Enthusiast Gaming Holdings Inc · TSX:EGLX
Enthusiast Gaming — Investor Presentation (August 2021)
37 slides from Enthusiast Gaming's investor presentation, August 2021
Slide 1: Enthusiast Gaming Investor Presentation August 2021
EnthusiastGaming Investor Presentation August 2021 TSX: EGLX NASDAQ: EGLX
Slide 2: Cautionary Statements
CAUTIONARY STATEMENTS This presentation is for information purposes only and does not constitute an offer to sell or a solicitation of an offer to buy securities. The information contained herein has been prepared for the purpose of providing interested parties with general information to assist the
Slide 3: Leadership Team and Snapshot
Leadership Team and Snapshot Gamers. Live. Here. ENTHUSIAST GAMING HOLDINGS INC.
Slide 4: Visionary Management Team
Visionary Management Team Francesco Aquilini Chairman Prominent Canadian businessman, investor, and philanthropist. Owner of the Vancouver Canucks NHL team and Rogers Arena. Has served as MD, Aquilini Investment Group since 1978. Adrian Montgomery CEO & Director Long standing leadership career in pu
Slide 5: Our Core Pillars
Our Core Pillars MEDIA & CONTENT TALENT ESPORTS EXPERIENTIAL a: Gee . ss 5 ENTHUSIAST GAMING HOLDINGS INC
Slide 6: The Enthusiast Advantage
The Enthusiast Advantage We own the fan experience Our vertically integrated platform offers numerous points of connection, creating enhanced engagement across our community WEBSITES 100+ Websites publishing unique content across the video game spectrum YOUTUBE CHANNELS 30 Weekly Shows 20M+ Subscrib
Slide 7: Enthusiast at a Glance
Enthusiast at a Glance GAMERS. LIVE. HERE. Enthusiast Gaming is one of the largest vertically integrated gaming companies in the world Average LTM 012021 Influencers Paying PFLTM Qe 2021 Monthly Total Content Subscribers Revenue?) Gamers® Views YouTube Global Virtual + Professional Q2 2021LTMYoY | 0
Slide 8: Gen Z Marks the Spot
Gen Z Marks the Spot Known as ‘untouchables,’ Gen Zs are challenging marketers at their core given how difficult it is to reach them Gen Z is one of the most consequential generations in history already influencing household purchasing decisions and gaining economic power) 61% prefer to watch esport
Slide 9: Jun-20 Jul-20 Aug-20
0.0% Jun-20 Jul-20 Aug-20 Sep-20 Oct-20 Nov-20 Dec-20 Jan-21
Slide 10: Investment Highlights
Investment Highlights Leading Market Position Leading gaming media platform with unparalleled access to Gen Z & Millennial audience reaching over 300M gamers monthly Major Growth Market Fueled by significant generational shifts in consumer behavior; total gaming market valued at USS175B in 20202 wit
Slide 11: Our Industry
Our Industry Gamers. Live. Here. ENTHUSIAST GAMING HOLDINGS INC.
Slide 12: Global Games Market
Global Games Market(1) U.S. Gaming Video Content Viewers(2) US$218B 61M US$175B 56M US$121B 43M 2017 2020 2023 2019 2021 2023 Global Esports Viewers(4) Global Digital Ad Spend and Time Spent per Day with Digital Media 646M US$524B 495M US$378B 335M US$223B 7:50 8:02 6:02 2017 2020 2023 2017 2020 202
Slide 13: The Gaming and Esports Ecosystem
The Gaming and Esports Ecosystem Enthusiast Gaming is a leading player in an under monetized growth segment of the gaming ecosystem™ AaTIVision.| BUZZARD ©sisort amp G] viscoro 12 @ Electronic Arts agg! The Gaming wap ena and Esports Ecosystem co W % qa TEAMS t=} i, i EXPERIENCES (2) CONTENT CREATOR
Slide 14: Our Company
OltTs Company Gamers. Live. Here. ENTHUSIAST GAMING HOLDINGS INC.
