playtech - a platform for...
TRANSCRIPT
![Page 1: Playtech - a platform for growthplaytech-ir.production.investis.com/~/media/Files/P/Playtech-IR/... · Playtech - a platform for growth Investor ... 2.00 pm to 2.30 pm James Frendo](https://reader030.vdocuments.mx/reader030/viewer/2022021512/5af1608b7f8b9a572b90ac09/html5/thumbnails/1.jpg)
Playtech - a platform for growth
Investor & analyst day
Riga, November 2017
![Page 2: Playtech - a platform for growthplaytech-ir.production.investis.com/~/media/Files/P/Playtech-IR/... · Playtech - a platform for growth Investor ... 2.00 pm to 2.30 pm James Frendo](https://reader030.vdocuments.mx/reader030/viewer/2022021512/5af1608b7f8b9a572b90ac09/html5/thumbnails/2.jpg)
Investor & analyst day 2017 2
12.45 pm to 1.15 pm Shimon Akad A platform for growth
1.15 pm to 2.00 pm Anthony Evans The power of Playtech ONE
2.00 pm to 2.30 pm James Frendo Driving content strategy
2.30 pm to 2.45 pm Edo Haitin & A world-leading offering
Kevin Kilminster
2.45 pm to 4.00 pm Tours of live studio & refreshment break
4.00 pm to 4.30 pm Armin Sageder Disrupting the market
4.30 pm to 5.00 pm Ian Ince The regulatory landscape
5.00 pm to 5.15 pm Andrew Smith Business development and M&A
5.15 pm Mor Weizer Wrap-up
TODAY’S AGENDA
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Investor & analyst day 2017 3
Intelligence of the platform continues to underpin Playtech ONE omni-channel offering
GPAS provides a further evolution of partnership with licensees
scale & breadth of offering remains unrivalled
Data is central to Playtech’s operations and supports all strategic initiatives
Significant growth expected from world’s largest and most technologically advanced Live Casino studio
Fully integrated front-to-back end Sports offering will disrupt the market
Regulation continues to shape the industry and drive quality of earnings
Playtech has a long and successful history of M&A which remains a strategic priority
We have great confidence in our future
KEY TAKEAWAYS
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Investor & analyst day 2017 4
1. Support organic growth
2. Cross-sell products and services
3. Attract new licensees
4. Increasing product, service and distribution capabilities
1
2
3
4
5
6 Acquisitions remain key
Improve quality of earnings
ANOTHER REMINDER OF THE KEY PILLARS OF OUR STRATEGY
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Building the future of gaming
- a platform for growth
Shimon Akad, COO
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Investor & analyst day 2017 6
Landbased operators and media groups best positioned to lead industry
Recognised brand – loyalty and footprint
Retail to online acquisition
Omni players are worth more
Betting and gaming smartly mixed with retail to online
The common acquisition and flow of traffic is sportsbetting to casino for monetization
International expansion - expanding where it makes sense
Multi-territory operators
Growth in international – mature and young markets
Expanding operations through M&A and new launches
MARKET TRENDS
![Page 7: Playtech - a platform for growthplaytech-ir.production.investis.com/~/media/Files/P/Playtech-IR/... · Playtech - a platform for growth Investor ... 2.00 pm to 2.30 pm James Frendo](https://reader030.vdocuments.mx/reader030/viewer/2022021512/5af1608b7f8b9a572b90ac09/html5/thumbnails/7.jpg)
Investor & analyst day 2017 7
Strength of a multi-regulated platform
Active regulation / platform advantages
Content – only the best will stand out
RGS and technology
Unique content based on quality, branded,
promotions and marketing
Platform and context - Omni
In-house content
MARKET TRENDS
Consolidation – what does it mean?
