MOBA Mobile Games 2021 - The State of - An Analysis of the MOBA Sub-Genre - Sensor Tower
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© 2021 Sensor Tower Inc. - All Rights Reserved Table of Contents 03 - Introduction 04 - Game Intelligence: Taxonomy 05 - The History of MOBAs 06 - MOBA Mobile Games: Worldwide Overview 15 - Top MOBA Mobile Games Globally 20 - Top MOBA Mobile Games in the U.S. 25 - Intellectual Property in MOBA Mobile Games 30 - Product Overview 34 - Conclusion
© 2021 Sensor Tower Inc. - All Rights Reserved Introduction This report presents an overview of the MOBA (Multiplayer Online Battle Arena) sub-genre of mobile games, delving into the current market landscape, the most popular titles, and growth opportunities. This analysis leverages Sensor Tower’s Game Taxonomy, Game Intelligence, and Store Intelligence data. ● Revenue figures represent gross consumer spending (before the fees taken by Apple or Google). ● Download estimates presented are on a per-user basis, meaning that only one download per Apple or Google account is counted towards the total. ● Downloads of the same app by the same user to multiple devices, app updates, or re-installs of the same app by the same user are not counted towards the total. ● Android app install estimates represent downloads from the Google Play Store only. Sensor Tower does not provide download estimates for third-party Android stores. 3
© 2021 Sensor Tower Inc. - All Rights Reserved Game Intelligence: Taxonomy CASUAL MID-CORE SPORTS & RACING Hypercasual Arcade Tabletop RPG Action Sports Hypercasual - Puzzle Platform / Runner Board Turn-based RPG Action Sandbox Arcade Sports Hypercasual - Arcade Idler Drawing & Coloring MMORPG Beat ‘em Up Realistic Sports Hypercasual - Simulation Traditional Shoot ‘em Up Solitaire / Mahjong Survival Fighting Sports Manager Hypercasual - Traversal Arcade Driving Card Puzzle RPG Hack and Slash Hypercasual - Action Social Party Idle RPG Open World Adventure Racing Hypercasual - .io Other Arcade Squad RPG Move and Shoot Puzzle Arcade Racing Hypercasual - Ultracasual Action RPG Classic Match 3 Realistic Racing Hypercasual - Sports Simulation Other Match 3 Shooter Hypercasual - Racing Simulator Puzzle & Decorate Strategy Hypercasual - Other FPS / 3PS Driving / Flight Simulator Word CASINO 4X Strategy Sniper Tycoon / Crafting Hidden Objects Build & Battle Battle Royale Casino Lifestyle Adventure Trivia Tower Defense Tactical Shooter Poker / Cards Time Management Action Puzzle Customization Tactical Battler Slots Sandbox Bubble Shooter Interactive Story Card Battler Bingo Breeding Tile Blast Music / Band Empire Simulation Social Casino Lifestyle Simulator Merge MOBA Other Casino Geolocation AR Other Puzzle Geolocation AR
© 2021 Sensor Tower Inc. - All Rights Reserved Timeline: The History of MOBA Games WARCRAFT LEAGUE OF LEGENDS VAINGLORY MOBILE LEGENDS WILD RIFT Warcraft III’s World Editor Inspired by DotA, Riot Games Vainglory becomes the first Moonton’s Mobile Legends: 11 years after its release on PC, enables map creation. DotA develops League of Legends MOBA to succeed on mobile, Bang Bang launches globally. It Riot Games launches League of (Defense of the Ancients) is (LoL) for PC. It becomes one of adapting complex play goes on to become one of the Legends on mobile with a new among the most popular. the world’s largest eSports. mechanics to the touchscreen. most success MOBAs on mobile. tile in the series, Wild Rift. 1998 2002 2004 2009 2013 2014 2015 2016 2018 2020 2021 STARCRAFT DOTA ALLSTARS DOTA 2 HONOR OF KINGS BRAWL STARS POKÉMON UNITE Blizzard launches StarCraft, Warcraft’s editor results in many Developed by Valve, DOTA 2 Developed by TiMi, Tencent’s Supercell launches Brawl Stars Tencent’s Pokémon Unite which features a map editor new maps for the game. DotA debuts on the company’s Steam mobile Honor of Kings launches worldwide, introducing a more launches on mobile. It heads to called StarEdit. Aeon of Strife, a spawns DotA Allstars, an even platform and becomes one of in China and becomes the most casual approach to the MOBA the top of the download prelude to DotA, is born. more polished, popular map. the most played games ever. popular MOBA in that market. sub-genre for mobile players. rankings in all major markets.
