A Modern Esports Company
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A MODERN ESPORTS COMPANY INVESTOR PRESENTATION JULY 2020 IMPORTANT NOTICE The information contained in these slides and the presentation made to you verbally has been prepared by Gfinity plc (Company) solely for your information. The information in these slides and the presentation made to you verbally is confidential and may not be redistributed or passed in whole or in part to any other person or published in whole or in part in any form, for any reason or purpose, and is subject to updating, completion, revision, further verification and amendment without notice. These slides and this presentation have not been approved by the United Kingdom Listing Authority as a prospectus under the Prospectus Rules (made under part VI of the Financial Services and Markets Act 2000 (FSMA 2000)) or by the London Stock Exchange. 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By accepting receipt of this document, you agree to be bound by the limitations and restrictions set out above. 01 GFINITY ESPORTS WE BELIEVE IN THE POWER OF GAMING TO ENTERTAIN AND INSPIRE A NEW GENERATION 02 GFINITY ESPORTS INVESTMENT SUMMARY INVESTMENT SUMMARY • A market leader in large and fast-growing sector • Business model evolved to reflect rapidly developing and COVID 19 impacted market • Clear plan for growth and monetization - owned; co-owned; and fee plus • Sharpened strategic focus in 3 areas where we have traction and competitive advantage, each with strong revenue levers: 1. Gfinity Digital Media Group 2. Joint Ventures/Partnerships 3. Building communities for others utilising owned Tech IP • Underpinned by continued focus on consumer insights • Targeting move into profitability in Q1 2021 03 GFINITY ESPORTS WHAT WE DO DIGITAL MEDIA GROUP (OWN) BUILD COMMUNITIES FOR OTHERS J V / PA R T N E R S H I P S ( C O - O W N ) (SERVICE/LICENSE BASED) • Wholly owned, gamer centric websites • Ideas that capture the imagination • Commercially viable programmes for publishers, sports rights holders, brands and media organisations • 10 million users • Partners that value and benefit from our expertise GFINITY • Utilise company owned tech IP • 641% growth in 12 months - creative; production; game operations; community • Design esports programmes and competitions DEVELOP building; commercial • Optimised for ad serving. Q3/Q4 2020 - bumper - virtual and on-line period for the industry due to launch of new games • True partnership – shared investment, paid for consoles services, shared risk, shared commercials - reason to care content • Community building - written and video content • Continue to grow existing sites • Abu Dhabi Motorsport Management – 5 year • Formula 1 esports – multi-year agreement partnership • Innovate - 3 new language sites added • ePremier league – on-line and offline events • Global Racing Series – First product, V10 R League • New gamer hobby sites • BT Sport – world class production • New innovative formats, designed for broadcast DELIVERY • New advertising and video service delivery partners • Activision Blizzard – UK’s only Call of Duty World • Top racing teams; global distribution; commercial League event partnerships • Tech IP - Tournament platform; Race Control; forums and chat • CPM – programmatic static and video ads • Fee for services • Service fee • CPA – affiliate sales; e-commerce • Shared commercial rights, 50-50 • License fee MONETISATION • Brand partnerships – site takeovers • Content rights; sponsorship; advertising; Ancillary • Limited commercial rights – sponsorship commission revenues (in-game purchases) 04 GFINITY ESPORTS STRATEGY IN ACTION – DIGITAL MOTORSPORT MOTORSPORT DIGITAL DIGITAL MEDIA GROUP • eRacing content across Gfinityesports.com and Realsport101.com • Opportunity to create dedicated site for eRacing enthusiasts • Driving commercial value JOINTLY OWNED PROPERTIES • Launch of Global Racing Series in partnership with ADMM • First product - V10 R League - to be broadcast in September 2020 • Top teams and drivers • Global distribution • Significant sponsorship opportunities • Gfinity paid for production costs • 50/50 ownership of commercial rights BUILDING DIGITAL AUDIENCE • Multi-year partnership with F1 for its Esports Series • Virtual GP series delivered audience of >30 million during COVID 19 lockdown • Services expanded to include behind the scenes content series and limited commercial rights • Extension of partnership to include Formula 2 racing 05 GFINITY ESPORTS GFINITY DIGITAL GFINITY DIGITAL MEDIA Large and rapidly growing community of gamers, coming direct to a network of Gfinity owned platforms for news and content. Monetised via programmatic advertising,