Seema Shah · October 2022
3Q22 Gaming Round-Up
Spending on mobile games as a percentage of total mobile app spend is decreasing, with in-app game spend accounting for 61% of total mobile spend in 3Q22, down from 67% in 3Q21 and 71% in 3Q20, according to ST estimates. New installs of mobile games in 3Q22 were flat YoY, with hypercasual games weighing down growth. Electronic Arts and Take-Two Interactive's mobile ambitions are unclear, while the Social Casino category remains stable post-pandemic.
Key Takeaways:
Spending on mobile games as a percentage of total mobile app spend continues to decrease: in-app game spend was 61% of total mobile spend in 3Q22, vs. 67% in 3Q21 and 71% in 3Q20, per ST estimates
New installs of mobile games in 3Q22 were flat YoY and have slowed down to pre-pandemic levels, weighed down by the continued headwinds in the hypercasual genre
While Electronic Arts’ and Take-Two Interactive’s mobile ambitions were clear after making major acquisitions, the path forward is much more ambiguous with unclear roadmaps and shaky performance
The Social Casino category, with sticky, long-term paying cohorts, continues to be a banner for stability post-pandemic
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