Modern Times Group MTG AB Class A · OMXSTO:MTG_A
Modern Times Group MTG AB Class A — Investor Day (November 2022)
131 slides from Modern Times Group MTG AB Class A's investor day presentation, November 2022
Slide 1: MTG Game Makers Day
Mo NOVEMBER, 2022 MTG GAME MAKERS DAY
Slide 2: MTG's journey into a gaming acceleration platform
Mo MARIA REDIN & ARND BENNINGHOFF MTG’S JOURNEY INTOA GAMING ACCELERATION PLATFORM
Slide 3: Building the best home for game makers
MTG Mo Building the best home for game makers —a gaming village with an ecosystem of knowledge, skills and technology Company presentation | Modern Times Group MTG AB 3
Slide 4: We have transformed MTG in the past two years
MTG Mo We have transformed MTG in the past two years to become a force in mobile gaming Hutch Ninja Kiwi PlaySimple ESL & DreamHack Pure-play Game acquisition acquisition acquisition divestment gaming strategy’ Makers Day Vv Vv 4 Vv Vv Vv Notes: 1) Announced during MTG’s Capital Markets Update strea
Slide 5: A global pure-play gaming group
MTG Mie A global pure-play gaming group KONGREGATE @ninjakiwi he BABS ze FET inCard FES) in Tower Defense! F£2 in Racing’? Battlers! fy PLAYSIMPLE eta g ro) 8s 3] JAM ce BINGO ia! = in Word &InnoGames Pre idee #6 in Tycoon Games! & Crafting! a 000 «6.4m = 3im = 73% = 61% > pee U | ople DAU MAU Mobil
Slide 6: An attractive portfolio of established and new games
MTG Mo An attractive portfolio of established and new games positioned for growth Harvest Establish Introduce GB2.88o" a ae Company presentation | Modern Times Group MTG AB 6
Slide 7: A plan to outgrow the market through organic initiatives and M&A
MTG Ne We have a plan to outgrow the market by combining organic initiatives and M&A Company presentation | Modern Times Group MTG AB 7
Slide 8: Creating a gaming acceleration platform
MTG Mo Through our initiatives we’re creating a gaming acceleration platform, boosting incremental organic growth in our companies > ° y Acceleration platform Diversified group Single gaming studio Company presentation | Modern Times Group MTG AB 8
Slide 9: Building the best home for game makers
MTG Mo Building the best home for game makers —a gaming village with an ecosystem of knowledge, skills and technology Company presentation | Modern Times Group MTG AB 9
Slide 10: Culture as a differentiator
Culture as a differentiator as a team evel up the playground Keep it fun Company presentation | Modern Times Group MTG AB 10
Slide 11: Central layer of shared skills and tech
MTG Mo Creating a central layer of shared skills and tech, starting with BI & analytics, marketing & UA, cross-promotion, and ad-monetization Strategy Governance Reporting & Capital Culture Sustainability i 4A J & M&A & Steering Accounting Allocation & Talent &CR by MTG Say “ A The Flow & Cross- Ad-
Slide 12: Central layer drives above-market growth
MTG Mo This central layer is an important pillar to continue to deliver above-market growth The Flow jarketing Cross- Ad- Platform — ics &UA Promotion Monetization Shared skills || and tech 17 on SEK 2elbn 143. sek 1.5bn Group UA Group installs/ Group IAA Group rows of data revenue/year analyzed/yea
Slide 13: On track to become an acceleration platform through Flow Platform
On track to become an acceleration platform through our Flow Platform Diversified group Acceleration platform + User behavior + LTV predictions + Internal benchmarking One BI system 5 across group FTEs MAPI & CAT in all group companies 7.5 * Allocation of resources FTEs * Campaign efficiency + Free
Slide 14: Meet the game makers
MTG Now it is time to meet the game makers and learn more about their gaming companies and areas of expertise Company presentation | Modern Times Group MTG AB 14
Slide 15: What we want to prove to you today
MTG What we want to prove to you today Our group comprises some of the most talented entrepreneurs in the gaming industry Through the Flow Platform, we draw on each others’ strengths and make the whole greater than the sum of its parts We have strong evergreen IPs in growth mode and an exciting pipe
Slide 16: This is PlaySimple
NI@| fi PLAYSIMPLE SIDDHARTH JAIN THIS IS PLAYSIMPLE
