Awesome Game Data

Geoffrey Zatkin Founder of EEDAR YOUR PRESENTER

Geoffrey “GZ” Zatkin

Indie Game Developer Lead Designer 1991 to 1996 2003 to 2005

Sr. / Lead Designer Founder 1997 to 2003 2006 to Current

CONTEXT IS EVERYTHING ATTRIBUTION

Retail Aggregate Market Release Downloadable Character Protagonist Title MSRP Buzz Presence Review Spend Date Content Advancement Alignment

Game Platform Speed

Alternate 3D Platforms Enabled

Associated HDTV Support

Use of Franchise Celebrity

Branding Co-Op

ESRB Multiplayer Rating

Content Literary Optional Hardware Combat Launch Gender(s) Descriptors Genre Peripherals Requirements Speed Competitors Available

Edition Genre Monetization Camera (s) Developer Publisher Genre Sub-Genre Setting Type Elements Model Perspective Used

CONTEXT IS EVERYTHING ATTRIBUTION 15,000+ Objectively Quantifiable Attributes of Video Games (Retail and Digital)

Downloadable Content & Micro-Transactions Use of Brand/License

Playable Character Types Multiplayer Support

CONTEXT IS EVERYTHING EEDAR

About EEDAR • Founded in 2006 • Based in Carlsbad, California w/ 60 Employees • Exclusively Servicing the Industry • Over a Dozen Industry Data Partners • Servicing >95% of the top Publishers and >50 Development Studios

EEDAR Data • 118,000+ Products (Games, Accessories, Hardware) Observed To Date • 148,000,000+ Data Points

CONTEXT IS EVERYTHING GAMES Franchise Distinct Game Platform SKU

Standard Edition SKU

Peripheral Edition SKU

CONTEXT IS EVERYTHING GAMES Franchise Distinct Game Region Platform SKU

CONTEXT IS EVERYTHING FADS: MUSIC & RHYTHM GAMES Music & Rhythm Genre Games Released by Year All 6th, 7th and 8th Generation Console, Handheld and PC Distinct Titles in the U.S.A. 70 60 50 40 30 20 10 0 2001 2002 2003 2004 2005 2006 2007 2008 2009 2010 2011 2012 2013

Source: EEDAR CONTEXT IS EVERYTHING FADS: MUSIC & RHYTHM GAMES Revenue from Music & Rhythm Genre Games All 6th, 7th and 8th Generation Console, Handheld and PC Distinct Titles in the U.S.A.

$2,000 百万 $1,500

$1,000

$500

$0 2001 2002 2003 2004 2005 2006 2007 2008 2009 2010 2011 2012 2013

Source: EEDAR & The NPD Group CONTEXT IS EVERYTHING 8TH GENERATION

We are at the start of the as well as the middle 8th generation of game consoles of a grand experiment in and the beginning of what could be the new business models and last generation of dedicated gaming hardware monetization methodologies

2004 2005 2006 2007 2008 2009 2010 2011 2012 2013

CONTEXT IS EVERYTHING WHO GAMES? % of American homes with a 100%

90%

80%

70% 67%

60% 49% 51% 51% 50% 42% 40% 38% 33% 30%

20%

10%

0% 2007 2008 2009 2010 2011 2012 2013 2014 Source: ESA CONTEXT IS EVERYTHING WHO GAMES? Game Playing Population of the USA

41%

59%

Game Players Non Game Players Source: ESA CONTEXT IS EVERYTHING HARDWARE SALES Platform Sales Worldwide Through December, 2013 2013 2013 2012 2006 2006 2005 2011 2004 2005 2012 2010 200

百万 180 160 140 120 100 80 60 40 20 0 PlayStation 4 One WiiU PlayStation 3 3DS Nintendo DS PlayStation PlayStation iPad Portable Vita

Source: EEDAR CONTEXT IS EVERYTHING HARDWARE SALES Platform Sales Worldwide Through December, 2013

500

百万 450 400 350 300 250 200 150 100 50 0 PlayStation 4 WiiU PlayStation 3 Wii Xbox 360 Nintendo 3DS Nintendo DS PlayStation PlayStation iPad iPhone Portable Vita

Source: EEDAR CONTEXT IS EVERYTHING ANDROID DEVICE FRAGMENTATION

CONTEXT IS EVERYTHING MOBILE Mobile Gamers [2012-2014] [Active Mobile Gamers][NA] 250

