Mobile Gaming
topic on 2 shows · 4 statements across 4 episodes
4 statements about Mobile Gaming, every show
Foroughi: Mobile gaming ad spend cannot support a $1T valuation
“The mobile gaming category is not big enough in terms of user acquisition dollars to support the type of cash flow we need to be valued at a trillion dollars.”
Babayigit: Mobile game success comes from live operations, not creative design
“And if you look at the business as a whole, the success of a mobile game has nothing to do with how you make the game. It's all about how you operate the game. And how you operate the game is not, you know, I think a lot of times people think about gaming and …”
Kevin Chou predicts a mobile game will generate over $10 billion
“And so this idea that there'll be a Godzilla game at some point in the future that, let's say, gets half a billion people or a billion people, you know, four or five years down the road to play it, and monetizes the way that a Clash of Clans or a Game of War, …”
De Masi: Mobile gaming will consolidate into fewer companies within three years
“There's going to be huge consolidation in gaming, and I think that there will be, you know, fewer, bigger, better companies in the next two, three years with better profit margins. Ultimately, less global competition in mobile gaming than there is now.”