gigse/scs presentation: social casino state of the industry 2014
DESCRIPTION
GiGse/ScS Presentation: Social Casino State of the Industry 2014 by Stephanie Llamas, Senior Analyst at SuperData ResearchTRANSCRIPT
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Social Casino State-of-the-Industry: Playing the next hand in this $2B market
Prepared for the Social Casino Summit 2014
SuperData | Digital games market intelligence
@StephiNaners @_SuperData #GiGse14
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Stephanie Llamas Senior Analyst, Consumer Insights SuperData Research
@StephiNaners @_SuperData #GiGse14
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SuperData specializes in social and mobile casino We combine digital point-of-sale data with qualitative consumer insight.
Female, 34-years oldPlays: Social / City BuildingSpends: $12.15/MonthPays with: Credit Card
Male, 21-years oldPlays: MMO/FantasySpends: $23.45/MonthPays with: Prepaid Game Card
Male, 23-years oldPlays: First Person ShooterSpends: $8.17/MonthPays with: Mobile Payment
Male, 45-years oldPlays: MMO/Sci-FiSpends: $16.10/MonthPays with: eWallet
17%12%
29%16%
26%
Q: How often do you play social casino games?
Multiple times a day
Once a day
2 to 3 times a week
Once a week
Once every few weeks
German panel interviewed on February 2013. n = 3,125
J F M A M J J A S O N D
$27.03$31.05
$25.00$20.00
$26.88 $25.94 $25.00$31.73 $31.37
$36.67 $33.34 $34.12
Monthly ARPPU across MMO genres in US market ($)
1.7x Lifetime value for top MMO games vs average title.
450+ unique titles 50 contributing publishers 37MM unique paying users 200MM+ transactions 10 years of data 4 key metrics Global coverage
@StephiNaners @_SuperData #GiGse14
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@StephiNaners @_SuperData #GiGse14
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Industry Trends
Opportunity@StephiNaners @_SuperData #GiGse14
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Industry Trends
Opportunity@StephiNaners @_SuperData #GiGse14
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2014E Social Casino Market
Worldwide $3B
@StephiNaners @_SuperData #GiGse14
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2014E Social Casino Market
N. America $1.5B
LatAm $65M
Europe $614M Asia
$575M
Rest of the world
$249M
@StephiNaners @_SuperData #GiGse14
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Playtika/ Caesars
Double Down Interactive/IGN
ZyngaGSN
Big Fish Gaming
Social Casino Publisher Market Share - May 2014
Williams Interactive/ Scientific Games
PlayStudios
DoubleU Casino Games
High 5 Games
Product Madness/ Aristocrat
Other
@StephiNaners @_SuperData #GiGse14
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Playtika/ Caesars
Double Down Interactive/IGN
Zynga
GSN
Big Fish Gaming
Social Casino Publisher Market Share - May 2014
Williams Interactive/ Scientific Games
PlayStudios
DoubleU Casino Games
High 5 Games
Product Madness/ Aristocrat
Other
@StephiNaners @_SuperData #GiGse14
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Industry Trends
Opportunity@StephiNaners @_SuperData #GiGse14
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Social Casino Desktop Users May 2013
@StephiNaners @_SuperData #GiGse14
MAY 2013
104MM
16%
84%545MM
649MM total desktop MAU
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@StephiNaners @_SuperData #GiGse14
10%81MM
16%
84%
Social Casino Desktop Users May 2013 vs. May 2014
736MM
817MM total desktop MAU
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@StephiNaners @_SuperData #GiGse14
10%81MM
16%
84%
Social Casino Desktop Users May 2013 vs. May 2014
736MM
817MM total desktop MAU
+26% SOCIAL - 28% SOCIAL CASINO
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Social Casino Users May 2014
81MM
158MM21MM24MM
MAU DAU
@StephiNaners @_SuperData #GiGse14
MobileDesktop
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Social Casino Users May 2014
81MM
158MM21MM24MM
MAU DAU
@StephiNaners @_SuperData #GiGse14
MobileDesktop
Engagement 26%15%
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Social casino revenues ($, billion)
$0
$1
$2
2013 2014E 2015E 2016E
$1.9$1.8$1.7$1.4 $2.1$1.8$1.4$0.8
MobileDesktop
2014E Social Casino Market
@StephiNaners @_SuperData #GiGse14
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Social casino revenues ($, billion)
$0
$1
$2
2013 2014E 2015E 2016E
$1.9$1.8$1.7$1.4 $2.1$1.8$1.4$0.8
MobileDesktop
2014E Social Casino Market
@StephiNaners @_SuperData #GiGse14
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Social casino revenues ($, billion)
$0
$1
$2
2013 2014E 2015E 2016E
$1.9$1.8$1.7$1.4 $2.1$1.8$1.4$0.8
MobileDesktop
2014E Social Casino Market
@StephiNaners @_SuperData #GiGse14
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1%12%
36%
11%
40%
Slots Poker Casino Bingo Other
1%13%
22%
31%
33%
14%
41%9%
36%15%
25%
31%
29%
Social Casino Genre Market Share - May 2014
Desktop Mobile
@StephiNaners @_SuperData #GiGse14
Revenue
Audience
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Industry Trends
Opportunity@StephiNaners @_SuperData #GiGse14
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Myth #1 The top games are the prettiest
@StephiNaners @_SuperData #GiGse14
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Myth #2 Social casino is all about casino
@StephiNaners @_SuperData #GiGse14
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Myth #3 All social games
are created equal@StephiNaners @_SuperData #GiGse14
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Social Casino Market - 2014E
Worldwide $3B
@StephiNaners @_SuperData #GiGse14
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Social Casino Market - 2014E …and beyond!
@StephiNaners @_SuperData #GiGse14
2014E 2015E 2016E
$4.0$3.6$3.0
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Thank you!
@StephiNaners @_SuperData #GiGse14
Questions?