Video Game Briefing June 2009

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Video Game Briefing June 2009
Avista

Video Game Briefing Partners



Highlights:

• Market Cap for all public companies in global game sector is $107.6 billion

• Over $6m of M&A deals in global sector (Last 30 days)

• Over $138m raised in global sector (Last 30 days)

• The Online Game Index is the best performing game sector index at +42.6% (LTM)

• The Asia Game Index is the best performing regional game index at -32.0% (LTM)

• Online Game/ Virtual World Universe has 150+ companies generating $9.5 billion in annual revenue



Recent M&A Deals



Total Implied Implied Implied Implied

Transaction Enterprise Enterprise Enterprise Enterprise

Date Target/Issuer Value ($mm) Buyers/Investors Value ($mm) Value/Revenues Value/EBITDA Value/EBIT

PC, Console Games

06/23/2009 Id Software - Zenimax Media - - - -



Mobile Games

06/22/2009 Simlife International 5.7 KongZhong 5.7 - - -





Recent Fundraising Deals



Total

Transaction

Date Target/Issuer Transaction Type Value ($mm) Investors

Online Games

06/17/2009 Erepublik Private Placement 2.8 AGF Private Equity

06/12/2009 3Dduo Private Placement - Newfund Management S.A



06/04/2009 Hangout Industries Private Placement 4.0 Highland Capital Partners and Polaris Venture Partners



06/03/2009 Gameground Private Placement 4.1 Sequoia Capital Israel

06/03/2009 Handseeing Information Private Placement 7.3 Green Pine Capital Partners



PC, Console Games

06/03/2009 Take-Two Interactive Public Offering 120.0 -









June 2009 Source: Capital IQ, Company Filings, Brokers & Press 1

Avista

Video Game Briefing Partners



Game Index Performance by sub-sector (LTM)

The Online Game Index is the best performing game sector index at +42.6%









Note: the companies making up each index are those listed in the corresponding comps in the following pages. The indexes are based on a weighted market cap and are rebased to 100 at the start.









June 2009 Source: Capital IQ, Company Filings, Brokers & Press 2

Avista

Video Game Briefing Partners



Game Index Performance by region (LTM)

The Asia Game Index is the best performing regional game index at -32.0%









Note: the companies making up each index are those listed in the corresponding comps in the following pages. The indexes are based on a weighted market cap and are rebased to 100 at the start.









June 2009 Source: Capital IQ, Company Filings, Brokers & Press 3

Avista

Video Game Briefing Partners



Microsoft Online

AOL Games

Realnetworks Games Tencent Games NHN Games Online Game/Virtual World Universe

Wild Tangent Viacom Online

Kongregate EA Online

YoyogamesMiniclip iwin PlayfirstYahoo Games 150+ plus companies with $9.5 billion in

Zapak Astrum

Roblox

Games2win Cafe.comOberon Ganymede Gungho Shanda annual revenue

Fettspielen MLG

Alawar 9you Gala-net Gamania

Zynga Big Fish Geewa Popcap Aeria Run Up Mgame



Jagex Netease Games

Moli Group

Acclaim Bigpoint Sony Online (SOE) NcSoft

Level Up Games







Gameforge CJ Internet



Viwawa

Gamepot

Prizee Gigamedia Games Gamigo Hanbitsoft

Portfolio Diversity

Vinagame ESL The9

Weeworld Guangyu Huaxia Netdragon

Playdom Sing-Gium IGG Chinese Gamer Gameon

Nexon WeMade Entertainment

SGN GameCyber Neowiz Games

Gonzo Rosso

IP e-games DMII Perfect World

Burda Interactive IGS Online Games Asiasoft

VTC Game Mycnx CDC Games Kingsoft Games

GoodGame K2/ Gamers FirstGarena Webzen

Outspark

Playfish OnNet Lyto Gravity Joymax Actoz Goa Valve Online

Artix

JC EntertainmentCubizone GamesCampus

Ini3 Shiji Tiancheng Innogames Ndoors Giant Interactive

Flowplay Ankama Games Masters Subagames

Cyberstep Mygame.ph Iam Interactive

Jumpstart GCREST Grigon Ogplanet

Ntreev IAHGames Frogster

Apaja Kog Studios Turbine

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