In-house vs outsourcing
Volume vs economies of scale
Innovation
Playtech innovation lab
Innovation is key for online/tech software
houses
GPAS
![Page 8: Playtech - a platform for growthplaytech-ir.production.investis.com/~/media/Files/P/Playtech-IR/... · Playtech - a platform for growth Investor ... 2.00 pm to 2.30 pm James Frendo](https://reader030.vdocuments.mx/reader030/viewer/2022021512/5af1608b7f8b9a572b90ac09/html5/thumbnails/8.jpg)
Investor & analyst day 2017 8
CONTENT ECOSYSTEM - GPAS
MobileDesktop
‘Playtech will develop a next generation content “ecosystem” with unified
games delivery platform & developer program. Enabling accelerated
maths creation for games and full licensee game discovery capabilities
across all channels’
![Page 9: Playtech - a platform for growthplaytech-ir.production.investis.com/~/media/Files/P/Playtech-IR/... · Playtech - a platform for growth Investor ... 2.00 pm to 2.30 pm James Frendo](https://reader030.vdocuments.mx/reader030/viewer/2022021512/5af1608b7f8b9a572b90ac09/html5/thumbnails/9.jpg)
Investor & analyst day 2017 9
GPAS & RYOTA MATHS EDITOR
GPAS
Successful launch
Fast efficient flexible
Constantly evolving
Highlights
Drag and drop maths engine creation features
Slots (Including many slots features)
Picks
Compose any number of features
Real-time stats (RTP) calculation
Model sharing & collaboration
Component reuse within and between games
Immediate deployment
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Investor & analyst day 2017 10
POP – PLAYTECH OPEN PLATFORM
Playtech innovation lab product
Cloud based
Flexible and simple APIs
An extension of our platform to run third party games
Manage the operator’s entire gaming floor
xxx
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Investor & analyst day 2017 11
CONTENT ECOSYSTEM
Marketplace
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Investor & analyst day 2017 12
Dynamic Game
Discovery
RGS
1
RGS
2
GPAS
RGS
5
RGS
4
RGS
3
CONTENT PROVIDER
New game deployed
MARKETPLACE
New game discovered
CONTENT PROVIDER
New game profile created
PLAYTECH CONTENT
MANAGEMENT
Game reviewed and
approved for qualifying
licensees
LICENSEE
Game is available for
instant licensing by
qualifying licensees
MARKETPLACE
![Page 13: Playtech - a platform for growthplaytech-ir.production.investis.com/~/media/Files/P/Playtech-IR/... · Playtech - a platform for growth Investor ... 2.00 pm to 2.30 pm James Frendo](https://reader030.vdocuments.mx/reader030/viewer/2022021512/5af1608b7f8b9a572b90ac09/html5/thumbnails/13.jpg)
Investor & analyst day 2017 13
Big data will provide licensees with
targeted and specialised content
recommendations
Live search for games matching
performance metrics and demographics
Utilisation of big data to drive player
acquisition and player retention
MARKETPLACE INTELLIGENCE
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Investor & analyst day 2017 14
High value reports only – users must have the information they need at their fingertips
Dashboard that provides game performance, benchmarking, game clustering and activity reports
Capability to provide users with ability to drill into details of interest
MARKETPLACE INTELLIGENCE
![Page 15: Playtech - a platform for growthplaytech-ir.production.investis.com/~/media/Files/P/Playtech-IR/... · Playtech - a platform for growth Investor ... 2.00 pm to 2.30 pm James Frendo](https://reader030.vdocuments.mx/reader030/viewer/2022021512/5af1608b7f8b9a572b90ac09/html5/thumbnails/15.jpg)
Investor & analyst day 2017 15
DA VINCI OMNI-CHANNEL CONTENT
Landbased sports
SSBTs
Landbased bingo
ECM
Landbased casinos
VB
IGS
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Investor & analyst day 2017 16
CONTENT ECOSYSTEM - GPAS
“Playtech will develop a next generation content “ecosystem” with
unified games delivery platform & developer program. Enabling
accelerated maths creation for games and full licensee game
discovery capabilities across all channels.”
