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1、January 2024Industry insights powered by Newzoo dataThe content of this report is created with due care by Newzoo and protected by copyrights.This report,or any portion thereof,may not be reproduced,distributed,or transmitted in any form or by any means,including photocopying,recording,or other elec

2、tronic or mechanical methods,or used in any manner whatsoever,without the express written permission of Newzoo.Reproducing,distributing,and/or transmitting this report,or any portion thereof,for commercial purposes is explicitly not allowed.2 Newzoo 2024In 2023,including a huge number of industry-de

3、fining releases,significant layoffs,several paradigm-changing transmedia releases,the conclusion of the largest deal in industry history,and the dawn of generative AI in games.The global games market in 2024 will be similarly exceptional(for better and worse),and.How will the industry address layoff

4、s?What will be the next developments in game subscriptions and app stores?Will the transmedia wave get even bigger?This free report contains our analysts insights as well as a broader industry perspective.At the start of 2024,we ran a survey inviting gaming executives and experts to share their pred

5、ictions,several of which we published here.Understanding these trends(and the data behind them)will help This free resource is a preview of the,one of the tools on the Newzoo Platform.You can subscribe to the Games Market Reports&Forecasts to.Thanks for tuning in to this report.We hope you enjoy rea

6、ding it as much as we loved writing it.3 Lead Analyst Games Newzoo 2024The market will continue to recover and grow2024 will be a lean year for gaming companiesMulti-game subscriptions growth will slow downCompanies will return to developing premium gamesMobile developers will turn to PC gamingThe n

7、ext Nintendo console will launch with a new 3D Mario gameXbox will launch a mobile store on AndroidNostalgia will be a key driver for live-service gamesGenerative AI will accelerate game production in a few waysOpen-world Soulslike games will take the spotlight4 Newzoo 2024Total market CAGR 2021-202

8、6Get expansive data for market sizing and forecasting Source:Newzoo|Games Market Reports&Forecasts|October 2023| revenues encompass consumer spending on games:physical and digital full-game copies,in-game spending,and subscription services like Xbox Game Pass.Mobile revenues exclude advertising.Our

9、estimates exclude taxes,second-hard trade or secondary markets,advertising revenues earned in and around games,console and peripheral hardware,B2B services,and the online gambling and betting industry.Revenue forecasting through 2026(in US$Bn)202120222023F2024F2025F2026F5 Newzoo 2024The total market

10、 outlook for PC and console gaming is optimistic.After the market declined in 2022(for the first time since Newzoostarted tracking market revenues),it began to recover in 2023,and we expect this trend to continue through 2024.One of the main growth drivers this year will be the ever-growinginstall b

11、ase of the Xbox Series and PlayStation 5 generation.Eventhoughthisyearsreleasecatalogisexpectedtobelessimpressive than 2023s absolutely packed schedule of much-anticipated hits,live-service games,and back catalog sales willdrive growth in the segment.After two years of decline due to difficult marke

12、t conditions,especially around user acquisition,mobile gaming is likely torecover.91%9%0%Access games market revenue forecasts through 2026.Global games market revenues will increase in 2024.Agree or completely agreeNeither agree,nor disagreeDisagree or completely disagree*Source:Newzoo survey,colle

13、cting responses from games market leaders and experts in January 2024.6 Newzoo 2024The number of released games will grow in 2024.Game development budgets will increase in 2024.Compared to 2023,investment from VCs and other funding sources into game development will increase in 2024.Agree or complet

14、ely agreeNeither agree,nor disagreeDisagree or completely disagree7*Source:Newzoo survey,collecting responses from games market leaders and experts in January 2024.Newzoo 20242024 will be an exciting year.As gaming increasingly competes for peoples spare time with other entertainment media,I expect

15、an increased focus on social and multiplayer experiences in both the PvP and PvE arenas.We will see the launch of titles with rich social worlds and deep gameplay experiences that aim to connect communities together.Gaming will continue to grow into a social activity that connects communities from a

16、round the world together.Additionally,I expect that we will see more user-generated content as players start to express themselves more by building their own experiences and sharing those with their communities.Market Strategy Manager UbisoftManaging DirectorProject 369 GroupI see 2024 as a year of

17、stabilization and adjustments compared to what we have experienced recently.A lot has happened in the market since COVID.2024 should not be marked by as many major disruptions and should instead remain in a form of continuity with what has already been observed recently.This brings its share of chal

