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Brightstar Lottery Plc Trading Under The Legal Name To Begin At The Market Open On July 21, 2025 — International Game Technology — Investor Day (November 2021)
24 slides from Brightstar Lottery Plc Trading Under The Legal Name To Begin At The Market Open On July 21, 2025's investor day presentation, Nov 16, 2021
Slide 1: A Global Leader in Lottery & Gaming Strongly Positioned for Profitable Growth
IGT A Global Leader in Lottery & Gaming Strongly Positioned for Profitable Growth Marco Sala Chief Executive Officer
Slide 2: Forward Looking Statements
2 Forward Looking Statements $13B $13B Cautionary Statement Regarding Forward-Looking Statements This presentation may contain forward-looking statements (including within the meaning of the Private Securities Litigation Reform Act of 1995) concerning International Game Technology PLC and its consol
Slide 3: Key Messages
3 Key Messages 1 2 3 4 Built a solid foundation for profitable growth over the past two years Leveraging industry- leading, innovative content and solutions to drive revenue growth and operating profit margin expansion across all segments Compelling and achievable financial objectives for 2022 – 202
Slide 4: We are IGT: Vision, Mission, Strategy
4 Vision Drive growth in the global gaming industry through greater player engagement and responsible management Mission Provide best-in-class content, services and solutions to the global, regulated gaming industry Strategy Grow IGT’s top line and margins across all business segments, leveraging in
Slide 5: B2B Gaming Leader with Diverse Business Model and Substantial Recurring Revenue
5 Revenue Profile (2019 shown as a pre-pandemic reference point) B2B Gaming Leader with Diverse Business Model and Substantial Recurring Revenue 2019 YTD '21 Service Product Sales 77% 23% 87% 13% 2019 YTD '21 US & Canada Italy Rest of World 55% 24% 21% 54% 33% 13% 41% 2019 YTD '21 Global Lottery Glo
Slide 6: Leading Global B2B Provider of Content and Solutions for Regulated Gaming Markets
6 Global Lottery Gaming Content Gaming Machines & Other Specialty Products Casino Management Systems & Cashless Solutions Proprietary Technology Solutions Facility Management (Software, Hardware, Services) Lottery Operations Outsourcing Instant Ticket Services (Printing) iLottery Content & Solutions
Slide 7: Built a Solid Foundation for Profitable Growth Over the Past Two Years
7 • Achieved business and operating efficiencies, delivering higher profit margins • Reduced leverage to 3.8x(1) in 3Q21 from 4.4x(2) in 3Q19 and 5.7x(3) in 3Q20 • Positioned Digital & Betting segment to capture growth in North America (revenue up ~120% YTD 2021 vs. YTD 2019) • Increased flexibility
Slide 8: Compelling Investment Opportunity
8 1 Global leadership in large, regulated gaming markets with secular tailwinds and accelerating digital growth 2 Diverse and resilient portfolio aligned with attractive end-markets 3 Unique and sustainable competitive advantages 4 Focused strategy to Grow, Innovate, and Optimize 5 Set aggressive bu
Slide 9: Large and Opportunity-rich Markets Driven by Secular Trends and Accelerating Digital Growth
9 ~2% ~8% ~20%+ Digital Channel Betting Retail Lottery Retail Gaming Retail 21% 2009 2019 2025 Secular trends Strong player demand, governments’ drive to fund good causes and support fiscal policies Digital transformation Technology advancements and structural changes in player preferences drive inc
Slide 10: #1 Global B2B Gaming Provider: Prominent Market Positions
10 #1 Global B2B Gaming Provider Industry Leadership Sustained by Prominent Market Positions2 North America terminal revenues#2 International terminal sales units#1 Global system revenues#2 U.S. iGaming market share with only proprietary slot/RNG content #1 U.S. Sports Betting solution providerTop 3
Slide 11: Broad-based, Diversified Portfolio Generates Significant Advantages
11 Broad-based, Diversified Portfolio Generates Significant Advantages Unique and Compelling Strategic Fit Enables our Portfolio to Deliver Superior Value to all Stakeholders Diversification and Resilience Creates natural hedge against variability in performance across segments Content Synergies Lev
Slide 12: Sustainable Competitive Advantages
