S.Quarterly Gross Revenue From Mobile Games,App Store and Google Play 2023 Sensor Tower Inc.-All Rights Reserved|45The size of the U.S.mobile games market decreased each quarter in 2022 year-over-year by at least 5 percent each quarter.While revenue on App Store remained stable in Q4 2022,consumer

131、spending on Google Play declined by 12 percent year-over-year,falling by$291M in gross revenue.Despite a decline in Q4 2022,the U.S.is still the top market for mobile gaming,accounting for 29 percent of global market share in revenue.Note:Revenue figures are gross revenue(including the cut taken by

132、Apple or Google).$0$1B$2B$3B$4B$5B$6B$7BQ1 2019Q2 2019Q3 2019Q4 2019Q1 2020Q2 2020Q3 2020Q4 2020Q1 2021Q2 2021Q3 2021Q4 2021Q1 2022Q2 2022Q3 2022Q4 20222.2B2.2B2.3B2.3B2.5B2.6B2.8B2.7B2.4B2.4B2.6B1.9B1.9B1.8B1.8B1.7B3.4B3.4B3.4B3.4B3.5B3.4B3.4B3.4B3.2B3.3B3.5B2.6B2.4B2.3B2.2B2.1BApp StoreGoogle Play

133、+29%+8%-6%Candy Crush,Roblox,and Coin Master Top Mobile Games by U.S.Revenue on App Store and Google Play 2023 Sensor Tower Inc.-All Rights Reserved|46Sports&RacingMid-CoreGame ClassCasualCasino1Candy Crush SagaKingRobloxRobloxClash of ClansSupercellPokmon GONianticCoin MasterMoon ActiveHomescapesPl

134、ayrixSlotomaniaPlaytikaPUBG MobileTencentFortniteEpic GamesToon BlastPeak Games234567891020191RobloxRobloxCandy Crush SagaKingCoin MasterMoon ActivePokmon GONianticGardenscapesPlayrixHomescapesPlayrixClash of ClansSupercellSlotomaniaPlaytikaCall of Duty:MobileActivision Blizzard23456789102020+1-1+2N

135、EW1RobloxRobloxCandy Crush SagaKingCoin MasterMoon ActiveGarena Free FireGarenaHomescapesPlayrixGenshin ImpactmiHoYoPokmon GONianticClash of ClansSupercellCall of Duty:MobileActivision BlizzardPUBG MobileTencent23456789102021-1-1PUBG MobileTencen-1-1Coin MasterMoon ActiveEvony:The Kings ReturnMoon A

136、ctiveRoyal MatchKingClash of ClansSupercellHomescapesPlayrixBingo BlitzCygamesJackpot PartySony3456789102022NEW1Candy Crush SagaKingRobloxRoblox2Pokmon GONiantic-NEW+1-1-4-1NEW-NEWNEW-1+1NEWNEW-1+1U.S.Game Installs Have Fallen Below Pre-Pandemic Levels U.S.Quarterly Downloads of Mobile Games,App Sto

137、re and Google Play 2023 Sensor Tower Inc.-All Rights Reserved|47The United States saw strong download growth year-over-year at the start of the pandemic,seeing its largest Y/Y growth in Q1 2020 at 25 percent.Mobile game downloads have fallen considerably since.In the past two years,Q4 downloads decl

138、ined year-over-year.In the U.S.,downloads fell below pre-pandemic levels in Q4 2021,and the decline continued in 2022.Because of this,Brazil has displaced U.S.as the second largest market for mobile game downloads.0300M600M900M1.2B1.5BQ1 2019Q2 2019Q3 2019Q4 2019Q1 2020Q2 2020Q3 2020Q4 2020Q1 2021Q2

139、 2021Q3 2021Q4 2021Q1 2022Q2 2022Q3 2022Q4 2022577M569M596M609M591M581M585M642M622M628M673M649M596M600M560M544M530M545M609M640M626M587M613M664M648M699M761M757M673M650M630M576MApp StoreGoogle Play0%-4%-9%Subway Surfers Continues Its Climb Towards the No.1 SpotTop Mobile Games by U.S.Downloads on App

140、Store and Google Play 2023 Sensor Tower Inc.-All Rights Reserved|48Sports&RacingMid-CoreGame ClassCasualCasino1Call of Duty:MobileActivision BlizzardColor Bump 3DGood Job GamesAquapark.ioVoodooMario Kart TourNintendoRobloxRobloxWordscapesPeopleFunFun Race 3DGood Job GamesRun Race 3DGood Job GamesMr