Desktop Mobile Retail
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Investor & analyst day 2017 17
Flexible approach
Third party supplier
Data driven
Real-time
AI
PLATFORM EVOLUTION
Cloud
Superior ROI
Self learning & intuitive
Simplicity turns good into great
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Investor & analyst day 2017 18
CASINO PLATFORM FOCUS
Casino Platform focus
Smart bonusing
Real time reaction to player needs
Smart content planning in advance
Marketing of content
Communications
Excellence in quality
![Page 19: Playtech - a platform for growthplaytech-ir.production.investis.com/~/media/Files/P/Playtech-IR/... · Playtech - a platform for growth Investor ... 2.00 pm to 2.30 pm James Frendo](https://reader030.vdocuments.mx/reader030/viewer/2022021512/5af1608b7f8b9a572b90ac09/html5/thumbnails/19.jpg)
Investor & analyst day 2017 19
Landbased and online
Content is more than just content
Platform the key differentiator
Internationalisation and consolidation
Gaming ecosystem – GPAS, POP and
MP
KEY TAKEAWAYS
Omni-channel focus
Upside in the platform – big data / AI /
simplicity of use
Playtech products and services – a
complete offering
![Page 20: Playtech - a platform for growthplaytech-ir.production.investis.com/~/media/Files/P/Playtech-IR/... · Playtech - a platform for growth Investor ... 2.00 pm to 2.30 pm James Frendo](https://reader030.vdocuments.mx/reader030/viewer/2022021512/5af1608b7f8b9a572b90ac09/html5/thumbnails/20.jpg)
The power of Playtech ONE
Anthony Evans, Head of Product Strategy
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Investor & analyst day 2017 21
PLAYTECH ONE
ONE Wallet ONE View ONE Platform
![Page 22: Playtech - a platform for growthplaytech-ir.production.investis.com/~/media/Files/P/Playtech-IR/... · Playtech - a platform for growth Investor ... 2.00 pm to 2.30 pm James Frendo](https://reader030.vdocuments.mx/reader030/viewer/2022021512/5af1608b7f8b9a572b90ac09/html5/thumbnails/22.jpg)
Investor & analyst day 2017 22
PLAYTECH ONE FOUNDATIONS
PERSONALISATION &
COMMUNICATION
Bespoke player
experience, enabled
by segmentation and
supported by real-time
communication tools
CONTENT
Play any product, all
channels, locations
and devices
CRM & LOYALTY
Automated data-driven,
real-time, BI marketing
tools and bonus engine
USER EXPERIENCE
Seamless, responsive,
adaptive gameplay
across all channels
and devices
WALLET
ONE wallet,
ONE view,
ONE platform
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Investor & analyst day 2017 23
FULL SOLUTION
Native Apps
(mobile, tablet)
Retail Machines
(EPOS, SSBTs & FOBTs)
Retail OTC
(Sports & Lottery)
Sportsbook Poker TV Games Live Marketplace Casino Virtual Sport Lottery Bingo
IMS
Desktop & Mobile
Pla
yte
ch
ON
E
Portal
Bu
sin
ess In
tellig
en
ce
Bonusing Suite Loyalty Mgmt.
Risk & FraudKYC
BI & Game Advisory Player Management Engagement Platform Communications
System ManagementPaymentsReportingPersonalisation Tools
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Investor & analyst day 2017
PLAYTECH ONE BETTING SHOP
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Investor & analyst day 2017 25
Retail
App
Virtual Cards
Retail App
Retail Hub
Enhanced Modifier
Games
In-game
Messagin
g
2 3
Virtual
Cards
Retail
App
Leaderboards
Retail Hub
Enhanced Modifier
Games
In-game
Messaging
Cross Product
Brands &
Jackpots
Behavioural Analytics
& BI
Cross
Product
Triggering
PLAYTECH ONE INNOVATIONS
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Investor & analyst day 2017 26
PLAYTECH ONE INNOVATIONS
S L O T S
R O U L E T T E
P O K E R
L I V E R O U L E T T E
R E TA I L G A M E
B I N G O
C O M I N G
S O O N
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Investor & analyst day 2017 27
A DATA DRIVEN COMPANY
Unique reporting & analytics for licensees
Machine learning techniques for harm minimisation (BetBuddy) & fraud detection
Behavioural analytics to drive marketing & personalisation – “smart platform”
AI to drive marketing efforts: player segmentation, propensity modelling & real-time Interventions
Key 2017-18 Deliverables:
Data driven marketing – engagement platform
Content recommendations
Smart clients - slots default bet & chip selection