200

150

Millions 100

50

0 2012 2013 2014 Own a Smart Mobile Device Play Games on their Smart Mobile Device Source: EEDAR Mobile Report 2014 CONTEXT IS EVERYTHING MOBILE GAMERS Mobile Gamers by Device Ownership [Active Mobile Gamers][NA/Europe]

35%

50%

15%

Smartphone & Tablet Tablet Only SmartPhone Only Source: EEDAR Mobile Report 2014 CONTEXT IS EVERYTHING MOBILE GAMERS Mobile Gaming Revenue by Device Ownership [Active Mobile Gamers][NA/Europe]

15%

9%

76%

Smartphone & Tablet Tablet Smartphone Source: EEDAR Mobile Report 2014 CONTEXT IS EVERYTHING WHO GAMES? Average Age of Gamers in the USA 40

38 37

36 35 35 34 34 33 33

32 31 30 30 30 30 29

28

26

24

22

20 2004 2005 2006 2007 2008 2009 2010 2011 2012 2013 2014 Source: ESA CONTEXT IS EVERYTHING WHO GAMES? Age of Gamers in the USA

29% 39%

32%

Under 18 18 to 35 36+ Source: ESA CONTEXT IS EVERYTHING WHO GAMES? Age by Mobile Spending Segment [Active Mobile Users][NA/Europe] 40

35 31.2 30 28 27.7 26.7 25

20

15

10

5

0 Non-Payers Moderate Payers Heavy Payers All Mobile Gamers Source: EEDAR Mobile Report 2014 CONTEXT IS EVERYTHING WHO GAMES? Gender of Game Players in the USA 70%

60%

50%

40%

30%

20%

10%

0% 2004 2005 2006 2007 2008 2009 2010 2011 2012 2013 2014 Male Female Source: ESA CONTEXT IS EVERYTHING WHO GAMES? Gender of Gamers in the USA

48% 52%

Male Female Source: ESA CONTEXT IS EVERYTHING WHO GAMES? Gender by Mobile Spending Segment in North America Of users that indicated they engage in daily mobile gaming activities

Heavy Payers 71% 29%

Moderate Payers 59% 41%

Non-Payers 37% 63%

All Mobile Gamers 44% 56%

0% 10% 20% 30% 40% 50% 60% 70% 80% 90% 100% Male Female Source: EEDAR Mobile Report 2014 CONTEXT IS EVERYTHING WHO GAMES?

Adult women now represent a greater portion of the game-playing population (31%) than boys age 17 or younger (19%).

CONTEXT IS EVERYTHING WHO GAMES? THE ‘GAMERS’ OF TODAY ARE ENTERTAINMENT CONSUMERS

CONTEXT IS EVERYTHING PENETRATION World Internet Penetration by Region [Q4, 2013]

North America Connected to 84.9% Europe 68.6% /Oceania 67.5% Latin America/Caribbean 49.3% 45.8% Middle East 44.9% World, Avg. 39.0% Asia 31.7% Africa 21.3%

0% 10% 20% 30% 40% 50% 60% 70% 80% 90% Source: Internet World Stats CONTEXT IS EVERYTHING GAMING TIME Total Gaming Hours Per Week by Mobile Spending Segment [Active Mobile Gamers][NA/Europe] 30

25

20

15

10

5

0 Non-Payers Moderate Payers Heavy Payers All Mobile Gamers Mobile Gaming Hours Total Gaming Hours Source: EEDAR Mobile Report 2013 CONTEXT IS EVERYTHING GAMING TIME Weekly Gaming Timeshare by Mobile Spending Segment [Active Mobile Gamers][NA/Europe][Hours Per Week] 30

25

20 Smartphone

Tablet 15

Hours Console

10 Handheld PC 5

0 Non-Payers Moderate Payers Heavy Payers Source: EEDAR Mobile Report 2013 CONTEXT IS EVERYTHING GAMING TIME

The “whales” of western mobile markets consist primarily of people who are already used to paying money for games

CONTEXT IS EVERYTHING WHO GAMES? % of Gamers That Play Games with Others, Either In-Person or Online 80%

75%

70% 64% 65% 65% 62% 62% 62% 62% 59% 60% 56% 55% 51% 50% 47% 45%

40%

35%

30% 2005 2006 2007 2008 2009 2010 2011 2012 2013 2014 Source: ESA CONTEXT IS EVERYTHING COOPERATIVE PLAY Prevalence of Co-Op [Retail Console Platform Titles] [NA/Europe] 60%