141、BulletLion StudiosPolyspherePlaygendary234567896789102020NEWNEW1RobloxRobloxProject MakeoverAppLovinAmong UsInnerSlothHigh HeelsZyngaCall of Duty:MobileActivision BlizzardBridge RaceSupersonic StudiosSubway SurfersSybo GamesMagic Tiles 3AmanotesCount MastersTap2PlayPaper FoldGood Job Game

142、s23456789102021+1Among UsInnerSlothRobloxRobloxCall of Duty:MobileActivision BlizzardSubway SurfersSybo GamesBrain TestUnico StudiosCoin MasterMoon ActiveMagic Tiles 3AmanotesFishdomPlayrixTangle Master 3DZyngaWoodturningVoodooNEW3456789102022+412Wordle!AppLovinAmong UsInnerSlothStumble GuysKitka Ga

143、mesFishdomPlayrixSurvivor!.ioHabbyParking Jam 3DPopcore GamesCall of Duty:MobileActivision BlizzardRobloxRobloxSubway SurfersSybo GamesCount MastersTap2PlayNEWNEWNEWNEWNEWNEWNEW-2NEWNEW+3NEW-1-4NEW-1-2NEW-+3NEW-3NEWNEW-3Market Overview:Europe 2023 Sensor Tower Inc.-All Rights Reserved|49Game Revenue

144、 in Europe Declined in 2022 Europe Quarterly Gross Revenue From Mobile Games,App Store and Google Play 2023 Sensor Tower Inc.-All Rights Reserved|50Mobile game consumer spending in Europe reached$2.8B in Q4 2021,an all-time high and up 7 percent year-over-year.However,in Q4 2022,revenue decreased by

145、 11 percent year-over-year to$2.3B.This decline was similar on both platforms,with App Store revenue down 9 percent year-over-year in Q1 2021 compared to 13 percent down year-over-year on Google Play.Google Play remains the larger platform,with$1.4B in gaming revenue compared to$1.2B on App Store du

146、ring Q4 2022.Although mobile game revenue has declined since its peak in Q4 2021,it has remained well above pre-pandemic levels.Note:Revenue figures are gross revenue(including the cut taken by Apple or Google).$0$500M$1B$1.5B$2B$2.5B$3BQ1 2019Q2 2019Q3 2019Q4 2019Q1 2020Q2 2020Q3 2020Q4 2020Q1 2021

147、Q2 2021Q3 2021Q4 2021Q1 2022Q2 2022Q3 2022Q4 20221.4B1.3B1.3B1.4B1.6B1.5B1.5B1.5B1.5B1.4B1.4B1.2B1.1B1.1B1.0B991M1.1B1.1B1.1B1.2B1.2B1.2B1.2B1.2B1.1B1.0B1.1B905M893M845M784M754MApp StoreGoogle Play+29%+7%-11%Fishdom Broke into the Top Grossing Mobile Games in EuropeTop Mobile Games by Europe Revenue

148、 on App Store and Google Play 2023 Sensor Tower Inc.-All Rights Reserved|51Sports&RacingMid-CoreGame ClassCasualCasino1Coin MasterMoon ActiveCandy Crush SagaKingClash of ClansSupercellBrawl StarsSupercellGardenscapesPlayrixHomescapesPlayrixPokmon GONianticEmpires&PuzzlesSmall Giant GamesGuns of Glor

149、yFunPlusClash RoyaleSupercell234567891020191King234567891020201Coin MasterMoon ActiveRobloxRobloxPUBG MobileTencentState of SurvivalFunPlusGardenscapesPlayrixBrawl StarsSupercellCandy Crush SagaKingHomescapesPlayrixPokmon GONianticClash of ClansSupercell23456789102021-3-Coin MasterMoon ActiveBrawl S

150、tarsSupercellPUBG MobileTencentGardenscapesPlayrixPokmon GONianticRobloxRobloxCandy Crush SagaHomescapesPlayrixState of SurvivalFunPlusClash of ClansSupercell-6-02212RobloxRobloxPUBG MobileTencentState of SurvivalFunPlusClash of ClansSupercellHomescapesPlayrixFishdomCygamesPokmon GONianti

