Super Show - Key Performance Indicators in iGaming

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KPIs in gaming are not homogenized across financial reports, but this session will explore what performance indicators will help you measure your progress against your competition, and what KPIs will help market analysts to best value your enterprise.

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Super Show - Key Performance Indicators in iGaming

  1. 1. Key Performance Indicators iGAMING SUPER SHOW – PRAGUE May 2010 Ivor Jones [email_address] +44 (0) 20 7620 1326 Analyst: Numis Securities Ltd 10 Paternoster Square London EC4M 7LT
  2. 2. Rating vs. growth Market and FX data as at 21 April 2010 Forecast data sourced from Capital IQ consensus estimates Multiples calendarised to December year end
  3. 3. Paying for growth Forecast period 2010 2011 2012 Illustrative profit profile Growth period Investment period Multiple compression Valuation
  4. 4. <ul><li>Amazon: Domestic vs. International sales and growth </li></ul>Source: Datastream, Annual Reports Amazon Share Price Share price anticipates pay back on investment
  5. 5. Amazon: Domestic vs. International EBIT and margin Source: Datastream, Annual Reports Amazon Share Price Still immature after all these years
  6. 6. Share price anticipates pay back on investment <ul><li>ASOS: Domestic vs. International sales </li></ul>Domestic Sales International Sales Source: Datastream, Annual Reports ASOS Share Price -- £20m £40m £60m £80m £100m £120m £140m 2003 2004 2005 2006 2007 2008 2009 Sales
  7. 7. EBITDA
  8. 8. PartyGaming - Yield Per Unique Active (US$)
  9. 9. PartyGaming - active player days
  10. 10. PartyGaming - Net Daily Revenue
  11. 11. PartyGaming - Rolling 12m Revenue
  12. 12. Pressure From Currency
  13. 13. Share price
  14. 14. Playtech - Share of Geographical Diversity
  15. 15. Poker KPIs <ul><li>Attrition of real money sign-ups </li></ul>
  16. 16. Development Of Gross Gaming Revenues
  17. 17. Conclusion <ul><li>Delivering growth </li></ul><ul><li>Delivering on reinvestment </li></ul><ul><li>Detail on product markets </li></ul><ul><li>Detail on geographic markets </li></ul><ul><li>Detail on sustainability </li></ul>

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