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Zeptolab - NOAH13 London
 

Zeptolab - NOAH13 London

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How Big Can It Get? - Presentation by Misha Lyalin, Chairman & CEO of Zeptolab at the NOAH 2013 Conference in London, Old Billingsgate on the 14th of November 2013.

How Big Can It Get? - Presentation by Misha Lyalin, Chairman & CEO of Zeptolab at the NOAH 2013 Conference in London, Old Billingsgate on the 14th of November 2013.

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    Zeptolab - NOAH13 London Zeptolab - NOAH13 London Presentation Transcript

    • HOW BIG CAN IT GET? MISHA LYALIN, CEO November, 2013
    • ZEPTOLAB 2010 Om Nom is born! Cut The Rope 2011 Holiday Gift Cut The Rope: Experiments 2012 Cut The Rope Comics Candy Flick 2013 Pudding Monsters Cut The Rope: Cut The Rope 2 Time Travel
    • DOWNLOADS, MLN 500   400   300   200   100   0   2010                                                              2011                                                    2012                                                      2013(H1)  
    • MAU, AS % OF SMARTPHONE SUBSCRIBERS 4.5%   3.9%   4.0%   3.5%   2.9%   3.0%   2.4%   2.5%   2.1%   1.9%   2.0%   1.5%   1.4%   1.0%   0.5%   0.0%   2010                        2011                          2012                        2013(Е)                    2014(Е)                2015(Е)  
    • PENETRATION AS % OF SMARTPHONE SUBSCRIBERS 40%   35%   35%   30%   25%   25%   20%   20%   16%   15%   12%   10%   7%   5%   0%   2010                        2011                        2012                    2013(Е)                2014(Е)            2015(Е)  
    • MOBILE USERS REACH TO PHONE ~150x A DAY Could Be Hands-Free With Wearables
    • SMARTPHONE SUBSCRIBER GROWTH = REMAINS RAPID 1.5B Subscribers, 31% Growth, 21% Penetration in 2013E
    • MATERIAL UPSIDE FOR MOBILE Ad SPEND vs. MOBILE USAGE
    • SMARTPHONE USAGE = Still Early Stage With Tremendous (3-4x) Upside
    • REVENUE STRUCTURE 2015  (E)   2013  (E)   2010   Paid   100%   Paid   Brand   Exten/on   Adver/sing     Brand  Exten/on   Paid   Adver/sing     IAP   IAP  
    • ADVERTISING (US Market) $   direct   +300%     inderect     GROWTH                    50%                        75%                              100%                  50%                    25%   Q2  2013   Q3  2013   Q1  2014  
    • ADVERTISING Evolution INDIRECT   DIRECT       COBRAND    
    • PAID vs FREMIUM? BRANDIUM
    • THANK YOU!