Download presentation
Presentation is loading. Please wait.
Published byErika Boone Modified over 8 years ago
1
State of the Social Casino Industry Q3 2015 Elad Kushnir, Vice President of Business Development Blog: www.eladkushnir.wordpress.com Twitter: @eladkushnir CASUAL CONNECT TEL AVIV, OCTOBER 19-21 2015
2
Playtika is the Social Casino Global Market Leader 2 CASUAL CONNECT TEL AVIV, OCTOBER 19-21 2015 $549 Revenues in 2014 million 5.7 DAU million 18.5 MAU million $0.27 DARPU 12 Global Offices, Over 1100 Playtikans
3
Market Overview 3 SOCIAL CASINO CASUAL CONNECT TEL AVIV, OCTOBER 19-21 2015
4
4 = Social Casino Free 2 Play Business Model CASUAL CONNECT TEL AVIV, OCTOBER 19-21 2015 SOCIAL CASINO IN CONTEXT
5
5 SOCIAL CASINO MARKET SIZE CASUAL CONNECT TEL AVIV, OCTOBER 19-21 2015 Source: Eilers Research
6
6 GLOBAL GAMES REVENUES Vs. SOCIAL CASINO 2015 B B B ~4% of Global Games Revenues CASUAL CONNECT TEL AVIV, OCTOBER 19-21 2015 Source: Eilers Research, New Zoo
7
7 MARKET PLAYERS CASUAL CONNECT TEL AVIV, OCTOBER 19-21 2015 Casino Suppliers Offline Casino Operators RMG Operators Social Games Companies Proven Content Mobile & Social Platform Experience Brand and Cross Promotion Digital Casino Experience
8
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 19-21 2015 Source: Eilers Research COMPETATIVE LANDSCAPE Q3 2015
9
9 TRENDS AND REALITIES CASUAL CONNECT TEL AVIV, OCTOBER 19-21 2015
10
10 THE PORTFOLIO STRATEGY GOES MAINSTREAM CASUAL CONNECT TEL AVIV, OCTOBER 19-21 2015
11
EXPANDED PRODUCT OFFERINGS 11 CASUAL CONNECT TEL AVIV, OCTOBER 19-21 2015 Classic Slots
12
LOYALTY PROGRAMS ARE THE STANDARD 12 CASUAL CONNECT TEL AVIV, OCTOBER 19-21 2015
13
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 19-21 2015
14
14 MERGERS AND ACQUISITIONS CASUAL CONNECT TEL AVIV, OCTOBER 19-21 2015
15
15 SOCIAL CASINO 2015 M&A SUMMARY CASUAL CONNECT TEL AVIV, OCTOBER 19-21 2015 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
16
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
17
THANK YOU! Elad Kushnir E: eladk@playtika.com CASUAL CONNECT TEL AVIV, OCTOBER 19-21 2015
Similar presentations
© 2025 SlidePlayer.com. Inc.
All rights reserved.