PowerPoint 프레젠테이션 - nhnent.com

1 2013 1. 1. 2. 2. 1. 2. 3. & 1. 2. 3. 4. 4. 5. Appendix 2 1998 NOV ( ) 1999 DEC 2000 JUL ( ) 2000 SEP , 1 2001 MAR 2001 SEP NHN( ) , 2006 DEC ISO27001 2008 APR , 2011 JAN TERA , 2011 AUG , , , , , 5 2012 SEP , 2013 MAR NHN( ) 2013 AUG NHN KOSPI (IPO 8 29 ) / ABOUT US 3 , CEO - CEO, NHN - - - - ( )SK - / ABOUT US - CFO, NHN Japan - - ( ) - - , CFO 4.

2 102 103 112 114 119 124 20092010201120122013E2014E(USD b) 20092010201120122013E2014E(USD b) + + : / INDUSTRY OUTLOOK - : 5 : 8 10 13 16 18 20 20092010201120122013E2014E(USD b) / INDUSTRY OUTLOOK 20092010201120122013E2014E(USD b) (21% CAGR) (40% CAGR) - : ; NHN - : 6 3. & / OUR STRATEGY Lesson 1. Lesson 2. , ( ) 7 3. & / OUR STRATEGY DNA 2 3 1 Our Strategy Upside & Downside 8 737 (1,263, ) 427 (665, ) 21 2 499 / OUR STRATEGY.

3 1) M&A 1) 4,000 2) 3) / 2) 3) (2013 7 2,450 ) 2013 7 2014 2,000 Jun-13 Dec-13 EDevelopmentOperation9 / OUR STRATEGY 10 01 02 03 A B C Card Battle / Launched Jun, 2013 SNG / Launched Feb, 2013 2 SNG sports / Launched Sep, 2012 1 1) 2013 6 Mobile sports / Launched Sep, 2012 LINE Puzzle / Launched Apr, 2013 LINE POP Puzzle / Launched Dec, 2012 1 : / OUR STRATEGY 600 : 330(NHN ) + 100( ) + 100(NHN PlayArt) + 50( )1) 11 12 / OUR STRATEGY : ( 21 ) *Global Genre: Fishing / 4Q13 *Global Genre: SNG / 4Q13 Genre: Arcade / 3Q13 Genre: Running / 4Q13 Genre: sports Simulation / 4Q13 Genre: TCG / 4Q13 Genre: Action RPG / 4Q13 Genre: Running / 4Q13 Action / Launched Dec, 2012 TCG / Launched Jul, 2013 : / OUR STRATEGY Mobile RPG / Launched May, 2013 MMORPG / Launched Feb, 2010 PC Action / Launched Sep, 2012 RPG / Launched Jun, 2010 13 14 / OUR STRATEGY : ( 24 ) for Kakao Genre: Puzzle / Developer: Treenod / 4Q13 Genre: RPG / Developer.

4 Delusion / 4Q13 * Genre: Action / Developer: Hidea / 4Q13 * Genre: SNG / Developer: Innospark / 1Q14 Genre: Casual / Developer: DDD Game / 3Q13 2 Genre: sports / Developer: Bluepepper / 1Q14 (ASTA) PC Online Genre: MMORPG / Developer: Polygon / 4Q13 EOS: Echo of Soul PC Online Genre: MMORPG / Developer: Nvius / 3Q13 : / OUR STRATEGY P l a y A r t U S A IP Service & Technology S I n g a p o r e 15 C H I N A ( ) China 100% Japan 60% N. America 70% : / OUR STRATEGY SE Asia 81% Korea 0% - : Brazil 100% Australia 90% S. Africa 80% ( ) Europe 88% 16 4. : / OUR STRATEGY 1H 1H 2H 2H 20122013E1H 1H 2H 2H 20122013E17 4.

5 : / OUR STRATEGY PC 55% 50% 46% 37% 45% 50% 48% 40% 6% 23% 2010201120122013E18 4. : / OUR STRATEGY 1H 1H 2H 2H 20122013E32% 30% 20122013E19 [ ] [ ] / APPENDIX 20 Jan-12 Apr-12 Jul-12 Oct-12 Jan-13 Apr-13 Jul-13 Jan-12 Apr-12 Jul-12 Oct-12 Jan-13 Apr-13 Jul-13 [PC+ ] [PC+ ] / APPENDIX 21 Jan-11 Jul-11 Jan-12 Jul-12 Jan-13 Jul-13 Jan-11 Jul-11 Jan-12 Jul-12 Jan-13 Jul-13 / APPENDIX NHN PlayArt ( ) 100% 100% NHN 100% NHN 100% NHN USA 100% 22 / APPENDIX KOSPI 181710 KS 15,165,025 (2013 7 ) 737 ( ) 2,450 ( ) - 737 (NHN )

