Better Collective A/s · OMXCOP:BETCO_DKK
Better Collective A/s — Q1 2024 Earnings Presentation
15 slides from Better Collective A/s's earnings presentation, May 22, 2024
Slide 1: Q1 2024 Webcast presentation
Q1 2024 Webcast presentation
Slide 2: Forward-looking statement
Forward-looking statement This presentation contains certain forward-looking statements and opinions. Forward-looking statements are statements that do not relate to historical facts and events and such statements and opinions pertaining to the future that, for example, contain wording such as “beli
Slide 3: Agenda
Agenda I Q1 highlights II Financial performance III Business review IV Key takeaways Jesper Søgaard Flemming Pedersen Mikkel Munch-Jacobsgaard Co-founder & CEO EVP & CFO VP Group Strategy, IR & Corporate Communication 3
Slide 4: 2024 got off to a good start
2024 got off to SECTION HEADER SECTION HEADER SECTION HEADER a good start Quis suscipit erat purus ut odio. Quis suscipit erat purus ut odio. Quis Completed suscipit erat acquisition purus ut odio. DonecGroup revenue imperdiet nequeup 8%sit dui, DonecEBITDA imperdiet down 13% neque dui,as sit Doneco
Slide 5: Financial performance
Financial performance By Flemming Pedersen EVP & CFO 5
Slide 6: Despite tough comparisons from last year Q1 got off to a good start
Despite tough comparisons from last year Q1 got off to a good start Revenue mEUR *EBITDA mEUR Before special items 6
Slide 7: Recurring revenue continues to compound
Recurring revenue continues to compound Recurring revenue mEUR 7
Slide 8: Financial targets were upgraded following AceOdds acquisition
Financial targets were upgraded following AceOdds acquisition 2024 targets released with New 2024 targets 2023-2027 targets updated the 2023 fully year report following AceOdds acquisition following Playmaker Capital acquisition ● Revenue of 390-420 mEUR ● Revenue of 395-425 mEUR ● Revenue CAGR of +
Slide 9: Business review
Business review By Jesper Søgaard Co-founder & CEO 9
Slide 10: Great Q1 performance and continued business diversification
Great Q1 performance and continued business diversification ● Good performance across markets ● Strongest commercial position ever in North America ● Successful integration of Playmaker Capital ● Busy and exciting summer ahead 10
Slide 11: Our strategy is to own the full spectrum of sports media
Our strategy is to own the full spectrum of sports media From sports betting audiences to generalist audiences to niche audiences Sports betting National and International Sports betting Sports betting Esports comparison global sports sports media affiliate brands media brands communities brands media
Slide 12: A global network of leading sports media brands
A global network of leading sports media brands entertaining a global sports audience of more than 400 million monthly visits * not an exhaustive list Partnerships
Slide 13: Media partnership brands impacted by recent search engine update
Media partnership brands impacted by recent search engine update ● Recent policy change impacted media partners negatively on search rankings ● Better Collective is working closely with all parties to mitigate impact 13
Slide 14: Key takeaways
Group revenue Playmaker Capital EBITDA of Successful Closing of leading UK growth of 8% integration Busy summer ahead 29 mEUR North Carolina sports betting brand Recurring revenue commencing as as expected state launch AceOdds growth of 14% planned 14
Slide 15: Q&A
Q&A Contact: Mikkel Munch-Jacobsgaard VP Group Strategy, IR & Corporate Communication investor@bettercollective.com www.bettercollective.com 15