Modern Times Group Mtg Ab Class A · OMXSTO:MTG_A
Modern Times Group Mtg Ab Class A — Investor Day (March 2019)
36 slides from Modern Times Group Mtg Ab Class A's investor day presentation, Mar 12, 2019
Slide 1: Capital Market Day
CAPITAL MARKET DAY Stockholm, March 12 2019
Slide 2: Esports history – ESL from vision to a global market
INTRODUCTION ESPORTS HISTORY – ESL FROM VISION TO A GLOBAL MARKET 2000-2010 • 2000-2010 2011-2015 2016-2019+ IEM Global Challenge Los Angeles 2007 ESL One Cologne 2014 IEM Katowice 2019 Build Grow Scale & Monetize FANS Tens of thousands Hundreds of thousands Tens of millions REGIONS EU EU, NA, LATAM
Slide 3: ESL strategic framework
INTRODUCTION ESL strategic framework WHY (PURPOSE) TO CREATE A WORLD WHERE EVERYBODY CAN BE SOMEBODY VISION TO MAKE ESPORTS THE LARGEST & MOST ATTRACTIVE SPORT IN THE WORLD BUILD THE MOST AMAZING STAGES WHERE THE PLAYERS ARE CELEBRATED AS STARS OF THEIR GENERATION, MISSION CREATE LEGENDARY ESPORTS M
Slide 4: ESL team operates around the globe – Studios and offices
INTRODUCTION ESL TEAM OPERATES AROUND THE GLOBE – Studios and offices ESL OFFICE AND STUDIO HQ GERMANY ESL OFFICE AND STUDIO UK ESL OFFICE RUSSIA ESL STUDIO BENELUX ESL OFFICE AND STUDIO POLAND ESL OFFICE FRANCE ESL OFFICE ESL OFFICE ITALY ESL OFFICE NY, USA ESL OFFICE AND STUDIO SPAIN AND STUDIO LA
Slide 5: ESL growth focused on owned and operated properties
INTRODUCTION ESL GROWTH FOCUSED ON OWNED AND OPERATED PROPERTIES INCREASE BRAND PARTNERS ADD MEDIA PARTNERS Revenue Growth Grow premium content Grow long-term value with existing partners BRAND MEDIA Expand distribution channels and PARTNERS PARTNERS platforms Add non-endemic partners Increase audie
Slide 6: We build esports ecosystems
We build esports ecosystems 7
Slide 7: ESL enables growth in new games verticals – the Game Pyramid
WE BUILD ESPORTS ECOSYSTEMS ESL ENABLES growth IN new games verticals – the Game “Pyramid” Initial ESpORTS ECOSYSTEMS STRUCTURE GAME PYRAMIDS 360° ESPORTS Properties (O&O) DEFINE GAME ESPORTS STRATEGY CUSTOMIZE COMPETITION FORMAT OPERATE PRODUCTION MANAGE CONTENT Scale: Add more games Full product d
Slide 8: ESL properties cover the full scope of esports
WE BUILD ESPORTS ECOSYSTEMS ESL PROPERTIES cover the full scope of esports FROM ZERO TO HERO 1 MASTERS MEGA prizes Mass-Market LARGE PROPERTIES & STAGEs + online ESL BRANDED OR WHITELABEL Watch & Play All platforms 2 CHALLENGER LARGE PRIZES ENTHUSIAsts & STAGEs All games + online Watch & Play All le
Slide 9: Each game pyramid fueled with 20 years of experience
WE BUILD ESPORTS ECOSYSTEMS EACH GAME PYRAMID FUELED WITH 20 YEARS OF EXPERIENCE WE BUILD ESPORTS ECOSYSTEMS TOURNAMENT STYLE LOCATION SIZE ACCESS AGNOSTIC TO PUBLISHERS REGIONAL SCOPE PRIZES … SCALE : # of Games & Pyramid Scope ESL BRANDED – O&O WHITELABEL – ESS Masters CHALLENGER OPEN Existing Ful
Slide 10: ESL continues investing in owned and operated properties
WE BUILD ESPORTS ECOSYSTEMS ESL CONTINUES INVESTING IN OWNED AND OPERATED PROPERTIES Relative revenue breakdown 38% 70% Growing O&O properties to push brand, expand existing core products, create new pyramids and scale 62% 30% ESS 2015’ACT 2018’ACT O&O 13.03.2019 11
Slide 11: O&O showcase – IEM Katowice CS:GO 2019
