Slide 1: Aristocrat Leisure Limited G2E 2018
Aristocrat Leisure Limited G2E 2018 9 October 2018 For personal use only
Slide 2: Disclaimer
Disclaimer This document and any oral presentation accompanying it has been prepared in good faith, however, no express or implied representation or warranty is given as to the accuracy or completeness For personal use only of the information in this document, in any accompanying presentation or in
Slide 3: Agenda
Agenda For personal use only Trevor Croker, CEO & Managing Director 1 Overview Trevor Croker, CEO & Managing Director 2 Digital Matt Wilson, MD, Americas 3 G2E 2018 4 Q&A 3
Slide 4: Overview of Aristocrat
For personal use only Section 1 Overview of Aristocrat
Slide 5: We are diversified across attractive gaming segments
We are diversified across 3 attractive gaming segments We have incumbent or growing positions in each of our portfolio businesses, consistently taking share in our markets whether stable or growing. For personal use only Product revenue contribution (1H 2018 reported results reflecting 6 months to 3
Slide 6: Our operating model supports long-term growth and value creation
Our operating model supports long-term growth and value creation Our operating model and portfolio of quality businesses allow us to execute on our strategy, supporting sustainable long-term growth and value creation. For personal use only Inputs Outputs Growth enabling business model • Superior tal
Slide 7: Our growth journey
Our growth journey Our operating model has positioned us to innovate and grow our core, enter adjacencies, make disciplined acquisitions, focus on D&D and re-invest in our For personal use only business both organically and inorganically. 1 2 Invested in best-in-class slot products Enabled our playe
Slide 8: Earnings base supported by high levels of recurring revenue
Earnings base supported by high levels of recurring revenue Over the last 3 years, we have more than tripled in size, grown our Digital business, and substantially increased our recurring revenue. For personal use only Product revenue contribution Product revenue contribution (LTM ending 30 Septembe
Slide 9: Group overview summary
Group overview summary Investments in our portfolio of quality businesses have expanded our business capabilities and grown our operational footprint, delivering additional cashflow to For personal use only grow our business into adjacent segments. This has supported our strong operational and finan
Slide 10: Group strategy overview
Group strategy overview For personal use only Land-based Digital • Segment expected to be stable/ growing going • Segment is high growth Segment forward Segment dynamics dynamics • We have been taking share and expanding • We have been taking share capabilities via organic investments and M&A • Grow
Slide 11: Digital
For personal use only Section 2 Digital
Slide 12: Mobile gaming is the driving force for the global games market
Mobile gaming is the driving force for the global games market Our Digital portfolio is well positioned to address a broad spectrum of opportunities in the ~US$50 billion mobile gaming market. For personal use only Mobile $4.5 • Strong growth expected to continue Console • High quality content • Mod
Slide 13: Plarium and Big Fish dramatically increase scale of Digital portfolio
Plarium and Big Fish dramatically increase scale of Digital portfolio The acquisition of Plarium and Big Fish significantly increase the scale of our Digital business, broaden our product portfolio and diversify our revenue streams. For personal use only Aristocrat Digital Social / mobile games Glob
Slide 14: Growth journey to acquire full suite capabilities and talents
Growth journey to acquire full suite capabilities and talents We have acquired world-class talent and development capabilities necessary to be successful in the global mobile gaming sector. For personal use only Building additional capabilities in digital gaming Meta game capability Digital-first co
Slide 15: Each Digital Business has a Robust Segmented Approach
Each Digital Business has a Robust Segmented Approach Our Global teams categorized over 500 top applications within 4 macro genres to create the segments that form the basis of our For personal use only approach to the market Social Casino Casual Action & Arcade Strategy / Simulation / RPG Bolt on B
Slide 16: We Have Meta Game Pillars Aligned to Player Motivations