151、cMoon ActiveMoon ActiveCandy Crush SagaKingGardenscapesPlayrix+3-5-2NEW-NEW+3-+2NEW+1+2NEW+4+6+2-4-4-1-3+2-1-Russia Fell Out of the Top 5 Markets in Europe for the First Time Top European Markets by Mobile Game Revenue,App Store and Google Play 2023 Sensor Tower Inc.-All Rights Reserved|52Mobile gam

152、e revenue declined across the five biggest markets in Europe during Q4 2022(Germany,U.K.,France,Russia,and Italy).Russia has seen significant decline for the first time in Q2 2022 following the onset of the Russia-Ukraine war,with consumer spending dropping 68 percent compared to Q1 2022.Russias pla

153、yer spending remained below$70M each quarter in the last three quarters.Note:Revenue figures are gross revenue(including the cut taken by Apple or Google).$0$100M$200M$300M$400M$500M$600M$700MQ1 2019Q2 2019Q3 2019Q4 2019Q1 2020Q2 2020Q3 2020Q4 2020Q1 2021Q2 2021Q3 2021Q4 2021Q1 2022Q2 2022Q3 2022Q4

154、2022Germany-6%Y/YFrance-4%Y/YU.K-13%Y/YRussia-72%Y/YItaly-3%Y/YSwitzerland-3%Y/YItalyGermanyU.K.FranceRussiaSwitzerlandMobile Game Installs in Europe Fall to Pre-Pandemic Levels European Quarterly Downloads From Mobile Games,App Store and Google Play 2023 Sensor Tower Inc.-All Rights Reserved|53Mobi

155、le game installs in Europe were down 8 percent in Q4 2022,compared to the same period in 2021.This was the second consecutive year that Europe saw negative growth in mobile game downloads in Q4.Google Play remains the most relevant mobile game marketplace in Europe,accounting for 83 percent of the m

156、arket share in downloads in 2022.Note:Revenue figures are gross revenue(including the cut taken by Apple or Google).$0$1B$2B$3B$4BQ1 2019Q2 2019Q3 2019Q4 2019Q1 2020Q2 2020Q3 2020Q4 2020Q1 2021Q2 2021Q3 2021Q4 2021Q1 2022Q2 2022Q3 2022Q4 20222.3B2.2B2.2B2.7B2.5B2.3B2.3B2.7B2.5B2.3B2.6B2.6B2.2B2.1B1.

157、9B2.0B462M483M484M544M525M481M484M553M545M536M616M673M603M575M531M539MApp StoreGoogle Play+11%-2%-8%Stumble Guys Broke into the Top 3 Games by Europe DownloadsTop Mobile Games by Europe Downloads on App Store and Google Play 2023 Sensor Tower Inc.-All Rights Reserved|54Sports&RacingMid-CoreGame Clas

158、sCasualCasino1Brawl StarsSupercellColor Bump 3DGood Job GamesFun Race 3DGood Job GamesCall of Duty:MobileActivision BlizzardHomescapesPlayrixRun Race 3DGood Job GamesSand BallsSayGamesAquapark.ioVoodooPUBG MobileTencentSubway SurfersSybo Games234567896789102020NEW1Count MastersTap2PlayRob

159、loxRobloxAmong UsInnerSlothBrawl StarsSupercellPhone Case DIYPhone Case DIYDOP 2SayGamesSubway SurfersSybo GamesHair ChallengeZyngaGoing BallsSupersonic StudiosPUBG MobileTencent23456789102021Among UsInnerSlothBrawl StarsSupercellGardenscapesPlayrixBrain TestUnico StudiosSubway SurfersSybo GamesRobl

160、oxRobloxPUBG MobileTencentBrain OutFocus AppsTiles HopAmanotesWoodturningVoodoo345678910202212NEWNEWNEWNEWNEWNEWNEWNEW-2-3NEW-9-1NEW+5+2-3NEW+4-2-NEWNEWRobloxRobloxAmong UsInnerSlothGoing BallsSupersonic StudiosPUBG MobileTencentSnake.ioKooappsCount MastersTap2PlaySubway SurfersSybo GamesStumble Guy

161、sKitka GamesWords of WondersFugoRace Master 3DSayGames+4NEW-1+5NEW+2Russia Continued to Drive European Game Downloads Top European Markets by Mobile Game Revenue,App Store and Google Play 2023 Sensor Tower Inc.-All Rights Reserved|55Each of the five top European markets saw downloads decline year-ov