50%

40% 38%

29% 30% 25% 25% 26% 23% 21% 20% 18%

10%

0% 2006 2007 2008 2009 2010 2011 2012 2013 Source: EEDAR CONTEXT IS EVERYTHING COOPERATIVE PLAY Prevalence of Co-Op by Genre [PS3, Wii & 360][Retail Titles][NA/Europe] 60%

50%

40%

30%

20%

10%

0% Action Arcade Fighting General Music & Narrative Puzzle Racing RPG Shooter Skill & S&E Sports Strategy Ent Rhythm Chance Simulation Source: EEDAR CONTEXT IS EVERYTHING MULTIPLAYER SUPPORT HD Games with No Multiplayer Support [Xbox 360 & PS3] [Retail Titles] in [NA/Europe] 60%

50% 47% 45% 41% 42% 40% 36% 34% 31% 30% 28%

20%

10%

0% 2006 2007 2008 2009 2010 2011 2012 2013 Source: EEDAR CONTEXT IS EVERYTHING SALES US Video Game Sales Billions of Dollars 18 17.1 16.7 16.2 16 15.2 15.4

14 11.7 12

10 9.5 7.4 8 6.9 7 7.3 7 6.1 5.5 5.6 6 4.8 3.7 4 2.6 2

0 1996 1997 1998 1999 2000 2001 2002 2003 2004 2005 2006 2007 2008 2009 2010 2011 2012 2013 Source: The NPD Group CONTEXT IS EVERYTHING A RENAISSANCE

This has led to a Renaissance in game creation…

CONTEXT IS EVERYTHING GAME RELEASES Release Quantities Retail Console, Handheld & PC Platform Title Releases in the USA 3,000

2,500

2,000

1,500

1,000

500

0 2002 2003 2004 2005 2006 2007 2008 2009 2010 2011 2012 2013 Source: EEDAR CONTEXT IS EVERYTHING GAME RELEASES Release Quantities Retail & Digital Console, Handheld & PC Platform Title Releases in the USA 3,000

2,500

2,000

1,500

1,000

500

0 2002 2003 2004 2005 2006 2007 2008 2009 2010 2011 2012 2013 Source: EEDAR CONTEXT IS EVERYTHING CHANGES

CONTEXT IS EVERYTHING GAME RELEASES Quantity of iPhone games released per year in NA 45,000

40,000

35,000

30,000

25,000

20,000

15,000

10,000

5,000

0 2008 2009 2010 2011 2012 Source: EEDAR CONTEXT IS EVERYTHING GAME RELEASES Quantity of “Ranked” iPhone Games Released per Year in NA 7,000

6,000

5,000

4,000

3,000

2,000

1,000

0 2008 2009 2010 2011 2012 2013 Source: EEDAR CONTEXT IS EVERYTHING GAME RELEASES Release Quantities Retail & Digital Console, Handheld & PC Platform Title Releases in the USA 3,000

2,500

2,000

1,500

1,000

500

0 2002 2003 2004 2005 2006 2007 2008 2009 2010 2011 2012 2013 Source: EEDAR CONTEXT IS EVERYTHING GAME RELEASES Release Quantities Retail & Digital Console, Handheld, PC & Ranked iOS Platform Title Releases in the USA 9,000

8,000

7,000

6,000

5,000

4,000

3,000

2,000

1,000

0 2002 2003 2004 2005 2006 2007 2008 2009 2010 2011 2012 2013 Source: EEDAR CONTEXT IS EVERYTHING WHY DO I STILL TALK ABOUT CONSOLE?

$1,800

$1,600 Millions Some “Best In Class” Examples

$1,400 2010

$1,200 $1,150

$1,000

$800

$600

$400

$200 $17 $11 $0 : MW2 Battlefield 1943 (XBLA/PSN) The Sims 3 (iOS) Source: EEDAR CONTEXT IS EVERYTHING WHY DO I STILL TALK ABOUT CONSOLE?

$1,800 百万 $1,600 Some “Best In Class” Examples

$1,400 2011

$1,200 $1,150

$1,000

$800

$600

$400

$200 $50 $50 $17 $0 Call of Duty: MW2 CoD: MW2 Map Pack Angry Birds Battlefield 1943 (XBLA/PSN) Source: EEDAR CONTEXT IS EVERYTHING WHY DO I STILL TALK ABOUT CONSOLE?

