Azerion Group N.v · EURONEXT:AZRN
Azerion — Q1 2022 Earnings Presentation
12 slides from Azerion's earnings presentation, May 31, 2022
Slide 1: Strong growth and delivery while going public
Strong growth and delivery while going public Q1 2022 31 May 2022
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 Statements
Forward-Looking Statements Forward-looking statement The Information 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 u
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 Next. Level. Digital. Enter
Slide 5: Portfolio expansion and innovation
Portfolio expansion and innovation ● Ubisoft partnership: 10 additional exclusive titles ● Habbo metaverse: playable unique Avatars; kicked-off the development of Habbo X, integrating with Web 3.0 ● Acquisition of Infinia, bolstering our media platform capabilities, sales force and volumes in Spain
Slide 6: Strong financial performance supported by solid organic growth and successful integration of acquisitions
Strong financial performance supported by solid organic growth and successful integration of acquisitions ● Strong performance from all EUR 94m +107% businesses Revenue vs Q1 2021 ● Continued integration of Q1 2022 acquisitions ● Guidance of at least EUR 450 million revenue for 2022 EUR 6m +118% ● S
Slide 7: Group financial performance
Group financial performance Revenue €m ● Revenue more than doubled YoY 94.4 ● Mainly boosted by strong growth in 45.5 the Platform segment Q1 2021 Q1 2022 Adjusted EBITDA €m 5.9 ● Increase of 118% YoY 2.7 Q1 2021 Q1 2022 ● Primarily driven by the Premium Games segment Adjusted EBITDA Margin 5.9% 6.2
Slide 8: Platform financial performance
Platform financial performance Revenue €m ● ~745 new casual game titles 72.5 ● ~4.4 billion digital ads sold per month 34.2 ● EUR 6.10 average gross revenue per Q1 2021 Q1 2022 million ad requests Adjusted EBITDA €m ● Increased focus on owned and 2.0 operated solutions 1.2 ● 2021 acquisitions Q1 202
Slide 9: Premium Games financial performance
Premium Games financial performance Revenue €m ● 82 min average user time in game per day 21.8 ● 604k daily active users with average 11.3 revenue per user of EUR 0.38 Q1 2021 Q1 2022 Adjusted EBITDA €m ● Expansion of Web 3.0 with the integration 3.9 of Habbo Avatars NFT collection 1.5 Q1 2021 Q1 20
Slide 10: Q&A
Q&A 10 Next. Level. Digital. Entertainment. Media
Slide 11: Thank you
Thank you 11 Next. Level. Digital. Entertainment. Media
Slide 12: Background: Azerion Holding B.V. and Azerion Group N.V.
Background: Azerion Holding B.V. and Azerion Group N.V. AZERION GROUP N.V. (Listed on Euronext Amsterdam - business combination completed 1 Feb 2022) AZERION HOLDING B.V. (reporting today, for periods before business combination completed) Azerion Holding B.V. is the main holding subsidiary of Azeri