local landscape€¦ · online mobile mmo/rpg/rts “hardcore” services & tools . union...
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UNION SQUARE ADVISORS LLC
Local Landscape
Reviews and Media
Search
Verticals
Commerce
Search Classifieds
Directories
Mobile Services
Local Events
Service Providers
Real Estate Autos Health Personal Finance
Legal Restaurants
Yelp became dominant player in reviews, though
monetization challenges
exist
Google leads market;
remaining players have profitable, low growth businesses
High value vertical players demonstration strong monetization and customer retention metrics. Models
tend to be more defensible than broader based offerings
New, disruptive models emerging and demonstrating rapid growth; changing market dynamics
Significant growth
opportunity exists around
LBS based models
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Local / SMB Services Landscape
Appointment Management
Pay-Per-Call Video / TV Social Media
SEM
Email Mobile Print Survey Tools Web Services
Display
Adjacent SMB Competencies Software and Services
CRM / Lead Management
Invoicing and Payment Mgmt.
Accounting Payment Enabling Solutions
Other Financial Services
Marketing Services
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Gaming Landscape
Console
Publisher
Developer
Hardware
Platforms
Development Analytics Monetization Payments
Online and Mobile Casual
Mobile Online
MMO/RPG/RTS “Hardcore”
Services & Tools
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Console
Publisher
Developer
Hardware
Platforms
Development AnalyticsMonetization Payments
Online and MobileCasual
MobileOnline
MMO/RPG/RTS “Hardcore”
Services & Tools
Macro Trends in Gaming
Few players have been able to effectively serve both the online and mobile markets. Many that have done so successfully have entered the market via acquisition
Challenges for hardcore mobile
offerings are short session times, screen
size, processing power and user behavior.
Most successful “hardcore” mobile games are simple
RPGs with low graphics intensity
The majority of the hardcore online landscape does not have the capabilities or desire to move to mobile
Notable players moving towards mobile are Zynga, Kabam, Cmune, InXile and Spacetime Studios
Most mobile successes are in Casual