![Page 28: Playtech - a platform for growthplaytech-ir.production.investis.com/~/media/Files/P/Playtech-IR/... · Playtech - a platform for growth Investor ... 2.00 pm to 2.30 pm James Frendo](https://reader030.vdocuments.mx/reader030/viewer/2022021512/5af1608b7f8b9a572b90ac09/html5/thumbnails/28.jpg)
Investor & analyst day 2017 28
CORE SYSTEM DEVELOPMENTS – SMART PLATFORM
Loyalty Mgmt. &
Gamification
Engagement Platform
Bonusing SuiteCommunications
Tools
Central loyalty system
Flexible usage
Leader-boards
Data driven
Tax mitigation
Omni-channel
Central bonusing engine
Meta data
Data driven
Tax mitigation options
Modifier bonus
Omni-channel
Full suite of communications
Real-time engagement
In-game messaging
Connected to chat
Data driven
Omni-channel
BI
Content
Modifier bonuses
In-game messaging
Cross product jackpots
Cross product brands
Engagement games
![Page 29: Playtech - a platform for growthplaytech-ir.production.investis.com/~/media/Files/P/Playtech-IR/... · Playtech - a platform for growth Investor ... 2.00 pm to 2.30 pm James Frendo](https://reader030.vdocuments.mx/reader030/viewer/2022021512/5af1608b7f8b9a572b90ac09/html5/thumbnails/29.jpg)
Investor & analyst day 2017 29
SMART PLATFORM
Smart Default Bet
Smart Chip
Selection
Smart Deposit
Buttons
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Investor & analyst day 2017 30
SMART PLATFORM
Additional algorithms available for licensees
Churn detection (Casino & Poker)
LTV
Fraud detection (Live)
Abandoned games
Segmentation models (Casino & Poker)
First time depositors (in progress)
![Page 31: Playtech - a platform for growthplaytech-ir.production.investis.com/~/media/Files/P/Playtech-IR/... · Playtech - a platform for growth Investor ... 2.00 pm to 2.30 pm James Frendo](https://reader030.vdocuments.mx/reader030/viewer/2022021512/5af1608b7f8b9a572b90ac09/html5/thumbnails/31.jpg)
Investor & analyst day 2017 31
BETBUDDY: RESPONSIBLE GAMING AI
IMS
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Driving content strategy
James Frendo, Director of Casino
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Investor & analyst day 2017 33
My Background
12 years in industry
Roles in customer management, VIPs, operations, CRM,
product and commercial
Experienced two mergers & casino strategy
Objectives
Increase share of wallet
Acquire and retain efficiently
Act responsibly, develop USPs, build bespoke customer
experiences
Flexible marketing tools and best content
A B2C PERSPECTIVE
Industry trends & adjusting to the “new normal”
More costs & suppressed margins
POC on free bets, horseracing levy, steeper acquisition
costs, FOBT stake reductions, adjusting to multi-
jurisdiction regulations
More Restrictions
ASA, CMA, UKGC, CAP, Responsible Gaming, stake
factoring, context wagering
More sophisticated & demanding customers
UX design, CX, higher customer standards
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Investor & analyst day 2017 34
Did well
Started delivery of more synchronised releases
(desktop and mobile versions)
Conversion of 100+ flash games to desktop
Delivered new games in order to mitigate Marvel end
of license
Launched royalty free brand – Age of the Gods
Ramped up high visibility network promotions
Scored better on licensees satisfaction and game
quality
Began the shift from Waterfall to Agile methodology
Scoped & initiated plans to remove games from
platform
CONTENT CONSIDERATIONS
In progress
Communicate our games more effectively
Measure/map games success criteria (indexing)
Focus launches before key marquee dates (Cheltenham, Grand National etc)
QA of important titles and priority escalations
Expand certifications & translations for regulated
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Investor & analyst day 2017 35
CONTENT STUDIOS
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Investor & analyst day 2017 36
CONTENT PILLARS
Signature Reach Reliability Value
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Investor & analyst day 2017 37
Aim
Reinforce trust
Local heroes
Best value for money
Guidance
Anticipate the market
Use R&D team & focus groups
Collaborate with your licensees
Be daring! Innovate
Operational
Leverage scale, use the shared resources
Deconflict
Agile builds
CONTENT STRATEGY
Measuring the success criteria
Costs / attributes / relative distribution multiplier
True ROI
Distribution
Marketplace