12 Sustainable Competitive Advantages Sustained and trusted government relations Stakeholder engagement with 100+ government entities Licensable in all regulated jurisdictions Player-centric mindset Deep player knowledge built on player closeness across geographies, extensive market research and rig
Slide 13: Strategic Focus on Profitable Growth Across All Segments
13 Strategic Focus on Profitable Growth Across All Segments Grow IGT’s top line and margins across all business segments, leveraging industry-leading, innovative content and solutions and optimized operations GROW OPTIMIZE INNOVATE
Slide 14: GROW: Clear Path to Achieving Accelerated Growth in Each Segment
14 GROW Clear Path to Achieving Accelerated Growth in Each Segment Continuous Evaluation of Strategic Opportunities to Further Align Portfolio to High-growth Areas Grow North America Core market share and maintain VLT leadership in upcoming replacement cycle Grow global installed base Invest in cont
Slide 15: INNOVATE: Strong Pipeline of Innovations to Drive Customer Success
15 Drive customer success Customer facing Improve efficiency and effectiveness Strong Pipeline of Innovations to Drive Customer Success Continue to Expand and Monetize Large and Highly-differentiated IP Portfolio INNOVATE 4 Player facing Enhance experience & engagement AI to improve understanding of
Slide 16: OPTIMIZE: Multiple Opportunities to Drive Higher Profit Margins
16 OPTIMIZE Multiple Opportunities to Drive Higher Profit Margins Supply chain & logistics simplification; strategic partnerships in manufacturing and engineering Optimization of resources and reduced complexity of product offering and geographic mix Continued, transformational cost optimization bas
Slide 17: Set Aggressive But Achievable Goals
17 Set Aggressive But Achievable Goals5 (1) Non-GAAP measure, see disclaimer on page 2 for further details 2022-2025 Goals 1 2 3 ~$4.0B in cumulative Cash from Operations generated in 2022-2025 period Mid-single-digit organic Revenue CAGR Mid-teens Operating Income CAGR 4 ~ $2.4B in cumulative Free
Slide 18: Disciplined Capital Allocation Plans
18 Disciplined Capital Allocation Plans6 (1) Non-GAAP measure, see disclaimer on page 2 for further details 1 2 3 Reinstated quarterly cash dividend of $0.20 per common share; ~$170M/year Support existing portfolio, especially the fast-growing Digital & Betting and iLottery activities Continue to de
Slide 19: Strong Global Management Team with 160+ Years Combined Industry Experience
19 Strong Global Management Team with 160+ Years Combined Industry Experience Fabio Celadon EVP Strategy & Corporate Development Robert Vincent Chairperson IGT Global Solutions Corporation Enrico Drago CEO Digital & Betting Max Chiara EVP Chief Financial Officer Christopher Spears SVP General Counse
Slide 20: Culture is Built on Social Responsibility and a Rich and Diverse Community
20 Culture is Built on Social Responsibility and a Rich and Diverse Community Incentive Compensation Performance Goals for Senior Leadership Team Include D&I Objectives in 2022 Diversity & Inclusion (D&I)Environmental, Social and Corporate Governance (ESG) "AA" rating, the highest in the sector “Pri
Slide 21: Today's Key Messages
21 Today’s Key Messages Over the past two years, we built a solid foundation for profitable growth: • Drove an accelerated recovery from pandemic • Readied organization to capture potential portfolio opportunities • Realigned portfolio to high- growth opportunities Our strategy will drive revenue an
Slide 22: Appendix
Appendix
Slide 23: Reconciliations of Non-GAAP Measures
23 Reconciliations of Non-GAAP Measures For the year ended December 31, 2019 Business Global Global Digital & Segment Corporate Total Lottery Gaming Betting Total and Other IGT PLC Loss from continuing operations (3) Provision for income taxes 131 Interest expense, net 411 Foreign exchange gain, net
Slide 24: Summary of Adjusted EBITDA and Leverage
24 Summary of Adjusted EBITDA and Leverage From Continuing Operations and Including Discontinued Operations Q4'19 Q1'20 Q2'20 Q3'20 Adjusted EBITDA 365 261 164 287 Adjusted EBITDA - discontinued operations 69 44 4 65 Adjusted EBITDA - combined 435 305 167 352 LTM Adjusted EBITDA 1,078 LTM Adjusted E
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