Online Gambling Quarterly Q3/2015

Transcription

1 Online Gambling Quarterly Q3/2015 Comprehensive quarterly report analysing updated benchmarks, KPIs, trends,... covering all sectors of the online gambling industry Q3/2015 analyses incl. Q2/2015 and H1/2015 financial data London/Munich, September 2015

2 Summary Based on our well-received Online Gambling Benchmarking Study, we have been asked by many clients to monitor the online gambling industry also on a quarterly basis. We are happy to comply with this request and are now publishing our Online Gambling Quarterly reports. We are happy to announce the release of our newest Quarterly Online Gambling Report - Q3/2015. In addition to the financial analyses, our quarterly report again covers many online gambling industry benchmarks, KPIs, and topics from key company sectors, such as finance, marketing, strategy,... Content of report This new regular report offers unprecedented insights into the industry, including: Strategic issues Strategic topics, such as overall industry climate, trends, forecasts, analyst recommendations, stock development,... Financial benchmarks Quarterly (Q2/2015) and half-year (H1/2015) revenue benchmarks (growth, margins, ARPUs,...) broken down by segments/verticals, EBIT and cost benchmarks,... Marketing benchmarks Social benchmarks (e.g., number of Facebook Likes and Twitter Followers,...), SEO benchmarks (e.g., Google ranking analyses in key countries and segments), affiliate marketing benchmarks (e.g., top online gambling advertisers/brands on affiliate websites), Product-related topics and benchmarking Growth potential for selected products (incl. social and mobile), benchmarking of product offers, such as number of bets, casino games, lotto and numbers games,... Analyses of regions and regulated markets Regional analyses, such as the level of internationalization and in-depth coverage of regulated markets (France, Denmark, Spain) including quarterly revenues, ARPUs,... In total, the report has 95 pages and 138 graphs/exhibits. More detailed insights will be presented in our regular mailings (to subscribe, click here). Table of contents Part 1 Online gambling industry climate, trends, and forecasts 1 Online gambling industry climate 2 Key trends and topics 2.1 Winners and losers who will gain/lose market shares? 2.2 Overall trends 2.3 Mobile gambling KPIs - revenue share, growth, Mobile gambling revenue - Cannibalisation or new business? 3 Revenue forecasts (total and segments/verticals) 4 Stock developments 5 Analyst recommendations Part 2 Financial figures and key performance indicators 6 Introduction 7 Total revenue development 7.1 Analyses of quarterly revenue 7.2 Growth comparison between segments/verticals betting, casino, and poker 7.3 Half-year analyses 8 Betting revenue development 8.1 Quarterly revenue analyses 8.2 Half-year analyses 9 Poker revenue development 9.1 Quarterly revenue analyses 9.2 Half-year analyses 10 Casino revenue development 10.1 Quarterly revenue analyses 10.2 Half-year analyses 11 Active players/customers and ARPUs 11.1 Total number of active players 11.2 Total ARPU (across all segments/verticals) Copyright Strictly Enforced 2

3 12 EBIT / operating profit benchmarks (growth & margins) 12.1 Quarterly EBIT / operating profit analyses 12.2 Half-year analyses 12.3 Operating profit margin 13 Marketing cost benchmarks Part 3 Marketing analyses 14 Social marketing benchmarks 14.1 Overview and introduction 14.2 Twitter benchmark analyses 14.3 YouTube benchmark analyses 15 SEO benchmarking which operators are doing the best job in SEO? 15.1 Overall SEO benchmarking (across verticals/segments, brands, and key countries) 15.2 Germany-specific SEO benchmarking 15.3 Spain-specific SEO benchmarking 15.4 Italy-specific SEO benchmarking 15.5 France-specific SEO benchmarking 15.6 U.K.-specific SEO benchmarking 15.7 Sweden-specific SEO benchmarking 16 Affiliate marketing benchmarking 16.1 The top online gambling advertisers/brands on affiliate websites in Europe 16.2 Betting-specific affiliate benchmarking 16.3 Poker-specific affiliate benchmarking 16.4 Casino-specific affiliate benchmarking Part 4 Product analyses 17 Betting offers - benchmarking 17.1 Overview 17.2 Operators with the widest range of football betting offers 17.3 Overall number of bets/markets 17.4 Football/soccer bets 17.5 Other sports bets tennis, basketball, ice hockey, 18 Casino games/offers - benchmarking 18.1 Overview 18.2 Operators with the widest range of online casino offers 18.3 Analyses of casino games table games, slots, 18.4 Live dealer games 19 Lotto, numbers games, and scratch games - benchmarking 19.1 Overview 19.2 Operators offering the widest range of lotto and numbers games 19.3 Analyses of games scratch, keno, numbers games, Part 5 Regions and regulated markets analyses 20 Geographical analyses 21 Overview and comparison of regulated markets 21.1 Comparison of per-capita spending 21.2 Online betting development 21.3 Online poker development 22 French online gambling market 22.1 Overall market development 22.2 Online betting in France 22.3 Online poker in France 23 Danish online gambling market Exhibits Part 1 Online gambling industry climate, trends, and forecasts Exhibit 1: The current and future business climate of the online gambling industry Survey results Exhibit 2: Development of the assessment of the current industry climate Survey results Exhibit 3: Development of the assessment of the future industry climate Survey results Exhibit 4: Development of the online gambling business climate Survey results Exhibit 5: Future winners and losers in the online gambling market Survey results Exhibit 6: Growth potential of selected new markets and topics Survey results Copyright Strictly Enforced 3

