DoubleDown Interactive Co., Ltd. · NASDAQ:DDI
DoubleDown Interactive — Investor Presentation (September 2021)
21 slides from DoubleDown Interactive's investor presentation, Sep 29, 2021
Slide 1: Investor Presentation
DOUBLEDOWN INTERACTIVE Exhibit 99.1 INVESTOR PRESENTATION
Slide 2: Disclaimer and Forward Looking Statements
3058243-006 This investor presentation (this “Presentation”) is for informational purposes only and does not constitute an offer to sell, a solicitation of an offer to buy, or a recommendation to purchase any equity, debt, or other securities of DoubleDown Interactive Co., Ltd. (“DDI,” the “Company,
Slide 3: Become one of the world's leading global gaming companies
DOWN ~~ Become one of the world’s leading global gaming companies by delivering differentiated content and playing experiences to our players RIPLE | 2 [aa (aa CS er pein
Slide 4: DoubleDown apps: Casino, Fort Knox, Classic, new apps
3058243-006 DoubleDown DoubleDown DoubleDown Developing Casino Fort Knox Classic new apps3058243-006 DoubleDown DoubleDown DoubleDown Developing Casino Fort Knox Classic new apps
Slide 5: Investment Highlights
SD Down INVESTMENT HIGHLIGHTS : : = o 05 i i 06 07 Comprehensive player lifecycle engagement via strong data-driven capabilities Robust technology platform built to scale Numerous untapped growth opportunities
Slide 6: DDI vs social casino and mobile games peers
3058243-006 0.83 0.58 0.02 5 DDI Social Casino Median of all 6 7 peers mobile games3058243-006 0.83 0.58 0.02 5 DDI Social Casino Median of all 6 7 peers mobile games
Slide 7: Company history and milestones
3058243-006 2010 2012 2017 2021 (current) DDI was established Acquired by IGT Acquired by DUG 300+ casino game titles across 3 apps Launched DoubleDown Launched DoubleDown Our strategy is focused on our all-in-one Casino on Facebook Casino on Apple / Google app, releasing new titles every 1.5 weeks3
Slide 8: Deep content library: the lifeblood of the business
O03) Deep content library: the lifeblood of the business Access to over 2, i our p: ips with IGT and DUG, and growing proprietary catalogue of i y igi i Successul authentic land-based casino Proven online social itent fr casino content developed by DUG FY, pousteu GGT 2m WU GAMES sot ites Down Propr
Slide 9: Strategic "All-in-one" approach
Strategic “All-in-one” approach Authentic Casual Card/table SE | G eu =) we Neg Ale DOW NV ax en] = ui Pe CASINO © Sadie 3 M, within DoubleDown Casino Sgt rin te ||
Slide 10: Benefits of all-in-one approach
04 Benefits of all-in-one approach Virtuous Cycle of Engageme! Best-in-class User Acquisition & Monetization Payback period (days) comen Variety of ‘Gent pot 1g / slot contents 477 199 138 162 customer All-in-one app service ARPDAU (USS) cs] 08 O78 057 0.64 : Improv on H dl time a 2018 2019 2020 201
Slide 11: Data-driven player lifecycle engagement
Tested an enhanced jackpot feature that Positive trend in performance of initial Deliver optimized purchase offers to first- motivated higher wager levels and content launches of original social casino led time payers based on initial playing related purchases in testing, subsequently to expanded sc
Slide 12: 2021 2020 2019 2018 2017 2016 2015 2014 2013 2012 2011 20102021 2020 2019
2021 2020 2019 2018 2017 2016 2015 2014 2013 2012 2011 20102021 2020 2019 2018 2017 2016 2015 2014 2013 2012 2011 2010
Slide 13: Games portfolio
Games DoubleDown Casino DoubleDown Fort Knox DoubleDown Classic New Games (Under Development)Games DoubleDown Casino DoubleDown Fort Knox DoubleDown Classic New Games (Under Development)
Slide 14: Our platform drives innovation
06 Our platform drives innovation First-of-its kind features Portrait and Subscription 3D game viewing landscape —revenue feature mode model New meta features DDC’sbingo Progress. challenge boosters 3D game viewing DDC bingo challenge Portrat/landscape mode STOR PRESENTATION,
Slide 15: Future beyond traditional social casino
Future Beyond Traditional Social Casino All in One App Strategy Casual Casual Social DoubleDown Casino Casino Action $358M $267M 2018 2020 RevenueFuture Beyond Traditional Social Casino All in One App Strategy Casual Casual Social DoubleDown Casino Casino Action $358M $267M 2018 2020 Revenue
Slide 16: M&A flexibility and post-merger integration
Replicate DDI’s Post-Merger Terminate Shareholder Agreement Enhance M&A flexibility Integration Success DDI A.EBITDA DUG Consolidated A.EBITDAReplicate DDI’s Post-Merger Terminate Shareholder Agreement Enhance M&A flexibility Integration Success DDI A.EBITDA DUG Consolidated A.EBITDA
Slide 17: Steady growth at scale
Steady growth at scale Best-in-class engagement and monetization 03 Efficient cost structure led by disciplined approach to UA and R&D Track record of strong profitability
Slide 18: Track Record of Continued Growth
3058243-006 Track Record of Continued Growth
Slide 19: (1H21: +25% up from 1H20) (1H21: +18% up from 1H20) 156 147 1,296 1,178
(1H21: +25% up from 1H20) (1H21: +18% up from 1H20) 167 146 156 147 1,296 1,178 1,183 1,057(1H21: +25% up from 1H20) (1H21: +18% up from 1H20) 167 146 156 147 1,296 1,178 1,183 1,057
Slide 20: Cost structure and marketing efficiency
3058243-006 ◼ Royalty % has decreased over the period as DDI CoR S&M R&D G&A D&A renegotiated new terms with IGT and also ramps up on Cost of its original content Revenue ◼ Platform fee remains stable at 30% ◼ Other fixed costs such as data center and customer service costs remain stable at below 2%
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