The Next Level

The Business of Esports| Free Daily Newsletter: and iTunes Podcast: | Founder: @mannyanekal

[The Next Level @tnlmedia]

TNL Mission Statement:

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Q+A with Industry Execs

🎮

[Manny Anekal @mannyanekal]

Somehow missed PUBG developer Krafton filing for an IPO at ~$18B valuation.

PUBG generated $2.7B in 2020.

https://t.co/H7JEbMFQMQ?

[Manny Anekal @mannyanekal]

5 years ago, 50+ brands invested in esports.

In the last 36 hours:

@GoldenGuardians x @Clorox
@EvilGeniuses x @coinbase
@dignitas x @voodooranger
@FaZeClan x @coronaextrausa
@OGesports x @BMW

👏🏽 Well done Brands and Sales Teams

[Manny Anekal @mannyanekal]

As everyone in the business knows, esports teams don’t actually make $ from esports (yes I know the Venn Diagram)

@FaZeClan has always been a lifestyle brand. Good to see it finally being acknowledged.

[Manny Anekal @mannyanekal]

Dev testing vs QA testing

https://t.co/GLo4yRb8hL

[Manny Anekal @mannyanekal]

-Incorrect ad sizes
-Blue Triangle ad banners
-Auto clicking ads
-Interrupts gameplay

The in-game ad companies are ruining this space.

Simply because of this: You cant’ just plug in ad exchanges and expect them to work for games. Period.

[Manny Anekal @mannyanekal]

Now add Epic, Riot and Supercell

For 1,964,543,187,226,041 time:

It’s @TencentGlobal world, we’re just living in it 🇨🇳🚀📈

[Manny Anekal @mannyanekal]

Great week for esports sponsorships

🚗 @Cadillac + @TSM
📱@att + @100Thieves
👟@adidas + @G2esports
🍕@Grubhub + @LCSOfficial
🛍️@AldiUK + @TeamVitality
🎙@warnermusic + @LEC
🍫@KITKAT + @CBLOL
🍺@mahou_es + @LVPesLoL
🎧@OverActiveMedia + @Eposaudio
📞 @samsung + @twitch

[Manny Anekal @mannyanekal]

And there it is....

[Manny Anekal @mannyanekal]

Highlights and YoY growth from @Roblox S-1 (9 months 2020):

👫🏽 31.1M DAU +82%
👦🏽 54% of Users >12
📱 72% of Users
⏰ 2.6 Hours Avg. Time Spent/Day (🤯)
💰 $588M Revenue +68%
🎮 960K Developers Monetized

https://t.co/8Udp2jpOfa

[The Next Level @tnlmedia]

"Why No One Is Watching @watchvenn

https://t.co/81uRPgF5ca

[Manny Anekal @mannyanekal]

Not only did @AOC hit 350K+ @Twitch followers in 1 day, she’s currently streaming Among Us to 430K+ viewers. 👏🏽

[Manny Anekal @mannyanekal]

So your entire esports industry market revenue estimate is based on 23 partners of which 22 are teams (44% of the total rev), so no actual real data from:

-Leagues (LOL,OWL,CDL,etc.)
-Any publishers like EA/ATVI/Tencent
-CPG/Apparel/Other companies
-Startups

Correct?

[Manny Anekal @mannyanekal]

🧵1/ @overwatchleague Grand Finals Viewership Analysis.

Here are the stats that @Activision released for 2020 and 2019.

While the headline is "1.55M +38% YoY" that's highly misrepresentative.

Here's why:

[Manny Anekal @mannyanekal]

While @BWWings had stumbling blocks early in esports, they’ve definitely changed.

Currently showing where you can watch @lolesports #Worlds2020 and special @LCSOfficial food package with unique item

https://t.co/mEHhPQ6X8g

[Manny Anekal @mannyanekal]

Huge shoutout to @R6esports @Ubisoft for a comprehensive revenue share for teams w/ their esports league.

Wish all publishers did this.

🎮 42 Teams
📶 3 Tiers
📝30% Team Rev Share
💰 Battle Pass Rev Share to Prize Pool

[Manny Anekal @mannyanekal]

"10 Ways It's A Bullshit Esports Article"

Any others?

[Manny Anekal @mannyanekal]

1/ This @nytimes @NBA2KLeague viewership article by @sethberkman misses/incorrectly states a few things.

Let's clarify:

https://t.co/OwtXou2DdT

[Manny Anekal @mannyanekal]

A super interesting @Twitch category to watch is "Slots" - people playing online casino games with real money.

It's #12 in Hours Watched the last month (ahead of big games/esports titles).

There's currently someone streaming to a 5K audience.

[Manny Anekal @mannyanekal]

🧵1/ With the continued antiquated notion of most Fortune 500 Brands re: gaming/esports audience being "boys in the basement", there's a hidden stat missed for years.

The gaming audience is a great target for marketers trying to reach a lucrative audience: New Families.

Stats:

[Manny Anekal @mannyanekal]

With @TencentGlobal looking to merge Chinese streaming platforms Huya and Douyu, an estimate of the combined company:

MAU: 250M+
Mobile MAU: 120M+
Paying Users: 10M+
Quarterly Revenue: $700M+

What do you think?