With Epic Games’ Fortnite off the shelves of the App Store and Google Play on August 13, 2020, mobile games may face a $1.2 billion market gap. With the Sense Tower Store Intelligence Platform, we’ll get a clearer picture of the latest competitive landscape in this category.
According to our estimates, Fortnite has grossed $1.2 billion since it landed on the App Store in March 2018. In April, the game landed on Google Play and is now grossing $9.7 million. In terms of downloads, Fortnite’s mobile downloads totaled nearly 144 million, of which 133 million came from the App Store and 11 million from Google Play.
So far in 2020, Fortnite’s mobile revenue has been $293 million, of which nearly $283 million has come from the App Store. The App Store contributed about 20 million of this year’s 31 million downloads.
On August 13th Epic Games launched a new payment channel in Fortnite, bypassing Apple and Google’s payment systems to avoid a 30 per cent split in the platform, but was immediately taken off the shelves by the two app stores. Although players who already have the game installed can still log in normally, Fortnite’s exit will undoubtedly leave a huge gap in the tactical or shooting game market. Existing players are unable to update their games to experience the content of the latest season, and it remains to be seen whether competitors will be able to fill the gap.
Mobile Game, the highest-grossing tactical competition in the global market, is Tencent’s Peace Elite and PUBG Mobile. As of August 13, 2020, the two had combined to suck up nearly $3.5 billion. NetEase’s Operation Wilderness came in second, Fortnite, Garena Free Fire and Call of Duty Mobile Game came in third to fifth, respectively. Call of Duty Mobile Game, co-launched by Tencent’s Tianmei Studios and Actia Blizzard, is strictly a shooting Mobile game, but also includes a tactical competitive model.
Tactical Mobile Game began in September 2017, but most games didn’t start commercial realization at first. Wilderness Action first launched paid content in December 2017, and since then Mobile Game, the world’s top five tactical game analyzed in this article, has received a total of 1.9 billion downloads and $7.5 billion in estimated revenue in the App Store and Google Play.
From January 1st to August 13th, 2020, Fortnite earned nearly $293 million on the mobile side, the fourth-highest-paid tactical game in the world. Looking at app Store revenue alone, the game ranks third with $283 million, behind PUBG Mobile and Operation Wilderness.
In the U.S. market, Fortnite has earned nearly $181 million in the App Store and Google Play since 2020, the highest-paid tactical game in the U.S. Mobile Game, the top five tactical sports in the U.S., had total revenue of $529 million over the same period, with Fortnite gaining 34 percent of the market. PUBG Mobile and Call of Duty Mobile finished second and third, respectively, with market share of 29% and 21%. Wildlife Studios’ Zooba (Animal King) came in fifth, surpassing Wild Action.
At Apple’s App Store, Fortnite has sucked in $177 million this year, or 45 percent of the $390 million in revenue from five games.
Tactical athletics, a kind of shooting game, has grown rapidly over the past few years, making it the world’s highest-paid Mobile game. It’s too early to say whether Fortnite’s players will migrate to the competition, but Call of Duty Mobile’s revenue in the U.S. market grew 69 percent quarter-on-quarter in its first week off the shelves. But we don’t know yet how much of a correlation there is between the two and whether this growth will be sustained. There is no other work on the market that can replace Fortnite and the unique culture it creates. We will continue to be concerned as to whether the competition will fill the market gap caused by its downshelf, and we believe that time and data will give the answer.