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Brightstar Lottery Plc Trading Under The Legal Name To Begin At The Market Open On July 21, 2025 — International Game Technology — Investor Day (November 2021)
21 slides from Brightstar Lottery Plc Trading Under The Legal Name To Begin At The Market Open On July 21, 2025's investor day presentation, Nov 16, 2021
Slide 1: Global Gaming: Delivering Innovation, Growing Market Share, and Improving Margins
1 Global Gaming Delivering Innovation, Growing Market Share, and Improving Margins Renato Ascoli | CEO, Global Gaming Nick Khin | COO, Global Gaming
Slide 2: Forward Looking Statements
2 Forward Looking Statements $13B $13B Cautionary Statement Regarding Forward-Looking Statements This presentation may contain forward-looking statements (including within the meaning of the Private Securities Litigation Reform Act of 1995) concerning International Game Technology PLC and its consol
Slide 3: Key Messages
3 Key Messages 1 2 3 5 Large and attractive industry on a solid path to recovery Leading market position driven by innovation, diversified product portfolio, and strategic global footprint Seasoned leadership team with deep and broad industry experience Clear strategy to grow market share and revenu
Slide 4: Sizable and Profitable Business with a Diversified Product Portfolio and Global Footprint
4 Sizable and Profitable Business with a Diversified Product Portfolio and Global Footprint Note: 2019 data presented except employee data which is as of December 31, 2021; units sold and installed base as reported, excluding Poker units; totals may not add due to rounding (1) Non-GAAP measure; see
Slide 5: Large and Attractive B2B Market with Clear Path to Recovery
5 Large and Attractive B2B Market with Clear Path to Recovery 2019 Global Gaming Revenue ($B) By Geography and Product 85% of Industry Revenue from Sale or Lease of Gaming Machines Source: 2019 global gaming revenue estimate from Eilers & Krejcik Gaming; segmentation estimates by IGT based on multip
Slide 6: Industry Leader in North America
6 Industry Leader in North America Unit Shipments in 2019, 2020 and YTD’21 Market Leader in Key Products and Geographies 2019 Market Share by Geography # Ranking Position Estimated Revenue Market Share ~25% #2 North America ~25% #1 Latin America and the Caribbean ~15% #2 Australia and New Zealand ~1
Slide 7: Sustainable Competitive Advantages
7 Sustainable Competitive Advantages Best-in-class cashless and payments solution Leadership team with deep industry experience Player-centric content portfolio Creative talent combined with global studio footprint Long history of innovation Global Gaming Competitive Advantages Comprehensive complia
Slide 8: Leveraging Global Studio Footprint to Produce Industry-leading Content
8 59% 32% 9% Number of top performing titles from 2019 to June 2021(1) 18 Premium Lease 27 Wide Area Progressive 20 Core Video 79 Core Stepper Studio Leadership Studio Talent (Location) Leveraging Global Studio Footprint to Produce Industry-leading Content Reno/Las Vegas (U.S.) Excellence Center for
Slide 9: Comprehensive Content Portfolio Attuned to Specific Product Verticals
9 Comprehensive Content Portfolio Attuned to Specific Product Verticals Strong Performing Content (select examples)Product Verticals Premium Core Video Lottery Terminals Specialty Markets (CDS & Class II)
Slide 10: Strong Leadership Team with 230+ Years Combined Industry Experience
10 Strong Leadership Team with 230+ Years Combined Industry Experience Dubravka Burda SVP Global Studios Marco Tasso SVP Global Manufacturing Operations & Services Jim Vasquez VP Supply Chain & Hardware Engineering Ken Bossingham SVP Sales U.S., Mexico & Caribbean David Flinn VP South America & Cana