18、lenges,but also opportunities.Our industry is still balancing out after the enormous boom we had during COVID.While studios are closing and people are losing jobs,there are also new opportunities through new studios opening up.As investors are more careful nowadays,demand for research,advice,and con

19、sultancy grounded in recent experience will be more important for studios and investors.8*Source:Newzoo survey,collecting responses from games market leaders and experts in January 2024.Senior Director Business DevelopmentSteer Studios,powered by Savvy Games Group Newzoo 2024The games market will ex

20、perience significant mergers and acquisitions in 2024.New IP will dominate the games market in 2024.Old/repurposed/licensed IP will dominate the games market.Agree or completely agreeNeither agree,nor disagreeDisagree or completely disagree9*Source:Newzoo survey,collecting responses from games marke

21、t leaders and experts in January 2024.Newzoo 2024Projects in development will launch into a highly competitive gamesmarket.Live-service games bank on players sticking with them for longer,leaving less room for new projects to succeed,especially as players leavefor premium titles and concentrate on p

22、laying fewer games.After 2023,when the industry faced a series of unfortunate layoffs andmany big gaming bets didnt pay off,this year will be lean for manycompanies.Having come down quickly from the engagement and spending booms in2020 and 2021facing corrections in a post-COVID world and increasingi

23、nterest ratesthe industry is restructuring.The cash and investments thatflooded the market during the pandemic have dried up considerably,andfunding massive new projects is no longer a top priority.Games companies will employ risk reduction strategies like avoiding newIPs.Instead,theyll focus on seq

24、uels and leveraging existing IPs.Companieswill also continue exploring small-experience AAA titles like AssassinsCreed Mirage and Marvels Spider-Man:Miles Morales.Games companies will take riskier bets with games.Agree or completely agreeNeither agree,nor disagreeDisagree or completely disagree10*So

25、urce:Newzoo survey,collecting responses from games market leaders and experts in January 2024.Newzoo 2024Compared to 2023,investment from VCs and other funding sources into game development will increase.Co-CEOIron Galaxy StudiosLast year,video game development saw a lot of volatility,with layoffs a

26、nd companies being restructured in the face of acquisition.As we begin 2024,we see opportunities to bring some much-needed stability to our industry.As a partner to studios that make full-scale games,we can lend a hand in helping them achieve their goals amidst the chaos.As a company that is hiring,

27、we can help displaced talent find a new home.And,as a company with many strengths in the areas of coding and creativity,we are evaluating how we can provide our services to entertainment industries that are immediately adjacent to video games,opening up new frontiers for our work.Agree or completely

28、 agreeNeither agree,nor disagreeDisagree or completely disagree11*Source:Newzoo survey,collecting responses from games market leaders and experts in January 2024.Newzoo 2024The growth phase for multi-game subscriptions may be coming to a close,and we forecast lower growth in the coming three years.I

29、ndie gamecompanies have been less eager to sell licenses,signifying the deal sizefor these licenses has decreased.As it stands,multi-game subscription services will not fully take over thegaming ecosystem as the model has done for streaming music and TV.Gaming is an active pursuit,whereas the other

30、two media types are morefor passive engagers.Most players cant consume games at the samepace as they gobble up shows and tunes,nor do they play many games inthe same period.Right now,the alternative solution for multi-gamesubscriptions is to provide access to new games on day one,but thiscannibalize

31、s premium revenue to a point thatmostgaming companiescant afford.Theres also a new threat to multi-game subscription services in the formof gaming platforms like Fortnite and ROBLOX.Fortnite just made amassive leap into becoming a platform with the LEGO Fortnite,RocketRacing,and Fortnite Festival la

32、unches.ROBLOX is aging up its audienceand diversifying the experiences available on the platform,so moreplayers across generational divides dive in and stay.At this rate,thesegaming platforms will provide an eerily similar menu of different games tomulti-game services,with the one key distinction be

33、ing that all of theseare free-to-play.Agree or completely agreeNeither agree,nor disagreeDisagree or completely disagreeThe number of users for game subscription services(e.g.Xbox Game Pass and PlayStation Plus)will increase.12*Source:Newzoo survey,collecting responses from games market leaders and

34、experts in January 2024.Newzoo 2024The live-service games model will still be the most dominant businessmodel for revenue attribution,but the gold rush for creating new live-service games is slowing down.Companies are recognizing that the spaceis a bit of a zero-sum,highly competitive game.This bein