Slide 17: We founded PlaySimple in 2014
PLAYSIMPLE We founded PlaySimple in 2014 Bangalore, India = —__—___ Founded in 2014 ——<—$£ Part of MTG since 2021 ——<—$£ 288 employees in Nov’22 Executive & senior team §B PLAYSIMPLE a @ Siddharth Jain Preeti Reddy Siddhanth Jain Suraj Nalin Co-Founder & CEO Co-Founder Co-Founder Co-Founder NC Pp Ma
Slide 18: One of the largest players in the Word genre
PLAYSIMPLE One of the largest players in the Word genre The Word genre, Q3’22 LTM in US & Europe’ Word $1.15b +3% YoY growth Puzzle $8.7b Notes: 1) By IAP revenue Sources: App Annie (2022); Sensor Tower (2022) Our ranking in the Word genre, Q3’22 in US & Europe’ 1 LZ, APPLOVIN 2 T2 tte 3 | fy PLAYSI
Slide 19: Our growth journey over the past quarters
Gf PLAYSIMPLE Our growth journey over the past 19 quarters QI18 Q218 Q318 Q418 QI19 Q219 Q319 Q419 QT’20 Q2’20 Q3’20 Q4’20 QT21 Q2’21 Q3'21 Q4’21 Q1’22 Q2’22 Q3’22 Company presentation | Modern Times Group MTG AB lA rf : 19
Slide 20: A broad portfolio of word games and new titles
PLAYSIMPLE §B PLAYSIMPLE A broad portfolio of games in the word genre and multiple new exciting titles in production Produce Introduce Grow ce ® 13 R v0 DY Crosswor Crossword Daily Themed Unannounced Word Search| Explorer Jam Crosswords iF [RiDy Og “BINGO Unannounced Word Bingo “9. Ward Trip af | —
Slide 21: New games grow without cannibalizing existing titles
PLAYSIMPLE 6 PLAYSIMPLE New games help us grow without cannibalizing on our existing titles Downloads HM Word Trip Mill Daily Themed Crossword [lll WordJam |) Word Wars Crossword Explorer Word Search Jan19 Apr't19 = Jul19_— Oct’19_ Jan’20. Apr20. Jul’20.) Oct’20.) Jan’21. Apr’21 Jul’21.— Oct’21. Jan
Slide 22: Winning the word genre through best-in-class practices
PLAYSIMPLE §B PLAYSIMPLE Winning the word genre through best-in-class practices, technology and people and applying these assets to strengthen the wider group Company presentation | Modern Times Group MTG AB 22
Slide 23: Outgrowing the market through ad-tech
NI@| fi PLAYSIMPLE SIDDHARTH JAIN OUTGROWING THE MARKET THROUGH AD-TECH
Slide 24: Few players pay, scale limits or high cost to grow
AD-TECH {i PLAYSIMPLE Few players pay in the games and after a point, you either reach scale limits or it gets very expensive to grow Monthly payers as % of MAU, C Average time spent on mobile games per user, (3) 9022 Le minutes 8.1% +7% 190 194 168 3.2% 2.2% 1.6% Competitor 1 Competitor 2 Competito
Slide 25: In-app advertising as primary revenue stream
G8 PLAYSIMPLE We have made in-app advertising our primary revenue stream PlaySimple revenue split 335 Q3’22, SEKm 75% nD na _ na A Eee 25% Company presentation | Modern Times Group MTG AB 25
Slide 26: In-app advertising is monetization by showing ads
Gf PLAYSIMPLE In-app advertising (IAA) is the monetization of app users by showing ads [Ads Revenue stream fro ads to app users ep aPo A simplified overview of ® O40 advertising landscape: Banner Ads Interstitials Native Ads Video Ads Company presentation | Modern Times Group MTG AB 26
Slide 27: The ad-tech market is highly complex
PLAYSIMPLE The ad-tech market is highly complex with strong central players “SDK networks” Bironsource Apap : unity ads Vv Publishers SSPs Ad exchanges DsPs Advertisers Mas © dautiectck @avcorony [Bptavsimpre <——- — ronsource OpenX «<= _—OtheTradeDesk = <— J PLavsiMPLe Qa Chertboost 4 juetorr € Play
Slide 28: Proprietary ad-technology monetizes better than competitors
AD-TECH §B PLAYSIMPLE Our proprietary ad-technology enables us to monetize ads better than our competitors q WATERFALL 1 Ei NETWORK BID. z z ~ HOAQ WATERFALL 2 NETWORK BID NETWORK ID ‘y $120 g $120 G w =~ Q 0 g $100 y $100 g wo «86 $20 $$ $$$ is a placement WATERFALL. = \ Ad request is Client select
Slide 29: Outperforming the market in IAA
{i PLAYSIMPLE AD-TECH Outperforming the market in IAA | Interstitial ads, revenue per impression — Market —= PlaySimple Qrig Q2'18 Q318 Q418 arg Q219 Q319 Qaig Qr20 Q2’20 Qzx20 Q4’20 qQr21 Q2’21 Qz21 Q421 Qr22 Q2’22 Q3'22 Banner ads, revenue per impression Rewarded video ads, revenue per impression!