162、er-year in Q4 2022.Russia saw a particularly severe decline,down 11 percent year-over-year.Despite its decline in adoption,Russia is still the top market for mobile gaming in Europe,with 673M downloads.It accounted for 24 percent of downloads in Europe in Q4 2022,followed by Turkey at 16 percent.$0$

163、100M$200M$300M$400M$500M$600M$700M$800MQ1 2019Q2 2019Q3 2019Q4 2019Q1 2020Q2 2020Q3 2020Q4 2020Q1 2021Q2 2021Q3 2021Q4 2021Q1 2022Q2 2022Q3 2022Q4 2022Russia-11%Y/YU.K.-9%Y/YTurkey-3%Y/YGermany-3%Y/YFrance-8%Y/YGermanyRussiaTurkeyU.KFranceMarket Overview:Asia 2023 Sensor Tower Inc.-All Rights Reserv

164、ed|56Game Revenue in Asia Declined 14 Percent Year-Over-Year Asias Quarterly Gross Revenue From Mobile Games,App Store and Google Play 2023 Sensor Tower Inc.-All Rights Reserved|57Asias mobile game revenue declined quarter-over-quarter in 2022,from$11.2B in Q1 to$9.5B in Q4,down 15 percent.The reven

165、ue decline was more pronounced on Google Play at 20 percent compared to App Store,which decreased by 12 percent.Following the same trend observed in the U.S.market,mobile game revenue in Asia also declined during Q4 2022 year-over-year.Where the U.Ss gaming spend dropped 6 percent,spend in Asia was

166、down 14 percent.Despite this,Asia still remains by far the most lucrative region for mobile game revenue,led by China and Japan.Note:Revenue figures are gross revenue(including the cut taken by Apple or Google).$0$2B$4B$6B$8B$10B$12BQ1 2019Q2 2019Q3 2019Q4 2019Q1 2020Q2 2020Q3 2020Q4 2020Q1 2021Q2 2

167、021Q3 2021Q4 2021Q1 2022Q2 2022Q3 2022Q4 20223.1B3.3B3.2B3.8B3.8B4.0B3.8B4.1B3.8B3.8B3.5B3.3B3.0B3.1B2.8B3.0B6.5B6.7B7.0B7.4B7.2B7.9B7.3B7.8B7.3B7.3B6.7B6.7B6.0B6.2B5.6B5.7BApp StoreGoogle Play+22%0%-14%Honor of Kings Continues to Lead Mobile Games in AsiaTop Mobile Games by Asia Revenue on App Stor

168、e and Google Play 2023 Sensor Tower Inc.-All Rights Reserved|58Sports&RacingMid-CoreGame ClassCasualCasino1SonyMixiHonor of KingsTencentFate/Grand OrderPUBG MobileTencentMonster StrikeFantasy Westward JourneyNetEaseLineage MNCSOFTPuzzle&DragonsGungHoPerfect WorldTencentKnives OutNetEaseDragon Ball Z

169、 Dokkan BattleBandai Namco234567896789102020+1NEW1Honor of KingsTencentPUBG MobileTencentGenshin ImpactmiHoYoUma Musume Pretty DerbyCygamesFantasy Westward JourneyNetEaseFate/Grand OrderSonyThree Kingdoms TacticsNianticMonster StrikeMixiPro Baseball Spirits AKonamiLineage2MNCSOFT234567891

170、02021-NEWNEWHonor of KingsTencentPUBG MobileTencentMonster StrikeMixiFate/Grand OrderSonyThree Kingdoms TacticsAlibabaLineage MNCSOFTLineage2MNCSOFTFantasy Westward JourneyNetEaseAFK ArenaLilith GamesKnives OutNetEaseNEW-33456789102022+1-1+212Genshin ImpactmiHoYoMonster StrikeMixiThree Kingdoms Tact

171、icsNianticLineage WNCSOFTFate/Grand OrderSonyFantasy Westward JourneyNetEaseLineage MNCSOFTHonor of KingsTencentPUBG MobileTencentUma Musume Pretty DerbyCygames-+1-3-NEW-2NEW-2+1-5-NEW-2-2+2Mobile Game Adoption in Asia Grew in Q4 2022 Asias Quarterly Mobile Game Downloads,App Store and Google Play 2

