Ese Entertainment Inc · TSXV:ESE
Ese Entertainment — Investor Presentation (March 2023)
20 slides from Ese Entertainment's investor presentation, Mar 1, 2023
Slide 1: Q1 2023 Corporate Presentation
TSXV: ESE OTCQX: ENTEF Q1 2023 Corporate Presentation
Slide 2: Disclaimer
Disclaimer This document contains forward looking statements, including Future Oriented Financial Information The securities of ESE are considered highly speculative due to the nature of ESE’s business. (“FOFI”) that relate to our current expectations and views of future events. Certain information
Slide 3: The Gaming Market
GLOBAL VIDEO GAMING MARKET CONTINUES TO HAVE The Gaming Market IMPRESSIVE YEAR-ON-YEAR GROWTH Value of the Gaming Market • Electronics sports, or “esports”, are Gaming publishers in the world $300B competitive or professional competitions using video games. 3,500+ $250B $268B • Individual players, u
Slide 4: ESE Entertainment Executive Summary
ESE Entertainment Executive Summary CORE BUSINESS LINES COMPANY HIGHLIGHTS • Tier one customers Gaming Technology • Record revenue growth quarter-over-quarter • Multiple growth catalysts • Scalable data and technology platform Gaming Media Key Info CUSTOMERS AND PARTNERS Founded: 2019 Team: 120+ Web
Slide 5: Company Highlights
Company Highlights - $80M annual revenue run rate and growing - Positive Adj. EBITDA for the 9 months ended July 31, 2022 - Strong management with proven results and industry expertise - Tight capital structure with limited downward pressure - Valuation at ~0.5x LTM revenue, comparables at 2x+ ESE E
Slide 6: Financial Performance
Financial Performance $19.86M $20.0M ~$80M Annual Revenue Run Rate $15.9M Based on Fiscal Q4 2022 revenue $16.0M $15.M Positive $12.0M ADJUSTED EBITDA $8.03M Based on nine months ended July 31, 2022 $8.0M $6.24M $4.23M 417% $4.0M Growth in Revenue $.72M from Fiscal Q4 2021 to Q4 2022 Financials $.0M
Slide 7: Comparables
ESE Entertainment Inc. (TSXV: ESE): Corporate Presentation Comparables ~$31M ESE Entertainment ~$1.5B ~$3.7B ~$130M ~$2.5B ESL FACEIT Keywords Playmaker Score Media and Group* Studios Capital Gaming** Market Capitalization numbers in Canadian Dollars and as of March 1, 2023 *ESL Gaming and FACEIT me
Slide 8: Our Business Model
Our Business Model Video Game Developers and Publishers $ Pay ESE New video game users (downloads and signups) Gaming Gaming Technology Media 8/20 ESE Entertainment Inc. (TSXV: ESE): Corporate Presentation
Slide 9: Highlighted Customer
Highlighted Customer 3.6M+ NEW USERS 22% CONVERSION RATE Average Day 7 retention of 22% and ROI of 9% through all GEOs. 9/20
Slide 10: Gaming Technology
Gaming Technology 200M+ GLOBAL LEADER IN PLAYER ACQUISITION ESE’s technology and data business division is Monthly Impressions focused on the bringing users/players to video game developers. 2M+ The company creates and executes its performance Yearly Downloads technology software to generate users a
Slide 11: Our Technology Applied
OUR TECHNOLOGY APPLIED Our technology bring users to video game developers. UNIFIED CAMPAIGN MANAGEMENT + Create and manage digital campaigns and measure results. + Develop distinct creative formats that result in ads that feel like video games + Improve methods for tracking and reporting ad perform
Slide 12: Big Data and Artificial Intelligence Product
Big Data and Artificial Intelligence Product Singularity is ESE’s machine learning technology product that creates individualized marketing profiles, which results in more efficient and profitable player acquisition campaigns. It is an infrastructure collection of modules that provide solutions for
Slide 13: Gaming Media and Production
Gaming Media and Production ESE’s media and production business division is focused on the video game industry. ESE creates and executes esports and gaming events, broadcasts, and media content. ESE Entertainment Inc. (TSXV: ESE): Corporate Presentation 13/20
Slide 14: Gaming Media and Production
Gaming Media and Production Click to Watch ESE Entertainment Inc. (TSXV: ESE): Corporate Presentation 14/20
Slide 15: Executive Team
Executive Team Konrad Wasiela Eric Jodoin Andrea Lieuwen Rick Brace Ron Segev Raj Dewan Rob Kang CEO & Founder COO of ESE CFO Director Director Director Director - Founder of ESE - Founder and CEO of - Senior leadership at - Past President of - Founding partner of - Partner of Served as the Director
Slide 16: Upcoming Growth Catalysts
Upcoming Growth Catalysts ESE Entertainment Inc. (TSXV: ESE): Corporate Presentation 16/20
Slide 17: Big Data and Artificial Intelligence Product
Big Data and Artificial Intelligence Product - Released phase 1 of Singularity, a proprietary Data Lake/BI infrastructure for big data ingestion and processing - Adds new technology and capabilities: proprietary technology and systems to help video game developers reach more users. - Continuing the
Slide 18: iGaming Business Unit
iGaming Business Unit - The Company is expanding its business offerings to igaming, which may be synergistic with its existing assets, subject to further business and regulatory due diligence. ESE Entertainment Inc. (TSXV: ESE): Corporate Presentation 18/20
Slide 19: Capital Structure and Overview
Capital Structure and Overview Name: ESE Entertainment Inc. Share Price: $0.39 Insider Holdings: ~34% Symbols: TSXV: ESE Public Float: ~52M Shares Total Shares Out: ~79M OTCQX: ENTEF Market Cap: ~$31M Analyst Coverage: FRC $0.39 Tight Structure – Primed for Growth Numbers as at March 1, 2023 All $ F
Slide 20: ESE Entertainment Inc.
ESE Entertainment Inc. TSXV: ESE Contact: Konrad Wasiela, CEO OTCQX: ENTEF Phone: +1 (437) 826-4012 Q1 2023 Presentation Email: investors@esegaming.com
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