Self-service for marketing teams
Test, configure, publish, track
Sales
Intelligent, data driven approach
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Investor & analyst day 2017 38
JUSTICE LEAGUE
Launching in time with the film release on
the 17th Nov
Significant promotional spend
Multi-jurisdictional, for all regulated regions
Several brand approved asset packs to
choose from
Released to licensees in production
environments, under password lock screens
Jackpot game based
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Investor & analyst day 2017 39
BESPOKE CONTENT & EXCLUSIVES
Playtech open Platform (POP)
Serves as an integration hub for 3rd party Gaming systems (RGS) and Playtech Gaming Platform
Game Platform As a Service (GPAS)
Provides the ability for internal and external content units to author games
Handles all platform functions to manage the game
Allows games to be authored once and deployed into multiple channels and verticals
GPAS Core Services (RNG, persistence, game history, etc.)
Ryota maths editor and run-time engine
Game Development Kit (GDK), client framework
GPAS connects to POP as a Remote Gaming Server (RGS)
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Investor & analyst day 2017 40
MARKETPLACE: HAVE IT YOUR WAY
RGS1
RGS2
GPAS
RGS
5
RGS4
RGS3
Dynamic Game
Discovery
Set up
Commercials
Install
Game
Set up
Game Profile
Licensees can configure games directly from the
Marketplace similar to the App Store concept
The solution to manage content from multiple RGS providers
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Investor & analyst day 2017 41
Discover
Configure
Deploy
A new game!
I need to
increase my
margin
I want to push a
free spins
promotion, but
need to control
costs. <=25 lines
I have a high
roller cohort,
configure higher
limits for them
Branded Jackpot
games are great for
acquisition, I’ll deploy
on homepage
My customer base
AVPUs increase
well with sticky
wilds
MARKETPLACE
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Investor & analyst day 2017 42
Platform stream Games stream
Reduces operational overhead
Better scheduling & promo planning
Builds roadmap confidence
Games less impacted by code freezes
PLATFORM: REMOVING DEPENDENCY
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Investor & analyst day 2017 43
LOOKING AHEAD
Customer profiles: Deal chasing, snacking, play to win
Source: Direct, xsell, trialists (1-day players)
Value banding: VIPs, higher roller, causal etc
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A world leading offering
Edo Haitin, CEO Playtech EuroLive
Kevin Kilminster, Head of Live Innovation
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Investor & analyst day 2017 45
Playtech Live is the complete end-to-end market leading solution
Extensive functionality and tools capability, unmatched within the
Live market
Market leading & seamless UX, with omni-channel capability
Fastest developing Live supplier on the market
Tier 1 sportsbook preferred supplier of choice
Global presence with 5 operational facilities
Solid platform with a yearly uptime of 99.98%
Engaging products supporting cross-sell
OVERVIEW OF PLAYTECHLIVE DEALER
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Investor & analyst day 2017 46
260+ million cards dealt in 2017 so far
1,600+ hours of uninterrupted gameplay daily
Roulette balls spun this year have travelled over 385,000
kilometers - enough to get to the moon
1.2 km sq.used on dealer uniforms
720 hours spent rewarding our dealers with team building
events
Milk - 17,000 litres per year
Coffee - 2.2 tons per year
INTRODUCING RIGA
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Investor & analyst day 2017 47
Purpose built, advanced tailor made Live dealer
Largest migration and investment into Live dealer
Seamless migration over 7 months
Mission control center to facilitate operational standards
Network operations center to monitor and ensure a safe and
secure solution
Extension technology improvements, embedded within the
facility
Re-engineered training facility capable of handling our extensive
hiring requirements
Visible improvement of staff morale, growing retention and
organic acquisition of live dealers
New facility presents us with significant capability for growth and
advanced services
RIGA: FACTS AND FIGURES
