Azerion Group N.v · EURONEXT:AZRN
Azerion — H1 2022 Earnings Presentation
13 slides from Azerion's earnings presentation, 2022
Slide 1: Q2 and H1 2022 results
Q2 and H1 2022 results Resilient business model reflected in revenue and gross margin expansion 1
Slide 2: Disclaimer
Disclaimer The following disclaimer applies to this document, the oral or video presentation of the information in this document by Azerion Holding B.V. (“Azerion Holding”), Azerion Group N.V. (“Azerion Group”) or any person on behalf of Azerion Holding or Azerion Group and any question-and-answer s
Slide 3: Forward-looking statement
Forward-looking statement This presentation may include statements, including Azerion Holding’s or Azerion Group's financial and operational objectives that are, or may be deemed to be, “forward-looking statements”. These forward-looking statements may be identified by the use of forward-looking ter
Slide 4: Delivering on our strategy
Delivering on our strategy Customer revenue streams Consumers Advertisers We entertain audiences, and we help brands improve the way they engage with those audiences in the digital space Technology Game Digital Creators Publishers Revenue Content Audience Views Partners 4
Slide 5: Business & Portfolio highlights
Business & Portfolio highlights • Accelerated the integration of previous acquisitions, with an increased focus on costs. • Partnership with ITV studios, for Love Island virtual villa in Hotel Hideaway • Habbo NFT partnerships: with Cyberkongs, Metaverse HQ and Metakey • Acquisition of Madvertise’s
Slide 6: Strong financial performance Q2 2022 with organic growth and accelerated integration of acquisitions
Q2 2022 Strong financial performance Q2 2022 with organic growth and accelerated integration of acquisitions EUR 104m +97% Net Revenue vs Q2 2021 ● Strong financial performance from Q2 2022 both Platform and Premium Games ● Nearly doubling the revenue, driven by acquisitions and organic growth ● Foc
Slide 7: Strong financial performance H1, on track for FY 2022 revenue delivery
H1 2022 Strong financial performance H1, on track for FY 2022 revenue delivery ● Increasing costs discipline in order EUR 198m +102% to prepare for macroeconomic scenarios in the second half of the Revenue vs H1 2021 year H1 2022 ● Accelerate the integration of our acquisitions ● Actively working on
Slide 8: Increasing our focus on operational efficiency and profitability
Increasing our focus on operational efficiency and profitability Accelerating the integration of Increased focus on cost Driving platform efficiencies our acquisitions management Launch of Azerion UK and Azerion Continuously increasing the Increased Group-wide cost focus France as umbrella brands fo
Slide 9: Group Financial Performance
Group Financial Performance Revenue €m ● Strong revenue growth, driven by acquisitions and organic growth 198,3 103,9 98,3 52,7 Q2 2021 Q2 2022 H1 2021 H1 2022 Adjusted EBITDA €m ● Adj EBITDA increased steadily in Q2, with a strong 17,6 growth in H1 11,7 9,6 6,9 ● Improvement in gross profit margin
Slide 10: Platform Financial Performance
Platform Financial Performance Revenue €m ● Doubled revenue due to acquisitions and organic growth ● Increased user engagement in our casual game 154,6 portfolio 82,0 75,6 41,4 Q2 2021 Q2 2022 H1 2021 H1 2022 Adjusted EBITDA €m ● Steady gross margin growth; direct sales from local offices accounted
Slide 11: Premium Games Financial Performance
Premium Games Financial Performance Revenue €m ● Nearly doubled revenue due to the acquisition of Whow Games (Social Jackpot portals) and organic 43,7 growth 21,9 22,7 11,3 ● Improved performance from Governor of Poker 3, mainly driven by enhance user experience Q2 2021 Q2 2022 H1 2021 H1 2022 Adjus
Slide 12: Strong financial performance H1, on track for FY 2022 revenue delivery
H1 2022 Strong financial performance H1, on track for FY 2022 revenue delivery ● Increasing costs discipline in order EUR 198m +102% to prepare for macroeconomic scenarios in the second half of the Revenue vs H1 2021 year H1 2022 ● Accelerate the integration of our acquisitions ● Actively working on
Slide 13: azerion
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