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SENSOR TOWER · SEEMA SHAH · JANUARY 2024
3Q23 Mobile Gaming Company Results and Trends
Changes in the top publisher rankings by in-app bookings across different categories of games are examined, with some categories (such as Casino and Sports & Racing) experiencing more shifts than others (such as Action & Strategy and Lifestyle & Puzzle). Also, Roblox reported Q3 2023 results around DAUs and engagement moved directionally in line with Sensor Tower estimates.
Key Takeaways:
Casino games have outperformed other titles over the past year, as the genre has grown increasingly popular. From 1Q23-3Q23, ST data shows Casino game IAP bookings have increased an average of 11% YoY, per quarter, vs Sports & Racing (+8%), Lifestyle & Puzzle (+4%), and Action & Strategy (-9%) titles
Becoming the “Temu” of games in 2023, Scopely’s Monopoly Go helped the publisher seize a commanding market share (~21% of IAP bookings) in the Social Casino space from leading players. In 3Q22, Moon Active held the commanding share of IAP bookings at 23% while Playtika (20%), Pixel United (17%), Netmarble (11%), DoubleU (8%), and Light and Wonder (6%) followed. Double U saw its share of IAP bookings fall from 8% in 3Q22 to 4% in 3Q23, as it likely lost share to top players in the space (such as Scopely)
Konami continued to lead the pack in the Sports & Racing class of games in 3Q23 (at 32% of IAP bookings vs 30% in 3Q22), yet the broader space has been shaken up by the popularity of newer titles from EA (23%) and NetEase (17%)
Per ST data, incumbent Take-Two ceded share in the Sports & Racing space to publishers with breakout new hits in the genre. IAP bookings for its Sports & Racing portfolio declined an average of 10% YoY, per quarter, from 1Q23-3Q23, in line with declines in its broader mobile portfolio
Roblox exceeded 3Q23 street estimates for both its reported EPS and revenue. ST DAUs for Roblox in 3Q23 (+29% YoY) increased in line with growth in the company’s reported global DAUs (+20% YoY). ST data also shows that 3Q23 Roblox mobile user hours engaged/day (+30% YoY) increased in line with the company’s reported hours engaged across all platform (+20% YoY)
ST Audience Insights data for US users in 3Q23 suggests Roblox has a plethora of opportunities to partner with major brands across Sports Games, Racing Games, and Graphics & Design apps to launch in-game events and activations that spur consumer engagement and brand awareness
For more information, request the full report from reports@sensortower.com.
Written by: Seema Shah, VP, Insights
Date: January 2024