$1,800

百万 $1,600 $1,600 Some “Best In Class” Examples

$1,400 March 2012

$1,200 $1,100

$1,000

$800

$600

$400

$200 $80 $65 $37 $0 Call of Duty: Black Ops All Zynga Games CoD MW2 Map Pack Angry Birds Source: EEDAR CONTEXT IS EVERYTHING WHY DO I STILL TALK ABOUT CONSOLE?

$1,800 $1,600 $1,600

Millions Some “Best In Class” Examples $1,400 March 2013

$1,200

$1,000 $950

$800

$600

$400 $350 $220 $155 $200 $115 $95

$- COD: MW3 All Zynga Games World of Tanks Angry Birds Plants vs. Call of Duty Map iOS Pack Source: EEDAR CONTEXT IS EVERYTHING WHY DO I STILL TALK ABOUT CONSOLE?

$1,800 $1,650 百万 $1,600 Some “Best In Class” Examples

$1,400 $1,300 March 2014

$1,200 $1,080 $1,000 $873 $800 $600 $600

$400

$200 $170 $200

$0 GTA V Call of Duty: Candy Crush All Zynga (2013) League of All DLC for COD: Minecraft XBLA Ghosts (2013) Legends (2013) Black Ops 2 (LTD) Source: EEDAR CONTEXT IS EVERYTHING SALES CURVE All [PlayStation 3 and Xbox 360] [Shooter] Games Average [Unit Sales] of [U.S.] [Retail] Games; [Nov 2005] to [Dec 2010] 180,000

160,000

140,000

120,000

100,000

80,000

60,000

40,000

20,000

0 Month 1 Month 2 Month 3 Month 4 Month 5 Month 6 Month 7 Month 8 Month 9 Source: EEDAR & The NPD Group CONTEXT IS EVERYTHING SALES CURVE Frontloading of Sales by Core Genres over Time [Genres: Action, Fighting, RPG, Shooter, Strategy] [USA] [% of Total 9 Month Unit Sales] 50% 45% 40% 35% 30% 25% 20% 15% 10% 5% 0% Month 1 Month 2 Month 3 Month 4 Month 5 Month 6 Month 7 Month 8 Month 9 2005-2007 2010-2011 Source: EEDAR & The NPD Group CONTEXT IS EVERYTHING GOING BIG

Go BIG or Go Home

CONTEXT IS EVERYTHING MONETIZING MOBILE

Source: EEDAR Mobile Report 2014 CONTEXT IS EVERYTHING MONETIZING MOBILE

Source: EEDAR Mobile Report 2014 CONTEXT IS EVERYTHING MONETIZING MOBILE Mobile Gamers Revenue Breakdown [Active Mobile Gamers][NA/Europe] 60%

50%

40%

30%

20%

10%

0% Non-Payers Moderate Payers Heavy Payers % of Players % of Revenue Source: EEDAR Mobile Report 2014 CONTEXT IS EVERYTHING MOBILE DEVICES Top 3 Reasons Mobile Gamers Play Mobile Games [Core vs. Casual][Active Mobile Gamers][NA/Europe]

Relax

Pass Time While Waiting

Take a Break

Pass Time While Waiting

Lower Priced Games

Take a Break

0% 10% 20% 30% 40% 50% 60% 70% 80% 90% Source: EEDAR Mobile Report 2014 CONTEXT IS EVERYTHING DISCOVERY Sources Mobile Gamers Use to Discover Mobile Games [Core vs. Casual][Active Mobile Gamers][NA/Europe]

Top of Charts

Featured App

Word of Mouth Core Saw Someone Playing

Gameplay Video

Top of Charts

Word of Mouth

Saw Someone Playing Casual Featured App

Facebook Invite

0% 10% 20% 30% 40% 50% 60% 70% Source: EEDAR Mobile Report 2014 CONTEXT IS EVERYTHING VIRALITY Mobile Player Sharing Propensity [Active Mobile Gamers][NA/Europe] 80%

70% 23% 60% 16%

50% 8% 40% 5% 30% 2% 53% 52% 20% 44% 33% 10% 21%

0% Casual Midcore Core Sharers Heavy Sharers Source: EEDAR Mobile Report 2014 CONTEXT IS EVERYTHING VIRALITY Features “Core” Mobile Games Share [Active Mobile Gamers][NA/Europe]