35、g the case,manycompanies are shifting back to the premium model,which provides a muchhigher chance of financial success.The PC and console markets show signs of oversaturation.Just 19 gameseat up approximately 60%of playtime,with the top 33 games accountingfor three-quarters of overall playtime1 1.O

36、f course,more live-service titles willinevitably hit the market.Many projects that began during the pandemic-fuelled investment boom are nearing completion,and a good number ofthem will enter the fray.Live services thrive on engagement first,but engagement is droppingbecause time is finite.Engagemen

37、t data from 2023 shows that people aremoving away from live-service games,opting to play premium games if thequality is good enough.Games companies will allocate additional development time and resources to premium games rather than free-to-play titles.Agree or completely agreeNeither agree,nor disa

38、greeDisagree or completely disagree13*Source:Newzoo survey,collecting responses from games market leaders and experts in January 2024.1 1Source:Newzoo|Newzoo Game Performance Monitor|37 markets included.Newzoo 2024Challenging market circumstances and privacy regulations contributed tothe mobile gami

39、ng segment declining for the second year in a row in 2023.More and more game companies focus on evolving existing games insteadof launching new gamesa shift driven by rising user acquisition(UA)costsand market saturation.Retention and deeper engagement are importantfactors in enhancing the longevity

40、 of a game.Launching existing mobile games on PC can be a way to boost bothretention and engagementthe goal is to be available whenever andwherever your core players want to play.Another way of diversification is to develop new games specifically for PC(andconsole).Mobiledevelopersbringmonetization,

41、acquisition,andretention expertise in operating a live service in the highly competitivemobile market.For this purpose,leading mobile game companies haveestablished new studios dedicated to developing for other platforms.Agree or completely agreeNeither agree,nor disagreeDisagree or completely disag

42、reeMobile developers will increasingly shift their focus to releasingPC&console games.14*Source:Newzoo survey,collecting responses from games market leaders and experts in January 2024.Newzoo 2024As marketing is more difficult now with data privacy reinforcement,savviness of players,and the competit

43、ive landscape going beyond gaming,game makers need to find an even sharper edge when it comes to their games positioning and value proposition.Hybrid casual has been mentioned often in the past year(s)as a means for hyper-casual companies to adapt to marketing challenges.These companies apply deeper

44、 retention and monetization mechanics to simplistic gameplay,hoping to thrive in this new marketing reality.Similarly,more traditional game developers should pay closer attention to how hyper-casual game makers engage with their audiences and consider adding more casual engagement mechanics in their

45、 deeper gameplay offerings.We will see A or AA game developers invest more seriously into clearly defining their market slice and adding mobile hook mechanics and community interactions in their strategy.Another topic that comes to mind is the iterative nature of game development and the early invol

46、vement of the community to validate the business opportunity.I foresee bigger investments going through multiple iterations of the same game,exposing early adopters to a concept and early demo,and then,over updates with the growing community involvement,growing games into a full experience(as expect

47、ed of more traditional boxed products.15*Source:Newzoo survey,collecting responses from games market leaders and experts in January 2024.Studio Director,Product Development and Creative Strategies at Frima Newzoo 2024Agree or completely agreeNeither agree,nor disagreeDisagree or completely disagreeO

48、n the mobile side,I expect the war on user acquisition costs to intensify as studios look for new ways to acquire gamers.Monopoly Go!showed us that leveraging strong IP is one of the ways to achieve this.I expect to see the number of games launching with big-name licensed IP to increase.I also expec

49、t the overall number of released games to increase,as well as studios to experiment with different mechanics and game loops to find a formula for success.On the flip side,the rising costs of production and user acquisition will challenge studios to shift from having a strategic focus on user acquisi

50、tion as cheaply as possible to maximizing player engagement,building high quality in-game monetization mechanics and LTV over time.This will mean highly data-driven optimization of in-game metrics,building deeper and properly engaging content,and live ops content strategy planning far in advance.Mob

51、ile developers will be increasingly affected by changes in the privacy landscape.16*Source:Newzoo survey,collecting responses from games market leaders and experts in January 2024.Senior Director Business DevelopmentSteer Studios,powered by Savvy Games Group Newzoo 2024After nearly seven years of th

