Investor Presentation 2020 SSIC slide image

Investor Presentation 2020 SSIC

T Category Leading Mobile Games Video Poker Classic (1) Marketing Opportunity Unit Economics TAPINATOR $4,000,000 $3,500,000 $3,000,000 $2,500,000 $2,000,000 $1,500,000 $1,000,000 $500,000 Forecasted Cumulative Bookings Impact of Incremental $1.0mm Marketing Spend $3.8mm $2.6mm $1.0mm 1 Yr. ROI Forecast: 43% 4 Yr. ROI Forecast: 165% $- Q1 Q2 Q3 Q4 Q5 Q6 Q7 Q8 Q9 Q10 Q11 Q12 Q13 Q14 Q15 Q16 Incremental Marketing Spend -Incremental Gross Bookings -Incremental Net Bookings VIDEO POKER CLASSIC • In real money casinos, video poker can ~ comprise 20% of gaming revenue. (2) In 2019, revenue for the social casino market reached $5.7 billion. (3) • We believe that there is significant growth opportunity for Video Poker Classic to capture a much greater percentage of the social casino market. (1) Forecast based on internal player lifetime value model which relies on limited past results and certain management assumptions. Actual results could vary significantly based on future market conditions. (2) In 2013, Louisiana's adjusted gross video poker revenue was over $600 million and represented 20% of the state's net daily gaming revenue. In 2013, Illinois' video poker revenue was about $300 million relative to about $1.5 billion in adjusted gross casino revenue. (3) Statista, "Social casino revenue worldwide from 2016 to 2020, by platform," March 29, 2019 11
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