WE BUILD ESPORTS ECOSYSTEMS O&O SHOWCASE – IEM KATOWICE CS:GO 2019 52M 1M 375K 20 12 34% Video sessions Peak during the Gained followers Broadcasted Linear TV takers during Champions Champions Stage ESL CSGO Twitch languages Market share Stage among 21-30 age group +80% +20% 2.9M Largest live vs. 20
Slide 12: Fans, players and teams
FANS, PLAYERS AND TEAMS 13
Slide 13: ESL creates platforms for players and fans
FANS, PLAYERS AND TEAMS ESL CREATES PLATFORMS FOR PLAYERS AND FANS Watch ▪ Community-based approach: Play – Watch – Learn – Engage Play Watch ▪ Game hubs: tailor-made for community for selected core ESL games ESL B2C GUIDING Game Platform Approach PILLARS Hubs Hubs ▪ Deep-game related features: anti
Slide 14: ESL attracts the world's top teams
FANS, PLAYERS AND TEAMS ESL ATTRACTS THE WORLD’S TOP TEAMs Astralis #1 Virtus Pro ** #1 G2 Esports ** * 100% Natus Vincere ** #2 Team Liquid #2 PENTA * of world‘s top teams participate at events run by Faze Clan ** #3 PSG.LGD #3 Evil Geniuses * Team Liquid #4 Team Secret #4 Team Empire * Mousesports
Slide 15: Team showcase: ENCE @ IEM Katowice 2019 – from zero to hero
FANS, PLAYERS, TEAMS TEAM SHOWCASE: ENCE @ IEM KATOWICE 2019 – from ZERO to HERO ENCE, the most unlikely of IEM KATOWICE 2019 FINALISTS In the course of one event, team ENCE left its mark on the history of CS:GO. They played more than 35 maps all the way from the regional qualifiers to the grand fin
Slide 16: Game publishers
GAME PUBLISHERS 17
Slide 17: ESL provides game solutions to grow esports
GAME PUBLISHERS Esl PROVIDES GAME SOLUTIONS TO GROW ESPORTS Global Footprint Strategic vision Time to market Global network reach Scaleability Content Brand Partners Teams Distribution networks Product Management Operations Players’ understanding Lifecycle management > 40 Games under license 13.03.2
Slide 18: Publisher partnerships – latest achievements
GAME PUBLISHERS Publisher partnerships – latest achievements Arena of Valor Pro League ESL Katowice Royale Fortnite European Masters League of Legends Clash of Clans World Championship PUBG Starchallenge & PGI EU & FIFA19 Major at Paris Games Week Gamescom QuakeCon Global Rainbow Six esports partner
Slide 19: Publisher showcase: Epic Games
GAME PUBLISHERS Publisher showcase: EPIC GAMES ESL Katowice royale ▪ Most competitive Fortnite tournament to date ▪ Dedicated 100 seats stage at IEM Expo 2019 ▪ $ 500.0000 Prize Pool ▪ 200 onsite participants in 4 days ▪ > 300K peak online audience 13.03.2019 20
Slide 20: Publisher showcase: Ubisoft
GAME PUBLISHERS Publisher showcase: UBISOFT developing A complete Rainbow 6’s global ECOSYSTEM ▪ Rainbow Six: Siege became a top esports title ▪ 35 million players ▪ Increased consumer engagement ▪ Viewing hours multiplied heavily ESPORTS STRATEGY PRODUCT MANAGEMENT GLOBAL PROJECT GAME CONSULTATION
Slide 21: Brand partnerships
BRAND PARTNERSHIPS 22
Slide 22: ESL consumer profiles are highly attractive for brands
BRAND PARTNERSHIPS ESL CONSUMER Profiles ARE HIGHLY ATTractive for brands 54% >70% >550k are 21-35 years old* of esports Enthusiasts Live visitors globally are male at ESL events in 2018 38% NPS 56 >240m buy goods from a brand +11 pts increase vs. 2016 Online ESL Fans in 2018 showcased at ESL event
