Betmakers Technology Group Ltd. · ASX:BET
Betmakers Technology — Investor Presentation (January 2025)
19 slides from Betmakers Technology's investor presentation, Jan 31, 2025
Slide 1: Transformation Update
BetMakers Technology Group Ltd For personal use only | | | | | | | | | | | | | | | | | | | | | | | | | | | | | TRANSFORMATION UPDATE Our Focus is on Growth. © 2025 BetMakers Technology Group Limited. Confidential & proprietary. TRANSFORMATION UPDATE | 1
Slide 2: Executive Summary
EXECUTIVE SUMMARY For personal use only ______ BetMakers’ is a global leader in software, data and insights for wagering on racing. A GLOBAL LEADER IN RACING LARGE GLOBAL MARKET DEEP INDUSTRY EXPERTISE AND IMPROVING GROWTH AND UNIQUE OPERATING MODEL FINANCIAL PERFORMANCE ➞ We supply software, data a
Slide 3: Company Overview
For personal use only COMPANY OVERVIEW ______ Building the Global Leader in B2B Technology Products for Racing Led Wagering © 2025 BetMakers Technology Group Limited. Confidential & proprietary. TRANSFORMATION UPDATE | 3
Slide 4: BetMakers is now looking to accelerate
BetMakers is now looking to accelerate and is ready to For personal use only capitalise on its position as a major gateway to the racing ecosystem. ACCELERATE CONSOLIDATE ➞ Focus on growth ➞ Leverage upgraded technology and investment GROW ➞ Scale revenue based on market position ➞ Streamline operat
Slide 5: B2B clients and product suite ecosystem
For personal use only SPORTSBOOK TOTE OPERATORS OPERATORS B2B Clients Product Suite The ecosystem generated by our unique product suite gives us broad GlobalTote.bet reach into the industry, generating network effects for our marketplace. Our Integrations WAGERING CONTENT CUSTOMERS PROVIDERS © 2025 B
Slide 6: Operating Model
OPERATING MODEL For personal use only ______ BetMakers has built the “go-to” marketplace for software, data and insights related to racing led wagering. GLOBAL DATA AND CONTENT PROVIDERS FORM CRUNCHER BetMakers is seeing the network effects of this operating model as the reach of the marketplace grow
Slide 7: Growth in online wagering increasing demand for racing product
The growth in online wagering is increasing demand For personal use only for our global racing product. THE GLOBAL WAGERING AUDIENCE WHY RACING PRODUCT? ➞ 24/7 global action 20,0001 1.5bn1 ➞ 2nd highest gambling turnover1 of any sport ➞ Iconic events - Melbourne Cup, Grand National, Kentucky Derby S
Slide 8: Track record of innovation in racing wagering
BetMakers has a track record of leading the racing industry For personal use only for innovation related to wagering. First Fantasy Wagering Pioneer in Automated Fixed MTS platform API Tournaments Odds Pricing solution 2013 2017 2022 2016 2021 2023 First MTS Business in Established Global Tote Pool
Slide 9: Apollo next generation platform
BetMakers’ next generation “Apollo” For personal use only Platform is industry leading technology designed to take wagering on racing to the next level. KEY FEATURES ➞ Modern architecture for increased scalability and performance ➞ Rapid release cycles to bring products and innovation to market quic
Slide 10: Transformation Update: Consolidate
For personal use only TRANSFORMATION UPDATE ______ Consolidate © 2025 BetMakers Technology Group Limited. Confidential & proprietary. TRANSFORMATION UPDATE | 10
Slide 11: Transformation Progress
For personal use only TRANSFORMATION PROGRESS ______ BetMakers continues to deliver on its transformation objectives. STAFF OPTIMISATION COST REDUCTION APOLLO LAUNCH CLOUD EFFICIENCY MARKET STRATEGY _____________________ _____________________ _____________________ _____________________ _____________
Slide 12: Transformation has generated $32m in annualised savings
For personal use only BetMakers’ transformation has generated $32m1 in annualised savings and is ongoing. $22m $6m $4m $32m REDUCTION IN STAFF COST REDUCTION IN OVERHEADS CLOUD AND INFRASTRUCTURE SINCE Q2 FY23 SINCE Q2 FY23 SAVINGS IN AU SINCE JUN 24 We are committed to operational excellence and fu
Slide 13: Long term goal to become a Rule of 40 company
For personal use only BetMakers’ long term goal1 is to transform into a ‘Rule of 40’2 Company. FY19 FY23 FY24 LONG TERM GOALS Revenue $6m $95m $88m3 10%+ Growth BUILD CONSOLIDATE ACCELERATE GM% 60% 56% 60% 70%+ Gross Margin Adjusted EBITDA4 -$6m -$28m -$7m EBITDA Margins 25%+ Our transformation init
Slide 14: Transformation Strategy: Profitability
For personal use only TRANSFORMATION STRATEGY PROFITABILITY ______ The transformation strategy has already delivered improvements in profitability. Quarterly Adjusted EBITDA1 has improved from a loss of $3.4m in Q4 FY24 to a loss of $0.3m in Q2 FY25 (a reduction of 90%). 1 Adjusted EBITDA refers to E
Slide 15: Growth Focus: Accelerate
For personal use only GROWTH FOCUS ______ Accelerate © 2025 BetMakers Technology Group Limited. Confidential & proprietary. TRANSFORMATION UPDATE | 15
Slide 16: Growth Flywheel
GROWTH FLYWHEEL For personal use only ______ BetMakers’ growth outlook continues to strengthen, driven by its market leading technology and enhanced customer proposition ➞ Leaner product set driving reduced cost to service ➞ Multi-tenant and highly ➞ Integrated corporate scalable architecture functi
Slide 17: Executing on growth plans
We are executing on our growth plans - driven by the network For personal use only effects of our ecosystem and our market leading technology. STRATEGY KEY PRODUCT Increase the number of global sportsbooks that have access Combination of direct and partnerships sales to to our software, data and insi
Slide 18: Partnership channel to global potential customers
BetMakers has developed a partnership channel which provides efficient access to For personal use only a global network of potential customers in Sports and iGaming. BETMAKERS’ TURNKEY PRODUCTS Leading B2B Providers Globally Potential OPERATORS IN SPORTS BETTING AND iGAMING Customers Combined with Bet
Slide 19: Disclaimer
DISCLAIMER For personal use only ______ This shareholder update is dated 31 January 2025. The material contained in this document is a presentation of general information about the activities of BetMakers Technology Group Limited (the Company or BET) as at the date of this update. All monetary figure
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