Trends in mobile game investments
summary
Global mobile revenue grows ~10–20% year over year and China is now the largest market, but the iOS US top‑100 is 99% free-to-play and increasingly dominated by a few firms (King 8 titles, EA 7, Zynga 5, Supercell 4). User acquisition costs and cost‑per‑loyal-user keep rising, consolidation accelerates at the lower end, and VCs fund less: European institutional rounds average ~$4M with only five of 30 deals >$10M. Investors demand world‑class teams, live‑ops, UA expertise and app‑intelligence before writing checks.
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chapters (16)
- 0:00Welcome
- 1:02Institutional investors in gaming
- 1:44Aneso Capital investments
- 3:11Mobile gaming market trends
- 4:15Top 100 iOS games US
- 7:30Cost per loyal user rising
- 8:15Market competitiveness
- 10:43European fundraising trends
- 12:292016 H1 investment activity
- 13:55Fundraising sentiment
- 15:18Finland leads investments
- 16:42Shift to platforms/services
- 17:45Canada vs Europe VC risk
- 18:27Funding gap with Asian publishers
- 19:09Attracting institutional investors
- 21:34Closing remarks & Q&A