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Investor & analyst day 2017 48
CORE FOUNDATIONS
First class 24/7 service experience for our customers
Multi-layer segmented experiences, offering a greater diversity in choice
3rd Party validation ensuring our product remains market leading
Power of Playtech in the players hand
Unique solution only Playtech has the capability to deliver
Creating a seamless experience through our own liquidity
Extensive portfolio of existing in-house innovations
Capability to mould our own vision
Experience is everything
Customer led decisions
Inspired to innovate
Playtech ONE
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Investor & analyst day 2017 49
Multi segmented experience portfolio (Product / Live / ONE)
Extensive and ambitious product investment for our long-term strategy
‘Live 2’ enabling faster to market delivery, presenting a feature rich tool and
functionality capability
New UI solution, improving players experience and performance
Augmented and video wall technology, the new standard in Live casino
Investment in the future of our customers
Unique data content management ability
New application to studio management technology
NEXT GENERATION
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Investor & analyst day 2017 50
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Investor & analyst day 2017 51
Ability to take Live dealer in a new content direction only
Playtech can deliver
Delivers a product for the next generation of Live casino
customer
Jackpot solution unique to Playtech, improving liquidity
and increasing customers cross-sell capability
Life changing amounts for the first time to Live Dealer
600 Content titles within Playtech for Live to utilise for
long-term strategy plans
New way to harness dealer capability, outside the VIP
format
LIVE WITHIN PLAYTECH ONE
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Investor & analyst day 2017 52
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Investor & analyst day 2017 53
Expand game portfolio to further strengthen market leading position
Strengthen tools and functionality to grow market share, and further develop customers
Invest further in innovative products and experiences
Strong continuation in 2018 of the Playtech ONE vision and strategy
Utilise new space capability to acquire new clients with fast delivery to market
A SIGNIFICANT OPPORTUNITY
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Live studio tour
Two groups please
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PBS: disrupting the market
Dr Armin Sageder, CEO Playtech
BGT Sports
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Investor & analyst day 2017 56
Contract extensions agreed with Paddy Power, BetFred, Boyles, Jennings & 10+ independents
20%+ increase in sited terminals despite the removal of William Hill terminals
By year end, terminals in every Ladbrokes, PP, Coral, BetFred, Boyles & Stan James shop
Racing now established on SSBTs via exclusive Racing Post app - only football has higher turnover than Racing
Leading the omni channel experience for mid-sized and independent operators via the deployment of market leading Bet Tracker app
2017 HIGHLIGHTS: UK
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Investor & analyst day 2017 57
2017 HIGHLIGHTS: REST OF THE WORLD
Spain and Andalucia
Codere
Winner
Developments in Columbia
Codere
Sportium
Megared
Easybet 7 in Austria signed
Tills and terminals
Betting in Belgium
Digital sportsbook
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Investor & analyst day 2017 58
OPAP
SSBT GO-LIVEVIRTUALS FOOTBALL ON
SSBT
OTC IN-PLAY GO LIVE - 4500 SHOPS
1800 SSBTS LIVE
OTC PRE-MATCH GO LIVEVIRTUALS FOOTBALL PLAYSLIP (SINGLE MATCH)
OTC COMBINED TILLGREYHOUND + VIRTUALS
REMAINDER
2-Aug 24-Oct 1-Nov31-Dec
26-Feb
1-Jul1-Jul
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Investor & analyst day 2017 59
PBS CORE COMPETENCIES
C O M P E N T I C E S
Sofia
Trading
operation
Bremen
Transaction
system
London
Sports
content &
bonus
Malmö
Digital
Vienna
Retail
Nicosia
IP
development
Cyprus
IP
deveopment
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Investor & analyst day 2017 60
PRODUCT UPDATE
Achieved
First version of new PBS Online
Mobile product is available!