© 2021 Sensor Tower Inc. - All Rights Reserved Market Overview: Worldwide Revenue The Mid-Core class is a collection of genres that Revenue share by Game Class, Genre, and Sub-Genre between January and August 2021 appeal to a more dedicated gaming audience. They typically require a significant time investment by players, have complex mechanics, and monetize through in-app Tower Defense purchases. This class accounts for 60 percent of 4% Tactical Battler 5% worldwide player spending. Empire Simulation 5% Geolocation AR 9% Card Battler 5% Strategy games rely on the player's decision- Tabletop Build & Battle 6% making skills to make strategic choices. 7% Arcade Typically, they are slower paced and more 6% MOBA mechanically complex than other genres. 23% Strategy ranks as the No. 2 genre by player spending, accounting for 34 percent of the Mid- Core market. This genre was bigger than Sports & Racing 5% Shooter, Action, and Sports & Racing combined. In MOBA games, players execute real-time team- Racing based actions with strategic objectives. These 20% games usually have very limited power progression and monetize mainly through cosmetics. This sub-genre accounts for 23 percent of Strategy game player spending. MOBA Overview 7
© 2021 Sensor Tower Inc. - All Rights Reserved Market Overview: Worldwide Downloads Downloads by Game Class, Genre, and Sub-Genre between January through August 2021 Even though more than half of player spending is concentrated in the Mid-Core class, the vast majority of downloads are from Casual games. Excluding Hypercasual, this class accounts for 70 percent of downloads. Mid-Core games account Casino 2% for just 20 percent of worldwide installs. The Shooter genre ranks as the most popular Tactical Battler among Mid-Core games. Strategy is the second 14% Tower Defense 15% largest by downloads, accounting for 24 percent MOBA of Mid-Core installs between January and 21% August 2021. 4X Strategy 34% The MOBA sub-genre generated 208 million downloads during this period, accounting for 21 percent of overall Strategy game installs. Note: Hypercasual titles are excluded from this chart. MOBA Overview 8
© 2021 Sensor Tower Inc. - All Rights Reserved MOBA Is One of The Fastest-Growing Strategy Sub-Genres Quarterly worldwide Strategy genre revenue by sub-genre (indexed to Q1 2019) 4X Strategy Build & Battle Card Battler Empire Simulation MOBA Tactical Battler All Strategy Games 200% Two sub-genres stand out in terms of worldwide revenue over the past two years: 4X Strategy and MOBA. They are the fastest growing and highest 175% 4X Strategy grossing sub-genres, accounting for 52 percent MOBA and 23 percent of overall Strategy genre All Strategy revenue, respectively. Games 150% MOBA revenue increased by 14 percent quarter-over-quarter during Q2 2021, its steepest rise over the past year. During the first 125% Empire Simulation Tactical Battler half of the year, games in this sub-genre Card Battler generated approximately $2 billion in player Build & Battle spending globally. 100% 75% Note: 19 19 19 19 20 20 20 20 21 21 Tower Defense is excluded from the chart due to scale. 20 20 20 20 20 20 20 20 20 20 Q1 Q2 Q3 Q4 Q1 Q2 Q3 Q4 Q1 Q2 MOBA Overview 9
© 2021 Sensor Tower Inc. - All Rights Reserved MOBA Downloads Declined Despite Revenue Growth Quarterly worldwide Strategy genre downloads by sub-genre (indexed to Q1 2019) 4X Strategy Build & Battle Card Battler Empire Simulation MOBA Tactical Battler All Strategy Games 250% Although MOBA is one of the fastest growing strategy sub-genres by worldwide player spending, downloads decreased by 10 percent globally during Q2 2021. 200% Card Battler With the exception of Card Battler games, downloads in the overall Strategy genre and have stagnated or declined during the period 150% between Q1 2019 and Q2 2021. 4X Strategy 100% All Strategy Games Tactical Battler MOBA Build & Battle Empire Simulation 50% 19 19 19 19 20 20 20 20 21 21 20 20 20 20 20 20 20 20 20 20 Q1 Q2 Q3 Q4 Q1 Q2 Q3 Q4 Q1 Q2 MOBA Overview 10
