Google and games - Toby Dawson, Google

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Google confidential and proprietary 1 For Games November 13, 2013 Toby Dawson

description

Slides from Toby Dawson's talk at November 2013's London Games Conference. Toby Dawson, Media, Mobile & Platforms, Head of New Business Development, delivers a single snapshot of all the ways the Google ecosystem touches the games market and the opportunities it presents for the games industry

Transcript of Google and games - Toby Dawson, Google

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Google confidential and proprietary 1

For GamesNovember 13, 2013

Toby Dawson

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Global Gaming Market Growth is Strong…

Source: Newzoo

2012 2013 2014 2015 2016

+48%

+19%

-6%

+10%

-15%

+4%

-2%

$66bn

$86bn

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Compared to the movie industry…

Source: MPAA, Newzoo

$35billion

$66billion

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1 PLATFORM

2 AUDIENCE

3 BUSINESS MODEL

Three gaming

SHIFTS

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1 PLATFORM

2 AUDIENCE

3 BUSINESS MODEL

Three gaming

SHIFTS

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Multi purpose devices have shown explosive growth

Source: Gartner, BI Intelligence, IDC, company filings, Google estimates

2000 2001 2002 2003 2004 2005 2006 2007 2008 2009 2010 2011 2012 2013 20140

500,000

1,000,000

1,500,000

2,000,000

2,500,000

3,000,000

Un

its

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1 PLATFORM

2 AUDIENCE

3 BUSINESS MODEL

Three gaming

SHIFTS

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The Gaming Generation Shift

1980 1990 2000 2010

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In 1980 the gaming audience was <10% of the population

0-4

5-9

10-14

15-19

20-24

25-29

30-34

35-39

40-44

45-49

50-54

55-59

60-64

65-69

70-74

75-79

80-84

85-89

90-94

95-99

100+-

Female Male

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But Everyone Is All Grown Up Now

0-4

5-9

10-14

15-19

20-24

25-29

30-34

35-39

40-44

45-49

50-54

55-59

60-64

65-69

70-74

75-79

80-84

85-89

90-94

95-99

100+-

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1 PLATFORM

2 AUDIENCE

3 BUSINESS MODEL

Three gaming

SHIFTS

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[Placeholder – Business model shift then]THEN…

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NOW…

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Impacts Of These Shifts

Barriersto entry

Audienceaddressable

Playingfield

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From Simple…

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… to Complex

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More Than a Game

$Infrastructure Metrics DistributionMonetisation

Backend Engagement

LTVK-factor

MAU

PlatformsStoresDigital

Marketing

SalesIAPDLCAds

YourGame

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Google Services Help You Focus

YourGame

$

Infrastructure Metrics DistributionMonetisation

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2 trillion datastore operationsper month

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10+ million websites use Google Analytics

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1.5million Android activationsper day

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>50billion apps downloaded

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40%Chrome browser user adoption

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350m+devices on AdMob network

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100hvideo uploaded to YouTube per minute

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80%of revenue in play store from games

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300k+applications monetise with AdMob

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Alltop global agencies and DSPs

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Innovation through Choice: TrueView

Customers choose relevant

ads

Advertisers pay for engaged

views

Good creativeis rewarded

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Engaged Audiences, Engaging Ads

TrueView Ads in Games and Apps

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Innovation through Control: Ad Exchange

Millions of advertisers across all buyer segments

100%of AdSense demand

Transparencyof pricing and

control

InclusiveDesktop, Mobile, Video

…and access to Google’s unique demand

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Innovation through Control: Ad Exchange

“Publishers must utilise video players set up for click-to-play and / or launch in video-specific watch pages”

Video GamesQ3 2013

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Games on Ad Exchange

Transparency

Control

TrueView