Slide 23: Reaching the level of larger sports
BRAND PARTNERSHIPS REACHING THE LEVEL OF LARGER SPORTS 13.03.2019 24
Slide 24: Reaching the level of larger sports
BRAND PARTNERSHIPS REACHING THE LEVEL OF LARGER SPORTS 13.03.2019 25
Slide 25: Brand showcase: DHL – global deal with holistic esport integration
BRAND PARTNERSHIPS BRAND SHOWCASE: DHL – GLOBAL DEAL WITH HOLISTIC ESPORT INTEGRATION STADIUM ACTIVATION BRAND ACTIVATION IN-GAME ADVERTISEMENT CUSTOMER ENGAGEMENT 13.03.2019 26
Slide 26: 27
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Slide 27: Brand showcase: Intel, the longest standing partnership in esports
BRAND PARTNERSHIPS BRAND SHOWCASE: INTEL, THE longest standing parTnership in esports 2000 2006 2016-2018 2019+ ▪ Intel becomes ▪ Cooperation ▪ Intel becomes ▪ 3 years one of the first between Intel ESL Global partnershipü investors in and ESL turns Technical announced esports global Partner (longes
Slide 28: Media partners
MEDIA PARTNERS 29
Slide 29: Media distribution in esports is evolving and getting more local
MEDIA PARTNERS MEDIA DISTRIBUTION IN ESPORTS IS EVOLVING AND GETTING MORE LOCAL SELECTION OF DISTRIBUTION PARTNERS LOCAL VIDEO STREAMING GLOBAL VIDEO STREAMING LIVE & VOD LIVE & VOD NEW in CHINA – HuamoaTV, HuyaTV EXPLORED: Exclusivity Facebook NEW in US – Mixer, PlutoTV CONTINUED: Twitch, YouTube N
Slide 30: Linear media partner showcase – Pro7
MEDIA PARTNERS LINEAR MEDIA PARTNER SHOWCASE – PRO7 20.5 % Total Market Share Market Share 14-29 Magazines Market Share 14-49 7% up to 20% share in the 4% target LIVE Group 14-29 Analysis Well-known esports faces as casters ▪ Reach per week +150K Pro players as co-commentators ▪ Reach per year +5M M
Slide 31: IEM and ESL One Katowice 2019 captured linear media
MEDIA PARTNERS IEM AND ESL ONE KATOWICE 2019 captured LINEAR MEDIA TV2 DENMARK YLE FINLAND DMAX Italy ▪ 95K viewers during Grand Finals ▪ 240K viewers on YLE Areena (OTT) ▪ Highlight and Live Broadcast for Fortnite ▪ 34% market share in target group ▪ 30K viewers as TV Highlight (rerun) ▪ 115K viewe
Slide 32: Digital media partner showcase – Huya and HuomaoTV
MEDIA PARTNERS DIGITAL MEDIA PARTNER SHOWCASE – HUYA and HUOMAOTV IEM KATOWICE CS:GO – 2018 vs. 2019 ▪ In January 2019, ESL expanded digital media +204% +233% distribution partnership in 34 14 China with Huya and HuomaoTV 8 4 ▪ ESL properties will include ESL One, IEM and CS:GO Pro League 11 26 4 Hu
Slide 33: Key message
KEY MESSAGE 34
Slide 34: ESL is dedicated to grow the esports industry
KEY MESSAGE ESL IS DEDICATED TO GROW THE ESPORTS INDUSTRY FANS & AUDIENCE € | Merchandising € | Ticketing € | Prize money € | Media rights fees PLAYERS AND TEAMS MEDIA PARTNERS We build esports ecosystems € | Publisher contribution € | Sponsor + advertisement fees GAME BRAND PUBLISHERS SPONSORS 13.0
Slide 35: ESL today and tomorrow
KEY MESSAGE ESL TODAY AND TOMORROW 1 Leading global esports company in a fast growing ESL PRODUCTS MONETIZATION market Grow and build more full Catch up on monetization grown properties and games’ backlog and market growth pyramids 2 Building esports ecosystems by growing new players, audience, gove
Slide 36: Thank You
Thank You 37