Quality Art

Game is Innovative

Challenging

Can Compete with Others

Good Story

30% 35% 40% 45% 50% 55% 60% 65% 70% Source: EEDAR Mobile Report 2014 CONTEXT IS EVERYTHING ACQUISITION Top Endorsed Reasons Mobile Gamers Download Mobile Games [Active Mobile Gamers][NA/Europe]

Cost

Game Genre

Friend Recommendation

Graphical Quality

User Reviews

Playing the Lite or Free Version First

Star Rating in App Store or Store

0% 10% 20% 30% 40% 50% 60% 70% Source: EEDAR Mobile Report 2014 CONTEXT IS EVERYTHING CHURN Reasons “Core” Mobile Gamers Stop Playing Mobile Games [Active Mobile Gamers][NA/Europe]

Progression Becomes Difficult Without Paying Real Money

Having to Wait a Long Time or Work a Lot for Little Progress

Game is Not What I Expected

Game Becomes Repetitive

Game is Not as Good as Other Games

20% 25% 30% 35% 40% 45% 50% 55% 60% 65% 70% Source: EEDAR Mobile Report 2014 CONTEXT IS EVERYTHING BRANDING Influence of Brand on Downloads [Active Mobile Gamers][NA/Europe]

Established Mobile Game Branding

Other Game Branding

Console Video Game Branding

Movie Branding

Other Media Branding

Product Branding

Celebrity Branding

0% 10% 20% 30% 40% 50% 60% 70% Source: EEDAR Mobile Report 2014 CONTEXT IS EVERYTHING BRANDING Influence of Brand on Mobile Game Downloads [Core vs. Casual][Active Mobile Gamers][NA/Europe] 90% 80% 70% 60% 50% 40% 30% 20% 10% 0% Celebrity Product Other Media Movie Other Game Mobile Game Core Casual Gamer Source: EEDAR Mobile Report 2014 CONTEXT IS EVERYTHING SOCIAL MEDIA

The “Big Three” Western Social Media Sites

CONTEXT IS EVERYTHING DIGITAL STOREFRONTS

CONTEXT IS EVERYTHING CONSOLE STOREFRONTS

CONTEXT IS EVERYTHING DIGITAL RELEASES Digital and Retail Console Games Over Time PS3, PS4, Wii, , 360 & XB1 in the USA 1800 1600 1400 1200 1000 800 600 400 200 0 2005 2006 2007 2008 2009 2010 2011 2012 2013 Physical Only Digital Only Physical & Digital Source: EEDAR CONTEXT IS EVERYTHING HARD CURRENCY 8th Gen Launch Titles using Hard Currency

PlayStation 4 39.1% 60.9%

Xbox One 45.5% 54.5%

Games with Hard Currency Games without Hard Currency Source: EEDAR CONTEXT IS EVERYTHING GAME-AFFECTING DLC Game-Affecting DLC Prevalence All PS3 & Xbox 360 Platform Titles 6,000 400

350 5,000 300 4,000 250

3,000 200

150 2,000 100 1,000 50

0 0 2005 2006 2007 2008 2009 2010 2011 2012 2013 Count of Paid DLC Games w/ Paid DLC Source: EEDAR CONTEXT IS EVERYTHING GAME-AFFECTING DLC Game-Affecting DLC Prevalence removing Music Games All PS3 & Xbox 360 Platform Titles 4,000 350

3,500 300 3,000 250 2,500 200 2,000 150 1,500 100 1,000

500 50

0 0 2005 2006 2007 2008 2009 2010 2011 2012 2013 Count of Paid DLC -Music Games w/ Paid DLC -Music Source: EEDAR CONTEXT IS EVERYTHING GAME-AFFECTING DLC Average Quantity of Paid Game-Affecting DLC per Game All PS3 & Xbox 360 Platform Titles 18 16 14 12 10 8 6 4 2 0 2005 2006 2007 2008 2009 2010 2011 2012 2013 Ave. Paid DLC per Game Ave. Paid DLC per Game -Music Source: EEDAR CONTEXT IS EVERYTHING MOBILE MONETIZATION

People that spend more money on mobile games spend more money in mobile games.

CONTEXT IS EVERYTHING THE QUALITY THRESHOLD

86% of console owners will only consider purchasing DLC if a game has an average review score over 80.

