Modern Times Group Mtg Ab Class A · OMXSTO:MTG_A
Modern Times Group Mtg Ab Class A — Kongregate — Investor Day (March 2019)
11 slides from Modern Times Group Mtg Ab Class A's investor day presentation, March 2019
Slide 1: Kongregate Overview
Kongregate Overview March 2019 1
Slide 2: Kongregate Stats
Kongregate Stats 200 M Mobile Installs 100,000+ Games Live on Kongregate.com 60 30,000+ Mobile Games Published Developers from more than 125 Countries 2 2
Slide 3: Kongregate's Pillars
Kongregate’s Pillars Platforms 3rd-Party Publishing First-Party Development Nurturing indie games and Launching and growing the Building and operating chart gaming communities best in indie games topping games est. 2006 est. 2013 Ultrabit acq. 2016 Synapse acq. 2017 Publishing 4
Slide 4: Funnel of Opportunity
Funnel of Opportunity Risk Mitigating Pipeline of Studio Discovery and Development Platform DISCOVER (1000s developers) Reduce Risk & Increase Margin Publishing PARTNER (100s developers) Studios ACQUIRE (the best developers) 5
Slide 5: Case Study: Synapse Games
Case Study: Synapse Games Risk Mitigating Pipeline of Studio Discovery and Development WarMetal Tyrant Platform DISCOVER 2011 Kongregate.com Lifetime Revenue $2M ARPPU $40 Tyrant Unleashed Publishing PARTNER 2013 Kongregate.com & Mobile Lifetime Revenue $20+M ARPPU $400 CPIs $7+ Animation Throwdown
Slide 6: Publishing is the Core
Publishing is the Core As the market gets more competitive, marketing excellence is a key advantage 1st Party Studios Publishing 3rd Party Studios Marketing & UA Insights & Analytics Monetization Expertise Platform Relations Future Acquisitions & More 7
Slide 7: Case Study: AdVenture Communist
Case Study: AdVenture Communist Revamped game zooming up the charts Sequel to hit AdVenture Capitalist originally launched in Q4 2017 with mixed results: good CPIs, mediocre retention. Team dug in to understand player confusion holding the game back. Q4 2018: AdVenture Communist relaunched with simp
Slide 8: 2019 Publishing
2019 Publishing More Focused Investment Into Marketable Titles Focus on long-term marketable titles that we can grow & sustain for years. ● Focus on fewer and more relevant game launches, targeting range of 6 – 8 per year ● Concentrate on those categories where we are already strong (Idle, CCG, Stra
Slide 9: Highlights From Our Existing Portfolio
Highlights From Our Existing Portfolio Rapid growth for Sustained expansion for AdVenture Communist our largest 1st party after massive metric title, Animation improvements in Q4 Throwdown 2019 1st Party Releases Other 2019 Launch Highlights Idle Frontier Powerpuff Girls Cosmos Quest By Ultrabit By
Slide 10: Announcing for 2020...
Announcing for 2020... Teenage Mutant Ninja Turtles Cross-platform strategy game from Synapse, developers of Animation Throwdown 11
Slide 11: Key Takeaways
Key Takeaways ● Broad network and strong reputation among indie developers ● Proven funnel to identify talent & games ● UA tech & team to compete in competitive mobile market ● Data-driven recommendations that grow & sustain games over time ● Strong, focused portfolio & pipeline of new games 12