Rivalry Corp. · TSXV:RVLY.H
Rivalry — Investor Presentation (August 2023)
22 slides from Rivalry's investor presentation, August 2023
Slide 1: Business Overview August 2023
Business Overview August 2023
Slide 2: Disclaimer
© Rivalry 2023 Disclaimer Unless otherwise stated, all figures are expressed in Canadian dollars. IMPORTANT – YOU MUST READ THE FOLLOWING BEFORE CONTINUING: The information contained in this document has been prepared by Rivalry Corp. (formerly PMML Corp.) (the “Company”) and contains information per
Slide 3: Disclaimer Continued
© Rivalry 2023 Disclaimer Continued CAUTIONARY NOTE REGARDING FUTURE-ORIENTED FINANCIAL INFORMATION: To the extent any forward-looking statement in this presentation constitutes “future-oriented financial information” or “financial outlooks” within the meaning of applicable Canadian securities laws, s
Slide 4: Business Overview
BUSINESS OVERVIEW © Rivalry 2023 4
Slide 5: Investment highlights
© Rivalry 2023 Investment highlights 1 +16% average MoM GROWTH in revenue ON A TTM BASIS (AS OF JULY 2023) Rivalry is consistent in delivering growth, with a trailing two year average of +13% MoM increase in revenue. 1 2 Well capitalized with no debt, and stabilized opex demonstrating significant op
Slide 6: Record momentum in 2023
© Rivalry 2023 Record MOMENTUM IN 2023 Betting Handle, revenue, and gross profit Substantial YoY growth DELIVERING record results While marketing spend dropped 6% YoY, a testament to rivalry’s market leadership in next generation sports betting and casino 1 Betting handle (C$MM) Reported revenue (C$
Slide 7: What it means to be differentiated
© Rivalry 2023 What it means to be differentiated We do not aggressively bonus. +50% YOY REDUCTION IN BONUS RELATIVE TO REVENUE IN 2022. EXCESSIVE Bonusing is not scalable and creates a transient userbase. BUSINESS OVERVIEW brand love and innovative productS ARE profitable. Investing in our brand re
Slide 8: Capturing the next generation of bettors
© Rivalry 2023 Capturing the next Generation Of bettors AVERAGE BETTOR AGE AVERAGE BETTOR AGE 18-25 AVERAGE VIEWER AGE vs 35-45 AVERAGE VIEWER AGE 23 49 BUSINESS OVERVIEW Focus on acquiring next generation users, a demographic Marketing strategies shown to yield brand-agnostic that seeks brand affinit
Slide 9: Winning the cohort of bettors with the largest LTV upside
© Rivalry 2023 Winning the cohort of bettors With the largest ltv upside Rivalry’s user experience is uniquely crafted for gen z and young millennials Rivalry Monthly active Bettor (MAB) by age (% total) BUSINESS OVERVIEW % of MAB’s 10% Our customer demographic is weighted toward Gen Z 8% bettors, w
Slide 10: Mobile-first user experience built for the next generation
© Rivalry 2023 MOBILE-FIRST USER EXPERIENCE BUILT FOR THE NEXT GENERATION Platform highlights PROPRIETARY TECH STACK. BUSINESS OVERVIEW Built in-house, allowing for limitless product expansion. CUSTOM DEVELOPED LOYALTY PLATFORM. Connecting products and content across the Rivalry platform that enhanc
Slide 11: Rivalry games: Casino for the next generation
© Rivalry 2023 Rivalry games Casino for the next generation Redefining online casino gaming PROPRIETARY CASINO PLATFORM Launched. BUSINESS OVERVIEW Casino.exe offers a reimagined betting experience for a new audience that seeks more interactive entertainment. Curated experiencE. With Casino.exe user
Slide 12: The most engaged brand in esports betting globally