172、023 Sensor Tower Inc.-All Rights Reserved|59Mobile game installs in Asia remained stable at above 5.5B each quarter following big gains beginning in Q1 2020.Downloads in 2022 are now 45 percent higher than 2019.The vast majority of game installs in Asia came from Google Play,driven largely by countr

173、ies like India and Indonesia where Android phones are much more popular than iPhones.About 89 percent of downloads in Q4 2022 were from Google Play,up from 71 percent in Q1 2018.Note:Google Play is officially not available in China.Android users in this region typically use alternative app stores,su

174、ch as Tencent MyApp,360 Mobile Assistant,Xiaomi App Store,Huawei AppGallery.Note:Revenue figures are gross revenue(including the cut taken by Apple or Google).01B2B3B4B5B6B7BQ1 2019Q2 2019Q3 2019Q4 2019Q1 2020Q2 2020Q3 2020Q4 2020Q1 2021Q2 2021Q3 2021Q4 2021Q1 2022Q2 2022Q3 2022Q4 20225.2B5.1B5.5B5.

175、1B4.9B5.1B5.4B4.8B4.9B5.3B5.4B4.1B3.5B3.4B3.4B2.8B635M701M634M683M598M757M679M761M618M744M903M1.2B746M893M790M822MApp StoreGoogle Play+31%0%+6%Ludo King Led All Mobile Games in AsiaTop Mobile Games by Asia Downloads on App Store and Google Play 2023 Sensor Tower Inc.-All Rights Reserved|60Sports&Rac

176、ingMid-CoreGame ClassCasualCasino1PUBG MobileTencentGarena Free FireGarenaLudo KingGametionSubway SurfersSybo GamesMobile Legends:Bang BangMoontonFun Race 3DGood Job GamesMy Talking Tom 2Outfit7Temple Run 2Imangi StudiosCarrom PoolMiniclipCandy Crush SagaKing234567896789102020NEWNEW123456

177、78910Ludo KingGametionGarena Free FireGarenaPUBG MobileTencentSubway SurfersSybo GamesCandy Crush SagaKingJoin Clash 3DSupersonic StudiosCarrom PoolMiniclipBridge RaceSupersonic StudiosWorms Zone.ioAzur InteractiveSubway Princess RunnerIvy2021NEWLudo KingGametionGarena Free FireGarenaAmong UsInnerSl

178、othPUBG MobileTencentHunter AssassinRuby Game StudioSubway SurfersSybo GamesBrain OutFocus AppsWorms Zone.ioAzur InteractiveGardenscapesPlayrixCarrom PoolMiniclipNEW345678910202212Subway SurfersSybo GamesPUBG MobileTencentCandy Crush SagaKingBubble ShooterIvy MobileBridge RaceSupersonic StudiosTempl

179、e Run 2Imangi StudiosMy Talking Tom 2Outfit7Ludo KingGametionGarena Free FireGarenaCarrom PoolMiniclipNEW+3-3+1NEW-1NEWNEWNEW-2NEW+2NEW+4+2-NEW-3-+1India Leads in Download Growth in Asia Top Asian Markets by Mobile Game Downloads,App Store and Google Play 2023 Sensor Tower Inc.-All Rights Reserved|6

180、1India is the largest mobile games market by downloads in the world.During the last quarter,India game downloads were up 13 percent year-over-year to more than 2.5B.This was more than triple the No.2 market,Indonesia,which generated 8.4B during the quarter.Even though Philippines is a smaller market

181、,it performed well,with stable growth over the past few years,rising by 133 percent from Q1 2019 to Q4 2022.If this trends continues into 2023,Philippines may surpass Vietnam as the third largest market by downloads in Asia.0500M1.0B1.5B2.0B2.5B3.0BQ1 2019Q2 2019Q3 2019Q4 2019Q1 2020Q2 2020Q3 2020Q4

182、 2020Q1 2021Q2 2021Q3 2021Q4 2021Q1 2022Q2 2022Q3 2022Q4 2022India+13%Y/YVietnam-1%Y/YIndonesia+5%Y/YChina-3%Y/YPhilippines+1%Y/YPhilippinesIndiaIndonesiaVietnamChinaConclusion 2023 Sensor Tower Inc.-All Rights Reserved|62 2022 Sensor Tower Inc.-All Rights Reserved 2022 Sensor Tower Inc.-All Rights

