Idw Media Holdings, Inc. · OTC:IDWM
Idw Media — Investor Presentation (May 2022)
26 slides from Idw Media's investor presentation, May 17, 2022
Slide 1: Investor Presentation May 2022
1 INVESTOR PRESENTATION May 2022
Slide 2: Safe Harbor Statement
SAFE HARBOR STATEMENT This presentation of IDW Media Holdings, Inc. (IDWMH) contains forward - looking statements. Statements that are not historical facts are forward - looking statements, and such forward - looking statements are statements made pursuant to the Safe Harbor Provisions of the Privat
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Slide 4: We create and develop stories that captivate audiences
W W e e c c r r e e a a t t e e a a n n d d d d e e v v e e l l o o p p s s t t o o r r i i e e s s t t h h a a t t c c a a p p t t i i v v a a t t e e a a u u d d i i e e n n c c e e s s , , and build those stories into high - va l lue f f r r a n c h i s s es 4
Slide 5: IDW at a Glance
IDW AT A GLANCE 5 280 5+ 50+ 80 450 40 Comics Streaming Current Employees Authors Eisner Awards + shows aired licensors and graphic novels illustrators published (2021) published
Slide 6: Recognized Leader
RECOGNIZED LEADER Award totals are cumulative to date 6
Slide 7: Select Board & Executive Leadership
SELECT BOARD & EXECUTIVE LEADERSHIP A team with the experience, drive and passion to expand IDW’s market impact 7 Howard Jonas Chairman of the Board Ezra Rosensaft Chief Executive Officer 20 years at HBO and KPMG Paul Davidson EVP, IDW Entertainment EVP Film and TV, The Orchard; Microsoft Xbox Video
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Slide 9: Leading Independent Publisher of Comics and Graphic Novels
LEADING INDEPENDENT PUBLISHER OF COMICS AND GRAPHIC NOVELS *In the US. Source: Diamond Comic Distributors: 2020 year - end market share repor t ; Direct Market defined as r etailers bypassing existing distributors to make "direct" purchases from publishers, of which the defining characteristic of th
Slide 10: Home to Renowned and Up & Coming Creators
HOME TO RENOWNED AND UP & COMING CREATORS George Takei Kevin Eastman McElroy Brothers Congressman John Lewis Kim Dwinell AJ Mendez Marieke Nijkamp Steve Niles Mairghread Scott Scott Snyder Matthew Klein Scott Bryan Wilson Stephen King Joe Hill Alan Moore Stan Sakai John Layman Nick Bradshaw Gale Gal
Slide 11: Market Opportunity
MARKET OPPORTUNITY Addressing the Insatiable Appetite for Content Beyond Superheroes to a Wider Consumer Base ● Diversifying genres, story types, voices and formats ● Developing exciting new graphic novel offerings for young readers to meet exceptional demand ● Extending book market reach through op
Slide 12: Original Content / IP
ORIGINAL CONTENT / IP Expanding adult and kids original IP titles to feed the entertainment slate Expansion of Original Titles Planned by Target Market ADULT: Drama, Horror, Sci - fi IDW titles similar to: Locke & Key by Joe Hill & Gabriel Rodriguez Wynonna Earp by Beau Smith 30 Days of Night by Ste
Slide 13: Licensed Content / IP
LICENSED CONTENT / IP 13 Licensed content generates stable cash flows for investment in original content development
Slide 14: Entertainment
ENTERTAINMENT
Slide 15: Building Fandom Across Entertainment Platforms
BUILDING FANDOM ACROSS ENTERTAINMENT PLATFORMS Develop, produce, and distribute SURFSIDE GIRLS LOCKE & KEY WYNONNA EARP V WARS OCTOBER FACTION DIRK GENTLY 15
Slide 16: The Content Arms Race
THE CONTENT ARMS RACE Driving Massive Investment in IP & Video Content 1 Ampere Analysis 2 Variety Intelligence Platform CONTENT SPEND BY SERVICE 2 2019 in billions. Streaming services on this list are potential customers. Netflix has streamed 4 of IDW Entertainment’s shows. Global content investmen
Slide 17: Robust Development Pipeline
ROBUST DEVELOPMENT PIPELINE AUGUST MOON D4VE INCREDIBLE CHANGE BOTS INFINITE KUNG FU DOC MACABRE JOHNNY BOO LODGER ALEISTER ARCAINE ASSASSINISTAS PINOCCHIO: VAMPIRE SLAYER PIRATE PENGUIN VS NINJA CHICKEN RADICAL SHIFT OF GRAVITY SPACEBAT & THE FUGITIVES BATS IN THE BELFRY HOMETIME 17
Slide 18: De-risked Business Models for Predictable Cash Flows
ON BUDGET PRODUCER FEES Fees paid on project production budget Often includes a share of back - end profits and limited merchandising rights COST PLUS Primarily offered by global OTT & streamers Covers production budget plus a percentage Producer may retain some ancillary and merchandising rights ST
Slide 19: Westor Thes!
WESTOR THES! il
Slide 20: Creator-Focused Funnel
CREATOR - FOCUSED FUNNEL 20 A disciplined process for identifying rising creative talent for originals ● Developing the “machine” for franchise discovery and creation ● Focus on original pitches from current and aspiring comic creators ● Criteria - based approach allows flexibility to sign best crea
Slide 21: Value Creation
VALUE CREATION PUBLISHING: IP Machine that Pays for Itself • 100+ fully developed original titles with over 1000 characters in the IDW library • Adding 40+ fully developed titles and 400+ characters per year ENTERTAINMENT: Significant ROI on Select IDW Titles • Targeting 3 - 5 new titles per year to
Slide 22: Scarcity Value
SCARCITY VALUE • Most content creators have been acquired by companies such as Disney, DC Comics, Valiant, etc. • Competitor Dark Horse Comics, for example, was recently acquired by Embracer Group, a multi - billion - dollar gaming conglomerate • Consolidation is expected to continue as companies lo
Slide 23: Building a Successful Cross-Platform Franchise: Locke & Key
2008 - 2013 IDW publishes original 37 Locke & Key comics in six story arcs 2008 - 2017 IDW publishes Standard & Master collections 2020 Netflix Premiere Netflix orders Seasons 2 and 3 2021 IDW Publishing teams with DC Comics for crossover event with Neil Gaiman’s The Sandman Universe Netflix airs Se
Slide 24: Powerful Network Effects
POWERFUL NETWORK EFFECTS ● Creation and development of unique IP: ○ Invest $2 – 3M initially, then $1 – 2M+ each year thereafter ○ Generate 20 – 40 new IP each year ● “All rights” agreements through win - win approach with creators ● IP library feeds publishing and entertainment segments ● Additiona
Slide 25: Business Overview, Asset-Light Balance Sheet, Investment Highlights
Business Overview Asset - Light Balance Sheet Investment Highlights භ ● IDW capitalizes on the insatiable appetite for content through its synergistic publishing and entertainment platforms ● We invest in original IP and creators ● Leveraging de - risked entertainment financing models and “asset - l
Slide 26: investor.relations@idwmh.com
investor.relations@idwmh.com
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