Rivalry Corp. · NEO:RVLY
Rivalry — Investor Presentation (November 2022)
23 slides from Rivalry's investor presentation, November 2022
Slide 1: Business Overview
Business Overview November 2022
Slide 2: Disclaimer
© Rivalry 2022 Disclaimer Unless otherwise stated, all figures are expressed in Canadian dollars. IMPORTANT – YOU MUST READ THE FOLLOWING BEFORE CONTINUING: The information contained in this document has been prepared by Rivalry Corp. (formerly PMML Corp.) (the “Company”) and contains information per
Slide 3: Disclaimer Continued
© Rivalry 2022 Disclaimer Continued CAUTIONARY NOTE REGARDING FUTURE-ORIENTED FINANCIAL INFORMATION This presentation contains a financial outlook within the meaning of applicable Canadian securities laws. The financial outlook has been prepared by management of the Company to provide an outlook for t
Slide 4: Business Overview
BUSINESS OVERVIEW © Rivalry 2022 4
Slide 5: Investment highlights
© Rivalry 2022 Investment highlights 1 +22% average MoM GROWTH in betting handle on a trailing 12-month basis Rivalry is consistent in delivering growth, with a trailing two year average of +22% MoM increase in betting handle 1. 2 2 Well capitalized with $23MM of cash, no debt , and achieved first p
Slide 6: Record quarter for Betting Handle, revenue, and gross profit
© Rivalry 2022 Company Record quarter for Betting Handle, revenue, and gross profit Substantial sequential growth delivered record results in the quarter, a testament to rivalry’s market leadership in next generation sports betting and casino 1 Betting handle (C$MM) Reported revenue (C$MM) BUSINESS
Slide 7: Record October results signal profitability inflection point
© Rivalry 2022 Record October results signal profitability Inflection point Momentum has continued into October, achieving the first profitable month in the Company’s history October Path to profitability waterfall BUSINESS OVERVIEW 1 Betting handle $37MM NET PROFIT OCTOBER 2022 NET PROFIT October N
Slide 8: What it means to be differentiated
© Rivalry 2022 What it means to be differentiated We do not aggressively bonus. EXCESSIVE Bonusing is not scalable and creates a transient userbase. BUSINESS OVERVIEW brand love and innovative productS ARE profitable. Investing in our brand reduces reliance on customer acquisition spend and accelera
Slide 9: Capturing the next generation of bettors
© Rivalry 2022 Capturing the next Generation Of bettors AVERAGE BETTOR AGE AVERAGE BETTOR AGE 18-25 AVERAGE VIEWER AGE vs 35-45 AVERAGE VIEWER AGE 23 49 BUSINESS OVERVIEW Focus on acquiring next generation users, a demographic Marketing strategies shown to yield brand-agnostic that seeks brand affinit
Slide 10: Winning the cohort of bettors with the largest LTV upside
© Rivalry 2022 Winning the cohort of bettors With the largest ltv upside Rivalry’s user experience is uniquely crafted for gen z and young millennials Rivalry Monthly active Bettor (MAB) by age (% total) BUSINESS OVERVIEW % of MAB’s 10% Our customer demographic is weighted toward Gen Z 8% bettors, w
Slide 11: Mobile-first user experience built for the next generation
© Rivalry 2022 MOBILE-FIRST USER EXPERIENCE BUILT FOR THE NEXT GENERATION Platform highlights PROPRIETARY TECH STACK. BUSINESS OVERVIEW Built in-house, allowing for limitless product expansion. CUSTOM DEVELOPED LOYALTY PLATFORM. Connecting products and content across the Rivalry platform that enhanc
Slide 12: Rivalry Games: Casino for the next generation
© Rivalry 2022 Rivalry games Casino for the next generation Redefining online casino gaming PROPRIETARY CASINO PLATFORM Launched. BUSINESS OVERVIEW Casino.exe offers a reimagined betting experience for a new audience that seeks more interactive entertainment. Curated experiencE. With Casino.exe user
