THE STATE OF MOBILE GAMESMOBILE GAMING USA

STEPHANIE LLAMAS, SENIOR ANALYST

2015

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29 COUNTRIES

MARKET-LEVEL DATA

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MARKET-LEVEL DATA 4 KEY METRICS 6 GAMING SEGMENTS 10 YEARS OF DATA

29 COUNTRIES

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MARKET-LEVEL DATA

50 CONTRIBUTING PUBLISHERS

4 KEY METRICS

450+ UNIQUE TITLES

6 GAMING SEGMENTS

37MM UNIQUE PAYING USERS200MM+ TRANSACTIONS

10 YEARS OF DATA

29 COUNTRIES

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Stephanie Llamas Senior Analyst, Consumer Insights

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MOBILE GAMES MARKET SIZE

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2015E DIGITAL GAMES MARKET

WORLDWIDE

$63.1 BILLION

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WORLDWIDE

$63.1 BILLION

2015E DIGITAL GAMES MARKET

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MOBILE MARKET SHARE

39%

2013 2014 2015E 2016E

$24.6B 2015E worldwide mobile games revenue

MOBILE GAMES MARKET

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2013 2014 2015E 2016E

$24.6B 2015E worldwide mobile games revenue

MOBILE GAMES MARKET

+48%+23%

+8% +7%

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2013 2014 2015E 2016E2013 2014 2015E 2016E

$24.6B 2015E worldwide mobile games revenue

34% 2015E western market share of mobile revenue

MOBILE GAMES MARKET

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2013 2014 2015E 2016E2013 2014 2015E 2016E

$24.6B 2015E worldwide mobile games revenue

34% 2015E western market share of mobile revenue

MOBILE GAMES MARKET

40% in 2013

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2013 2014 2015E 2016E2013 2014 2015E 2016E

$24.6B 2015E worldwide mobile games revenue

MOBILE GAMES MARKET

34% 2015E western market share of mobile revenue

54% 2015E Asia market share of mobile revenue

40% in 2013

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2013 2014 2015E 2016E2013 2014 2015E 2016E

$24.6B 2015E worldwide mobile games revenue

MOBILE GAMES MARKET

34% 2015E western market share of mobile revenue

54% 2015E Asia market share of mobile revenue

40% in 2013

49% in 2013

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2013 2014 2015E 2016E2013 2014 2015E 2016E

$24.6B 2015E worldwide mobile games revenue

MOBILE GAMES MARKET

34% 2015E western market share of mobile revenue

54% 2015E Asia market share of mobile revenue

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ASIAMAU

WEST

2013 2014 2015E 2016E2013 2014 2015E 2016E

$24.6B 2015E worldwide mobile games revenue

MOBILE GAMES MARKET

34% 2015E western market share of mobile revenue

54% 2015E Asia market share of mobile revenue

+22% YoY 2016E

+3% YoY 2016E

ASIAMAU

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WEST

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MOBILE

SOCIAL

F2P MMO

DIGITAL PC

DIGITAL CONSOLEP2P MMO

2%3%

3%8%

37%

46%2015E

ASIA DIGITAL GAMES MARKET

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SOCIAL

F2P MMO

DIGITAL PC

DIGITAL CONSOLEP2P MMO

2%3%

3%8%

37%

46%2015E

3%3%3%7%

39%

45%2016E

MOBILE

ASIA DIGITAL GAMES MARKET

3%2%4%7%

40%

44%2017E

2%2%3%6%

41%45%2018E

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ASIA MOBILE GAMES SPENDING AND CONVERSION

ASIA

N.A.April

$25.88

$31.78

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ASIA MOBILE GAMES SPENDING AND CONVERSION

ASIA

N.A.

April

$59.75

$53.66

$19.18CN

KR

JP

April

$25.88

$31.78

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ASIA MOBILE GAMES SPENDING AND CONVERSION

ASIA

N.A.

April

$59.75

$53.66

$19.18CN

KR

JP

0 0.016 0.033 0.0495.20%

3.30%April

$25.88

$31.78

April

0 0.018 0.035 0.053 0.07

6.5%

5.0%

2.9%

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ASIA MOBILE GAMES SPENDING AND CONVERSION

ASIA

N.A.

