Betr Entertainment Limited · ASX:BBT
Betr Entertainment — Investor Presentation (July 2021)
11 slides from Betr Entertainment's investor presentation, Jul 30, 2021
Slide 1: Q4 FY21 Investor Presentation & Appendix 4C
Q4 FY21 INVESTOR PRESENTATION & APPENDIX 4C July 2021 Q4 FY21 INVESTOR PRESENTATION 1 JULY 2021
Slide 2: Important Notice & Disclaimer
IMPORTANT NOTICE & DISCLAIMER Acceptance Effect of rounding This presentation has been prepared by BlueBet Holdings Ltd (ACN 647 124 641) (BlueBet). A number of figures, amounts, percentages, estimates, calculations of value and fractions in this presentation are subject to the effect of rounding. B
Slide 3: Key Quarterly Highlights
KEY QUARTERLY HIGHLIGHTS Positioning the Q4 FY21 Turnover of $96.5 million (up 39.8% on the PCP) with strong momentum Australian business continuing into July with the business on track to deliver a record net win for the month for growth whilst preparing for US market entry 32,472 Active Customers¹
Slide 4: FY21 Key Metrics Dashboard versus PCP
FY21 KEY METRICS DASHBOARD VERSUS PCP BlueBet has a track record of sustainable growth 6.5 million 32,472 Bet Count Active Customers¹ across key metrics (+89.3% on PCP) (+45.7% on PCP) and has continued this impressive growth in FY21 $35.6 million 10.4% Net Win Net Win margin (+92.4% on PCP) (+0.5pp
Slide 5: Key Q4 & FY21 (12 Months) Metrics
KEY Q4 & FY21 (12 MONTHS) METRICS Q4 FY20 Q4 FY21 PCP FY20 FY21 PCP 32,472 22,289 ACTIVE CUSTOMERS¹ +45.7% Q4 FY20 Q4 FY21 $344.7m $96.5m TURNOVER $69.0m +39.8% $188.1m +83.2% Q4 FY20 Q4 FY21 FY20 FY21 $44.2m $9.8m $12.7m $22.5m GROSS WIN +29.8% +96.4% Q4 FY20 Q4 FY21 FY20 FY21 12.8% 14.2% 12.0% GRO
Slide 6: Active Customers
ACTIVE CUSTOMERS¹ +45.7% on PCP Momentum in customer acquisition continues 32,472 ahead of investment in incremental marketing expenditure 26,824 25,540 23,927 22,289 20,045 20,217 19,479 Q1 FY20 Q2 FY20 Q3 FY20 Q4 FY20 Q1 FY21 Q2 FY21 Q3 FY21 Q4 FY21 1. Customers who have placed a cash bet in the 1
Slide 7: FY21 Key Metrics versus Prospectus
FY21 KEY METRICS VERSUS PROSPECTUS Across all key metrics BlueBet delivered a result 6.5 million 32,472 above FY21 Bet Count Active Customers¹ (+1.3%) (+16.3%) prospectus forecast $35.6 million 10.4% Net Win Net Win margin (+3.0%) (+0.1pp) $344.7 million $225 Turnover Cost per First time Depositor (
Slide 8: Summary of Quarterly Cash Flows
SUMMARY OF QUARTERLY CASH FLOWS All amounts in A$000’s1 Q4 FY21 FY21 Very robust balance Receipts from customers Cost of Sales 23,719.54 (3,508.03) 83,108.28 (15,089.58) sheet provides the fuel Advertising and marketing (1,294.49) (4,121.56) to fund growth Leased assets Staff costs (37.97) (1,169.77
Slide 9: US Strategy and Market Entry
US STRATEGY AND MARKET ENTRY Market access to Iowa secured through skin Iowa, the first US state for BlueBet agreement with US States with legalised sports betting Dubuque Racing BlueBet’s agreement with Dubuque will Association allow BlueBet to conduct its online (Q Casino) sportsbook operations in
Slide 10: Outlook
OUTLOOK CONTINUED GROWTH IN KEY CONTINUE BUILDING MARKET ENTER INTO THE US MARKET OPERATING AND FINANCIAL METRICS SHARE IN AUSTRALIA • Continue growing key operating and financial • The business is off to a great start to FY22 • BlueBet on track to generate revenue in the metrics, including: and is
Slide 11: Q4 FY21 Investor Presentation July 2021
Q4 FY21 INVESTOR PRESENTATION 11 JULY 2021
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