G5 Entertainment Ab · OMXSTO:G5EN
G5 Entertainment Ab — Investor Presentation (October 2023)
16 slides from G5 Entertainment Ab's investor presentation, October 2023
Slide 1: G5 Entertainment Investor Presentation October 2023
G5 Entertainment Investor Presentation October 2023 NASDAQ OMX: G5EN.ST OTCQX: GENTF
Slide 2: Contents
Contents G5 Entertainment in brief........................................... 3 Mobile Gaming Industry……………………………………….. 5 G5’s Portfolio & Lifecycle……………………………………….. 9 Financials……………………………………………………………….............. 14 Outlook 2023……………………………………………………………......... 16
Slide 3: G5 Entertainment in brief
G5 Entertainment in brief Revenue (MSEK) • Developer and publisher of casual free-to-play (F2P) 450 games for tablets, smartphones and PCs 400 Q1 350 • Serving the $90+ billion global market for mobile games 300 • 11 offices worldwide each serving a strategic purpose and 250 providing a competitive
Slide 4: Operating Locations
Operating Locations Employees 900+ 11 Countries 4
Slide 5: Mobile Gaming Industry
Mobile Gaming Industry 5
Slide 6: Global Mobile Gaming: A Growth Market
Global Mobile Gaming: A Growth Market 2016 – 2025 Global Mobile Games Market Revenues Bn USD • The market is currently experiencing a post-pandemic recoil, but is expected to recover to 2021 levels already in 2024 120 100 • Mobile gaming is the best-performing segment of the overall gaming market, w
Slide 7: G5 Development: 2014-2022
G5 Development: 2014-2022 2 NEW games released 5 NEW games 2022 released • Six new offices established 8 NEW games 2021 • G5 Launcher released Own games 71% of revenue released • 5 NEW games • New Generation Games 67% of Revenue released • Sherlock: 13% of revenue in Q4 2020 Two hidden object 2019 g
Slide 8: G5's Portfolio & Lifecycle
’ \ 68's Portfolio & Lifecycle
Slide 9: Target Audience and Game Genre
Target Audience and Game Genre Hidden Object Match-3 A Unique Market: Women Age 35+ Growing demographic Underserved market Very loyal audience Strong paying audience $ Mahjong / Solitaire New Genres G5 Friends Network 9
Slide 10: New Games Development Funnel
New Games Development Funnel Early Harvest Mode Game Idea development / Scaling Peak revenue Maturing Long-tail revenue Soft Launch _ revenue Very limited revenue from soft launch in _ user acquisition select markets In this stage the Game is released in After global release, UA and Growth: As reven
Slide 11: Our Portfolio Approach
Our Portfolio Approach Own/licensed revenue (MSEK) | Own games share (%) • Strengthened the development teams giving the company full control over game development and quality combined 400 80% with tougher approach to underperforming games 72,8% 350 70% 70% 71% 71% 71% 70% • Own games have consisten
Slide 12: G5 Store
G5 Store G5 Store - % of G5’s Net Revenue (USD) 12% 106% Y/Y 10% 8% 6% Continues to gain momentum 4% • G5 Store accounts for 9.8% of total net revenue up from 4.3% last 2% year, +106% Y/Y and +17% Q/Q in USD Another all-time high in monthly revenue in Q2 0% • Room to grow Some peers report 25% of re
Slide 13: Financials
Financials 13
Slide 14: Financial Summary: Q2 2023
Financial Summary: Q2 2023 400 Own/Licensed revenue (MSEK) | Own games share (%) 80% Revenue SEK 331 M (344), -4% Y/Y 300 60% • Own games >71% of net revenue (69) 200 40% • New Generation games: 60% of net revenue, the biggest segment of the portfolio up from 57% in Q2 last year 100 20% • Sherlock +
Slide 15: Outlook for 2023
Outlook for 2023 • Expect continued stability in the second half of 2023 • We aim to release 1-2 new games globally in the second half of the year. The potential impact will be not be seen before 2024 • We are working on 7 games in soft launch development and iterations and 36 new game ideas • G5 St
Slide 16: Contact
Contact Stockholm Headquarters G5 Entertainment AB Nybrogatan 6, 5th floor 114 34 Stockholm Sweden Email: investor@g5e.com www.corporate.g5e.com
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