Enthusiast Gaming Holdings Inc · TSX:EGLX
Enthusiast Gaming — Investor Presentation (August 2022)
23 slides from Enthusiast Gaming's investor presentation, August 2022
Slide 1: Investor Presentation
INVESTOR PRESENTATION TSX: EGLX NASDAQ: EGLX AUG 2022
Slide 2: Our Mission
OUR We are an integrated entertainment company for gamers and esports fans. We connect the MISSION world's gamers through our communities, content, creators, and experiences TSX: EGLX NASDAQ: EGLX 2
Slide 3: Enthusiast Gaming at a Glance
ENTHUSIAST GAMING AT A GLANCE Enthusiast Gaming is one of the largest vertically-integrated gaming media companies in the world 300M+ 21.3B 550+ 258k+ $198.6M MONTHLY YTD 1H 2022 TOTAL INFLUENCERS PAYING LTM Q2 2022 VIEWERS(1) CONTENT VIEWS SUBSCRIBERS REVENUE(4) 20M+ 7 50 38% 91% YOUTUBE PROFESSION
Slide 4: Communities, Content, Creators, Experiences
COMMUNITIES 300M+ CONTENT MONTHLY VIEWERS 1000+ CREATORS YOUTUBE CHANNELS EXPERIENCES 100+ GAMING WEBSITES TSX: EGLX NASDAQ: EGLX 4
Slide 5: Communities
COMMUNITIES We buy, build, and monetize video game fan communities, where Gen Z/Millennial gamers and esports fans come together to connect, consume, and create content TSX: EGLX NASDAQ: EGLX 5
Slide 6: Communities Case Study: Essie x The Sims Resource
COMMUNITIES - CASE STUDY ESSIE X THE SIMS RESOURCE 1.57MM TOTAL IMPRESSIONS FROM THE SIMS RESOURCE 157K TOTAL IMPRESSIONS FROM INFLUENCER ADVOCACY 94% VIDEO COMPLETION RATE FROM YOUTUBE MEDIA TSX: EGLX NASDAQ: EGLX 6
Slide 7: Communities Case Study: H&R Block
COMMUNITIES - CASE STUDY H&R BLOCK H&R Block successfully raised the awareness of their young target audience (The Do It Yourselfer) across our YouTube Video Network We partnered with Nielsen DAR to track how well we performed INCREDIBLE 93%+ 95%+ PERFORMANCE VCR VIEWABILITY TSX: EGLX NASDAQ: EGLX 7
Slide 8: Communities Case Study: P&G
COMMUNITIES - CASE STUDY P&G Utilizing our YouTube channels drove awareness among Gen Z and Millennial gamers of P&G’s Bounty brand Lowest Cost per reach partner Repeat business with P&G TSX: EGLX NASDAQ: EGLX 8
Slide 9: Addicting Games
ADDICTING GAMES With 1500+ games, Addicting Games is one of the most recognizable developers/hosts of casual and mobile games. That’s why Barstool Sports once referred to AddictingGames.com as “The Greatest Website of All Time”. BROWSER-BASED FPS EDUCATIONAL GAME, INTEGRATES WITH NFT INTEGRATION WIT
Slide 10: Addicting Games Case Study: Hut 8 EV.IO
ADDICTING GAMES - CASE STUDY ADDICTING GAMES X HUT 8 EV.IO BROWSER-BASED FIRST-PERSON SHOOTER NFT VIDEO CURRENTLY BEING FINALIZED INTEGRATION FOR PLAYERS CRYPTO CUSTOM CONTENT, CUSTOM SKINS + TOURNAMENTS TSX: EGLX NASDAQ: EGLX 10
Slide 11: Content
CONTENT In collaboration with our creators, we produce the most compelling long-form, short-form, video, and written content for gamers and esports fans LUMINOSITY ACADEMY RISING STARS SNAPCHAT PROPERTIES LUMINOSITY LIVE TSX: EGLX NASDAQ: EGLX 11
Slide 12: Content Case Study: LEGO x Luminosity Academy
