37 bigpoint noah sf 2012
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Presentation given at NOAH Conference San Francisco on June 26 2012 www.noah-conference.comTRANSCRIPT
Online gaming surges ahead
Heiko Hubertz CEO & Founder of Bigpoint June 2012 NOAH Conference San Francisco
2
First
in building realtime MMO
First
to have TV Partnerships
First
with Performance Marketing
Largest Browsergames Portfolio
Largest F2P Company in Europe
Largest Active Userbase in Europe
Online Gaming: Surges Ahead
3
Market opportunity & competition
4
GERMANY • … strategy games (online) • … micro transaction market trend • … “independent” gameplay • … understanding for localization
USA • … action-oriented genres • …subscriptions and retail • … leads in social networking • … one language
Market opportunity & competition
5
Be local! 1
2 Think of your audience!
3 Don’t forget Facebook!
4 Make your game famous!*
6
Business Modell
7
Quantity
Sub
scri
pti
on
Pri
ce
Caps total revenue by a) excluding those unwilling
to commit to recurring revenue b) Limiting those willing to pay more.
Quantity
Mo
ney
sp
ent
in F
2P
Gam
es
Maximize revenue by perfectly aligning demand with consumers marginal willingness to pay
Customer Life Cycle
8
before 2011 January 2011 February 2011
March 2011 Arpil 2011 May 2011
June 2011 July 2011 August 2011
September 2011 October 2011 November 2011
December 2011
Example Farmerama
>40% play for 12 months and longer
2004 2005 2006 2007 2008 2009 2010 2011 2012 2013 2014
Financials
9
Bigpoint growth in percent (Dev. previous year)
49%
103%
99%
181%
213%
RAPID GROWTH • Average rate of 8% for the gaming
industry in total • The games industry is the fastest
growing sector of the entertainment industry
• Online gaming grows faster than the total gaming market
• Bigpoint grows faster than the overall market
Outlook
10
Worldwide distribution through local representatives
Hamburg & Berlin
Germany, Europe
Paris
France, Europe
London
UK, Europe
São Paulo
Brazil, South America
San Francisco
Silicon Valley, USA
Rome
Italy, Europe
Madrid
Spain, Europe
Malta
Europe
TV Traffic converts with high ARPPUs • Sustainable revenue stream • Builds loyal online user base and community with high return frequency from TV
viewers – opportunity to cross-sell
1000
media partners
30.000
affiliate partners
800.000.000 monthly eyeballs
Find us on
Bigpoint GmbH Heiko Hubertz CEO & Founder
Drehbahn 47-48 20354 Hamburg
Germany
Tel +49 40.88 14 13 - 0 Fax +49 40.88 14 13 - 11
[email protected] www.bigpoint.net
11
Unique Industry Know-How Core Investment Banking Competence
Unmatched Network and Relationships Full Commitment - We Are Entrepreneurs!
100% focused on Internet companies, covering over 25 sub-verticals in this highly complex industry - 15+ years active coverage of leading European
Internet companies and investors Deep understanding of industry dynamics and
thinking of industry leaders Ability to add value beyond banking advice
- Facilitates overall process and minimizes management distraction
The NOAH team has 25+ years of media investment banking experience - Routine execution of M&A and financing
transactions with sizes of several billion euros The team has been working together closely for 7
years (including 6 years at Lehman Brothers) 8 successfully completed NOAH Advisors
transactions underline successful transfer of competencies to the Internet sector
NOAH Advisors is globally very well connected and has direct access to virtually all key players in the industry - Knowledge of and strong relationships with
potential buyers’ key decision makers - Coverage of over 500 companies and 4,000
individuals - Proactively finds and unlocks attractive
investment opportunities for leading investors (e.g. Bigpoint)
Annual NOAH Conference
The NOAH team are entrepreneurs and focused on growing the business and establishing a reputation for excellence
Full commitment to deliver top quality results in short time frames
Highly success-based compensation structures align interests of clients and NOAH Advisors, and demonstrate conviction to deliver top results
NOAH Advisors - Europe’s Leading Internet Corporate Finance Boutique
Marco Rodzynek
Managing Director and Founder
Yoram Wijngaarde
Director
Jan Brandes
Director
Contact Details [email protected] UK Mobile: +44 77 85 330 330 Swiss Mobile: + 41 79958 1512
Contact Details [email protected] UK Mobile: +44 79 17 084 784
Contact Details [email protected] German Mobile: +49 174 2010 984
The NOAH Advisors Core Team
Selected Completed NOAH Transactions
July 2011
April 2011 April 2011
December 2009 April 2009
Advisor to EnGrande
Sale of a majority stake in
to
have acquired a majority stake in
for $350m from
Exclusive Advisor to Summit Partners and TA Associates
Advisor to Yatego
Sale of a majority stake in
to
Advisor to Softonic
Partial sale of
to
Valuing Softonic at €175m
Advisor to Fotolia
$80m partial sale of
to
May 2012
150 million growth equity investment from
for a 50% stake alongside Fotolia’s Founders and
Additional $150 million senior debt financing Total $300 million investment
Financial Advisor to Fotolia and its Shareholders
November 2011
Sale of a majority stake in
to Quants Financial Services AG
Exclusive Financial Advisor to grupfoni and its Shareholders
April 2012
Sale of a 100%-stake in
to
Financial Advisor to Toprural and its Shareholders
The conference will again take place at Old Billingsgate in London Registration will open in early 2012 For updates, please check: www.noah-conference.com
Introduction to the NOAH Conference Overview of the NOAH Conference 2011
NOAH ‘12 on 6-7 November – Save the Date
The NOAH Conference is an annual Internet event taking place once a year in London, focused on top management from Internet start-ups to global media companies as well as senior investment professionals
NOAH’s goal is to create a marketplace for the European Internet eco-system to discuss key trends, generate business and facilitate investment transactions
Over the past 3 years numerous high-profile speakers presented at NOAH, including over 100 CEOs
The NOAH Conference was founded in 2009 by Marco Rodzynek and is organised by the NOAH Advisors team with sponsorship from some of the world’s leading financial investors
NOAH ‘11 took place on 9-10 November 2011 at Old Billingsgate in London
Fantastic line-up of 90 speakers from 20 countries in keynotes, presentations and panels over 2 full days
1,150 attendees from 35 countries – 57% from Internet companies, 26% from investors, 15% from corporates (media companies, advisors, PR and recruiting) and 2% press representatives from leading on- and offline publications
NOAH party with additional guests from London and a great live band on the evening of the first day
Extremely positive feedback from numerous attendees, on twitter and in the press
Event Sponsors
Conference Program
Selected Conference Impressions
Summary Overview
Strategic Sponsors