Light & Wonder, Inc. · ASX:LNW
Light & Wonder — Scientific Games — Q2 2012 Earnings Presentation
9 slides from Light & Wonder's earnings presentation, Aug 6, 2012
Slide 1: Scientific Games Second Quarter 2012 Earnings Presentation
Scientific Games Second Quarter 2012 Earnings Presentation
Slide 2: Safe Harbor Statement
Safe Harbor Statement Throughout this presentation we make “forward-looking statements” within the meaning of the U.S. Private Securities Litigation Reform Act of 1995. Forward-looking statements describe future expectations, plans, results or strategies and can often be identified by the use of ter
Slide 3: Summary of Q2 Results
Summary of Q2 Results ($ In millions, except per share amounts) Second Quarter 2012 2011 $A % A Revenue $ 229.3 $ 2202 $ 9.1 4.1% Printed Products (9.8) (7.4%) Lottery Systems 7.8 13.7% Gaming 411 35.8% Operating Income 9.4 28.9 (19.8) (68.6%) Printed Products (14.7) (38.8%) Lottery Systems 14 15.1%
Slide 4: Q2'12 Key Performance Indicators
j . Q2'12 Key Performance Indicators 2a1% ae 15.7% | 07% (62%) en gat ar rie letnstant Tickets mLottery Systeme en on en qn Instant Ticket Retail Sales Y/Y A = = | — (6.0%) =e Qe Qe Qa Quiz Qe Global Draw U.K, Gross Win/Terminal/Day(1) = Global Draw U.K. Gross Win(2). eee deters eats ;
Slide 5: Printed Products
Printed Products ($ in millions) Q2'11 Revenue U.S. and Int! Price Per Thousand Ticket Customers. Licensed Properties U.S. and Int Percentage of Sales and Cooperative Services Program Customers Properties Plus ober aia revenue cre Q2'11 Operating Income $37.8 noo of Chang i Ravrue a 2p std sed compa
Slide 6: Lottery Systems
Lottery Systems (3 in mitions) reverse Q2'11 Revenue $56.8 Equipment and System Sales 8.3 Foreign Exchange Impact (1.1) Other 0.6 Q2'12 Revenue $64.6 Q2'11 Operating Income $9.1 Impact of Change in Revenue 24 +/- Selling, General & Administrative Expense (0.6) +/- Stock-Based Compensation (0.1) +/-
Slide 7: Gaming
Gaming ($ in mlions) Q2'11 Revenue $30.9 Acquisition of Barcrest 9.9 U.K. Betting Shops and Pubs 3.0 Global Draw Int! 08 Exit of Austrian OTC Business (1.9) Foreign Exchange Impact and Other 0.7) Q2'12 Revenue $42.0 Q1'11 Operating Income $3.2 Impact of Change in Revenue 4s +/- Selling, General & Ad
Slide 8: Earnings Analysis
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Slide 9: Strategic Acquisitions
Strategic Acquisitions Parspro = A leading supplier of sports betting solutions in Europe = Enhances our sports betting capabilities, a business that lotteries in Europe, Asia and Latin America are increasingly looking to as an additional source of revenue Provoloto = Manages instant ticket lotterie