We find it helpful to assess M&A activity within the context of themes. One of the more influential themes at work today is the impact of gaming, both as a content business and as part of the media/advertising model. Gaming is no longer dominated by the $49 console games at Walmart and Best Buy – the momentum has moved to online and mobile, and traditional retail channels continue to lose share of dollars. This industry is bigger than feature films, and reduced barriers to entry have generated a plethora of content and business models. Since games are by far the largest category of mobile apps, phone platforms have scrambled to provide multiple paths to monetize game content. This game is far from over.
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