52、e Switch,its time for a new Nintendo console.In 2024,Nintendo will launch its next generation of consoles,accompaniedby a new 3D Mario game.Having embraced a digital storefront with the Switch,Nintendo will letSwitch users move Nintendo accounts over to the new console instead offorcing a clean slat

53、e on gamers who already own a Switch and want to porttheir libraries over to the new machine.Agree or completely agreeNeither agree,nor disagreeDisagree or completely disagreeNintendo will release its next console in 2024.Track the performance of 1,000+Nintendo Switch games17*Source:Newzoo survey,co

54、llecting responses from games market leaders and experts in January 2024.Newzoo 2024Xbox will launch a mobile app store on Android in 2024,and it will come toApple devices later.Microsoft completed its$68.7 billion acquisition of Activision Blizzard inOctober,having already scooped up the mobile dev

55、eloper King in 2015.Thecomputing giant has shown a strong(and growing)interest in launching anapp store for Xbox gaming to go head-to-head with Apple and Google.The timing is looking ideal.Regulators and ongoing legal battles arelowering the boundaries for competitive app stores to launch.Xbox nowha

56、s access to a wealth of gaming IP,includingCandy Crush,arguably themost popular mobile franchise of the last decade.Xbox will be eager tounlock the potential reach on mobile by combining its cloud gamingcapabilities and game library through its Xbox Game Pass service.That said,Apples walled garden e

57、cosystem will require further interventionbefore an Xbox app store can make it to the App Store.This will hinder alaunch on both major app stores simultaneously.Agree or completely agreeNeither agree,nor disagreeDisagree or completely disagreeXbox will launcha mobile app store.18*Source:Newzoo surve

58、y,collecting responses from games market leaders and experts in January 2024.Newzoo 2024Established live-service games will also have to reckon with similar challenges totitles yet to hit the market:to remain profitable,they have to(re)acquire playersand retain players.However,having been around for

59、 years,some of these games can now leveragenostalgia to their benefit,just as the remasters and remakes of premium gameshave done.Fortnite OGs successful launch and World of Warcraft Classic areprime examples of nostalgia powering engagement for live services,and weexpect more of that to hit the mar

60、ket this year.Of course,not all live-service titles are equal,and returning to their roots wontalways pull players back into these games.Get engagement and revenue data for thousands of gamesAgree or completely agreeNeither agree,nor disagreeDisagree or completely disagreeGames companies will focusm

61、ore on live-service games.19*Source:Newzoo survey,collecting responses from games market leaders and experts in January 2024.Newzoo 2024Agree or completely agreeNeither agree,nor disagreeDisagree or completely disagreeGenerative AI will see mainstream adoption in game development.Generative AI was o

62、ne of the hot-button issues of 2023.Many industry leaders lauded the technology as a potential cost-saving measure,especially as game development becomes more expensive and time-intensive.Developers and fans alike saw incredible potential in AIs ability to transform the experience of interacting wit

63、h NPCs.At the same time,many fans decried the use of generative AI in game development.Voice actors,spurred on by the groundbreaking Hollywood strikes,rallied against AI as well.Amidst all the controversy,many studios are already using AI tools.The use of generative AI tools will continue to ramp up

64、 to improve efficiencies in the coming years.However,the technology wont significantly impact game production at scale in 2024.AI may be advancing at unprecedented speeds,but in 2024,most use cases will be selective and already proven.20*Source:Newzoo survey,collecting responses from games market le

65、aders and experts in January 2024.Newzoo 2024Generative AI was one of 2023s hottest topics and fuelled many fantasies and fears.Its clear that it will change the video game industry,if not revolutionize it.Many companies already use these technologies to assist them in their work,but as usage develo

66、ps and fades among users,many ethical,legal,and technical issues will arise.As well as new opportunities,with even more creativity and means given to communities.Expect even more quality games from small teams and more successful mods created by players.Market Strategy ManagerUbisoftFounderSugar Gam

67、ersWe will see the launch of the first generation of games to really leverage breakthroughs in AI technology in 2024.Features like dynamic NPCs,personalized stories,enhanced opponents,and procedurally generated content will help build deeper and richer gameplay worlds.If titles like Baldurs Gate III

68、 and Hogwarts Legacy have taught us anything,it is that deeply immersive and narrative experiences are far from dead.Properly leveraging the power of AI will help speed up the development of such titles.The rapid pace of change,from mixed reality to blockchain to artificial intelligence and more,has

