Tag Archives: SuperData Research

SuperData Shows PUBG Continuing its Meteoric Rise

SuperData Research is out with their digital market sales numbers a bit late this month.  They have been busy writing editorials about the Star Wars Battlefront II fiasco and what comes next.  But, finally, we have the numbers for October here on the last day of November.

SuperData Research Top 10 – October 2017

On the PC side of things PlayerUnknown’s Battleground continues its ascent.  Last month it was in 4th place, now it has risen to 2nd position, with only League of Legends ahead of it.

Destiny 2, new to the PC chart, hit 4th spot, injecting itself in the midst of the perennial top performers in the Chinese market, Crossfire, Dungeon Fighter Online, and Fantasy Westward Journey Online IIMiddle-Earth: Shadow of War also gained a spot on the list while ROBLOX returned to the top ten as well.

This left World of Warcraft and World of Tanks in 7th and 8th position and knocked DOTA 2 and Overwatch off the list.

On the console side FIFA 18, Middle-Earth: Shadow of War, and Destiny 2 grabbed the top three spots.  Last month it was Destiny 2, FIFA 18, and NBA2K18.

And on the mobile side Candy Crush Saga stayed on the list hanging on in 9th position.

Other bullet points from SuperData’s monthly update:

  • PLAYERUNKNOWN’s Battlegrounds sells another 5 million units.
  • PUBG vs Fortnite. While Fortnite has seen a higher out-of-the-gate active user base thanks to its F2P status, the game’s long-term success vs. its major and earlier-released rival is uncertain.
  • PUBG comes to XBox One as an exclusive and leaves Steam Early Access in December.
  • Destiny 2 has a solid release on PC. Destiny 2’s much-anticipated Blizzard Battle.net PC launch proves very successful.
  • Super Mario Odyssey launches on Switch. Mario sold 191,000 digital units in October, making it the biggest digital launch on Switch to date. However, digital download rates continue to lag compared to those found on the Xbox and PlayStation consoles.
  • Single player games still have legs. While multiplayer-centric genres (FPS, MOBA, and Battle Royale) are in the spotlight, there is still room on the stage for single-player focused games. In October, South Park: The Fractured but Whole, Middle Earth: Shadow of War, and Assassin’s Creed: Origins collectively generated over $160M through digital full game sales. However, we don’t expect these games to have as much success in the long run, compared to the multiplayer genres, as it is generally harder to monetize through microtransactions in a single-player focused title.

SuperData Research says Destiny 2 Killed on Consoles and PUBG Continues to Advance

It is that time of the month again when SuperData Research gives us their digital revenue numbers for the preceding month.  Now we can see what they had to say about September.

SuperData Research Top 10 – September 2017

Last month saw PlayerUnknown’s Battleground pass World of Warcraft on the revenue chart.  This month the popular battle royale title rose another notch, hitting fifth place and knocking longstanding top five title Crossfire down a peg.  World of Warcraft remains in sixth place while Divinity: Original Sin 2 broke into the list at number eight, suggesting that single player games might be more viable than EA seems to think.   That move pushed both Overwatch and CS:GO down a slot and left DOTA 2 off the list.

On the console side Destiny 2 topped the list.  The title just launched on Windows this week and will surely be on the PC top ten chart for October.

And then on the mobile end Candy Crush Saga moved up from ninth to sixth place while Pokemon Go fell off the chart again.

Finally, items noted on this month’s report:

  • Digital games revenue grows 15% worldwide in September. Players spent $8.3 billion across console, mobile and PC in September, up from $7.2 billion in the same month last year. Growth was underpinned by a 25% jump in console digital revenue on the back of rising download rates for new releases such as Destiny 2. This more than offset a double-digit declines in pay-to-play and significant drop in social revenue.
  • PLAYERUNKNOWN’s Battlegrounds has overtaken two titans of PC games—World of Warcraft and Crossfire—in September revenue.
  • Destiny 2 has the largest digital launch ever on console. Destiny 2’s highly-anticipated launch resulted in digital unit sales up significantly from Destiny 1 back in September 2014. This marks a new record for the most digital units sold by a console game within a single month, edging out the previous record holder Call of Duty: Black Ops 3.
  • FIFA and NBA 2K continue to expand their reach with new releases. The sports franchises show little signs of slowing down. FIFA 18 console digital units came in significantly up from FIFA 17 last September despite a later release date this year, while NBA 2K18 console sales also saw a healthy jump.
  • Divinity: Original Sin 2 builds on success of single player PC games. Larian Studio’s new RPG sold an impressive 660,000 digital units on PC during its launch month. This places it among other recent successful single-player-centric games such as Nier: Automata and Horizon Zero Dawn.

SuperData Research says PUBG Passed WoW for August

As the month of September rolls to a close it is time to see what has changed on SuperData Research’s digital revenue charts for August.

SuperData Research Top 10 – August 2017

On the PC side of the house League of Legends remains nailed to the top of the chart while Dungeon Fighter Online and Fantasy Westward Journey Online II swapped spots since last month and Crossfire remained in its 4th place position.

New to fifth place this month is the ever exploding PlayerUnknown’s Battlegrounds, which passed World of Warcraft, pushing it down into sixth place.

