Sensor Tower：2023年手机游戏报告

TheStateof

MobileGaming2023

AnAnalysisofMobileGamingMarketTrendsandTopTitlesintheU.S.,Europe,andAsia

03

10

THERISEOFHYBRIDCASUAL

EXTERNALGAMESUBSCRIPTIONS

NFT&CRYPTOGAMES

MONETIZATION&METAFEATURESTRENDS

MARKETOVERVIEW:WORLDWIDE

MARKETOVERVIEW:UNITEDSTATES,EUROPE,ASIA

CONCLUSION

18

23

27

35

44

62

GAMEGENRETRENDS

2|©2023SensorTowerInc.-AllRightsReserved

Trends

GameGenre

3|©2023SensorTowerInc.-AllRightsReserved

20212022

13.7B

Hypercasual

Arcade

Simulation

-10%

12.3B

6.0B

5.9B

-3%

4.8B4.8B

4.9B

4.5B

-0%

Puzzle

-8%

3.4B

3.0B

Lifestyle

Action

Tabletop

Shooter

Sports

Strategy

-11%

1.7B

1.9B+13%

1.9B

1.9B-1%

2.1B

1.8B-14%

1.6B

1.7B+8%

1.6B

1.5B-7%

$0$3B$6B$9B$12B

$15B

4|©2023SensorTowerInc.-AllRightsReserved

GenresSawMixed

Outcomesin2022

Top10GameGenresbyWorldwideDownloads,

AppStoreandGooglePlay

Mobilegamedownloadsareaffectedbymultiplefactorstoday,includingATTpoliciesthatimpactcostperinstall,therecessionaffectinguseracquisitionbudgetsandtheoverallpost-covidculturalandmacroeconomicrecovery.

Butevenifthesefactorsinfluencethewholemobilegamingecosystem,sometypesofgamesaremoreaffectedthanothers.Why?

Thetopfivegenresbydownloadsin2022werethesameasin2021.Hypercasualremainedontopinspiteofadecreaseof10percentin2022overall,adropof24percentinQ42022,andacontinuedtrenddownwardsin2023.

In2022,SimulationsurpassedPuzzleastheNo.3Genrebydownloads,fueledbyRobloxandanewtrendinSimulators,SandboxandTycoon/CraftinggamesutilizingaHybridcasualproductmodel.

Whileeachofthetop5genresexhibitednegativegrowthin2022,Actiongamesregistereddouble-digitgrowthat13percentindownloads,mainlyduetothestrongperformanceofShoot’emUpslikeSurvivor.ioandActionSandboxgameslikeSchoolPartyCraftwhichinheritsgamepatternsfrom

Roblox.

Q12019

Q22019

Q32019

Q42019

Q12020

Q22020

Q32020

Q42020

Q12021

Q22021

Q32021

Q42021

Q12022

Q22022

Q32022

Q42022

HypercasualArcadePuzzleSimulationLifestyle

4.0B

3.0B

2.0B

1.0B

Hypercasual-24%Y/Y

Arcade

-4%Y/Y

Simulation-10%Y/Y

Puzzle

-4%Y/Y

Lifestyle

-11%Y/Y

0

5|©2023SensorTowerInc.-AllRightsReserved

HypercasualSawMajorDeclineinDownloadsin2022

WorldwideDownloadGrowthbyGameGenre,AppStoreandGooglePlay

Aftertheexplosivegrowthoftheprecedingyears,downloadsofHypercasualgamesbegantrendingdownwardsinQ12022.InQ42022,Hypercasualgamedownloadsweredown24percentyear-over-yearto

2.7B.

TheprofitabilityoftheHypercasualproductmodelisdirectlylinkedtouseracquisitioncostsandmonetizationthroughtheuseofvideoads.Bothwereimpactedbymultiplefactorsin2022.

Hypercasualwasthefastestgrowinggenrebydownloadsduringthepandemic.Hypercasualdownloadswereup60percentyear-over-year2020,andup15percentin2021.Thistrend,however,reversedcoursein2022,anddownloadscontinuetrendingdownin2023.

ManyHypercasualdevelopersandpublishersaresearchingforsolutionstothisdecline.ThemostappealinghasbeenthetransitiontothenewHybridcasualproductmodel.