Slide 15: The Enthusiast Advantage: We Own the Fan Experience
The Enthusiast Advantage: We Own the Fan Experience MEDIA & CONTENT TALENT ESPORTS & EXPERIENTIAL P Tube 7 minosity 100+ Active Sites 1000+ YouTube y. Top Twitch & #1 most popular ox rseviews || WASECRACK |) “arre's ouTube Streamers | | esports organization | | Largest Gaming Expo 3B+ Views 550+ Inf
Slide 16: Integrated Solutions Helping Brands Engage Our Audience
Integrated Solutions Helping Brands Engage Our Audience We offer differentiated advertising, experiential, and influencer campaigns for our brand partners to help them speak to and engage with our audience of 300 million average monthly gamers Flexible suite of cross-platform marketing solutions Own
Slide 17: We Create Unique Advertising Campaigns for Brands
We Create Unique Advertising Campaigns for Brands Enthusiast holds the key to some of the most desired and hard to reach audiences. That’s why premier brands consistently trust us to target and deliver their marketing campaigns savin. EG] Bell BIQsN capcom Diy ~ ) elf facebook DOLLAR SHAVE CLUB. FX
Slide 18: Case Study: Biden Harris Campaign Partnership
Case Study: Biden Harris Campaign Partnership The Ask Enthusiast Gaming’s Soluti — Launched a 360 degree program to mobilize Mobilized young voters ahead of the 2020 BI D= N young and BIPOC Citizens ahead of the election election that shattered turnout records HARRIS The Outcome 4.2M 21% Social Enga
Slide 19: Case Study: Samsung Integrated Partnership
Case Study: Samsung Integrated Partnership The Ask Enthusiast Gam Solu Deliverables Launched an integrated campaign of advertising Influencers solutions across Enthusiast’s key pillars Unboxings Social Media ivexStrearns! SAMSUNG > Drive awareness and market share for Samsung's gaming- focused compu
Slide 20: 63.0 7.9 55.9 5.7 39.3 39.1 38.7 5.1 4.9 37.6 33.4 3.7 3.5 6.4
63.0 7.9 55.9 5.7 39.3 39.1 38.7 5.1 4.9 37.6 33.4 3.7 3.5 26.4 3.2 17.8 2.5 2.2 2.1 10.3
Slide 21: 7.9 27.6 6.9 5.0 17.8 15.9 4.2 4.0 3.6 13.1 12.3 9.8 2.7 2.6
7.9 27.6 6.9 5.0 17.8 15.9 4.2 4.0 3.6 13.1 12.3 9.8 2.7 2.6 2.5 9.0 9.0 1.9 5.5 1.4 4.4 1.7
Slide 22: Privacy Trends Driving Increased Opportunity
Privacy Trends Driving Increased Opportunity Well positioned to capitalize on recent GDPR® and cookie regulations increasing the value of our targeted audience and providing further opportunity to monetize first-party data a Industry Trends Increased Consumer Privacy Regulations, led by GDPR Google’
Slide 23: Growth Strategy
Growth Strategy Gamers. Live. Here. ENTHUSIAST GAMING HOLDINGS INC.
Slide 24: Organic Growth Strategy
Organic Growth Strategy Well-positioned for continued revenue and margin growth oto Phase 4 Turn user base into a marketplace and social ions & Content network Licensing =a = Advertisin Build scale / own a v Leverage first-party data the fan experience — Phase 2 Subsc Y Subscriptions (currently have
Slide 25: Programmatic vs Direct Sales CPM
$3.6 10x - 20x $2.5 $1.8 $0.8 1x $0.4 $0.1 Programmatic Direct Sales Q1 '20 Q2 '20 Q3 '20 Q4 '20 Q1 '21 Q2 '21 CPM CPM
Slide 26: Paying subscribers growth
155,000 62,000 Jun-19 Jun-21
Slide 27: Project GG: Launching a Subscription Based Social Network
Project GG: Launching a Subscription Based Social Network To further connect our 300 million gamers and drive increased engagement, we are developing a unifying pan-Enthusiast social network and premium subscription offering Enthusiast announced the acquisition of Tabwire in May 2021 to accelerate t
Slide 28: Platform Asset with Disciplined M&A Strategy
Platform Asset with Disciplined M&A Strategy We believe we are the consolidator of choice EnthusiastGaming ~ Scapist @ Ose Enthusiast is the natural buyer with significant synergy value PCin yAsiVis ¢ USS55.2M ® gamnesia /THE SIMS Long-standing industry relationships : RFSOURCE 3 ocr sik Ba ‘s) Oper
Slide 29: Significant ARPU vs. Valuation Opportunity
Significant ARPU vs. Valuation Opportunity Significant opportunity to improve monetization and increase ARPU by executing on our growth vectors * Increase direct sales & optimize CPMs ¢ Amplify subscription offering ¢ Escalate content licensing agreements * Continue M&A USS0.08 + ~USS144M ¢ Enhance
Slide 30: Financial Overview
Financial Overview Gamers. Live. Here. ENTHUSIAST GAMING HOLDINGS INC.
Slide 31: 155k 111k LTM Q2 2020
40.7 155k 111k 39.0 LTM Q2 2020 LTM Q2 2021 Q2 2020 Q2 2021
Slide 32: US$98.7 US$55.2 US$13.8
US$98.7 US$55.2 US$13.8 • • 2019 2020 LTM Q2 2021 • US$110.3 US$95.5 US$79.7 • • • 2019 2020 LTM Q2 2021
Slide 33: LTM Q2 2020 LTM Q2 2021
$6.5 $6.2 $20.5 AQUILINI $4.7 GAMECO $3.0 $2.5 $2.3 $2.3 $8.5 $1.5 $1.2 $0.1 LTM Q2 2020 LTM Q2 2021 Q1 '19 Q2 '19 Q3 '19 Q4 '19 Q1 '20 Q2 '20 Q3 '20 Q4 '20 Q1 '21 Q2 '21
Slide 34: Appendix
Appendix Gamers. Live. Here. ENTHUSIAST GAMING HOLDINGS INC.
Slide 35: 40M 24.8M 20.7M 17.9M 14M 12.4M
40M 24.8M 20.7M 17.9M 14M 12.4M
Slide 36: Largest Gaming Events in North America
Largest Gaming Events in North America EGLX 2020 Select Other Events Canada’s largest gaming expo reaches all areas of the gaming ecosystem from demos, to cosplay, to announcements 12M+ . cag we ae Celebrity tournament Total : Reality competition Invitational tournament 5 Views spidertech GEE to dis
Slide 37: Capital Structure
Capital Structure TSX: EGLX NASDAQ: EGLX Current Share Price: C$6.88 Analyst Coverage Market Cap: ~CS0.86bn Insider Holdings: ~24% of CSO Canes) Eauuly Robert Young Paradigm Capital Corey Hammill Haywood Securities Neal Glimer Common Shares Outstanding (“CSO”) 125,558,457 B Riley Securities Mike Cra
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