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.

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Zeptolab - NOAH13 London

  1. 1. HOW BIG CAN IT GET? MISHA LYALIN, CEO November, 2013
  2. 2. 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
  3. 3. DOWNLOADS, MLN 500   400   300   200   100   0   2010                                                              2011                                                    2012                                                      2013(H1)  
  4. 4. 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)  
  5. 5. 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)  
  6. 6. MOBILE USERS REACH TO PHONE ~150x A DAY Could Be Hands-Free With Wearables
  7. 7. SMARTPHONE SUBSCRIBER GROWTH = REMAINS RAPID 1.5B Subscribers, 31% Growth, 21% Penetration in 2013E
  8. 8. MATERIAL UPSIDE FOR MOBILE Ad SPEND vs. MOBILE USAGE
  9. 9. SMARTPHONE USAGE = Still Early Stage With Tremendous (3-4x) Upside
  10. 10. REVENUE STRUCTURE 2015  (E)   2013  (E)   2010   Paid   100%   Paid   Brand   Exten/on   Adver/sing     Brand  Exten/on   Paid   Adver/sing     IAP   IAP  
  11. 11. ADVERTISING (US Market) $   direct   +300%     inderect     GROWTH                    50%                        75%                              100%                  50%                    25%   Q2  2013   Q3  2013   Q1  2014  
  12. 12. ADVERTISING Evolution INDIRECT   DIRECT       COBRAND    
  13. 13. PAID vs FREMIUM? BRANDIUM
  14. 14. THANK YOU!

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