Game/XR analyst firm SuperData* recently released its 2019 year in review report, and was nice enough to give me a preview. I love when a single datapoint can tell you quite a lot about the larger ecosystem, and in this case, the report has (for me) two. First up, a telling one for AR:
Pokémon GO is 81% of the augmented reality game market -- which effectively means Pokémon GO is basically the entire AR game market.
And one for VR:
Users spent $171 million on standalone VR games in 2019, mostly from Oculus Quest. Some of those sales will be from Oculus Go and other older standalone devices, but the vast majority will be from Quest, which is approaching an install base of about 1 million. Which suggests the small number of standalone VR owners who are active users (say 1-2 million) are spending a lot per average on VR games.
Speaking of which, SuperData tells me they'll have more specific data on Oculus Quest soon, so look for that next week.
* Yes, yes, some readers tend to be critical of SuperData's numbers, but as a Nielsen property, it's the de facto industry standard, and by my lights, provides the best (or least worst) estimate of numbers that publicly traded Facebook companies mysteriously refuse to report in detail.
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