IMS Digital integration
Statscore content integration
Free bets bonusing & promotions
pages
Ongoing
SaaS Portal integration, B2C requirements
Tier 1 Product
Cashout enhancements
Optimised navigation, CMS controls
Horse racing & greyhounds
Virtuals
Bet recommendation engine, request a bet
Advanced Bonus Engine
Pre-wager deposit bonus integration
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Investor & analyst day 2017 61
DISRUPTING THE MARKET
Expertise across all elements of the
supply chain
PBS is the only real omni-channel
system on the market
Key content distribution agreementsCross-channel BI
Big data built-in
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Investor & analyst day 2017 62
2018 PLANS
UK
Contract extensions / additional terminals
Build on the Racing Post model
In-game features
Development of hardware options
Australia
Maximise Generation Web acquisition
Actively target EBT operators
Greece and SE
Massive roll out with OPAP 4700 Tills, 15.000 BEPS
Italy
LATAM
Mexico omnichannel
Columbia omni-channel
Germany & Austria
Omnichannel Germany
CEE
Expand with Novomatic omnichannel
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Investor & analyst day 2017 63
ICE 2018
PBS on the Playtech stand PBS stand
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The regulatory landscape
Ian Ince, Head of Regulatory Affairs and
Compliance
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Investor & analyst day 2017 65
COMPLIANCE AT PLAYTECH
Gambling compliance
Regulatory affairs
Due diligence on
M&A
Data protection
CSROperational
oversight
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Investor & analyst day 2017 66
GOVERNANCE AND OVERSIGHT
Board sponsors
External risk assesment &
assuranceInternal audit
Board risk committee
Annual reports on AML
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Investor & analyst day 2017 67
RESPONSIBLE GAMBLING
CMA
ASA
FOBT
UKGC
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Investor & analyst day 2017 68
BETBUDDY
Utilising data in IMS
Lead industry in creating safe and fun
gambling ecosystem
Will influence games design and
development in future
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Investor & analyst day 2017 69
* 15% up to gross revenues of 5M euros. Exceeding revenues are taxed using the following formula:
Tax = [15% c (annual gross revenues/5M euros)]. This flexible tax rate is limited to 30% of GGR.
** Tournament-type games are taxed at 25% GGR.
*** The current regulations in Greece do not explicitly state that online casino is permitted, however, it does not prohibit it either.
Transitional licences have been issued to operators and are valid until an international bidding competition occurs.
**** Technical games are taxed at 35% GGR
Multi-licensing regime
Restricted and/or unregulated
Legislation in process
Turnover
Gross Gaming Revenue
NORWAY
SWEDEN FINLAND
UNITED
KINGDOM
IRELAND
FRANCE
GERMANY
POLAND
DENMARK
NETH.
BEL.
LUX.
HUNGARY
ROMANIA
SPAINPORTUGAL
ITALY
AUSTRIASWITZ.
BULGARIA
GREECE
MALTA
LITHUANIA
LATVIA
ESTONIA
CZ SLOV.
12%
10%
10%
18%
16%
20%
35%***
15%**
20%
15%
11%
25%15%*
5%
CROATIA
ONLINE CASINO REGULATION IN THE EEA
20%
23%****
12%
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Investor & analyst day 2017 70
FUTURE GAMBLING REGULATION: EUROPE
Netherlands - Passed 2018 - license award Q1 2019
Switzerland - In process now pending referendum - Q3/4 2018 tbc
Germany - Federal Court Internet ban - catalyst for change?
Others - Q1 Sweden 2019 tbc
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Investor & analyst day 2017 71
FUTURE REGULATION: ASIA
Philippines
Playtech licensed by PAGCOR
Uncertain political climate
Contingency plans in place
N O E X P E C TAT I O N O F C H A N G E
China / Malaysia
Risk-based approach
Payment processing
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Investor & analyst day 2017 72
FUTURE REGULATION: INDIA
Nagaland open to skill games (poker / rummy)
Sikkim
State model - no federal legislation expected
Very slow burn
Working with the British Council of India
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Investor & analyst day 2017 73
FUTURE REGULATION: LATAM
Colombia – regulated 1st Jan 2017
Brazil – market estimation c. €3bn, elections Nov 2018
Chile – potential for 2018
Peru – bill to be proposed by end 2017
Mexico – update to regulation stalled
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Investor & analyst day 2017 74
FUTURE REGULATION: UNITED STATES
No gambling presence
PASPA repealed - 2021 tbc but still no casino?