92 89

87 94

Source: EEDAR Deconstructing DLC Survey CONTEXT IS EVERYTHING INFLUENCE OF REVIEWS

Group 1 Group 2 Group 3

CONTEXT IS EVERYTHING INFLUENCE OF REVIEWS SMU/EEDAR Study 95 Anchor Review Scores vs. Participant Review Score 90 90 85 85

80 79

75 71 70

65 61 60

55 55 58 51 50 A (Exposed to High Review Scores) C (Exposed to No Review Scores) B (Exposed to Low Review Scores) Source: EEDAR CONTEXT IS EVERYTHING INFLUENCE OF REVIEWS SMU/EEDAR Study Purchase Intent - Took $10 Cash vs. Took Boxed Copy of Plants vs. 90% 83% 79% 80%

70% 62% 60%

50% 38% 40%

30% 21% 20% 17%

10% 34 21 46 12 43 9 0% A (Exposed to High Review Scores) C (Exposed to No Review Scores) B (Exposed to Low Review Scores) Source: EEDAR CONTEXT IS EVERYTHING INFLUENCE OF REVIEWS SMU/EEDAR Study Participants Willingness to Make a Positive Recommendation to a Friend/Relative

100% 91% 90% Would 79% Recommend 80% Would Not 70% 65% Recommend 60%

50% 40% 35% 30% 21% 20% 9% 10% 50 5 46 12 34 18 0% A (Exposed to High Review Scores) C (Exposed to No Review Scores) B (Exposed to Low Review Scores) Source: EEDAR CONTEXT IS EVERYTHING GAME QUALITY Ave. 3 Month [Unit Sales] by [Review Score] All Retail 6th, 7th and 8th Generation Console, Handheld and PC Platform Games in the U.S.A Platform Launch through [December 2013] 700,000 263 games 600,000

500,000

400,000

300,000

2,233 games 200,000

100,000 3,669 games 3,239 games 1,427 games 1,947 games 0 <50 50 to 59 60 to 69 70 to 79 80 to 89 90 to 100 Source: The NPD Group & EEDAR CONTEXT IS EVERYTHING GAME QUALITY Ave. 3 Month [Unit Sales] by [Review Score] All [U.S.] [Retail] [360, PS3, PS4, Wii, WiiU, XB1] games [Combined Editions] Platform Launch through [December 2013] 1,200,000

90 games 1,000,000

800,000

600,000

400,000 767 games

200,000 1192 games 584 games 620 games 984 games 0 <50 50 to 59 60 to 69 70 to 79 80 to 89 90 to 100 Source: The NPD Group & EEDAR CONTEXT IS EVERYTHING GAME QUALITY Review Score Correlation to Unit Sales [Coefficient of Determination - R-Squared] [ >10k Unit Sellers] [USA] 0.7 0.64 0.6 0.57

0.48 0.5 0.45

0.4 0.3 0.31 0.28 0.29 0.3 0.26 0.22 0.21 0.2 0.2

0.1

0 Launch Window Early Mid Late Vita PS2/Xbox PS3/Xbox 360 3DS Wii-U Source: EEDAR CONTEXT IS EVERYTHING GAME QUALITY Ave. 3 Month [Unit Sales] by [Review Score] All [U.S.] [Wii] games [Combined Editions] Platform Launch through [October 2007] 1,000,000 900,000 800,000 700,000 3 games 600,000 500,000 6 games 400,000 300,000 200,000 27 games 36 games 28 games 100,000 22 games 0 <50 50 to 59 60 to 69 70 to 79 80 to 89 90+ Source: The NPD Group & EEDAR CONTEXT IS EVERYTHING GAME QUALITY Ave. 3 Month [Unit Sales] by [Review Score] All [U.S.] [Wii] games [Combined Editions] Platform Launch through [April 2013] 1,000,000 12 games 900,000 800,000 700,000 600,000 500,000 400,000 300,000 91 games 200,000 222 games 250 games 100,000 231 games 183 games 0 <50 50 to 59 60 to 69 70 to 79 80 to 89 90+ Source: The NPD Group & EEDAR CONTEXT IS EVERYTHING

MARKETING VS. GAME QUALITY

WII: 2.8 X High Marketing High Marketing WII: 11.3 X [High]

PS3: 2.6 X PS3: 13.0 X

360: 3.2 X Low Review High Review 360: 16.0 X

WII: 1.0 X Low Marketing Low Marketing WII: 1.6 X Marketing $$$ Marketing

PS3: 1.0 X PS3: 2.4 X

360: 1.0 X Low Review High Review 360: 2.4 X

Source: EEDAR, Nielsen Monitor Plus & The NPD Group [Low] [Low] Review Score [High]

CONTEXT IS EVERYTHING GOING BIG

There are so many games out there… That if your game isn’t really good… AND doesn’t spend a lot marketing… Nobody hears about it… Which means that nobody buys it.