Slide 11: Accelerating Revenue and Profit Growth with a Well-defined Strategy
11 Accelerating Revenue and Profit Growth with a Well-defined Strategy GROW OPTIMIZE INNOVATE • Expand market share in North America Core Video • Grow global service revenues related to multi-level progressives (MLP) • Drive mechanical reel leadership with launch of DiamondRSTM cabinet • Expand in u
Slide 12: Strong Cabinets, Content Offering, and Promising Pipeline to Further Grow Market Share and ASP
12 Strong Cabinets, Content Offering, and Promising Pipeline to Further Grow Market Share and ASP Commitment to Growth Supported by Strong Foundation and Pipeline Core Video Market Share Evolution – North America (%) Core Video ASP – North America ($K) PeakSlant49TMPeakSlant32TM ~800 bps ~15K in 201
Slide 13: Multi-level progressive growth helps offset removal of low-yielding units
13 Multi-level progressive growth helps offset removal of unsupported, low-yielding units; stabilization expected in 2022 net of one-offs (DE/RI adjustment, NY casino privatization) 2020 yield reduction driven by inactive units; multi-level progressive expansion driving yield growth Best-ever IGT co
Slide 14: Robust G2E Launch of New Content and Cabinets
14 Robust G2E Launch of New Content and Cabinets Upcoming New Titles / Key Features (select examples) MLP Core Video Mechanical Reels System G2E Cabinet Launches DiamondRSTM Next-generation mechanical reel Peak65TM Premium large- format cabinet INNOVATE Bonusing Resort Wallet™IGTPay™
Slide 15: Long Innovation History and Deep IP Portfolio Recognized by Numerous Industry Awards
15 Long Innovation History and Deep IP Portfolio Recognized by Numerous Industry Awards 20+ Awards in the last 5 years 3.8K Gaming Patents 60 Patents on cashless & payments INNOVATE “Top 20 Most Innovative Gaming Technology Products Awards” for Sphinx 4D and Cardless Connect (Casino Journal) “Slot P
Slide 16: Best-in-class, Fully Integrated Cashless Solution with Recurring Revenue Model
16 ✓ 1 wallet 1 step to sign in 1 transfer ✓ End-to-end supplier ✓ Attractive player experience: one step funding/one account ✓ Can leverage other IGT ADVANTAGE® products like Bonusing and Intelligent Offer ✓ Fully integrated external funding with IGTPay ✓ Can move quickly by deploying into existing
Slide 17: OPtiMa Structural Cost Savings Program Driving Higher Profitability
17 OPtiMa Structural Cost Savings Program Driving Higher Profitability Key Efficiency Programs Implemented/LaunchedGross Margin Recovery 2019-2021 Operational Excellence Product Simplification and Optimization Margin Improvement • Manufacturing footprint: supply chain re-design to ensure more effici
Slide 18: 2021-2025 Outlook: Solid Revenue Growth, Meaningful Margin Expansion
18 2021-2025 Outlook: Solid Revenue Growth, Meaningful Margin Expansion Note: All amounts presented reflect continuing operations • Financial Objectives Global Gaming Revenue ($B) 13% NA 28-30% OI Margin % 2019-2025: 1%-2% CAGR 2021-2025: 11%-13% CAGR ~$1.7-$1.8 ~$1.1 $0.8 $1.6 2019 2020 2025E2021E
Slide 19: Key Messages
19 Key Messages 1 2 3 5 Large and attractive industry on a solid path to recovery Leading market position driven by innovation, diversified product portfolio, and strategic global footprint Seasoned leadership team with deep and broad industry experience Clear strategy to grow market share and reven
Slide 20: Appendix
Appendix @ IGT.
Slide 21: Reconciliations of Non-GAAP Measures – FY'19
21 Reconciliations of Non-GAAP Measures – FY’19 $ millions; all amounts reflect continuing operations For the year ended December 31, 2019 Global Gaming Operating income (loss) 222 Depreciation 167 Amortization - non-purchase accounting 7 Restructuring 2 Stock-based compensation 1 Other - Adjusted E
International Game Technology — Investor Day (November 2021) on 6ix