ANNUAL INVESTOR DAY
Jeff Fisher, SVP, GeForce Business Unit
XBOX ONE PS4 MOBILE PC
Gaming is a $100B+ Market
Source: NewZoo, DFC Research, NVIDIA
0
10
20
30
40
50
60
Most Important Platforms: PC and Mobile Percent of Developers Targeting Their Next Game
(Per Platform)
Source: GDC survey, February 2014
XBOX ONE PS4 MOBILE PC
PC Gaming is Global
EUROPE, MIDDLE-EAST, & AFRICA ASIA-PACIFIC NORTH AMERICA
$3.9B
LATIN AMERICA
$1.3B $4.6B $14.8B
Source: NewZoo 2014, Game Revenue Data
Why PC? Open Platform
Innovative Business Models Scalable/Upgradable
0
1000
2000
4000
8000
16000
2005 2010
Titan Z
GTX 680
PS4
GFLO
PS
5.5x
2015
Subscription
Free To Play
ESports
Commerce
$0
$200
$400
$600
$800
$1,000
$1,200
$1,400
$1,600
FY10 FY11 FY12 FY13 FY14
Our Gaming Business
Units
Revenue
GeForce Gaming GPU Revenue
Gaming
OEM
61%
26% 15%
FY14
An incredible bit of software and important for PC gaming
“ ”
GEFORCE EXPERIENCE
Over 30 Million Users
1.8 Million Hours Captured
13 BILLION MINUTES WATCHED PER MONTH
74 MILLION SUBSCRIBERS
NVIDIA ShadowPlay Capture Your Greatest Gaming Moments
A NEW CLASS OF ENTRY GEFORCE GTX GAMING GPUS
GEFORCE GTX 750 Series
MAXWELL 1st Generation
2X Performance 1/2 Power
GTX550Ti GTX750Ti GTX550Ti GTX750Ti
100%
220%
116W
60W
GeForce GTX800 Enables a New Class of Gaming Notebook
GTX 580 World’s Fastest Gaming NB 55mm High
GTX 850 Entry Gaming Notebook 22mm High
30% Faster The King of Gaming Notebooks
0.0x
0.5x
1.0x
1.5x
2.0x
2.5x
3x in 3 Years
2011 2012 2013 2014e
Gaming Notebooks
All Notebooks
Sleek New Designs
1080p+ Gaming
Full Featured
Longer Battery Life
Gaming Notebook Volume Source: NVIDIA
All Notebook Source: Gartner Dec ‘13
Gaming Notebook Growth
JOHAN ANDERSSON
Our games have never looked or played better. G-SYNC just blew me away!
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JOHN CARMACK
Once you play on a G-SYNC capable monitor, you’ll never go back.
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TIM SWEENEY
[G-SYNC] is like using an iPhone for the first time.
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Game Frame Rates Are Highly Variable
35
40
45
50
55
60
65
70
FPS
27 28 29 30 31 Scene Time (Seconds)
BF3
TEARING
NVIDIA GameStream Stream Games Directly To
GameStream Ready Devices
ANNUAL INVESTOR DAY
Tony Tamasi, SVP, Content and Technology
300 Visual Effects Engineers
Groundbreaking GameWorks Library
World-class Developer Tools
VR NVIDIA GameWorks
Biggest GDC Ever
Game Developer Conference 2014
DirectX 12 Unreal Engine 4