© 2021 Sensor Tower Inc. - All Rights Reserved Monthly Spending in Mobile MOBAs Exceeds $300 Million Worldwide revenue and downloads for MOBA sub-genre Revenue Average US$339M $400M US$298M +14% Y/Y Since the beginning of 2021, the MOBA sub- +43% Y/Y genre has held a new baseline in player $300M US$208M US$154M +35% Y/Y spending of more than $300 million per month. $200M +11% Y/Y US$139M Lockdowns due to global COVID-19 pandemic $100M sparked a surge in revenue in the MOBA sub- $0 genre, with average monthly player spending rising by 43 percent year-over-year in 2020. 17 7 7 7 18 8 8 8 19 9 9 9 20 0 0 0 21 1 1 r-1 l-1 t-1 r-1 l-1 t-1 r-1 l-1 t-1 r-2 l-2 t-2 r-2 l-2 n- n- n- n- n- Ju Ju Ju Ju Ju Oc Oc Oc Oc Ap Ap Ap Ap Ap Ja Ja Ja Ja Ja December 2018: Brawl Stars Downloads Average launched worldwide Late 2020 to Early 2021: The MOBA sub-genre has continued to build League of Legends: Wild Rift 60M was gradually rolled out upon the gains it made in 2020, with average across additional markets 50M monthly revenue rising by an additional 14 40M 27.9M 23.1M percent so far in 2021. 25.2M +10.5% Y/Y -17% Y/Y 30M 21.8M 22.5M +12% Y/Y +3% Y/Y 20M Downloads are driven by big new releases, with 10M titles such as Brawl Stars and League of Legends: Wild Rift sparking increased installs in the MOBA 0 market. 17 7 7 7 18 8 8 8 19 9 9 9 20 0 0 0 21 1 1 r-1 l-1 t-1 r-1 l-1 t-1 r-1 l-1 t-1 r-2 l-2 t-2 r-2 l-2 n- n- n- n- n- Ju Ju Ju Ju Ju Oc Oc Oc Oc Ap Ap Ap Ap Ap Ja Ja Ja Ja Ja MOBA Overview 11
© 2021 Sensor Tower Inc. - All Rights Reserved Asia Makes Up Lion’s Share of Mobile MOBA Market MOBA revenue and download market share by region Asia North America Europe Latin America Middle East While its share has decreased since 2018, Asia 93% 3% 3% accounts for the vast majority of mobile MOBA 1% 18 20 revenue so far in 2021, making up 84 percent of REVENUE 83% 5% 9% 2% 1% player spending. 19 20 85% 4% 9% 1% 1% Europe accounts for 9 percent of global MOBA 20 revenue, almost double that of North America. 20 84% 5% 9% 1% 1% 21 The market share for downloads in Asia has 20 0% 25% 50% 75% 100% dwindled during the past four years. Latin America has seen the most gains, accounting for 67% 5% 15% 12% 1% a 20 percent share of installs in 2021. Despite 18 this growth, the region still accounts for a small 20 percentage of global MOBA revenue. DOWNLOADS 56% 4% 25% 12% 1% 19 20 54% 3% 24% 17% 2% 20 20 Note: 52% 5% 20% 20% 2% Africa and Oceania are excluded. 21 20 0% 25% 50% 75% 100% MOBA Overview 12
© 2021 Sensor Tower Inc. - All Rights Reserved Mobile Legends Has the Greatest Global Appeal All-time revenue breakdown by Asia and Rest of World Honor of Kings #COMPASS Onmyoji Arena Mobile Legends: Bang Bang Some of the biggest MOBA titles worldwide are 0 7% focused largely on one market. #Compass, available only in Japan, has generated $281 REVENUE ASIAN >50% 44% million in player spending to date. Honor of 56% Kings and Onmyoji Arena, meanwhile, have accumulated most of their revenue in China. 100% 100% 93% While the overall market generates the majority Asia Other of revenue in Asia, titles such as Mobile Legends, League of Legends, and Brawl Stars have been League of Legends: Wild Rift Vainglory Brawl Stars Heroes Evolved able to break out into other regions. Mobile Legends from ByteDance-owned 22% 30% Moonton, which has grossed $1 billion to date, NON-ASIAN REVENUE 40% has the most global appeal with 44 percent of its >50% 45% 55% revenue emanating from outside Asia. 60% 70% 78% Note: Country flag indicates game’s top country by player spending. MOBA Overview 13