4 Exhibit 7: Effects of the ongoing consolidation Survey results Exhibit 8: Mergers/acquisitions and their potential financial success in the future Survey results Exhibit 9: Growth potential of the key online gaming/gambling products Survey results Exhibit 10: Mobile revenue in % of total revenue Q2/2015 Exhibit 11: Mobile betting stakes/revenues in % of total stakes/revenues Q2/2015 Exhibit 12: Mobile casino/gaming revenues in % of total revenues Q2/2015 Exhibit 13: Development of mobile share of betting stakes/revenue - Q4/2013 to Q2/2015 Exhibit 14: Where does mobile gambling revenue come from - new business or cannibalisation? Survey results Exhibit 15: What % of the mobile revenue is new/additional revenue and what is cannibalization of existing revenue Survey results Exhibit 16: Mobile data of online gambling operators in Q2/2015 Exhibit 17: Overview of companies included in the analyses Exhibit 18: Forecast for total net revenue (all segments) growth development for H and H Exhibit 19: Forecast for betting net revenue growth development for H and H Exhibit 20: Quarterly poker net revenue development and forecast Q1/2011 to Q3/2015 Exhibit 21: Quarterly poker net revenue growth rate development and forecast Q2/2012 to Q4/2015 Exhibit 22: Forecast for casino net revenue growth development for H and H Exhibit 23: 3-month share development of key online gambling companies in comparison Exhibit 24: 3-month growth rates of shares of online gambling companies in comparison Exhibit 25: Analyst recommendations of key online gambling operators Exhibit 26: Analyst recommendations comparison online only vs. online and retail gambling operators Part 2 Financial figures and key performance indicators Exhibit 27: Quarterly total revenue growth benchmarking Q2/2015 Exhibit 28: Quarterly total revenue growth benchmarking Q2/2012 to Q2/2015 Exhibit 29: Development of quarterly total revenues Q1/2011 to Q2/2015 Exhibit 30: Growth comparison between segments betting, casino, and poker Q1/2011 to Q2/2015 Exhibit 31: Half-year total revenue growth benchmarking H Exhibit 32: Half year total revenue growth benchmarking H to H Exhibit 33: Quarterly betting revenue growth benchmarking Q2/2015 Exhibit 34: Quarterly betting revenue growth benchmarking Q2/2012 to Q2/2015 Exhibit 35: Development of quarterly betting revenues Q1/2011 to Q2/2015 Exhibit 36: Half-year betting revenue growth benchmarking H Exhibit 37: Half-year betting revenue growth benchmarking H to H Exhibit 38: Quarterly poker revenue growth benchmarking Q2/2015 Exhibit 39: Quarterly poker revenue growth benchmarking Q2/2012 to Q2/2015 Exhibit 40: Development of quarterly poker revenues Q1/2011 to Q2/2015 Exhibit 41: Half-year poker revenue growth benchmarking H Exhibit 42: Half-year poker revenue growth benchmarking H to H Exhibit 43: Quarterly casino revenue growth benchmarking Q2/2015 Exhibit 44: Development of quarterly casino revenues Q1/2011 to Q2/2015 Exhibit 45: Half-year casino revenue growth benchmarking H Exhibit 46: Half-year casino revenue growth benchmarking H to H Exhibit 47: Total active players (across all segments/verticals) quarterly growth benchmarking Q2/2015 Exhibit 48: Total active players (across all segments/verticals) benchmarking Q1/2011 to Q2/2015 Exhibit 49: Quarterly total ARPU benchmarking Q2/2011 to Q2/2015 Exhibit 50: Quarterly EBIT/operating profit growth benchmarking Q2/2015 Exhibit 51: EBIT / operating profit development Q1/2011 to Q2/2015 Exhibit 52: Half-year EBIT/operating profit growth benchmarking H Exhibit 53: Half- year EBIT / operating profit development H to H Exhibit 54: Half-year EBIT margins benchmarking H Exhibit 55: Half-year marketing costs growth rates of online gambling operators H Exhibit 56: Marketing costs development Q2/2013 to Q2/2015 Copyright Strictly Enforced 4

