Inspired Entertainment, Inc. · NASDAQ:INSE
Inspired Entertainment — Investor Presentation (June 2022)
22 slides from Inspired Entertainment's investor presentation, Jun 27, 2022
Slide 1: Investor Presentation June 2022
= INVESTOR PRESENTATION INSPIRED June 2022
Slide 2: Safe Harbor / Non-GAAP Financial Disclosures
Safe Harbor / Non-GAAP Financial Disclosures Forward-Looking Statements This presentation includes forward-looking statements within the meaning of the Private Securities Litigation Reform Act of 1996, These forward-looking statements include, but are not limited to, statements regarding our busines
Slide 3: Leading B2B provider of gaming content systems and solutions
Inspired Entertainment, Inc. Is a leading B2B provider of gaming content systems and solutions across online/mobile and retail channels around the world which predominantly generates recurring revenues pursuant to long-term contracts. Experienced developer of differentiated CONTENT-DRIVEN and entert
Slide 4: Proven and Experienced Management Team
Proven and Experienced Management Team : an Lorne Weil Brooks Pierce Daniel Silvers Stewart Baker Carys Damon President and Chief Executive Vice President Executive Vice President Executive Vice President Peet Executive Chairman Operating Officer and Chief Strategy Officer and Chief Financial Office
Slide 5: Investment Highlights
Investment Highlights es 4 INSPIRED A leading omni-channel B2B gaming provider with recurring revenue through long-term contracts Growth potential in content-driven Interactive and Virtual Sports segments Strong resurgence of land-based channels following COVID-19 closures Margin expansion and decli
Slide 6: Content Driven Gaming Systems
« v Content Driven Gaming Systems {NSP{RED — High-growth, capital efficient Strong recovery following VIRTUAL SPORTS COVID-19 retail reopening INTERACTIVE GAMING LEISURE VIRTUAL SPORTS INTERACTIVE GAMING LEISURE Regulated Gaming Cross-Selling Globally Shifting Share Opportunities and from Fewer Casi
Slide 7: Long-Term Growth Drivers
Long-Term Growth Drivers = Continue to grow capital efficient Interactive and Virtual Sports businesses = Launched Connecticut iGaming in Qi 2022 = Launched iGaming and Online Virtuals in Ontario in 2 2022 = Received Pennsylvania iGaming license in Q2 2022 = Expand North American VLT distribution =
Slide 8: Content Creation is Core Competency
Content Creation is Core Competency Proven track record for creating feature-rich games that deliver exciting experiences for regulated gaming, betting, lottery, social and leisure operators across land-based and mobile channels worldwide ae PARKS BETTING = Cross-channel approach - our SHOPS games w
Slide 9: Significant Momentum in Online Channels
Significant Momentum in Online Channels Our content-driven Interactive and Virtual Sports businesses continue to grow their customer base in new, emerging and core markets iGAMING and iLOTTERY VIRTUAL SPORTS LOTTOMATIA GOLDEN novibet 888 SUGGET ee CASINO SVENSKA RESORTS parioby on sky Lottoland n Ba
Slide 10: Interactive: iGaming and iLottery online content
eae Ie Online gaming operators use our top-performing game titles online and on mobile devices worldwide High-growth, high-margin recurring revenue business Gaining share from the launch of new content across the estate, growth in the customer base in new, emerging and core markets and increased pro
Slide 11: Virtual Sports
