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.

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

13. PAID vs FREMIUM?
BRANDIUM

15. THANK YOU!