Pointsbet Holdings Ltd. · ASX:PBH

Pointsbet — Investor Presentation (October 2021)

14 slides from Pointsbet's investor presentation, Oct 28, 2021

  1. Slide 1: Q1 FY22 Investor Presentation

    Q1 FY22 INVESTOR PRESENTATION | OCTOBER 2021

  2. Slide 2: Important Notice and Disclaimer

    Q1 FY22 INVESTOR PRESENTATION IMPORTANT NOTICE AND DISCLAIMER This document and any oral presentation accompanying it has been Therefore, there can be no assurance that such forecasts, forward Disclosures in this document, the accompanying presentation or any prepared in good faith, however, no expr

  3. Slide 3: Key Operational Highlights

    Q1 FY22 INVESTOR PRESENTATION KEY OPERATIONAL HIGHLIGHTS 23 JULY 2021 13 AUGUST 2021 19 AUGUST 2021 26 AUGUST 2021 LAUNCHED iGAMING IN LAUNCHED ONLINE ANNOUNCED AS AN SUCCESSFULLY COMPLETED NEW JERSEY, representing SPORTS BETTING OPERATIONS APPROVED SPORTSBOOK A$400M CAPITAL RAISE the Company’s seco

  4. Slide 4: Q1 FY22 Trading Metrics

    Q1 FY22 INVESTOR PRESENTATION Q1 FY22 TRADING METRICS GROUP AUSTRALIA US1 All figures in A$ Q1 FY21 Q1 FY22 PCP Q1 FY21 Q1 FY22 PCP Q1 FY21 Q1 FY22 PCP Turnover / Handle $691.9m $979.9m + 42% $527.7m $631.4m + 20% $164.2m $348.6m + 112% SPORTS Gross Win % 10.2% 11.9% + 1.8pp 11.5% 13.9% + 2.4pp 6.0%

  5. Slide 5: Cash Active Clients

    Q1 FY22 INVESTOR PRESENTATION CASH ACTIVE CLIENTS1 CLIENTS WHO HAVE PLACED A CASH BET IN THE LAST TWELVE MONTHS Cash Active Clients Cash Active Clients +79% +367% Australia on PCP US on PCP 222,662 185,880 196,585 159,321 124,715 39,816 31 MAR 19 30 JUN 19 30 SEP 19 31 DEC 19 31 MAR 20 30 JUN 20 30

  6. Slide 6: Highlights: Australia Q1 FY22 Achievements

    Q1 FY22 INVESTOR PRESENTATION HIGHLIGHTS: AUSTRALIA Q1 FY22 ACHIEVEMENTS A$631.4m A$87.9m POINTSBET AUSTRALIA – PCP PERFORMANCE (A$) Turnover / Handle Gross Win Key metrics Q1 FY21 Q1 FY22 Change UP 20% ON PCP UP 45% ON PCP Turnover / Handle $527.7m $631.4m + 20% Gross Win Margin 11.5% 13.9% + 2.4pp

  7. Slide 7: Highlights: US Q1 FY22 Achievements

    Q1 FY22 INVESTOR PRESENTATION HIGHLIGHTS: US Q1 FY22 ACHIEVEMENTS A$348.6m A$29.2 POINTSBET US – PCP PERFORMANCE (A$) SPORTS BETTING SPORTS BETTING Key metrics Q1 FY21 Q1 FY22 Change Turnover / Handle Gross Win Sports Betting Turnover / Handle $164.2m $348.6m + 112% UP 112% ON PCP UP 197% ON PCP Spo

  8. Slide 8: Trading Metrics by US State

    Q1 FY22 INVESTOR PRESENTATION Q1 FY22 TRADING METRICS BY US STATE POINTSBET US: STATE-BY-STATE Q1 FY22 PERFORMANCE (A$M)* Key metrics New Jersey Illinois Michigan Indiana Colorado Iowa West Virginia Total Turnover / Handle 102.1 131.8 32.0 29.0 38.5 13.8 1.3 348.6 Gross Win Margin 11.8% 7.3% 8.1% 6.

  9. Slide 9: North American Market Access

    Q1 FY22 INVESTOR PRESENTATION NORTH AMERICAN MARKET ACCESS1 US Canada Maine Washington Vermont New North Dakota Montana Minnesota Hampshire Massachusetts Oregon New York Wisconsin Rhode Island Idaho South Dakota Connecticut Michigan Yukon Wyoming2 New Jersey Pennsylvania Nunavut Iowa Nebraska Ohio D

  10. Slide 10: What's Next for iGaming

    Q1 FY22 INVESTOR PRESENTATION WHAT’S NEXT FOR iGAMING September October December February MI: 30 Games MI: 64 Games MI: 64 Games MI: 99 Games NJ: 17 Games NJ: 46 Games NJ: 70 Games NJ: 122 Games WV: 20 Games WV: 30 Games COMING SOON LIVE DEALER GAMES Games include slot titles, video poker and table

  11. Slide 11: Key US Partnerships

    Q1 FY22 INVESTOR PRESENTATION KEY US PARTNERSHIPS NBC/NFL Partnerships NFL Marketing Strategy AUTHORISED NFL PARTNER: – Commercial units are running across various NBC O&Os, RSN networks, and – PointsBet talent included in NFL video content created by NBC Sports Edge 1 OF 7 OPERATORS PERMITTED TO Ef

  12. Slide 12: Summary of Quarterly Cash Flows

    Q1 FY22 INVESTOR PRESENTATION SUMMARY OF QUARTERLY CASH FLOWS All amounts in A$m1 Receipts from customers2 Q1 FY22 72.4 A$626.7m A$400m Cost of sales (33.0) TOTAL CORPORATE CASH CAPITAL RAISE Sales and marketing3 (46.5) AND CASH EQUIVALENTS COMPLETED Staff costs (19.3) AT END OF THE QUARTER 26 AUGUS

  13. Slide 13: Continued Investment in Product and Technology

    Q1 FY22 INVESTOR PRESENTATION CONTINUED INVESTMENT IN PRODUCT AND TECHNOLOGY Delivering in-play excellence and key product features Same Game Parlay, Name-A-Bet, PointsBetting, Vision, Personalisation and iGaming – One Global Team – Loosely couple – Proven during peak – Fast, easy to use – 99%+ of b

  14. Slide 14: PointsBet's Continued Focus

    Q1 FY22 INVESTOR PRESENTATION POINTSBET’S CONTINUED FOCUS In-Play NBC iGaming US Racing Australia Canada 14

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