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3. DeNA presentation 2011
 

3. DeNA presentation 2011

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Bài phát biểu của DeNA tại Hội thảo CyberAgent Net-Impact in Ho Chi Minh 2011 ngày 16/9 tại Sheraton Hồ Chí Minh.

Bài phát biểu của DeNA tại Hội thảo CyberAgent Net-Impact in Ho Chi Minh 2011 ngày 16/9 tại Sheraton Hồ Chí Minh.

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  • Zynga’s ARPU should be even lower than the figure in the chart since 72M is only from Farmville

3. DeNA presentation 2011 3. DeNA presentation 2011 Presentation Transcript

  • Build Future With DeNA September 16 th , 2011 Tetsuya Mori Managing Director DeNA Asia Pacific Holdings
    • Many more women in ao dai on motorbike than today
    • Cows walking on a highway from Noi Bai airport to Hanoi
    • Sun Wah Tower was the most prestigious office building
    • Large scale shopping mall just emerging
    • Bryan Pelz still working at VinaGame
    • Henry Nguyen @IDG still enjoying a single life
    First Time in Viet Nam, 3 Years Ago I saw Lots of changes since then…..
    • Substantial headroom for economic growth 
    • ‘ Tomorrow is better than today’
    • Great Vietnamese food 
    • So Vo Women rule
    • VN Index around 400-500 
    • Great entrepreneur spirit 
    3 Years Later, Still Don’t Change
  • Vietnam Hidden Gem
    • The most developed Internet ecosystem in South East Asia
    • - The largest Internet company in SEA - VNG
    • - The largest E-commerce company in SEA - Vatgia.com
    • - Several 1000+ employee companies supporting ecosystem
    • One of the best mobile infrastructure in Asia
    • - Ubiquitous mobile broadband 3G+Wifi
    • Substantially large pool of young and hungry engineers
    • Silicon Valley like startup mentality
    • Internet savvy consumers
    DeNA strongly believes the future prospect of Viet Nam We wants to assist Viet Nam gaming ecosystem to grow
  • DeNA – About us
    • World’s largest mobile game publisher from Japan
      • Founded 1999 by female founder Tomoko Namba
      • Listed TSE 2005 (stock ticker 2432)
      • Known as ‘Mobage’ gaming brand
        • Publish in-house developed games and 3 rd party games
        • Publish and distribute games through mobile handsets
        • Publish primarily inside Japan
      • 2010 Revenue $1.4B, Ops margin 50%
        • Almost all revenue from Japan in the past
      • User reach – 30 million or 25% of Japanese population
      • 20% of Japan’s Internet Traffic
      • Market Cap $5.3B
  • % DeNA – Growing Fast Net Revenues Ordinary Income(Profit before tax) *Blue means actual data, Light blue means estimated data as of the end of July, 2011. Currency converted with the exchange rate 1USD = 80JPY. (Million USD) (Million USD) 80 170 371 470 600 23 57 159 201 269 1409 703 887* (6 months) 406* (6 months)
  • ① Social Game ■ Japanese social gaming market( Forecast) ( 100M ) ※ Source: Seed Planning , Inc. report ■ Estimated Japanese social gaming market (fiscal year)    2009 : 30 billion Yen    2010 : 150 billion Yen   2014 : 251 billion Yen    ② Mobage openplatform - 2009 3Q   Start social gaming business - Jan. 2010 Open platform for 3 rd developers - As of the end of Mar. 2011     Social gaming network : 317 developers      : 869 games - Game-related revenue 1Q of 2011: 24 billion Yen ■ Mobage game-related revenue Mobage started Social Games just 1 ½ years ago! The social gaming market emerged in just two years. 3 rd developers who joined us at an early stage have proven to be todays top earners. The market has recently gotten a lot more competitive because of the entrance of console game giants. In 2010 DeNA had a 60% of the Market Share Social Game Market grew exponentially in the last 2 years
  • 2 ARPU Comparison * Sum of the sales during July 2010 & June 2011 ** Sales figures of facebook are from the web search as of 2010. *** Source : SEC S-1 Filling Zynga’s ARPU is the average during Jan-March 2011. DeNA’s ARPU is as of June 2011. Even higher ARPU recorded by Active User basis DeNA Business domain Social graph Devices Virtual Real — Predomi-nately mobile Predomi-nately PCs SNS games SNS Games No strong virtual communities overseas to serve as game platforms Chaotic competition for smart phones Sales ARPU $1.5 billion $1–2 billion ** $0.6 billion *** x 30 ** x 18 *** $1.4 billion * DeNA has already achieved world top-class status in sales, and ARPU is absolutely No.1 Predomi-nately PCs Of which, SNS/game-related:
  • Smartphone penetration ( o,ooo shipments ) ( Ratio ) ※ Source: MM Research Institute , Ltd. report ■ Estimated Smartphone shipments in Japan   2011: 21.85 M ( Penetration rate: 19.9% )   2015: 60.35 M ( Penetration rate: 51.0% ) ■ Android Sold by 3 big carriers. Getting popular by supporting traditional feature phone features such as mobile wallet (NFC), infrared, One Seg. *Example image is ” GALAXY S Ⅱ” ■ iPhone Sold by SoftBank only. Smash hit due to excellent UI and ample content-rich applications. *Example image is ” iPhone White ”. In April 2011, Smartphone shipments already reached 46.2% of all mobile shipments (Source: BCN ranking) Smarthphone penerates Japan much faster than any prediction
  • 2 DeNA + ngmoco Global Strategy Smartphones SNS Social games × × (iPhone, Android)
    • By combining SNS and Social games, DeNA aims to position itself as the No. 1 platform in the rapidly growing global Smartphones market
  • X-device & X-border game development through ngCore Mobage Japan Mobage Global Mobage China ngCore Game Game development engine Game developers SNS ngCore X-border release X-device release iOS Applications Android Applications Other OS html5 ・・・ Other engines DeNA
  • Commitment to South East Asia and Vietnam
    • Opening of DeNA Asia Pacific Holdings
    • - Asia HQ in Singapore
    • - Support local developers’ migration to mobile social games
    • - Drive Mobage game distribution to SEA
    • Vietnam
    • - We see great potential in game development
    • - We wants to contribute local developer community
    • - ngCore SDK
    • - Knowledge transfer
    • - Investment
    • - Gateway to global distribution
    • - Case in point : Punch Entertainment Vietnam acquisition
  • DeNA Support to Selected Developing Partners Planning α version β version Final version Promotion Pre-release Post-release Game design Game cycle UI UI UI We can push users to your game using Mobage promotions Social features Game quality Fine tuning QA check Social features In-app purchase All Partners are presented with support and know-how at each of the following steps Social features In-app purchase
    • Build your future with DeNA
    • [email_address]