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The Imminent Ragnarok of M&A in Mobile Gaming Space

Deconstructor of Fun

I believe that the deprecation of the IDFA will catalyze a period of accelerated consolidation in the mobile gaming space via M&A. Smaller, single-game mobile gaming studios will see their growth trajectory obstructed completely and suddenly. The valuations of these companies will drop rapidly.

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Istanbul Gaming Summit 2023

Deconstructor of Fun

Last week in Istanbul, Google and Deconstructor of Fun brought together a thousand-strong group of high-level mobile game execs to talk about the future of the business. His data and insights were based on US data as a proxy for the western market, and focused on platform privacy, or the “Apple global mobile game recession”.

Games 59
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Why Rovio is Such a Juicy Catch

Deconstructor of Fun

Playtika noted that Rovio’s IP, namely the Angry Birds franchise, plus the scale of its user base would combine well with its monetization and live ops expertise. These efforts were hampered by what it identified as increased market competition, particularly in the puzzle genre.

Co-op 52