Aristocrat Leisure Limited · ASX:ALL
Aristocrat Leisure — Global Gaming Expo (G2E) 2019
26 slides from Aristocrat Leisure's conference presentation, Oct 15, 2019
Slide 1: Global Gaming Expo (G2E) 2019 - Land Based Update
For personal use only 15 October 2019 Company Announcements Office Australian Securities Exchange Limited Exchange Centre 20 Bridge Street Sydney NSW 2000 Global Gaming Expo (G2E) 2019 - Land Based Update Investor Presentation The following is a copy of a presentation to be given at a G2E briefing i
Slide 2: Investor Presentation: G2E 2019 - Land based update
Aristocrat Leisure Limited Investor Presentation 15 October 2019 For personal use only G2E 2019 - Land based update
Slide 3: Disclaimer
Disclaimer For personal use only 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 of the information in this document, in any accompanying presentation or in
Slide 4: Agenda
Agenda For personal use only Trevor Croker, CEO & Managing Director 1 Overview Mitchell Bowen, CEO Land based & Chief Transformation Officer 2 Land based Strategic Context Mitchell Bowen, CEO Land based & Chief Transformation Officer 3 G2E 2019: “It’s All About What’s Next” 4 Q&A 3 3
Slide 5: Aristocrat Overview
For personal use only Aristocrat Overview
Slide 6: Snapshot of key management, scale and global operations
Snapshot of key management, scale and global operations A large scale global business with geographically diversified operations and management team and an enterprise value of ~A$22bn / For personal use only ~US$16bn. Licensed in 317 jurisdictions and 99 countries with over 6,100 employees around th
Slide 7: Strategic context
Strategic context For personal use only Our operating model supports long-term growth and value creation Inputs Outputs Growth enabling business model • Superior talent ✓ Brilliant customer and player Portfolio of quality experience • Commitment to innovation businesses • Market-leading product and
Slide 8: Overview of Aristocrat
Overview of Aristocrat Aristocrat is an ASX-listed leading global designer, developer and distributor of casino EGMs, casino management systems and Free-to- For personal use only Play (“FTP”) digital games. We are an asset light, free cash flow generative company focussed on long term profitable gro
Slide 9: Our Values
Our Values For personal use only Our values underpin how we think, where we've come from, and what we do Our Mission Statement Bringing joy to life through the power of play Business Unit To become the world’s leading Mission Play Inspired publisher of social games Take the World Statements Class II
Slide 10: Our Performance
Our Performance For personal use only Award winning games across our land based portfolio, recognised externally 2018 Q2 2019 Slot Managers Survey September 2019 Monthly Performance 2019 Slot Survey Land based - North America Land-based—North America Land-based—North America Land based - ANZ Best ov
Slide 11: Land based Strategic Context
For personal use only Land based Strategic Context
Slide 12: Historical performance – Segment performance
Historical performance – Segment performance Aristocrat’s segments achieving market leading performance and share For personal use only Americas ANZ International Class III • Strong momentum continues across recurring revenue • Further growth in mature market achieved through • Lower revenue and pro
Slide 13: Land-based strategic context 2014
Land-based strategic context 2014 Through investment into adjacencies, we are significantly increasing our addressable market For personal use only In 2014, Aristocrat participated in 65% of the Outright Sale market and 37% of the Gaming Operations market…. NA Outright Sale Market1 NA Gaming Operati
Slide 14: Land-based strategic context 2020
Land-based strategic context 2020 Through investment into adjacencies, we are significantly increasing our addressable market For personal use only NA Outright Sale Market (80k units per annum)1 NA Gaming Operations Market (161k unit installed base)1 Other 4% Washington CDS 5% VLT Other 7% Class II
Slide 15: Land-based North American Adjacencies
Land-based North American Adjacencies Strong market segmentation and investment leading to successful entry into a number of identified adjacent markets, growing our addressable market For personal use only and share gain opportunities Gaming Operations Outright Sales Class II Gaming Class III Gamin
Slide 16: It's All About What's Next - Aristocrat G2E 2019
IT'S ALL ABOUT WHAT'S For personal use only e ARISTOCRAT G2E 2019
Slide 17: Gaming Operations: Market Leading Hardware & Brands
Gaming Operations: Market Leading Hardware & Brands Combination of new hardware, licensed and proprietary releases to support positive Class II and Class III Gaming Ops momentum For personal use only • Continued innovative commitment in premium video hardware • Showcasing age defying brands, such as
Slide 18: Gaming Operations: Proprietary Brands
Gaming Operations : Proprietary Brands Proprietary brands comprise two-thirds of Class III Gaming Ops installed base For personal use only Introducing rapid hit Cash Express, a linked Single Site Progressive (SSP), Dragon Cash, a Multi-Site 17 Progressive (MSP) and Dollar Storm, a Single Site Progre
Slide 19: Class II Stepper
Class II Stepper For personal use only • Extending successful CII brands across the portfolio • Introducing new game features and enhancements for longer player session time • Based on customer feedback, expanding into higher denominations 18 18
Slide 20: CIII Outright Sale: Market Leading Video Segment
CIII Outright Sale: Market Leading Video Segment For personal use only • Highly successful MarsX launch in August 2019 with 10 featured titles and strong 2020 portfolio • Meaningful brand extensions on compelling themes • New, innovative, feature rich solutions • Addition of two new studios: Mojo (L
Slide 21: Outright Sale: Bar Top
Outright Sale: Bar Top Now entering the ~100k unit bar top market. Commercial launch underway For personal use only • Strong performance and utilization out of the gate • Slot & Keno content represent over 70% of play • Multi-game functionality & button deck designed for poker • Next generation bar
Slide 22: Outright Sale: Washington CDS
Outright Sale: Washington CDS For personal use only • Entered the market in December quarter 2018 with our sponsor partner Tulalip • Live across over 17 properties in the CDS market with +900 machines • Portfolio depth and breadth with over 30+ game titles approved across HELIX+, ARC and HELIX XT pl
Slide 23: CIII Outright Sale: RELM Stepper
CIII Outright Sale: RELM Stepper Improving game performance leveraging strong library of Class III content For personal use only • Placing Aristocrat’s best brands onto RELM (eg. Buffalo Gold, Wicked Winnings, 5 Dragons Gold) • Innovation on trending market mechanics translated to the mechanical pla
Slide 24: Outright Sale: Video Lottery Terminal (VLT)
Outright Sale: Video Lottery Terminal (VLT) Commercially entered market in FY19. 1H19 sales into ALC and Manitoba For personal use only • Planning on entering 2-3 new provinces in FY20 • Customer value proposition: Innovation, Platform Stability and Game Performance • Aristocrat content has proven t
Slide 25: Systems
Systems Leading market presence in Systems to support our customers For personal use only • Connected, engaging, efficient and frictionless products highlighted through: • Mobile nCompass • Branded Bonus • Ticketing at the Table • Kiosk • Oasis Cage • Continual emphasis on how we help operators enga
Slide 26: Thank You
For personal use only THANK YOU 25