Embracer Group Mergers and Acquisitions Presentation Deck
> Assumptions around IDFA changes (accounted in LTV and financial models)
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> Targeting and attribution will be impacted
Estimating CPMs to drop significantly in the initial months with some recovery
going forward
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Most users will choose not to opt-in for IDFA access
Incoming IDFA Potential Impact
Nevertheless, Easybrain business is expected to continue growing due to
accumulated sticky audiences, organic and paid search traffic, cross-promotion
UA spend / install volume will decrease
In addition, the following opportunities can lead to accelerated growth:
>
> Potential attribution solutions
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> Continuous product improvements
Live Ops
New products
Source: Company Bl system
(1) As of 2020
Net Revenue by Platform(¹)
36%
iOS
64%
Google Play
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