© 2021 Sensor Tower Inc. - All Rights Reserved MOBAs Find Sizable Audiences in Emerging Markets Daily Active Users (DAU) by country between January and August 2021 Indonesia Philippines Brazil Other Even though the United States ranks as the No. 1 country for player spending in Mobile Legends, Mobile Legends: Bang Bang 36% 15% 9% 41% Brawl Stars, and League of Legends: Wild Rift, emerging markets such as Indonesia, Brazil, and 0% 25% 50% 75% 100% Russia were these titles’ leading markets by daily active users (DAU). Russia Brazil U.S. Turkey Other In Mobile Legends, the emerging markets of Indonesia, the Philippines, and Brazil accounted Brawl Stars 11% 9% 8% 6% 66% for 60 percent of daily active users between January and August 2021. 0% 25% 50% 75% 100% Brazil stands out as one of the largest Brazil Vietnam Philippines U.S. Other emerging markets for daily active users, ranking No. 1 for League of Legends, No. 2 for League of Legends: 13% 9% 7% 6% 66% Brawl Stars, and No. 3 for Mobile Legends. Wild Rif 0% 25% 50% 75% 100% MOBA Overview 14
Top MOBA Mobile Games Worldwide — Analysis of Top Titles by Revenue and Downloads
© 2021 Sensor Tower Inc. - All Rights Reserved Honor of Kings Hits $10 Billion Lifetime Player Spending Top grossing titles by worldwide player spending for January through August 2021 Google Play App Store Launched in 2015, Honor of Kings has become Honor of Kings . the highest earning mobile game globally, surpassing $10 billion in total player spending. Brawl Stars . Between January 1 and August 31, 2021 alone, the title accumulated more than $2 billion. Mobile Legends: Bang Bang . League of Legends: Wild Rift . Brawl Stars from Supercell ranked as the No. 2 mobile MOBA by player spending, generating #Compass . more than $320 million in lifetime sales. The game’s largest market was the United States (16 Onmyoji Arena . percent) followed by Germany (9.9 percent). Dream of The Three Kingdoms . The MOBA market is highly concentrated and MARVEL Super War . dominated by industry heavyweights such as Tencent, Supercell, and ByteDance, making it Tanks a Lot . challenging for newcomers to enter. MARVEL Realm of Champions . Note: Graph resized for scale. Spending totals do not include third- $100M $200M $300M US$2B $400M party Android stores. Top Games Worldwide 16
© 2021 Sensor Tower Inc. - All Rights Reserved Mobile Legends Is The Most Downloaded MOBA of 2021 Top titles by worldwide downloads for January through August 2021 Google Play App Store Mobile Legends is the world’s top MOBA by Mobile Legends: Bang Bang . downloads between January and August of this year, generating 54 million installs. Google Play Brawl Stars . accounted for 88.5 percent of all downloads and accounted for 64.5 percent of revenue. Honor of Kings . League of Legends: Wild Rift . Brawl Stars ranks as the No. 2 mobile MOBA by installs so far in 2021, accumulating nearly 50 MARVEL Super War . million downloads. Google Play also accounted for the vast majority of Brawl Stars installs. Tanks a Lot . League of Legends: Wild Rift launched its North Onmyoji Arena . American beta during March 2021, and now MARVEL Realm of Champions . ranks as the No. 4 most downloaded title in the sub-genre. Heroes Arena . Heroes of Dawn . 10M 20M 30M 40M 50M 60M Top Games Worldwide 17