Slide 30: Spreading our ad-technology across the group
Starting to spread our ad-technology across the group S “» oo) Ps le KONGREGATE s &InnoGames ‘iy —N fy PLaYSIMPLE 0, Cx. 4 Trinny « pe ization Sion-level §B PLAYSIMPLE J. My ZA re) ninjakiwi “a Company presentation | Modern Times Group MTG AB 30
Slide 31: Diversified towards ads with upside left
AD-TECH §B PLAYSIMPLE Already diversified towards ads compared to our competition, but there is still significant upside left A =| Ad revenue as % of total revenue’, 2022 (2 MTG’s % of DAU monetized through ads MTG Competitor A Competitor B Competitor C Competitor D Competitor E 2020 2021 2022 2025
Slide 32: Upside in reducing leakage in the ad ecosystem
AD-TECH § PLAYSIMPLE Large upside potential in reducing leakage in the complex advertising ecosystem rs) Exchanges . 2 . * . . . ° . . . 5 v v ¢ } $ ] ts a presentation | Modern Times Group MTG AB 32
Slide 33: Next level scaling through ad-tech and more genres
§B PLAYSIMPLE Next level scaling by improving our ad-tech and increasing the addressable market of our games portfolio through adding more genres Sources: App Annie (2022); Fortune Business Insights (2022) Company presentation | Modern Times Group MTG AB 33
Slide 34: Outgrowing the market through cross-promotion
NIC |G PLAYSIMPLE PREETI REDDY OUTGROWING THE MARKET THROUGH CROSS-PROMOTION
Slide 35: Opening the PlaySimple universe through cross-promotion
CROSS-PROMOTION 68 PLAYSIMPLE Opening the PlaySimple universe to new players through cross-promotion Company presentation | Modern Times Group MTG AB 35
Slide 36: The nuts and bolts of cross-promotion
CROSS-PROMOTION 68 PLAYSIMPLE The nuts and bolts of cross-promotion % CONGRATULATIONS! You earned @ 10 coins Install and Play About this game > ‘Word Jam 43 rp Data safety * Donor Game xPromo Offer Recipient Game Player taps on rewarded video Post rewarded video view, player sees Player installs rec
Slide 37: Cross-promotion ads differ from external ads
CROSS-PROMOTION {i PLAYSIMPLE Cross-promotion ads differ from external and do not necessarily cannibalize Regular/External ads Q ‘ Test your IQ} i Placements: Incentivized: Rewarded Videos + Placements: * Incentivized: Permanent placements, Interstitials, + Non-incentivized: CONGRATULATIONS! * Backf
Slide 38: A positive loop of user interaction
CROSS-PROMOTION i PLAYSIMPLE Through cross-promotion, we create a positive loop of user interaction New players enter PS ecosystem Enable higher marketing efficiency Engage with first game Sw (Bri Gr a y, | — \ y ‘S Generate higher PS lifetime value Discover more games Engage deeper with PS ecosyste
Slide 39: Over 8 million free installs through cross-promotion
CROSS-PROMOTION §B PLAYSIMPLE To date, we have generated over 8 million free installs through cross- promotion and $27 million in revenue 2018 2019 2020 2021 2022 & Cross-promotion Cross-promotion ‘Sister’ games built Cross-promotion Simplification & became a strategic infrastructure deployed & scal
Slide 40: Cross-promotion loop generates 7,000 free installs daily
CROSS-PROMOTION 6 PLAYSIMPLE Our cross-promotion loop generates 7,000 free installs daily that results in a 25-30% margin contribution eo & &@ af 110,000 7,000 80% 25-30% daily installs cross-promotion cost reduction for margin installs game testing contribution a Company presentation | Modern Times
Slide 41: Dedicated central team for xpromo
Dedicated central team for xpromo Affinity between games User segment targeting Simplicity & standardization A/B testing of xpromo features Value attribution to donor games Collaboration with game teams Data visibility for optimization
Slide 42: Cross-promoting from Word Trip to Crossword Jam
