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Investor Presentaiton

27% Jan-15 Mar-15 May-15 Jul-15 Source: Bespoke Intel Survey Research February 2020. Sep-15 Nov-15 Jan-16 Mar-16 May-16 Jul-16 Sep-16 Nov-16 Jan-17 Mar-17 Physical -Digital Despite recent digital share gains, largely driven by increased market share by highly digital games Fortnite and Minecraft, due to slow game launches, digital penetration has plateaued May-17 Jul-17 Sep-17 Nov-17 Jan-18 Mar-18 May-18 Jul-18 Sep-18 Nov-18 45% 46% 42% 39% 38% 40% 39% 39% 40% 41% 38% 41% 39% 42% 40% 35% 34% 29% Jan-19 Mar-19 May-19 due to slow traditional game launches Recent trend reflective of Minecraft and Fortnite (both 50%+ digital) grabbing share Jul-19 73% 71% 65% 66% 61% 62% 61% 61% 61% 62% 60% 59% 58% 59% 61% 60% 58% 55% 54% Digital Downloads Have Slowed Share Gains Percentage of purchases made in the past year Sep-19 Nov-19 Jan-20 restore GameStop 82
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