- The mobile games business WW is currently around $2bil (sounds right to me, I've always thought those $5mil folks were smoking crack)...and will max out at between $4bil & $6bil in the next few years
- iTunes App Store has generated ~$400mil in revenue from mobile games in its 1st year of operation (this is based on 20% of downloads being games...which I think is an underestimate)
- Pachter thinks EA's mobile initiatives are "misplaced" & he goes on to discuss how the top mobile games producers are "barely profitable" (I think he's being generous here)
Without having read the full report (which I probably can't afford), I must say I disagree. I think mobile games will continue to be a substantial part of the mobile content mix and will attain more popular acceptance (substantially beyond today's 5% of addressable users) as devices and platforms evolve. As usual teens & tweens will drive the trend. Already we're seeing smarter mobile devices (iPhones, BlackBerrys, G1s, etc.) get into the hands of that demo..and I'm certain, as the capabilities & user experiences of those products continue to improve and their game offerings get better and cheaper, that kids will leave their DSis and PSPs in a dusty corner of the bedroom floor more and more frequently. This non-rockstar analyst predicts sustained growth.