Q12019

Q22019

Q32019

Q42019

Q12020

Q22020

Q32020

Q42020

Q12021

Q22021

Q32021

Q42021

Q12022

Q22022

Q32022

Q42022

CasualCoreExclusiveAccessHybridcasualHypercasualMid-core

6.0B

4.5B

3.0B

1.5B

0

Casual

-5%Y/Y

Hypercasual

-18%Y/Y

Hybridcasual13%Y/Y

Mid-core

-5%Y/Y

Core

-15%Y/Y

ExclusiveAccess54%Y/Y

6|©2023SensorTowerInc.-AllRightsReserved

HybridcasualIstheNewCasual

WorldwideDownloadsbyProductModel,AppStoreandGooglePlay

It’sclearthatthemobilegamingecosystemisevolvingrapidly,withthemarketproducingnewinnovationsinresponsetochangeslikeATTandpost-covidplayerbehavior.

Changesincostperinstallandconsolidationbetweenpublishersanddevelopersareresultinginindustry-wideshiftsthatchallengeestablishedfinancialmodelsfordevelopingandoperatinggames.

SensorTower’sProductModeldescriptoridentifiesthecorebusinessstrategyofagame.Itanswersfundamentalfinancialquestionsaroundhowagamegeneratesrevenueandthecoststoacquireandretainplayers.

EachProductModelidentifiedbySensorTowerrepresentsadistinctbusinessstrategytofindandsustainprofitability.

In2022,theHypercasualproductmodelwasmostaffected,decreasingby1billionyearlydownloads,whereasHybridcasualsawa13percentincreaseindownloads.Atthesametime,ExclusiveAccess(meaninggamesonlyavailablethroughexternalsubscriptions,liketheNetflixandAppleArcadelibraries)sawa54percentincreaseindownloadsyear-over-year.

20212022

$23.5B

RPG

$20.2B

-14%

$17.5B

Strategy

$16.3B

-7%

$9.5B

$9.1B

Puzzle

-4%

$8.1B

$8.0B

Casino

-1%

$5.9B$4.6B

$4.9B

$4.5B

Shooter

Simulation

Action

Sports

Arcade

Tabletop

-22%

-9%

$4.1B

$4.5B

+9%

$3.2B

$2.7B-14%

$2.3B

$2.1B-7%

$1.7B

$1.8B+4%

$0$5B$10B$15B$20B

$25B

7|©2023SensorTowerInc.-AllRightsReserved

RevenueofMostTopGenres

Declinedin2022

Top10GameGenresbyWorldwideGrossRevenue,

AppStoreandGooglePlay

Amongthetopgenres,ActionandTabletopstoodoutastheonlytwoshowingpositivegrowthin2022,withrevenueincreasingby9percentand4percentyear-over-year,respectively.

TheActiongenrewasmostlyfueledbyMid-core‘forever’gameslikeGenshinImpact,DragonBallLegendsandMarvelContestofChampions.TrendingHybridcasualgameSurvivor.ioalsomadeacontributiontothegenre.

Incontrast,Shooterwastheworstperforminggenreintermsofrevenuegrowth,withworldwiderevenuedecreasing22percentyear-over-yearduring2022.WeseethethegenreconsolidatingtowardstopgrossinggameslikePUBGMobile,GarenaFreeFireandCallofDutyMobile.

AlthoughShooterstillrankedasthefifthlargestgenrein2022,iftheascentofActioncontinuesinto2023,itmaysurpassShootertobecomethefifthlargestgenrebyrevenue.

Q12019

Q22019

Q32019

Q42019

Q12020

Q22020

Q32020

Q42020

Q12021

Q22021

Q32021

Q42021

Q12022

Q22022

Q32022

Q42022

RPGStrategyPuzzleCasinoShooter

$7B

$6B

$5B

$4B

$3B

$2B

$1B

RPG-20%Y/Y

Strategy-12%Y/Y

Puzzle-7%Y/Y

Casino+1%Y/Y

Shooter-25%Y/Y

$0

8|©2023SensorTowerInc.-AllRightsReserved

RPGRevenueDownforthe

SeventhConsecutiveQuarter

WorldwideGrossRevenuebyGameGenre,AppStoreandGooglePlay

FourofthetopfivelargestgamegenresregisteredrevenuedeclinesinQ42022,withCasinoastheonlyexception.Shootersawthesteepestdecline,withrevenuefallingby25percentyear-over-yearinQ42022,followedbyRPG,whichdeclinedby20percent.

