Enthusiast Gaming Holdings Inc · TSX:EGLX
Enthusiast Gaming — Investor Presentation (October 2020)
23 slides from Enthusiast Gaming's investor presentation, October 2020
Slide 1: The Largest Gaming Media Platform in North America
The Largest Gaming Media Platform in North America Investor Presentation October 2020 TSX: EGLX OTC: ENGMF FSE: 2AV
Slide 2: Disclaimer
Disclaimer 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
Slide 3: Mission
Mission We are building the world’s largest social network of communities where gamers connect and engage ENTHUSIAST GAMING INC. 3
Slide 4: Investment Highlights
Investment Highlights 1 Platform with global reach of over 300M avid gamers monthly 2 Building the social network for gamers capitalizing on the Social Revolution and changes in how Gen Z and Millennials consume content 3 ~$110 million proforma revenue (2019). Robust monetization strategy with signi
Slide 5: The Social Revolution
The Social Revolution BUILDING THE SOCIAL NETWORK FOR GAMERS By building gaming communities, Enthusiast is well positioned for the social revolution, the uprising of the Gen Z and millennials and the changes in how content is consumed Gaming Is Dominant Regulations Make It Advertising Through Commun
Slide 6: The Importance of Communities
The Importance of Communities Creating Communities For Super Gamers More Touch Points Than Any Other Gaming Company Enthusiast audience engages with communities as part 360 degree integrated media approach includes 1) cross-platform of their daily routine. Gaming is a part of who they are. media 2)
Slide 7: Super Gamers
ENTHUSIAST AUDIENCE “SUPER GAMERS” What Is A Super Gamer? Enthusiast is home to a diverse group of the most influential and passionate gamers across the globe. Our network is a vital part of their daily routines 65% Per Week Gaming 48% Facebook 4X Gamer To Be M18-49 Spend 15+ Hours Don’t Use Likelih
Slide 8: Enthusiast Audience Demographics
ENTHUSIAST AUDIENCE DEMOGRAPHICS Gender Age 43% Of Males 18-34 Visit Enthusiast Gaming 73% 27% 40% 30% Sites Each Month Male Female Millennial Gen Z Source: Comscore Custom Reporting, (E) Enthusiast Gaming Network + Source: Comscore Media Metrix Multi-Platform, Desktop 2+, Mobile 13+, US, Omnia, Uni
Slide 9: More Touchpoints To Gamers
More Touchpoints To Gamers Our diverse platform of sticky communities engage with more gamers than any other gaming company. We offer a 360 degree approach across our integrated assets to reach “super gamers” Reach Of +300M 100 1000 7 +500 ~30 Gamers Monthly Total Gaming Sites YouTube Channels Profe
Slide 10: Strategic Priorities
Strategic Priorities Own More Create Sell More Ads Develop New Capture Viewers More Content Subscriptions Revenue Streams More Data ENTHUSIAST GAMING INC. 10
Slide 11: Transformational Acquisition Of Omnia Media
Transformational Acquisition Of Omnia Media Owned & Operated Content Talent Distribution ~30+ Weekly Shows ~500+ Influencers ~90M+ Unique Viewers Produce and program over 30 weekly Represent 500+ influencers Omnia’s video distribution network shows across AVOD and OTT channels across YouTube and Twi
Slide 12: Synergies Across Strategic Priorities
Synergies Across Strategic Priorities Own More Create More Sell More Ads & Develop New Capture More Viewers Content Subscriptions Revenue Streams Data Adds 3.2B monthly Produces & programs Premium inventory = direct Increases owned & Extensive data set for views ~30 shows per week sales and margin a
Slide 13: Transaction Highlights
Transaction Highlights + 1 2 3 4 The combined entity is Material revenue synergies Extension into new Expected cost saving and expected to be the largest expected going forward via distribution channels via synergies via overhead cost gaming media platforms in cross-selling of talent and Omnia’s est
Slide 14: Pro Forma Financials
Pro Forma Financials Combined entity generated ~$110 million in revenue with significant reach in the gaming industry Enthusiast Gross CY2019 Pro Forma Pro Forma Pro Forma Revenue Monthly Views Monthly Visitors Margin Expansion We understand how to monetize content to (Figures in C$) expand and stab
Slide 15: Entertainment Division
ENTERTAINMENT DIVISION The Largest B2B Games Event & The Biggest Dedicated Mobile Games Event In Europe The Largest Video Gaming Expo In Canada Corporate Participants: 2,500 +100 5.6M +200 30,000 Industry Delegates Sponsors Viewers Online Exhibitors Attendees (October. 2019) ENTHUSIAST GAMING INC. 1
Slide 16: Esports Division
ESPORTS DIVISION Enthusiast’s esports division, Luminosity Gaming, is a leading global esports organization and valuable content engine for Enthusiast’s platform Leverage Luminosity’s esports assets to create VIP experiences and engaging content 50 Esports & Gaming Influencers 7 Professional Esports
Slide 17: Celebrity Ambassadors
Celebrity Ambassadors Play in livestreams, appear at live activations, create unique content, and work with Enthusiast to partner with some of the largest brands in the world Richard Sherman DJ Zhu Shareholder 5.9MM 3M Viewers On Virtual Live Social Followers Concert On Twitch About: About: GRAMMY N
Slide 18: Growth Opportunities
Growth Opportunities Growing & Monetizing Our Fan Base To Increase Our Customer Base 1) Increase Revenue Per User 2) Direct Sales 3) Subscription Model Growth • Goal: Revenue per Viewer of $0.40 • Drive revenue / viewer through direct • Currently ~100,000 paid subscribers • Q3 19- $0.10 /Q4 19 - $0.
Slide 19: Q2 2020 Financial Highlights
Q2 2020 Financial Highlights Key Q2 2020 Financial Highlights: • Revenue totaled $7.0 million • Strong media revenue driven by direct sales and subscriptions • Successful second virtual Pocket Gamer Connects, with over 1,300 attendees and elite sponsors including: Facebook Gaming, Microsoft, Agora.i
Slide 20: Per User Value Comparison
Per User Value Comparison Enthusiast is Significantly Undervalued Compared to Other Media Platforms REDDIT 330M USERS $3B 330M $9.09 $100M REVENUE Approx Valuation Users Value Per User TWITCH 100M USERS $1B* 100M $10 $14M REVENUE Approx Valuation Users Value Per User DISCORD 100M USERS $3.5B 100M $3
Slide 21: Key Management & Directors
Key Management & Directors Francesco Aquilini Adrian Montgomery Chairman CEO & Director MD, Aquilini Investment Group. Former President of Aquilini Owner of the Vancouver Canucks Entertainment Served as & Rogers Arena Alternate Governor for the NHL Vancouver Canucks Menashe Kestenbaum Alex Macdonald
Slide 22: Capital Structure
Capital Structure TSX: EGLX FSE: 2AV CAP TABLE OTCQB: ENGMF Shares 102,890,101 Current Share Price: $1.76 Warrants Market Cap: ~$200M (fully diluted) 4,521,235 Insider Holdings: ~27% Options 3,451,135 Convertible Debenture 2,970,297 Analyst Coverage Fully Diluted 113,832,768 Canaccord Robert Young A
Slide 23: Thank You
THANK YOU! JULIA BECKER Head Of Investor Relations jbecker@enthusiastgaming.com TSX: EGLX OTC: ENGMF FSE: 2AV
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