Some of the sheen has worn off mobile gaming. Anecdotally at least, I detect that its popularity has waned among fellow investors, with many of them viewing the sector as overly hit-driven, unsustainable and niche.
They are wrong, of course. Not only has the market rewarded savvy investors well, delivering close to $30 billion of value through acquisitions in Europe alone over the last four years, but a number of emerging trends are set to shake up the top grossing app charts, displace the incumbents, and give rise to new global giants in the mobile gaming space.
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