RPGsawadrasticdeclineinthepasttwoyears,withrevenuefallingfrom$6.1BinQ12021to$4.5BinQ42022,down26percent.

Despitethis,RPGstillrankedasthelargestgenrebyrevenuein2022.

Ifrecenttrendscontinue,StrategycouldovertakeRPGinthecomingyearsasthebiggestgenrebyrevenue.Withrelativelystablerevenue,StrategyhasnarrowedthegapwithRPGto$700MinrevenueinQ42022,downfromnearly$1.3Bayearprior.

Note:

Revenuefiguresaregrossrevenue(includingthecuttakenbyAppleorGoogle).

RPGStrategyPuzzleCasinoShooterSimulation

Other

Asia

39%

23%

4%4%7%2%

20%

NorthAmerica

12%18%21%20%4%9%

17%

Europe

12%23%19%12%5%10%

18%

0%

25%

50%

75%

100%

9|©2023SensorTowerInc.-AllRightsReserved

AsiaIsaMajorContributor

toRPGRevenue

MarketShareforGameGenresbyGrossRevenuein2022,

AppStoreandGooglePlay

RPGswerethemostpopularandlucrativegenreinthemobilegamingindustryinAsia,accountingfor39percentofmobilegamerevenuegeneratedin2022.

IncontrasttotheAsianmarket,NorthAmericanmobilegamingrevenueisdrivenbyawidervarietyofgenres,includingPuzzle,Casino,Strategy,andRPG.Eachofthosegenresgeneratedatleast12percentofallplayerspendinginNorthAmerica.

InEurope,themobilegamingindustryissimilarlydrivenbyadiverserangeofgenres.TheStrategygenreaccountedfornearlyaquarterofthemobilegamerevenueinEuropein2022.

TheRiseof

Hybridcasual

10|©2023SensorTowerInc.-AllRightsReserved

11|©2023SensorTowerInc.-AllRightsReserved

MyLittleUniverse

bySayGamesDownloadsin2022:18MRevenuein2022:$8.4M

DefinitionofHybridcasual

WhatisHybridcasual?

ArcherobyHabbyDownloadsin2022:6MRevenuein2022:$30M

TheHybridcasualproductmodelcombinestheapproachablecore

mechanicsfromHypercasualgameswithretentionandmonetization

featuresofMid-coreandCasualgames.

Thesegamesarecharacterizedby:

-EasytounderstandactivegameplaymechanicsthatrequirelowcognitiveeffortinheiritedfromHypercasualgames.

-SimplifiedlongtermmetafeatureslikeCharacterCollectionandProgressionassociatedwithMid-coregames.

-Hybridmonetizationstrategies,featuringcurrencybundlesandprogressionpacksfromCasualgames,andinterstitialsandrewardedadswith

implementationssimilartoHypercasualgames.

-OftenlowerproductioncoststhanCasualgames,andthustheutilizationof

moregenericassets,codebaseandlogicfromotherprojects-anoperational

strategypioneeredinHypercasual.

-AbroadappealtomultipleaudiencesduetoitsuniquecombinationofMid-

core,HypercasualandCasualpersonas.

12|©2023SensorTowerInc.-AllRightsReserved

99

NewHybridcasual

PercentageofTop10HybridcasualGameThemes

HybridcasualMobileGamesMarketOverview:

WorldwideHybridcasualGamesDownloads

(AppStoreandGooglePlay)

6.0B

5.0B

4.0B

3.0B

2.0B

1.0B

0

2019202020212022

5.1Billion

AppStore+GooglePlayDownloadsin2022

WorldwideHybridcasualGamesRevenue

(AppStoreandGooglePlay)

$1.5B

$1.0B

$500M

$0

2019202020212022

1.4Billion

AppStore+GooglePlayRevenuein2022

Gameslaunchedin2022

Abstract17%

TreasureHunter

4%

Crime

6%

Zombie

DungeonCrawler10%

Hypercasual

8%

Vehicles-Plane

7%

6%Stickmen

6%

CombatArena17%

Space18%

Jan.2022

Feb.2022

Mar.2022

Apr.2022

May2022

Jun.2022

Jul.2022

Aug.2022

Sep.2022

Oct.2022

Nov.2022

Dec.2022

Jan.2022

Feb.2022

Mar.2022

Apr.2022

May2022

Jun.2022

Jul.2022

Aug.2022

Sep.2022

Oct.2022

Nov.2022

Dec.2022

U.S.DownloadGrowthforHypercasualandHybridcasualGames

AppStore(indexedtoJan.2022)

