1. 24 July 2014
The Sustainability of the Social Casino: What Comes Next?

2. Consolidation at Top:
House of Fun  Caesar’s
Bash Gaming  GSN
Mobile Growth:
+15% q/q, now 51% of revenue
Sustainability:
+35% y/y growth in industry
Resilience on Facebook with established user bases
Trends This Past Year
1. Caesar’s
2. IGT
3. Zynga
4. GSN/Bash Gaming
5. Big Fish
6. WMS
7. High5
...
16. Akamon

3. Consolidation, but Different Form
Different Mobile Battlegrounds
Quality Remains as Distinguishing Factor
New Avenues for Expansion
Predictions for Coming Year(s)

4. New Distribution Channels
Multiple Environments/Applications
New Players in Messaging Apps
Don’t Exclude B2B Possibilities!

5. Southern & Eastern Europe
Korea, Southeast Asia, and China
Brazil & LatAm
Non-English Markets in Traditional
Geographies
New Geographies

6. To Open New Channels
To Expand Geographies
To Get Better Content
New Types of Consolidation

7. Advantage to Quality on Each of These!
Tablet Distinct from Mobile
Android
New Mobile Battlegrounds

8. Barrier for New Entrants on Established Channels
More Personalized Experiences
Better Games, Variety, Novelty
Quality as Distinguishing Factor
# Games:
High5: 100 slots
DDI: 50+ slots, video poker, bingo
House of Fun: 60 slots

9. www.akamon.com