Presenting Mobile Gaming @ SimAlliance 2007

September 12th

Mobile Contents : a multichannel industry?

September 12th

OTA: the leading way…successfull?

Hardware channel: it works?

…just some ideas and feedback from a wonderful world: games on mobile

September 12th

Feedback from a wonderful world: games

on mobile!

September 12th

Competitive marketA

rt o

f M

arket

ing

I-Play

Ifone/Glu In-Fusio

Gameloft

Art of Technology

New publisher

EA Mobile

VU Games Mobile

Digital Chocolate

September 12th

Technical parameters: complex market…

Game Development Technology

Operating System

Mobile Game Devices

DOJA J2ME/MIDP Brew ExEn Mophun Microsoft Mobile

Symbian/ S60 (C++) Tapwave Flash Open GL/ES Others

Symbian/ S60 Linux Mobile PlamOS Microsoft Mobile

Operator Proprietaries Others

Series 60 Devices Traditional Mobile Phones Nintendo GameBoy SP

Nokia N-Gage MS Smartphone SonyPSP Tapwave

2G/GSM 2,5G/GPRS EDGE

3/G UMTS (W-CDMA) 3,5G/HSPDA 4G/OFDMTransport Technology

??

???? ??

September 12th

Technical parameters: integrated market…

Métropole juin-05 sept-05 déc-05 mars-06 juin-06

- Parc actif multimédia mobile* (14) 10 708 500 11 273 600 14 024 500 13 400 900 13 362 300- en % du parc actif total 24,8% 25,6% 30,6% 29,0% 28,5%- Croissance nette trimestrielle (4) 330 900 565 100 2 750 900 -623 600 -38 600- Croissance nette trimestrielle en % 3,2% 5,3% 24,4% -4,4% -0,3%- croissance en glissement annuel 41,9% 39,8% 36,1% 29,1% 24,8%

Parc actif multimédia mobile

TABLEAU DE BORD MULTIMEDIAOpérateurs de réseau mobile et MVNO (1)

30 juin 2006

juin-05 sept-05 déc-05 mars-06 juin-06

- Parc post-payé (2) 28 534 300 29 342 500 30 509 700 31 025 700 31 687 900

- Croissance nette trimestrielle (4) 672 500 808 200 1 167 200 516 000 662 200- Croissance nette trimestrielle en % 2,4% 2,8% 4,0% 1,7% 2,1%

- Parc prépayé (2) 16 848 500 16 755 900 17 548 700 17 568 800 17 384 000

- Croissance nette trimestrielle (4) -216 300 -92 600 792 800 20 100 -184 800

- Croissance nette trimestrielle en % -1,3% -0,5% 4,7% 0,1% -1,1%

- Parc total (2) 45 382 800 46 098 400 48 058 400 48 594 500 49 071 900

- Croissance nette trimestrielle (4) 456 200 715 600 1 960 000 536 100 477 400

- Croissance nette trimestrielle en % 1,0% 1,6% 4,3% 1,1% 1,0%

- Taux de pénétration (5) 75,2% 76,4% 79,7% 80,6% 81,3%

- Parc total actif* (7) 44 622 100 45 321 900 47 313 200 47 760 400 48 443 900

- en % du parc total 98,3% 98,3% 98,4% 98,3% 98,7%

- Taux de pénétration actif (5) 74,0% 75,1% 78,4% 79,2% 80,3%

30 juin 2006

TABLEAU DE BORD NATIONALOpérateurs de réseau mobile et MVNO (1)

* Obtenu à compter de T3 2005 par extrapolation, pour la métropole, à l'ensemble des opérateurs des données déclarées par les opérateurs de plus

September 12th

Mobile Gaming Figures ForecastTerritories 2004 2005 2006 2007 2008 2009

Europe 345 527 711 885 1 064 1 232

France 41 63 85 106 128 148

Source : Jupiter Research July 2005 (€Mio)

15 €Mio

50 €Mio

September 12th

Mobile Gaming Revenue Tentative A

Total Installed Base 21 465 000

Marketshare 47,7%

Multimedia Devices 4 300 000

Rate 20%Usual Players 214 650

Rate 1%

Monthly Downloads 50 000Annual attached rate of DD games per Mobile 0,14SDP 5 €

Direct Revenue per unit 1,67 €

Premium to Aggregator 30%

Gross Revenue per unit 0,50 €

Premium to Licensor 0,25 €

Net Revenue Licensing 0,38 €

Montly Turnover 250 000

Montly Direct Revenue 83 612

Montly Revenue Publisher 18 813

Annual Turnover 3 000 000

Annual Direct Revenue 1 003 344

Annual Revenue Publisher 225 753

September 12th

Measure of the market

September 12th

Right price for consumer?

7£

3€

7€4€

•Buy two, get one free

•Discount

•1€ promotion

5£

Price of Multimedia access?

September 12th

OTA: the leading way…successfull?

September 12th

5 major countries, 12 MNOs, 60 strategiesUK56,9 Mio

France49 Mio+

Germ.75 Mio+

Spain39 Mio+

Italy57 Mio+

1 Orange23%

Orange4?%

T-Mobile40,8%

Telefonica Movistar48%

TIM40,4%

2 Vodafone24%

SFR (Vod.)

3?%

Vodafone37,4%

Vodafone31%

Vodafone34,7%

3 O223%

B.T.1?%

Eplus13,2%

Amena21%

Wind19,4%

4 T-Mobile25%

O28,9%

33,6%

5 34%

Chiffres non contractuels

September 12th

Mobile Gaming Value Chain

Content Creation

Content Aggregation

ContentMarketing

ContentDistribution

Consumption/Usage

IP Aggregator MNOs

IP

IP Aggregator

Ratio 80%!Ratio 80%!

September 12th

Key Factor Success : multiply channel distribution to optimise sales

September 12th

Hardware channel: it works?

September 12th

Marketing is key!

September 12th

Mobile Gaming vs VideoGame

September 12th

Mobile Gaming vs VideoGame

September 12th

Sell mobile games on shops!

September 12th

Virtua MNO=MVNOMVNO branded and community orientedSeeking for added-value services to promote their offer

=> Opportunity to sell “pre-paid “ mobile games into the monthly subscriptionQ4 2006= 477K new, 268,5 for MVNO

September 12th

Who is downloading?

September 12th

What Mobile Gaming Industry needs:

Performance

Stockage

Visibility for mass market