Slide 13: The most engaged brand in esports betting globally
© Rivalry 2022 The most engaged brand in Esports betting globally RIVALRY’s esports content prowess establishes a user funnel into the next generation of BETTORS Monthly measured engagement across key social platforms1 BUSINESS OVERVIEW Significantly investing in our media properties with repeatable
Slide 14: Creating innovative brand experiences everywhere we go
© Rivalry 2022 Creating innovative brand Experiences Everywhere we go CONTENT CREATORS TEAM SPONSORSHIP SOCIAL MEDIA ONLINE EVENTS On Land More than 125 partnered Regularly sponsoring the Nearly 700,000 followers across Creating interactive and Unique land-based ads in content creators across most r
Slide 15: Growing our global license portfolio
© Rivalry 2022 Growing our global License portfolio Regulated market | launched MAY 2022 Regulated market | Launched APRIL 2022 grey MArKETS | LAUnched Summer 2018 BUSINESS OVERVIEW AUSTRALIAN LICENSE ONTARIO LICENSE ISLE OF MAN LICENSE THE MOST VALUABLE BETTING MARKET PER CAPITA ON Equivalent to th
Slide 16: Betting market size
© Rivalry 2022 betting Market size GLOBAL INDUSTRY GROWING AT +10% YoY BUSINESS OVERVIEW $70B TAM AUSTRALIA CANADA Globally $2B - $3B SPORTS BETTING TAM $2B - $3B SPORTS BETTING TAM Rivalry launched Rivalry launched in in Australia in May 2022. Ontario in April 2022. Australia is the most ONTario is
Slide 17: Scaling economically: Crawl. Walk. Run.
© Rivalry 2022 Scaling economically Crawl. Walk. run. Rivalry’s strategy in new markets follows a proven & repeatable “crawl-walk-run” approach that to date has resulted in as much as 90% declines in CAC and 100x increases in betting handle over the first 12 months of rivalry’s formal launch in new
Slide 18: Scaling economically: Differentiated marketing approach
© Rivalry 2022 Scaling economically Differentiated marketing approach Rivalry’s marketing activity tactically scales over time, the inverse of traditional sportsbooks, Driving rivalry’s disciplined roi focus and long-run unit economic profitability BUSINESS OVERVIEW Rivalry Marketing activity in new
Slide 19: Results driven by our lean and focused ROI culture
© Rivalry 2022 Results driven by our lean And focused roi culture 1 Betting handle (C$MM) Reported revenue (C$MM) +22% average MoM GROWTH on a ttm basis Demonstrating consistent sportsbook margin BUSINESS OVERVIEW $250 $30 217.4 $25 24.9 $200 $20 $150 $15 $100 11.1 78.2 $10 $50 25.9 $5 1.5 2.7 0.5 0
Slide 20: Leadership Team
© Rivalry 2022 Leadership Team STEVEN SALZ KEJDA QORRI RYAN WHITE KEVIN WIMER Tory pearson Co-Founder & CEO, Director CFO Co-Founder & CTO, Director Co-Founder & COO, Director Director of People & Culture BUSINESS OVERVIEW Steven is a longstanding Kejda holds CPA, CMA, CBV Ryan is an experienced tec
Slide 21: Board of Directors
© Rivalry 2022 Board of Directors STEVE ISENBERG KIRSTINE STEWART STEPHEN RIGBY Co-Founder & Chairman Director Director BUSINESS OVERVIEW Steve has 25+ years of experience in Kirstine has held a series of executive Most recently the President and CEO of Canadian capital markets. Steve sits on positi
Slide 22: Capital structure
© Rivalry 2022 Capital structure TSXV: RVLY BUSINESS OVERVIEW CAPITALIZATION (CAD$MM except per share amounts) Total Shares Outstanding1 61,089,590 Warrants 419,235 Equity Incentive Plan (authorized) 11,768,845 Total Fully Diluted Shares Outstanding 73,277,670 Share Price (CAD$/share)2 $0.90 Equity
Slide 23: Thanks for Tuning in
Thanks for Tuning in November 2022