Inspired Entertainment, Inc. · NASDAQ:INSE
Inspired Entertainment — Investor Presentation (February 2017)
17 slides from Inspired Entertainment's investor presentation, Feb 28, 2017
Slide 1: Investor Presentation – Inspired Entertainment, Inc. (INSE) February 2017
Investor Presentation – Inspired Entertainment, Inc. (INSE) February 2017 Investor Presentation – Inspired Entertainment, Inc. (INSE)
Slide 2: Forward-Looking Statements
PAGE 1 Forward - Looking Statements This presentation includes forward - looking statements within the meaning of the Private Securities Litigation Reform Act of 1995 . These forward - looking statements include, among others, statements regarding expectations about future business plans, prospectiv
Slide 3: Revenue and EBITDA growth poised to accelerate in 2017 and beyond
PAGE 2 Revenue and EBITDA growth poised to accelerate in 2017 and beyond 7 The Opportunity Leadership in fast - growing Virtual Sports (over $10 billion of handle) positions the company to introduce its digital products to new jurisdictions 3 Stable, contracted recurring revenue from market - leadin
Slide 4: Adjusted EBITDA is projected to grow at ~26% CAGR
PAGE 3 Adjusted EBITDA is projected to grow at ~26% CAGR on a constant currency basis from FY 2016 to FY 2018 supported by a recurring revenue base representing approximately 95% of total sales Note: Figures presented based on US GAAP. Historical constant FX and guidance figures based on 1.25 USD /
Slide 5: Unified Digital Gaming Platform: Server Based Gaming and Virtual Sports
PAGE 4 Leading provider of Server Based Gaming (”SBG”) systems and terminals Currently has 25,000 SBG terminals live and more than 5,000 contracted E - Table gaming platforms including “Sabre” multi - win roulette and casino Storm terminals Leader in the UK with ~50% of machine volume and #3
Slide 6: Recurring Revenue From Long-Term Customers
PAGE 5 Server Based Gaming Virtual Sports Customer Relationship (in years) Customer Relationship (in years) UK William Hill >10 Ladbrokes >10 Betfred >10 William Hill >10 Paddy Power >10 Coral >10 Playnation >10 Betfred >10 Gala Coral Group >10 Paddy Power >10 Genting Casino 7 Skybet 10 Grosvenor Ca
Slide 7: Since its founding in 2002, Inspired has grown into a leading provider of digital entertainment
PAGE 6 Since its founding in 2002, Inspired has grown into a leading provider of digital entertainment History of Inspired 2002 Inspired launched as mobile entertainment technology startup with 10 people in central London 2002 to 2006 Inspired acquired Virtual Sports graphics specialist and integrat
Slide 8: Inspired's platform is well positioned to take advantage of high growth in Digital / Online gaming
PAGE 7 $14bn $43bn 2005E 2016E Global Digital / Online Gaming and Lottery Net Win or Net Sales $269bn $397bn 2005E 2016E Global Gaming and Lottery Net Win or Net Sales Inspired’s platform is well positioned to take advantage of high - growth in Digital / Online gaming Source: H2 Gambling Capital. No
Slide 9: Influencers of Digital Adoption
PAGE 8 United Kingdom Betting Shop Influencers of Digital Adoption Governments: Opening of new gaming territories – Italy, Greece, Spain, Philippines and China Distributed Gaming Revenues: Expansion of regulated gaming away from relatively few large resort casinos into many more distributed venu
Slide 10: Our Competitive Focus
PAGE 9 Our Competitive Focus Leader in UK with 50% of market Top 2 - 3 provider in Italy, Greece and internationally 25,000 Server Based Gaming terminals live — More than 5,000 additional machines contracted 100+ games integrated on open platform Unitary platform approved across multiple j
Slide 11: Omni-Channel Digital Distribution
PAGE 10 Omni - Channel Digital Distribution
Slide 12: Organic Growth Opportunities: Four Core Products, One Common Platform
PAGE 11 Organic Growth Opportunities Four Core Products, One Common Platform Retail Virtual Sports Mobile Virtual Sports Virtual Sports Existing Virtuals Customers – Income growth from key UK and Italian contracts plus cross sell of new products New Virtuals Customers – Continue track record of
Slide 13: Building a Digital Distributor of Content
PAGE 12 Building a Digital Distributor of Content USA / Canada x UK / EU x x x China x x Rest of World x x Sports Betting Poker Social Virtual Sports x x x Gaming Terminals x x x Slots x x Lottery x Table Games x Bingo x Products Geographies Retail x x x Online x x Mobile x x x Channels Omni - Chann
Slide 14: Management Team
PAGE 13 Lorne Weil Executive Chairman ● Mr. Weil serves as Executive Chairman ● Mr. Weil served as Chairman and CEO of Scientific Games (NASDAQ: SGMS) from 1992 to 2008 and from 2010 to 2013 ● Grew Scientific Games from $48mm in revenue to $1.7bn in revenue over 22 year career Luke Alvarez President
Slide 15: FY 2017 and FY 2018 Guidance
PAGE 14 FY 2017 and FY 2018 Guidance Based upon i) the significant portion of our business that is comprised of recurring revenue, ii) current business trends, iii) anticipated rollouts of new revenue lines pursuant to in - place agreements and iv) to a lesser extent, our pipeline of new potential c
Slide 16: Capitalization Table
PAGE 15 Capitalization Table Note: Balance Sheet items are as of December 31 st , 2016 (1) Net of transaction related payables of approximately $4.8 million (2) Bank debt is denominated in GBP. Debt balance presented is USD equivalent (3) Includes other long - term obligations (4) Excludes any unves
Slide 17: Revenue and EBITDA growth poised to accelerate in 2017 and beyond
PAGE 16 Revenue and EBITDA growth poised to accelerate in 2017 and beyond 7 The Opportunity Leadership in fast - growing Virtual Sports (over $10 billion of handle) positions the company to introduce its digital products to new jurisdictions 3 Stable, contracted recurring revenue from market - leadi
Inspired Entertainment — Investor Presentation (February 2017) on 6ix