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.

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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

    1. 1. Build Future With DeNA September 16 th , 2011 Tetsuya Mori Managing Director DeNA Asia Pacific Holdings
    2. 2. <ul><li>Many more women in ao dai on motorbike than today </li></ul><ul><li>Cows walking on a highway from Noi Bai airport to Hanoi </li></ul><ul><li>Sun Wah Tower was the most prestigious office building </li></ul><ul><li>Large scale shopping mall just emerging </li></ul><ul><li>Bryan Pelz still working at VinaGame </li></ul><ul><li>Henry Nguyen @IDG still enjoying a single life </li></ul>First Time in Viet Nam, 3 Years Ago I saw Lots of changes since then…..
    3. 3. <ul><li>Substantial headroom for economic growth  </li></ul><ul><li>‘ Tomorrow is better than today’ </li></ul><ul><li>Great Vietnamese food  </li></ul><ul><li>So Vo Women rule </li></ul><ul><li>VN Index around 400-500  </li></ul><ul><li>Great entrepreneur spirit  </li></ul>3 Years Later, Still Don’t Change
    4. 4. Vietnam Hidden Gem <ul><li>The most developed Internet ecosystem in South East Asia </li></ul><ul><li>- The largest Internet company in SEA - VNG </li></ul><ul><li>- The largest E-commerce company in SEA - Vatgia.com </li></ul><ul><li>- Several 1000+ employee companies supporting ecosystem </li></ul><ul><li>One of the best mobile infrastructure in Asia </li></ul><ul><li>- Ubiquitous mobile broadband 3G+Wifi </li></ul><ul><li>Substantially large pool of young and hungry engineers </li></ul><ul><li>Silicon Valley like startup mentality </li></ul><ul><li>Internet savvy consumers </li></ul>DeNA strongly believes the future prospect of Viet Nam We wants to assist Viet Nam gaming ecosystem to grow
    5. 5. DeNA – About us <ul><li>World’s largest mobile game publisher from Japan </li></ul><ul><ul><li>Founded 1999 by female founder Tomoko Namba </li></ul></ul><ul><ul><li>Listed TSE 2005 (stock ticker 2432) </li></ul></ul><ul><ul><li>Known as ‘Mobage’ gaming brand </li></ul></ul><ul><ul><ul><li>Publish in-house developed games and 3 rd party games </li></ul></ul></ul><ul><ul><ul><li>Publish and distribute games through mobile handsets </li></ul></ul></ul><ul><ul><ul><li>Publish primarily inside Japan </li></ul></ul></ul><ul><ul><li>2010 Revenue $1.4B, Ops margin 50% </li></ul></ul><ul><ul><ul><li>Almost all revenue from Japan in the past </li></ul></ul></ul><ul><ul><li>User reach – 30 million or 25% of Japanese population </li></ul></ul><ul><ul><li>20% of Japan’s Internet Traffic </li></ul></ul><ul><ul><li>Market Cap $5.3B </li></ul></ul>
    6. 6. % 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)
    7. 7. 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
    8. 8. 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:
    9. 9. 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
    10. 10. 2 DeNA + ngmoco Global Strategy Smartphones SNS Social games × × (iPhone, Android) <ul><li>By combining SNS and Social games, DeNA aims to position itself as the No. 1 platform in the rapidly growing global Smartphones market </li></ul>
    11. 11. 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
    12. 12. Commitment to South East Asia and Vietnam <ul><li>Opening of DeNA Asia Pacific Holdings </li></ul><ul><li>- Asia HQ in Singapore </li></ul><ul><li>- Support local developers’ migration to mobile social games </li></ul><ul><li>- Drive Mobage game distribution to SEA </li></ul><ul><li>Vietnam </li></ul><ul><li>- We see great potential in game development </li></ul><ul><li>- We wants to contribute local developer community </li></ul><ul><li>- ngCore SDK </li></ul><ul><li>- Knowledge transfer </li></ul><ul><li>- Investment </li></ul><ul><li>- Gateway to global distribution </li></ul><ul><li>- Case in point : Punch Entertainment Vietnam acquisition </li></ul>
    13. 13. 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
    14. 14. <ul><li>Build your future with DeNA </li></ul><ul><li>[email_address] </li></ul>

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