Summary of High Roller Technologies (ROLR) Conference Call Company Overview - **Company Name**: High Roller Technologies - **Ticker Symbol**: ROLR - **Business Model**: B2C online casino with a dual brand strategy (High Roller and Fruta) [6][7] - **Headquarters**: Malta, with satellite offices in the U.S. and Europe [9] Industry Insights - **Market Size**: The global iGaming market was estimated at approximately $40 billion in 2023, with projections to reach nearly $135 billion in a few years [16] - **Growth Rate**: The iGaming industry is growing at an annual rate of about 9% [16] - **Market Shift**: There is a significant shift from land-based casinos to online platforms, which is expected to continue [16] Key Business Strategies - **Customer Acquisition**: Partnership with SpyCup Media, a leading iGaming customer acquisition firm, enhances traffic to the website [8][17] - **Player Acquisition Engine**: For every dollar spent on customer acquisition, the company generates approximately $1.93 in return [18][19] - **Revenue Generation**: Revenue is generated through online casino games, which are designed with a house advantage [20][22] Market Expansion Plans - **Core Markets**: Focus on regulated markets such as Finland, Ontario, and Alberta, with a total addressable market (TAM) of approximately $4 billion [42] - **Finland**: Expected to drive about 60% of net gaming revenue, with a TAM of up to $1.2 billion [36] - **Ontario**: Anticipated market entry in late 2025, with a TAM of about $2.5 billion, where online casino represents 72% [38][40] - **Alberta**: Expected market launch in early 2026, with an estimated market size of $750 million to $1 billion [41] Competitive Advantages - **Experienced Team**: The company boasts a strong executive team with extensive experience in the gaming industry [23][27][30] - **Regulation-First Growth Model**: Focus on regulated markets provides stable revenue streams and high barriers to entry for competitors [56] - **Diverse Revenue Streams**: In addition to online casino operations, the company also engages in affiliate marketing, allowing for low-risk revenue generation [49][51] Product Offering - **Game Library**: One of the largest game libraries in the world with over 5,000 games from more than 90 partners [10][11] - **Customization**: Ability to localize products for different markets, enhancing user experience [52] Financial Projections - **Market Share Potential**: Aiming for a 1% market share in core markets could yield approximately $40 million in revenue, with potential for higher margins [43] - **EBITDA Margins**: Expected EBITDA margins could range from 20% to 40% depending on operational efficiency [43] Conclusion - High Roller Technologies is positioned for significant growth in the online casino market, leveraging a strong brand, experienced team, and strategic partnerships to capitalize on emerging opportunities in regulated markets. The focus on customer acquisition and product differentiation will be key drivers of success moving forward [57]

Core Insights - High Roller Technologies has announced a partnership with Checkin.com to utilize its ID verification services in Ontario as the company prepares to enter the regulated online casino market [1][2] - The company has submitted its license application for Ontario and anticipates launching operations in the second half of 2025, pending approval [2] Company Overview - High Roller Technologies operates premium online casino brands, including High Roller and Fruta, and is listed on the NYSE under the ticker ROLR [3] - The company offers a user-friendly online casino platform with over 5,000 games from more than 90 providers, catering to a global customer base in the expanding multi-billion iGaming industry [3] - High Roller Technologies is recognized for its innovative approach and commitment to excellence in online gaming [4] Checkin.com Overview - Checkin.com specializes in creating secure digital environments through advanced KYC solutions that streamline user registration and identification processes [5][6] - The company employs various technologies for real-time identity verification and fraud prevention, enhancing user experience while ensuring compliance with regulatory standards [5][6] - Checkin.com is listed on Nasdaq First North Growth Market under the symbol "CHECK" and focuses on organic growth and strategic acquisitions [6]

Core Insights - High Roller Technologies, Inc. will present at the Small Cap Growth Virtual Investor Conference on June 26, 2025, at 12:00 PM ET, with an opportunity for real-time investor questions [1] - The company operates premium online casino brands, High Roller and Fruta, and is listed on the NYSE under the ticker ROLR [3] - High Roller Technologies offers a user-friendly online casino platform with over 5,000 games from more than 90 providers, catering to a global customer base in the expanding iGaming industry [3] Company Overview - High Roller Technologies is recognized as a leading global online gaming operator, known for its innovative approach and commitment to excellence [4] - The company emphasizes enhanced search engine optimization, machine learning, and superior scalability in its online casino offerings [3] Event Details - Investors are encouraged to pre-register for the conference and perform a system check to facilitate participation [2] - An archived webcast of the event will be available for those unable to attend live [1]

