Aristocrat Leisure Limited · ASX:ALL
Aristocrat Leisure — Merger or Acquisition (December 2017)
11 slides from Aristocrat Leisure's merger presentation, Dec 4, 2017
Slide 1: Aristocrat Limited Supplementary Materials
Aristocrat Limited Supplementary Materials 4 December 2017
Slide 2: Disclaimer
Disclaimer This document and any oral presentation accompanying it has been prepared in good faith, however, no express or implied warranty is given as to the accuracy or completeness of the information in this document or the accompanying presentation. All statutory representations and warranties a
Slide 3: Section 1: Strategic Rationale
Section 1 Strategic Rationale
Slide 4: Social Casino Publishers – Segment Map
Social Casino Publishers – Segment Map Through the acquisition of Big Fish Aristocrat is uniquely positioned as a publisher with capability and applications across all product segments Social Casino Landscape – Product Offering by Publisher1 A B C Content Meta-game Hybrid 3Q17 # Target Revenue Land
Slide 5: Social Casino Addressable Market – By Segment
Social Casino Addressable Market – By Segment Access to the large and fast growing digital content and meta-game based segments increases Aristocrat's addressable market in Social Casino by c.6x Global Social Casino Market by Segment (US$bn) Addressable markets: Total market size: US$4.3bn1 Digital-
Slide 6: Meta-Game Examples – Slotomania Case Study
Meta-Game Examples – Slotomania Case Study Playtika has shown significant commitment to meta game integration into their products Sloto Cards Sloto Quest Sloto Club Sloto TV • Card collection meta game • Self contained Scatter Slots type • Encourages players to bet up and • In-app live actor video c
Slide 7: Meta-Game Examples – Sci Games Case Study
Meta-Game Examples – Sci Games Case Study Being a latecomer has provided SGMS the opportunity to follow and improve upon proven performers. In addition to introducing a few innovative new meta game concepts into their applications they have layered in and in some cases improved upon existing models
Slide 8: Historical performance
Section 2 Historical performance
Slide 9: Big Fish performance over time—annual
Big Fish performance over time—annual Bookings as reported (US$m)—December year end EBITDA as reported(2),(3) (US$m)—December year end margin(4) 18% 17% 16% 18% growth (YoY) 35% 7% (8%) (1) 486 81 453 458 79 68 62 336 2014 2015 2016 Sep-17 LTM 2014 2015 2016 Sep-17 LTM Source: Churchill Downs 10Q an
Slide 10: Big Fish bookings over time—quarterly
Big Fish bookings over time—quarterly Bookings as reported (US$m)—December year end Growth (QoQ) 7% 6% 12% 10% 8% 1% 6% 6% 0% (7%) (6%) (1%) 1% 11% Sales & Marketing as 49% 19% 26% 33% 29% 22% 19% 22% 25% 26% % bookings 128 128 121 124 119 113 114 112 112 26 24 111 105 19 26 23 96 27 21 21 21 28 85
Slide 11: ARISTOCRAT
° ARISTOCRAT
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