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Google Confidential
Need-to-Know

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Context

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Deliver the best platform to
loa and—— games

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= w35

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Platform expansion and commoditization

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“Lock in” and “lock out” factors

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Ld Ci -

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Google's Game Platform

Win the hearts and minds of 3 billion players


through incredible game experiences...

with high quality games from developers of all


kinds.

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Games are "designed" for Google's
ecosystem to get the greatest reach
bth to aharmaized experience arose
. patormsnone.Gekope
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Pbtahing othe wor ges ame ner songydemantes our ake

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Google offers full-spectrum developer
services for game making
@ equivalent of LCS/GCS for game making and growth
@ cloud powered services for game delivery and operations.

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Play on any screen
SO —
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footie 1 ;
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[EEE
Unity
Pla damb, desktop.
TVand x

frre a . 3 a

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[STR ie

platform for beyond. gameplay experiences ”

premieres
ns onion V4

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ETS
forbes

FEAR
E r COE
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[RR
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Supor-promiummede posse

bret io

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Full service provider for game making 4

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Multiplatform is an accelerator

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Current multiplatform
efforts

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This is what we showed last time

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AD

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Demand for a high-quality 5
mobile->PC game experience *

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Why I

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RL WAS)

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Link protected

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AdMob Desktop + UACrepresents additional

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|:

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[rr
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Growth oo

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Growin i

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Reference materials

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. 2021 .
Expanded v Promete Game

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# Expand the Platform

i]
[|] Fa a |

Play GamesServices
TH RR 2:
EP

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Quality Reach

GameCore ng Reach services.


ATI
ion potatoe
ibe Ootesas
ees roc mona
AE ty —

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> Promoting Game Moments

a
Enso somgmne nos
Frome tropes A
Wacol emartocn
ening iors sens Sams Hoorn

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Landscape

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Platform expansion and commoditization

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DX4303.059
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“Lock in” and “lock out” factors

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0 impostor ofthe
vent, Whats
SE
Game platform
& content
Te mga convergence is
incoming (CEE happening.

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Microsoft: platform trend example

xaoxommiBRsumunte | bilhansofplayerscanfiscmewere
weSIR = toploy” Buiig

ERG GAVERASIRl oororecrenraeraversens

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Epie: content maker trend example
0 30 percents disproportionate tothe cost
ofthe senyces these stores perform
MPL cs rials tomar with hese
EI 0... fom ts direc disibution on Mac
and pe

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Tencent: full stack example
=

9
ET
RGHBSIRE © trcovsoesos ———
naspnis 550s prs

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The Logic of the Pillars

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DX-4303.065
Why not vu

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DX-4303.066
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Considered, but not top priority for us

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Ecosystem Shifts
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ns
© _ CL
ProjectxCloud isa aow E520dus $nSOV 8
racine a

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© more
multiplatform
a
examplesof gamesinpipeline:

© Valve'sDotaUnderlords(2019,Source2engine),RiotsTeamfight
Tactics (ownengine)andLegendsofRuneterra(2020,Unity);
© indevelopment: Singularity 6' tbd (Unreal engine), Bonfire Studios tbd
(enginen/a), Super Evil Megacorp's Catalyst Black (E.V.LL. engine)
Kiang's
Seed(Unrealengine)
© More gamestreamingmovement-msft,amazon,tencent
© hitps:/iwww
jonpeddie.comipress-releases/global-pc-gaming:
hardware-market-forecast-to-surge-by-3.6-billion-in-2020-d

A A ERAAR FARES
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er DX-4303.069
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Sm:
Why this matters
User convenience, flexibility to pia on mobi /deskop |console devices.
© Mora pattorms emerge se subst.
® User rations s more then device ownership
Must demrstrate strong developer value propasitiontoreach largest audience.
®Platformswiththemostresch +simplegamedev experience remoreatractve
© Lowerentry borir and pox t runing 8 gomebusiness
© Clee ustfictionofour business models)

© Convenient for users to play games on mobile and desktop devices


(flexibility, end-to-end)
© Relationship user will change - user's will have substitutes to play
anywhere, we need to meet them where they are.
© Devs-Winon reach
© Greatestvalue fordevelopers.
© Platforms- will win on simple game dev experience: one binary,
multiple screens = lower barrier and lower costs to running a game
business.

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