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September 21, 2019
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Tim Merel's Expert Blogs

Games software/hardware combined could deliver $165B to $170B in 2018, and $230B to $235B by 2022. Games software alone could take 3/4 of market revenue in 5 years, with hardware taking the rest (as detailed in Digi-Capital's new Games Report Q1 2018).


Posted by Tim Merel on Tue, 09 Jan 2018 10:00:00 EST in Business/Marketing, Console/PC, Indie, Smartphone/Tablet, VR
AR/VR investment records were broken last year as startups raised over $3 billion across 28 AR/VR categories (over $1.5 billion in Q4 2017). Plus Magic Leap revealed its product and took less than a fifth of all investment. Who knew that could happen?


Games software/hardware combined could drive >$150B for the first time in 2017, with software taking around 3/4 and hardware around 1/4 (Note: this is games software/hardware combined non-hardware revenues could deliver >$110B globally this year)


Posted by Tim Merel on Tue, 06 Jun 2017 10:18:00 EDT in Business/Marketing, Smartphone/Tablet, VR
The mobile AR platform war kicked off with Mark Zuckerbergs Were making the camera the first augmented reality platform. Now Apples launch of its ARkit for iOS as the largest AR platform in the world has taken the mobile AR war to the next level.


Posted by Tim Merel on Wed, 24 May 2017 09:53:00 EDT in Business/Marketing, Smartphone/Tablet, VR
Mark Zuckerbergs Were making the camera the first augmented reality platform kicked off the mobile AR platform war. Facebook, Apple, Google, Tencent, Snap, Samsung, Huawei and more in a mobile AR platform cage fight - who comes out on top?


Posted by Tim Merel on Wed, 08 Feb 2017 09:47:00 EST in Business/Marketing, VR
Digi-Capitals newAugmented/Virtual Reality Report and deals databaserecorded VCs and corporate investors pouring $2.3 billion into VR/AR startups last year, or over 3 times the$700+ million invested in 2015. So who raised all that cash?


Posted by Tim Merel on Fri, 27 Jan 2017 10:36:00 EST in Business/Marketing, Console/PC, Indie, Social/Online, Smartphone/Tablet, VR
Digi-Capitals Games Report 2017 recorded $30.3B games deals in 2016 ($28.4B M&A, $1.9B investment). Mobile games growth to over $80B revenue as part of a $170B games market by 2021 (up from $117B total forecast for 2017) drove major consolidation deals.


Digi-Capitals new 200+ pageGames Report Q3 2016foundthat games investments, M&As and stock markets delivered massive turnaround since last year - $1.6B investment and $25.7B M&A in 2016 so far, with the games stock market up 17% in the last 12 months


Posted by Tim Merel on Thu, 18 Aug 2016 04:20:00 EDT in Business/Marketing, Smartphone/Tablet, VR
Stop calling Pokmon Go AR say the purists. But who cares what you call something that is so successful? Just be glad it happened, and lets figure out what the mainstreaming of AR means for the AR/VR industry.


Games industry M&A across all sectors hast hit another record, topping $25 billion between January andJuly 2016. The latest$4.4 billion acquisition ofPlaytikaby a Chinese consortium led by Giant is yet another sign of late stage market consolidation.


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