CROSS-PROMOTION Cross-promoting players from Word Trip to Crossword Jam Outcomes orc, f R = Crossword Jam WICTRID) playsimple Games FREAD contains ads «app purchases IM+ lifetime cross- promotion installs from WordTrip to Crossword Jam x CONGRATULATIONS! You earned @ 10 coins CAN YOU FIND AT LEAST 2
Slide 43: Cross-promoting from Bloons TD 6 to Word Trip
§B PLAYSIMPLE Cross-promoting players from Bloons Tower Defense 6 to Word Trip Tapping here mm opens the events screen below Tapping here opens the store screen to install WordTrip ep) DAILY/CHALLeNGe) Company presentation | Modern Times Group MTG AB 43
Slide 44: Initial tests show promising group-wide cross-promotion
CROSS-PROMOTION {i PLAYSIMPLE Initial tests show promising results for broader cross-promotion across the group Hutch &InnoGames () ninjakiwi KONGREGATE ff PLAYSIMPLE 6.4M Group DAU 400k Daily Installs 3-10K Potential Daily xPromo Installs* *excluding current xpromo installs at PS Key success factor
Slide 45: This is InnoGames
MI) &:InnoGames HENDRIK KLINDWORTH THIS IS INNOGAMES
Slide 46: We founded InnoGames in 2007
INNOGAMES We founded InnoGames in 2007 &- Hamburg, Germany — Founded in 2007 = i Part of MTG since 2016 <= ~430 employees in Oct ’22 Executive & senior team &InnoGames Hendrik Klindworth Co-Founder & CEO Felix Janzen Chief Marketing Officer Michael Zillmer Co-Founder & COO Christian Reshoft Chief Pr
Slide 47: We make great games for our players
INNOGAMES &InnoGames We're here to make great games for our players With high quality virtual worlds that link millions of people around the world. Anywhere, anytime. Company presentation | Modern Times Group MTG AB 47
Slide 48: A strong portfolio of city-builder and strategy games
INNOGAMES &InnoGames A strong portfolio of city-builder and resource management strategy games, and two new exciting games in production Produce Introduce Grow Establish Harvest a4 =! 1 8) 2 i Live Games in Lost Rise of Sunvise Forge of ; games development Defenders Survivors Cultures Village Empire
Slide 49: Strong performance over the past 23 quarters
&/InnoGames We have delivered strong and reliable performance over the past 23 quarters Reported revenue QT17 Q217 Q317 Q417 QI18 Q218 Q318 Q418 QT19 Q219 Q319 Q4'19 Q1’20 Q2’20 Q3’20 Q4’20 QT21 Q2’21 Q3'21 Q4’21 QV22 Q2’22 Q322 Company presentation | Modern Times Group MTG AB 49
Slide 50: Technology and capabilities as foundation for Flow Platform
INNOGAMES &InnoGames The technology and capabilities that we have built throughout the years serves as the foundation for the Flow Platform id InnoGames enables the MTG group through... OB ...top tier marketing tools for the Flow Platform a #.. aN ye {..support with new marketing channels (such as T
Slide 51: One of the leaders in Tycoon/Crafting
INNOGAMES One of the leaders in the large Tycoon/Crafting genre The Tycoon/Crafting Our ranking in the Tycoon/Crafting genre, Q3’22 LTM in US & Europe! genre, Q3’22 in US & Europe’ 4 Wvizor Tycoon/Crafting so4em 5 MOONACTiVE “1% YoY growth - Simulation fe 7 SRNERRY 2 mA Notes: 1) By IAP revenue Sour
Slide 52: Our three True North targets
INNOGAMES Our three “True North” targets Stabilizing its user and payer base, FoE will defend its position as leading city builder, building the stronghold for our expansion plans. Make Forge our fortress We will launch the ri features to put RoC on the trajectory to become a cross- platform game as
Slide 53: Using BI and LiveOps to drive monetization and longevity
MI) &:InnoGames HENDRIK KLINDWORTH USING B! & LIVEOPS TO DRIVE MONETIZATION AND LONGEVITY IN GAMING
Slide 54: Our oldest live title is nearly 20 years old
BI & LIVEOPS &InnoGames Our oldest live title is nearly 20 years old Tribal Wars — A journey of nearly 20 years 2003 _ Today Company presentation | Modern Times Group MTG AB 54
