Q1 2020 Summary of the Video Game Industry A Look Back at the Performance of New Releases for Social and Streaming

Social How New Releases Have Impacted the Video Game Conversation from Social Sources

Animal Crossing: New Horizons is all the rage as people find new ways to interact in a virtual environment while sheltering at home, which has been a huge factor in social engagement and share of voice in the industry Twitter Videos Forums 5M 2M during the quarter, even exceeding the surprise announcement of in Q1 2019.

Top 10 Social Leaderboard Monthly Change of the Top 10 Games Ranked by Social Engagement March

Animal Crossing: January February 1st New Horizons

1st Fortnite

Fortnite 2nd 2nd Minecraft Roblox

3rd Roblox Minecraft Roblox 3rd

4th Pokémon Sword and Shield Animal Crossing: New Horizons

4th 5th Super Smash Bros. Ultimate Apex Legends Minecraft

6th Grand Theft Auto Online Pokémon Sword and Shield

Counter-Strike: Global Offensive 5th 7th Apex Legends Grand Theft Auto Online

Call of Duty: Modern Warfare 6th 8th League of Legends League of Legends

9th Overwatch Overwatch DOOM Eternal 7th

10th Fire Emblem: Three Houses Tom Clancy's Rainbow Six Siege League of Legends 8th

PlayerUnknown's Battlegrounds Mobile 9th

Overwatch 10th Social Sources Total Engagement from Twitter, Video, and Forums

Q1 2019 Q1 2020 80M +36% MoM +65% YoY

60M +21% YoY -2% MoM +17% YoY 40M +34% +1% +51% 20M +20% -2% -4%

0 January February March January February March

Social New Releases Total Engagement and Sentiment from Twitter, Video, and Forums

Q1 2019 Q1 2020 100

90

Mar 10

80 Feb 14 Jan 29 Mar 12 Mar 20 Jan 28 Mar 13

70 Mar 23 Mar 20 Jan 17 Feb 4

Mar 10 60

50 Sentiment

First week’s First 4 weeks’ 40 Engagement Engagement from release date from release date

Feb 22

5M 30 3M

Jan 28 1M

20

10

0

Streaming How New Releases Have Impacted the Video Game Engagement on Streaming Sources

Call of Duty: Warzone has reached millions of players since its launch, even obtaining comparable heights to that of Apex Legends in Q1 2019 for hours watched and chat messages for streaming and jumping to the Mixer YouTube Live 50M 20M top of the streaming leaderboard during its launch, overtaking Fortnite and League of Legends.

Top 10 Streaming Leaderboard Monthly Change of the Top 10 Games Ranked by Hours Watched

March January February

Call of Duty: Modern Warfare 1st 1st Escape from Tarkov League of Legends

2nd League of Legends Fortnite 2nd Fortnite

3rd Fortnite Escape from Tarkov League of Legends 3rd

4th Minecraft Grand Theft Auto Online Counter-Strike: Global Offensive 4th

Counter-Strike: Global Offensive 5th Grand Theft Auto Online

Grand Theft Auto Online 5th World of Warcraft 6th World of Warcraft

PlayerUnknown's Battlegrounds Mobile 6th Apex Legends 7th PlayerUnknown's Battlegrounds Mobile

Escape From Tarkov 7th PlayerUnknown's Battlegrounds Mobile 8th DotA 2

DotA 2 8th Minecraft 9th Counter-Strike: Global Offensive Overwatch Animal Crossing: New Horizons 9th 10th FIFA 20

Apex Legends 10th

Streaming Sources Total Hours Watched from Twitch, Mixer, and YouTube Live

Q1 2019 Q1 2020 600M +23% MoM

-6% MoM +24% 400M -5%

200M

+22% -2% -14% +17%

0 January February March January February March

Streaming New Releases Total Engagement and Chat Messages from Twitch, Mixer, and YouTube Live

Q1 2019 Q1 2020 100M

80M

60M

40M Hours Watched

20M

0

Jan 25 Feb 4 Mar 22 Jan 17 Jan 28 Jan 28 Feb 14 Mar 10 Mar 10 Mar 12 Mar 13 Mar 20 Mar 20 Mar 23 0

20M

40M

Chat Messages 60M

80M

100M

Which Influencers Have the Most Impact? How Influencers Have the Most Engagement on Streaming Sources

As the number of people staying home has increased, people are turning to influencers for entertainment, which has increased the popularity and the amount of hours watched for influencers such as, xQcOW and 10M 5M .