© 2021 Sensor Tower Inc. - All Rights Reserved MOBA Is a Winner-Takes-All Market on Mobile Top grossing MOBA mobile games worldwide 2019 2020 2021 The MOBA sub-genre is defined by its market leaders–Honor of Kings, Brawl Stars, and Mobile Legends—which have dominated the space for 1 Honor of Kings 1 Honor of Kings 1 Honor of Kings - years and have essentially made it a winner- - - Tencent Tencent Tencent takes-all market. Brawl Stars Brawl Stars Brawl Stars 2 Supercell +2 2 Supercell - 2 Supercell - Honor of Kings rules the sub-genre in China, but has encountered difficulty developing global appeal. Mobile Legends has managed to Mobile Legends Mobile Legends Mobile Legends 3 Moonton -1 3 Moonton - 3 Moonton - capitalize on this vacuum to establish itself as a leader in the rest of the world. League of #Compass #Compass Legends NEW -1 - 4 NHN Corp 4 NHN Corp 4 Riot Games Onmyoji Arena Onmyoji Arena #Compass - - NHN Corp -1 5 NetEase 5 NetEase 5 Note: The +/- next to game names reflect their change in ranking from the previous year. “NEW” means that a game is new to the top five for that year. 2021 includes data from January to August. Top Games Worldwide 18
© 2021 Sensor Tower Inc. - All Rights Reserved Mobile Legends Passes Brawl Stars for 2021 Downloads Most downloaded MOBA mobile games worldwide 2019 2020 2021 Mobile Legends, acquired by ByteDance in March 2021, has generated 54 million installs worldwide so far this year. That makes it the 1 Brawl Stars 1 Brawl Stars 1 Mobile Legends +1 No. 1 mobile MOBA by global downloads in +2 - Moonton Supercell Supercell 2021, surpassing Brawl Stars for the first time. Mobile Legends Mobile Legends Brawl Stars 2 Moonton -1 2 Moonton - 2 Supercell -1 League of Legends: Wild Rift began rolling out in select countries during October 2020 and quickly ranked as the No. 4 most installed MOBA Honor of Kings Honor of Kings Honor of Kings 3 Tencent -1 3 Tencent - 3 Tencent - worldwide for the year. The game has held this position into 2021 following its release into League of League of other territories, such as the Americas. Heroes Arena Legends +2 Legends NEW - 4 uCool 4 Riot Games 4 Riot Games MARVEL Super MARVEL Super Tanks a Lot War - +3 War NEW 5 Highcore Labs 5 NetEase 5 NetEase Note: The +/- next to game names reflect their change in ranking from the previous year. “NEW” means that a game is new to the top five for that year. 2021 includes data from January to August. Top Games Worldwide 19
Top MOBA Mobile Games in the U.S. — Analysis of Top Titles by Revenue and Downloads
© 2021 Sensor Tower Inc. - All Rights Reserved Brawl Stars Is the Top Mobile MOBA in the U.S. for 2021 Top grossing titles by player spending in the U.S. for January through August 2021 Google Play App Store For the third year running, Brawl Stars is the top Brawl Stars . earning mobile MOBA in the United States, accumulating $51 million in player spending—75 Mobile Legends: Bang Bang . percent of which came from the App Store. Supercell focused on simpler mechanics and a League of Legends: Wild Rift . 3D cartoon art style to bring the genre to a wider Arena of Valor (Honor of Kings) . audience, particularly in the U.S. where the category previously struggled to gain traction. MARVEL Realm of Champions . Mobile Legends ranks as the No. 2 title by player Tanks a Lot . spending, generating more than $43 million so far in 2021, up 17.6 percent year-over-year. Onmyoji Arena . Heroes Evolved . League of Legends: Wild Rift, which began its open beta in the U.S. in March 2021, has quickly Extraordinary Ones . become the market’s No. 3 earning mobile MOBA, picking up $16.9 million so far this year. Legend of Ace . Unlike Brawl Stars, Google Play has accounted $10M $20M $30M $40M $50M $60M for the majority of its revenue at 62 percent. Top Games in the U.S. 21
