Brightstar Lottery Plc Trading Under The Legal Name To Begin At The Market Open On July 21, 2025. · NYSE:BRSL
Brightstar Lottery Plc Trading Under The Legal Name To Begin At The Market Open On July 21, 2025 — International Game Technology — Investor Day (November 2021)
30 slides from Brightstar Lottery Plc Trading Under The Legal Name To Begin At The Market Open On July 21, 2025's investor day presentation, Nov 16, 2021
Slide 1: Digital & Betting: A Fast-growing Leader with Best-in-class Content & Solutions
1 Digital & Betting A Fast-growing Leader with Best-in-class Content & Solutions Enrico Drago | CEO, Digital & Betting Joe Asher | President, Sports Betting
Slide 2: Forward Looking Statements
2 Forward Looking Statements $13B $13B Cautionary Statement Regarding Forward-Looking Statements This presentation may contain forward-looking statements (including within the meaning of the Private Securities Litigation Reform Act of 1995) concerning International Game Technology PLC and its consol
Slide 3: Key Messages
3 Key Messages 1 2 3 4 Well-positioned as a leading content and solutions provider in high-growth markets leveraging strong partnerships Market leadership in iGaming built on best-in-class content and product innovation Comprehensive and omnichannel B2B sports platform mostly targeting fast-growing
Slide 4: North America is a $26B Market Opportunity
4 Sports Betting Market Assumptions • ~90% penetration(1) in the U.S. • ~$55 average GGR per adult in the U.S. iGaming Market Assumptions • ~30% penetration(1) in the U.S. • ~$160 average GGR per adult in the U.S. North America is a $26B Market Opportunity $13B ~$26B+ Source: IGT estimates based on
Slide 5: We Achieved Impressive Scale Out of the Gate
5 We Achieved Impressive Scale Out of the Gate… (1) Non-GAAP measure; see disclaimer on page 2 and reconciliations to the most directly comparable GAAP measures in Appendix for further details (2) IGT estimate, market share on proprietary content Revenue Profile (2019 shown as a pre-pandemic referen
Slide 6: Building on Our Sustainable Competitive Advantages
6 Omnichannel and multiple points of access 50+ sports properties live across U.S. 400+ kiosks 2 iGaming omnichannel jackpots End-to-end product offering Omnichannel sports full turnkey solution Full suite of iGaming "Plug & Play" games Outstanding talent Senior industry executives leading 300 game
Slide 7: Our Focus Remains on Innovation and Growth
7 Our Focus Remains on Innovation and Growth GROW INNOVATE • Leverage market leadership to benefit from strong growth in North America • Accelerate penetration of turnkey solutions, building on strong commercial pipeline • Grow content portfolio through third-party partner program • As a separate se
Slide 8: Experienced Management Team to Deliver Our Strategy
8 Experienced Management Team to Deliver Our Strategy Gil Rotem President iGaming Enrico Drago CEO Digital & Betting Joe Asher President Sports Betting Steve Kastner Sr. Director Compliance Tammy Godfrey Sr. Director People & Transformation Sam Patel VP & CFO Digital & Betting Victoria Dolan VP Depu
Slide 9: iGaming Content is King (and Queen)
9 iGaming Content is King (and Queen)
Slide 10: Revenue Share Model Ensures B2B Market Will Continue to Grow
10 Revenue Share Model Ensures B2B Market Will Continue to Grow as Total Addressable Market Expands iGaming Market Expected to Reach $1.3B in Addressable Revenue for B2B Providers U.S. iGaming market • ~30% penetration • ~$160 average GGR per adult Source: IGT estimates based on market data from H2
Slide 11: Only Content Provider in North America Integrated into All iGaming Platforms
11 Only Content Provider in North America Integrated into 100% of iGaming Platforms Covering All North America iGaming Territories While Serving Most of the Largest Operators • British Columbia (BCLC) • Manitoba (BCLC) • Quebec (LQ) • Ontario (OLG) • Alberta (AGLC) • Atlantic (ALC) Canada • New Jers
Slide 12: Compelling Portfolio Built on Quality, Variety, and Mobile Optimization
12 Compelling Portfolio Built on Quality, Variety, and Mobile Optimization 120+ active titles, 25+ new titles/year Top IGT land performers + unique digital IP Multi-language, multi-currency Slots, progressives, table games, video poker Device-optimized assets Flexible payout percentages
Slide 13: Leveraging a History of Innovation
13 Leveraging a History of Innovation Omnichannel Partners Program Digital Natives Progressive Jackpots
Slide 14: Leveraging years of Knowledge and IP in Land-based Gaming
14 Leveraging 40 years of Knowledge and IP in Land-based Gaming Omnichannel: Players Gravitate to Beloved Land-based Titles INNOVATE • Back catalog games continue to perform strongly in newly regulated markets – Familiarity and land-based experience is a strong draw for players – 5 “classics” among
Slide 15: Digital Natives: Extend Portfolio and Enrich Player Experience
