c349 Vergleichend Nicht priorisiert

Mobile gaming UA expenses have exceeded the app store fees on consumer spending since 2020

Slides: s123 Argument: UA006B Cluster: Advertising Revenue Growth Hub-Score: 0

Framing-Operationen

Macht sichtbar

User acquisition as the dominant cost driver for mobile game publishers

Macht unsichtbar

Other operational costs beyond these three categories

Naturalisiert

The necessity of high user acquisition spending in mobile gaming

Abhaengigkeiten

Haengt ab von

c442 Gaming TAM includes Game Sales, DLC, Microtransactions, Subscriptions, and Services, and Ads but excludes Hardware & Accessories

Verifikation

Plausibel

PLAUSIBLE. In 2023: UA ($29B) > store fees (~$19B). In 2021: UA ($14.5B) was below store fees (~$22-23B), which would place the crossover in 2022, not 2020. The "since 2020" claim depends on effective commission rate assumptions (30% standard vs. 20% with small business programs). Directionally strong; crossover around 2020-2022 plausible.

Externe Quellen

AppsFlyer — Gaming apps UA spend 2023 [Link] — Gaming apps spent $29B on UA in 2023
AppsFlyer — Gaming apps UA spend 2022 [Link] — Gaming apps spent $26.7B on UA in 2022
TechCrunch / Appfigures — Apple commissions [Link] — Apple ~$27B global gaming commissions; Google ~$9B; total store fees ~$19-23B

Metadaten

Epistemischer Status: stated_as_fact
Evidenztyp: data_cited
Evidenzqualitaet: moderate
Themen: mobile, user_acquisition, pricing