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16/12/2020
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Aristocrat Overview
Land Based Businesses Digital Businesses
12 Global Studio3300+ employees
10 Global Studio2100+ employees
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Australia & New Zealand Overview
15 Markets (Australia & New Zealand)
3 Protocols (with variations for each market or jurisdiction)
10 Regulators
ANZ National Standards
Game Design Rules differ in each jurisdiction
Different markets & player characteristics
Operator strategies & venue differentiation
Regional business objectives & opportunities
Different release strategies for each market
• ANZ MARKET •
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• ANZ MARKET •
JURISDICTION No. of Venues EGM’s
TOTAL A&NZ
NSW/ACT 2,961 93,620
QLD/NT 1,401 46,286
VIC 524 26,344
SA/WA 565 16,355
TAS 102 3,563
NZ 1,486 18,553
7,039 214,854
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• ANZ MARKET •
% ATA MACHINES IN MARKET
61%56%
51%
33%
50%
13%
52%
32%
0%
10%
20%
30%
40%
50%
60%
70%
2010 2011 2012 2013 2014 2015 2016 2017 2018 2019 2020
NSW Manufacturer
AGT ARZ ATA IGT KON SG
0%
10%
20%
30%
40%
50%
60%
2010 2011 2012 2013 2014 2015 2016 2017 2018 2019 2020
QLD Manufacturer
AGT ARZ ATA IGT KON SG
2%0%
94%
2%1%2%
NSW Hotel breakdown 2020
AGT ARZ ATA IGT KON SG
12%1%
62%
12%
5%8%
QLD Hotels Breakdown 2020
AGT ARZ ATA IGT KON SG
15%
2%
54%
16%
4%10%
NSW Club Breakdown 2020
AGT ARZ ATA IGT KON SG
17%
3%
39%
17%
11%
12%
QLD Clubs Breakdown 2020
AGT ARZ ATA IGT KON SG
• ANZ MARKET •
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• Capped Max Prizes
• Prefer more “gambler” focused games
• Jackpot dominant
• More stringent regulations
• Players less receptive to really ‘out there’ concepts
AUSTRALIAN
• SESSION 3 •
• ANZ MARKET •
MOST GAMES ACROSS FAMILIES PAST 10 YEARS
Ranking
1st
ManufacturerGame Family
2nd
3rd
4th
5th
6th
7th
8th
9th
10th
Lightning Link/Ca$h Aristocrat
Dragon Link/Ca$h Aristocrat
Players Choice Aristocrat
5 Dragons Aristocrat
Multistar IGT
Lock It Link Sci Games
Queen Of The Nile Aristocrat
Multideluxe Sci Games
Jetsetter IGT
Quad Shot Ainsworth
CURRENT ANZ POPULAR FAMILIES
Game Family Manufacturer
Aristocrat
Aristocrat
Aristocrat
IGT
Sci Games
Sci Games
Konami
Sci Games
IGT
Lightning Link
Grandstar
Dragon Link
Bubble Blast
Monopoly
Rising Riches
All Aboard
Penny Pier
Fireball
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Popular Feature Mechanic ANZ
• ANZ MARKET •
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0.0%
5.0%
10.0%
15.0%
20.0%
25.0%
30.0%
35.0%
40.0%
45.0%
50.0%
2010 2011 2012 2013 2014 2015 2016 2017 2018 2019 2020
5 of Kind Free Games Hold & Spin Wild/Multiplier
• ANZ MARKET •
0.0%
10.0%
20.0%
30.0%
40.0%
50.0%
60.0%
2010 2011 2012 2013 2014 2015 2016 2017 2018 2019 2020
• ANZ MARKET •
Jackpot Breakdown All Markets
Jackpot Breakdown NSW
Jackpot Breakdown QLD
27%
6%66%
45%51%
4%
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How are games sold in ANZ ??