© Rivalry 2023 The most engaged brand in Esports betting globally RIVALRY’s esports content prowess establishes a user funnel into the next generation of BETTORS Monthly measured engagement across key social platforms1 BUSINESS OVERVIEW Significantly investing in our media properties with repeatable
Slide 13: Creating innovative brand experiences everywhere we go
© Rivalry 2023 Creating innovative brand Experiences Everywhere we go CONTENT CREATORS TEAM SPONSORSHIP SOCIAL MEDIA ONLINE EVENTS On Land More than 150 partnered Regularly sponsoring the More than 700,000 followers Creating interactive and Unique land-based ads in content creators across most relev
Slide 14: Growing our global license portfolio
© Rivalry 2023 Growing our global License portfolio Regulated market | launched MAY 2022 Regulated market | Launched APRIL 2022 grey MArKETS | LAUnched Summer 2018 BUSINESS OVERVIEW AUSTRALIAN LICENSE ONTARIO LICENSE ISLE OF MAN LICENSE THE MOST VALUABLE BETTING MARKET PER CAPITA ONT Equivalent to t
Slide 15: Betting market size
© Rivalry 2023 betting Market size GLOBAL INDUSTRY GROWING AT +10% YoY BUSINESS OVERVIEW $70B TAM AUSTRALIA CANADA Globally $2B - $3B SPORTS BETTING TAM $2B - $3B SPORTS BETTING TAM Rivalry launched Rivalry launched in in Australia in May 2022. Ontario in April 2022. Australia is the most ONTario is
Slide 16: Scaling economically: Crawl. Walk. Run.
© Rivalry 2023 Scaling economically Crawl. Walk. run. Rivalry’s strategy in new markets follows a proven & repeatable “crawl-walk-run” approach that to date has resulted in as much as 90% declines in CAC and 100x increases in betting handle over the first 12 months of rivalry’s formal launch in new
Slide 17: Scaling economically: Differentiated marketing approach
© Rivalry 2023 Scaling economically Differentiated marketing approach Rivalry’s marketing activity tactically scales over time, the inverse of traditional sportsbooks, Driving rivalry’s disciplined roi focus and long-run unit economic profitability BUSINESS OVERVIEW Rivalry Marketing activity in new
Slide 18: Results driven by our lean and focused ROI culture
© Rivalry 2023 Results driven by our lean And focused roi culture 1 Betting handle (C$MM) Reported revenue (C$MM) +13% average MoM GROWTH on a ttm basis +16% average MoM GROWTH on a ttm basis BUSINESS OVERVIEW $600 $60 $500 464.8 $50 41.0 $400 $40 $300 $30 26.6 232.8 $200 $20 11.1 78.2 $100 $10 25.9
Slide 19: Leadership Team
© Rivalry 2023 Leadership Team STEVEN SALZ KEJDA QORRI RYAN WHITE KEVIN WIMER Tory pearson Co-Founder & CEO, Director CFO Co-Founder & CTO, Director Co-Founder & COO, Director Director of People & Culture BUSINESS OVERVIEW Steven is a longstanding Kejda holds CPA, CMA, CBV Ryan is an experienced tec
Slide 20: Board of Directors
© Rivalry 2023 Board of Directors STEVE ISENBERG KIRSTINE STEWART STEPHEN RIGBY Co-Founder & Chairman Director Director BUSINESS OVERVIEW Steve has 25+ years of experience in Kirstine has held a series of executive Most recently the President and CEO of Canadian capital markets. Steve sits on positi
Slide 21: Capital structure
© Rivalry 2023 Capital structure TSXV: RVLY BUSINESS OVERVIEW CAPITALIZATION (CAD$MM except per share amounts) Total Shares Outstanding1 66,966,960 Equity Incentive Plan (authorized) 12,905,071 Total Fully Diluted Shares Outstanding 79,872,031 Share Price (CAD$/share)2 $1.50 Equity Value (fully dilu
Slide 22: Thanks for Tuning in
Thanks for Tuning in August 2023