Hybridcasual

20%

0%

-20%

-40%

-60%

Hypercasual

U.S.DownloadGrowthforHypercasualandHybridcasualGames

GooglePlay(indexedtoJan.2022)

30%20%10% 0%-10%-20%-30%

-40%

Hybridcasual

Hypercasual

13|©2023SensorTowerInc.-AllRightsReserved

Hyper&Hybridin2022

U.S.MonthlyDownloadGrowthforHypercasual&Hybridcasual,AppStoreandGooglePlay

BetweenJuneandAugust2022,weseethetrendforUSdownloadsstarttoshifttowardHybridcasual,fueledbyStumbleGuys,acquiredduringthissameperiodbyScopely.StumbleGuysembracestheSocialPartymetafromRobloxandmini-gamepatternsborrowedfromsuccessfulPCandconsolegameFallGuys:UltimateKnockdown.

Hypercasual’sgrowthreachedaninflectionpointinQ42022,whileHybridcasualinitiateditssecondwaveofdownloads,withgamessuchasSurvivor!.ioamassingmorethan21Mdownloadsworldwideduringthisquarter.Survivor!.ioisamobilegamepublishedbyHabbythatutilizesgamepatternsfromsuccessfulpixel-graphicandPCgameVampire

Survivors.

Fromagamedesignperspective,there’sacleartrendofmobilepublishersutilizingtheHybridcasualproductmodelwithgamesinspiredbyrecentsuccessesfromthePC/consolespace.

SensorTowerGameIntelligencecanidentifyemergingtrendsandmarketshiftstohelpdriveyourproductstrategy.

RaceMaster3D-CarRacing

SayGames

No.2Hybridcasualgamebydownloadin2022

WorldwideReleasedDate:8/1/2021

All-TimeDownload:205M

All-TimeRevenue:$2.38M

MyMiniMart

SupersonicStudios

No.14Hybridcasualgamebydownloadin2022WorldwideReleasedDate:12/18/2021All-TimeDownload:71.2M

All-TimeRevenue:$3.2M

TripleMatch3D

Miniclip

No.214Hybridcasualgamebydownloadin2022

WorldwideReleasedDate:4/13/2022

All-TimeDownload:6M

All-TimeRevenue:$69.6M

RushRoyale:TowerDefenseTD

UPWAKE.ME

No.74Hybridcasualgamebydownloadin2022WorldwideReleasedDate:10/9/2020All-TimeDownload:43.9M

All-TimeRevenue:$137M

14|©2023SensorTowerInc.-AllRightsReserved

HypercasualandCasualDevelopersJointheHybridWave

MoreHybridcasualGamesReleasedinrecentyears

SomeidentifyHybridcasualasanevolutionofHypercasual,goingasfarastocallthesegamesHypercasual2.0.However,ifwedivedeeperintothemorethan700Hybridcasualgamesreleasedinrecentyears,weseethatthisproductmodelisalsobeingadoptedbystudiosthatfocusonCasualandMid-coregames.

SayGamestransitionedfromHypertoHybridveryearly,allowingthemtogeneratehitssuchasRaceMaster3D(ArcadeRacing),andMyLittleUniverse(TycoonCrafting).Revenuefromtheirgamesachieved2Xgrowthin2022.

Miniclip’sTripleMatch3DcombinesPairgamepatternsaimedatcasualplayerswiththeHybridcasualproductmodel,whichhasledittodominatethePairsub-genre.Itgenerated4Xmorerevenuethanitsclosestcompetitorwithnearlythesamenumberofmonthlydownloads.

EvenSupersonicisbeginningtoexploretheHypertoHybridtransformationwithgameslikeMyMiniMartthatincludein-apppurchasesandprogressionmetas.

SensorToweridentifiesHypercasualgamesusingavarietyofsignalsfromourdataset,includingmonetizationandmetafeatures,adpublishingactivity,andusagedatafromourproprietarypanel.Allcoredescriptors,includingProductModelandHypercasual,arealsomanuallyreviewedbyouranalystteamforthehighestaccuracy.