After that World of Tanks stayed in place, Overwatch moved up a spot, DOTA 2 fell from eighth to tenth, and CS:GO climbed back onto the chart, pushing ROBLOX back off the list.

At the other end of the chart the only mobile games I pay attention to remained solid, with Candy Crush Saga holding onto ninth place again while Pokemon Go jumped up from seventh to fifth position.

Other notes from the SuperData blog post, consolidated to reduce redundancy:

  • The worldwide digital video games market grew 11% year-over-year in August to $7.9B. The premium PC segment shrank 10% year-over-year, despite PUBG’s breakout success, due to tough comparisons against No Man’s Sky release, World of Warcraft: Legion expansion launch, and Overwatch’s first event and new map last year. Social and pay-to-play MMO segments continue to decline at a rate of 4% and 25% respectively. Console and mobile grew 11% and 13%, respectively. The free-to-play MMO market was the big winner this month, growing 28% year-over-year, as more publishers and developers adopt this business model.
  • PLAYERUNKNOWN’s Battlegrounds continues to dominate PC game sales, despite still being in Steam Early Access. PUBG is the number 1 premium PC game for the 3rd month in a row and has overtaken World of Warcraft on the total PC games list for the first time. Total life-to-date sales close to 9 million units through August
  • Hearthstone hits all-time revenue peak with Knights of the Frozen Throne expansion. Blizzard’s CCG reached a new high this month. This marks a 15% increase over their previous peak.
  • Overwatch PC monthly active users reach new highs due to successive updates. On the back of a string of updates that introduced a new character, two new game modes, and the return of the “Summer Games” event, Overwatch recorded its highest MAU yet.
  • Madden NFL 18 sells over 220,000 digital units at launch. Sales were up compared to last year’s launch month units for Madden NFL 17. We also estimate modest additional content growth on the back of new in-game DLC packs available this year.

SuperData Research Shows DOTA 2 Down, WoW and PUBG Up for July

SuperData Research is back with their numbers for the July digital video game market.

SuperData Research Top 10 – July 2017

On the PC side of the chart the same top four remain, but Crossfire dropped down to 4th place from second.  After that World of Warcraft moved up to 5th position, with PlayerUnknown’s Battleground in 6th, and World of Tanks in 7th as DOTA 2 slipped down three slots since June.  Meanwhile Overwatch and ROBLOX swapped their spots in 9th and 10th place.

On the mobile side of things, the one year anniversary celebrations put Pokemon Go back on the top ten list, while Candy Crush Saga dropped a spot but stayed on the list.

Other items from SuperData’s monthly update:

  • Console leads U.S. digital growth.  July’s year-over-year growth was underpinned by a 20% rise in console digital revenue and an 18% increase in free-to-play MMO revenue.
  • Pokemon GO enjoyed a summer bump with their anniversary event.
    Pokemon GO had its strongest month of the year so far growing month-over-month. However, this is still down from the $150+ million generated last July when the game launched.
  • PLAYERUNKNOWN’s Battlegrounds sold another 1.6 million digital units in July. The gaming video content darling continued its rise, with 4.9 million monthly active users in July.
  • Grand Theft Auto V stands strong for another month. Through its microtransactions model, GTA Online grew significantly year-over-year for the month of July across console and PC. It did not outperform its record-breaking numbers in June.
  • Roblox hits record high MAU on PC. Roblox continues its upward trajectory with a sequential-month gain in monthly active users. On the other hand, monthly revenue appears to have temporarily leveled off due to a slight drop in both conversion and ARPPU.

Friday Bullet Points – Financials Time

August, being the second month of Q3, is the herald of the Q2 financial results.

Activision Blizzard – Q2 2017

The quarterly results for Q2 2017 were out last week for Activision Blizzard.  Blizzard remains the big money maker in the A/B/K company mix.  You can find the data over at the company’s investor relations site.

Activision Blizzard Q2 2017 Financial Results Presentation – Slide 11

In the details the company reports that the Legion expansion continues to out perform the Warlords of Draenor expansion, which isn’t too surprising, given that players finished up the latter content and left in droves such that the company stopped reporting subscription numbers.

Apparently unhappy with monthly average users, MAUs, they also dropped a Daily Average Users claim, DAUs, on the report as well.  I am not sure why they felt the need, the nonsensical MAUs didn’t really need propping up so far as I could see, but maybe there was some empty space on the slide they felt they needed to fill.

Overall though, Blizzard remains the consistency champion in the company.  The mercurial Activision will blitz past it on quarters where it has a big release, but Blizzard delivers quarter after quarter with much less fluctuation.

SuperData Reasearch – 2017 So Far

I post the monthly chart from SuperData Research on the theory that even data of dubious completeness can be of value if collected consistently over time.  One problem is that the charts are just rankings and do not include hard numbers, so one cannot know how much weight to give the bottom half of the chart, the only portion that tends to change from month to month.

SuperData has thrown us a bone on that front with a six month roll-up chart for 2017 so far.

