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State of the Social Casino
Industry Q3 2015
Elad Kushnir, Vice President of Business Development
Blog: www.eladkushnir.wor...
Playtika is the Social Casino Global Market Leader
2CASUAL CONNECT TEL AVIV, OCTOBER 19-21 2015
$549
Revenues
in 2014
mill...
Market Overview
3
SOCIAL CASINO
CASUAL CONNECT TEL AVIV, OCTOBER 19-21 2015
4
= Social Casino
Free 2 Play
Business Model
CASUAL CONNECT TEL AVIV, OCTOBER 19-21 2015
SOCIAL CASINO IN CONTEXT
5
2012 2013 2014 2015E 2016E 2017E
FB Revenues Mobile Revenues
$4.44 B
$2.8 B
$2.03 B
$1.33 B
$3.46 B
$4 B
SOCIAL CASINO M...
6
$58.6
$32.9
$3.5
$-
$10.0
$20.0
$30.0
$40.0
$50.0
$60.0
$70.0
Billions$USD
Web / PC / Console Mobile Social Casino
GLOBA...
7
MARKET PLAYERS
CASUAL CONNECT TEL AVIV, OCTOBER 19-21 2015
Casino Suppliers
Offline Casino Operators RMG Operators
Socia...
8
+ HUNDREDS MORE
PLAYTIKA ~22%
ZYNGA ~11%
IGT ~9.5%
GSN ~5.9%
CHURCHILL DOWNS ~5.7%
SCIENTIFIC GAMES ~5.4%
TIER 1 ~59.5%
...
9
TRENDS AND REALITIES
CASUAL CONNECT TEL AVIV, OCTOBER 19-21 2015
10
THE PORTFOLIO STRATEGY GOES MAINSTREAM
CASUAL CONNECT TEL AVIV, OCTOBER 19-21 2015
Games
launched
or acquired
in 2015
EXPANDED PRODUCT OFFERINGS
11
CASUAL CONNECT TEL AVIV, OCTOBER 19-21 2015
Classic Slots
LOYALTY PROGRAMS ARE THE STANDARD
12
CASUAL CONNECT TEL AVIV, OCTOBER 19-21 2015
A B2B POSTMORTEM
13
My slide from Casual Connect San Fran 2014
 Quality of content, game
play, support, and overall
exper...
14
MERGERS AND ACQUISITIONS
CASUAL CONNECT TEL AVIV, OCTOBER 19-21 2015
15
SOCIAL CASINO 2015 M&A SUMMARY
CASUAL CONNECT TEL AVIV, OCTOBER 19-21 2015 Source: Playtika Research Dep
Date Target Ac...
QUICK RECAP
• The Social Casino industry is growing steadily and consistently. Worth $3.46B
this year.
• The Social Casino...
THANK YOU!
Elad Kushnir
E: eladk@playtika.com
CASUAL CONNECT TEL AVIV, OCTOBER 19-21 2015
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State of the Social Casino Industry Q3 2015

VISIT WWW.ELADKUSHNIR.WORDPRESS.COM TO SEE AN UP TO DATE VERSION OF THIS LECTURE (Q2/Q3 2016)

Part of my ongoing lecture series on the State of the Social Casino Industry, this presentation is from Casual Connect Tel Aviv (October 19-21 2015). For more on Social Casino visit my blog at www.eladkushnir.wordpress.com

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State of the Social Casino Industry Q3 2015

