Pursuing Profitable Growth

43 33 IMPROVING USER ACQUISITION MARKETING EFFICIENCY Key Driver is optimizing current traffic sources and growing organic Key Risks include traffic quality from newer sources and media cost inflation Key Upsides include better than expected price elasticity, Aarki performance improvements and cloud gaming Note: UAC indexed to Q1'18. $ in millions $150 $100 $50 100% CV-19 Impact 214% $27.0 $25.6 $16.3 $11.3 $11.4 $13.5 $4.2 $5.7 $7.2 $7.6 $0 $54.3 $55.2 $47.0 $43.6 $40.5 $85.6 Q1'18 Q2'18 Q3'18 Q4'18 Q1'19 Q2'19 Q3'19 Q4'19 Q1'20 Q2'20 Q3'20 Q4'20 Q1'21 Q2'21 Q3'21 Q4'21 -Indexed UAC User Acquisition skillz

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