Hours Watched Top 10 Leaderboard Chat Messages Top 10 Leaderboard Total Hours Watched from Twitch, Mixer, and YouTube Live Total Chat Messages from Twitch, Mixer, and YouTube Live

January February March January February March

1st summit1g 1st xQcOW xQcOW summit1g 1st xQcOW 1st 1st 1st summit1g

2nd forsen 2nd Greekgodx 2nd HasanAbi 2nd xQcOW 2nd Pestily 2nd loltyler1

3rd Trainwreckstv 3rd HasanAbi 3rd Mizkif

3rd xQcOW 3rd loltyler1 3rd xQcOW 4th loltyler1 4th HasanAbi 4th Trainwreckstv

NICKMERCS 5th forsen 5th AdmiralBulldog 4th Castro_1021 4th TFBlade 4th 5th summit1g

Trainwreckstv 6th Castro_1021 6th 6th loltyler1 5th loltyler1 5th sodapoppin 5th Tfue

7th AdmiralBulldog 7th AdmiralBulldog 7th Greekgodx LIRIK 6th Sacriel 6th 6th LIRIK 8th Mizkif 8th MOONMOON 8th LIRIK

7th DrLupo 7th NICKMERCS 9th sodapoppin 7th Dr Disrespect 9th loltyler1 9th forsen

8th LIRIK 8th Tfue 10th summit1g 10th NymN 10th NymN 8th TimTheTatman

9th limit_maximum 9th Sacriel 9th sodapoppin

10th Gorgc 10th Dr Disrespect 10th TFBlade

Which Video Game Platforms are Discussed the Most? Total Engagement from Twitter, Video, and Forums

24M

20M

16M

12M

8M

4M

0 January February March

Which Streaming Service Platforms are Discussed the Most? Total Engagement from Twitter, Video, and Forums

Streaming service platforms, such as Netflix and Disney Plus, have seen a huge surge in popularity as people have more available time while sheltering at home to watch less popular shows and eventually the majority of shows of interest, making streaming services release additional content earlier than expected to retain an active user base.

10M

8M

6M

4M

2M

0

January February March

How is the Community Interacting with Video Games in Q1 2020? Topic Cards Identified by Spiketrap’s Smart Conversations

March 9 March 10 Download the Free-to-Play COD: Warzone Battle Royale Stay Safe and Work from Home during the Coronavirus

ENGAGEMENT SENTIMENT ENGAGEMENT SENTIMENT 206,556 63 Positive 128,202 23 Neutral

Call of Duty: Warzone has been huge in helping people curb their As more people abide by the shelter in place order, companies, such as boredom during the coronavirus pandemic, as the popular shooter AT&T, are suspending broadband data caps to promote staying safe at launched its take for a stand-alone free-to-play battle royale, reaching home allowing people to download video games and watch shows on 15 million players in ten days. streaming platforms without worries of price gouging.

March 11 March 12 What Other Shows Do Streaming Services Have Quarantine Brings Down Xbox Live & Nintendo Switch Servers

ENGAGEMENT SENTIMENT ENGAGEMENT SENTIMENT 27,467 74 positive 43,481 43 Neutral

People are discussing which streaming service platform to subscribe to With more people staying home, video gaming has seen a huge surge based on what each service has to offer and their content preferences in popularity as people want to stay entertained, which made online as they practice social distancing and will now have the time to watch servers for Xbox Live and Nintendo Switch struggle to keep up with more content than usual. the amount of concurrent players on each individual service.

March 15 March 19 Students Hold Graduation in Minecraft as Schools Close Playing Animal Crossing While Quarantined

ENGAGEMENT SENTIMENT ENGAGEMENT SENTIMENT 19,534 52 Neutral 1,351,586 74 positive

As schools are changing to online classes, students are finding new Animal Crossing: New Horizons has been a great escape for people who ways to still experience a campus environment, as Minecraft players are practicing social distancing and have more free time at home than have recreated virtual school campuses to simulate campus life, even they know what to do with, as they are recreating social hubs and events, creating graduation ceremonies for those who do not want to miss out such as birthdays and weddings, to interact with friends inside the game. on the experience.

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