Enthusiast Gaming Holdings Inc · TSX:EGLX
Enthusiast Gaming — Investor Presentation (April 2021)
36 slides from Enthusiast Gaming's investor presentation, April 2021
Slide 1: Enthusiast Gaming Investor Presentation
TSX: EGLX NASDAQ: EGLX FSE: 2AV
Slide 2: Cautionary Statements
CAUTIONARY STATEMENTS This presentation is for information purposes only and does not constitute an offer to sell or a solicitation of an offer to buy securities. The information contained herein has been prepared for the purpose of providing interested parties with general information to assist the
Slide 3: Leadership Team and Snapshot
Leadership Team and Snapshot Gamers. Live. Here. ENTHUSIAST GAMING HOLDINGS INC.
Slide 4: Visionary Management Team
Visionary Management Team Francesco Aquilini Chairman Prominent Canadian businessman, investor, and philanthropist. Owner of the Vancouver Canucks NHL team and Rogers Arena. Has served as MD, Aquilini Investment Group since 1978. Adrian Montgomery CEO & Director Long standing leadership career in pu
Slide 5: Our Core Pillars
Our Core Pillars ESPORTS ENTHUSIAST GAMING HOLDINGS INC
Slide 6: The Enthusiast Advantage
The Enthusiast Advantage We own the fan experience Our vertically integrated platform offers numerous points of connection, creating enhanced engagement across our community WEBSITES 100+ Websites publishing unique content across the video game spectrum YOUTUBE CHANNELS 30 Weekly Shows 20M+ Subscrib
Slide 7: Enthusiast at a Glance
Enthusiast at a Glance Enthusiast Gaming is one of the largest vertically integrated gaming companies in the world Average 2020 Total Influencers Paying PF 2020 Monthly Gamers Content Views Subscribers Revenue YouTube Global Virtual + Professional 2020 YoY 2020 YoY Subscribers Live Events Esports Te
Slide 8: Jun-20 Jul-20 Aug-20
0.0% Jun-20 Jul-20 Aug-20 Sep-20 Oct-20 Nov-20 Dec-20 Jan-21
Slide 9: Gen Z Marks the Spot
Gen Z Marks the Spot Known as ‘untouchables,’ Gen Zs are challenging marketers at their core given how difficult it is to reach them 61% 73% 49% Gen Z is one of the Mettikrcepos | dhatpeeeperag | “vetimegs™ most consequential < < < generations in history already influencing US$33Tn 80%+ 86% househol
Slide 10: Investment Highlights
Investment Highlights Leading Market Position Leading gaming media platform with unparalleled access to Gen Z & Millennial audience reaching over 300M gamers monthly Major Growth Market Fueled by significant generational shifts in consumer behavior; total gaming market valued at USS175B in 20202 wit
Slide 11: Our Industry
Our Industry Gamers. Live. Here. ENTHUSIAST GAMING HOLDINGS INC.
Slide 12: Global Games Market
Global Games Market(1) U.S. Gaming Video Content Viewers(2) US$218B 61M US$175B 56M US$121B 43M 2017 2020 2023 2019 2021 2023 Global Esports Viewers(4) Global Digital Ad Spend and Time Spent per Day with Digital Media 646M US$524B 495M US$378B 335M US$223B 7:50 8:02 6:02 2017 2020 2023 2017 2020 202
Slide 13: The Gaming and Esports Ecosystem
The Gaming and Esports Ecosystem Enthusiast Gaming is a leading player in an under monetized growth segment of the gaming ecosystem™ | Publishers Broadcaster Platforms AaTIVEBion.| BIZZARY ©sisort amstp G] viscoro 12 =) Electronic Arts lag! The Gaming wap ean and Esports Ecosystem CONTENT CREATORS C
Slide 14: Our Company
OltTs Company Gamers. Live. Here. ENTHUSIAST GAMING HOLDINGS INC.