© 2021 Sensor Tower Inc. - All Rights Reserved Wild Rift Heads Straight to No. 1 for U.S. Installs Top titles by downloads in the U.S. for January through August 2021 Google Play App Store League of Legends: Wild Rift is the most League of Legends: Wild Rift . downloaded mobile MOBA in the United States so far in 2021, able to capitalize on the well Brawl Stars . known IP and generate 3 million installs. The title marks the third occasion Riot has utilized Mobile Legends: Bang Bang . the League of Legends IP in its mobile portfolio, MARVEL Realm of Champions . following the releases of Teamfight Tactics and Legends of Runeterra, with Wild Rift already the King of Crabs . most installed of the three. Tanks a Lot . Even though Google Play has accounted for 62 percent of Wild Rift’s U.S. revenue, the App Store Arena of Valor (Honor of Kings) . represents 56 percent of the installs. This bucks Onmyoji Arena . the typical trend, where Google Play generally sees a greater number of mobile game Extraordinary Ones . downloads, while the App Store accounts for a larger share of player spending. Vainglory . 500K 1.0M 1.5M 2.0M 2.5M 3.0M 3.5M Top Games in the U.S. 22
© 2021 Sensor Tower Inc. - All Rights Reserved Brawl Stars Dominates the U.S. MOBA Market on Mobile Top grossing MOBA mobile games in the United States 2019 2020 2021 Since its release in December 2018, Brawl Stars has consistently been the No. 1 ranked mobile MOBA in the United States by player spending. 1 Brawl Stars 1 Brawl Stars 1 Brawl Stars - +1 - Supercell Supercell Supercell League of Legends: Wild Rift entered the charts at No. 3 in 2021 following the launch of its U.S. Mobile Legends Mobile Legends Mobile Legends 2 Moonton -1 2 Moonton - 2 Moonton - open beta in March. League of While Arena of Valor is wildly popular in China Arena of Valor Arena of Valor 3 Tencent - 3 Tencent - 3 Legends NEW and has seen player spending rise over the past Riot Games year, the title has not been able to replicate that level of success in the U.S. Vainglory Tanks a lot Arena of Valor +1 +3 -1 4 Super Evil Megacorp 4 Highcore Labs 4 Tencent Marvel Realm of Onmyoji Arena NEW Onmyoji Arena - Champions NEW 5 NetEase 5 NetEase 5 Kabam Note: The +/- next to game names reflect their change in ranking from the previous year. “NEW” means that a game is new to the top five for that year. 2021 includes data from January to August. Top Games in the U.S. 23
© 2021 Sensor Tower Inc. - All Rights Reserved League of Legends Takes No. 1 for U.S. Downloads Most downloaded MOBA mobile games in the United States 2019 2020 2021 League of Legends: Wild Rift has gone directly to the top spot for mobile MOBA downloads in the League of United States following the start of its open beta 1 Brawl Stars 1 Brawl Stars - 1 Legends NEW in March 2021, usurping previous incumbent Supercell Supercell Riot Games Brawl Stars which had dominated since 2019. Mobile Legends Mobile Legends Brawl Stars 2 Moonton - 2 Moonton - 2 Supercell -1 The world’s most popular MOBA, Honor of Kings (known as Arena of Valor in the West), has Marvel Realm of moved out of the top five by U.S. downloads King of Crabs Mobile Legends 3 Robot Squid NEW 3 Champions NEW 3 Moonton -1 with the success of Wild Rift. Kabam Marvel Realm of Arena of Valor -1 King of Crabs -1 Champions -1 4 Tencent 4 Robot Squid 4 Kabam Tanks a Lot NEW Arena of Valor -1 King of Crabs -1 Tencent Robot Squid 5 Highcore Labs 5 5 Note: The +/- next to game names reflect their change in ranking from the previous year. “NEW” means that a game is new to the top five for that year. 2021 includes data from January to August. Top Games in the U.S. 24
Intellectual Property Insights — Analysis of Licensed IP in MOBA Mobile Games
