Pointsbet Holdings Ltd. · ASX:PBH
Pointsbet — Investor Presentation (January 2021)
16 slides from Pointsbet's investor presentation, Jan 29, 2021
Slide 1: Q2 FY21 Investor Presentation & Trading Update
Q2 FY21 INVESTOR PRESENTATION & TRADING UPDATE JANUARY 2021
Slide 2: Important Notice and Disclaimer
IMPORTANT NOTICE AND DISCLAIMER 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 a
Slide 3: Key Highlights
KEY HIGHLIGHTS $ Q2 FY21 Update January 2021 Trading Update NBC and Brand Ambassadors ✓ Group Net Win of A$44.6m up 148% on PCP ✓ Group Net Win of A$22.9m from 1 January to ✓ Integration across local and regional sport 24 January 2021, with Net Win Margin of 9.7% networks ✓ Record Net Win in Austral
Slide 4: Key Q2 Quarterly KPIs and YTD FY21 Trading Update
KEY Q2 QUARTERLY KPIS AND YTD FY21 TRADING UPDATE GROUP AUSTRALIA US(2) YTD FY21 YTD FY21 YTD FY21 All figures in A$ Q2 FY20 Q2 FY21 (24-Jan-21) Q2 FY20 Q2 FY21 (24-Jan-21) Q2 FY20 Q2 FY21 (24-Jan-21) $2,128m $1,189m + 482% $938m TURNOVER $1,198m + 303% $543m + 194% $655m $297m $185m $112m $150.4m $
Slide 5: Trading Update to 24 January 2021
TRADING UPDATE TO 24 JANUARY 2021 Group Australia US Q1 FY21 Q2 FY21 MTD Jan-21 YTD FY21 Q1 FY21 Q2 FY21 MTD Jan-21 YTD FY21 Q1 FY21 Q2 FY21 MTD Jan-21 YTD FY21 (24-Jan-21) (24-Jan-21) (24-Jan-21) (24-Jan-21) (24-Jan-21) (24-Jan-21) Turnover (A$m) 692 1,198 238 2,128 528 543 118 1,189 164 655 119 93
Slide 6: Active Clients
ACTIVE CLIENTS(1) Clients who have bet in the last twelve months Active Clients Australia Active Clients US +77% on PCP 142,992 +222% on PCP 68,094 124,715 90,422 81,014 83,330 39,816 68,464 72,011 56,788 21,141 22,716 20,939 15,380 11,544 8,243 12 months to 31 Mar 19 30 Jun 19 30 Sep 19 31 Dec 19 3
Slide 7: Australia – Continued Momentum in Q2
AUSTRALIA – CONTINUED MOMENTUM IN Q2 POINTSBET AUSTRALIA – TURNOVER (AUD) POINTSBET AUSTRALIA – PCP PERFORMANCE (AUD) Key metrics Q2 FY20 Q2 FY21 Change FY21 YTD(1) $543m +194% Turnover $185m $543m 194% $1,189m Gross Win $20.7m $75.5m 264% $150.4m Gross Win Margin 11.2% 13.9% +2.7pp 12.6% $185m Net
Slide 8: PointsBet US PCP Performance and YTD Update
POINTSBET US PCP PERFORMANCE AND YTD UPDATE POINTSBET US – TURNOVER (AUD)(1) POINTSBET US – PCP PERFORMANCE (AUD)(1) $655m Key metrics Q2 FY20 Q2 FY21 Change FY21 YTD(2) +482% Turnover $112m $655m 482% $938m Gross Win $8.1m $7.9m (3%) $35.7m Gross Win Margin 7.2% 1.2% (6.0pp) 3.8% Net Win $3.4m ($5.
Slide 9: Revenue by US State
REVENUE BY US STATE PointsBet US – State-by-state Q2 FY21 Performance (A$m) FY21 YTD Trading Update Total US Versus on MTD Jan-21 YTD FY21 Key metrics New Jersey Illinois Indiana Iowa(1) Colorado(2) Q2 FY20 Q2 FY21 PCP (24-Jan-21) (24-Jan-21) Turnover 453.5 154.9 33.4 7.3 5.8 654.9 112.5 482.4% 119.
Slide 10: Summary of Quarterly Cash Flows
SUMMARY OF QUARTERLY CASH FLOWS All amounts in A$m(1) Q2 FY21 Receipts from Customers 44.6 Cost of Sales (29.0) Sales and Marketing (43.2) Staff Costs (9.4) Administration, Corporate Costs and GST paid on Net Win (10.5) Change in Player Cash Accounts 8.7 Other operating cash flow 0.1 Net cash from /
Slide 11: NBC Sports Integrations Across Linear and Digital Assets
NBC SPORTS INTEGRATIONS ACROSS LINEAR AND DIGITAL ASSETS Name A Bet NBC Predictor Free-to-Play Game Story Lines pre-game show on NBC Sports Chicago Sign-Up Offers Email Marketing NBC Sports BetCast powered by PointsBet Q2 FY21 INVESTOR PRESENTATION │ JANUARY 2021
Slide 12: Award Winning Sports Betting Operator
AWARD WINNING SPORTS BETTING OPERATOR ✓ Sports Betting Operator of the Year ✓ Socially Responsible Operator of the Year ✓ US Rising Star Honors Judging Panel Commentary: • "Impressive performance off proprietary technology and without the European grounding that many of its big-name competitors can
Slide 13: Our In-House Technology Platform
OUR IN-HOUSE TECHNOLOGY PLATFORM DELIVERING NEW IGAMING PLATFORM • Owning and controlling in-house technology stack will become an increasingly important strategic advantage • PointsBet has complete control over its product roadmap, unlike some competitors that are reliant on B2B services • PointsBe
Slide 14: New Brand Ambassadors
NEW BRAND AMBASSADORS Shaquille O’Neal – NBA Legend Paige Spiranac – Highest Engagement in Golf & Top 20 for All Sport Celebrities Australian Brand Ambassador Global Lead On-Air Talent & Brand Ambassador Q2 FY21 INVESTOR PRESENTATION │ JANUARY 2021 14
Slide 15: Delivering on Our Objectives
DELIVERING ON OUR OBJECTIVES Aug 19 P Significant market access deal with Penn National Gaming – 5 further states P FY20 – first annual EBITDA positive year for Australian Trading Business Jun 20 P Re-launch of Indiana operations Jul 20 P Market leading media deal with NBCUniversal Aug 20 P Launch o
Slide 16: NBC Sports Deal Aligns with 2025 US$12 Billion Opportunity
NBC SPORTS DEAL ALIGNS WITH 2025 US$12 BILLION OPPORTUNITY MORGAN STANLEY(1) JP MORGAN(2) GVC(3) iGaming, US$6.8bn iGaming, US$3.5bn iGaming, US$4.6bn Potential combined Potential combined Potential combined 2025 market of 2025 market of 2025 market of US$20.3bn US$12.1bn US$12.3bn Sports, Sports, S
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