Mobile Gaming Jen Wu, Senior Analyst NY Games Conference September 2008

© 2008 M:METRICS, INC. How many mobile gamers are there? 3-month average ended July-08  21.4% of the US mobile population, or 48.4 million, play games on their phone each month.  Of these, about half play games only occasionally, and the other half do so more than once a week.

© COMSCORE M:METRICS 2008 What’s growth like?By type of game… % Growth, July-07 to July-08 3-month average ended July-08 % Growth, July-07 to July-08 Driven by iPhone.

© COMSCORE M:METRICS 2008 Advanced browsers show accelerating growth 3-month average ended May-08

© COMSCORE M:METRICS 2008 Still, browser gamers are low in number 3-month moving averages

© COMSCORE M:METRICS 2008 Major operator decks: seeing some shifts Number of game titles (browser or downloadable application) by genre Months of July-07 and July-08

© COMSCORE M:METRICS 2008 … But still doesn’t line up well with demand Months of July-07 and July-08 % of game downloaders who purchased genre # of genre game titles offered on major carrier decks

© COMSCORE M:METRICS 2008 Though relatively flat, downloading games has grown Up 14% YOY.

© COMSCORE M:METRICS 2008 Recent growth from free games -3%

© COMSCORE M:METRICS 2008 Mobile social networkers love games

© COMSCORE M:METRICS 2008 Technology drivers

© COMSCORE M:METRICS 2008 Browser game reach, by OEM % of OEM’s users that play mobile browser games 3-month average ended Apr-08 Smartphones

© COMSCORE M:METRICS 2008 Smartphone users are browsing and gaming

© COMSCORE M:METRICS 2008 Smartphones Continue to Proliferate Smartphone = Palm, Windows, Symbian, RIM, Linux, Apple O/Ses 7%

© COMSCORE M:METRICS 2008 And Moving from Geek to Chic January 2005, US 45 models June 2008, US 154 models

© COMSCORE M:METRICS G impacts gaming more subtly than other areas

© 2008 M:METRICS, INC. Notes Notes:  Data reflects individual mobile users age 13+, as opposed to subscription lines or accounts.  Survey respondents who use more than one mobile handset are asked to identify and base their responses upon their activity on the primary handset.  Time periods are as indicated on each page. Three-month averages reflect monthly activity or ownership metrics on a three-month moving average. Sample size, 3 months ending July-08, United States: 30,594

© COMSCORE M:METRICS 2008 Appendix: Trends in mobile gaming % Growth, July-07 to July-08

© COMSCORE M:METRICS 2008 Appendix: Flash Supported by a Growing Number of Handsets US, 3-month averages.

© COMSCORE M:METRICS 2008 Appendix: US market growth YOY by age

© COMSCORE M:METRICS 2008 Appendix: Game genre examples Casino, such as Blackjack or Texas Hold’em Poker Card, such as Solitaire or Uno Board, such as Monopoly or Chess Retro, arcade such as Pac Man, Frogger or Pinball Sports, such as Midnight Pool or Madden ‘06 Racing, such as 2Fast2Furious or MotoGP Word or Number Puzzles, such as TextTwist, WordJong, or Sodoku Quiz, such as Trivia Pursuit or Who Wants to Be a Millionaire Arcade puzzle, such as Tetris or Bejewelled Action, such as Splinter Cell Chaos Theory or Tomb Raider First person shooter, such as Call of Duty or Duke Nukem Strategy or Role Playing Games, such as Sims or Ancient Empire II