State of the Social Casino Industry Q Elad Kushnir, Vice President of Business Development Blog: CASUAL CONNECT TEL AVIV, OCTOBER

Playtika is the Social Casino Global Market Leader 2 CASUAL CONNECT TEL AVIV, OCTOBER $549 Revenues in 2014 million 5.7 DAU million 18.5 MAU million $0.27 DARPU 12 Global Offices, Over 1100 Playtikans

Market Overview 3 SOCIAL CASINO CASUAL CONNECT TEL AVIV, OCTOBER

4 = Social Casino Free 2 Play Business Model CASUAL CONNECT TEL AVIV, OCTOBER SOCIAL CASINO IN CONTEXT

5 SOCIAL CASINO MARKET SIZE CASUAL CONNECT TEL AVIV, OCTOBER Source: Eilers Research

6 GLOBAL GAMES REVENUES Vs. SOCIAL CASINO 2015 B B B ~4% of Global Games Revenues CASUAL CONNECT TEL AVIV, OCTOBER Source: Eilers Research, New Zoo

7 MARKET PLAYERS CASUAL CONNECT TEL AVIV, OCTOBER Casino Suppliers Offline Casino Operators RMG Operators Social Games Companies Proven Content Mobile & Social Platform Experience Brand and Cross Promotion Digital Casino Experience

8 + HUNDREDS MORE PLAYTIKA ~22% ZYNGA ~11% IGT ~9.5% GSN ~5.9% CHURCHILL DOWNS ~5.7% SCIENTIFIC GAMES ~5.4% TIER 1 ~59.5% TIER 2 ~21.3% TIER 3 ~19.2% CASUAL CONNECT TEL AVIV, OCTOBER Source: Eilers Research COMPETATIVE LANDSCAPE Q3 2015

9 TRENDS AND REALITIES CASUAL CONNECT TEL AVIV, OCTOBER

10 THE PORTFOLIO STRATEGY GOES MAINSTREAM CASUAL CONNECT TEL AVIV, OCTOBER

EXPANDED PRODUCT OFFERINGS 11 CASUAL CONNECT TEL AVIV, OCTOBER Classic Slots

LOYALTY PROGRAMS ARE THE STANDARD 12 CASUAL CONNECT TEL AVIV, OCTOBER

A B2B POSTMORTEM 13 My slide from Casual Connect San Fran 2014  Quality of content, game play, support, and overall experience is hard to achieve in an off the shelf product.  A one size fits all approach doesn’t work in the entertainment industry CASUAL CONNECT TEL AVIV, OCTOBER

14 MERGERS AND ACQUISITIONS CASUAL CONNECT TEL AVIV, OCTOBER

15 SOCIAL CASINO 2015 M&A SUMMARY CASUAL CONNECT TEL AVIV, OCTOBER Source: Playtika Research Dep DateTargetAcquirerPrice MAR 15 ???? MAR 15 ~$10M JUN 15 $7.5M JUL 15 $18M AUG 15 $39.2M AUG 15 $27.5M SEP 15 $25.6M SEP 15 $60-110M DGN GAMES

QUICK RECAP The Social Casino industry is growing steadily and consistently. Worth $3.46B this year. The Social Casino niche generates ~4% of global games revenues 4 types of companies dominate the social casino landscape The top tier players continue to strengthen their market share controlling almost 60% of the market. Trends and Realities The Portfolio strategy is key to success Classic slots are a new sub-niche with real potential Loyalty programs are standard practice B2B has yet to scale M&A trend continues albeit at a smaller scale 16

THANK YOU! Elad Kushnir E: CASUAL CONNECT TEL AVIV, OCTOBER