Emerald Holding, Inc. · NYSE:EEX
Emerald — Investor Presentation (September 2022)
18 slides from Emerald's investor presentation, Sep 14, 2022
Slide 1: Emerald Holding, Inc. Investor Presentation September 2022
Emerald Holding, Inc. Investor Presentation September 2022 Exhibit 99.2
Slide 2: Forward-Looking Statements
Notes Forward-Looking Statements This document contains certain forward-looking statements regarding Emerald Holding, Inc. (the “Company”), including, without limitation, the Company’s ability to continue staging live events and scale its business beyond pre-COVID levels and the Company’s 2022 reven
Slide 3: Investment Highlights
Investment Highlights Our leading B2B events provide high ROI marketing and lead generation for businesses of all sizes: Leverage the network effect of our events, content and ecommerce software, driving traffic to each other and generating powerful first party intent data. Post-Pandemic Recovery Pl
Slide 4: Revolutionizing the Trade Show Model
Revolutionizing the Trade Show Model Integrating technology and first party data to create a next-generation B2B platform Connections – Collection of leading B2B trade shows and conferences that bring together industry-specific communities Emerald’s Core Services 140+ Events | 1.9MM Active Customers
Slide 5: Enduring Value of Trade Shows
Enduring Value of Trade Shows 5 Generate leads and sales Introduce new products Build brands Strengthen relationships Educate the market Service customers Fulfill procurement needs Source new suppliers Reconnect with existing suppliers Identify trends Learn about new products / services Network with
Slide 6: Multiple Entry Points to Customer Engagement Cycle
Multiple Entry Points to Customer Engagement Cycle Emerald offers several organic and inorganic growth avenues through 365-day engagement 6 365-Day Engagement Emerald strives for its customers to be engaged 365 days a year with our communities and products Capture new audiences and revenue streams o
Slide 7: New Capabilities Driving Tangible Outcomes
New Capabilities Driving Tangible Outcomes The new workforce and work styles require a new approach Content Commerce Build awareness Reach the right prospects Generate qualified leads Generate meetings Educate and build buyer intelligence Generate opportunities that lead transactions Access contract
Slide 8: Year-Round Buying and Selling
Year-Round Buying and Selling First-Party Data Technology Stack Enables Full Customer Journey Proprietary technology and first-party data deliver actionable insights and measurable results to customers Live Events and Digital Content Transactions Core Services Data-Driven Lead Generation Conferences
Slide 9: Three Pillars of Value Creation
Three Pillars of Value Creation Emerald’s focus is on maximizing value of operations and expanding offerings Daily content and insights across 19 industries Scaled B2B Marketplace Increased Cadence of Online and Hybrid Events Emerald Xcelerator Targeted Accretive M&A 365-Day Engagement Holistic Cons
Slide 10: Acquisitions and New Event Launches Driving Portfolio Optimization
Acquisitions and New Event Launches Driving Portfolio Optimization Strategic expansion into high growth industries and categories Community platform for creating relationships across the mental health ecosystem Fosters connections between mental health innovators and corporate leaders seeking soluti
Slide 11: Financial Results
‘ Financial Results @ EMERALD
Slide 12: Year-to-Date 2022 Key Highlights
Year-to-Date 2022 Key Highlights 12 Transaction closed June 2022 Premier global B2B event and thought leadership platform with a global presence Select 2Q 2022 Trade Shows Introduced new Emerald Xcelerator division in 2022 dedicated to launching dynamic brands that curate year-round communities thro
Slide 13: Year-to-Date 2022 Financial Highlights and Current Liquidity Position
13 Year-to-Date 2022 Financial Highlights and Current Liquidity Position Adj. EBITDA(1) Free Cash Flow(2) Net Income (Loss) Diluted Income (Loss) Per Share ($ in Millions) ($ in Millions) (1) See slide 17 of this presentation for a reconciliation of Net Income (Loss) to Adjusted EBITDA. (2) See slid
Slide 14: COVID Recovery Driving Significant Re-Acceleration of Business
On average, revenue per event is returning toward normalized levels 59 trade shows staged in 1H 2022, compared to 10 in 1H 2021 Qualified attendees and exhibiting companies trending toward pre-COVID levels Several 2022 events have exceeded pre-COVID revenues 2021 marked a return to positive free cas
Slide 15: Conservative Balance Sheet and Strong Liquidity: Capital Structure
Conservative Balance Sheet and Strong Liquidity: Capital Structure As of June 30, 2022 15 Convertible Preferred Shares Issued $400M of Convertible Preferred Stock in 2020 during COVID business disruption Shares have an accumulated accreting return of 7% per annum on liquidation preference paid in-ki
Slide 16: Appendix
‘ Appendix @ EMERALD
Slide 17: Adjusted EBITDA
Adjusted EBITDA 17 UNAUDITED RECONCILIATION OF NET LOSS TO ADJUSTED EBITDA (1) For the six months ended June 30, 2022 represents non-cash charges of $6.3 million for goodwill in connection with the Company’s interim testing of goodwill for impairment resulting from the change in operating segments a
Slide 18: Free Cash Flow
Free Cash Flow 18 UNAUDITED RECONCILIATION OF NET CASH PROVIDED BY (USED IN) OPERATING ACTIVITIES TO FREE CASH FLOW
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