Gambling.com Group Limited · NASDAQ:GAMB
Gambling.com — Merger or Acquisition (December 2021)
20 slides from Gambling.com's merger presentation, Dec 14, 2021
Slide 1: Acquisition Expands U.S. Presence & Accelerates Online Sports Betting Business
DECEMBER 14TH, 2021 Acquisition Expands U.S. Presence & Accelerates Fast-Growing Online Sports Betting Business Exhibit 99.2
Slide 2: Safe Harbor Statement
SAFE HARBOR STATEMENT This presentation and the accompanying oral presentation includes forward-looking statements within the meaning of Section 27A of the Securities Act, Section 21E of the Exchange Act, and the safe harbor provisions of the U.S. Private Securities Litigation Reform Act of 1995 tha
Slide 3: Agenda
AGENDA Gambling.com Group Overview 04 What is RotoWire? 06 RotoWire’s Three Revenue Streams 07 RotoWire + Gambling.com Group 08 Revenue Stream: Advertising 09 Revenue Stream: Subscriptions 10 Revenue Stream: B2B Media Services 11 Deal Structure & Terms 13 14 Other Corporate Activity 15 Purchase of U
Slide 4: Overview: Global Affiliate Marketing Powerhouse
OVERVIEW GLOBAL Affiliate Marketing Powerhouse 15 Years in Business 30+ WEBSITES Focused on Sports Betting & iGaming 150+ Full-time Personnel* 14 MARKETS U.K., Ireland, the U.S., Canada and more PREMIUM Online Gambling Brands Page 4 *As of quarter ending September 30, 2021 HIGH-GROWTH AND HIGH-MARGI
Slide 5: 200+ Online Gambling Operators as Clients
200+ ONLINE gambling operators as clients Page 5
Slide 6: What Is RotoWire?
WHAT IS ROTOWIRE? THE ORIGINAL AUTHORITY IN FANTASY SPORTS Recognized by fantasy sports players all over the U.S. as a key source for player and team news as well as professional stats and tools 17 MILLION UNIQUES Unique web visitors to RotoWire.com in last 12 months 32 FULL TIME STAFF Plus 150+ ext
Slide 7: Independent Revenue Streams Generating More Than $1 Million Each
3 INDEPENDENT REVENUE STREAMS GENERATING MORE THAN $1 MILLION EACH B2B MEDIA SERVICES SUBSCRIPTIONS ADVERTISING Page 7 Recurring billing for premium content Display, Email & affiliate today. Greatly expanded affiliate in 2022 … Syndication of content to U.S. sports media
Slide 8: Why RotoWire?
WHY ROTOWIRE? MAJOR DIGITAL FOOTPRINT IN U.S. RECOGNIZABLE BRAND IN U.S. AUTHORITY IN U.S. AUDIENCE IN U.S. OSB SEARCH MARKETING EXPERTISE OSB CONVERSION EXPERTISE OSB MONETIZATION EXPERTISE TRUSTED PARTNER OF U.S. OPERATORS SUBSTANTIAL, NEW ONLINE SPORTS BETTING (OSB) AFFILIATE REVENUE OPTIMIZED SU
Slide 9: Revenue Stream: Advertising
REVENUE STREAM: ADVERTISING Historically driven by display with small contribution from E-mail and affiliate Approximately 2,000 NDCs in 2021. Mainly lower value, fantasy sports NDCs, highlighting untapped potential to maximize sports betting affiliate revenue. DISPLAY, EMAIL & … MUCH MORE AFFILIATE
Slide 10: Revenue Stream: Subscriptions
REVENUE STREAM: SUBSCRIPTIONS 13 different premium subscription products designed to give fantasy players an edge More than 100,000 paid subscriptions in 2021 Historical focus has been on content rather than conversion STRATEGIC OPPORTUNITY Bring in subscription best practices to increase conversion
Slide 11: Revenue Stream: B2B Media Services
REVENUE STREAM: B2B MEDIA SERVICES Provides a powerful distribution channel for RotoWire content to reach millions of additional sports fans Content syndication through more than 70 partnerships across the top sports media outlets in the U.S. & Canada STRONG CUSTOMER RELATIONSHIPS WITH MAJOR AMERICA
Slide 12: RotoWire Team
ROTOWIRE TEAM PETER SCHOENKE PRESIDENT SINCE INCEPTION CHIEF OPERATING OFFICER SINCE INCEPTION TIM SCHULER HERB ILK CHIEF TECHNOLOGY OFFICER SINCE 2007 Recognized leader in fantasy sports Former chairman and board member of Fantasy Sports & Gaming Association 2x Fantasy Sports Hall of Fame Member MS
Slide 13: Deal Structure & Terms
DEAL STRUCTURE & TERMS TERMS $20 million payable at close $2.5 million payable after 12 months $5.0 million payable after 24 months Total consideration is $27.5 million FINANCING Funded with a combination of existing cash balances and newly issued unregistered shares SHARE CONSIDERATION $5.0 million
Slide 14: Other Gambling.com Group Activity and Updates
OTHER GAMBLING.COM GROUP ACTIVITY AND UPDATES Page 14
Slide 15: Purchase of USBettingReport.com
PURCHASE OF USBettingReport.com (USBR) is a national U.S. sports betting affiliate site we acquired in November. Under-optimized from an SEO standpoint and under-monetized from a conversion rate and deal standpoint. Acquisition adds a high-quality site to our network in a very capital efficient way.
Slide 16: Domain Portfolio Expansion
DOMAIN PORTFOLIO EXPANSION We have assembled a best-in-class domain portfolio with premium domain assets ready to go for all 50 states. All of which are .com and include bet plus the state name. Gambling.com Group sets the bar on domain quality in the online gambling industry. Page 16 BetOhio.com Be
Slide 17: Q&A
Q&A came. wasdagvsed age |
Slide 18: Appendix
APPENDIX Page 18
Slide 19: Appendix A: Growth of the U.S. Online Gambling Market
APPENDIX A GROWTH OF THE U.S. ONLINE GAMBLING MARKET Online Casino and Sports Betting Live* 5 STATES Online Sports Betting Live 13 STATES Online Sports Betting Legal But Not Yet Live 4 STATES Recent Bill Introduced But Not Yet Passed 26 STATES No Recent Bill Introduced 3 STATES GAMBLING.COM GROUP EX
Slide 20: Appendix B: Growth of the U.S. Online Gambling Market
APPENDIX B GROWTH OF THE U.S. ONLINE GAMBLING MARKET U.S. Online Gambling Market Size at 100% Legalization: The U.S. online gambling market is estimated to have the potential to grow to ~$69 billion if 100% of U.S. states were to legalize(1) iGaming is estimated to drive $43 billion of U.S. online g
Gambling.com Group — Merger or Acquisition (December 2021) on 6ix