Allied Gaming & Entertainment Inc. · NASDAQ:AGAE
Allied Gaming & Entertainment — Allied Esports Entertainment — Investor Presentation (September 2019)
19 slides from Allied Gaming & Entertainment's investor presentation, Sep 27, 2019
Slide 1: Allied Esports Entertainment
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Slide 2: Disclaimer
1 DISCLAIMER This presentation is not intended to be all - inclusive or to contain all the information that a person may desire in reviewing the Company, its business or prospects . You are encouraged to review the Company’s periodic reports and other documents filed on the Securities and Exchange C
Slide 3: Allied Esports Entertainment company description
2 Allied Esports Entertainment is a global esports entertainment company powered by two of the largest brands in the rapidly emerging multi - billion dollar competitive entertainment sector — Allied Esports and the World Poker Tour . Allied Esports assists companies wanting to reach the valuable esp
Slide 4: Allied Esports Entertainment Overview
3 ALLIED ESPORTS ENTERTAINMENT OVERVIEW Capitalization Allied Esports Entertainment (“AESE” or the “Company”) became a public company on August 9, 2019 when the merger with Black Ridge Acquisition Corp. closed Company listed on NASDAQ Capital Market (NASDAQ : AESE) Capitalization includes 23.1
Slide 5: The Three Pillar System
4 THE THREE PILLAR SYSTEM In - Person Experiences 1 Multiplatform Content 2 Interactive Services 3 At the heart of AESE’s operating method is a powerful and proven business model — The Three Pillar System . As refined by the World Poker Tour over its 18 - year history and equally applicable to the m
Slide 6: Near-Term Strategic Focus
5 ALLIED ESPORTS ENTERTAINMENT: NEAR - TERM STRATEGIC FOCUS AESE seeks to establish itself as the leader in a few key dedicated areas of the esports market . Instead of focusing on the development of teams or game publishing, AESE’s focus is to provide the infrastructure to create premier esports en
Slide 7: Primary Business Focus: Owned & Operated Assets
6 PRIMARY BUSINESS FOCUS: OWNED & OPERATED ASSETS At the heart of the AESE network and ecology are its owned and operated assets . Starting with the flagship HyperX Esports Arena , at MGM Resort’s Luxor Hotel, Allied has become the physical symbol of esports for millions of players and fans around t
Slide 8: Near Term Execution: Owned & Operated Assets
7 NEAR TERM EXECUTION: OWNED & OPERATED ASSETS AESE will continue to organize and host the most engaging esports events in Las Vegas in order to grow business to consumer revenue streams and leverage our prominent position as the world’s premier esports venue to continue to attract the most high pro
Slide 9: Simon Properties: Strategic Investor
8 SIMON PROPERTIES: STRATEGIC INVESTOR AESE seeks to be the undisputed industry leader in the current trend of migration of malls into experiential centers as related to gaming and esports . In one of its first major partnerships, AESE has announced it has partnered with Simon Property Group, a lead
Slide 10: Near Term Execution: Mall Experience
9 NEAR TERM EXECUTION: MALL EXPERIENCE On - Mall Venues AESE’s property team is in the final site selection process for Simon and Allied’s first on - mall esports venue . The locations will be targeting 8 - 10 , 000 square feet of space located in entertainment areas at high traffic malls with offer
Slide 11: TV Azteca: Strategic Investor
1 0 TV AZTECA: STRATEGIC INVESTOR A large scale media partner creates a powerful competitive advantage in accelerating the Three Pillar model . As a shareholder and commercial partner, TV Azteca provides unmatched strategic advantage in Latin America – one of the fastest growing markets in esports –
Slide 12: Looking to the Future: Interactive Platform
11 LOOKING TO THE FUTURE: INTERACTIVE PLATFORM Allied Esports intends to develop its own online platform where esports players and fans can watch, play and win with other members of the esports community and top esports personalities . The online platform will enable fans to compete against each oth
Slide 13: The WPT Pillar Model
12 The WPT 3 Pillar model starts with over 65 events around the world of various buy - in levels . From high roller events to charity events such as Tiger’s Poker Night (benefits the Tiger Woods Foundation), the events serve WPT’s most ardent fans and provide a competitive platform for players seeki
Slide 14: WPT Near Term Execution: Interactive Services
13 WPT NEAR TERM EXECUTION: INTERACTIVE SERVICES ZYNGA POKER 1 2 3 4 CLUBWPT WPTGO PLAYWPT Online games offer a way for WPT’s customer to stay connected throughout the world 24 hours a day . By leveraging its database, extensive 18 - year - old television library of footage and its global distributi
Slide 15: 2019 Year to Date Revenue Results
14 2019 YEAR TO DATE REVENUE RESULTS 0.9 1.6 2.5 2.4 2.4 4.8 3.0 3.3 6.3 -- 2.0 4.0 6.0 8.0 10.0 12.0 14.0 16.0 Mar-19 Jun-19 YTD REVENUE (Quarter ended and Year - to - Date, US$ in millions) In-Person Experiences Multiplatform Content Interactive Services First Half 2019 Highlights: WPT revenue t
Slide 16: Adjusted EBITDA Reconciliation
15 ADJUSTED EBITDA RECONCILIATION RECONCILIATION OF GAAP NET LOSS TO ADJUSTED EBITDA (in thousands) (unaudited) EBITDA and Adjusted EBITDA are non - GAAP financial measures and should not be considered as a substitute for net income (loss), operating income (loss) or any other performance measure de
Slide 17: Appendix
APPENDIX
Slide 18: Esports Is the Next Global Sports Industry
17 ESPORTS IS THE NEXT GLOBAL SPORTS INDUSTRY 230 350 468 682 897 1,553 95 143 187 183 199 237 $325 $493 $655 $865 $1,096 $1,790 2015A 2016A 2017A 2018A 2019E 2022E Brand Investment Revenue Other Revenue 120 121 143 173 201 297 115 160 192 222 253 347 235 281 335 395 454 645 2015A 2016A 2017A 2018A
Slide 19: Viewership Already Rivaling Major Established Sports Leagues
18 WITH VIEWERSHIP ALREADY RIVALING MAJOR ESTABLISHED SPORTS LEAGUES $88 $69 $52 $35 $2 114 65 270 231 395 -- 50 100 150 200 250 300 350 400 450 $-- $20 $40 $60 $80 $100 $120 MLB NHL NFL NBA Esports Global Viewership (millions) Per Capita Revenue ($) Per Capita Revenue Global Viewership As viewershi
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