Let’s Play: Quick Look at Mobile Gaming Trends

Key Takeaways:

• Monopoly Go! has rapidly grown both its global in-app purchase (IAP) revenue and downloads, surpassing Coin Master

  • Monopoly Go’s IAP reached $55mn in Jul’23, just $5mn shy of Coin Master’s $61mn; this 62% MoM gain in IAP revenue significantly outpaced Coin Master’s growth, which averaged -0.5% per month from Jan’23 to Jul’23, per ST data

  • Monopoly Go’s average download growth of 185% MoM from Apr’23 to Jul’23 soared past the more saturated Coin Master’s average download growth rate of -10% MoM over the same period

• SciPlay continues to hit the earnings jackpot, with 2Q23 reported revenue rising nearly 40% YoY to $190mn, inline with ST’s revenue growth estimate of 28% YoY and led by ongoing strength from its three leading franchises, Jackpot Party, Quick Hit Slots and Gold Fish Casino Slots

• Royal Match has dethroned Candy Crush, with Royal Match’s worldwide monthly net revenue of $76mn eclipsing Candy Crush’s $70mn. And Royal Match may just be getting started: launched in 2020, its July 2023 revenues increased 135% YoY, and are up 50% from just May

• The US launch of Dream Game’s Royal Kingdom game appears imminent with the release of targeted ads in the market, per ST Ad Intel

  • Since its soft launch in Apr’23, Royal Kingdom has been downloaded 808k times within the UK, Canada and Turkey

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