SuperData released a new report on the US digital games market. Here are the interesting points:

  • There are 287 Million Mobile Active Gamers in the U.S.
  • $1.2 Billion in U.S. digital game sales for December 2014
  • 11% Year over on year growth in December 2014, compared to December 2013
  • 17% Growth in mobile digital revenues
  • 10% Increase in console digital sales
  • 10% Decrease in social game revenues
  • Average spend on PS4 was $11.09, down from $20 in November 2014
  • Average spend on Xbox One was $6.88, down from $21 in November 2014
  • Average spend on Steam was $2.35, down from $8 in November 2014

GamesIndustry.biz reported that 40 percent of Xbox Live subscribers are female. This isn’t a surprise given the direction that the Xbox 360 has taken over the past several years. With the goals of making the system a whole family entertainment device and gaining control of the living room, women were the natural target to expand the market.

Microsoft says that 42 percent of XBLA subscribers watch more than 30 hours of TV per month. Given the games tab is now four tabs in from the front page, I would expect those numbers to grow both in terms of hours watched, and the percentage of the audience watching more TV than they play games. And, as the new console systems come out, expect to see the pass down effect where these systems hit the back bedroom or den and households with multiple systems capable of streaming Netflix, Hulu, Vudu, Amazon, etc. drive those numbers up.

There are now 76 Million Xbox 360’s according to a post on AllThingsD. Other interesting data points for the platform include:

  • 38 percent of Xbox users are women
  • More than 51 percent of Xbox users have kids
  • U.S. Xbox account holders use the devices for 87 hours per month
  • As of last March, non-game usage — fitness, entertainment content from partners like HBO and Netflix, etc. — started outpacing game usage on a yearly basis
  • There was a 57 percent year-over-year growth in entertainment usage
  •  24 million Kinect devices have been sold, up from 20 million last year
  • There are 46 million Xbox Live accounts, up from 40 million last year

IESherpa Opinion: As the 360 continues to thrive, the focus for Microsoft is clearly general consumers that are looking to watch Netflix and other on demand video apps. Games were the Trojan Horse, enabling the platform’s transition into a Web TV hub and central digital media center in the living room.

 

IDC_logoIDC put out a new research report “The Worldwide Video Game and Entertainment Console Hardware and Packaged Software 2012–2016 Forecast” with some interesting takeaways from analyst Lewis Ward, including:

  • PS3 has shipped an estimated 77 million bundles
  • Xbox360 has shipped approximately 76 million bundles

IDC estimates:

  • Nintendo’s Wii U will exceed 50 million bundles by year-end 2016
  • The volume of packaged game discs shipped will decline an average of roughly 3% per year through 2016
  • Eighth-generation console tie ratios will be approximately 25% lower than the tie ratios of seventh- or current-generation consoles

IESherpa Opinion – Although the number of physical games bought will decline, the number of digital games will likely increase at a faster rate, resulting in net growth for the games industry overall. Either way, we have another three years to see if this is correct and a lot can happen between now and then.

comScore, Inc. released data from the comScore MobiLens service, reporting key trends in the U.S. mobile phone industryform March-May 2011. The study surveyed more than 30,000 U.S. mobile subscribers. The most interesting data points for us were:

  • Game-playing was done by 26.9% of the mobile audience during the three months ending in May 2011
  • This was an increase of 2.3% over the previous three month period
  • 76.8 million people in the U.S. owned smartphones , an increase of 11% from the preceding three month period

Here’s a breakdown of the top platforms:

Top Smartphone Platforms
3 Month Avg. Ending May 2011 vs. 3 Month Avg. Ending Feb. 2011
Total U.S. Smartphone Subscribers Ages 13+
Source: comScore MobiLens
Share (%) of Smartphone Subscribers
Feb-11 May-11 Point Change
Google 33.0% 38.1% 5.1
Apple 25.2% 26.6% 1.4
RIM 28.9% 24.7% -4.2
Microsoft 7.7% 5.8% -1.9
Palm 2.8% 2.4% -0.4