the near future of real money gaming marcus yoder, executive director of business development, igt...

The Near Future of Real Money Gaming

Marcus Yoder, Executive Director of Business

Development, IGT Interactive

IGT - Leader in Interactive Gaming

April 20, 2023

IGT Interactive Around the World

April 20, 2023

SF Interactive HQLas Vegas Corporate HQ

European Offices:UK: Manchester, LondonEstonia: TallinnAlderney Gibraltar

Research & Development

Canadian DC

Latin America DC

Seattle DDI HQ

Gibraltar

AlderneyManchester

London

Tallinn

4

The Interactive Market

Interactive Worldwide GGR(includes black and grey markets)

5.9%

8.1%

8.1%

10.5%

13.3%

5.0%

$B

Source: H2 Gambling CapitalNote: Interactive is both online and mobile. Includes black / grey markets

CAGR2011 - 2015

6

Interactive

Casinos in the Americas

Population: 34.8 millionGDP: US$1.4 trillionPer capita: US$40,500

Broadband Coverage:11.9 million households

Canadian Provincial Lotteries

BCLC – PLAYNOW.COM

8

What Cannibalization?

9

IGT launched Cleopatra on the site on October 5th

EspaceJeux.com (Loto Quebec)

11 IGT CONFIDENTIAL

Viva Mexico!

Greenplay.mx

12

Greenplay.com – Mobile

13

14

USA:

Nevada, New Jersey & Delaware

April 20, 2023

US Market – Regulated States (NV, DE, NJ)

15

U.S. Regulated Online Gaming Forecast by Vertical U.S. Regulated Online Gaming Forecast by StateDelaware, Nevada, New J ersey Only

$M 2013e 2014e 2015e 2016e 2017e 2017 % of total $M 2013e 2014e 2015e 2016e 2017e Sportsbetting $0 $57 $74 $86 $98 10% New J ersey $0 $411 $482 $524 $570 Casino $0 $307 $371 $409 $450 45% Nevada $30 $232 $290 $342 $398 Poker $30 $199 $230 $260 $292 29% Delaware $0 $25 $35 $39 $43 Bingo $0 $105 $131 $150 $171 17% Total $30 $668 $807 $905 $1,012Total $30 $668 $807 $905 $1,012 growth % 21% 12% 12%growth % 21% 12% 12%

$57 $74 $86 $98

$307 $371 $409 $450

$199 $230

$260 $292

$105 $131

$150 $171

$30

$668

$807 $905

$1,012

2013e 2014e 2015e 2016e 2017e

U.S. Regulated Online Gaming Forecast by Vertical - DE, NV, NJ

Sportsbetting Casino Poker Bingo

New Jersey & Delaware

New Jersey•Adult pop.: 5.5 million•Law passed on 2/26/13•Any current licensed operator•Each operator selects providers•All equipment must be in Atlantic City•Strict probity•Target: November 2013

Delaware•Adult pop.: 560,000

•State Lottery determined legality

•Only State Lottery and Lottery agents

•One RFP for platform and game content

•Equipment with personal data must be in DE; game content can be served from regulated jurisdiction

•Strict probity

•Target: September 2013

17

Who’s Next?

April 20, 2023

2013 US Legislative Activity

Jurisdiction Legislation / Other

Legislative Status

Legislative Session Ends

Games / Activity Authorized

Federal •HR 2282 (King Bill)•Draft Barton Bill

•In Committee(s)•Draft

12/31/14 •Poker + Casino •Poker Only

California •Senate Bill 51•Senate Bill 678•Pechanga Coalition Draft Bill

•In Committee •In Committee •Draft

8/31/13 •Poker Only •Poker Only•Poker Only

Massachusetts •Senate Bill 101 •Senate Bill 197•Budget Amendment

•In Committee •In Committee •Introduced

12/31/13 •Lottery Games •Poker + Casino •Poker Only

Mississippi House Bill 254 Died in Committee

Out of Session Poker + Casino

Iowa Senate Bill 1068 Died in Committee

Out of Session Poker Only

2013 US Legislative Activity

Jurisdiction Legislation / Other

Legislative Status

Legislative Session Ends

Games / Activity Authorized

Hawaii Senate Bill 678 Died in Committee

Out of Session Poker + Casino + Lottery

Pennsylvania •House Bill 1235•Senate Draft Bill

•In Committee•Draft

12/31/13 •Poker + Casino •Poker + Casino

Illinois •Amendment to Senate Bill 1739

Dead Out of Session Poker + Casino + Lottery

New York Budget Bill Language

Introduced 6/21/13 Poker Only

Louisiana Legislative Study Bill

Enacted Out of Session N/A

Ohio

Ohio Interactive Gaming – All Verticals

Ohio Year 0 Year 1 Year 2 Year 3 Year 4 Year 5 Sportsbetting 273$ 348$ 413$ 480$ 548$ Casino 182$ 230$ 262$ 290$ 320$ Poker 114$ 135$ 156$ 179$ 201$ Bingo 40$ 51$ 59$ 67$ 75$ Other Gaming 35$ 48$ 57$ 66$ 75$ Total 643$ 812$ 947$ 1,081$ 1,218$

Values in US$ million

22

Convergent Content

is

King

April 20, 2023 IGT CONFIDENTIAL

Leading IGT Interactive Casino Games

23

IGT Land-Based Slots

April 20, 2023

IGT CONFIDENTIAL

IGT Branded Slots

April 20, 2023

IGT CONFIDENTIAL

New Mobile Game Interface (v2)

• Landscape orientation

• Maximum real-estate dedicated to game-play

• Optimised for tablet devices

• Enhanced button configuration

• High resolution graphics

• iOS and android support

April 20, 2023

Thank You

Marcus Yoder, @yodermarcus, marcus.yoder@igt.com