Investor
This presentation is the property of its rightful owner.
Sponsored Links
1 / 27

Investor Business Update September 2006 PowerPoint PPT Presentation


  • 83 Views
  • Uploaded on
  • Presentation posted in: General

Investor Business Update September 2006. Safe Harbor Statement.

Download Presentation

Investor Business Update September 2006

An Image/Link below is provided (as is) to download presentation

Download Policy: Content on the Website is provided to you AS IS for your information and personal use and may not be sold / licensed / shared on other websites without getting consent from its author.While downloading, if for some reason you are not able to download a presentation, the publisher may have deleted the file from their server.


- - - - - - - - - - - - - - - - - - - - - - - - - - E N D - - - - - - - - - - - - - - - - - - - - - - - - - -

Presentation Transcript


Investor business update september 2006

Investor

Business Update

September 2006


Safe harbor statement

Safe Harbor Statement

Certain statements that may be made today will be considered “forward looking” as that term is defined under the rules of the Securities and Exchange Commission. Such forward looking information and statements involve risks and uncertainties that could lead to the actual results differing from those contained in today’s presentation and discussion. The general factors impacting future results are discussed in detail in our SEC filings. The presentation is only valid for today’s date and Bally undertakes no obligation to update the information contained in this report.


Presentation outline

Presentation Outline

  • Overview of Bally Technologies, Inc.

  • Gaming Review

  • Systems Review

  • Company and Investment Highlights


Corporate overview

Corporate Overview

  • Worldwide technology company engaged in the design, assembly, distribution and operation of diversified gaming devices and casino systems for traditional and non-traditional markets

  • 75 year history in gaming

  • Headquarters: Las Vegas, NV

  • Worldwide Employees: 1,640

  • Own and operate the Rainbow Casino in Vicksburg, Mississippi


Status of financial filings

Status of Financial Filings

Step One: Restatements

Step Two: Quarterly Statements FY 06

Step Three:Form 10-K FY 06

Step Four:Q1 for FY 07


Focused technology company

Focused Technology Company

  • January 2003 -- Announced strategy to sell non-core assets to focus on our Bally Gaming and Systems “core” technology assets

    • Disposed of four businesses with proceeds of $156.5 million

    • Repaid $100M of term debt

  • Acquisition strategy (2003-2006) targeted technology-based companies in order to expand product offerings to cover the full scope of the gaming floor

    • ACSC

    • Casino MarketPlace

    • Sierra Design Group

    • Micro Clever Consulting

    • MindPlay LLC


Focus change bally technologies inc

Focus Change - Bally Technologies, Inc.

  • Reflects our business focus on technology and innovation and building the Bally brand

  • Provides clarity to our stakeholders

  • Finalizes the company identity subsequent to the completion of non-core asset sales and strategic acquisitions

  • Longstanding value of the Bally name in the gaming industry


Bally today

Bally Today

  • Full service technology provider to the broad gaming industry. Three main business drivers:

    • 1. GAMING SALES

      • Domestic, International, Class II

    • 2. GAMING OPERATIONS

      • Wide Area, Daily Fee

    • 3. SYSTEMS

      • Software, Hardware, Services


Total solutions provider

Total Solutions Provider


Investor business update september 2006

Strong Management Team

Richard Haddrill — President, Chief Executive Officer

10+ years experience in gaming and technology industry

Gavin Issacs – Chief Operating Officer

15+ years experience in gaming and technology industry

Robert Luciano — Chief Technology Officer

15+ years research and development experience in the gaming industry

Ramesh Srinivasan — EVP, Systems

20+ years experience in technology and systems

Mark Lipparelli — EVP, Operations

17+ years experience in gaming and technology industry

Robert Caller — EVP, Chief Financial Officer

30+ years finance and accounting experience

Paul Lofgren — EVP, New Business Development

13+ years experience in gaming and technology industry


Investor business update september 2006

  • Markets: Class III, Class II, Public, and International

  • Sold over 100,000 devices in the last 5 years

  • 29,000 games on wide-area and daily fee arrangements

  • Largest systems provider - 240 casino customers

  • Worldwide licensing in over 260 gaming jurisdictions

  • Owner of Rainbow Casino - Vicksburg, Mississippi


Investor business update september 2006

Recent Company Announcements

  • Initial placement of Hot Shots March, 2006 (1,000 + Order Backlog)

  • Lincoln Park System Win

  • Mexico initial order for 2,000 games – 2,000 online

  • 18% share of games at Wynn Las Vegas

  • System win at SouthCoast, 100% iVIEWs, Power Rewards

  • System displacement of competitor system at SunCoast

  • Borgata upgrade to iVIEW’s (4,100 units), Power Progressive (branded as Power Winner)

