GDC Europe 2011GDC Europe 2011GDC Europe 2011GDC Europe 2011Steve Nix GM Digital DistributionSteve Nix, GM Digital Distribution
1
GameStop
GameStop
Global Store Base
United States Store Base: 4,434
European Store Base: 1,385
Italy 377yIreland 58France 383G 20Germany 205Spain 130Nordic 176 Total Stores:
Canadian Store Base: 346
Australian Store Base: 408
Total Stores:6,573
A Few Games….
Retail?!?
PC Games and Media
The PC Experience
GameStop Digital Venturesp g
Mergers and Acquisitions Mergers and Acquisitions
Investments
Strategic Partnerships
Chris Petrovic - MD
Acquisition of Impulse
A Shift in Focus
2006
2008-20062006
20082008--
2000 2003
2006
Consolidation & International
Develop/ Implement Strategic Plan for Changing Video Game Landscape
200320032003
2000
HypergrowthOpened 859 stores f 2003 2005
& International ExpansionEB Games merger (April 2006)Opened 658 stores
Game Landscape
In store DLC
Loyalty program rollout
200020002000
Developed Buy/ Sell/ Trade Model
from 2003-2005p
internationally from 2005-2007Acquired Micromania (2008)
E-com transformation
Multichannel
20002000
11
Acquired Funcoland
The Digital Universegh Retail of DLC
Gro
wth
DM
a
MobileMobile+20%+20% - Kongregate
ArcadeDLCDLC+24%+24%
EE--
Gam
e I
Retail of DLC
op.c
om
Digital
agazine
Online+10%Online+10%
SocialSocial
- Kongregate
- POSA
EECommerceCommerce
+15%+15%
nformerG
ameS
to
PC PC DownloadsDownloads
+9%+9%
= $1 BillionNorth America Industry
Distance From Our Core
+7%+7%ImpulsePOSA
12
North America Industry
Source: GME market model
Digital Sales Forecast
Total Digital Receipts(in billions)
$1.50 $1.4
$1.6 (in billions)
$0.75
$1.08
$0 8
$1.0
$1.2
$0.30
$0.50
$
$0.4
$0.6
$0.8
$-
$0.2
2010 2011 2012 2013 20142010 2011 2012 2013 2014
PC Download Opportunity
Global PC Downloads
$1 9B$1 9B
$3.4B
$1.9B$1.9B
$2.2B
$0 7B$0 7B$1.5B$1.5B
$1.5B$1.5B
2010 2014ENorth America International
$0.7B$0.7B
North America International
Source: GME market model
Impulse
Client provides download, patches, updates and DLC
1 200 games and growing rapidly 1,200 games and growing rapidly
Customer friendly DRM
Analytics and publisher reporting tools
Impulse Reactor
In-game Software Development Kit Community – achievements, cloud storage,
chat Multiplayer lobbies Account management Account management More to be announced with re-launch
REACTOR
Impulse In-Store Integration
Payment Options Discovery Catalog Games Catalog Games PowerUp Rewards
PowerUp Rewards Loyalty Program™
High velocity implementation began May 2010
p y y g
11 million members added since October and growing to 12M-15M by year end
P U R d d th t d t PowerUp Rewards and the customer data asset are the bridge to new businesses and market share growth
Spend more: PUR members average >3x the $ spend of non-members
Engage more: >100mm games now Engage more: >100mm games now trackable in game libraries
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AAA PC Publishing
More PC titles in the Pipeline More PC Focus Integrated Marketing with Console Integrated Marketing with Console Dramatically Increased Messaging
The Independent Developer
Digital Summary
Digital is growing and is complimentary to console gaming
GameStop plans to lead in the immersive di it l idigital experience
We have leaders, investments and roadmaps i l t t t tin place to execute our strategy
Our digital initiatives will drive future revenue growth and earningsgrowth and earnings
Thank You!