Scopely COO Eunice Lee on Gaming Fandoms, Acquisitions, and Growth

The Gaming Landscape and Scopely's Position

• 🎯 Scopely views engagement broadly, considering platforms like TikTok, Instagram, and Netflix as potential areas where people interact with content.
• 📈 The gaming space is described as extremely exciting and on an amazing trajectory, with continuous growth being a key indicator of its health.
• 🌍 Globally, there are 3.5 billion people playing video games every week, representing nearly half the planet's population.

Player Engagement and Game Success

• 🚀 In the last 12 months, Scopely games have reached 500 million unique users, highlighting the deep engagement of their community.
• 💡 Games like Star Trek Fleet Command see remarkable daily engagement, with 75% of players touching the game every single day.
• 🤝 Scopely's success is attributed to a combination of factors, including creating highly social and engaging games that foster community, and entering IP partnerships with deep respect for the source material.
• 🧠 The company prioritizes understanding player desires and the fan base's engagement with IP before bringing innovation and reimagined experiences.

Strategic Acquisitions and Industry Trends

• 💰 Scopely's acquisition of Pokémon GO for $3.5 billion is a testament to their strategy of acquiring successful titles that can support each other.
• 🇸🇦 The acquisition of Scopely by Saudi Arabia's Savvy Games Group (owned by the Public Investment Fund) for $4.9 billion underscores the significant opportunity seen in the fast-growing gaming industry.
• 🤝 While not in active discussions, Scopely is open to entertaining opportunities with EA post-deal closure, given their respect for EA's built franchises.

Future Outlook and Company Strategy

• ⏳ Projections in the gaming industry are difficult due to rapid changes; Scopely focuses on maintaining its current trajectory and expanding its global audience across genres.
• 🗺️ The company aims to acquire more players worldwide, integrate them into their ecosystem, and ultimately bring them joy.
• 🚫 While not a mainline strategy, Scopely focuses on creating social connection, community engagement, and amazing IP extensions for fans, rather than educational components.