Leading Western Gamers Community Online Strictly Confidential – Legally Protected and Privileged Information Overview • Founded in January 2007 • 5M Registered users & nearly 5M unique visitors per month • $45 monthly ARPU (North America EU) • User + Youth Market 13-25 Years Olds (70% male) • Team from ElectronicArts, Yahoo, NHN, Red Octane, Webzen & NCSoft • 50 Full time employees • Offices & people located in San Francisco and Seoul • $19M in institutional funding from Syncom Ventures, Doll Capital, Altos Ventures and TENCENT Holdings LTD Strictly Confidential – Legally Protected and Privileged Information 2 Management SUSAN CHOE, Chairman/Founder • 15 Years Experience in leading Internet related M&A and Operations Globally • DLJ, VP Corp Dev - HK, Japan and U.K. • Yahoo Int’l Operations & Corporate Development • GM of Yahoo International Games, lead NHN’s US as C.O.O. OWEN MAHONEY, President and CEO •17 years in internet, software, and games • SVP of Worldwide Corporate and Business Development and at EA; 2000-2009 • Previously, regional GM positions at PointCast (VP International), Radius Inc, Claris Corp, and Fractal Design. NIRANJAN NAGAR, Chief of Game Operations •Over 15 years in internet, software, and games • Ran online for The Sims Label and Pogo at Electronic Arts • Previously built Listen Rhapsody service at RealNetworks Strictly Confidential – Legally Protected and Privileged Information 3 MARKET Strictly Confidential – Legally Protected and Privileged Information 4 Millions of Online Gamers Exceeding Console- WorldWide Source: PricewaterhouseCoopers Entertainment & Media Outlook 2005-2009 Strictly Confidential – Legally Protected and Privileged Information 5 Billions of $ Spent On-line - WorldWide 1 “In the long run its is expected that the number of online gamers could exceed the number of people that currently play traditional video and PC games” Source: DFC Strategy Analysis 2008 Strictly Confidential – Legally Protected and Privileged Information 6 Key Western Market Areas • Geo target high ARPU Markets • North America • US • Canada • UK, France, Germany • Eastern Europe Strictly Confidential – Legally Protected and Privileged Information 7 Why Gamers Play Games In West? WHY DO THEY COME: • 50% come for socializing & casual gaming • 50% come for game play & leveling. MORE SOCIAL: • 50% buy vanity items • 50% buy gaming function upgrades MMOG METRICS: • Average site visit 30- 80-150 minutes • $45 to $100/month ARPPU Strictly Confidential – Legally Protected and Privileged Information 8 Entertainment : Easy Access, Rich Entertainment Games Core Mid-Casual Casual Revenue model Subscriptions or Retail Free2Play virtual goods Advertising & digital items ARPU Per Month High and regular from smaller user base $20 to $70+ Low $1 to $15 Computer Hardware requirements High PC requirements Low PC requirements Low PC requirements + mobile Social Mostly in-game cooperative & competitive Social in and out of game community based Social or solo Life Time Value High $$$ Mid – High $$ - $$$ Low $ Game play skills Core game play Easier to play Easy to play Strictly Confidential – Legally Protected and Privileged Information 9 Comparative ARPU & Age of Users ARPU $45 $30 $20 $10 AGE under 12 years 13–16 years Strictly Confidential – Legally Protected and Privileged Information over 16 years 10 Questions For GameDevelopers & Publishers Strictly Confidential – Legally Protected and Privileged Information 11 10 Things To Remember When Entering Western Games Market Market Fit 1. Western MMOG Market History Is Early a. Effects game content design and marketing 2. Market Fit of Games: Timing and Genre/Style a. Hundreds of MMOGs Launching 3. Market Size For Game: Core or Mass/Casual? Strictly Confidential – Legally Protected and Privileged Information 12 10 Things To Remember When Entering Western Games Market Your Team’s Readiness For International Market 4. Game Content Ready? a. Quality & Quantity 5. Game Development Team’s Experience a. How many game publishers to support? b. How important is Western Market? Strictly Confidential – Legally Protected and Privileged Information 13 10 Things To Remember When Entering Western Games Market Publisher’s Fit With Game & Team 6. Their Gamer Audience Size & Location 7. Publisher’s Experience With MMOGs – poker, console or flash game publishing 8. Western Publishing Team? – Important for understanding gamers 9. Chemistry & Fit Between Publisher & Game Developer 10. Desire & Ability to Make Your Game A Success! Strictly Confidential – Legally Protected and Privileged Information 14
© Copyright 2026 Paperzz