Allwyn Investor Presentation Deck
US Lottery Opportunity
Substantial total US lottery market with $103bn in annual ticket sales¹ and significant scope for growth from both retail and
iLottery channels (current penetration of 6%)
2022E Total US Lottery Market¹ ($bn)
24
WA
$1.03
5
OR
$0.44
CA
$9.64
AK
NV
ID
$0.41
MT
$0.07
UT
AZ
$1.62
WY
$0.03
CO
$0.86
NM
$0.16
HI
ND
$0.03
SD
$0.08
NE
$0.24
KS
$0.35
TX
$7.22
OK
$0.26
MN
$0.76
ΤΑ
$0.44
MO
$1.75
AR
$0.69
LA
$0.60
WI
$0.82
IL
$3.36
CAMELOTI
MS
$0.50
MI
$7.54
2
IN
$1.92
IGT
AL
KY
$1.42
TN
$2.04
OH
$3.85
GA
$5.60
Private operator model
Retail and iLottery presence
Retail lottery presence only
WV
$0.27
SC
$2.57
FL
$8.11
PA
$6.33
VA
$3.04
NC
$3.77
NH
$0.40
NY
$8.43
VT
$0.17/
NORTHSTAR
NEW JERSEY
NJ3
$4.04
DE
$0.24
MD
4
DC $2.89
$0.23
ΜΕ
$0.35
ΜΑ
$6.18
RI
$0.32
CT
$1.52
Total US Lottery Market' is Estimated to Grow
at a CAGR of 7% from 2019A to 2022E
US iLottery
US Retail Lottery
'19A - '22E
CAGR
% Total
# of
States 5
2022E
Market Size
Jurisdictions
deployed
32%
Jurisdictions
deployed
6%
10
$6.1bn
Lottery
Privatizations
UK
Multiple Potential Methods of Entry for Allwyn
Partnerships
with Vendors
Czech
Republic
Austria
Source: H2GC, State Lotteries, Company filings.
1)
Defined as gross ticket sales for State Lottery lottery style games only (i.e. excludes VLTS / Sportsbetting / Offshore)
Privately operated by IGT Indiana, a wholly-owned subsidiary of IGT
Privately operated by North Star New Jersey, a JV between IGT and Scientific Games
iLottery launched in Dec-20 as a result of emergency rules adopted during the COVID-19 pandemic
10 states include North Dakota, Michigan, Illinois, Kentucky, Pennsylvania, Virginia, North Carolina, Georgia, New Hampshire, Rhodes Island and D.C. (excludes New York, Maine, Maryland which operate under online subscription management model)
6%
94%
M&A
Opportunities
45
$96.5bn
3
Italy
£
Greece and
Cyprus
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