State of the Social Casino Industry Q 3
- Slides: 17
State of the Social Casino Industry Q 3 2015 Elad Kushnir, Vice President of Business Development Blog: www. eladkushnir. wordpress. com Twitter: @eladkushnir CASUAL CONNECT TEL AVIV, OCTOBER 19 -21 2015
Playtika is the Social Casino Global Market Leader $549 million 5. 7 million Revenues in 2014 DAU 18. 5 million $0. 27 DARPU MAU 12 Global Offices, Over 1100 Playtikans CASUAL CONNECT TEL AVIV, OCTOBER 19 -21 2015 2
SOCIAL CASINO Market Overview CASUAL CONNECT TEL AVIV, OCTOBER 19 -21 2015 3
SOCIAL CASINO IN CONTEXT Free 2 Play Business Model = Social Casino CASUAL CONNECT TEL AVIV, OCTOBER 19 -21 2015 4
SOCIAL CASINO MARKET SIZE $4. 44 B $3. 46 B $2. 8 B $2. 03 B $1. 33 B 2012 2013 2014 FB Revenues 2015 E 2016 E 2017 E Mobile Revenues CASUAL CONNECT TEL AVIV, OCTOBER 19 -21 2015 Source: Eilers Research 5
GLOBAL GAMES REVENUES Vs. SOCIAL CASINO 2015 $ 70. 0 $ 60. 0 $ 58. 6 B Billions $USD $ 50. 0 $ 40. 0 $ 32. 9 B $ 30. 0 $ 20. 0 $ 10. 0 $ 3. 5 B $- Web / PC / Console Mobile ~4% of Global Games Revenues Social Casino CASUAL CONNECT TEL AVIV, OCTOBER 19 -21 2015 Source: Eilers Research, New Zoo 6
MARKET PLAYERS Casino Suppliers Proven Content Offline Casino Operators Brand Cross Promotion Social Games Companies Mobile & Social Platform Experience RMG Operators Digital Casino Experience CASUAL CONNECT TEL AVIV, OCTOBER 19 -21 2015 7
COMPETATIVE LANDSCAPE Q 3 2015 PLAYTIKA ZYNGA IGT GSN CHURCHILL DOWNS SCIENTIFIC GAMES TIER 1 ~22% ~11% ~9. 5% ~5. 9% ~5. 7% ~5. 4% ~59. 5% TIER 2 ~21. 3% TIER 3 ~19. 2% + HUNDREDS MORE CASUAL CONNECT TEL AVIV, OCTOBER 19 -21 2015 Source: Eilers Research 8
TRENDS AND REALITIES CASUAL CONNECT TEL AVIV, OCTOBER 19 -21 2015 9
THE PORTFOLIO STRATEGY GOES MAINSTREAM CASUAL CONNECT TEL AVIV, OCTOBER 19 -21 2015 10
EXPANDED PRODUCT OFFERINGS Classic Slots CASUAL CONNECT TEL AVIV, OCTOBER 19 -21 2015 11
LOYALTY PROGRAMS ARE THE STANDARD CASUAL CONNECT TEL AVIV, OCTOBER 19 -21 2015 12
A B 2 B POSTMORTEM My slide from Casual Connect San Fran 2014 Ø Quality of content, game play, support, and overall experience is hard to achieve in an off the shelf product. Ø A one size fits all approach doesn’t work in the entertainment industry CASUAL CONNECT TEL AVIV, OCTOBER 19 -21 2015 13
MERGERS AND ACQUISITIONS CASUAL CONNECT TEL AVIV, OCTOBER 19 -21 2015 14
SOCIAL CASINO 2015 M&A SUMMARY Date Target Acquirer Price MAR 15 ? ? MAR 15 ~$10 M JUN 15 $7. 5 M JUL 15 $18 M $39. 2 M AUG 15 DGN GAMES $27. 5 M SEP 15 $25. 6 M SEP 15 $60 -110 M 15 CASUAL CONNECT TEL AVIV, OCTOBER 19 -21 2015 Source: Playtika Research Dep
QUICK RECAP • The Social Casino industry is growing steadily and consistently. Worth $3. 46 B this year. • The Social Casino niche generates ~4% of global games revenues • 4 types of companies dominate the social casino landscape • The top tier players continue to strengthen their market share controlling almost 60% of the market. • Trends and Realities • The Portfolio strategy is key to success • Classic slots are a new sub-niche with real potential • Loyalty programs are standard practice • B 2 B has yet to scale • M&A trend continues albeit at a smaller scale 16
THANK YOU! Elad Kushnir E: eladk@playtika. com CASUAL CONNECT TEL AVIV, OCTOBER 19 -21 2015
- Social casino market size
- Wap games
- Casino management system (cms ) market
- Casino staff scheduling
- аристоурат
- Objectives of gam
- Organigrama casino
- Este hombre del casino provinciano
- Casino software electron
- How does percy snap annabeth out of the trance
- Hotel club casino loutraki athens
- Tony a data analyst for a major casino
- Casino capitalism definition
- Fair bet casino
- Casino cage management system
- Grupos nominais
- Clarificantes enological
- Bill paulos las vegas