69、 left many bewildered,questioning their relevance and direction.As leaders and innovators,its our duty to help navigate this evolving landscape,guiding players and creators alike.Our mission?To wield technology not merely as a diversion but as a catalyst for unleashing creativity,sharpening critical

70、 thinking,and forging robust communities.Its time to unite and equip our players to be more connected,imaginative,and ready for the real-world challenges and adventures that lie ahead.21*Source:Newzoo survey,collecting responses from games market leaders and experts in January 2024.Senior Director B

71、usiness DevelopmentSteer Studios,powered by Savvy Games Group Newzoo 2024A barrage of open-world Soulslike games will arrive in 2024.Building on the massive success Elden Ringenjoyed in 2022,many studios will either release or tease their takes on the open-world Souls-like genre.Titles confirmed for

72、 release in 2024 include Another Crabs Treasure,Rise of the Ronin,Black Myth:Wukong,Enotria:The Last Song,and Flintlock:The Siege of Dawn.The question on all our minds is whether Shadow of Erdtree,the Elden Ring expansion rumored to betwice as vast as any FromSoftware expansion,will drop in 2024.Ext

73、raction shooters have also been blowing up since last years boom.Extraction Royale is the nextevolution of the Battle Royale genre.Escape from Tarkov,Hunt:Showdown,and Dark and Darker havedemonstrated this subgenres rising popularity.Initially,some shooters tried to integrate this gameplay loop as a

74、 game mode in a larger title.Still,manyof these attempts were largely unsuccessful as they didnt provide the depth gamers expected with thisgenre.We have seen many developers already working to build standalone Extraction titles,and manyhave already been announced.Some notable examples include Marat

75、hon,Arc Raiders,and Exoborne.22 Newzoo 2024Youve equipped a better understanding of 2024s major games market trends.What now?23*Source:Newzoo Games Market Rerports and Forecasts|January 2023Live-service games bring the promise of limitless spending per player,but the downside of the model is that it

76、s costly to maintain,and engagement is a zero-sum game.2023 has proven that there is(and we suspect always will be)a market for premium games that focus on finite experiences.If theres anything the success of Hogwarts Legacy,Baldurs Gate 3,Marvels Spider-Man 2,and so many more hit games of last year

77、 have shown,its that a game doesnt have to be a live service to be a commercial success.Xbox is potentially moving to mobile,and many successful mobile developers are now eyeing expansion on PC(and console).This means that more content will be available on all platforms.Arguably,theres already too m

78、uch content available for people to play.Standing out with a new game is going to become even more difficult but not impossible.But simply publishing on all platforms wont quite cut it.Finding the right audience,building and fostering a community,and then serving those players across platforms where

79、 and when they want to play are the keys to a successful multi-platform strategy.After a corrective period following the pandemic-fueled boom in engagement and spending,the market is solidly back on the path to growth.However,growth isnt as much of a given as its been in the past.There will likely b

80、e significant swings in success rates across different geographies,platforms,and business models.Newzoos games market data and custom insights will continue to be strong resources for defining and refining the right growth opportunities.Get the subscription for market-sizing data,forecasts,and trend

81、s to stay ahead of the market and make better-informed strategic decisions.Access the Global Games Market Report,our flagship quarterly report that analyzes the latest trends,developments,and market forecasts.See forecasts for 100 games markets from 2015 to 2026:revenues,players,and payers,split acr

82、oss PC,console,and mobile.Track 100 public game companies revenues from 2017 to now.Understand the key global trends and how they impact the industry.Access 7 game ecosystems key statistics:Epic,Steam,App Store,Google Play,PlayStation,Xbox,and Nintendo.Download complete data sets from every report f

83、or the most expansive view of the global games market.24 Newzoo 2024Unlock title-level engagement and revenue data for thousands of PC and console games.Explore the global gamer audiences across all dimensions with the largest gamer research study.Track brand health and purchase funnel data over tim

84、e for hundreds of games.Discover games market sizing,forecasts,and trends on a global and local level.Tailored support for every stage of the game development lifecycle.Subscribe to the Newzoo Platform for limitless insight into games,gamers,and the games market.25 Newzoo 2024Newzoos team not only g

85、ave valuable insights that were integral to the concept testing of our game,but they were also incredible partners who delivered above and beyond every step of the project we worked with them on.The team and their work are fantastic,and we look forward to continuing our relationship with them.Senior Brand Manager at Behaviour Interactive26 PC and console data,gamer research,and consulting