CONTEXT IS EVERYTHING IN-STORE ADVERTISING Top 5 Video Games by Quantity of In-Store & Website Promotions [Best Buy, GameStop, Target, Toys R Us, WalMart] [2013] [USA] 400 354 350 333

300 280

250 237 230

200

150

100

50

0 Call of Duty: Ghosts V Skylanders: Swap force Disney Infinity Source: EEDAR CONTEXT IS EVERYTHING DIRECT MEDIA SPEND SHARE

General Entertainment Action Social & Economic Simulation Shooter Role Playing Games 9.3% Sports OF RETAIL TITLES Racing Narrative ACCOUNT FOR Strategy Skill & Chance 75% Arcade Music & Rhythm OF DIRECT MEDIA Fighting SPEND SINCE 2005. 0 200 400 600 800 1000 1200 1400

Source: EEDAR, Nielsen Monitor-Plus Total Quantity of Titles Region: USA Period: 2005 through 2012 Sample: Physical/Retail, 7th Gen, 8th Gen, PC Units: Distinct Titles, Spend in Millions 75% Revenue 25% Revenue CONTEXT IS EVERYTHING RETAIL REVENUE TITLE SHARE

General Entertainment Action Social & Economic Simulation Shooter Role Playing Games 12.5% Sports OF RETAIL TITLES Racing Narrative HAVE GENERATED Strategy Arcade Skill & Chance 75% Music & Rhythm OF RETAIL REVENUE Fighting SINCE 2005. 0 200 400 600 800 1000 1200 1400

Source: EEDAR, The NPD Group Total Quantity of Titles Region: USA Period: 2005 through 2012 Sample: Physical/Retail, 7th Gen, 8th Gen, PC Units: Distinct Titles, Revenue in Billions 75% Revenue 25% Revenue CONTEXT IS EVERYTHING MARKET LEADERS

Western video games have seen market leaders emerge within each gaming vertical,

With the top few titles earning the lion’s share of the revenue generated within that vertical.

CONTEXT IS EVERYTHING MARKET SHARE LEADERS PC F2P Shooters Western Market Share by DAU

31% Team Fortress 2 38% Planetside 2 Warframe Crossfire Other 12% 9% 10%

Source: EEDAR CONTEXT IS EVERYTHING MARKET SHARE LEADERS PC F2P Mechanized Shooters Western Market Share by DAU

17% World of Tanks Team Fortress 2 4% Warthunder 5% 48% Planetside 2 5% Warframe 7% Crossfire

14% Other

Source: EEDAR CONTEXT IS EVERYTHING MARKET SHARE LEADERS Retail Console/PC Shooters US Market by 2YR Unit Sales

Call of Duty 37% 41% Battlefield Other 4% 9% 9%

Source: The NPD Group & EEDAR CONTEXT IS EVERYTHING MARKET SHARE LEADERS Active WoW Subscribers vs. 2YR US Shooter Unit Sales

25 百万

20

15

10

5

0 Q4 Q1 Q2 Q3 Q4 Q1 Q2 Q3 Q4 Q4 Q4 Q1 Q2 Q3 Q4 Q1 Q2 Q3 Q4 Q1 Q2 Q3 Q4 2006 2007 2007 2007 2007 2008 2008 2008 2008 2009 2010 2011 2011 2011 2011 2012 2012 2012 2012 2013 2013 2013 2013 Halo CoD Battlefield WoW Source: The NPD Group & EEDAR CONTEXT IS EVERYTHING MARKET SHARE LEADERS PC F2P MOBA Worldwide by MAU

9%

League of Legends Other

89%

Source: EEDAR CONTEXT IS EVERYTHING MARKET SHARE LEADERS Top MOBA Concurrent Players Worldwide 8,000,000

7,000,000

6,000,000

5,000,000

4,000,000

3,000,000

2,000,000

1,000,000

- 2011 2012 2013 League of Legends DOTA 2 Source: EEDAR CONTEXT IS EVERYTHING THANKS FOR COMING

Awesome Video Game Data

Geoffrey Zatkin Founder [email protected]

CONTEXT IS EVERYTHING