CONTENT - CASE STUDY LEGO x LUMINOSITY ACADEMY LEGO tapped into Luminosity talent to inspire and engage next gen esports creators with a mentorship program Increase awareness of LEGO Technic and maintain current fans via their passion for cars and engineering TSX: EGLX NASDAQ: EGLX 12
Slide 13: Creators
CREATORS Enthusiast Gaming is the home for gamers and content creators, and the home of Luminosity Gaming, the most watched esports and creator organization on Twitch with a social following of 145m globally (Nielsen) SHIVFPS XCHOCOBARS XQC NICKEH30 TSX: EGLX NASDAQ: EGLX 13
Slide 14: Creators Case Study: State Farm
CREATORS - CASE STUDY STATE FARM State Farm drove authentic engagement within the gaming community through neighborly-inspired livestreams TSX: EGLX NASDAQ: EGLX 14
Slide 15: Creators Case Study: Samsung x Nickeh30
CREATORS - CASE STUDY SAMSUNG X NICKEH30 1.55MM YOUTUBE IMPRESSIONS 2.3MM SOCIAL IMPRESSIONS 17.1MM STREAM IMPRESSIONS TSX: EGLX NASDAQ: EGLX 15
Slide 16: Experiences
EXPERIENCES POCKET GAMER EGLX COLDPLAY x ZHU With more than 50 live and virtual events, Enthusiast Gaming’s offerings include the Pocket Gamer Connects global conference series, Canada’s largest gaming expo (EGLX), and virtual events such as the Coldplay/DJ Zhu release party hosted live on Twitch TS
Slide 17: We Are the Fan Experience
WEBSITES YOUTUBE 100+ websites publishing AND SNAPCHAT unique content across the 30 weekly shows video game spectrum 20M+ subscribers GAMING WE ARE THE DEVELOPMENT Addicting Games serves as TEAMS Luminosity Gaming includes FAN EXPERIENCE casual gaming site and 7 esports teams, franchises in develope
Slide 18: Unparalleled Monetization Opportunities
ADVERTISING PROGRAMMATIC, DIRECT SALES UNPARALLELED SUBSCRIPTIONS DATA-DRIVEN SOCIAL PLATFORM MONETIZATION EXPERIENCES SPONSORSHIPS, TICKET SALES OPPORTUNITIES ECOMMERCE IN-APP/IN-GAME PURCHASES, MERCH PREMIUM CONTENT LICENSING, SPONSORSHIP WEB 3.0 METAVERSE, NFT, CRYPTO TSX: EGLX NASDAQ: EGLX 18
Slide 19: Revenue
+38% +41% FINANCIAL DATA REVENUE (CAD Q2 2022 vs 2021) $37.1M $51.1M $141.2M $198.6M Q2 2021 Q2 2022 LTM Q2 2021 LTM Q2 2022 TSX: EGLX NASDAQ: EGLX 19
Slide 20: Quarterly Gross Profit
15.3 13.5 13.7 FINANCIAL DATA 10.1 QUARTERLY 8.1 GROSS PROFIT 8 5.9 (CAD MILLIONS) 4.1 TSX: EGLX NASDAQ: EGLX 20
Slide 21: Subscriber Growth and Direct Sales Growth
258 233 220 FINANCIAL DATA 207 SUBSCRIBER 112 122 137 155 GROWTH (PAID SUBSCRIBERS, THOUSANDS (000), AS AT END OF PERIOD) 9.3 8.8 FINANCIAL DATA 6.8 DIRECT SALES 4.4 5.2 GROWTH 3.3 2.2 (CAD MILLIONS) 1.0 TSX: EGLX NASDAQ: EGLX 21
Slide 22: Capital Structure
CAPITAL STRUCTURE ANALYST COVERAGE Scotiabank Jeff Fan SHARE PRICE: C$2.55/US$1.98 RBC Drew McReynolds MARKET CAP: ~C$0.38BN/~US$0.3BN Canaccord Genuity Robert Young INSIDER HOLDINGS: ~7.6% OF CSO Paradigm Capital Alexandra Ricci Data as of June 30, 2022 Haywood Securities Neal Gilmer Common Shares
Slide 23: Cautionary Statements
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 assist the
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