“UberStrike, you feel like you’re playing a console game.” Gareth Davis, Pla/orm Manager, Facebook
UberStrike # 1 browser-‐based FPS game worldwide. • 5M registered players. • 3M emails. #1 FPS on Facebook. • 1M MAU. # 1 FPS on Apple Mac Apps Store. • 1% of all the App Store download worldwide.
Investment Thesis (c. 2012) FPS is Top Grossing Game on ANY pla>orm. AcJvision / Call of Duty = USD 1B sales in 2011. Nexon / Sudden A^ack, Combat Arms, CS online. Tencent / Cross Fire = USD 1B sales in 2011.
Investment Thesis (c. 2012) … not available yet on Web, Social & Mobile.
Investment Thesis (c. 2012) 900 800 700 600 500 400 MAU 300 The Market. 200 100 USD 1B 0 China Facebook
8 Investment Thesis (c. 2012) 7 6 5 4 ARPU 3 The MoneJzaJon. 2 1 0 China West
Investment Thesis (c. 2012) USD 1B FPS -‐ Tencent China FPS -‐ West Facebook
Future of Social & Mobile Gaming ::: Top 5 predicUons
PredicJon #5 Core-‐Games including FPS are going to be among the Top Grossing Games on the Web & Social, as they are on ANY other pla>orms.
PredicJon #4 Immersive console-‐like games are going to rapidly grow on mobile, speciﬁcally tablets, and represent a bigger market than the tradiUonal console-‐games market.
PredicJon #3 Games will be cross-‐pla>orm and allow a conUnuous & complementary experience between pla>orms and devices.
PredicJon #2 New leaders in the gaming industry will emerge from within Asia, parUcularly China, to operate and dominate on a worldwide scale.
PredicJon #1 Games as a service will become the industry standard, delivering happiness in China & the rest of world.
Top 5 PredicJons -‐ Summary #5: Core-‐Gaming will be Top Grossing on Web/Social. #4: Immersive Console-‐like games will have the fastest growth on mobile/tablets. #3: Cross-‐pla>orm and cross-‐devices games will dominate. #2: New leaders from Asia/China will emerge & dominate worldwide. #1: Game as a Service will become the industry standard, delivering happiness in China and all around the world.