Slide 1: Investor Presentation August 2021
ASX:EM1 INVESTOR PRESENTATION August 2021 emergegaming.com.au 1
Slide 2: Overview
Overview Emerge Gaming Limited (ASX: EM1) is a leading eSports, Gaming and Technology Company. EM1 has built a leading Leveraging inhouse and owned “The World’s 2.7 competition offering for the esports competition technology. Billion Gamers Will casual mobile gaming market. Spend $159.3 Billion B2B
Slide 3: Management
Management Executive Management GREG STEVENS Steve Meyer CEO & Executive Director Chief Revenue Officer Nic Van Den Bergh Byron Tudhope Fiona Scott-Berning Andrew Philp Alex Baroutsos Mandi Van der Poll Chief Marketing Officer Chief Technology Officer Media & Production Creative Director Chief Innovati
Slide 4: Gaming Industry
Gaming Industry Eclipsing Movies, Music and Books Industry TELEVISION $286B Revenue GAMING $175B BOOKS $123B MOBILE $86B OTT MUSIC $40B $58B MOVIES $16B ‘15 - ‘20 -17% -3% 2% 14% 23% 4% CAGR Source: Newzoo, PWC, Grandview Research, OTT is “over the top” (i.e. streaming media offered directly to view
Slide 5: 2.6 Billion 5G Subscribers
2.6 Billion 5G Subscribers Opportunity The Market USD $90 billion global mobile gaming revenue Mobile games dominate with 51% of the total global gaming industry revenue (Source: Dot Com Infoway) 5 billion global mobile phone subscribers 2.6 billion 5G subscribers by 2025 Proven market appetite with
Slide 6: The Problem
The Problem Over 90% of the global market are casual gamers starved of high quality, engaging content due to common barriers like large downloads, high costs & additional hardware requirements US $90b 2.7b 56% global mobile mobile gamers play 10+ hrs gaming revenue worldwide per week Barriers Downlo
Slide 7: More Game Developers Equals More Games
More Game Developers Equals More Games Saturation Point Revenue Per Install (RPI) for the $30.00 #1 iOS game in the world: $30 Avg. Cost Per Install (CPI): $6.61 (2020) $6.60 30,000 $0.25 Avg. Cost Per Install (CPI): $0.25 (2014) 10M (2009) #1 #1,000,000 (today) Game GAME RANK BY ESTIMATED REVENUE P
Slide 8: The Solution
The Solution Providing immersive and entertaining content solutions to emerging and developed markets PWA Competition Innovative Anti-Cheat Accessibility mechanics Technology Fair Play Non Traditional Marketing 8
Slide 9: Our Products: Mobile esports
Our Products Mobile esports 9
Slide 10: Key Features
Key Features Tournaments and Extensive Games Global Distribution Competitions Libraries of Exciting Prizes Big Brand Fair Competition Social Engagement Collaborations (Anti-cheat) Features Subscription Billing & Multilingual Redeemable Management Customer Support Rewards 10
Slide 11: Globally Scalable Platform
Globally Scalable Platform Auto Scaling Front-End Back-End Database 11
Slide 12: Go-to-Market Strategy
Go-to-Market Strategy B2C Direct Selling 130 Accepting payments in more than 160 Countries Globally Million Global Direct Sales Representatives 1 ICT Agreement 33 • Emerge owns and operates Miggster social gaming platform Million • Emerge earns up to 62% of the net revenue • Emerge earnings reduce a
Slide 13: Go-to-Market Strategy
Go-to-Market Strategy B2B2C Mobile Network Operators • Partnerships with multinational MNOs • Mass user scale and adoption • Partner marketing support for VAS product • Mobile subscription billing integration Emerge & MTN Demonstrate Cloud Game Streaming over 5G. 270 21 Million MTN Agreement • Emerg
Slide 14: Our Products: Game Streaming
Our Products Game Streaming HIGH PERFORMANCE Play high quality AAA graphics games anywhere, anytime. NO DOWNLOAD NEEDED Choose desired game and play immediately. WORKS ON ANY DEVICE No need for high-end expensive phones. COMMUNITY Social Network with fellow gamers. *Games displayed on interface are
Slide 15: Go-to-Market Strategy