Slide 15: The Enthusiast Advantage: We Own the Fan Experience
The Enthusiast Advantage: We Own the Fan Experience We engage with fans onall platforms that meet their gaming habits MEDIA & CONTENT P Tube 7 minosity TALENT ESPORTS & EXPERIENTIAL 100+ Active Sites 1B+ Views SDESTRUCTOIO SS DAILYESPORTS nares ve @SCapist @ Icy Veins POCKCTG®BMCGR @®eoomnesia 1000+
Slide 16: Integrated Solutions Helping Brands Engage Our Audience
Integrated Solutions Helping Brands Engage Our Audience We offer differentiated advertising, experiential, and influencer campaigns for our brand partners to help them speak to and engage with our audience of 300 million average monthly gamers Flexible suite of cross-platform marketing solutions Own
Slide 17: We Create Unique Advertising Campaigns for Brands
We Create Unique Advertising Campaigns for Brands Enthusiast holds the key to some of the most desired and hard to reach audiences. That’s why premier brands consistently trust us to target and deliver their marketing campaigns DOLLAR SI AAIVBion. Bel] BIDEN cancom Dknep () facebook FX SERVE. Gillet
Slide 18: Case Study: Biden Harris Campaign Partnership
Case Study: Biden Harris Campaign Partnership The Ask Enthusiast Gaming’s Soluti — Launched a 360 degree program to mobilize Mobilized young voters ahead of the 2020 BI D= N young and BIPOC Citizens ahead of the election election that shattered turnout records HARRIS The Outcome 4.2M 21% Social Enga
Slide 19: Case Study: Samsung Integrated Partnership
Case Study: Samsung Integrated Partnership The Ask Enthusiast Gam Solu Deliverables Launched an integrated campaign of advertising Influencers solutions across Enthusiast’s key pillars Unboxings Social Media ivexStrearns! SAMSUNG > Drive awareness and market share for Samsung's gaming- focused compu
Slide 20: 63.0 7.9 55.9 5.7 39.3 39.1 38.7 5.1 4.9 37.6 33.4 3.7 3.5 6.4
63.0 7.9 55.9 5.7 39.3 39.1 38.7 5.1 4.9 37.6 33.4 3.7 3.5 26.4 3.2 17.8 2.5 2.2 2.1 10.3
Slide 21: 7.9 27.6 6.9 5.0 17.8 15.9 4.2 4.0 3.6 13.1 12.3 9.8 2.7 2.6
7.9 27.6 6.9 5.0 17.8 15.9 4.2 4.0 3.6 13.1 12.3 9.8 2.7 2.6 2.5 9.0 9.0 1.9 5.5 1.4 4.4 1.7
Slide 22: Privacy Trends Driving Increased Opportunity
Privacy Trends Driving Increased Opportunity Well positioned to capitalize on recent GDPR® and cookie regulations increasing the value of our targeted audience and providing further opportunity to monetize first-party data Industry Trends a Increased Consumer Privacy a Regulations, led by CDPR Fal G
Slide 23: Growth Strategy
Growth Strategy Gamers. Live. Here. ENTHUSIAST GAMING HOLDINGS INC.
Slide 24: Organic Growth Strategy
Organic Growth Strategy Well-positioned for continued revenue and margin growth oto Phase 4 Turn user base into a marketplace and social network = Phase 2 = Advertisin Build scale / o1 a v Leverage first-party data the fan experience Y Subscriptions (currently have 135K paying subs) v Hardest step t
Slide 25: Programmatic vs Direct Sales CPM
$2.5 10x - 20x $0.8 $0.4 1x $0.1 Q1 '20 Q2 '20 Q3 '20 Q4 '20 Programmatic Direct Sales CPM CPM
Slide 26: Phase 3: Subscription and Content Licensing
Phase 3: Subscription and Content Licensing Clear path to grow paid subscribers and increase content distribution Growing and Sticky Paid Subscription Base Paid monthly subscription model across growing number of Enthusiast Gaming web properties Paid monthly subscribers have more than doubled in two
Slide 27: Platform Asset with Disciplined M&A Strategy
Platform Asset with Disciplined M&A Strategy We believe we are the consolidator of choice EnthusiastGaming ~estapist @ Osis Enthusiast is the natural buyer with . +g Ay Peapes significant synergy value PGi yAsivin Paks USS55.2M ©) gamnesia BS ocr sik iRsBn Ability to acquire via direct negotiations
Slide 28: Significant ARPU vs. Valuation Opportunity
Significant ARPU vs. Valuation Opportunity Significant opportunity to improve monetization and increase ARPU by executing on our growth vectors Our Demonstrated ARPU Growth Our Path to ARPU Expansion * Increase direct sales & optimize CPMs ¢ Amplify subscription offering USSO.32 ¢ Escalate content l
Slide 29: Financial Overview
Financial Overview Gamers. Live. Here. ENTHUSIAST GAMING HOLDINGS INC.
Slide 30: 42.1B 121.5k 34.1B 76.0k 2019 2020 2019 2020
42.1B 121.5k 34.1B 76.0k 2019 2020 2019 2020
Slide 31: US$55.2 US$13.8 US$95.5
US$55.2 US$13.8 • • 2019 2020 US$95.5 • US$79.7 • • • 2019 2020
Slide 32: AQUILINI GAMECO Q1 '19 Q2 '19 Q3 '19 Q4 '19 Q1 '20 Q2 '20
$14.0 $6.2 AQUILINI GAMECO $3.0 $2.3 $2.5 $2.3 $5.0 $1.5 $1.2 $0.1 2019 2020 Q1 '19 Q2 '19 Q3 '19 Q4 '19 Q1 '20 Q2 '20 Q3 '20 Q4 '20
Slide 33: Appendix
Appendix Gamers. Live. Here. ENTHUSIAST GAMING HOLDINGS INC.
Slide 34: 40M 24.8M 20.7M 17.9M 14M 12.4M
40M 24.8M 20.7M 17.9M 14M 12.4M
Slide 35: Largest Gaming Events in North America
Largest Gaming Events in North America EGLX 2020 Select Other Events Canada’s largest gaming expo reaches all areas of the gaming ecosystem from demos, to cosplay, to announcements 12M+ . cag wae Celebritytournament Total : Reality competition Invitational tournament a Views spidertech GEuces to dis
Slide 36: Capital Structure
Capital Structure Cap Table TSX: EGLX NASDAQ: EGLX FSE: 2AV Common Shares Outstanding (“CSO”) 115,932,129 Options 3,974,198 Restricted Share Units 2,493,739 Fully Diluted 122,400,066 As of April 19, 2022 Current Share Price: C$10.33® Market Cap: ~C$1.26bn (fully diluted) Insider Holdings: ~24% of CS
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