Build Future With DeNA 2011 (Old version but still ok)
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Transcript of Build Future With DeNA 2011 (Old version but still ok)
1
Build Future With DeNA
September 16th, 2011
Tetsuya MoriManaging Director
DeNA Asia Pacific Holdings
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Many more women in ao dai on motorbike than today
Cows walking on a highway from Noi Bai airport to Hanoi
Sun Wah Tower was the most prestigious office building
Large scale shopping mall just emerging
Bryan Pelz still working at VinaGame
Henry Nguyen @IDG still enjoying a single life
First Time in Viet Nam, 3 Years Ago I saw
Lots of changes since then…..
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Substantial headroom for economic growth
‘Tomorrow is better than today’
Great Vietnamese food
So Vo Women rule
VN Index around 400-500
Great entrepreneur spirit
3 Years Later, Still Don’t Change
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Vietnam Hidden Gem
The most developed Internet ecosystem in South East Asia - The largest Internet company in SEA - VNG - The largest E-commerce company in SEA - Vatgia.com - Several 1000+ employee companies supporting ecosystem
One of the best mobile infrastructure in Asia - Ubiquitous mobile broadband 3G+Wifi
Substantially large pool of young and hungry engineers
Silicon Valley like startup mentality
Internet savvy consumers
DeNA strongly believes the future prospect of Viet Nam
We wants to assist Viet Nam gaming ecosystem to grow
5
DeNA – About us
World’s largest mobile game publisher from JapanFounded 1999 by female founder Tomoko NambaListed TSE 2005 (stock ticker 2432)Known as ‘Mobage’ gaming brand
– Publish in-house developed games and 3rd party games
– Publish and distribute games through mobile handsets
– Publish primarily inside Japan
2010 Revenue $1.4B, Ops margin 50%– Almost all revenue from Japan in the past
User reach – 30 million or 25% of Japanese population 20% of Japan’s Internet Traffic Market Cap $5.3B
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DeNA – Growing Fast
Net Revenues Ordinary Income(Profit before tax)
*Blue means actual data, Light blue means estimated data as of the end of July, 2011. Currency converted with the exchange rate 1USD = 80JPY.
(Million USD) (Million USD)
80
170
371
470
600
2357
159201
269
1409 703
887*
(6 months)
406*
(6 months)
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① Social Game ■Japanese social gaming market( Forecast)
( 100M )
※Source: Seed Planning , Inc. report
■Estimated Japanese social gaming market (fiscal year)
2009 : 30 billion Yen 2010 : 150 billion Yen 2014 : 251 billion Yen
② Mobage openplatform
- 2009 3Q Start social gaming business
- Jan. 2010 Open platform for 3rd developers
- As of the end of Mar. 2011
Social gaming network : 317 developers
: 869 games
- Game-related revenue 1Q of 2011: 24 billion Yen
■Mobage game-related revenueMobage started Social Games just 1 ½ years ago!
The social gaming market emerged in just two years.3rd developers who joined us at an early stage have proven to be todays top earners.The market has recently gotten a lot more competitive because of the entrance of console game giants.
In 2010 DeNA had a 60% of the Market Share
Social Game Market grew exponentially in the last 2 years
88
ARPU Comparison
* Sum of the sales during July 2010 & June 2011 ** Sales figures of facebook are from the web search as of 2010. *** Source : SEC S-1 Filling Zynga’s ARPU is the average during Jan-March 2011. DeNA’s ARPU is as of June 2011.
Even higher ARPU recorded by Active User basis
DeNA
Business domain
Social graph
Devices
Virtual
Real
—
Predomi-nately mobile
Predomi-nately PCs
SNSgames
SNS
Games
No strong virtual communities overseas to serve as game platforms
Chaotic competition for smart phones
Sales ARPU
$1.5 billion
$1–2 billion**
$0.6 billion***
x 30**
x 18***
$1.4 billion*
DeNA has already achieved world top-class status in sales, and ARPU is absolutely No.1
Predomi-nately PCs
Of which, SNS/game-related:
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Smartphone penetration ( o,ooo shipments ) ( Ratio )
※Source: MM Research Institute , Ltd. report
■Estimated Smartphone shipments in Japan
2011: 21.85 M ( Penetration rate: 19.9% ) 2015: 60.35 M ( Penetration rate: 51.0% )
■ Android
Sold by 3 big carriers.
Getting popular by supporting traditional feature phone features such as mobile wallet (NFC), infrared, One Seg.
*Example image is ” GALAXY S ”Ⅱ
■ iPhone
Sold by SoftBank only.
Smash hit due to excellent UI and ample content-rich applications.
*Example image is ”iPhone White”.
In April 2011, Smartphone shipments already reached 46.2% of all mobile shipments
(Source: BCN ranking)
Smarthphone penerates Japan much faster than any prediction
1010
DeNA + ngmoco Global Strategy
Smartphones SNS Social games× ×
(iPhone, Android)
By combining SNS and Social games, DeNA aims to position itself as the No. 1 platform in the rapidly growing global Smartphones market
1111
X-device & X-border game development through ngCore
Mobage Japan Mobage GlobalMobage China
ngCore
Game
Game development engine
Game developers
SNS
ngCore
X-border release
X-device release
iOS Applications Android Applications Other OShtml5・・・
Other engines
DeNA
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Commitment to South East Asia and Vietnam
Opening of DeNA Asia Pacific Holdings - Asia HQ in Singapore - Support local developers’ migration to mobile social games - Drive Mobage game distribution to SEA
Vietnam - We see great potential in game development - We wants to contribute local developer community - ngCore SDK - Knowledge transfer - Investment - Gateway to global distribution - Case in point : Punch Entertainment Vietnam acquisition
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DeNA Support to Selected Developing PartnersDeNA Support to Selected Developing Partners
PlanningPlanning α versionα version β versionβ version Final versionFinal version
PromotionPromotion
Pre-releasePre-release
Post-releasePost-release
Game design
Game cycle
UI UI UI
We can push users to your game using Mobage promotions
Social features Game quality
Fine tuning
QA check
Social features
In-app purchase
All Partners are presented with support and know-how at each of the following stepsAll Partners are presented with support and know-how at each of the following steps
Social features
In-app purchase