Bloomberg Businessweek - USA (2020-08-31)

◼ TECHNOLOGY Bloomberg Businessweek August 31, 2020

17

COURTESY

NINTENDO

Bestsellinggamesin theU.S.,rankedbydollarsales**

Nintendo ActivisionBlizzard Sony Other

January February March April May June July

#

#

#

#

#

SuperSmash

Bros.Ultimate† TheDivision^2 DoomEternal

†

CallofDuty:

MW2 Campaign

Remastered

Assassin’sCreed

Odyssey

RingFit

Adventure

StarWarsJedi:

FallenOrder

RingFit

Adventure ResidentEvil^3

CallofDuty:

ModernWarfare

DragonBallZ:

Kakarot

AnimalCrossing:

NewHorizons†

FinalFantasyVII

Remake

TheLastofUs

PartII

Ghost of

Tsushima

MaddenNFL 20 MarioDeluxeKart†^8 TheMLBShow 20 KombatMortal 11 Paper Mario: The Origami King†

Breaking Out in

The Outbreak

The lockdown is looking like the best year ever

for video game makers as people worldwide

blast away the boredom with their controllers

and screens. Time and money spent on games—

whether on consoles, computers, phones, or

tablets—have soared, as have the share prices

of gaming companies. �Mark Glassman

3 0%

0

• 
  

U.S. video game consumer spending

Year-over-year change Value,

March through July

7/2019 7/

Content

$17.5b

Hardware

$1.5b

Accessories

$1.0b

4 0%

0

• 
  

Gaming stock prices

Year-to-datechange

Videogamepeergroup* S&P 500

12/31/19 8/21/

As spending surged, three game publishers dominated the title wars.

PeakusersofSteamgamingservice††

25m

20

15

TopTwitchgame

categories,June

Sundays

Beforethepandemic,Steam

regularlypostedhigheruser

numbersonweekends

GrandTheft ▲

AutoV

②

Leagueof ▲44%

Legends

①

③Fortnite ▲

CallofDuty: ▲

Modern

Warfare

④

Escape

fromTarkov

⑤ ▲

Changesince

January

Online gaming activity spiked: Fans are playing—

and watching others play—more often.

U.S. mobile gaming grew,

as did in-game spending.

12/31/19 8/24/

Timespent

in apps‡

ChangesinceJanuary

Games

Other

Revenue from in-

app purchases‡

Changesince January

Games

Other

1 0%

0

1 0%

0

-1 0 -1 0

1/2020 7/2020 1/2020 7/

*BLOOMBERG INTELLIGENCE GLOBAL VIDEO GAMES VALUATION PEERS. **PHYSICAL AND DIGITAL SALES ON THE XBOX, NINTENDO ESHOP, PLAYSTATION, AND STEAM PLATFORMS FOR PARTICIPATING MEMBERS OF THE NPD GROUP’S DIGITAL LEADER PANEL. †EXCLUDES DIGITAL SALES. ††HIGHEST NUMBER OF USERS AT ANY TIME DURING THE DAY. ‡IOS AND ANDROID. DATA: NPD GROUP, SENSOR TOWER, STEAMDB.INFO, STREAMELEMENTS ANALYSIS OF ARSENAL.GG DATA, APPTOPIA, BLOOMBERG