Allied Gaming & Entertainment Inc. · NASDAQ:AGAE
Allied Gaming & Entertainment — Allied Esports Entertainment — Investor Presentation (September 2020)
21 slides from Allied Gaming & Entertainment's investor presentation, Sep 14, 2020
Slide 1: Allied Esports Entertainment September 2020
ALLIED ESPOPT!: ENTERTAINMENT Ee pte ember 2020 Lest cant | ie a i — a 4
Slide 2: Forward-looking statements
This presentation includes “forward - looking statements” under Section 27 A of the Securities Act of 1933 , as amended, and Section 21 E of the Securities Exchange Act of 1934 , as amended . Allied Esports Entertainment, Inc’s (the “Company”) a ctual results may differ from its expectations, estima
Slide 3: Allied Esports Entertainment Overview
• Allied Esports Entertainment is a global esports entertainment company powered by two of the largest brands in the rapidly emerging multi - billion - dollar competitive esports and entertainment sector — Allied Esports and the World Poker Tour (“WPT”) • Company generated $ 26 . 1 M of revenues in
Slide 4: Management Team
MANAGEMENT TEAM FRANK NG | CEO Industry Leading Management Team with Significant Experience in the Technology, Gaming and Entertainment Industries 4 ANTHONY HUNG | CFO ADAM PLISKA | CEO (1) President (AESE) JUD HANNIGAN | CEO (2) DAVID MOON | COO 1 CEO of World Poker Tour | 2 CEO of Allied Esports I
Slide 5: Company Highlights
COMPANY HIGHLIGHTS • Large and underserved global audience of 2.7 billion gamers with esports revenue growing at a ~22% CAGR from 2016 – 2019 (1) • Esports viewership is expected to grow at a ~ 10% CAGR from 2019A through 2023E and is already surpassing all major sports viewers with 443 million at t
Slide 6: Esports Is the Fastest Growing Sector
Source: Newzoo | 1 Revenue from sponsorship, advertising and media rights | 2 Revenue from merchandising, tickets and game publisher fees 120 121 143 173 198 295 115 160 192 222 245 351 235 281 335 395 443 645 0 100 200 300 400 500 600 700 2015A 2016A 2017A 2018A 2019E 2022E Enthusiasts Occasional V
Slide 7: Esports Viewership Rivals Mainstream Sports Leagues
AESE’s global property network expected to offer opportunity for commercialization and improved monetization $88 $69 $52 $35 $2 114 65 270 231 395 -- 50 100 150 200 250 300 350 400 450 $-- $20 $40 $60 $80 $100 $120 Global Viewership (millions) Per Capita Revenue ($) Per Capita Revenue Global Viewers
Slide 8: Three Pillar System
THREE PILLAR SYSTEM MULTIPLATFORM CONTENT The development of proprietary content that promotes the first pillar while expanding its customer base INTERACTIVE SERVICES The monetization of the ecosystem through online products and services IN - PERSON EXPERIENCES The creation of engaging live events c
Slide 9: WPT Global Footprint
WPT GLOBAL FOOTPRINT SUCCESSFULLY EXECUTING THREE PILLAR MODEL SINCE 2002 • Global main tour of 60+ events across four continents • Awarded over $1 billion in prize monies to date • 17 successful seasons across various networks, including Fox Sports, where show currently resides • Globally broadcast
Slide 10: Sponsorship By The Numbers
Sponsorship By The Numbers WORLD POKER TOUR SPONSOR & Distribution Growth 10 1 2011 25 + 2020 WPT Value to Sponsors 150 Countries & Territories Broadcasted in 18 - year history 60 + WPT In - Person Events 1 Fox Sports Ranked Regularly Scheduled Show 900K Viewers Per Episode 29 Networks Broadcasted G
Slide 11: In-Person Experiences
• HyperX Esports Arena Las Vegas has become one of the world’s most prominent esports destinations • Mobile esports trucks allow corporate sponsors to reach a large audience in multiple locations at an economical cost with appearances at the Super Bowl, NASCAR races, music festivals, E 3 and many ot
Slide 12: Strategic Partners Provide Key Advantages
• Strategic investment in AESE by Simon, a leading mall operator of premier shopping, dining, entertainment and mixed - use destination properties across North America, Europe and Asia • Partnership with AESE to deliver esports experiences through integrated gaming venues and production facilities a
Slide 13: Multiplatform Content
Allied Esports Entertainment generates content for consumption 24 HOURS a day, 7 DAYS a week BROADCAST SHOWS DIGITAL VIDEOS LIVE STREAMS MULTIPLATFORM CONTENT 13 Copyright © 2020 Allied Esports Entertainment, Inc. – All Rights Reserved
Slide 14: Capitalizing on the Rapid Growth of Esports Betting
CAPITALIZING ON THE RAPID GROWTH OF ESPORTS BETTING 14 July 9 , 2020 - Licensing and Sponsorship agreement with Esports Entertainment Group (Nasdaq : GMBL) and their online sports book VIE . gg for Legend Series August 20 , 2020 – Multi - year licensing agreement with GRID for global monetization of
Slide 15: Interactive Services
• Modeled after long - time operating WPT Interactive Services strategy that includes subscription model ClubWPT and social gaming models PlayWPT , WPTGO and partnership with Zynga • Currently host online esports events through platform created to run Simon Cup • Plan to enhance and develop subscrip
Slide 16: Financial Highlights
FINANCIAL HIGHLIGHTS ADJUSTED EBITDA REVENUE | SEGMENT ANALYSIS ($ in Millions) ($ in Millions) 16 Copyright © 2020 Allied Esports Entertainment, Inc. – All Rights Reserved $3.2 $0.7 $1.7 $0.7 $2.4 $3.2 Q2 FY19 Q2 FY20 In-Person Multiplatform Interactive $7.3 $4.6 ($1.0) ($1.3) Q2 FY19 Q2 FY20 ($ in
Slide 17: Completion of Transactions to Address Convertible Debt Obligations
SUCCESSFUL COMPLETION OF TRANSACTIONS TO ADDRESS CONVERTIBLE DEBT OBLIGATIONS • During the second quarter, the Company completed a series of transactions to address approximately $14.0 million of convertib le debt obligations that were scheduled to mature in August 2020. These transactions included:
Slide 18: Growth Catalysts
GROWTH CATALYSTS 18 • Long - tenured relationship between WPT and Fox Sports allows for a possible entry point into a major US network presence for Alli ed Esports • Ability to leverage TV Azteca’s proven esports distribution model in Latin America to facilitate partnerships with major US n etw orks
Slide 19: Appendix
APPENDIX APPENDIX
Slide 20: Non-GAAP Reconciliation
NON - GAAP RECONCILIATION EBITDA and Adjusted EBITDA are non - GAAP financial measures and should not be considered as a substitute for net income (loss), operating income (loss) or any other performance measure derived in accordance with United States generally accepted accounting principles (“GAAP
Slide 21: ALLIED
ALLIED ESPOrtisy ENTERTAINMENT
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