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Outline
1 Kambi 2015 highlights & Q1 2016
2 Financial development & operator trading analysis
3 Strategy
4 Summary
5 Q&A
18/05/2016
AGM - Stockholm 18 May 2016 – CEO Kristian Nylén
2
+64
+32
Operator turnover increase
Revenue growth for Kambi
2015 Highlights
− Existing operators outperforming the market
− Kambi received its full UK licence
− Sales strategy focused on large and mid-tier operators
− Contract signed with Mexican operator Grupo Televisa
− Upgrade of the service for the Italian market
− Major revamp of front end, focusing on flexibility and
empowerment for the operators
18/05/2016
AGM - Stockholm 18 May 2016 – CEO Kristian Nylén
3
+50
+33
Operator turnover increase
Revenue growth for Kambi
Q1 2016 Highlights
− Kambi signed 2 eGR Power 50 operators in Q1:
LeoVegas & Rank Group
− In April, we added a 3rd gaming operator: Mr Green
− Kambi now has 7 customers in top 32 of eGR power 50
− The HTML5 client has been rolled out to all our
operators
− The upgraded Italian service live with 3 operators
18/05/2016
AGM - Stockholm 18 May 2016 – CEO Kristian Nylén
4
Operator trading analysis
Turnover & margin
79 72 75
90 100
119 109
124
147
162 160
203
220
2.0%
3.0%
4.0%
5.0%
6.0%
7.0%
8.0%
9.0%
10.0%
50
75
100
125
150
175
200
225
250
Q1 2013 Q2 2013 Q3 2013 Q4 2013 Q1 2014 Q2 2014 Q3 2014 Q4 2014 Q1 2015 Q2 2015 Q3 2015 Q4 2015 Q1 2016
Turnover Index Margin %
18/05/2016
AGM - Stockholm 18 May 2016 – CEO Kristian Nylén
5
Financial headlines
18/05/2016
AGM - Stockholm 18 May 2016 – CEO Kristian Nylén
6
FY 2015 FY 2014 Q1 2016 Q1 2015
Revenue
€47.7 €36.0 €13.3 €10.0
Operating profit
€7.4 €2.2 €2.0 €0.8
Operating margin
16% 6% 15% 8%
Industry Landscape
18/05/2016
AGM - Stockholm 18 May 2016 – CEO Kristian Nylén
− Online sports betting is still showing significant growth
− Higher degree of M&A activity
− Paddy Power/Betfair
− Ladbrokes/Coral
− GVC/Bwin
− NYX/Openbet
− Attitude to outsourcing sports betting has improved
− Competition in the mid-tier segment has crystalised
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Strategy
18/05/2016
AGM - Stockholm 18 May 2016 – CEO Kristian Nylén
− Increase presence in regulated markets with key strategic operators
− Expand business by organic growth & new operator signings – main focus Europe and Latin
America
− Premium brand driven by service excellence
− Continued controlled growth mainly in IT development and trading
− Clearly defined value proposition
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Our value proposition messages
9
We are
DATA DRIVEN
We are the
SECURE choice
We EMPOWER
our operators
We are committed
to the PLAYER
EXPERIENCE
We drive
FINANCIAL
PERFORMANCE
HTML5 client
18/05/2016
AGM - Stockholm 18 May 2016 – CEO Kristian Nylén
Empowering differentiation
10
Summary
18/05/2016
AGM - Stockholm 18 May 2016 – CEO Kristian Nylén
− Exceptional performance by our operators, Q4 2015 best for quarter for Kambi
− 4 new high calibre operators signed in 2015 & Q1 2016
− 7 of the 12 operators included in the eGR 2015 Power 50 list
− HTML5 rolled out to all operators
− Kambi is well positioned for the upcoming sporting events: Euro 2016 & the Olympics
− Strong foundation to expand business
11