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Tim Merel's Blog   Expert Blogs


Tim Merel is Managing Director of AR/VR and games adviser (reports/tools, company network, strategy consulting, investment banking) Digi-Capital


Expert Blogs

Posted by Tim Merel on Fri, 12 Jul 2019 10:36:00 EDT in Business/Marketing, Console/PC, Indie, Social/Online, Smartphone/Tablet, VR
Digi-Capital’s new Games Investment Report Q3 2019 shows a record $9.6 billion games investment in the last 18 months. Yet at the same time games company M&As and IPOs dropped to 2010 levels at only $1.1 billion for the first half of 2019.

Digi-Capital's Games Report forecasts that games industry software/hardware combined could drive well over $200 billion revenue by 2023, despite short-term concerns about public games company valuations

Posted by Tim Merel on Tue, 29 Jan 2019 09:42:00 EST in Business/Marketing, Console/PC, Indie, Social/Online, Smartphone/Tablet, VR
Digi-Capital’s Games Report Q1 2019 tracked games companies raising $5.7 billion in 2018, which was over twice the previous record investment from 2017.

This year's record $25 billion games deals over just 9 months could mean we've hit the top of the market, as detailed in Digi-Capital's new Games Report Q4 2018. Last time this happened, there was a games deals ice age at the lowest level for a decade.

Posted by Tim Merel on Mon, 07 May 2018 10:36:00 EDT in Business/Marketing, Console/PC, Smartphone/Tablet, VR
America delivered more AR/VR/XR revenue than China last year, but Chinese growth in the next five years could see it dominate AR/VR long-term and not by a small margin. China could take more than $1 of every $5 spent on AR/VR/XR globally by 2022.

Posted by Tim Merel on Wed, 18 Apr 2018 04:17:00 EDT in Business/Marketing, Console/PC, Indie, Social/Online, Smartphone/Tablet, VR
In games deal making theres Tencent and theres everyone else. Tencent participated in >$4 of every $10 invested and >3/4 of all M&A value for games globally in the last 12 months. Plus Q1 saw total games market record >$2.1B investment and >$14.4B M&A.

Tim Merel's Comments

Comment In: [Blog - 08/18/2016 - 04:20]

@Brian Tsukerman Thanks for your ...

@Brian Tsukerman Thanks for your comment. As the hundreds of millions soon billions of dollars of revenue have made Pokemon Go 1 in the top grossing charts, the hundreds of millions of players who have taken it there seem to like it. With the greatest of respect, that success might ...

Comment In: [Blog - 03/01/2016 - 03:36]

Thanks for the kind references, ...

Thanks for the kind references, but you are using old, out-of-date forecasts. So your quotes and charts from us and any copies of them are all out of date and do not reflect our current thinking. You can see our current forecasts at r n r nOur investment analysis ...

Comment In: [Blog - 01/14/2016 - 07:44]

@Tadhg Kelly It 's all ...

@Tadhg Kelly It 's all about installed bases, use cases and unit economics. If you don 't think there will be a combined installed base for AR and VR everything from Cardboard up to Magic Leap in the low single digit hundreds of millions in 5 years time, then the ...

Comment In: [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

Comment In: [Blog - 10/19/2015 - 05:58]

@Ramin Shokrizade Thank you for ...

@Ramin Shokrizade Thank you for your question. r n r nYou can see the fundamentals driving what is happening here: r n r n .ViaOlX6rQgt r n r nand here: r n r n .ViaOlX6rQgt r n r nHope that helps

Comment In: [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