April

$59.75

$53.66

$19.18CN

KR

JP

0 0.016 0.033 0.0495.20%

3.30%April

$25.88

$31.78

JAPAN

S. KOREA

CHINA

REST OF ASIA

4%

10%

39%47%

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2015E ASIA MOBILE GAMES MARKET SHARE

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EMERGING SMARTPHONE PENETRATION IN ASIA

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EMERGING SMARTPHONE PENETRATION IN ASIA

18% +107%

22% +62%

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EMERGING SMARTPHONE PENETRATION IN ASIA

18% +107%

22% +62%

Rest of Asia Mobile Growth

+143% 2015E-2018E

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MOBILE LANDSCAPE IN ASIA

•GROWING USER BASE

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MOBILE LANDSCAPE IN ASIA

• GROWING USER BASE

•HIGH SPENDING IN DEVELOPED MARKETS

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MOBILE LANDSCAPE IN ASIA

• GROWING USER BASE

• HIGH SPENDING IN DEVELOPED MARKETS

•LOW SPENDING / CONVERSION IN EMERGING MARKETS

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MOBILE LANDSCAPE IN ASIA

• GROWING USER BASE

• HIGH SPENDING IN DEVELOPED MARKETS

• LOW SPENDING / CONVERSION IN EMERGING MARKETS

•CULTURAL DIFFERENCES

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MOBILE LANDSCAPE IN ASIA

• GROWING USER BASE

• HIGH SPENDING IN DEVELOPED MARKETS

• LOW SPENDING / CONVERSION IN EMERGING MARKETS

• CULTURAL DIFFERENCES

•LEGAL CONCERNS

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MOBILE LANDSCAPE IN ASIA

• GROWING USER BASE

• HIGH SPENDING IN DEVELOPED MARKETS

• LOW SPENDING / CONVERSION IN EMERGING MARKETS

• CULTURAL DIFFERENCES

•LEGAL CONCERNS

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MOBILE LANDSCAPE IN ASIA

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• GROWING USER BASE

• HIGH SPENDING IN DEVELOPED MARKETS

• LOW SPENDING / CONVERSION IN EMERGING MARKETS

• CULTURAL DIFFERENCES

• LEGAL CONCERNS

•FRAGMENTATION

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MESSAGING APPS

= 500+ games

MOBILE LANDSCAPE IN ASIA

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MOBILE LANDSCAPE IN WESTERN MARKETS

MESSAGING APPS

= 500+ games

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MOBILE LANDSCAPE IN WESTERN MARKETS

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2014 2015E

CPI

iOS

Android

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MOBILE LANDSCAPE IN WESTERN MARKETS

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2014 2015E

CPI

+26% YoY

June 2015

iOS

Android

+36% YoY

June 2015

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MOBILE LANDSCAPE IN WESTERN MARKETS

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Source: Corum Group

M&A TRANSACTIONS AND TOTAL DEAL VALUES MOBILE GAMING COMPANIES (PART OR WHOLLY)

117

58

2013 2014

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MOBILE LANDSCAPE IN WESTERN MARKETS

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Source: Corum Group

117

58

$10.9B$9.2B

M&A TRANSACTIONS AND TOTAL DEAL VALUES MOBILE GAMING COMPANIES (PART OR WHOLLY)

2013 2014

117

58

$10.9B$9.2B

2013 2014

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MOBILE LANDSCAPE IN WESTERN MARKETS

#MGUSA15 @STEPHINANERS @_SUPERDATA

Source: Corum Group

$100MM Imperus Technologies

$885MM Churchill Downs

$165MM GSN

PACIFIC INTERACTIVE

$90MM Playtika

M&A TRANSACTIONS AND TOTAL DEAL VALUES MOBILE GAMING COMPANIES (PART OR WHOLLY)

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MOBILE LANDSCAPE IN WESTERN MARKETS

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LICENSING AND BRANDING

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THANK YOU!

QUESTIONS?