$1100 million revenue $517 million profit in 2007 alone WOW epic loot
PC single player PC MMO PS3 / X360 Cures: Digital distribution Online ” light MMO” Free to play Questionmarks: Free to play? WOW >> rest forever? HUGE financial risks - new games >50M$ Trends: Reaching mainstream No clear winner More casual focus New games expensive - must sell >1M units Dying fast Good growth OK growth
PC casual games Casual MMO Wii, console casual games Trends: Flash games Online New monetization Challenges: PC downloadable - over competive - low conversion % Trends: Mostly teens & tweens Free to play Web integration Challenges: Other age groups? Market glut? Getting expensive Trends: Expands market New genres - music games Games for everyone High growth Mi xed Big success
>200M SocNet users ~700k daily users selling friends but where’s the money?
Funware SocNet games New territory: Games-like interaction Ebay, Flickr, Wikipedia FreeRice, Food Force Games are the ultimate happiness engine. Trends: FAST viral growth Fads Improving quality More competition Virtual goods Merging with casual? Lots of VC investments High growth Monetization starting Huge potential Early days ?