Games (r)evolution Lessons from gaming platforms past
Sebastien de Halleux Playfish Co-Founder / VP BD EAi
2
Playfish creates social games
part of the family
3
Solitary Social
Physical Digital
Products Services
$$ upfront $$ ongoing
4
Before talking about the future Let’s rewind.
5
0
5
10
15
20
25
1995 2000 2005
US Games Revenue (NPD) $ (Bn)
Games have grown through new platforms and hit titles
0
Another way to tell the story access barriers
audience 50m 100m 1Bn 500m 10m
PS3
Xbox 360
Wii
iPhone / mobile Free-to-play / online / social
Lower cost
More real
More social
More immediate
“Moore’s law” of games industry
access barriers
0 time
audience
0 time
Video…
8
As platforms evolve, games surface
snake java
apps
9
As games evolve, brands surface
10
a short story
11
Top paid app in July 2008
iBeer by Hottrix Ent.
12
Top paid app of 2008
Koi Pond by The Blimp Pilots
13
Top grossing app of 2009 ?
14
top 10 apps: 8 games, 7 brands
Friend-centric platforms
16
17
Internet : 16m to 1.8 Bn in 15 years
18
Online video: 0 to 150m (US) in 3y
19
Social Games: 0 to 200m in 2 years
20
Driven by social interaction
21 Photo credit: jay1441
Reaching friends, not gamers
More fun with friends
23
Social design online
24
Reaching users everywhere
Accelerating generations 17 yrs, 21 gens
1993 2010
1.5 yrs, 100+ gens
2008 2010
26
strong franchises
large audience
real friends
fast iterations
27
Where next?
Thousands of small developers
29
Consolidate into a handful of leaders
30
Rise of the billion $ franchise
15 million boxes
@ $60 per box
GTA
12 million
subs @
$12 per
month
WoW
100 million MAUs
@ ¢80
ARPU
200 million MAUs
@ ¢40
ARPU
Game X OR Game Y
1.8 billion web users
Audience (r)evolution
400m Facebook
MAUs
400m MAUs
200m monthly players
100m MAUs game
32
Social: joining the magic circle? Avatar Modern Warfare
0
The demand curve again…
audience 50m 100m 1Bn 500m 10m
PS3
Xbox360
Wii
iPhone / mobile Free-to-play / online / social
access barriers
0 audience 50m 100m 1Bn 500m 10m
Likely industry trends
1. Brands on social networks
3. No more ‘social games’
2. ‘Social games’ consolidation
4. Innovation & growth
access barriers
Thank you! Sebastien de Halleux
Playfish Co-Founder / VP BD EAi