Potential retail opportunity
New Jersey / Nevada / Delaware / Pennsylvania - no commercial argument to obtain licence
Complicated market - different lobbying activities, added factor of Tribal issues to overcome
No expectation of it changing in next 12 months
We continue to monitor
Ability to penetrate should a commercial opportunity presents itself
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Investor & analyst day 2017 75
FUTURE REGULATION: AFRICA
Reduced on-line Playtech activity - consolidation of sport under PBS
Currently supporting licensees in:
Nigeria
Kenya
South Africa
Ghana
Retail opportunities
Low regulatory risk, higher AML / ABC risk
High levels of due diligence and local legal opinions
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Business development
and M&A strategy
Andrew Smith, CFO
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Investor & analyst day 2017 77
BUSINESS DEVELOPMENT AND M&A TEAM
The team
Team of eight
Supported by other teams from within Playtech as appropriate (finance, tax, legal, compliance)
Responsibilities
Implementing the board's high level strategy
Identifying and pursuing opportunities in new and existing markets, including soon to be or newly regulated markets
Increasing our landbased penetration and B2C opportunities in certain markets
Sourcing and creating opportunities for collaborations, acquisitions and investments in companies
Creating and maintaining relationships with studios and rights owners to enhance our brands portfolio
M&A
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Investor & analyst day 2017 78
Benefits of JVs and structured agreements include
Allows Playtech to partner with the best brands and operators in any given jurisdiction
Great involvement in operations – more than just a software provider
Approaching B2C economics in a B2B context
Examples to date include:
William Hill Online
Ladbrokes
Caliente
Marca
Many other opportunities being evaluated
JOINT VENTURES & STRUCTURED AGREEMENTS
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Investor & analyst day 2017 79
BRANDED CONTENT
Benefits both Playtech and its licencees
Playtech’s scale allows it to purchase branded content for the benefit of ALL licencees
Branded content is a key marketing tool for operators
Playtech maintains key relationships with film studios and other brands
Examples include Marvel, DC Comics and numerous films (Gladiator, Top Gun, Dirty Dancing to
name but a few)
Potential for broadening the future approach such as sports, music and even more films
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Investor & analyst day 2017 80
18 YEAR TRACK RECORD OF SUCCESS
Founded
Listed on the main
market of the
London Stock Exchange
1999 2006 2008 2011 2013
Listed on AIM
William Hill acquires
Playtech’s 29% share of
WHO joint venture for
£424m
William Hill Online (WHO)
joint venture agreed
Playtech acquires PTTS from
Worldwide Online Enterprises
2012 2015 2016 2017
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Investor & analyst day 2017 81
EVALUATING M&A TARGETS
81
Profitable, highly cash generative
businesses with a focus on high
quality regulated revenue
Ability to leverage revenue and
cost synergies
Driven by similar DNA, core
competencies, with a strong
cultural fit
Well-invested assets at a
strategic or operational inflection
point in their development
Strong management with proven
track record, incentivised to grow
the business post-acquisition
Strong financial metrics
earnings accretion
returns vs WACC, etc.
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Investor & analyst day 2017 82
GAMING ACQUISITION OPPORTUNITIES
82
Content Geographies
Omni-channelSport
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Wrap-up
Mor Weizer, CEO
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Investor & analyst day 2017 84
Intelligence of the platform continues to underpin Playtech ONE omni-channel offering
GPAS provides a further evolution of partnership with licensees
scale & breadth of offering remains unrivalled
Data is central to Playtech’s operations and supports all strategic initiatives
Significant growth expected from world’s largest and most technologically advanced Live Casino studio
Fully integrated front-to-back end Sports offering will disrupt the market
Regulation continues to shape the industry and drive quality of earnings
Playtech has a long and successful history of M&A which remains a strategic priority
We have great confidence in our future
KEY TAKEAWAYS
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Thank you