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22% of ANZ install base
• ANZ MARKET •
ASIA Market
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Market Overview
21,433 Slots
ARI – 42%
17,009 Slots
ARI – 50%
12,766 Slots
ARI – 70%
8,645 Slots
ARI – 35%
4,612 Slots
ARI – 42%
4,044 Slots
ARI – 70%
2,714 Slots
ARI – 42%
TOTAL: 71,250
ARI – 50%
Market Overview
Philippines Cambodia Singapore Korea Vietnam Macau
#1 JJBX 5 Dragons Gold Cash Cove Brazil 5 Dragons Deluxe JJBX
#2 DFDC 5 Kings (Mystery) JJBX 5 Dragons Gold 5 Dragons Gold DFDC
#3 Lightning Link5 Dragons Rapid
(Mystery)DFDC 5 Dragons Deluxe 5 Koi Legends FDLL
#4 5 Dragons Gold Dragon Riches Lighting Link 50 Lions 9 Princes series Yin Cai Shen
#5 Mega Manny 5 Dragons Legends Gold Stacks 88 Good Fortune Fortune King Deluxe Lightning Link
#6 Mighty Cash Fortune King Gold Good Fortune Mighty Cash Fortune King Rapid Good Fortune
#7 FDLL JJBX Fa Fa Fa (5 Dragons) 50 Dragons Deluxe 5 Dragons Rapid Mighty Cash
#8 5 Dragons Rapid Fortune Tree 5 Dragons Rapid Fortune King Lightning Link 5 Dragons Rapid
#9 Yi Liu Fa (Jumbo) Good Fortune Mighty Cash 5 Frogs DFDC 5 Dragons Gold
#10 Fu Lai Cai Lai (Aruze) Fa Fa Fa Fa Fa Long [x] Hit it Hot series 5 Dragons Deluxe
• Top performers vary by market based on player preferences – SG’s JJBX and DFDC
are performing strongly across the link segment with Aristocrat continuing to stand out
in standalone markets
• Limited ability to influence performance of released games, focus on churning underperformers into newer / stronger performing titles
Top 10 games by market
Aristocrat Scientific Games IGT
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• Colonised by Portugal in the 16th century, gambling
legalised in 1849
• Became a Special Administrative Region of China in
1999
• In 2002 Macau government granted 3 (later 6)
concessions including to foreign operators, ending a 4
decade monopoly by Stanley Ho
• Core customer demographic is mainland Chinese
• Competition from Philippines and Cambodia for
mass players
• Gaming revenue overtook Las Vegas in 2007
Population 0.6 million
Area 28 km2
Gaming venues 41
Total EGMs 17,009
EGM caps No caps
Macau
Gaming
Concessions &
Sub Concessions
in Macau
SJM
MGM Mirage /
Pansy Ho (MGPL)
Galaxy
LVS Corp
Wynn
Melco / Crown Ltd
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• Became an independent nation (from the
United States) in 1946
• PAGCOR created in 1976 to regulate the 10
existing casinos
• Also operates 41 gaming venues and 9,641
EGMs
• One of few jurisdictions in Asia that permits
locals to gamble without many restrictions
• 3 key markets: metro Manila (including
Entertainment City), Clark and regional
locations (e.g. Cebu, Boracay, Iloilo, Rizal, Poro
Point, etc.)
• 4 major integrated resorts (IRs): Solaire (RGB
account), City of Dreams Manila (Melco),
Resorts World Manila (Genting) and Okada
• Core customer demographic is local Filipinos
across all regions with foreigners largely
premium mass and VIP players
• Majority of foreign players are Korean (higher
during winter months
• Several major new openings planned
Population 110 million
Area 300,000 km2
Gaming venues 60
Total EGMs 21,433
EGM caps4 slots + 2 ETGs for every 2
hotel rooms (all Philippines)
Philippines
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• Became an independent nation (from Malaysia) in
1965
• In 2007 Singapore government issued 2 casino
licenses with a 10 year exclusivity period, these
were extended by 3 years (exclusivity dropped)
• Resorts World Sentosa (Genting) opened in 2010
and Marina Bay Sands (Las Vegas Sands)
opened in 2011
• Singapore locals are required to pay a fee to
government each 24 hours to gamble in the
casinos (S$150 per day)
• Core customer demographic are a combination of
locals (particularly for private clubs), Malaysian,
Chinese and other international tourists
• 2 key segments: 2 IRs and 42 social clubs
(private membership, slots room on premise, at
least two other recreational facilities required)
• Government recently renewed licenses and
exclusivity until 2030 with 1800 additional EGMs
Population 6 million
Area 720 km2
Gaming venues 44
Total EGMs 4,612
EGM caps
Casinos: (see footnote)1
Clubs: 15 “fruit machines”
per venue (previously 30)
Singapore
North America Market
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Class III Class II
Class 3 Overview – Slots
• Spinning Reels determined by random number generator
• As you know gaming in Australia
Key drivers▪ Regional markets▪ Feeder states or city economies▪ Slot manufacturers revenues are driven by casinos’
budget allocation
Key trends▪ 80-90% of revenues comes from slots▪ New casino openings continue ▪ Consolidation or opertaors
Outlook▪ 40 states have some form of commercial or tribal
gaming▪ Modest future growth
Competitive dynamics▪ Competition in product sale is increasing, ▪ Pricing is competitive ▪ Gaming operations remains robust
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Founded in 1991, Video Gaming Technologies, Inc. (VGT) is a leading developer, manufacturer and distributor of Class II (Native American bingo-based gaming) casino games in North America. With over 20,000 terminals in more than 140 locations across the U.S.,
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Digital Overview
Based in London, Product Madness burst into life in 2007 offering digital social casino games. Featuring popular Aristocrat content, Product Madness has some of the top performing social casino apps in the world
Lightning Link Casino FA FA FA Gold Casino Heart of Vegas Casino Cashman Casino
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Founded in 2002, Big Fish has grown to boast a diversified portfolio of games across three key digital game segments: Social Casino, Social Gaming and Premium Paid games
Plarium is dedicated to creating outstanding mobile and social experiences for hardcore and casual gamers worldwide.
With over 290 million registered users, we’re proud to be consistently ranked among the world’s top hardcore game developers.
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Questions
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