Playside Studios Ltd · ASX:PLY
Playside Studios — Shaw and Partners Technology Conference 2024
9 slides from Playside Studios's conference presentation, Apr 29, 2024
Slide 1: Shaw and Partners Technology Conference
For personal use only SHAW AND PARTNERS TECHNOLOGY CONFERENCE 29 APRIL 2024
Slide 2: Overview
Overview • We are the largest games development studio in Australia • 330 staff • ~260 staff working from three of ces (two in Melbourne, one on the Gold Coast) For personal use only • Remaining staff working remotely across Australia, NZ and the UK • 240+ artists, engineers and designers • Single-d
Slide 3: What PlaySide Does
What PlaySide Does REVENUE (A$M) • We make video games and help other FY24 GUIDE 60-65 studios get their video games to market • We’ve made mobile games for 13 years For personal use only FY23 38 • We’ve made VR and AR games for 9 years FY22 21 • We’ve made PC/Console games for 4 years • Our focus i
Slide 4: What PlaySide Does
What PlaySide Does We make games that we own TYPICAL REVENUE MODEL • Using IP we’ve internally created 100% sales revenue to PLY • Using IP we’ve wholly acquired • Using IP we’ve acquired under license For personal use only 100% sales revenue to PLY, royalty paid to IP owner We make games that other
Slide 5: Opportunity PlaySide is addressing
Opportunity PlaySide is addressing For personal use only • The overall demand for gaming content • Global industry approaching US$200bn • 65% of Americans play video games for 1hr+/week • 76% of US parents play video games with their children • 45% of gamers are female • The demand to monetise enter
Slide 6: Business maturity/growth profile
BUSINESS MATURITY/GROWTH PROFILE • We are in the ‘middle tier’ of gaming companies • Often referred to as AA or Triple-I in the industry • There are few mid-size businesses that make games as well as do outsourced end-to-end development For personal use only CLOSEST GLOBAL PEERS BY MARKET CAP A$500m
Slide 7: What makes PlaySide special
What makes PlaySide special For personal use only • Scale and experience in areas that are in demand • Tenure of senior employees • Size of our business relative to others in the Australian market • Split between outsourced/Original IP revenues • Provides greater stability than a purely ‘hit- driven
Slide 8: Medium-term value drivers
MEDIUM-TERM VALUE DRIVERS For personal use only WARNER BROS. LICENSE MOUSE PUBLISHING DUMB WAYS TO DIE STRONG WORK FOR HIRE DEAL DEAL CONSOLE TITLE IN DEV PIPELINE TWO GAME DEAL THAT WILL SEE 500M+ MOBILE DOWNLOADS THIS UNDERPINS OUR ABILITY STRONG RESPONSE TO INITIAL US WORKING ALONGSIDE WB TO EXEC
Slide 9: Thank you
For personal use only THANK YOU SHAW AND PARTNERS TECHNOLOGY CONFERENCE 29 APRIL 2024
PlaySide Studios — Shaw and Partners Technology Conference 2024 on 6ix