Slide 55: LiveOps drives monetization and longevity
&InnoGames BI & LIVEOPS LiveOps drives the monetization and fuels the longevity Regular of a game Updates Platforms Social Media Company presentation | Modern Times Group MTG AB 55
Slide 56: Feature teams working in smaller groups
BI & LIVEOPS &InnoGames Feature teams working in smaller groups with clearly defined topics and timelines October November December 1.242 1.243 1.244 1.245 1.246 1.247 1.248 More than 30 people working on one game . First Session [ ‘CRM Content Test (CRM Timing Test Multiple feature teams per AB Tes
Slide 57: New content to players on a bi-weekly basis
&/InnoGames Providing new, exciting content to our players on a bi-weekly basis Regular updates every two weeks conse @ Provide new, exciting content for our players A) & SSiee DA a Z . ; SO Quick reaction on ware @ player feedback Clear, intuitive release processes (A)y_ A/B test new features to ve
Slide 58: Sophisticated analytics drill down into specifics
BI & LIVE OPS &InnoGames With sophisticated analytics systems, we can drill down into specifics on a == 8 —_ = ual] = —t ae Fa = - L _ — : — — gpl Company presentation | Modern Times Group MTG AB 58
Slide 59: Event calendar
ST. PATRICK‘S ARCHAEOLOGY EVENT EVENT Feb - Mar May
Slide 60: Event calendar
CK‘S ARCHAEOLOGY T EVENT ar May
Slide 61: A closer look at our Halloween event
&3InnoGames A closer look at our Halloween event HALLOWEEN EVENT S) Grand Prize Time limited special in- 7 game activity to give variety and extra challenge for the players G WF Daily Grand prizes prize Company presentation | Modern Times Group MTG AB 61
Slide 62: CRM increases overall player lifetime value
BI & LIVEOPS &InnoGames CRM increase the overall player lifetime value Welcome series Starter offers Reactivate Payers The right offer at the right time Early pay conversion Churn prediction Reactivation of inactive players Reactivation of inactive payers Cross-Selling Target KPI: Target KPI: Target
Slide 63: CRM increases overall player lifetime value
BI & LIVEOPS &InnoGames CRM increase the overall player lifetime value Reactivate Players Upselling Cross-selling eS eS The right offer at the right time Early pay conversion Churn prediction Reactivation of inactive players Reactivation of inactive payers Based on automated churn scores Cross-Selli
Slide 64: Automatic player segmented offers through AI
BI & LIVEOPS Running automatic player segmented offers through Al InnoGames 23% Onetimers “Oldest” (avg 2.8 years since reg.), least active players, most on-time players (70%), lowest revenue 13% Careful Bundle Fans Rather low transaction count, most purchases on offers and bundles on higher price p
Slide 65: Continuous improvement of customers' lifetime value
BI & LIVEOPS InnoGames Through BI & LiveOps, we drive continuous improvement of customers’ lifetime value 180-day LTV by game = Sunrise Village Rise of Cultures Forge of Empires by quarters since launch, on mobile in the US \ 123 45 6 7 8 9 10 1 12 13 14 15 16 17 18 19 20 21 22 23 24 25 26 27 28 29
Slide 66: Four ingredients to game monetization and longevity
BI & LIVEOPS &InnoGames Four ingredients to successful game monetization and longevity Live Ops enables success over decades Always new content, A/B testing Strong event pipeline Provide the right offer to every player Company presentation | Modern Times Group MTG AB 66
Slide 67: This is Ninja Kiwi
Me@| @ ninjakiwi SCOTT WALKER THIS IS NINJA KIWI
Slide 68: We founded Ninja Kiwi in 2006
NINJA KIWI @riniakiwi We founded Ninja Kiwi in 2006 Executive & senior team Auckland, New Zealand — , Dundee, Scotland _ _ _ ——— x] 74 Founded in 2006 3 Acquired Dundee studio in 2012 Part of MTG since 2021 Chris Harris Stephen Harris Scott Walker David Hamilton Barry Petrie Co-Founder &Co- Co-Found
