Inspired Entertainment, Inc. · NASDAQ:INSE
Inspired Entertainment — Investor Presentation (June 2017)
24 slides from Inspired Entertainment's investor presentation, Jun 8, 2017
Slide 1: Investor Presentation — Inspired Entertainment, Inc. (INSE)
<, INSPIRED Investor Presentation — Inspired Entertainment, Inc. (INSE) June 2017
Slide 2: Legal Matters / Non-GAAP Financial Disclosures / Forward-Looking Statements
Legal Matters/ <4 Non-GAAP Financial Disclosures INSEIRED, ForeartLooing Statements Ins rsertten noses ona tng seen ihn Be nena of he Pre Seeres Lepaten Rom Adel 105 These oa kg Sener nee onan oer, Sern eg epee cet ‘renner secre pvrmarcn Sota rns nr taney ute ras eng @ be are noo Perma Carry te nae
Slide 3: The Opportunity
v The Opportunity INSPIRED e Stable, contracted recurring revenue from market-leading Server Based Gaming comt high-growth, high-margin Virtual Sports Leading player in Server Based Gaming with contracted long-term customers wi complement expansion in several major markets (UK, Italy, Greece, China,
Slide 4: Historical and Projected Revenue and EBITDA
Historical and Projected Revenue and EBITDA INSPIRED Adjusted EBITDA is projected to grow at ~26% CAGR on a constant currency basis from FY 2016 to FY 2018 supported by a recurring revenue base representing approximately 95% of total sales Guidance Adjusted Revenue Guidance Historical Adjusted Reven
Slide 5: Unified Digital Gaming Platform
Unified Digital Gaming Platform Inspired’s digital platform positions the company well to participate in global growth Server Based Gaming Virtual Sports Leading provider of Server Based Gaming (‘SBG") systems and terminals Currently has 25,000 S86 terminals ive and more than 5,000 contracted E-Tabl
Slide 6: Recurring Revenue From Long-Term Customers
4 v ; INSPIRED Recurring Revenue From Long-Term Customers Willa >0 Ladbrokes Beted >0 wa Paddy Power xo Coral Pisynation x0 Batted Gala Coral Group 0 Paddy Power Genting Casino 7 ‘Shybet Cromvenor Casino 3 | peta Sisal ¢ sNAl italy loa tamet 5 Stal Lottomaten 4 Lottomatca it a ‘ Cogetech ee a inaot
Slide 7: History of Inspired
4 History of Inspired INSPIRED Since its founding in 2002, Inspired has grown into a leading provider of digital entertainment 2002 Inspired launched as mobile entertainment technology startup with 10 people in central London Inspired acquired Virtual Sports graphics specialist and integrated with c
Slide 8: Worldwide Gaming Revenue
<4 v Worldwide Gaming Revenue INSPIRED Inspired’s platform is well positioned to take advantage of high-growth in Digital / Online gaming Global gaming growth has been steady and resilient to economic cycles over the last decade. (USS in bitions) (USS in Bilfons) cacn Sy ok $397bn 2005 2016E 2005 20
Slide 9: Influencers of Digital Adoption
4 Influencers of Digital Adoption INSEIRED, © Governments: Opening of new gaming territories — Italy, Greece, Spain, Philippines and China © Distributed Gaming Revenues: Expansion of regulated gaming away from relatively few large resort casinos into many more distributed venues © Digital Multi-Chan
Slide 10: Our Competitive Focus
Our Competitive Focus <4, INSPIRED Pioneer in Virtual Sports... #1 provider of Virtual Sports products globally, ‘© Key product to appeal to millennials, and creates opportunity to grow lottery revenues. ‘© Live in over 36,000 retail venues, 200+ websites and over 35 countries globally ‘© Exclusive
Slide 11: Omni-Channel Digital Distribution
4 Omni-Channel Digital Distribution INS RIRED. suffrs Vp vas anfbo Lottery GA 2S Se Secodere § AiaW csval Bh Xopap
Slide 12: Organic Growth Opportunities
<4 v Organic Growth Opportunities INSPIRED Four Core Products, One Common Platform Server Based Gaming Income growth from key UK and '¢ UK ~ Steady income growth and new Server Based Gaming terminals Italian contracts plus cross selling of new products in adjacent verticals ‘© Italy ~ Roltout of new
Slide 13: Building a Digital Distributor of Content
<4 Building a Digital Distributor of Content INSPIRED Omni-Channel Platform vie Retail 3 = we o 2 z 5 Integrated Digital B2B Company erm Ty 2 8 a Lo} GIG Mobile Products
Slide 14: SBG Business — Key Metrics
4 SBG Business — Key Metrics INSEIRED, United Kingdom 17,240 B2 terminals installed in UK licensed betting outlets SSI] LZ + 9,347 in William Hill Ry 5,293 in Betfred 1,404 in Paddy Power 3,489 B3 terminals installed in UK estate Italy 4,878 terminals in Italian estate Expected to increase to over 5
Slide 15: Virtual Sports Channels
<4 v INSPIRED Channel Vniked Horses == Cbannel2- Shaq ~~ Channel 3- Tyson Boxing and Greyhounds Basketball INSPIRED
Slide 16: Basketball — Coming in Late 2017
4 Basketball — Coming in Late 2017 INS EIRED “> INSPIRED
Slide 17: Rush Horses GO!
<4 Rush Horses GO! INSPIRED On demand, simple UI, bonus wheel, higher RTP. Betting Screen In-Game Bonus Race View Re-Bet Race
Slide 18: Rush Soccer Live
4 Rush Soccer Live INSPIRED In-play Soccer, easily replicated for American Football The first ever on-demand and in-play Virtual Soccer product. With razor-sharp HD graphics and action- packed commentary, this product offers the most life-like virtual betting experience on the market Highlights: (On
Slide 19: Greek Virtuals: Smooth Deployment Yields Quick Adoption
Greek Virtuals: Smooth Deployment Yields 4, Quick Adoption INSPIRED Main Virtual Soccer Screen Horizontal Screen (Sidescreen) Launched April 4,600 venues as of May 16th
Slide 20: Best in Class Post-launch Marketing
Best in Class Post-launch Marketing Campaign Across All Media Formats 1 Ltd ani
Slide 21: Greek Virtuals: Initial KPIs
4, Greek Virtuals: Initial KPIs INSPIRED Turnover and GGR since launch") oa a a Ot a a at itt a ot a tt ot ot at ot at tt it —rurovervio. ——corvre | —oR/shop/oay Strong and improving performance since laun:
Slide 22: Capitalization Table
Capitalization Table (USS in millions, except per share data) (8) Cash 13.3 Senior Bank Debt" 117.0 Capital Lease and Other Obligations” 49 Pension Liability 95 Total Long-Term Debt $131.4 Net Debt 118.1 Number of Shares” (in millions) 20.378 Share Price (as of May 31st, 2017) $12.25 Market Capitali
Slide 23: Risk Factors
4 Risk Factors INSPIRED ‘Among others’ + the ability to recognize the anticipated benefits of the recently completed business combination, which may be affected by, among other things, competition, and the ability of the combined business to grow and manage growth and profitability; + adverse change
Slide 24: The Opportunity
v The Opportunity INSPIRED e Stable, contracted recurring revenue from market-leading Server Based Gaming comt high-growth, high-margin Virtual Sports Leading player in Server Based Gaming with contracted long-term customers wi complement expansion in several major markets (UK, Italy, Greece, China,
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