Zeptolab - NOAH13 London
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How Big Can It Get? - Presentation by Misha Lyalin, Chairman & CEO of Zeptolab at the NOAH 2013 Conference in London, Old Billingsgate on the 14th of November 2013.
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Zeptolab - NOAH13 London
- 1. HOW BIG CAN IT GET? MISHA LYALIN, CEO November, 2013
- 2. ZEPTOLAB 2010 Om Nom is born! Cut The Rope 2011 Holiday Gift Cut The Rope: Experiments 2012 Cut The Rope Comics Candy Flick 2013 Pudding Monsters Cut The Rope: Cut The Rope 2 Time Travel
- 3. DOWNLOADS, MLN 500 400 300 200 100 0 2010 2011 2012 2013(H1)
- 4. MAU, AS % OF SMARTPHONE SUBSCRIBERS 4.5% 3.9% 4.0% 3.5% 2.9% 3.0% 2.4% 2.5% 2.1% 1.9% 2.0% 1.5% 1.4% 1.0% 0.5% 0.0% 2010 2011 2012 2013(Е) 2014(Е) 2015(Е)
- 5. PENETRATION AS % OF SMARTPHONE SUBSCRIBERS 40% 35% 35% 30% 25% 25% 20% 20% 16% 15% 12% 10% 7% 5% 0% 2010 2011 2012 2013(Е) 2014(Е) 2015(Е)
- 6. MOBILE USERS REACH TO PHONE ~150x A DAY Could Be Hands-Free With Wearables
- 7. SMARTPHONE SUBSCRIBER GROWTH = REMAINS RAPID 1.5B Subscribers, 31% Growth, 21% Penetration in 2013E
- 8. MATERIAL UPSIDE FOR MOBILE Ad SPEND vs. MOBILE USAGE
- 9. SMARTPHONE USAGE = Still Early Stage With Tremendous (3-4x) Upside
- 10. REVENUE STRUCTURE 2015 (E) 2013 (E) 2010 Paid 100% Paid Brand Exten/on Adver/sing Brand Exten/on Paid Adver/sing IAP IAP
- 11. ADVERTISING (US Market) $ direct +300% inderect GROWTH 50% 75% 100% 50% 25% Q2 2013 Q3 2013 Q1 2014
- 12. ADVERTISING Evolution INDIRECT DIRECT COBRAND
- 15. THANK YOU!