Netflix's Game Portfolio is Dominated by a Single Game
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Netflix has been not-so-quietly building out its mobile games portfolio for quite a while now. As of June, the collection has grown to over 100 titles, available across the App Store and Google Play.
Five of those were released since May, and 13 were released in 2024. Pretty active.
But...
Netflix's portfolio ended May with 5.8M downloads from the App Store and Google Play, according to our estimates. That's a touch higher than April, which is good news for Netflix because downloads have been on a downward trend after a massive December that brought in 21M downloads.
The reason for December's spike was Netflix's rollout of three GTA titles that became popular instantly.
GTA San Andreas, GTA Vice City, and GTA III were all released in December and together brought a Netflix game to more than 12M mobile devices in December alone, according to our estimates. Downloads slowed down after the initial release, but in total, the trio made it to 24M devices.
And although there are three GTA titles it's San Andreas that's leading the charge. In the last month, GTA San Andreas was responsible for nearly a third of all of the downloads Netflix's portfolio received, totaling 16M downloads since release - more than any other game in the portfolio.
This is great news for Netflix, who hit gold by resurrecting a classic, but it means that without GTA the portfolio wouldn't have seen anywhere near the growth it got since December leading to a less positive conclusion.
Let's see which big-name Netflix is going to bring out next.
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All figures included in this report are estimated. Unless specified otherwise, estimated revenue is always net, meaning it's the amount the developer earned after Apple and Google took their fee.
