ESPORTS XPERTS

KEY INSIGHTS INTO THE DUTCH ESPORTS SCENE

MAY 2018

NEWZOO PRESENTATION

JURRE PANNEKEETHEAD OF ESPORTSjurre@newzoo.com@jurrepannekeetpannekeetjurre

- 1. ABOUT NEWZOO- 2. THE ESPORTS MARKET- 3. INSIGHTS INTO THE DUTCH SCENE

THE CURRENT PACE OF CHANGE IN CONSUMER BEHAVIOR, MEDIA, AND TECHNOLOGY REQUIRES A

NEW TYPE OF INTELLIGENCE FIRM THAT IS AGILE AND AHEAD OF THE

CURVE.

Newzoo is that firm. We aim to be recognized and trusted as the number one provider of games, esports, and mobile intelligence in

the world.

NEWZOOCOMPANY

OUR SUBSCRIBERSTHAT WE HELP NAVIGATE CHANGE

MORE THAN 150 GLOBAL SUBSCRIBERS GLOBAL PRESS COVERAGE

ESPORTS MOBILEGAMES

FOCUS AREAS GEO SCOPE

REGIONAL LOCALGLOBAL

OUR FOOTPRINTOFFICES ACROSS THE GLOBE

NEWZOO USASan Francisco

SAN FRANCISCO

AMSTERDAM

SHANGHAI

BERLIN

BEIJING

NOVOSIBIRSKEDINBURGH

NEW YORK

NEWZOO HQAmsterdam

NEWZOO ASIAShanghai

TEL AVIV

MAIN OFFICES

PARTNER OFFICES

© copyright Newzoo�6

MOST WATCHED ESPORTS TITLESON TWITCH AND YOUTUBE GAMING | JANUARY – APRIL 2018

87,0%

53,1%

54,4%

71,9%

38,7%

13,0%

46,9%

45,6%

28,1%

61,3%

91,1%8,9%

108.0M 68.1M

107.8M 275.9M

71.2M 84.9M

58.7M 66.4M

17.6M 117.7M

3.9M 39.8M

#1

#2

#3

#4

#5

#12

ESPORTS HOURS OTHER HOURS

�7 © copyright Newzoo | source: Special Eurobarometer 386: Europeans and their Languages

WHAT IS ESPORTS?DEFINITION AND SCOPE

VIEWING PARTICIPATING

CONSUMER STREAMING

REGIONAL AND NATIONAL LEAGUES

THE ‘OLYMPIC’ EVENTS

PLAYING (COMPETITIVE) GAMES

PARTICIPATING IN ONLINE TOURNAMENTS

PARTICIPATING IN LAN TOURMANENTS

�8 © copyright Newzoo | source: Special Eurobarometer 386: Europeans and their Languages

�9

2.4Bn GAMERS

2.2Bn FANS

$138Bn REVENUES

$140Bn REVENUES

165MENTHUSIASTS

$694MBRAND INV.

GAMES SPORTSESPORTS

11 © copyright Newzoo

© copyright Newzoo�10

WHAT IS SPECIAL?

$2.2M is more per player than for the

2018 Soccer World Cup winning players.

$23M was crowd funded by $2.50 of every $10.00 donation, making Valve $69M

$25MPRIZE POOL

$11MWINNING TEAM

WHAT IS SPECIAL?

+$1Bn -$1Bn

12 © copyright Newzoo

© copyright Newzoo

ESPORTS IS COMMUNITY DRIVEN

�11

THE LARGEST COMPETITIONS INVOLVE THE COMMUNITY AND GROW TOGETHER

2010 2011

© copyright Newzoo

COMMUNITY DRIVEN

�1214 © copyright Newzoo

VIEWERS: 70% WATCH ONLY ONE FRANCHISESIMILARLY, 69% OF GAMERS PLAY ONLY ONE OF THESE THREE KEY ESPORTS FRANCHISES

Source: © Copyright Newzoo 2017 | Esports Consumer Insights | Online Population Age 10-65 | April 2017

PLAYER OVERLAP***

OVERLAP LOL – CS:GO – DOTA2

VIEWER OVERLAP**

OVERLAP LOL – CS:GO – DOTA2

** Consumers who have viewed esports content of at least one of the three franchises from professional leagues or events in the past twelve months.*** Consumers aged 10-65 who have played at least one of the three games in the past three months.

24%32%

5%6%

ONLY LOL ONLY CS:GO

ONLY DOTA2

ALL THREE

LOL + CS:GO

CS:GO + DOTA2LOL + DOTA2

8%

13%

11%

25%37%

5%4%

ONLY LOL ONLY CS:GO

ONLY DOTA2

ALL THREE

LOL + CS:GO

CS:GO + DOTA2LOL + DOTA2

8%

13%

8%

COUNTRY SCOPEUS, CA, UK, DE, FR, IT, ES, SE, NL, BE

THESE INSIGHTS ARE AVAILABLE FOR 28 INDIVIDUAL COUNTRIES AND ALLOW DEEPER PROFILING USING 100+ VARIABLES

ESPORTS AUDIENCE REACH*

* Share of all viewers that watched esports content from professional leagues or events of the specific franchise in the past twelve months.