Slide 69: A strong portfolio around Bloons and Zombie Assault IPs
NINJA KIWI @riniakiwi A strong portfolio of games centered around the Bloons and Zombie Assault IPs and an exciting pipeline of new games Produce Introduce Grow Establish Harvest bs es Paes es eee games development fe 7 = vanced a oe te i = 1 e 0) m 1 e Ss EK Daily active Average revenue users! per
Slide 70: We primarily make games in Tower Defense
NINJA KIWI We primarily make games in the Tower Defense genre The Tower Defense genre, Our ranking in the Tower Defense Q3’22 LTM in US & Europe’ genre, Q3’22 in US & Europe’ 3 Tower Defense $153m 4 Upwake.me +23% YoY growth Ba Oren Strategy $4.5b 6 rN 7 Ww PERCENT Notes: 1) By IAP revenue Sources:
Slide 71: Our growth journey over the past quarters
@ dinialciwi Our growth journey over the past 18 quarters Repo revenue Q218 Q318 Q418 QT19 Q219 Q319 Q419 QT20 Q2’20 Q3’20 Q420 QT21 Q2’21 Q3z21 Q4’21 Q1r22 Q2’22 Q3’22 Company presentation | Modern Times Group MTG AB ral
Slide 72: Ambition to grow the Bloons IP into a platform
NINJA KIWI Ambition to grow the Bloons IP into a platform, build more IPs to Bloons level, and establish a community-influenced design center @ Bloons TD as a Platform i] Consistent content and distribution additions Content Creator revenue sharing Player creativity suite — tinker, play, connect, sh
Slide 73: Clear building blocks to reach our ambition
NINJA KIWI Clear building blocks that will help us to reach our ambition Team Flexibility: Two small studios - stay nimble and tightly connected Experience: Maintain and build team muscle memory via long tenured teams Hierarchy: Flat structure with widely distributed feature-based leadership Games E
Slide 74: Building and scaling through organic marketing
MiG | @ ninjakiwi SCOTT WALKER BUILDING AND SCALING THROUGH ORGANIC MARKETING
Slide 75: Organic marketing strategy based on four pillars
ORGANIC MARKETING We base our organic marketing strategy on four pillars Bloons TD Battles :: LATEST GAME EVER MOLTO Bloons TD Battles King of the Hill E1 Battle = 4 Jan 2014 @ =... BTD5 Deluxe New Tower! Monkey Engineer] Player Community-team Community Content created content communication manageme
Slide 76: Player created content democratizes gaming
ORGANIC MARKETING @rin Player created content democratizes gaming and increases engagement Deepens player understanding Creates ownership and investment Democratizes and humanizes — made by someone like me Encourages best efforts Broadens creativity Player created content a Successful organic growth
Slide 77: We started with player created content in 2008
We started with player created content in 2008 COOMOGISONY 7 LSS IOCUES ‘Search bls TARGET. 80. Company presentation | Modern Times Group MTG AB 7
Slide 78: Player created content examples
Cae MoREIGAMES y = HIGH|ISCORES rar SE VEVEMEDITOR Company presentation | Modern Times Group MTG AB 78
Slide 79: Encourages best work and broadens creativity
ORGANIC MARKETING @rinjakiwi Encourages best work, as it’s judged by peers Broadens creativity by inspiring others in new ways | Btoon speen | oa “oan sreen q=® | Company presentation | Modern Times Group MTG AB 79
Slide 80: Players engage with our IP even when not playing
Players are engaging with our IP even when they are not playing Company presentation | Modern Times Group MTG AB 80
Slide 81: Building games with the community through frequent communication
ORGANIC MARKETING @rin We build the games with the community through clear and frequent communication Regularly presents latest information and what’s next Creates known spaces for dialogue Humanizes development team Sets personality and tone Taps into creativity and talent Community-team communicat