6 - 427 (NHN PlayArt, ) 629 2013 7 31 23 Naver Corp., Executives, Korea National Pension, Domestic Institutions (ex-KNP), Others, Overseas Institutions, / APPENDIX 24 ( ) 1Q12 2Q12 3Q12 4Q12 1Q13 2Q13 167,277 147,031 155,249 155,783 166,108 158,417 By business PC 151,271 131,793 140,579 133,133 135,183 120,853 8,309 6,911 6,338 18,021 26,790 34,123 7,697 8,326 8,331 4,628 4,135 3,441 By region 103,508 87,955 93,295 92,134 112,482 109,220 61,237 56,788 59,466 62,625 52,416 48,125 2,532 2,287 2,488 1,024 1,210 1,072 116,347 103,237 102,872 105,159 103,649 105,473 45,892 40,516 41,793 44,946 47,400 51,971 48,119 45,005 41,016 37,902 36,856 37,476 7,943 3,608 6,395 9,521 6,446 4,308 3,626 4,364 3,724 3,912 3,852 3,420 10,768 9,744 9,945 8,877 9,094 8,298 50,930 43,794 52.

7 377 50,624 62,459 52,943 : / APPENDIX 25 Mobile *JP , US , SEA LINE Dozer *JP Arcade 3Q13 Orangecrew Revenant Gate for LINE *JP MORPG 3Q13 NHN PlayArt Disney Tsumu Tsumu *JP Action RPG 3Q13 NHN PlayArt Chocotoland for Android *JP RPG 3Q13 NHN PlayArt LINE Chaser *JP Running 4Q13 Orangecrew LINE Runner *JP Running 4Q13 Orangecrew LINE Loop *JP Puzzle 4Q13 NHN PlayArt Fish Island for LINE *JP Fishing 4Q13 NHN Entertainment Wooparoo Mountain for Gree *JP SNG 4Q13 NHN Entertainment Seven Days War TCG 4Q13 Orangecrew Rainbow Chaser Running 4Q13 Orangecrew i-Monster for Kakao SNG 4Q13 Orangecrew Idol Dream: Boys *JP, SEA TCG 4Q13 NHN Entertainment Football Day sports 4Q13 NHN Entertainment The Brain Puzzle 4Q13 NHN Entertainment Mahjong *JP Puzzle 4Q13 NHN PlayArt 1 Minute RPG *JP Action RPG 4Q13 NHN PlayArt Daisenryaku Web *JP Simulation 4Q13 NHN PlayArt Full Metal Alchemist *JP Social RPG 4Q13 NHN PlayArt Team Monster *JP, US, SEA Action RPG 4Q13 DancingAnchovy Team Zombie Shooting Action 4Q13 DancingAnchovy.

8 / APPENDIX 26 Drakensang Online Web RPG 3Q13 Bigpoint KR EOS RPG 3Q13 NVIUS KR, JP, NA, SA, EU ASTA RPG 4Q13 Polygon Games KR, JP, US, EU PAL Online RPG 4Q13 Dream Network KR Game Party for Kakao Casual 3Q13 DDD Game Global Bird Island for Kakao SNG 3Q13 Crecat Soft KR, JP Pokopang for Kakao Puzzle 4Q13 Treenod KR My Tower Story for Kakao SNG 4Q13 Zepetto Global Wara Store for Kakao SNG 4Q13 Global Candy Punch for Kakao Racing 4Q13 Purumiru Global Goblin Hunter RPG 4Q13 Troll Games Global Seven Spirit RPG 4Q13 30 Games Global Legions TCG 4Q13 Dryad Global Gang Road TCG 4Q13 Applibot KR Puzzle Run for Kakao Puzzle 4Q13 Qoolly Global Run and Hit 2 sports 4Q13 Bluepepper Global MontaWars 2 TCG 4Q13 BUFFSTONE Global Warrior s Forest Casual 4Q13 Blue Interactive Global Seven Dragons TCG 4Q13 Sunground KR KrazyKlub for Kakao Casual 4Q13 IDO Games Global God of Highschool TCG 4Q13 Daya

9 Edutainment Global NA ( ), SA ( ) PC Mobile