Allied Gaming & Entertainment Inc. · NASDAQ:AGAE
Allied Gaming & Entertainment — Allied Esports Entertainment — Investor Presentation (October 2019)
21 slides from Allied Gaming & Entertainment's investor presentation, Oct 4, 2019
Slide 1: Allied Esports Entertainment
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Slide 2: Forward-looking statements
This presentation includes “forward - looking statements . ” The Company’s actual results will likely differ from its expectations, estimates and projections and consequently, you should not rely on these forward looking statements as predictions of future events . Words such as “expect,” “estimate,
Slide 3: Allied Esports Entertainment Overview
3 Allied Esports Entertainment is a global esports entertainment company powered by two of the largest brands in the rapidly emerging multi - billion dollar competitive entertainment sector — Allied Esports and the World Poker Tour . NASDAQ: AESE Share Price $4.85 Equity Market Cap $111.98 M Range S
Slide 4: Capitalization, Recent Financial Highlights & Events
CAPITALIZATION RECENT FINANCIAL HIGHLIGHTS & EVENTS 4 ALLIED ESPORTS ENTERTAINMENT OVERVIEW • Allied Esports Entertainment (“AESE” or the “Company”) became a public company on August 9 , 2019 when the merger with Black Ridge Acquisition Corp . closed • Company listed on NASDAQ Capital Market (NASDAQ
Slide 5: A unique opportunity to participate in the burgeoning esports industry
Allied Esports Entertainment represents a unique opportunity for investors to participate in the burgeoning esports industry 5 • In - Person EXPERIENCES , Multi - Platform CONTENT and Interactive SERVICES (online platform) drive consumers into Company ecosystem • PROPERTIES are synonymous with espor
Slide 6: Esports Is the Next Global Sports Industry
6 ESPORTS IS THE NEXT GLOBAL SPORTS INDUSTRY Source: Newzoo . (1) Revenue from sponsorship, advertising and media rights. (2) Revenue from merchandising, tickets and game publisher fees. 120 121 143 173 201 297 115 160 192 222 253 347 235 281 335 395 454 645 0 100 200 300 400 500 600 700 2015A 2016A
Slide 7: Esports viewership rivals mainstream sports leagues
AESE’s global property network expected to offer opportunity for commercialization and improved monetization 7 ESPORTS VIEWERSHIP RIVALS MAINSTREAM SPORTS LEAGUES $88 $69 $52 $35 $2 114 65 270 231 395 -- 50 100 150 200 250 300 350 400 450 $-- $20 $40 $60 $80 $100 $120 MLB NHL NFL NBA Esports Global
Slide 8: Three Pillar System
8 THREE PILLAR SYSTEM MULTIPLATFORM CONTENT The development of proprietary content that promotes the first pillar while expanding its customer base INTERACTIVE SERVICES The monetization of the ecosystem through online products and services IN - PERSON EXPERIENCES The creation of engaging live events
Slide 9: Near Term Strategic Focus
9 NEAR TERM STRATEGIC FOCUS SIMON PROPERTY GROUP TV AZTECA OWNED & OPERATED ASSETS
Slide 10: Owned & Operated Assets
10 • Owned & Operated and Affiliate - Operated assets in the U . S . , Europe and China with Australia to open in Q 1 2020 • HyperX Esports Arena Las Vegas has become the world’s most prominent esports destination • Mobile Esports Truck’s allow corporate sponsors to reach a large audience in multipl
Slide 11: Strategic Investor: Simon Property Group
11 STRATEGIC INVESTOR: SIMON PROPERTY GROUP • Strategic investment in AESE by a leading mall operator of premier shopping, dining, entertainment and mixed - use destination properties across North America, Europe and Asia • Partnership with AESE to deliver esports experiences through integrated gami
Slide 12: Multiplatform Content
Allied Esports Entertainment generates content for consumption 24 HOURS a day, 7 DAYS a week 12 BROADCAST SHOWS DIGITAL VIDEOS LIVE STREAMS MULTIPLATFORM CONTENT
Slide 13: Offline Experiences Enable Compelling Content Creation
OFFLINE EXPERIENCES ENABLE COMPELLING CONTENT CREATION In - Person Experiences 13 BUILT - IN AUDIENCE FOR RATABLE MONETIZATION, ALLOWING NAVIGATION OF THE FULL DISTRIBUTION LANDSCAPE • Premier events will be anchored in AESE’s iconic global property network – Delivered in partnership with top talent
Slide 14: Strategic Investor: TV Azteca
14 • Strategic investment in AESE by leading sports network in Latin America and global provider of Spanish - language content • Launched localized WPT programming in Mexico on free - to - air Channel 7 STRATEGIC INVESTOR: TV AZTECA MULTIPLATFORM CONTENT, CONT’D • Partnership will create 24 - hour d
Slide 15: Interactive Services Overview
15 OVERVIEW • Development of a subscription - based online platform where esports players and fans can watch, play and win with other members of the esports community and top esports personalities • Modeled after long - time operating WPT Interactive Services strategy that includes subscription mode
Slide 16: WPT Global Footprint
16 WPT GLOBAL FOOTPRINT SUCCESSFULLY EXECUTING THREE PILLAR MODEL SINCE 2002 • Global main tour of 60+ events across four continents • Awarded over $1 billion in prize monies to date • 16 successful seasons across networks including Fox Sports where show currently resides • Globally broadcasted in 2
Slide 17: Financial & Operational Highlights
17 FINANCIAL & OPERATIONAL HIGHLIGHTS 0.6 0.9 0.6 1.7 1.2 2.5 2.5 2.4 2.1 2.4 4.7 4.8 1.6 3.0 2.2 3.3 3.9 6.3 1Q18 1Q19 2Q18 2Q19 1H18 1H19 Multiplatform Interactive In-Person KEY NEAR - TERM MILESTONES SELECT BALANCE SHEET METRICS (as of Merger Close on 8/9/2019) Cash $21.7M Debt $14.0M Shares Outs
Slide 18: Appendix
APPENDIX APPENDIX
Slide 19: 2019 Upcoming Key Events
19 2019 UPCOMING KEY EVENTS • October 2 – WPT UK, Dusk Till Dawn Poker & Casino • October 4 – WPTDeepStacks UK, Dusk Till Dawn Poker & Casino • October 4 – WPT Australia, The Star Gold Coast • October 11 – WPT bestbet Bounty Scramble, bestbet Jacksonville • October 18 – WPT India, Deltin Royale Casi
Slide 20: Non-GAAP Reconciliation
20 NON - GAAP RECONCILIATION EBITDA and Adjusted EBITDA are non - GAAP financial measures and should not be considered as a substitute for net income (loss), o perating income (loss) or any other performance measure derived in accordance with United States generally accepted accounting principles (“
Slide 21: Allied Esports Entertainment
ALLIED ESPO?TTS ENTERTAINMENT
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