Go-to-Market Strategy B2B Microsoft • ISV Partner with Microsoft 475m Addressable SSA • MS Azure edge MENA subscriber computing for market Game Cloud Streaming • Opportunity to cosell Game Cloud Streaming with Microsoft 61 • B2B distribution to MNOs & PayTV Microsoft Azure providers countries USD$ 8
Slide 16: B2B Microsoft Partnership Structures
B2B Microsoft Partnership Structures Emerge B2B - SaaS Partnership Offering Emerge B2B - Licensed Partnership Offering Customer self-deploys Applications delivered as a service online Emerge Emerge app into their publishes own Azure subscription app into via template published Corporate Marketplace
Slide 17: Our Products
™ Our Products Media = Le) Ye i _ oh st we GAMING. *- on &-COCONUTS Ea: @ 5 Cll
Slide 18: Monetisation
Monetisation Pay-As-You-Use (“PAYU”) Corporate Sponsorship Service Revenue Revenue Subscription Based Recurring Advertising eCommerce Revenue Revenue (DRR / MRR / ARR) Revenue - Digital Assets 18
Slide 19: Monetisation
Cll ™ Monetisation Payment flow SS. tone of our subscription plans Please select your prefered payment Please select the subscription pian that lor vouchers to purchase ‘method below ‘ould best suit you below Please select one of our subscription pe ‘orvouchersto purchase Voucher Code Pease enter yo
Slide 20: Subscription Business Model
Subscription Business Model B2C - MIGGSTER Direct Sales MIGGSTER limited period promotions • Annual Subscriptions offered on promotion $ 107 (# See note) ($ 64) (# See note) at discounted prices under promotional terms • First 1 million subscriptions at $3.20 thereafter Annual User Subscription Less
Slide 21: Subscriptions
Product Subscription Performance $25M 1 200 000 ARPU $20M 1 000 000 $14.68 $20M $19.2M $17.5M $16.7M $15M 800 000 Subscriptions Sold Value $13.3M $12.4M $10M 600 000 $11.9M MAU > 270,000 $5M 400 000 $5M 200 000 Competitive %0 0 Games Played > 20 million Aug Sep Oct Nov Dec Jan Feb Mar Apr May Jun 20
Slide 22: Investment Highlights
Investment Highlights SHARE PRICE GROWTH FINANCIALS • Significant potential to increase • Global Growth Strategy • Well funded with AUD $16M in the bank • Strong business newsflow • Multiple Global Go-to-Market strategies • No long-term debt • Short, medium and long term returns • Highly scalable recu
Slide 23: Timelines
Timelines JUN JUL AUG SEPT OCT NOV DEC NOV 2020 2020 2020 2020 2020 2020 2020 2021 + 5G EMERGE Miggster Premium Live 5G Game MTN Arena Independent Miggster Mobile (Game Streaming) in Streaming Launched Software Vendor Launched Launch partnership Demo Management with Microsoft MTN SA Official MTN Mark
Slide 24: Future
Future Dec 2021 Feb 2022 Jul 2022 Game Portal Redesign with Blockchain NFT Automated Engagement USA Launch Marketplace Launch - AAA Game integration Smartphone Apps Australia Launch Emerge AAA Game Global Enterprise Studio Development Crypto Economy Partnership 24
Slide 25: Global Reach
Global Reach Emerge Gaming MTN Miggster EM1 Operational Head Office EM1 Corporate Head Cape Town, South Africa Office Perth, Australia 25
Slide 26: Company Snapshot
Company Snapshot GREG STEVENS BERT MONDELLO PHILIP RE ROB HERSOV FIRDHOSE COOVADIA JONATHAN HART CEO & Executive Director Non-Executive Chairman Non-Executive Director Non-Executive Director Non-Executive Director Non-Executive Director Co-Founder with 10 years’ Experienced company executive Experie
Slide 27: Disclaimer
Disclaimer This presentation has been prepared by Emerge Gaming Limited referred to as the Company. It contains opinions or conclusions expressed in the course of this presentation. This presentation does not purport general information about the Company’s activities current as at the date of the pr
Slide 28: Thank You
Thank You For further information: South Africa Gregory Stevens CEO E: greg@emergegaming.com.au Australian Office: +618 6380 2555 Gregory Stevens, CEO of Emerge: “The future of gaming is the streaming of immersive and interactive high-quality 3D graphic content delivered in high definition video and w