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
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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
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