15 Original Theme, Original Mechanic Original Theme, Proven Mechanic Classic Theme, Original Mechanic Digital Natives Extend Portfolio and Enrich Player Experience INNOVATE Established creative process to build games • Evaluate IP (land, digital, jackpot) • Market input (players, competitors, operat
Slide 16: Progressive Jackpot ~10% of iGaming GGR Today
16 Progressive Jackpot ~10% of iGaming GGR Today; Additional Concepts in Development Progressive Jackpot Games – A Core Strength & Differentiator MegaJackpots MegaJackpots long established as a leading network progressive jackpot around the world Current markets: EU, NJ, MI, CAN Target new markets 2
Slide 17: Game Development Partners Program
17 Target 15-20 games from 6+ partners in 2022 Full spectrum of partner program content available in 2023 Third-party studios to build games with IGT tools and proven math models Developers accelerate and de-risk their creation, compliance and market access IGT customers benefit from more quantity a
Slide 18: Industry's Best Batting Average
18 Industry’s Best Batting Average 18
Slide 19: Significant B2B Addressable Market Despite Ongoing Vertical Integration
19 Retail market: • ~30% of total market GGR • ~70% addressable market (i.e., non-vertically integrated) Revenue Share Model Ensures B2B Market Will Continue to Grow as Total Addressable Market Expands Significant B2B Addressable Market Despite Ongoing Vertical Integration Note: Totals may not add d
Slide 20: Well-Positioned to Benefit from Retail Market
20 • In most states, retail margin outperforms online due to: – Product mix with pre-match substantially higher than in-play – Higher percentage of parlays played in retail – Less price sensitive customers • Under current business conditions, vertical integration in retail is unlikely to happen to t
Slide 21: Expanding U.S. Footprint
21 Expanding U.S. Footprint Puerto Rico WA OR CA AK AZ UT NV ID MT NM TX OK KS NE MN WI OH MO TN KY NC AL GA FL HI DC ME VTNH RIWY CO ND SD IA IL IN MI PA AR LA MS SC WV NY NJ DE MD VA Currently live or in development Announced partnership Pipeline Adopted regulation (1) Represents live, in developm
Slide 22: What Partners Say About Us
22 What Partners Say About Us Trusted Partner for Many Leading Operators High-quality Customer Base “When FanDuel Group was formalizing its U.S. expansion strategy, we prioritized partnerships with trusted, forward-thinking companies such as IGT that could enable quick market access via a flexible s
Slide 23: Hybrid Offering of SaaS / PaaS Products and Services for Every Channel
23 Hybrid Offering of SaaS(1) / PaaS(2) Products, Land-based Gaming Solutions and Commercial Services Solutions for Every Channel Through a Flexible and Adaptable Sports Betting Platform Betting Promotions Automated Risk Control Betting Events Management Derivatives Engine Centralized Trading Player
Slide 24: Continuing to Invest in Enhancing Capabilities and Technology
24 Continuing to Invest in Enhancing Capabilities and Technology Featureful Profitable Desirable Usable Efficient Futureproof • No excuse for a customer not to select IGT based on feature gaps • Maximizes gaming turnover and revenue for operators • Attracts new customers with a product that is highl
Slide 25: Hardware Innovation Tailored to Customers and Players
25 Hardware Innovation Tailored to Customers and Players • Provides enhanced multi-game experience with a modern and ergonomic cabinet design • Both PeakBartopFlexTM and CrystalFlexTM are the result of extensive technology know- how guided by a player-centric mindset • Contract-based, revenue share
Slide 26: Diverse Tailwinds Present Significant Growth Opportunities
26 Diverse Tailwinds Present Significant Growth Opportunities over the Near-and-Long Term Multiple High-growth Opportunities • Operators seeking new vendor relationships for incremental capabilities and functionality • Several tribal and local casinos seeking full turnkey solution Robust pipeline of
Slide 27: 2021-2025 Outlook: High Revenue Growth and Robust Margin Expansion
27 2021-2025 Outlook: High Revenue Growth and Robust Margin Expansion Note: $ in millions • Financial Objectives Digital & Betting Revenue ($M) NA 6% 30+% OI Margin % 2019-2025: 25+% CAGR 2021-2025: 20+% CAGR ~$160 $115 $91 2019 2020 2025E2021E Drive 20+% revenue CAGR from current and new customers
Slide 28: Key Messages
28 Key Messages 1 2 3 4 Well-positioned as a leading content and solutions provider in high-growth markets leveraging strong partnerships Market leadership in iGaming built on best-in-class content and product innovation Comprehensive and omnichannel B2B sports platform mostly targeting fast-growing
Slide 29: Appendix
Appendix
Slide 30: Reconciliations of Non-GAAP Measures – YTD 2021
30 Reconciliations of Non-GAAP Measures – YTD 2021 $ millions; all amounts reflect continuing operations For the nine months ended September 30, 2021 Digital & Betting Operating income (loss) 28 Depreciation 11 Amortization - non-purchase accounting - Restructuring (1) Stock-based compensation - Oth
International Game Technology — Investor Day (November 2021) on 6ix