183、Reserved|Mobile gaming downloads and revenue have been affected by multiple factors in 2022,including ATT policies that impact cost per install,the economic recession affecting user acquisition budget and the overall post-covid cultural and macroeconomic recovery.Although mobile game adoption has sl

184、owed since its peak in Q2 2020,it has remained well above pre-pandemic levels.Global downloads are currently stable at an average of 13.8B per quarter in the past two years.China,with relatively stable revenue,has replaced Japan as the second largest mobile games market since Q2 2022.India remains t

185、he largest market for downloads,accumulating 17 percent of the worldwide total for the third consecutive year in 2022.The RPG and Shooter genres saw the steepest decrease in revenue worldwide,falling 14 percent and 22 percent,respectively.Action was the only genre to show positive growth in both rev

186、enue and downloads,up 9 percent in gross revenue and 13 percent in downloads year-over-year,fueled by Hybridcasual titles like Survivor!.io Simulation surpassed Puzzle as the No.3 Genre by downloads,fueled by Roblox and a new trend in Simulators,Sandbox and Tycoon Hybridcasual games.Hypercasual down

187、loads saw an 18 percent year-over-year decline,while Hybridcasual grew by 13 percent.Key Takeaways:Overall 2023 Sensor Tower Inc.-All Rights Reserved|63 2022 Sensor Tower Inc.-All Rights Reserved 2022 Sensor Tower Inc.-All Rights Reserved|All of the worlds top 10 revenue generating mobile games in 2

188、022 support their titles through Live Ops content releases.On average,an Action game with Live Ops can generate 30 times more in revenue than a game without Live Ops.The European Commission is investigating stricter policies around monetization practices like Loot Boxes,contributing to uncertainty a

189、round the long term viability of this monetization feature in the region.The stakes are high as 63 percent of all mobile game revenue in the EU is generated by games with Loot Boxes.Crypto/NFT game downloads declined quickly in the second half of 2022,from 46M in H122,to 29M in H222.Character Collec

190、tion is the most prevalent meta feature among top titles,with 70 percent of top grossing titles including this feature,followed by Social Clans,with 60 percent.Netflix entered as a new player in mobile games.Between November 2021 and December 2022,its titles generated more than 28M downloads globall

191、y across App Store and Google Play,led by Stranger Things:1984,which received 4M downloads.Theres a clear trend in game design of mobile developers utilizing the Hybridcasual product model over recently successful PC/Console game patterns.Key Takeaways:Overall 2023 Sensor Tower Inc.-All Rights Reser

192、ved|64Sensor Tower SolutionsStore Intelligence Make strategic decisions with the industrys most accurate estimates.App Intelligence Drive organic growth with the leading App Store Optimization platform.Ad Intelligence Develop winning User acquisition campaigns with crucial mobile advertising insight

193、s.Usage Intelligence Benchmark app usage,engagement,and demographics.App Teardown Evaluate which SDKs apps are using and measure SDK adoption across market segments.Consumer Intelligence Access unfiltered mobile user engagement for financial analysis.2023 Sensor Tower Inc.-All Rights Reserved|65L O

194、N D O NS A N F R A N C I S C OS H A N G H A IS E O U LSensor Tower is the leading solution for mobile marketers,app developers,and industry analysts who demand competitive insights on the mobile economy.Sensor Towers product suite includes:Top Charts,App Intelligence,Store Intelligence,Ad Intelligen

195、ce,and Usage Intelligence.2022 Sensor Tower Inc.-All Rights ReservedAbout Sensor TowerContact Info: sensortower 2023 Sensor Tower Inc.-All Rights Reserved|66 2022 Sensor Tower Inc.-All Rights Reserved 2022 Sensor Tower Inc.-All Rights Reserved|2023 Sensor Tower Inc.-All Rights Reserved|67This report

196、 and all original content contained within are wholly owned by Sensor Tower,Inc.2022.Modification,republication,distribution,or other unauthorized usage violate this copyright,unless express permission has been granted.App icons,images,and other branding assets are property of their respective publi

197、shers and are used expressly for the purpose of editorial commentary.If you would like to republish any of the data contained in this report,please email for further information on how to do so.Were always happy to work with news organizations to provide custom data,insights and commentary.Contact for help.Sensor Tower Terms of Use