HypercasualHybridcasual

AverageTimeSpentperMonth

IOS

Android

010203040506070010203040506070

TimeSpent(min)TimeSpent(min)

SessionDuration

IOS

Android

0

80160240320

AverageSessionDuration(s)

400

0

64128192256

AverageSessionDuration(s)

320

15|©2023SensorTowerInc.-AllRightsReserved

HybridcasualWinsPlayer

Engagement

AverageTimeSpentandSessionDurationinTopGames,Q42022

InQ42022,HybridcasualgameshadlongeraveragesessionsandplaytimethantopHypercasualgames.Onaverage,playersofHybridcasualgamesspentoveranhourpermonthplaying;nearlydoubletheamountoftimespentbyplayersofHypercasualgames.

Engagedplayersgeneratemorevaluethanever.Solidin-gameeconomieswithclearmonetizationandmetafeaturesareevenmorecriticaltodaytoretainplayersanddrivelong-termengagement.

InQ42022,RushRoyale:TowerDefenseTDledHybridcasualgamesinaveragetimespentonAndroid.Itsplayersspent88.7percentmoretimeontheappcomparedtoNo.1HypercasualtitleCraftingandBuildingon

Android.

Thissuccesscanbeattributedtoitsvariousengagingmetafeatures,includingCharacterCollection,Levels,andSocialClans,whichhelpedtokeepplayersinterestedandinvolvedinthegame.

TimeSpend

(min)

WithMetaFeatureWithoutMetaFeature

CharacterCollection

Levels

ResourceManagement

SocialClans

18%

8%

8%

5%

82%

92%

92%

95%

Decoration/

Renovation

NarrativeStories

SocialGambling

2%

98%

1%

99%

1%

99%

16|©2023SensorTowerInc.-AllRightsReserved

HybridcasualGames

EmployMetaFeatures

PercentageofTopHybridcasualGamesWithSelectedMetaFeatures

MetafeaturesaremorewidespreadinHybridcasualgames.

Whileonly5percentofthetopHypercasualgamesutilizeatleastonemetafeature,30percentofthetopHybridcasualgamesemployatleastonemetafeatureidentifiedbySensorToweradvanceddescriptors.

CharacterCollectionisthemostcommonmetafeatureinHybridcasualgames,with18percentofthetopHybridcasualgamesincorporatingthisfeature.

TheCharacterCollectionfeaturealsobooststimespent.Onaverage,playersspendnearly2hoursonaHybridcasualgamewithCharacterCollection,whichis122percentmoretimecomparedtoagamewithoutthismeta.

AverageMonthlyTimeSpent(Q42022,Android)

W/OCharacterCollectionWithCharacterCollection

Note:

Top100Hybridcasualmobilegamesbydownloadin2022

120

80

40

0

+7%

inEurope

994MDownloads

+4%

inAsia

2.2BDownloads

+17%

inNorthAmerica

425MDownloads

-4%

inMiddleEast

124MDownloads

+6%

inLatinAmerica

1.04BDownloads

+18%

inOceania

31MDownloads

+9%

inAfrica

281MDownloads

17|©2023SensorTowerInc.-AllRightsReserved

HybridcasualFinds

WorldwideAudience

HybridcasualDownloadGrowthbyRegionin2022,

AppStoreandGooglePlay

Whiletheworldwidenumberofdownloadsofmobilegameshasnotchangedin2022comparedto2021,HybridcasualgamessawpositivegrowthindownloadsacrosstheglobewiththeexceptionoftheMiddle

East.

Asiasawthelargestdownloadgrowthin2022,withinstallsincreasing94M,up4percentyear-over-year.NorthAmericaalsoexperiencedhighdownloadgrowthin2022,asinstallsrosebynearly63M,up17percentyear-over-year.

NoteRegardingDownloadEstimates

OurestimatesincludeworldwidedownloadsforiPhone,iPad,andGooglePlayin2022.AppleappsandGooglepre-installedappsareexcluded.Wereportuniqueinstallsonly.Androidestimatesdonotincludethird-partystores.

