Private and Confidential

“Coming Trends in Social Gaming””

Sept 2011

Sociality rocks!

Private and Confidential Slide 2Private and Confidential Slide 2

Introduction to 6waves

From game developer to publisher

StartedAs

Developer

Switched To

Publishing

Funded By

Insight

Merged with

Lolapps

Funded By

Nexon

Private and Confidential Slide 3Private and Confidential Slide 3

Agenda

GamesBrandingPaymentMonetizationFacebook usersCross platform

Private and Confidential Slide 4

Games

Private and Confidential Slide 5Private and Confidential Slide 5

A Crowded Space…

Social game developers enter Facebook platform from :

declining social networks (Myspace, Orkut, ect..)traditional browser game developers (Nexon,

Game Duell, ect..)

Private and Confidential Slide 6Private and Confidential Slide 6

From Subscription To Free-to-play

Casual games “Hiden object” and “connect 3” games

Private and Confidential Slide 7Private and Confidential Slide 7

Hardcore games

MMO games3D Unity Platform games

Private and Confidential Slide 8

Branding

Private and Confidential Slide 9Private and Confidential Slide 9

Brands Matter!

DifferentiateLeverage existing fan baseBoost payrate and Monetization

Private and Confidential Slide 10Private and Confidential Slide 10

• Brad Paisley: 2 Million fans on Facebook !

Celebrities

Private and Confidential Slide 11Private and Confidential Slide 11

TV Shows

Leverage popular series or TV shows

Private and Confidential Slide 12Private and Confidential Slide 12

Sports

Private and Confidential Slide 13Private and Confidential Slide 13

Branded Virtual Goods

The new monetization frontier….Snoop Dog on Weeworld

Mafia War and Public Enemy

Private and Confidential Slide 14

Payment

Private and Confidential Slide 15Private and Confidential Slide 15

One currency to rule them all..

Private and Confidential Slide 16Private and Confidential Slide 16

Facebook Credit adoption

Pay Rate

Switched to FBC as in-game currencies

Source: 6waves Internal

Significant increase in Pay Rate

Private and Confidential Slide 17Private and Confidential Slide 17

Improved monetization

Launch of prepaid card and gifts cardsInternational reach (My Card)Frictionless Credits Micropayments“Buy with friends”

Private and Confidential Slide 18

Monetization

Private and Confidential Slide 19Private and Confidential Slide 19

MAU vs. Paying Users

MAU (index)Pay Users (index)

Source: 6waves Internal, Q1’11

Increase in Paying Users compensates for MAU decline

Private and Confidential Slide 20Private and Confidential Slide 20

ARPU Trend

ARPU (index)

Source: 6waves Internal, Q1’11

Better games directly impact bottom line

Private and Confidential Slide 21

Social networks market evolution

Private and Confidential Slide 22

Limited growth for mature markets US, UK, FR and TW

Cash Cows

United States

United Kingdom

France Taiwan

Private and Confidential Slide 23

Emerging markets grow both FB user and gamers

Rising stars

Russia Turkey

Saudi Arabia

Brazil

Private and Confidential Slide 24

Platform Convergence

Private and Confidential Slide 25Private and Confidential Slide 25

Convergence Web-Mobile

FB Games go mobileFarmville by ZyngaGarden of time by Playdom

iPhones games move to FBAngry bird

Private and Confidential Slide 26Private and Confidential Slide 26

Project Spartan

“There can be only one”

Private and Confidential Slide 27Private and Confidential Slide 27

Developers Wrap Up

Launch the right game at the right momentUse branding to increase your revenuesLeverage FB payment innovationsLaunch into fast growing marketsThink multiplatform from the start

Private and Confidential Slide 28

GOT GAME?Contact us:

eMail: bd@6waves.com

For more information, check our Website: www.6waves.com