![]() ![]() We’ve already seen the beginnings of this with games like Pokemon Go. I also believe that, at some point in the future, there will be AAA games whose ideal experience is played on the mobile platform, rather than a console or PC. I believe that mobile will soon become the lead platform for (some) major AAA games. We’ve already seen this with big games like Minecraft and Fortnite, but we’re seeing more mobile pushes like Genshin Impact and Diablo Immortal (which, if you haven’t seen it yet, is looking quite technically impressive). ![]() ![]() This kind of money attracts bigger and bigger investors hoping to carve out (and grow) their portion of the pie. In terms of earnings, the mobile platform is now neck and neck with PC + console combined, and the growth is explosively on mobile’s side. Technology is moving ever-forward, and nowhere is that more apparent than mobile devices. It’s a natural evolution to essentially fill in smaller engagement cracks that weren’t being filled in before. If publishers can keep players who leave their specific games but stay within their overall publisher community, it opens these players up for new things like cross-promotions with other games. That makes sense to me - even if I love one game above all else, I still want to play some other things occasionally just for variety’s sake, like a palate cleanser. However, even if that game occupies those players for 80-99% of their play time, there’s still that 1-20% of their time not spent on the game. Most players are happy to spend most of their time with a specific lifestyle game, be it Destiny, Hearthstone, Street Fighter, Cyberpunk, whatever. ![]() I believe that the next evolution of engagement maximization won’t necessarily be maximizing engagement with a particular game, as it will be engagement with a particular publisher. The increasing popularity of the Xbox Gamepass and EA Play are carving out an interesting niche. ![]()
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