5 Part 3 Marketing analyses Exhibit 57: Example of Twitter page of online gambling operator Exhibit 58: Example of YouTube channel of online gambling operator Exhibit 59: Number of Twitter Followers of online gambling operators Twitter pages Exhibit 60: Growth development of Twitter Followers in the online gambling industry Exhibit 61: Number of Twitter Tweets of online gambling operators Twitter pages Exhibit 62: Growth development of Twitter Tweets in the online gambling industry Exhibit 63: Number of YouTube subscribers of online gambling operators YouTube pages Exhibit 64: Growth development of YouTube subscribers in the online gambling industry Exhibit 65: Number of YouTube Video views of online gambling operators YouTube pages Exhibit 66: Google France search results for online casino Exhibit 67: SEO benchmarking (across segments/verticals, brands, and key countries) of key online gambling operators Exhibit 68: Top Google rankings and changes in Germany for sportwetten (sports betting) Exhibit 69: Top Google rankings and changes in Germany for poker Exhibit 70: Top Google rankings and changes in Germany for online casino Exhibit 71: Top Google rankings and changes in Spain for apuestas (betting/bets) Exhibit 73: Top Google rankings and changes in Spain for online casino Exhibit 72: Top Google rankings and changes in Spain for poker Exhibit 74: Top Google ranking and changes in Italy for scommesse (betting) Exhibit 76: Top Google rankings and changes in Italy for online casino Exhibit 75: Top Google rankings and changes in Italy for poker Exhibit 77: Top Google rankings and changes in France for paris sportifs (betting/bets) Exhibit 78: Top Google rankings and changes in France for online casino Exhibit 79: Top Google rankings and changes in France for poker Exhibit 80: Top Google rankings and changes in the U.K. for betting Exhibit 81: Top Google rankings and changes in the U.K. for poker Exhibit 82: Top Google rankings and changes in the U.K. for online casino Exhibit 83: Top Google rankings and changes in the Sweden for odds Exhibit 84: Top Google rankings and changes in the Sweden for poker Exhibit 85: Top Google rankings and changes in the Sweden for online casino Exhibit 86: Example of affiliate page and featured online gambling operators Exhibit 87: The top advertisers/brands (gambling websites) on affiliate websites Exhibit 88: Top affiliate betting advertisers/brands (websites) in key European markets Exhibit 89: Top 20 affiliate betting advertisers/brands (websites) in Germany, Spain, Italy, France, Sweden, and the U.K. Exhibit 90: Top affiliate poker advertisers/brands (websites) in key European markets Exhibit 91: Top 20 affiliate poker advertisers/brands (websites) in Germany, Spain, Italy, France, Sweden, and the U.K. Exhibit 92: Top affiliate casino advertisers/brands (websites) in key European markets Exhibit 93: Top 20 affiliate casino advertisers/brands (websites) in Germany, Spain, Italy, France, Sweden, and the U.K. Part 4 Product analyses Exhibit 94: Examples of listings of bet/markets per league and sport Exhibit 95: Overview of number of bets/markets offered for various leagues and sports - benchmarking analysis Exhibit 96: Overall benchmarking and ranking of online football betting offers Exhibit 97: Overall number of bets/markets benchmarking analysis Exhibit 98: Percentage share of football/soccer bets/markets of total benchmarking analysis Exhibit 99: Overall number of football/soccer bets/markets in top leagues benchmarking analysis Exhibit 100: Overall number of football/soccer bets/markets development Exhibit 101: Overall number of Premier League bets/markets benchmarking analysis Exhibit 102: Overall number of Bundesliga bets/markets benchmarking analysis Exhibit 103: Overall number of Primera Liga bets/markets benchmarking analysis Exhibit 104: Overall number of Seria A bets/markets benchmarking analysis Exhibit 105: Overall number of Ligue 1 bets/markets benchmarking analysis Exhibit 106: Overall number of tennis bets/markets benchmarking analysis Exhibit 107: Overall number of basketball bets/markets benchmarking analysis Exhibit 108: Overall number of ice hockey bets/markets benchmarking analysis Exhibit 109: Overall number of handball bets/markets benchmarking analysis Copyright Strictly Enforced 5