SuperData Top Ten – First Half of 2017

This gives a somewhat better idea of who is in it for the long term as the sudden blips due to updates or promotions get ironed out over time.   World of Warcraft seems pretty secure in the fifth spot on the PC front, while CS:GO is on the cumulative list even though it dropped off the top ten monthly list last time.

On the mobile front, neither Pokemon Go nor Candy Crush Saga make the cut.

This chart isn’t up on the SuperData Research blog.  It went out to people who are on their mailing list along with another chart of data tidbits and an invite to download the associated report.

SuperData First Half of 2017 Highlights

Mobile is the largest digital platform, but League of Legends on the PC remains the biggest game.  Also, they could only come up with a big number for VR by projecting forward to 2020.

NCsoft sees Lineage Slump

NCsoft financials tend to be pretty predictable.  The 1998 title Lineage will be the big earner, the further we get from an expansion release, the lower the Guild Wars 2 revenue will be, and there will be that game we’re all pretty sure is going to get shut down because it has slumped so bad that it stopped getting its own chart.

But Q2 2017 changed things up. (Report available here)

NCsoft Sale by IP – Q2 2017

Okay, sure, GW2 is tracking to form, and has an expansion on the way, and we’re still pondering the future existence of WildStar, but the change with Lineage is nothing short of shocking in the context of the company’s history.

As it turns out, the only thing that can kill Lineage is Lineage.  Lineage is tanking because NCsoft released a mobile version of the game, Lineage M, which they track under “mobile games,” a category which is suddenly number one on their list.

And with that, the majority of the company’s income still comes from a Korean audience playing a variation on a 1998 title.

 

SuperData Research Says Pokemon Go is Back but not in the Top Ten

The SuperData Research numbers are out for June 2017.

SuperData Research Top 10 – June 2017

On the PC side of the chart, the top six entries remained the same compared to the May chartWorld of Warcraft is still listed as a single entry rather than being broken out East/West.

Further down the list, World of Tanks was down a slot, losing seventh place to the hot new awkwardly named kid on the block, PlayerUnknown’s Battlegrounds.  Likewise, Overwatch lost ground, dropping to tenth position, being overtaken by comparatively long in the tooth title ROBLOX.  The miracles of massive online games I guess.

Dropping from the PC top ten were Counter Strike: Global Offensive and New Westward Journey Online II.

At the other end, while SuperData noted in the text accompanying the chart that Pokemon Go saw a significant boost in June due to the gym and raid update, it was not enough to get the game back on the list.   Candy Crush Saga, which returned to the list last month dropped from seventh to eighth place, but somehow hangs on in the top ten revenue list after all these years.

SuperData Recombines WoW Again for May Chart

The SuperData Research Top Ten chart for May 2017 is out.

SuperData Research Top 10 – May 2017

The decision as to whether or not to split World of Warcraft into East/West or represent it as a single unit has swung back again.  Last month they were split, this month combined again.

The combined WoW number still dropped a notch, falling from 5th to 6th place, while Overwatch moved up a slot to 8th place on the PC chart.  The top four spots on the PC chart remain unchanged, while DOTA 2 landed on the charts in the 5th spot.  It was last seen on the chart back in February, where it was holding the 10th position… or 9th position when the chart was refactored to combine WoW yet again.

World of Tanks remains behind WoW for yet another month… though I do wonder where it would stand with WoW split into two.

Meanwhile, I am left wondering what the difference between Fantasy Westward Journey Online II and New Westward Journey Online II.  I suppose one might just be the original Fantasy Westward Journey.  SuperData needs to fix their shit I think.

On the mobile chart Pokemon Go dropped off the list for the first time since launch.  The game just deployed a revamp of gyms and added gym raids, so we shall see if that is enough to get it back on the list next month.  That Candy Crush Saga returned to the list should give them hope.

Other items from the SuperData report:

U.S. digital slows down but still shows year-over-year growth. U.S. digital revenue is up from April 2016 but down from March 2017. Free-to-play MMO, console and mobile all had high-single-digit revenue growth, more than offsetting slight declines in social and premium PC revenue.

U.S. digital revenue up year-over-year. Gamers spent over $1 billion across all platforms in May, up from April, during what is typically a lackluster point in the year. Growth came primarily from mobile revenue.

Overwatch shows continued growth. Overwatch digital revenues are up from April but down from May 2016, when it launched. Additional Content revenue hit a new high in May on the back of a one-year anniversary event.

Injustice 2 has a solid launch on consoles. We estimate Injustice 2 sold almost 500k digital units on console in May after launching mid-month. This puts it at number four in the top 10 console rankings this month in terms of digital revenue.

Call of Duty: Black Ops 3 gets another DLC release.  Black Ops 3 grew month-over-month and beating out Infinite Warfare. The jump, which vaulted the game past Call of Duty: Infinite Warfare, came from the PS4 release of the “Zombie Chronicles” DLC.

Playerunknown’s Battlegrounds has another big month.  PUBG had another solid sales month in May with 791,000 units sold, bringing life to date digital sales above 2 million units through May. June looks to be another massive month for the game.

Tom Clancy’s Rainbow Six: Siege breaks into console top 10 for the first time since January 2016, thanks to the continued “Year Two” support from Ubisoft.