Flutter | Investor Day Presentation Deck | 52 slides

Flutter · 2021-08
arc beats above · slides in the middle · loops below · scroll → 0 LOOPS
SETUP TENSION ANALYSIS EVIDENCE RESOLUTION APPENDIX
HOVER FOR DETAILS · CLICK A SLIDE FOR FULLSCREEN · STEP 2
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3
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Slide inventory

52
every slide · same image gating as the playbook
01
Slide 1
front_matter
02
The slide uses a dark, branded background with a golf course imagery, likely referencing the Masters tournament.front_matter
03
front_matter
04
summarize
Open slide detailBeat · Problem Identification
05
The slide uses a bar chart for player growth and pie charts for revenue mix by region.summarize
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06
The slide uses a before-after logic to connect operational initiatives to business outcomes.present_solution
Open slide detailBeat · Agitation
07
The slide features the Flutter logo and a background image of a stadium.transition
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08
Includes pro forma adjustments for TSG acquisition.analyze_data
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09
The table includes both reported and adjusted figures, with specific commentary on acquisition impact and tax adjustments.analyze_data
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10
The chart highlights H1 growth percentages for each region.analyze_data
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11
The chart uses a grouped bar structure to show quarterly progression, with dashed boxes highlighting H1 performance.analyze_data
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12
The chart uses a dual-axis approach: stacked bars for absolute revenue and lines for YoY growth percentages.analyze_data
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13
The chart uses a standard waterfall bridge to explain the 2% reduction in EBITDA.analyze_data
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14
The chart uses a waterfall bridge to reconcile EBITDA figures.analyze_data
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15
The table includes both absolute EBITDA (£m) and percentage margins, with a breakdown of regional performance and corporate costs.analyze_data
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16
Includes a footnote defining net debt.analyze_data
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17
Includes two tables: a leverage ratio summary and a detailed debt structure breakdown (pre- and post-refinancing).analyze_data
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18
summarize
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19
The slide features a horse racing background, likely thematic to the Flutter brand or a specific event.transition
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20
present_solution
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21
The slide uses a combination of bulleted lists, bar charts, and screenshots to demonstrate operational synergies.summarize
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22
The slide uses a dual-column structure to map strategic goals (left) to specific tactical actions (right).present_solution
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23
The slide uses a three-column layout to highlight specific growth metrics and qualitative achievements for three business units.summarize
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24
The slide highlights a permanent step change in customer behavior following retail competitor closures.analyze_data
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25
Includes company logo and page number.transition
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26
transition
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27
The slide uses a bar chart to show growth in customer acquisition and a table to show the expansion of online states.analyze_data
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28
The slide uses a waterfall-style logic to show ROI and a bar chart to show year-over-year revenue growth.analyze_data
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29
The chart uses a waterfall structure to bridge the contribution from June 2020 to June 2021.analyze_data
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30
Uses a before-after framework to explain the shift in EBITDA profitability.present_solution
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31
The slide uses a circular process diagram to represent a flywheel, with four quadrants detailing business drivers and associated KPIs.present_framework
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32
The slide highlights the competitive advantage of in-house technology and the scale of the Flutter engineering team.present_solution
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33
The table highlights FanDuel's dominance in both availability and market range for SGPs across major US sports leagues.compare_peers
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34
The slide uses two bar charts to compare FanDuel against competitors and historical performance, supported by a list of key operational metrics.analyze_data
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35
The slide uses a combination of bar charts and a line chart to demonstrate structural advantages.analyze_data
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36
The slide uses a dual-chart layout to highlight FanDuel's leadership in both brand awareness and user engagement.analyze_data
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37
The slide uses a flywheel-like circular arrow to connect database size and referral effectiveness.summarize
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38
analyze_data
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39
The chart uses bubble size to represent the total size of the state market, while position indicates GGR and market share.analyze_data
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40
The slide uses a rolling 3-month GGR metric to compare market share performance.analyze_data
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41
The slide uses a consistent color scheme (blue for Flutter, black for competitor) to show market share trends over time.analyze_data
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42
summarize
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43
transition
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44
summarize
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45
appendix
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46
Data is presented in '000s. Includes footnotes defining AMP and clarifying that totals are not de-duped.analyze_data
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47
The table provides a detailed P&L comparison with year-over-year growth metrics.analyze_data
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48
Data presented in pro forma £m.analyze_data
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49
The table shows pro forma figures in £m, including YoY and YoY constant currency (CC) growth rates.analyze_data
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50
The table provides a detailed breakdown of pro forma financial metrics including stakes, revenue, costs, and EBITDA, with year-over-year growth percentages.analyze_data
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51
The table reconciles operating profit impact to total separately disclosed items including tax effects.analyze_data
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52
front_matter
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