32%

26%13%

The player overlap is very similar to that of viewers.

�13

THE ESPORTS AUDIENCE IN THE NETHERLANDS IS FORECASTTO REACH 1.5 MILLION IN 2018 AND 2.1 MILLION BY 2021.

�14 © copyright Newzoo | 2018 Global Esports Market Report

15%

53%

18%

14%

0.4M

0.9M

0.4M 0.5M

1.0M0.7M

1.4M

0.8M

YoY+16.8%

YoY+6.2%

CAGR2016-2021

+11.5%

©2018 Newzoo

NAM EU APAC REST OF WORLD

Asia-Pacific will account for

53%of Esports Enthusiasts

in 2018

©Newzoo | 2018 Global Esports Market Report

ESPORTS AUDIENCE GROWTHTHE NETHERLANDS | FOR 2016, 2017, 2018, 2021

OCCASIONAL VIEWERS

ESPORTS ENTHUSIASTS

165M2018

TOTAL AUDIENCE

TOTAL AUDIENCE

TOTAL AUDIENCE

2016 2018 20212017

�15

© copyright Newzoo | 2017 Consumer Insights Gamers

55% of Esports

Enthusiasts in the Netherlands have a

HBO or WO education level.

A DESIRABLE DEMOGRAPHIC AGE GENDER OF ESPORTS ENTHUSIATS | U.K.

AGE GENDERESPORTS ENTHUSIASTS AGED 10-65

4%8%

11%

2%

29%

35%

11% M10-20

M21-35

M36-50

F10-20

F21-35

F36-50

M51-65

F51-65

�16

POPULARITY OF (E)SPORTS BY AGEAMONG MILLENNIALS | DUTCH POPULAR SPORTS* AND ESPORTS**

0%

15%

30%

45%

60%

10-20 21-35 36-50 51-65

OF ALLMILLENNIALS

7%WATCHESESPORTS

ESPORTS

HOCKEY

TENNIS

FOOTBALL

*Includes Dutch respondents who have indicated that they have viewed the sport in the past three months.**Includes Dutch respondents who have indicated that they watch esports content at least once per month (Esports Enthusiasts).

Derived from Newzoo’s Esports Consumer Insights performed in 27 countries.

59%of Dutch football viewers are

overthe age of 35

vs. 26% for esports

�17

Over 90% of the Dutch population is able to converse in English.

�18 © copyright Newzoo | source: Special Eurobarometer 386: Europeans and their Languages

© Copyright Newzoo | 2018 Consumer Insights Games

LOCAL FAVORITES

�19

TOP FIVE WATCHED ESPORTS GAMES BY ESPORTS ENTHUSIASTS | NL | 2018

#1

#2

#3

#4

#5

ESL BENELUX

Various games

EDIVISIE

FIFA

DUTCH COLLEGE LEAGUE

League of Legends

MIJNDOMEIN MASTERS

Counter-Strike: Global Offensive

DUTCH DOTA CHAMPISONSHIPS

DOTA 2

R6: SIEGE BENELUX CHAMPIONSHIPS

Rainbow Six: Siege

© Copyright Newzoo

TOP TIER EVENTS ATTRACT A LARGE AUDIENCEEU SPRINGS SPLIT FINALS 2016 IN AHOY ROTTERDAM

EU LCS Summer Split Finals

Ahoy Rotterdam

European competition

2 Sold out days with 6000 attendees

Finals of Europe's top tier League of Legends league were held in Ahoy, Rotterdam.Both days were sold out for 6000 live attendees.

�20

© copyright Newzoo 2017 | 2018 Global Esports Market Report & 2017 Consumer Insights Gamers

THE LATENT POTENTIAL OF THE NL ESPORTS MARKETSHARE OF ESPORTS ENTHUSIASTS AND GAMERS IN ONLINE POPULATION | SK, US, ES, NL

If the Netherlands catches up with the U.S. by 2020, it will have over

3X as many Esports Enthusiasts as it

has in 2018.

Share of Esports Enthusiasts in Online Population

Share of gamers in Online Population

46%

62%67%

60%

2,9%7,3%8,1%10,0%

POPULARITY OF ESPORTS AND GAMINGESPORTS ENTHUSIASTS AND GAMERS AS SHARE OF ONLINE POPULATION

�21

- 1. ESPORTS FANS ARE YOUNG, HIGHLY EDUCATED, AND DIGITAL- 2. UNDERSTAND AND FOCUS ON THE COMMUNITY- 3. THERE IS MORE TO ESPORTS THAN FIFA- 4. BENEFIT FROM THE DUTCH MARKET’S LATENT POTENTIAL

�22 © copyright Newzoo