Dr. Pascal Zuta, 12 February 2013, Casual Connect Europe, Hamburg
1 Agenda Aeria Games & Entertainment, Inc. Proprietary and Confidential Introducing Aeria Games The Past & Future of Games
2 Our global team is now 600+ strong across 5 offices after the merger with Gamepot Aeria Games & Entertainment, Inc. Proprietary and Confidential Localized games offered by Aeria Games Santa Clara, U.S.A. Established in 2006 Aeria Global Headquarter, U.S. and Mobile operations 180 employees Santa Clara, U.S.A. Established in 2006 Aeria Global Headquarter, U.S. and Mobile operations 180 employees Sao Paulo, Brazil Established in 2010 Latin American operations 35 employees Sao Paulo, Brazil Established in 2010 Latin American operations 35 employees Berlin, Germany Established in 2008 European operations 110 employees Berlin, Germany Established in 2008 European operations 110 employees Aeria Games Global Footprint Tokyo, Japan Established in 2001 Gamepot Headquarter, Japanese operations 240 employees Tokyo, Japan Established in 2001 Gamepot Headquarter, Japanese operations 240 employees Seoul, Korea Established in 2012 Mobile development 35 employees Seoul, Korea Established in 2012 Mobile development 35 employees
3 Aeria’s gaming community of 60M+ continues to grow at a rapid pace across 30+ countries Aeria Games & Entertainment, Inc. Proprietary and Confidential 20M+ 40M+ 60M+ Aeria Games Community Size International Player Base
4 Aeria Ignite and Aeria Mobile were our most important initiatives in 2012 Aeria Games & Entertainment, Inc. Proprietary and Confidential Aeria “Ignite” Distribution Platform Community features on Desktop Single access point to all of Aeria’s exclusive games Distribution of non-exclusive titles via SDK Aeria Mobile Built up mobile publishing operations in U.S. and Europe Global team of 120+ working on mobile publishing & development In France’s Top 20 Grossing since launch
5 Agenda Aeria Games & Entertainment, Inc. Proprietary and Confidential Introducing Aeria Games The Past & Future of Games
6 Devices Aeria Games & Entertainment, Inc. Proprietary and Confidential Desktop PC Windows Mouse & Keyboard Tablets, Mobile Phones iOS, Android, Win8 Touch & Gyro
7 Products Aeria Games & Entertainment, Inc. Proprietary and Confidential “Plain Vanilla” Clones Focus on Features Made in Asia for Asia Unique Positioning Focus on IP Global Target Audience
8 User Acquisition Aeria Games & Entertainment, Inc. Proprietary and Confidential Cheap User Acquisition “Free” and “German” Enough to Drive Traffic Rising Acquisition Cost Strong Analytics to Drive Marketing ROI
9 Market Structure Aeria Games & Entertainment, Inc. Proprietary and Confidential “Gold Rush” No Skills Needed Lots of People Get Lucky “Gold Rush” Over Market Consolidation Weak Players Disappear
10 The Hype Cycle: PC Games Aeria Games & Entertainment, Inc. Proprietary and Confidential Plateau of Productivity Slope of Enlightenment Hype Time Peak of Inflated Expectations Trough of Disillusionment
11 The Hype Cycle: History Repeating Aeria Games & Entertainment, Inc. Proprietary and Confidential Hype Time PC Games Social Games Mobile Games
12 Capabilities Needed to Win Aeria Games & Entertainment, Inc. Proprietary and Confidential Long Cycle Times Big “Splash” Launches Fast Execution Pivot & Adapt Analytics, Analytics, …