Core Insights - High Roller Technologies has partnered with Xpoint to utilize its geolocation and anti-fraud technology in Ontario, aiming to comply with local regulations [1][2] - The company has submitted its license application to enter Ontario's regulated online casino market, with plans to launch operations in the second half of 2025, pending approval [2] - High Roller Technologies operates premium online casino brands and offers a diverse portfolio of over 5,000 games from more than 90 providers, positioning itself in the rapidly growing multi-billion iGaming industry [4] Company Overview - High Roller Technologies is a leading global online gaming operator, known for its innovative casino brands, High Roller and Fruta, listed on the NYSE under the ticker ROLR [4] - The company provides a user-friendly real-money online casino platform, featuring enhanced search engine optimization, machine learning, and superior scalability [4] - High Roller Technologies is recognized as an award-winning operator, committed to innovation and excellence in the online gaming sector [5] Partnership Details - Xpoint's geolocation technology will enable High Roller to meet compliance requirements in Ontario through accurate location verification and fraud prevention [2] - Both companies express enthusiasm about the partnership, highlighting High Roller's commitment to premium products and Xpoint's innovative approach in the gaming industry [3]

Summary of High Roller Technologies Conference Call Company Overview - **Company Name**: High Roller Technologies Incorporated - **Ticker Symbol**: ROLR - **Industry**: Online Gambling and Casino - **Headquarters**: Malta - **Key Brands**: highroller.com (VIP experience), Fruta (playful brand) [14][16] Key Points and Arguments Leadership and Experience - **CEO**: Ben Clemis, with over 20 years in the online gambling industry, previously co-founded Gaming Innovation Group [5][6][4] - **SVP of Corporate Strategy**: Seth Young, also with over 20 years in gaming, has experience in online poker and daily fantasy sports [9][10] Market Potential - The global online casino market was valued at approximately $135 billion in 2023, projected to grow to over $210 billion by 2027 [23][24] - High Roller is positioned to capture a significant share of this growing market, with a focus on customer acquisition and retention [25][26] Competitive Advantages - High Roller operates with proprietary technology and strong partnerships with game suppliers, offering over 5,000 games from 90+ providers [17][18] - The company has a strong customer acquisition strategy, with a return of $1.93 for every dollar spent on marketing [27][26] Market Focus - **Finland**: Currently the largest market, accounting for 60% of net gaming revenue, with a market size estimated between $600 million and $1.2 billion [38][39] - **Ontario**: The largest regulated market in the world, expected to add $2.5 billion to the total addressable market [43] - **Alberta**: Estimated market size of up to $750 million, with plans to enter post-regulation [46] Regulatory Compliance - High Roller holds licenses in Estonia and Curacao, with pending applications in Ontario and plans for Finland and Alberta [36][41] Future Expansion - Plans to enter new regulated markets in the U.S. and Latin America through licensing, market access, and joint ventures [53][54] - Emphasis on being a casino-led brand, with potential to diversify into sports betting and other verticals as markets mature [60] Team and Governance - Strong governance with experienced board members, including founders of SpikeUp Media, which provides a strategic advantage in customer acquisition [30][56] Technology and Product Offering - Focus on a seamless user experience across devices, with 75% of revenue generated from mobile [21][22] - Continuous investment in technology to enhance operational efficiency and customer engagement [64][63] Additional Important Insights - The online gambling industry is highly dynamic and lucrative, with significant growth potential driven by changing consumer habits towards convenience [24][25] - High Roller aims to leverage its strong branding and product quality to differentiate itself in a competitive market [66][65] This summary encapsulates the key points discussed during the High Roller Technologies conference call, highlighting the company's strategic positioning, market opportunities, and competitive advantages in the online gambling industry.

Core Viewpoint - High Roller Technologies is addressing compliance issues with NYSE American listing standards, aiming to submit a plan to regain compliance by July 4, 2025, after being notified of insufficient stockholders' equity [2][3][5]. Group 1: Compliance Status - On June 4, 2025, High Roller Technologies was informed that its stockholders' equity was approximately $2.8 million, below the required $4 million for continued listing [2]. - The company has reported losses from continuing operations in three of its four most recent fiscal years, which disqualifies it from certain exemptions under NYSE guidelines [2][3]. - The company must submit a compliance plan by July 4, 2025, to demonstrate how it will regain compliance within 18 months, or face potential delisting [3][5]. Group 2: Company Confidence and Strategy - High Roller Technologies expresses confidence in its ability to submit an acceptable compliance plan and regain compliance promptly [5]. - The CEO stated that the company is in a transformative period and is executing its strategy effectively [6]. - The company continues to operate its online casino brands, High Roller and Fruta, and maintains its listing on the NYSE American during this compliance period [4][6]. Group 3: Company Overview - High Roller Technologies is a leading global online gaming operator with a diverse portfolio of over 5,000 premium games from more than 90 providers [6]. - The company is known for its innovative casino brands and aims to deliver a user-friendly online gaming experience in the rapidly expanding iGaming industry [6].