We Have Meta Game Pillars Aligned to Player Motivations Big Fish, Product Madness and Plarium have strategies for key Meta Game “Anchors” in each application. We will leverage the For personal use only learnings and collective intelligence that is being generated to fast track a competitive advantag
Slide 17: G2E 2018
For personal use only Section 3 G2E 2018
Slide 18: Customer centric solutions will be the core of our success
Customer centric solutions will be the core of our success For personal use only Tools and Technology Process • Grow our execution capability • Product development system • Investment in internal systems & Customer • Quality tracking processes centric solutions • Data analytics and insights • Experi
Slide 19: Invest to maintain leadership positions, grow in adjacent segments
Invest to maintain leadership positions, grow in adjacent segments For personal use only Class II Strategic investment in talent and Class III Video Stepper technology through increased D&D spend Continue to Continue to deliver market leading maintain and products across all key markets 1 grow l
Slide 20: Gaming Operations: Market Leading CIII Hardware & Brands
Gaming Operations: Market Leading CIII Hardware & Brands For personal use only • Continued investment in premium video hardware • Expanding portfolio into low, mid and high denomination segments • Showcasing best-in-class licensed brands • Delivering highly successful proprietary brands such as Ligh
Slide 21: Gaming Operations: Evolve Lightning Link
Gaming Operations: Evolve Lightning Link For personal use only • Continued support for Lightning Link install base • Dragon Link launch highly successful • Lightning Link & Dragon Link dominate top performing lease games list • Evolving Hold & Spin portfolio of lease games • Release of Dollar Storm
Slide 22: Gaming Operations: Optimize Class II Stepper
Gaming Operations: Optimize Class II Stepper For personal use only • Extend successful CII brands across the portfolio • Introduce new game features & enhancements • Expand MSP install base • Leverage licensed brand portfolio in CII segment – Professional Bull Riders (PBR) branded MSP product 22
Slide 23: Gaming Operations: Growth in Class II Video
Gaming Operations: Growth in Class II Video For personal use only BRANDS & HARDWARE PREMIUM CUSTOM TRENDS CONTENT Extend proven ATI Drive premium Premium is 3% Classic & brands hardware into of the US CII custom content CII market, brand for markets extend ATI GO, outside Port strong CIII drive valu
Slide 24: Outright Sale: Market Leading CIII Video Content
Outright Sale: Market Leading CIII Video Content For personal use only TRENDS HARDWARE NEW SEGMENTS INNOVATION Brand HELIX XT New Aristocrat Innovation in management of premium sale segments Hold & Spin existing and create portrait cabinet Untapped SAP and Link new brands New Tower markets/segments
Slide 25: Outright Sale: Washington Market Entry
Outright Sale: Washington Market Entry For personal use only • On track to go live in Washington market in October 2018 • Strategic partnership with Tulalip tribe, Aristocrat sponsor • Compelling and competitive product offerings 25
Slide 26: Outright Sale: Strengthen CIII Stepper Portfolio
Outright Sale: Strengthen CIII Stepper Portfolio For personal use only BRANDS INNOVATION EXTENSIONS Introduce Continue to push Extend solid Aristocrat’s best popular video RELM brands onto market features performers RELM into stepper 26
Slide 27: Outright Sale: Video Lottery Terminal (VLT) Market Entry
Outright Sale: Video Lottery Terminal (VLT) Market Entry For personal use only • Successful VLT launch in May 2018 in partnership with Atlantic Lottery Corporation (ALC) • Performance meeting and exceeding ALC expectations • On track to launch in Manitoba market by mid- October 2018 • Additional VLT
Slide 28: Outright Sale: Bar Top Segment Entry
Outright Sale: Bar Top Segment Entry For personal use only Multi-game functionality, bar top design & button deck tailored for poker • Next generation bar top hardware • Attract multiple player segments: slots, keno, poker • Aristocrat brands Slot content • Innovative Keno content • Traditional Poke
Slide 29: Systems: Growing Momentum in Mid Tier Customer Segment
Systems: Growing Momentum in Mid Tier Customer Segment For personal use only • Secured strategic partnership with Boyd Gaming • Focused on loyalty and mobile • Key systems products: ONE LINK Oasis Loyalty Oasis Loyalty Kiosk TrackIT Drinks on Tap PlayerMax 29
Slide 30: Q&A
For personal use only Q&A Section 4