Enthusiast Gaming Holdings Inc · TSX:EGLX
Enthusiast Gaming — Investor Presentation (August 2019)
18 slides from Enthusiast Gaming's investor presentation, August 2019
Slide 1: Investor Presentation August 2019
+ Investor Presentation August 2019 TSXV: EGLX OTCQB: EGHIF
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: Gaming Is Mainstream
+100B +496M Gaming Market Size Projected Global Esports GAMING IS Source: Google Analytics Audience +1.1B +457M +34.3% YOY MAINSTREAM Projected 2019 Esports Revenue Projected Sponsorship Revenue In Esport In 2019 Gaming is Now Larger than Movies in Revenue +50 +27.7% YOY 70M Collegiate Esports Fans
Slide 4: Our Mission
+ OUR MISSION Building the Largest, Vertically Integrated Gaming Media and Esports Company in the World #1 Enthusiast is the Fastest Growing Network of Gaming Communities in North America SOURCE: Comscore Feb 2019 Page 4
Slide 5: Company Overview
COMPANY OVERVIEW 60M 150M $55M $22M $289M MONTHLY PRO FORMA ESPORTS CASH COMBINED NETWORK 2018 FANS MARKET CAP VISITORS REVENUE ENTHUSIAST + ● LUMINOSITY 8 leading esports teams under management ● Over 150M monthly visitors across its network of websites and Youtube channels ● +50 celebrity gaming i
Slide 6: Business Model
BUSINESS MODEL + 85+ 900 55,000 8 50+ TOTAL YOUTUBE ATTENDEES AT PROFESSIONAL CELEBRITY GAMING SITES CHANNELS EGLX 2019 ESPORTS TEAMS INFLUENCERS O&O + NETWORK YOUTUBE NETWORK ENTHUSIAST GAMING LIVE EXPO FORTNITE, CALL OF DUTY, OVERWATCH, AND MORE GAMING + ENTERTAINMENT SOCIAL INFLUENCERS COMPANY OV
Slide 7: Assets
+ ASSETS ● Niche Gaming ● Proprietary Ad Technology Communities of Authentic, Loyal Gamers ● 900 YouTube Channels Through Partnership With ● 2.5B page views per Year Omnia Media on The Sims Resource ● Network of 150M Visitors ● 5M page views Monthly on Monthly Destructoid MONETIZATION STRATEGY Spons
Slide 8: Growth Opportunities
+ GROWTH OPPORTUNITIES 01 GROWTH IN REVENUE PER USER Goal: Revenue per User of $0.40 07 NON-ENDEMIC OPPORTUNITIES 02 BUILD OUT DIRECT SALES TEAM Sell more non-endemic sponsorships Expand in major centres – Toronto, NYC, and partnerships London, Los Angeles, and San Francisco – to decrease reliance o
Slide 9: Esports Assets
ESPORTS ASSETS 60M LUMINOSITY ESPORTS FANS ● Extensive media network and gamer data, combined with eight championship caliber esports teams and over 50 celebrity social influencers #1 CANADA’S LARGEST present opportunities for brand sponsorships and merchandise sales PROFESSIONAL ESPORTS ORGANIZATION
Slide 10: Esports Overview Assets
ESPORTS OVERVIEW + ASSETS Manages the Vancouver Titans Overwatch League Franchise 22-1 THE VANCOUVER TITANS OVERWATCH LEAGUE RECORD IN 2019 World Class Teams Competing Across Top Games SYPHERPK LG FORTNITE TEAM HOUSE 5.9M Subs 8.5M Subs 31 Championship Caliber Athletes PRO FORTNITE PLAYER, 4X FORTNI
Slide 11: YouTube Subscribers
YOUTUBE SUBSCRIBERS + Luminosity has the highest number of YouTube subscribers / videos and one of the fastest growing audiences Page 11
Slide 12: Enthusiast Gaming Live Events
+ ENTHUSIAST 2018 EGLX STATS GAMING LIVE 55,000 EVENTS Total Attendees 177% 30,000 25,000 Growth in Sales 2017-2018 Fall Show Spring Show OVER 100+ SPONSORS Enthusiast Gaming Live Expo (EGLX) is the largest gaming 100+ premier sponsors and some of the most recognizable names in the world of gaming/e
Slide 13: Revenue Synergies
REVENUE SYNERGIES + Leverage Extensive Gaming Platform & Reach with the Brand Power and Influence of Esports Franchise Drive Traffic to ● Brand reach, teams and streamer network to drive additional traffics to its sites; Sites increasing both programmatic and direct ad revenue Drive Traffic to ● Leverag
Slide 14: Revenue Growth
REVENUE GROWTH + SUBSCRIPTION GROWTH Monthly recurring subscription revenue across network for ad-free user experience. Acquired The Sims Resource with 40% of revenue coming from monthly subscription model. 60,000 PAID MONTHLY SUBSCRIBERS = APPROX. $2.52M IN RECURRING REVENUE Previous revenue genera
Slide 15: Per User Value Comparison
PER USER VALUE COMPARISON + Enthusiast is Significantly Undervalued Compared to Other Media Platforms (USD) Reddit Twitch Discord Enthusiast Gaming 330 200 200 100 100 14 221 0 Users Revenue Users Revenue Users Revenue Users Revenue 3B 1B* 2B 200M approx valuation approx valuation approx valuation ap
Slide 16: Management Team
+ MANAGEMENT TEAM Pro-Forma Management Team Steve Maida Adrian Montgomery Menashe Kestenbaum President, Luminosity CEO President Founder of Luminosity Previously President of Gaming, Developed a Aquilini Entertainment Founder of Enthusiast globally recognized, Served as Alternate Gaming, built from
Slide 17: Board of Directors
+ BOARD OF DIRECTORS Steve Maida Adrian Montgomery Francesco Aquilini Director Director Chairman Founder of Luminosity Former President of MD, Aquilini Investment Gaming, Developed a Aquilini Entertainment Group. Owner of the globally recognized, Served as Alternate Vancouver Canucks & championship
Slide 18: Thank You!
+ THANK YOU! Julia Becker, Head of Investor Relations jbecker@enthusiastgaming.com TSX.V: EGLX OTCQB: EGHIF
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