Presentation given at NOAH Conference San Francisco on June 26 2012 www.noah-conference.com

1. Online gaming surges ahead
Heiko Hubertz
CEO & Founder of Bigpoint
June 2012
NOAH Conference San Francisco

2. First
in building realtime MMO
Largest
Browsergames Portfolio
Largest
F2P Company in Europe
Largest
Active Userbase in Europe
First
with Performance Marketing
First
to have TV Partnerships
2

3. Online Gaming: Surges Ahead
3

4. Market opportunity & competition
USA GERMANY
• … action-oriented genres • … strategy games (online)
• …subscriptions and retail • … micro transaction market trend
• … leads in social networking • … “independent” gameplay
• … one language • … understanding for localization
4

5. Market opportunity & competition
1 Be local!
Think of your
2 audience!
Don’t forget
3 Facebook!
Make your game
4 famous!*
5

6. 6

7. Business Modell
Caps total revenue by Maximize revenue by perfectly aligning
a) excluding those unwilling demand with consumers marginal
Money spent in F2P Games
Subscription Price
to commit to recurring revenue willingness to pay
b) Limiting those willing to pay more.
Quantity Quantity
7

8. Customer Life Cycle
Example Farmerama
>40%
play for 12 months and longer
before 2011 January 2011 February 2011
March 2011 Arpil 2011 May 2011
June 2011 July 2011 August 2011
September 2011 October 2011 November 2011
December 2011
8

9. Financials
RAPID GROWTH
• Average rate of 8% for the gaming
industry in total 49%
• The games industry is the fastest
growing sector of the entertainment
industry
• Online gaming grows faster than the
total gaming market 103%
• Bigpoint grows faster than the overall
market
Bigpoint growth in percent
99%
(Dev. previous year)
181%
213%
2004 2005 2006 2007 2008 2009 2010 2011 2012 2013 2014
9

10. Outlook
Worldwide distribution through local representatives
London Hamburg & Berlin 800.000.000
UK, Europe Germany, Europe
monthly eyeballs
Paris Rome 30.000
France, Europe Italy, Europe
affiliate partners
Madrid Malta
Spain, Europe Europe
San Francisco
Silicon Valley, USA
1000
media partners
São Paulo
Brazil, South America
TV Traffic converts with high ARPPUs
• Sustainable revenue stream
• Builds loyal online user base and community with high return frequency from TV
viewers – opportunity to cross-sell
10

11. Bigpoint GmbH
Heiko Hubertz
CEO & Founder
Drehbahn 47-48
20354 Hamburg
Germany
Tel +49 40.88 14 13 - 0
Fax +49 40.88 14 13 - 11
info@bigpoint.net
www.bigpoint.net
Find us on
11

12. NOAH Advisors - Europe’s Leading Internet Corporate Finance Boutique Selected Completed NOAH Transactions
May 2012 April 2012
Unique Industry Know-How Core Investment Banking Competence
Sale of a 100%-stake in
 100% focused on Internet companies, covering  The NOAH team has 25+ years of media
150 million growth equity investment from
over 25 sub-verticals in this highly complex investment banking experience
industry - Routine execution of M&A and financing for a 50% stake alongside Fotolia’s Founders and
to
- 15+ years active coverage of leading European transactions with sizes of several billion euros
Internet companies and investors  The team has been working together closely for 7 Additional $150 million senior debt financing
Total $300 million investment
 Deep understanding of industry dynamics and years (including 6 years at Lehman Brothers) Financial Advisor to Fotolia and its Shareholders Financial Advisor to Toprural and its Shareholders
thinking of industry leaders  8 successfully completed NOAH Advisors
 Ability to add value beyond banking advice transactions underline successful transfer of
- Facilitates overall process and minimizes competencies to the Internet sector November 2011 July 2011
management distraction Sale of a majority stake in Sale of a majority stake in
Unmatched Network and Relationships Full Commitment - We Are Entrepreneurs!
 NOAH Advisors is globally very well connected  The NOAH team are entrepreneurs and focused to
to
and has direct access to virtually all key players in on growing the business and establishing a Quants Financial Services AG
the industry reputation for excellence Exclusive Financial Advisor to
- Knowledge of and strong relationships with  Full commitment to deliver top quality results in grupfoni and its Shareholders Advisor to EnGrande
potential buyers’ key decision makers short time frames
- Coverage of over 500 companies and 4,000  Highly success-based compensation structures
individuals align interests of clients and NOAH Advisors, and April 2011 April 2011
- Proactively finds and unlocks attractive demonstrate conviction to deliver top results Sale of a majority stake in
investment opportunities for leading have acquired a majority stake in
investors (e.g. Bigpoint)
 Annual NOAH Conference to
for $350m from
The NOAH Advisors Core Team
Exclusive Advisor to Advisor to Yatego
Summit Partners and TA Associates
Marco Yoram Jan
Rodzynek Wijngaarde Brandes
December 2009 April 2009
Managing Director Director Director
Partial sale of $80m partial sale of
and Founder
to
to
Contact Details Contact Details Contact Details Valuing Softonic at €175m
marco.rodzynek@noah-advisors.com yoram.wijngaarde@noah-advisors.com jan.brandes@noah-advisors.com
Advisor to Softonic Advisor to Fotolia
UK Mobile: +44 77 85 330 330 UK Mobile: +44 79 17 084 784 German Mobile: +49 174 2010 984
Swiss Mobile: + 41 79958 1512

13. Introduction to the NOAH Conference Overview of the NOAH Conference 2011
 The NOAH Conference is an annual Internet event taking place once a
Summary Overview Conference Program
year in London, focused on top management from Internet start-ups to
global media companies as well as senior investment professionals  NOAH ‘11 took place on 9-10 November 2011 at Old
 NOAH’s goal is to create a marketplace for the European Internet eco- Billingsgate in London
system to discuss key trends, generate business and facilitate  Fantastic line-up of 90 speakers from 20 countries in keynotes,
investment transactions presentations and panels over 2 full days
 Over the past 3 years numerous high-profile speakers presented at  1,150 attendees from 35 countries – 57% from Internet
NOAH, including over 100 CEOs companies, 26% from investors, 15% from corporates (media
 The NOAH Conference was founded in 2009 by Marco Rodzynek and is companies, advisors, PR and recruiting) and 2% press
organised by the NOAH Advisors team with sponsorship from some of representatives from leading on- and offline publications
the world’s leading financial investors  NOAH party with additional guests from London and a great
live band on the evening of the first day
NOAH ‘12 on 6-7 November – Save the Date  Extremely positive feedback from numerous attendees, on
twitter and in the press
 The conference will again take place at Old Billingsgate in London
 Registration will open in early 2012 Selected Conference Impressions
 For updates, please check: www.noah-conference.com
Event Sponsors Strategic Sponsors