VIRTUAL SPORTS = Apioneer and leader in Ultra-HD games that create an always-on sports wagering experience Largest portfolio with basketball, NFLA football, MLBPAA baseball, as well as men’s and women's soccer Continual stream of fast-paced action, ultra-realistic player simulations and a wide bread
Slide 12: Gaming
GAMING = — Gaming growth shifting from large casinos to many distributed venues = — Inspired is a leader in server based gaming and provides content on a distributed basis, allowing access to a wide footprint through internet and proprietary networks = ~32,000 machines live with top games in key jur
Slide 13: Leisure
LEISURE e A leading supplier of server based gaming terminals and pay to play entertainment products to pubs, arcades, motorway service areas and holiday resorts in the UK e Ability to leverage top performing content across platforms e Potential for digital transition to drive improved economics — A
Slide 14: Investment Highlights
Investment Highlights in the UK, ong tet hnolog ue business" through long-terr €>) GROWTH POTENTIAL IN CONTENT-DRIVEN INTERACTIVE & VIRTUAL SPORTS SEGMENTS 21, notwit aA STRONG RESURGENCE OF RETAIL BUSINESSES FOLLOWING COVID-19 CLOSURES nues in general retail = Q1 2021 Adjusted EBITDA @ MARGIN EXPAN
Slide 15: Market Capitalization
Market Capitalization (unaudited) Actual (US$ in millions, except per share data) 3/31/22 Cash $40.8 Senior Secured Notes” 309.3 Accrued Interest, Finance Lease Liabilities and Pension Liability” 10.8 Total Debt $320.1 Net Debt $279.3 Diluted Shares Outstanding” (in millions) 28.479 Share Price (As
Slide 16: Appendix
INSPIRED . Appendix
Slide 17: Summary of Q1 2022 Segment Performance
Summary of Q1 2022 Segment Performance Three Months Ended March 31, 2022 ; 1 Adjusted EBITDA Revenue Adjusted EBITDA aa Margin (dns ns) Qi 2022 QI 2021 % Q1 2022 Qi 2021 % Qi 2022 Qi 2021 Segments Interactive $5.3 $5.2 2% $2.9 $3.4 (15%) 54% 65% Virtual Sports 11.6 63 84% 94 49 90% 81% 78% Leisure 1
Slide 18: Summary of FY 2021 Segment Performance
Summary of FY 2021 Segment Performance 4 welve Months Ended December 31, 2021 Revenue Adjusted EBITDA’ Adjusted EBITDA Margin’ (In $ millions) FY 2021 FY 2020 % FY 2021 FY 2020 % FY 2021 FY 2020 Segments Interactive $22.8 $13.3 72% $13.0 $7.5 73% 57% 57% Virtual Sports 36.0 32.4 11% 28.4 25.1 13% 79
Slide 19: Non-GAAP Reconciliation: Q1 2022 Adjusted EBITDA by Segment
Non-GAAP Reconciliation: Q1 2022 Adjusted EBITDA by Segment Virtual Gaming Sports Interactive Leisure Corporate Total (In millions) Net gain (loss) s 67 $ a7 8 PS (la) $ (14.5) $ 15 Items Relating to Discontinued Activities Pension charges = _ - - 0.1 Ol Items outside the normal course of business:
Slide 20: Non-GAAP Reconciliation: Q1 2021 Adjusted EBITDA by Segment
Non-GAAP Reconciliation: Q1 2021 Adjusted EBITDA by Segment v Gaming Sports Interactive Leisure Corporate Total rtual dn millions) Net gain (loss) S$ 66) S$ S78 26 $ Ds ays (67) Items Relating to Discontinued Activ Pension charges = = = = 02 02 Items outside the normal course of business: Acquisitio
Slide 21: Non-GAAP Reconciliation: FY 2021 Adjusted EBITDA by Segment
Non-GAAP Reconciliation: FY 2021 Adjusted EBITDA by Segment welve Months Ended December 31, 2021 Virtual Gaming _Sports___Interactive _Leisure Corporate _Total (in millions) Net gain (loss) 8 18 $ 228 $ 92 $ (1.0) $ (69.5)$ (36.7) Items Relating to Discontinued Activities Pension charges = = = = os
Slide 22: Any questions?
Any questions: ~~ ° ° ud IR@inseinc.com 646-565-6938 INSPIRED ESSENTIAL ENTERTAINMENT 4, INSPIRED
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