© 2021 Sensor Tower Inc. - All Rights Reserved IP-Based MOBAs Make Up Nearly Half of U.S. Installs Approximately 43 percent of U.S. mobile MOBA Share of mobile MOBA downloads by IP in the U.S. from January through August 2021 downloads during the first eight months of 2021 were for games that utilized a licensed IP. While the majority of installs (57 percent) came from non-IP games, titles such as Mobile Legends and Arena of Valor (Honor of Kings) have historically used licenses to appeal to a wider audience by adding new playable heroes. MOBILE LEGENDS + TRANSFORMERS IP Insights 26
© 2021 Sensor Tower Inc. - All Rights Reserved Overview: Pokémon Unite APP INTELLIGENCE Worldwide STORE INTELLIGENCE Release Date: Sep. 22, 2021 First Day Downloads: 1.8 million INSTALL SHARE First Week Downloads: 31 million INTELLECTUAL PROPERTY 42% Licensed IP: Pokémon IP Operator: The Pokémon Company Corporate Parents: Nintendo, Game Freak, Creatures IP Type: Videogame 58% IP Insights
© 2021 Sensor Tower Inc. - All Rights Reserved Pokémon Unite Surpasses 15 Million Downloads in 2 Days Worldwide cumulative downloads for top mobile MOBAs during launch period Pokémon Unite Brawl Stars League of Legends: Wild Rif 40M Pokémon Unite is the biggest MOBA launch ever on mobile, surpassing 15 million downloads within just two days following its release on September 22, 2021. It took Brawl Stars seven 30M days to reach this same milestone. One the day of its release, Pokemon Unite ranked as the No. 1 most downloaded iPhone game on the App Store in 59 countries. In its first 20M week, the title accumulated more than 30 million downloads worldwide. League of Legends: Wild Rift has had a staggered 10M global rollout, starting in Asia in October 2020 before launching in the Americas in 2021. Note: League of Legends: Wild Rift downloads are from its initial rollout in Asia in October 2020 0 0 1 2 3 4 5 6 7 8 9 10 11 12 13 14 15 Days Since Launch IP Insights 28
© 2021 Sensor Tower Inc. - All Rights Reserved Pokémon Doubles Down on The Strategy Genre Pokémon GO found massive success in the Global download share of games with Pokémon license by genre between 2017 and 2021 Geolocation AR genre, consistently generating the vast majority Pokémon-related IP downloads since its launch in July 2016. The Geolocation AR RPG Lifestyle Puzzle Arcade Strategy RPG genre, which the franchise is built upon, ranks No. 2 for downloads, thanks to titles such 100% as Pokémon Masters and Pokémon Quest. Diversifying its offerings on mobile, The 75% Pokémon Company is now eyeing the Strategy genre with the launch of Pokémon Unite and upcoming of Pokémon Trading Card Game Live. 50% POKÉMON MOBILE STRATEGY GAMES 25% Pokémon Unite Pokémon Trading Card Moba Game Live 0% Released Card Battler 17 17 17 17 18 18 18 18 19 19 19 19 20 20 20 20 21 21 Announced 20 20 20 20 20 20 20 20 20 20 20 20 20 20 20 20 20 20 Q1 Q2 Q3 Q4 Q1 Q2 Q3 Q4 Q1 Q2 Q3 Q4 Q1 Q2 Q3 Q4 Q1 Q2 IP Insights 29
Product Overview — Deep Dive into the Most Successful MOBA Mobile Games
© 2021 Sensor Tower Inc. - All Rights Reserved Product Overview Complex: Complex: Innovative: Innovative: 1 2 3 4 Innovative Game Experiences: More casual for broader appeal Innovative Game Experiences: More casual for broader appeal Classic MOBAs (Lines, Jungles, Roles) Classic MOBAs (Lines, Jungles, Roles) Competitive MOBA Paid Advantage Paid Advantage Less Core - Skins are only cosmetic and don’t - Skins can be acquired with hard - Skins are only cosmetic - Skins are only cosmetic affect stats currency and modify the stats of heroes. This provides players with a - Items are acquired with soft - No items - Items are acquired in-game and competitive advantage if they currency and can be upgraded with only last during that session spend money in the game Aeos Gems (hard currency). - Large variety of game modes (PvP Upgraded items modify Pokémon and PvE) appeal to broader - Competitive focus can lead to - Items are acquired in-game and stats, creating a paid competitive audiences. Game modes include: potential for eSports only last during that session advantage. 