Digital Interactive Symposium: Edinburgh Business Models in Virtual Worlds

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Digital Interactive Symposium: Edinburgh Business Models in Virtual Worlds. 27 August 2010 Andy Moseby, Corporate Partner. Recent activity. ?. Lazard capital markets 2010 forecasts. Valuations. Qualitative : Proprietary technology Point of differentiation Breadth of service offering - PowerPoint PPT Presentation

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  • Digital Interactive Symposium: EdinburghBusiness Models in Virtual Worlds

    27 August 2010Andy Moseby, Corporate Partner

  • Recent activity?

  • Lazard capital markets 2010 forecasts

  • ValuationsValuationQuantitative:

    Trading comparablesTransaction comparablesDiscounted cashflow analysisLBO analysisQualitative: Proprietary technologyPoint of differentiationBreadth of service offeringMarket positioningStrength of management

  • Valuations: ability to monetiseValuationQuantitative:

    Trading comparablesTransaction comparablesDiscounted cashflow analysisLBO analysisQualitative: Proprietary technologyPoint of differentiationBreadth of service offeringMarket positioningStrength of management

  • Evolution of revenue streams

  • Evolution of online revenue streamsRetail one offBoxed productDLCDigital distribution / Apps etcOtherData miningGambling

    Back OfflineMerchandiseAssociated productsVirtual TransactionsVirtual goodsP2P trading UGCInviting FriendsContinued PaymentsSubscription / VIPLite versionsEpisodic gamingPC baangsAdvertisingIn-gameAround gameSponsorship / games as ads

  • Evolution of online revenue streamsRetail one offBoxed productDLCDigital distribution / Apps etcOtherData miningGambling

    Back OfflineMerchandiseAssociated productsVirtual TransactionsVirtual goodsP2P trading UGCInviting FriendsContinued PaymentsSubscription / VIPLite versionsEpisodic gamingPC baangsAdvertisingIn-gameAround gameSponsorship / games as ads

  • Evolution of online revenue streamsRetail one offBoxed productDLCDigital distribution / Apps etcOtherData miningGambling

    Back OfflineMerchandiseAssociated productsVirtual TransactionsVirtual goodsP2P trading UGCInviting FriendsContinued PaymentsSubscription / VIPLite versionsEpisodic gamingPC baangsAdvertisingIn-gameAround gameSponsorship / games as ads

  • Evolution of online revenue streamsRetail one offBoxed productDLCDigital distribution / Apps etcOtherData miningGambling

    Back OfflineMerchandiseAssociated productsVirtual TransactionsVirtual goodsP2P trading UGCInviting FriendsContinued PaymentsSubscription / VIPLite versionsEpisodic gamingPC baangsAdvertisingIn-gameAround gameSponsorship / games as ads

  • Evolution of online revenue streamsRetail one offBoxed productDLCDigital distribution / Apps etcOtherData miningGambling

    Back OfflineMerchandiseAssociated productsVirtual TransactionsVirtual goodsP2P trading UGCInviting FriendsContinued PaymentsSubscription / VIPLite versionsEpisodic gamingPC baangsAdvertisingIn-gameAround gameSponsorship / games as ads

  • Lazard capital markets 2010 forecasts

  • Revenue model changes game design

  • Revenue model changes game design

  • Revenue model changes game design

  • Revenue model changes game designAll Image Credits: WikiMedia / Techcrunch / Wadsworth.com

  • Feel the width = Major investment = Some investment = Little/No investmentSource: Games Investor Consulting Limited

    ActivisionEANintendoSonyTHQTake-TwoConsole (retail)Console (online)PC (retail & digi)MobileHardcore MMOGCasual MMOG/VWCasual onlineSocial network

  • Feel the width = Major investment = Some investment = Little/No investmentSource: Games Investor Consulting Limited

    DisneyViacomTimeWarnerNews CorpNBCUBertelsConsole (retail)Console (online)PC (retail & digi)MobileHardcore MMOGCasual MMOG/VWCasual onlineSocial network

  • Contact detailsAndy MosebyCorporate PartnerKemp Little LLPandy.moseby@kemplittle.com Tel. +44 (0) 20 7710 1650

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