Core Insights - High Roller Technologies is experiencing positive momentum as it executes its strategic plan initiated in Q1 2025, leading to significant improvements in performance metrics [2][4] - The company anticipates a substantial reduction in operating loss by approximately 50% for April 2025, with expectations of similar results for the remainder of Q2 2025 [6] - High Roller Technologies reported Gross Gaming Revenue of approximately $2.5 million to $2.75 million and Net Gaming Revenue of approximately $1.8 million to $1.9 million for April and May 2025, with May representing the best full month result of 2025 [6] Financial Performance - Preliminary results indicate a decrease in operating loss of about 50% for April 2025, with expectations to maintain this trajectory throughout Q2 2025 [6] - Expected Gross Gaming Revenue for April and May 2025 is between $2.5 million and $2.75 million, while Net Gaming Revenue is projected to be between $1.8 million and $1.9 million [6] - In Finland, Net Gaming Revenue is expected to show a month-over-month increase of approximately 45%, with figures of about $798,000 for April 2025 and $1.15 million for May 2025 [6] Strategic Developments - The company has strengthened its leadership team by hiring industry veterans, which is expected to have an immediate positive impact on operations [6] - High Roller Technologies has submitted a license application to enter Ontario's regulated online casino market and announced a strategic technology partnership with Playtech [6] - The company operates a diverse portfolio of over 5,000 premium games and aims to enhance its online gaming platform through innovative technology and user experience improvements [8]

Core Insights - High Roller Technologies has submitted its Internet Gaming Operator license application in Ontario, Canada, aiming to launch its flagship brand HighRoller.com in the second half of 2025 [1][2] - Ontario's regulated online gambling market generated approximately $2.3 billion in gross gaming revenue in 2024, with continued growth in 2025 [2] - The company plans to pursue licensure in Alberta to expand its market presence in Canada following the province's recent legislation for online gambling [2] Company Overview - High Roller Technologies operates premium online casino brands High Roller and Fruta, and is listed on the NYSE under the ticker ROLR [3] - The company offers a user-friendly online casino platform with over 5,000 games from more than 90 providers, focusing on an immersive gaming experience [3] - High Roller Technologies is recognized as an award-winning operator committed to innovation and excellence in the online gaming industry [4]

Core Insights - High Roller Technologies has appointed Adam Felman as the new Chief Financial Officer, effective immediately, replacing Matt Teinert [1][2] - Felman brings extensive experience in gaming and public markets, having previously served as CFO at Digital Gaming Corporation [2] - The company operates premium online casino brands, including High Roller and Fruta, and is recognized for its innovative gaming platform [3][4] Company Overview - High Roller Technologies is a leading global online gaming operator, listed on the NYSE under the ticker ROLR [3] - The company offers a user-friendly online casino platform with over 5,000 games from more than 90 providers, catering to a global customer base [3] - High Roller Technologies emphasizes innovation, performance, and excellence in the rapidly expanding multi-billion iGaming industry [4]

Financial Overview - High Roller Technologies reported total revenue of $6,800,000 for the quarter, reflecting a 4% increase compared to the same period last year [4] - The gross win margin improved to 4.8%, up by 4.3% from the previous corresponding period [4] - The net loss for the quarter was approximately $3,300,000, with a net loss ratio of $0.39, which is 50% greater than the previous corresponding period [4] - Corporate cash stood at $4,500,000, with an additional $1,000,000 in restricted cash [4] Business Line Performance - The affiliate brand Casino Room generated nearly $1,600,000 in revenue during Q1, maintaining an affiliate-only model in emerging and non-core markets [16] Market Focus and Strategic Direction - The company is focusing on high-potential regulated markets, specifically Ontario, Alberta, and Finland, to drive long-term shareholder value and sustainable revenue growth [10][14] - High Roller has submitted its initial licensing application to Ontario, which is one of the largest regulated markets globally, with a total addressable market opportunity of nearly $2.5 billion annually [11][12] - Alberta is also moving towards a regulated market, with recent legislative changes that align with Ontario's framework [13] - Finland currently comprises 60% of the company's net gaming revenue and is transitioning from a monopoly to a competitive regulated market [14] Management Commentary on Future Outlook - Management expressed optimism about future growth prospects, particularly with the ongoing strategic organizational and operational realignment plan [5][34] - The company anticipates increased cash flow and margin in the second half of 2025 as it reallocates capital to growth market opportunities [6] - The management team highlighted the importance of partnerships, particularly with SpikeUp Media, to enhance customer acquisition and marketing efficiency [20] Other Important Information - The company added over 750 new games to its casino library, bringing the total to over 5,300 games from more than 90 providers [6][7] - A brand identity refresh is underway for both High Roller and its subsidiary Fuka in anticipation of market expansion [8] Q&A Session Summary Question: Future expansion plans outside mentioned markets - Management indicated excitement about future market expansion, leveraging industry connections and data insights to make strategic decisions [29] Question: Plans to add sports betting - Management confirmed that while the primary focus is on casino operations, they are open to adding sports betting as a secondary revenue stream in regulated markets [30][31] Question: Impact of organizational operation agreement plan - Management noted positive early results from the strategic initiatives aimed at optimization and focus on regulated markets [34] Question: Concerns about capital and potential need for a raise - Management reassured that current capital is expected to sustain operations through the year without the need for an additional capital raise [42]