3v3, Showdown (Battle Royale), Siege, Heist, Boss Fight, and Robo - Complex mechanics (more than six - More than 100 heroes - Fewer than 30 heroes but 100+ to Rumble (PvE), Big Game. action buttons) be added with new seasons - Complex mechanics (more than six - More than 60 heroes - More than 70 heroes action buttons) - Simplified game mechanics - Simplified game mechanics (two - Include 5v5, 3v3, and 1v1 modes - Innovative gameplay experience: action buttons). Jungle creeps drop Pokéballs which are used to score Product Overview 31
© 2021 Sensor Tower Inc. - All Rights Reserved Brawl Stars Has Market-Leading Engagement All-time retention and all time daily time spent on iOS Mobile Legends Mobile Legends League of Legends League of Legends Brawl Stars Brawl Stars Among the analyzed MOBAs, Brawl Stars has the highest Day 60 retention rate of its peers at 20 60% 20 percent, placing it among some of the best mobile games in the industry by this metric. 50% Brawl Stars, a more casual MOBA, has half the 15 average daily time spent of more traditional- Session Duration (Minutes) 40% style titles in the genre, such as Mobile Legends and League of Legends. Retention 30% 10 20% 5 10% 0% 0 D1 D7 D30 D60 Time Spent Days Product Overview 32
© 2021 Sensor Tower Inc. - All Rights Reserved Paid Advantage Boosts RPD but Risks Retention Impact U.S. key performance indicators among top MOBA titles for January through August 2021 Some MOBA mobile games incorporate paid advantage mechanics, enabling players to purchase upgrades that can positively impact their chances of winning. These games can achieve higher RPD, but the mechanics can potentially lead to lower long-term retention. While this monetization model is popular in some Asia countries, it is not particularly successful in Western markets. Brawl Stars' more casual approach to gameplay and shorter sessions provides the game with broader audience appeal, and as a result it ranks No. 1 for U.S. daily active users. Product Overview 33
Conclusion
© 2021 Sensor Tower Inc. - All Rights Reserved Conclusion ● MOBA is one of the fastest growing Strategy sub-genres. Revenue increased by 14 percent quarter-over-quarter during Q2 2021, its steepest rise over the past year. During the first half of 2021, titles in this sub-genres generated approximately $2 billion in player spending globally. ● Asia accounts for the vast majority of MOBA revenue so far in 2021, making up 84 percent of player spending. ● MOBA games find sizable audiences in emerging markets. Brazil stands out as one of the largest markets for active users, ranking No. 1 for DAUs in League of Legends, No. 2 for Brawl Stars, and No. 3 for Mobile Legends. ● First launched in 2015, Honor of Kings (Arena of Valor in Western markets) has become the highest revenue generating mobile game globally across the App Store and Google Play, generating $10 billion in player spending. ● IP-Based MOBAs make up nearly half of U.S. installs. Games that don’t own an IP, such as Mobile Legends and Arena of Valor, have historically used licenses to appeal to a wider audience. ● Pokémon Unite is the biggest MOBA launch ever on mobile, surpassing 15 million downloads in just two days following its release on September 22, 2021. ● Some MOBAs incorporate paid advantage mechanics with purchasable upgrades that can impact chances of success. These games can achieve higher revenue per download, but might see lower long-term retention. Conclusion 35
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