18|©2023SensorTowerInc.-AllRightsReserved

Subscriptions

ExternalGame

PercentageofgamesbyGenres

No.4Teeter(Up)

No.3

AsphaltXtreme

Arcade22%

Other26%

No.1StrangerThings:1984

No.2StrangerThings3:TheGame

RPG

13%

Lifestyle

9%

Simulation9%

Tabletop11%

Puzzle

11%

No.5SpongeBob:GetCooking

No.6ExplodingKittens

19|©2023SensorTowerInc.-AllRightsReserved

ExternalGameSubscription-

Netflix

ExclusiveAccessProductModelandExternalGameSubscriptions

Netflixisanewplayerinthemobilegamingmarket,buttheyaremakingabigsplashwiththeirExclusiveAccessgames.

TheExclusiveAccessproductmodelidentifiesgamesthatareonlyavailabletomembersofasubscriptionservice.

Bymakingtheirgamesonlyaccessibletotheirsubscribers,Netflixleveragesanenormoususerbase.ThismodelallowsdevelopersforNetflixgamestoignoremonetizationfeaturesandfocusonbuildingengagingstoriesandexperiences.

Netflix’scatalogisgrowingandgenerated24.6Mdownloadsin2022.

20|©2023SensorTowerInc.-AllRightsReserved

Top5Netflixgames

bydownloads

(fromthepublicationdatethroughtheendof2022)

PopularNetflixShows

BoostGameAdoption

TopNetflixGamesbyDownloads,AppStoreandGooglePlay

MobilegamesbasedonNetflix’spopularseriesStrangerThingsholdthetopspotsforNetflix-publishedmobiletitles.TheNo.1title,StrangerThings:1984,pickedup4Mdownloadsfromreleasethroughtheendof2022.StrangerThings3:TheGameranksNo.2withnearly3Mdownloads.

LEADERBOARD

StrangerThings:1984

StrangerThings3:TheGame

AsphaltXtreme

Teeter(Up)

SpongeBob:GetCooking

PercentageofgamesbyProductModelPercentageofgamesbyGenres

Other

12%

RPG

Puzzle32%

Tabletop

18%

Simulation

16%

Arcade18%

4%

Hybridcasual

10%

ExclusiveAccess

14%

Casual52%

Mid-core

24%

Chess-Play&Learnby

Puzzle

FruitNinjabyHalfbrickStudios

Arcade

JetpackJoyridebyHalfbrickStudios

Platformer

21|©2023SensorTowerInc.-AllRightsReserved

ExternalGameSubscription-

AppleArcade

PercentageofAppleArcadeGamesbyProductModelandGenre

Anexternalgamesubscriptionprovidesaccesstoandbenefitsforgames.Thesegamesaren'tnecessarilyexclusive,butplayerswon'thavetopayanyupfrontcoststodownloadthegameandwillhaveaccesstofeaturesthatarenormallypremium.

AppleArcadeoffersacombinationofexclusiveaccessandstandardfreemiumtitles.TheypublishpredominantlyPuzzleandArcadegames,buthaveastrongselectionofMid-coreTabletopandRPGgames.

SensorTowermaintainsafullupdatedlistofAppleArcadeandexternalsubscriptiongames.

PercentageofgamesbyProductModelPercentageofgamesbyGenres

Puzzle31%

Tabletop

5%

Lifestyle

Arcade16%

Simulation

13%

Other26%

9%

Hybridcasual

13%

Hypercasual

17%

Casual50%

Mid-core

21%

HungrySharkEvolutionbyUbisoft

-Arcade

BeachBuggyRacingbyVectorUnit

-Racing

PixelArt-colorbynumber-byEasybrain-Tabletop

#titles:500+

22|©2023SensorTowerInc.-AllRightsReserved

ExternalGameSubscription-

GooglePlayPass

PercentageofGooglePlayPassGamesbyProductModelandGenre

GooglePlayPasshasmoregamesincludedthantheircompetitors,mostlyfocusedonCasualArcade&Puzzlegenres.

PlayPasssubscribersgetaccesstohundredsofgamesforonemonthlysubscription.PlayPassdoesn’tfocusonexclusivetitles—theytargetpaidgamesandfreemiumtitles.

Anaddedbenefitformembersisthattheyareabletobypassanymonetizationpresentinthegamesandhaveallfeaturesnormallygatedbehindin-gamecurrencyfullyavailable.

31percentofthegamesinGooglePlayPassarePuzzle,followedby

16percentArcade,13percentSimulationand9percentLifestylegenre.

ThefulllistofGooglePlayPassgamesisavailableonSensorToweralongwithdataonallmonetizationpatternsaspartofourgametaxonomy.

