蘑菇AV

Global metaverse revenues from gaming, services, ecommerce, and advertising are projected to hit $54.50 billion by 2028, per S&P Global. Our take: Unlike Apple鈥檚 and Meta鈥檚 closed ecosystems, democratized XR and VR spreads hardware and software development鈥攁nd ecosystem expansion costs鈥攁cross various partners.

Mobile game revenues (both ads and IAPs) comprised more than half of parent company Activision Blizzard鈥檚 H1 2022 revenues. Take-Two has struggled after buying Zynga in 2022. Over 90% of Take-Two鈥檚 mobile revenues come from Zynga games, which have had low revenue growth since the acquisition.

Netflix cuts its expensive AAA gaming division, indicating anxieties about long-term, high-cost games projects. Focusing on smaller IP-based projects could better align with its business model.

Digital gaming has become one of the most popular activities in the world, thanks mainly to the proliferation of smartphones and free mobile games. Here is our worldwide forecast for total gamers, with breakouts by region and for 13 countries.

US adults will spend 1 minute less with media this year than in 2022, although the longer-term topline trend is stable. Among formats and platforms, CTV is grabbing share, mobile is approaching a plateau, and Netflix and TikTok reign supreme.

This first-of-its-kind report compares and contrasts our US ad spending forecast with our US time spent with media forecast. It identifies unexpected incongruities between how marketers are spending ad dollars and where consumers are spending their time.

Microsoft bets big on AI and cloud, but TikTok acquisition could reshape its ad strategy: Investors weigh future growth against spending risks and competition.

Here's how people in South Korea spend their time and money online, represented in 10 charts.

Gaming on smartphones saw declines for key metrics in 2022, putting a wrinkle in a growth trend that nearly dates back to the launch of app stores. Read on for figures that highlight what鈥檚 changing, and how these changes might impact user acquisition.

Roughly half as many gamers play on consoles or desktops/laptops as on mobile, meaning the average console gamer spends more time playing on a console than the average mobile gamer does on mobile. Additional devices may become more important in the future. Consoles dominate the 鈥渙ther鈥� category today, but VR headsets and connected cars may play a bigger role in the future.

On today's podcast episode, we discuss why regulators changed their mind on approving the Microsoft-Activision Blizzard deal, how the gaming industry will react, and what the deal means for advertisers. "In Other News," we talk about how much of political ad spending has gone digital and how Google is tightening the reins on bulk email senders. Tune in to the discussion with our analysts Daniel Konstantinovic and Gadjo Sevilla.

Things aren鈥檛 all that bad for Big Tech: Sustaining pandemic-era revenues was likely never realistic. But major tech companies are still raking in enormous profits, despite Wall Street investors鈥� outcry.

US mobile in-app ad spend will be about four times higher than in-app purchase spend this year, at $159.24 billion compared with $42.37 billion, according to our forecast.

Electronic Arts begins the push for in-game advertising: The conglomerate said it hopes to debut ads in its big-budget games as the industry seeks revenue growth.