the near future of real money gaming marcus yoder, executive director of business development, igt...
TRANSCRIPT
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, [email protected]