6 Exhibit 110: Overview of number of casino games offered by category benchmarking analysis Exhibit 111: Overall benchmarking and ranking of online casino game offers Exhibit 112: Number of table games offered benchmarking analysis Exhibit 113: Number of jackpot games offered benchmarking analysis Exhibit 114: Number of slot games offered benchmarking analysis Exhibit 115: Number of video poker games offered benchmarking analysis Exhibit 116: Overview of lotto, numbers games, and scratch games benchmarking analysis Exhibit 117: Overall benchmarking and ranking of online lotto and numbers games Exhibit 118: Number of scratch games offered benchmarking analysis Exhibit 119: Number of numbers games offered benchmarking analysis Exhibit 120: Number of keno games offered benchmarking analysis Exhibit 121: Number of bets on lottery results offered benchmarking analysis Part 5 Regions and regulated markets analyses Exhibit 122: Number of languages offered on online gambling websites benchmarking analysis Exhibit 123: Online sports betting comparison France vs. Italy vs. Spain gross revenue per capita Exhibit 124: Online poker comparison France vs. Italy vs. Denmark vs. Spain gross revenue per capita Exhibit 125: Online sports betting comparison France, Italy, Spain Q2/2012 to Q2/2015 (gross revenue) Exhibit 126: Online sports betting comparison France, Spain vs. Italy growth rates until Q2/2015 Exhibit 127: Online poker comparison France, Italy, Spain, Denmark Q1/2011 to Q2/2015 (gross revenue) Exhibit 128: Online poker comparison France, Italy, Spain, Denmark growth rates until Q2/2015 Exhibit 129: French online gambling market gross revenue segment breakdown Q2/2013 to Q2/2015 Exhibit 130: License holders in the French online gambling market Exhibit 131: French online sports betting market wagers, gross revenue, net revenue, margins Q2/2013 to Q2/2015 Exhibit 132: French online poker market gross revenue and net revenue Q2/2013 to Q2/2015 Exhibit 133: Danish betting and online casino/poker market - Q2/2013 to Q2/2015 (gross revenue) Exhibit 134: Danish online poker market - Q2/2013 to Q2/2015 (gross revenue) Exhibit 135: Company size (gross revenues) of licensees in the Danish gambling market Exhibit 136: List of licensees in the Danish gambling market Exhibit 137: Industry background of MECN survey participants Exhibit 138: List Twitter and YouTube pages analysed List of mentioned/analysed companies 888 LAE 32Red Lotto24 Austrian Lotteries Lottomatica Amaya Mr Green Bet 365 Net Entertainment Bet-at-home Net Gaming Betfair Neteller Betsson NetPlay TV BwinParty Norsk Tipping Caesars Interactive Paddy Power Cherry PAF Internet Churchill Downs Playtech FDJ SCML Fortuna Sisal France Pari Spain total (DGOJ) France total (ARJEL) Svenska Spel Groupe Partouche Tipp24/Zeal GVC (Gaming VC) UK Natl. Lottery - Camelot Interwetten Unibet Intertain Veikkaus Jumbo Interactive William Hill Online Ladbrokes Egaming Copyright Strictly Enforced 6

7 Sample pages of report Copyright Strictly Enforced 7

8 Order form for the report: Online Gambling Quarterly Report Q Fax to +49 (0) or +44 (0) or to Please send me an electronic version of the report : Online Gambling Quarterly Report Q Please check the offer that applies Single user license Company license One-time report (Q3 2015) Euro (excl. VAT) Euro 1, (excl. VAT) Subscription (-35%) (for more details, see bottom of page) Euro (per report - excl. VAT) Euro 1, (per report - excl. VAT) Personal Information Mr/Mrs/Dr: First Name: Last Name: Company Name: City: Address: Country: Post Code: Signature: Telephone: Company VAT/TVA/ MOMS/IVA number: Enter company tax/vat no. to avoid VAT, EU countries only. Customers from non-eu countries are always exempted from VAT/sales tax. Date: Payment Details or Please invoice my company Please charge my Visa Mastercard Amex Card No.: Expiration Date: Card Holder Name: Signature: Subscription details Annual subscription of four quarterly editions of the Online Gambling Quarterly Report (4 reports each year / per 12 months). You can cancel your subscription at any time (after a minimum of 3 reports). Your subscription is renewed automatically after one year unless you cancel it. Total subscription price per year (incl. -35% discount): Euro 2, (single user license); Euro 4, (company license). Contact us For questions, please contact [email protected] London / UK 207 Regent Street 3rd Floor London W1B 3HH United Kingdom Tel.: +44 (0) Fax.: +44 (0) [email protected] Munich / Germany MECN Germany Fürstenrieder Str. 279a Munich Germany Tel.: +49 (0) Fax.: +49 (0) [email protected]