Local Landscape€¦ · Online Mobile MMO/RPG/RTS “Hardcore” Services & Tools . UNION SQUARE...

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Local Landscape Reviews and Media Search Verticals Commerce Search Classified s 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

Transcript of Local Landscape€¦ · Online Mobile MMO/RPG/RTS “Hardcore” Services & Tools . UNION SQUARE...

Page 1: Local Landscape€¦ · Online Mobile MMO/RPG/RTS “Hardcore” Services & Tools . UNION SQUARE ADVISORS LLC Console Publisher Developer Hardware Platforms Development Monetization

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

Page 2: Local Landscape€¦ · Online Mobile MMO/RPG/RTS “Hardcore” Services & Tools . UNION SQUARE ADVISORS LLC Console Publisher Developer Hardware Platforms Development Monetization

UNION SQUARE ADVISORS LLC

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

Page 3: Local Landscape€¦ · Online Mobile MMO/RPG/RTS “Hardcore” Services & Tools . UNION SQUARE ADVISORS LLC Console Publisher Developer Hardware Platforms Development Monetization

UNION SQUARE ADVISORS LLC

Gaming Landscape

Console

Publisher

Developer

Hardware

Platforms

Development Analytics Monetization Payments

Online and Mobile Casual

Mobile Online

MMO/RPG/RTS “Hardcore”

Services & Tools

Page 4: Local Landscape€¦ · Online Mobile MMO/RPG/RTS “Hardcore” Services & Tools . UNION SQUARE ADVISORS LLC Console Publisher Developer Hardware Platforms Development Monetization

UNION SQUARE ADVISORS LLC

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