Slide 1: Investor Briefing
e@ ARISTOCRAT G2E 2014 Investor Briefing
Slide 2: Disclaimer
Disclaimer Disclaimer This document and any oral presentation accompanying it has been prepared in good faith. However, no express or implied warranty is given as to the accuracy or completeness of the information in this document or the accompanying presentation. All statutory representations and w
Slide 3: Toni Korsanos, Chief Financial Officer
Toni Korsanos Chief Financial Officer
Slide 4: Agenda
Agenda 12 Overview of Aristocrat 23 VGT Acquisition 3 G2E 2014 4 Q&A
Slide 5: Aristocrat's journey and recent results
Aristocrat’s journey and recent results 1 Rejuvenation of management team Aristocrat historical share price and EBITDA (A$)1,2 • Jamie Odell , CEO & MD $250m • Toni Korsanos, CFO $7 • Rich Schneider, CPO • Craig Billings, CDO • Manjit Singh, CTO $200m 193 $6 • Trevor Croker, MD ANZ 188 178 2 Unrelen
Slide 6: Strategic priorities are aligned to market opportunities
Strategic priorities are aligned to market opportunities Talent acquisition and retention Traditional “Aussie” games Tailored "Asian" content • Historical core of the business • Continue to acquire and retain the best • Strong market share across geographies talent in the market • Retain leadership
Slide 7: Global and diversified gaming manufacturer
Global and diversified gaming manufacturer Aristocrat geographic segments Key product offering ▪ Largest revenue and earnings contributor ▪ The sale of electronic gaming machines (EGMs), including Product sales Traditional "Australian" style and "Entertainment" style Americas ▪ Growing and diverse b
Slide 8: Core elements underpinning content-centric business strategy
Core Core elements elements underpinning underpinning content-centric content-centric businessbusiness strategy strategy ▪ Total headcount: ~2,300 (~40% Americas, 35% in ANZ, 15% in India and 10% in ROW and Japan) ▪ Significant investments in industry-leading creative and technical talent – Traditio
Slide 9: VGT is the leading Class II provider in the US
VGT is the leading Class II provider in the US Overview Key statistics ▪ VGT is a leading provider of Class II gaming content, platforms, systems and technology Operational footprint Install base of ~20,200 – HQ in Franklin, Tennessee, with operations primarily in the spanning over 120 units Midwest
Slide 10: Strategic rationale for VGT acquisition
Strategic rationale for VGT acquisition Strong and growing ▪ Aristocrat— strong momentum in its core markets which has resulted in continuing growth in already strong market positions market positions ▪ VGT— #1 market share in the Midwestern US lease Class II market ▪ VGT— 100% gaming operations rev
Slide 11: Historical financial overview
Historical financial overview Historical performance driven by focused execution and growing market position ▪ Strong historical performance across Aristocrat's diversified (geographic and product) platform – Product sales: Driven by improving ship share in the Americas and steady results in the ANZ
Slide 12: Slot survey rankings and awards
2014 Slot Managers Survey #1- The Walking Dead #3- Buffalo Stampede BUFFALO VOTED TOP PERFORMING GAME FOR 3RD YEAR IN A ROW! EILERS – FANTINI 2014 EILERS – FANTINI Q4 Slot Survey 2013 Slot Survey Slot Operators named Slot Operators named Batman Wonder Buffalo Stampede, Wheels Cash Express Gold Class
Slide 13: Games & Systems Design Talent
Games & Systems Design Talent Scott Olive Dan Marks Joe Kaminkow Ted Hase Angelo Palmisano Nicholas Bennett Based in Sydney, AUS Based in Atlanta Based in Las Vegas Based in Las Vegas Based in Las Vegas Focused on Establishing leadership in core entertainment High profile licenses Brilliant
Slide 14: Game Sales
Game Sales • Contains more traditional • New segment with extensive • Targets jackpot players Aristocrat attributes library • In line with industry trends to • Designed for a frequent locals • Designed for a casual drive share in growing gambler gambler segment • Successful math models and • Common
Slide 15: Helix Cabinet
Helix Cabinet • Innovative hardware to complement industry leading content • Multiple configuration options to fit any floor • Ergonomically designed to extend time on device • Esthetically pleasing because curb appeal matters • Serviceable and durable to minimize downtime • Buy with confidence with
Slide 16: Gaming Operations
Gaming Operations Verve Wonder Arc Wheels Feature Behemoth Top Box Helix Upright
Slide 17: Bonusing Digital Media & Loyalty
The Next Level Systems Bonusing Digital Media & Loyalty
Slide 18: Aristocrat
© ARISTOCRAT.
Slide 19: Stand Tour
e@ ARISTOCRAT G2E 2014 Stand Tour