GiGse/ScS Presentation: Social Casino State of the Industry 2014

Social Casino State-of-the-Industry: Playing the next hand in this $2B market

Prepared for the Social Casino Summit 2014

SuperData | Digital games market intelligence

@StephiNaners @_SuperData #GiGse14

Stephanie Llamas Senior Analyst, Consumer Insights SuperData Research


SuperData specializes in social and mobile casino We combine digital point-of-sale data with qualitative consumer insight.

Female, 34-years oldPlays: Social / City BuildingSpends: $12.15/MonthPays with: Credit Card

Male, 21-years oldPlays: MMO/FantasySpends: $23.45/MonthPays with: Prepaid Game Card

Male, 23-years oldPlays: First Person ShooterSpends: $8.17/MonthPays with: Mobile Payment

Male, 45-years oldPlays: MMO/Sci-FiSpends: $16.10/MonthPays with: eWallet

17%12%

29%16%

26%

Q: How often do you play social casino games?

Multiple times a day

Once a day

2 to 3 times a week

Once a week

Once every few weeks

German panel interviewed on February 2013. n = 3,125

J F M A M J J A S O N D

$27.03$31.05

$25.00$20.00

$26.88 $25.94 $25.00$31.73 $31.37

$36.67 $33.34 $34.12

Monthly ARPPU across MMO genres in US market ($)

1.7x Lifetime value for top MMO games vs average title.

450+ unique titles 50 contributing publishers 37MM unique paying users 200MM+ transactions 10 years of data 4 key metrics Global coverage


Industry Trends

Opportunity@StephiNaners @_SuperData #GiGse14

2014E Social Casino Market

Worldwide $3B



N. America $1.5B

LatAm $65M

Europe $614M Asia

$575M

Rest of the world

$249M


Playtika/ Caesars

Double Down Interactive/IGN

ZyngaGSN

Big Fish Gaming

Social Casino Publisher Market Share - May 2014

Williams Interactive/ Scientific Games

PlayStudios

DoubleU Casino Games

High 5 Games

Product Madness/ Aristocrat

Other


Playtika/ Caesars

Double Down Interactive/IGN

Zynga

GSN

Big Fish Gaming

Social Casino Publisher Market Share - May 2014

Williams Interactive/ Scientific Games

PlayStudios

DoubleU Casino Games

High 5 Games

Product Madness/ Aristocrat

Other


Industry Trends


Social Casino Desktop Users May 2013


MAY 2013

104MM

16%

84%545MM

649MM total desktop MAU


10%81MM

16%

84%

Social Casino Desktop Users May 2013 vs. May 2014

736MM



10%81MM

16%

84%

Social Casino Desktop Users May 2013 vs. May 2014

736MM


+26% SOCIAL - 28% SOCIAL CASINO

Social Casino Users May 2014

81MM

158MM21MM24MM

MAU DAU


MobileDesktop

Social Casino Users May 2014

81MM

158MM21MM24MM

MAU DAU


MobileDesktop

Engagement 26%15%

Social casino revenues ($, billion)

$0

$1

$2

2013 2014E 2015E 2016E

$1.9$1.8$1.7$1.4 $2.1$1.8$1.4$0.8

MobileDesktop



1%12%

36%

11%

40%

Slots Poker Casino Bingo Other

1%13%

22%

31%

33%

14%

41%9%

36%15%

25%

31%

29%

Social Casino Genre Market Share - May 2014

Desktop Mobile


Revenue

Audience

Industry Trends


Myth #1 The top games are the prettiest


Myth #2 Social casino is all about casino


Myth #3 All social games

are created equal@StephiNaners @_SuperData #GiGse14

Social Casino Market - 2014E

Worldwide $3B


Social Casino Market - 2014E …and beyond!


2014E 2015E 2016E

$4.0$3.6$3.0

Thank you!


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GiGse/ScS Presentation: Social Casino State of the Industry 2014

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