Slide 82: Regular update notes let players know what we're doing
ORGANIC MARKETING @riniakiwi Regular update notes lets our players know what we’re doing and why Players want to know what we're doing, what we’ve done, and WHY Players want to know where we're heading Company presentation | Modern Times Group MTG AB 82
Slide 83: Personal relationships through interactions with developers
@ dinialciwi Building personal relationships through interactions with the developers _ —. a> jooreyik 6 ey Py 55 What's Up At Ninja Kiwi - 4th November 2022 ee Questions from the comments: othe sloons have their own language? st called loons “Wehove ett observe any form focal communication fom the
Slide 84: Staying accessible on multiple channels
Slide 85: Community becoming part of the team is a win-win-win
Slide 86: • • • • • • • • • • • • • •
• • • • • • • • • • • • • • •
Slide 87: Fast and good support is crucial to user experience
Slide 88: Prioritizing players' experience made BTD6 a top-rated game
Slide 89: Community experience through events and contests
Slide 90: • • • • • • • • • • • • • •
• • • • • • • • • • • • • • • • • • • • •
Slide 91: Driving organic growth with our own content
Slide 92: Organic growth through content creator relationships
Slide 93: Content creation synergizes with updates and releases
Slide 94: Rewarding content creators while maintaining authenticity
Slide 95: Strengthening our community is central to growth plan
Slide 96: Applying our expertise across the group
Slide 97: This is Hutch
Slide 98: Hutch: London, founded 2011
London, United Kingdom Founded in 2011 Part of MTG since 2020 ~160 employees in Nov’22
Slide 99: World's strongest racing games and three new titles in pipeline
Slide 100: We are ranked #2 in the racing genre
Slide 101: Our growth journey over the past 19 quarters
Slide 102: Aiming to become #1 in mobile racing
Slide 103: Winning by being the category inventor
Slide 104: Making games that people want to play
Slide 105: We make the games people want to play
Slide 106: Continuous prototyping is a necessity
Slide 107: Game development is as much art as science
Slide 108: Discovery stage
Slide 109: Icons and fake AppStore pages to measure download intent
Slide 110: Internal testing of MVPs and continuous iteration
Slide 111: Taking successful prototypes to the next level
Slide 112: Testing, learning and repeating to refine retention
Slide 113: Testing, learning and repeating to refine retention
Slide 114: F1 Clash D1 retention
Slide 115: First validation, D1 retention in Netherlands
Slide 116: Final testing of scaled marketing in a major market
Slide 117: Start small and allocate more resources with confidence
Slide 118: Continuous prototyping is a necessity
Slide 119: Roadmap with multiple new titles in the pipeline
Slide 120: This is Kongregate
Slide 121: Executive & senior team
Executive & senior team
Slide 122: Focusing on traditional and blockchain gaming
Slide 123: Portfolio of traditional games, platform and blockchain games
Slide 124: Our journey over the past 19 quarters
Slide 125: Leveraging history of publishing in web3 and blockchain
Slide 126: The unique opportunity in blockchain gaming
Slide 127: Leveraging our web2 DNA into web3
Slide 128: Players, developers, partners
PLAYERS DEVELOPERS 1.Kongregate.com web3 Platform 2.Own Game Development/IP Partnerships PARTNERS Existing Player Base Tokenomics Plug & Play SDK Solution Publishing Services Cross Game Wallet Scalable Community Support
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Modern Times Group MTG — Investor Day (November 2022) on 6ix