  • Initial placement of CineVision - January, 2006

  • Initial placement of S9000 five reel spinner – March, 2006

  • Strong share of games sold to reopened Mississippi casinos

  • Table Technology in Macau + TableView


Gaming business

Gaming Business


Gaming product line

Gaming Product Line

  • Stepper / Mechanical

  • Video

    • Standard + Cinevision + High Profile

  • Participation & Fee Based Games

  • Class II and Central Determination

  • Poker


Investor business update september 2006

M9000

Cinevision

S9000

From G2E 2005

Poker

Hot Shots

V20 E

Post G2E 2005


Investor business update september 2006

Gaming Technology

  • Consolidation of Multiple Platforms to Alpha

    • Fully featured

    • Linux-based operating system

    • Download capable

  • Launched in April 2005 in all markets

    • Platform approvals in all jurisdictions

    • Target titles for each market on plan


  • Investor business update september 2006

    Domestic and International Expansion

    • Domestic game replacement market likely will remain slow in for the remainder of CY 2006

    • New market / expansion opportunities:

      Domestic

      • Gulf, FLA, PA

        NY Lottery

    • Diversified portfolio of technology assets allows for faster reaction time for new market opportunities (e.g. Mexico)

    • Downloadable Gaming Strategy bolstered by C2/CD experiences

    • New Opportunities in Video for Bally

    • Much Tighter Focus on International Initiatives

    • March 2004 acquisition of Sierra Design Group provided a strong presence in the Class II and central determination gaming markets (Key Markets – WA, OK, Fla)

    • International

    • Mexico, Europe, Asia

      South America


    Systems business

    Systems Business


    Investor business update september 2006

    Systems Technology

    • A market share leader

      • 35-40%+ domestic market share

      • Multiple Platform Options

    • Strong recurring revenue base

      • 22% of revenues in fiscal 2005

    • Systems more critical to success

      • Enhance the player experience, and increase the yield per player

    • Large client list for upgrades and product expansions


    Investor business update september 2006

    Systems Technology

    • Selected Customer Portfolio

      • CORPORATE LEVEL: Harrahs, Boyd/Borgata, Coast Casinos, Sands/Venetian, Trump, Pinnacle, Penn, Isle of Capri, Colony Capital (Resorts), Tropicana, Alladin, Fitzgeralds, Eldorado

      • NATIVE AMERICA: Foxwoods, Mohegan Sun, Mystic Lake, Pearl River, Seneca, Barona, Seminole Tribe, Morongo

      • INTERNATIONAL: 80+ clients worldwide


    Investor business update september 2006

    Systems Product Migration

    1980’s

    1990’s

    2000’s

    • First deployment of player tracking

    • All bonuses are generally manually or hand-keyed into systems

    • Player tracking becomes standard throughout the industry

    • Bally SDS introduces bar-coded marketing coupons as player incentive rewards

    • ACSC introduces first cashless downloads to the slot machine

    • Automated cashless rewards based on slot play

    • Elimination of manual drawing tickets and carnival like prizes

    • Targeted bonusing based on player demographics

    • Interactive Touch Screen

    AS400, UNIX, Windows, Tables, and System Gaming

    Unix

    Unix


    Investor business update september 2006

    Systems Technology -- Downloadable Games

    • Evolving Technology

      • iVIEW used to interact with players

      • Peripheral and configuration management

      • Game personality downloads

    • Deployments in non-traditional markets

    • Game outcomes are already centrally determined

    • Strong systems presence likely to be an advantage


    Investor business update september 2006

    Table Technology

    • Automated Tools - Integrated

      • Bet Detection

      • Card Dectection

      • Surveillance

      • Player Ratings

      • Card Handling

    • Patented Technology

    • MoneyPieces™ gaming chips

    • Market Potential – 30,000 Table Games


    Investor business update september 2006

    R & D and Patent Focus

    • Deep historical and current intellectual patent portfolio in multiple product areas.

    • Market leading development centers in the US, UK, France, and India.

    • R&D spending as a percentage of revenues:

      • 9.0% (2005), 7.6% (2004), 5.2% (2003)


    Investment highlights

    Investment Highlights


    Investment highlights1

    Investment Highlights

    Leading developer of gaming technology

    • Strong Product Portfolio Hitting Market

    • Cabinet, Platform and Content

    • Focused Corporate Strategy

      Industry leader in systems

    • Strong Support History

    • iVIEW gaining traction

    • Bonusing and promotions software

      Strong presence in Class II markets

    • Washington, Florida, and Oklahoma

      Domestic and International expansion

    • Video Markets

    • Florida, Pennsylvania and NY Lottery

    • Mexico, South America, Asia and Europe


    Bally technologies inc q a

    Bally Technologies, Inc.Q & A


  • Login