Brightstar Lottery Plc Trading Under The Legal Name To Begin At The Market Open On July 21, 2025. · NYSE:BRSL
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 Lottery Strengthening Industry Leadership With Accelerated, Recurring Revenue Growth Outlook
Global Lottery Strengthening Industry Leadership With Accelerated, Recurring Revenue Growth Outlook Fabio Cairoli | CEO, Global Lottery Jay Gendron | COO, Global Lottery
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 Accelerating growth through innovation and elevated player consumption Sustainable market leadership grounded in competitive advantages and role as strategic growth partner Positioned to capture growth opportunities; recurring revenue model and presence in all industry segment
Slide 4: Established, Growing Global Lottery Leader with 90+% Service Revenue and High Margins
4 Established, Growing Global Lottery Leader with 90+% Service Revenue and High Margins Revenue Profile (2019 shown as a pre-pandemic reference point) $2.3B 30% 50% ~75% 90+% ~85 ~4,200 2019 Revenue 2019 Operating Income Margin 2019 Adjusted EBITDA(1) Margin U.S. Market Share Italy Market Share Cust
Slide 5: Industry Growth Accelerating on Elevated Player Consumption and Continued Innovation
5 3-5% Growth Profile Expected 2019-2025 33% 27% 26% 10% 4% • Elevated by higher average player consumption and innovation • Growing iLottery adoption on player demand and regulation Industry Growth Accelerating on Elevated Player Consumption and Continued Innovation Source: LaFleur’s, H2 Gaming Cap
Slide 6: Leadership Grounded in Strong Competitive Advantages
6 Leadership Grounded in Strong Competitive Advantages Global Lottery Competitive Advantages Sustained and trusted government relations Unparalleled player knowledge Global insights; unique lottery outsourcing capabilities Superior suite of products and value-added solutions Retail; omnichannel; iLo
Slide 7: Highly Focused Team with 200+ Years of Combined Industry Experience
7 Highly Focused Team with 200+ Years of Combined Industry Experience Srini Nedunuri VP iLottery Jay Gendron COO Global Lottery Vito Albanese SVP Italy Sales & Retail Operations Giampaolo Borghini SVP & CFO Global Lottery Fabio Cairoli CEO Global Lottery Stefano Monterosso SVP Lottery Product & Sale
Slide 8: Leading Global Footprint with Presence in All Industry Segments
8 Facility Management • 32 Facility Management contracts, 24 in the U.S. • 56 Lottery central systems currently deployed worldwide • Serving 8 of the 10 largest Lotteries in the world • ~75% U.S. market share Instant Ticket Services (Printing) • 44 long-term instant ticket services contracts • ~11%
Slide 9: Market Leadership in Facility Management Drives Recurring Revenue Across All Games
9 Market Leadership in Facility Management Drives Recurring Revenue Across All Games, Sustaining Long-lasting Customer Partnerships • Provides technology required for all lottery operations, including the central system and retail terminal network • Proven growth partner in supporting lotteries with
Slide 10: Long-term Relationships Provide Substantial Stability & Predictability; Favorable Contract Renewal Cycle Ahead
10 82% 68% Gross Profit Long-term Relationships Provide Substantial Stability & Predictability; Favorable Contract Renewal Cycle Ahead Revenue Top 10 Contracts Contribution to 2019 Global Lottery Financial Results Favorable contract renewal cycle, resulting in highly predictable revenue and moderati
Slide 11: Well-identified Strategies to Accelerate Growth
11 GROW OPTIMIZE INNOVATE • Continue to support customer sales growth • Accelerate iLottery development • Increase market share in Instant Ticket Services (Printing) • Ready to pursue geographical expansion • Leverage technology evolution to gain systems efficiencies and add greater services • Deplo
Slide 12: Supporting Customer Growth with Best-in-class Innovation
12 • Enhance jackpot games • Expand and enrich Keno and monitor games • Expand price options • Improve player value with add-on games • Optimize draw game frequency and times • Develop and deploy new games Supporting Customer Growth with Best-in-class Innovation that Leverages Unique Player Knowledg
Slide 13: Expanding Retail Solutions to Support Incremental Sales
13 Retail touch points and Mobile Apps to digitize the player journey Improve retail lottery awareness, promotions, and value-added services supporting customer operations Incremental sales opportunities expanding retail chain footprint and in-lane solutions Expanding Retail Solutions to Support Inc
Slide 14: iLottery Market Outlook Fueled by Numerous Growth Drivers
14 Category Drivers iLottery Market Outlook Fueled by Numerous Growth Drivers • Increased regulatory acceptance – several U.S. jurisdictions expected to go live in the next 5 years • Expanding player base • Incremental consumption occasions • eInstant content evolution driving more rewarding player
Slide 15: Investing in iLottery to Maximize Growth Opportunities
15 Investing in iLottery to Maximize Growth Opportunities GROW Growth Programs • Investing to offer best-in-class systems, solutions, products, and services • New high-performing platform deployed in Georgia; rolling out to other customers – First cloud-based remote game server (RGS) solution – Feat
Slide 16: Increasing Share in Growing Instant Ticket Services
16 Growth Programs • Effective investments in recent years established a solid and growing market position • 44 long-term instant ticket services contracts • Expanding share with key customers • State-of-the-art, innovative product portfolio • Exclusive and patented “Infinity” digital printing techn
Slide 17: Cloud-based Evolution Designed to Drive the Industry and Deliver Compelling Benefits
17 Cloud-based Evolution Designed to Drive the Industry and Deliver Compelling Benefits OPTIMIZE Developing Industry-leading Solutions • Focused R&D investment to develop next generation solutions and services • Leading iLottery forward with first-in-market, cloud- based e-Instants platform – Succes
Slide 18: 2021-2025 Outlook: Committed to Accelerating Growth and Stronger Margins
18 $2.3 $2.2 ~$2.8 $2.8-$3.1 Financial Objectives Global Lottery Revenue ($B) 2021-2025 Outlook: Committed to Accelerating Growth and Stronger Margins Growth initiatives and increased player engagement driving mid-single-digit revenue growth versus pre-pandemic period of 2015-2019 Top-line momentum,
Slide 19: Key Messages
19 Key Messages 1 2 3 5 Accelerating growth through innovation and elevated player consumption Sustainable market leadership grounded in competitive advantages and role as strategic growth partner Positioned to capture growth opportunities; recurring revenue model and presence in all industry segmen
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 Lottery Operating income (loss) 697 Depreciation 200 Amortization - service revenue 206 Amortization - non-purchase accounting 25 Restructuring 2 Stock-ba
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