NFT&Crypto

Games

23|©2023SensorTowerInc.-AllRightsReserved

Downloads

Q12019

Q22019

Q32019

Q42019

Q12020

Q22020

Q32020

Q42020

Q12021

Q22021

Q32021

Q42021

Q12022

Q22022

Q32022

Q42022

AppStoreGooglePlay

30M

46M

35M

23M

27M

29M

15M

8M

0

24|©2023SensorTowerInc.-AllRightsReserved

Crypto/NFTGamesonMobileonDownwardTrendFollowingQ32022

WorldwideQuarterlyDownloadsofNFT/CryptoGames,

AppStoreandGooglePlay

Crypto/NFTgamedownloadsdeclinedsharplyinthesecondhalfof2022,from46MinH12022,to29MinH2.

Eachofthetop5genresofCrypto/NFTgamesexhibitednegativegrowthfrom2021to2022.ActionandSimulationgamesthatincorporatedCrypto/NFTmechanicssawaparticularlylargedeclineindownloads.Playerspendingthroughin-apppurchasesforthesegamesalsodeclined35percentY/Y,from$516Min2021to$336Min2022.

DownloadsofNFT/CryptogamesbyGenre

180M

150M

120M

90M

60M

30M

0

Simulation

20212022

96M

73M

56M

44M

Action

179M

62M

RPG

$0

$3M

$6M

$9M

$12M

$15M

LiveOpsGacha

CurrencyBundle

SubscriptionNFT/Crypto

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20212022

2022

6M

6M

2M

1M

2M

2M

2M

13M

0

5M

4M

4M4M

0

9M

9M

8M

7M

0

5M

25|©2023SensorTowerInc.-AllRightsReserved

TopNFT/CryptoGamesFor

Mobilein2022

Top10GamesWithNFT/CryptoMonetizationbyWorldwideDownloadsin2022

ApplehasnewrulesforNFTappsandgamesthatrequiredeveloperstoutilizein-apppurchases,whicharesubjecttoApple’s30%commission.Consequently,anumberofdevelopersandpublishershavechosentoavoidtheAppStore,makingtheirgamesexclusivelyavailableonAndroiddevices.

INVU:3DAvatarCreator&Chat,Highrise:MetaverseLifeWorld,STEPN,andThetanArenastandoutasthemostdownloadedNFT/CryptogamesintheMobileecosystem.

Crypto/NFTmobilegameswereafast-growingcategoryin2021,howeverforamultitudeofreasons,manygamingcompanieshaveslowedtheircryptoplansin2022.

AverageMonthlyActiveUsers

Q12021

Q22021

Q32021

Q42021

Q12022

Q22022

Q32022

Q42022

4M

3M

2M

1M

0

U.S.

Brazil

Philippines

Thailand

Indonesia

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MonthlyActiveUsersofCrypto/NFTGamesDeclineinH22022

TopMarkets’ActiveUsersforTopCrypto/NFTGames

TheUnitedStatesisthetopmarketindownloadsforCrypto/NFTmobilegames,withamarketshareof16percentin2022,followedbyBrazilandPhilippines,with12percentand9percentmarketshare,respectively.

EachofthetopfivemarketsforCrypto/NFTmobilegamedownloadsexperiencedadeclineinmonthlyactiveusers(MAUs)attheendof2022.ThedeclinefirsthitBrazilinQ22022,witha39percentdropinusageinQ42022comparedtoitspeakinQ12022.

Theothertopmarkets(U.S.,Philippines,Thailand,Indonesia)sawpositiveMAUgrowthinQ22022,buthaveseendeclinesfromQ32022on.

Amongthetop10markets,Indiaistheonlymarketmaintainingpositivegrowthoverthepasttwoyears.ThetopCrypto/NFTgamesinIndiacollectivelysurpassed880KMAUsinQ42022,up130percentfromQ12021.

Note:

Monthlyactiveuserstotalsaretheaverageofeachapp’saverageMAUeachquarter(thismaycountusersmultipletimesiftheyusemultipledevices).

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FeatureTrends

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CasinoCasualMid-coreSports&Racing

$1

$2.8B

$1

$866

$835

$816

$729M

$2

$1.9

$1.3B

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$0$500M$1.0B$1.5B$2.0B$2.5B$3.0B

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