Significance of Gaming & Future Outlook
ESAs #: 2B Worldwide
160M People gaming in US
150B Business
Industry is sizable and continuing to grow

ESAs #: 2B Worldwide

160M People gaming in US

150B Business

Industry is sizable and continuing to grow
2018 Watch-Time Youtube vs Netflix
Neflix: 51B Hours in 2018
Gaming: 50B Hours in 2018
How do we look now?
Neflix: 51B Hours in 2018
Gaming: 50B Hours in 2018

How do we look now?
TV, Music, Gaming:
TV & Music = disruption and shrinkage of $
Gaming = expanding industry and should become more dynamic as times goes on
E sports/ Twitch/ etc.
New platforms + Growth = Changing Industry


E sports/ Twitch/ etc.
New platforms + Growth = Changing Industry

Couple of Trends:
The rise of mobile gaming
Hardware is getting better in phones (faster). You now see these battle royal games taking over. The penetration into areas where phones dominate the user experience vs consoles is expanding ( $SE, $FEAC, #ARK)
The rise of mobile gaming

Hardware is getting better in phones (faster). You now see these battle royal games taking over. The penetration into areas where phones dominate the user experience vs consoles is expanding ( $SE, $FEAC, #ARK)
Cloud Streaming/ Gaming 
The whole industry is shifting, but realistically we are fully moving into it within the next 3-5+ years.
Imagine what you can do with 1K+ players in the cloud? The user interactions with sharing/ creating/ and streaming = huge ability to monetize

The whole industry is shifting, but realistically we are fully moving into it within the next 3-5+ years.
Imagine what you can do with 1K+ players in the cloud? The user interactions with sharing/ creating/ and streaming = huge ability to monetize
This shift to the cloud will only enable growth.
5g + Better Hardware + User Growth
Tech expansion is increasing the amount of phones/ computers that are in the hands of individuals. You can see this in younger individuals on the internet w/ phones.
5g + Better Hardware + User Growth

Tech expansion is increasing the amount of phones/ computers that are in the hands of individuals. You can see this in younger individuals on the internet w/ phones.
For my followers who aren't into gaming:
The "Free Model" of Gaming actually produces a lot of money. The user can upgrade guns, skins (character), maps, etc.
League of Legends filed for IPO - who's growing?
The "Free Model" of Gaming actually produces a lot of money. The user can upgrade guns, skins (character), maps, etc.
League of Legends filed for IPO - who's growing?
Game Engines ( $U - Unity, EPIC, Etc.)
Democratize the way a game is developed. Making the process of creating a game open to any one. Think about it like what Excel is to analysts or Adobe is to creators.
Easier User Experience = Faster Adoption
Democratize the way a game is developed. Making the process of creating a game open to any one. Think about it like what Excel is to analysts or Adobe is to creators.
Easier User Experience = Faster Adoption
End Thread