  1. 1. State of the Social Casino Industry Q3 2015 Elad Kushnir, Vice President of Business Development Blog: www.eladkushnir.wordpress.com Twitter: @eladkushnir CASUAL CONNECT TEL AVIV, OCTOBER 19-21 2015
  2. 2. Playtika is the Social Casino Global Market Leader 2CASUAL CONNECT TEL AVIV, OCTOBER 19-21 2015 $549 Revenues in 2014 million 5.7 DAU million 18.5 MAU million$0.27DARPU 12 Global Offices, Over 1100 Playtikans
  3. 3. Market Overview 3 SOCIAL CASINO CASUAL CONNECT TEL AVIV, OCTOBER 19-21 2015
  4. 4. 4 = Social Casino Free 2 Play Business Model CASUAL CONNECT TEL AVIV, OCTOBER 19-21 2015 SOCIAL CASINO IN CONTEXT
  5. 5. 5 2012 2013 2014 2015E 2016E 2017E FB Revenues Mobile Revenues $4.44 B $2.8 B $2.03 B $1.33 B $3.46 B $4 B SOCIAL CASINO MARKET SIZE CASUAL CONNECT TEL AVIV, OCTOBER 19-21 2015 Source: Eilers Research
  6. 6. 6 $58.6 $32.9 $3.5 $- $10.0 $20.0 $30.0 $40.0 $50.0 $60.0 $70.0 Billions$USD Web / PC / Console Mobile Social Casino GLOBAL GAMES REVENUES Vs. SOCIAL CASINO 2015 B B B ~4% of Global Games Revenues CASUAL CONNECT TEL AVIV, OCTOBER 19-21 2015 Source: Eilers Research, New Zoo
  7. 7. 7 MARKET PLAYERS CASUAL CONNECT TEL AVIV, OCTOBER 19-21 2015 Casino Suppliers Offline Casino Operators RMG Operators Social Games Companies Proven Content Mobile & Social Platform Experience Brand and Cross Promotion Digital Casino Experience
  8. 8. 8 + HUNDREDS MORE PLAYTIKA ~22% ZYNGA ~11% IGT ~9.5% GSN ~5.9% CHURCHILL DOWNS ~5.7% SCIENTIFIC GAMES ~5.4% TIER 1 ~59.5% TIER 2 ~21.3% TIER 3 ~19.2% CASUAL CONNECT TEL AVIV, OCTOBER 19-21 2015 Source: Eilers Research COMPETATIVE LANDSCAPE Q3 2015
  9. 9. 9 TRENDS AND REALITIES CASUAL CONNECT TEL AVIV, OCTOBER 19-21 2015
  10. 10. 10 THE PORTFOLIO STRATEGY GOES MAINSTREAM CASUAL CONNECT TEL AVIV, OCTOBER 19-21 2015 Games launched or acquired in 2015
  11. 11. EXPANDED PRODUCT OFFERINGS 11 CASUAL CONNECT TEL AVIV, OCTOBER 19-21 2015 Classic Slots
  12. 12. LOYALTY PROGRAMS ARE THE STANDARD 12 CASUAL CONNECT TEL AVIV, OCTOBER 19-21 2015
  13. 13. A B2B POSTMORTEM 13 My slide from Casual Connect San Fran 2014  Quality of content, game play, support, and overall experience is hard to achieve in an off the shelf product.  A one size fits all approach doesn’t work in the entertainment industry CASUAL CONNECT TEL AVIV, OCTOBER 19-21 2015
  14. 14. 14 MERGERS AND ACQUISITIONS CASUAL CONNECT TEL AVIV, OCTOBER 19-21 2015
  15. 15. 15 SOCIAL CASINO 2015 M&A SUMMARY CASUAL CONNECT TEL AVIV, OCTOBER 19-21 2015 Source: Playtika Research Dep Date Target Acquirer Price MAR 15 ???? MAR 15 ~$10M JUN 15 $7.5M JUL 15 $18M AUG 15 $39.2M AUG 15 $27.5M SEP 15 $25.6M SEP 15 $60-110M DGN GAMES
  16. 16. QUICK RECAP • The Social Casino industry is growing steadily and consistently. Worth $3.46B this year. • The Social Casino niche generates ~4% of global games revenues • 4 types of companies dominate the social casino landscape • The top tier players continue to strengthen their market share controlling almost 60% of the market. • Trends and Realities • The Portfolio strategy is key to success • Classic slots are a new sub-niche with real potential • Loyalty programs are standard practice • B2B has yet to scale • M&A trend continues albeit at a smaller scale 16
  17. 17. THANK YOU! Elad Kushnir E: eladk@playtika.com CASUAL CONNECT TEL AVIV, OCTOBER 19-21 2015

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