Activision Blizzard had over 400M MAU on average throughout calendar 2020 and is aiming to increase to 1 billion
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We had ~400M MAUs in 2020 and we are accelerating our path to reach a billion people as we apply the Call of Duty® framework across our other franchises, including premium content, free-to-play access to all consumers, expansion to mobile and continuous regular delivery of in-game content.
Bearish bets on GameStop stock reflect ever growing shift towards an all digital video game experience
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GameStop's performance has fallen victim to the video game space's general shift to become increasingly digital. Game purchases and in-game purchases are rapidly moving away from traditional brick and mortar environments like GameStop. The remote living of COVID-19 has exacerbated this trend. Revenue data from video game providers like Activision Blizzard and Take-Two Interactive Software further underpin the shift by revealing that 80-90% of September-quarter net bookings were digitally delivered. As all things video games move to the digital realm, virtual good marketplaces will become more integral and inseparable aspects of the video game experience.
Roblox sees an average of 2.6 hours per daily active user each day
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In the nine months ended September 30, 2020, 31.1 million average DAUs across over 180 countries enjoyed experiences on Roblox across mobile, desktop and console platforms. Our users are diversified across multiple dimensions, including age, geography, platform and gender. Each day users can express themselves through their avatars, explore different worlds, and engage with others in the Roblox community. During the nine months ended September 30, 2020, users spent 22.2 billion hours engaged on the platform, or an average of 2.6 hours per daily active user each day. Over the same period, our users explored an average of over 20 different experiences on the Roblox Platform per month.
Over 214M people in the US play videogames at least 1 hour every week
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Research Category: TAM and Industry Trends for virtualgoods.shop
More than 214 million people in the United States today play video games one hour or more per week. 75% of all U.S. households have at least one person who plays. In sum, 64% of U.S. adults and 70% of those under 18 regularly play video games.
There were over 2.5B active videogamers worldwide in 2019 and analysts expect over 3B by 2023, so minus <1B sports videogamers suggests >2B
View above about Model Issue: Prospective MAU for virtual goods purchases in Other videogames
The video gaming industry is huge and shows no signs of slowing down. While there were almost two billion video gamers across the world in 2015, this figure is expected to rise to over three billion gamers by 2023.
