Tim Merel's Blog
Tim Merel is Founder/Managing Director of Digi-Capital (www.digi-capital.com), an investment bank for games, apps, digital media/services and tech/telecoms across America, Asia (China, Japan, South Korea) and Europe.
Digi-Capital has completed the first technical benchmarking across AR/VR head mounted displays globally, including 26 benchmarks across the critical success factors of mobility, vision, immersion, usability, flexibility, wearability, and affordability
The first 9 months of the year were brutal for games deal makers, with total deal value (i.e. dollars) across investments, mergers and acquisitions (M&As), and IPOs down 82% on last year.
While Digi-Capital's Games Report Q2 2015 forecasts games software revenue growing from $88 billion in 2015 to $110 billion by 2018, games deals dropped 89% this year with investments down 48%, M&As down 87% and a quiet IPO market.
Games deals hit inflection point in Q1 2015 after record deals in 2014
Games leaders to dominate $45 billion mobile games revenue forecast by 2018, with Android games revenue higher than iOS (including China)
Digi-Capital's new Augmented/Virtual Reality Report 2015 forecasts AR/VR to hit $150 billion disrupting mobile by 2020 (AR $120 billion/VR $30 billion).
Tim Merel's Comments
[Blog - 11/04/2015 - 08:58]
@Krzysztof Lewicki Thank you for ...
@Krzysztof Lewicki Thank you for your comment. Maybe you 're right theoretically, but we couldn 't see the pixels : r n r nYou can also see discussion about that sort of thing here http://www.theverge.com/2015/6/17/8794907/oculus-rift-touch-virtual-reality-hands-on-e3-2015
[Blog - 10/19/2015 - 05:58]
@Ramin Shokrizade The last letter ...
@Ramin Shokrizade The last letter of the second link keeps getting changed by the system here, so please go to the third page of our blog from here http://www.digi-capital.com/news/. The second post is about 2/3 of the way down on the third page. r n r nAnd on games stocks, ...
[Blog - 06/26/2015 - 08:17]
@Jesse Schell It 's rare ...
@Jesse Schell It 's rare to see such a clearly thought through approach to the practical realities of VR design. This should be required reading for all VR designers, from novice to expert. Great
[Blog - 04/06/2015 - 07:37]
@Ian Fisch Using the smartphone ...
@Ian Fisch Using the smartphone market as an analogy, it took Steve Jobs introducing the iPhone to create the market we see today. He showed the way with a beautiful user experience which children and adults could use without an instruction manual, and with an ecosystem which developers could see ...
[Blog - 01/29/2015 - 06:06]
Nice work as always Thomas ...
Nice work as always Thomas : r n r nIt 's interesting how Kickstarter accounted for less than 2 of all games investment in 2014 compared to its high of less than 6 in 2012. There 's more on total games investment for 2014 in last week 's Gamasutra post ...
[Blog - 07/14/2014 - 03:26]
@Nooh Ha: Thank you for ...
@Nooh Ha: Thank you for your question. r n r nAll the transactions making up the 12.5B are detailed in our full 173 page Global Games Investment Review Q2 2014 at www.digi-capital.com/reports. We see many transactions from all regions Asia, America, Europe which are not always captured by others with ...