Summary of the Conference Call on OPAP and Allwin Merger Industry and Companies Involved - **Industry**: Gaming and Lottery - **Companies**: OPAP (Organization of Football Prognostics S.A.) and Allwin Core Points and Arguments 1. **Strategic Importance of the Merger**: The merger between OPAP and Allwin is seen as a pivotal moment in reshaping the gaming industry, combining two established leaders to create a global lottery and gaming champion [2][3][4] 2. **Market Position**: OPAP is the leading lottery, sports betting, and iGaming company in Greece, while Allwin operates in seven markets and is a significant player in online sports betting and iGaming, particularly in Brazil [3][4][5] 3. **Financial Performance**: OPAP has generated significant value for shareholders, with a total shareholder return (TSR) of over 500% since 2013. The company has also benefited from a GGR contribution prepayment, which has added approximately $235 million to EBITDA annually since 2020 [6][7] 4. **Challenges in the Industry**: The gaming industry is undergoing rapid transformation, with evolving customer expectations driven by advancements in technology and competition from non-gaming entertainment [8][9] 5. **Need for Scale**: The merger is positioned as essential for achieving the scale necessary to invest in technology and meet customer expectations, with a focus on digital content and innovation [9][10] 6. **Diversification Benefits**: The combined entity will have a diversified platform with exposure to high-growth markets, including the U.S. and Brazil, and will enhance product offerings through acquisitions like PricePicks [11][53] 7. **Shareholder Benefits**: The transaction is expected to be accretive to earnings and cash flow, with a commitment to maintaining a minimum dividend of €1 per share and potential for special distributions [11][56] Additional Important Points 1. **Governance Structure**: Post-merger, KKCG and J&T Arch will hold 78.5% of the combined company, with a dual-class share structure to maintain control while allowing for future growth [13][18] 2. **Commitment to Greece**: The merger emphasizes OPAP's Greek heritage and commitment to local communities, including ongoing CSR initiatives [20][21] 3. **Technological Advancements**: Allwin's proprietary technology and focus on AI are highlighted as key drivers for future growth and innovation in the gaming sector [52][31] 4. **Financial Guidance**: The combined entity expects consolidated net revenue growth to accelerate significantly, with EBITDA margins projected to improve over time [59][60] 5. **Long-term Vision**: The merger is framed as a strategic move to position OPAP shareholders for success in a rapidly changing industry, leveraging scale, technology, and diversified offerings [63][64] This summary encapsulates the key points discussed during the conference call regarding the merger between OPAP and Allwin, highlighting the strategic, financial, and operational implications for both companies and their shareholders.

Core Insights - Murphy Law Firm is investigating claims related to a data breach involving Brightstar Lottery Group and IGT Group, affecting personal and confidential information of individuals [1][4] - The data breach was identified around November 17, 2024, when suspicious activity was detected on the computer systems of Brightstar and IGT [2] - A forensic investigation revealed that cybercriminals accessed sensitive personal information of 103,879 individuals through an inadequately secured network [2] Data Breach Details - The exposed information includes names, Social Security numbers, financial information, health information, driver's license numbers, dates of birth, and contact information [5] - The breach poses risks of identity theft and the potential sale of personal information on the dark web [4] Legal Actions - Murphy Law Firm is evaluating legal options, including a potential class action lawsuit, to recover damages for affected individuals [3][4] - Individuals whose information was compromised are encouraged to join the class action lawsuit [1][4]

Exclusive: Fantasy sports company PrizePicks has agreed to sell a majority stake to international lottery operator Allwyn International for $1.6 billion https://t.co/BlvPd12RJv ...

Summary of Intralot S.A. Integrated Lottery Systems and Services and Bally's International Interactive Capital Markets Day Company Overview - **Companies Involved**: Intralot S.A. Integrated Lottery Systems and Services (ATSE:INLOT) and Bally's International Interactive - **Event Date**: September 08, 2025 - **Key Speakers**: Robson Reeves (CEO of Bally's) and Nikos (CEO of Intralot) Core Points and Arguments 1. **Strategic Combination**: The merger aims to create a global iGaming and lottery champion with over €1 billion in revenue and significant free cash flow generation [2][4] 2. **Market Position**: Intralot operates in over 40 jurisdictions with long-term contracts averaging 16 years, while Bally's is a multi-brand iGaming operator with a 14% market share in the UK [3][10] 3. **Financial Projections**: Post-synergy, the combined entity expects around €450 million in EBITDA and a free cash flow conversion of approximately 95% [4][12] 4. **Acquisition Details**: The acquisition of Bally's International Interactive division is valued at €2.7 billion, with €1.53 billion in cash and €1.136 billion through new share issuance [5][9] 5. **Financing Structure**: The acquisition will be financed through a bridge loan of €1.6 billion and a planned equity increase of €400 million [6][8] Industry Insights 1. **Market Growth**: The iGaming and lottery sectors are expected to double in the U.S. from 2024 to 2029 due to legislative changes and increasing demand [14][15] 2. **Digital Convergence**: The combination of iLottery and iGaming is seen as a critical growth driver, leveraging technology to enhance player experience [10][13] 3. **Total Addressable Market (TAM)**: The combined entity aims to access a TAM of approximately €250 billion, with significant opportunities in both lottery and iGaming [11][19] Technology and Integration 1. **Complementary Technology**: The integration of Intralot's Player X Suite and Bally's Vitruvian platform is expected to enhance operational efficiency and customer data management [16][17] 2. **Rapid Deployment**: The new technology stack will be operational shortly after the acquisition, allowing for quick market entry [4][17] Financial Performance 1. **Revenue and EBITDA**: Intralot reported €356 million in revenue for 2024 with a 37% EBITDA margin, while Bally's aims for €270 million in EBITDA at a 39% margin in 2024 [48][35] 2. **Cash Flow Generation**: The combined entity is projected to generate significant cash flow, with a focus on reinvesting earnings for growth [29][64] Regulatory and Governance 1. **Corporate Governance**: The new group will remain listed on the Athens Stock Exchange, adhering to EU corporate governance standards [6][8] 2. **Regulatory Approvals**: All necessary regulatory approvals from the UK and Gibraltar have been obtained [8][9] Additional Considerations 1. **Responsible Gaming**: Both companies emphasize responsible gaming practices and have established relationships with regulators [31][32] 2. **Market Expansion**: Plans include launching new B2C operations in various countries, leveraging existing contracts and technology [22][26] Conclusion The merger between Intralot S.A. and Bally's International Interactive is positioned to create a leading global player in the iGaming and lottery sectors, with strong financial projections, a comprehensive technology integration plan, and a focus on market expansion and responsible gaming practices. The combined entity is set to capitalize on significant growth opportunities in both existing and new markets.

C a p i t a l M a r k e t s D a y 8 S e p t e m b e r 2 0 2 5 Disclaimer The following disclaimer applies to this presentation and the information provided therein, including in relation to Intralot (together with its subsidiaries, the "Intralot Group" or "Intralot"), Bally's (together with its subsidiaries, the "Bally's Group" or "Bally's") and Bally's Holdings Limited (together with its subsidiaries, the "Target Group," or the "Bally's International Interactive Business" or "BII", and together with Intral ...

Core Insights - SEGG Media Corporation is reintroducing the Lottery.com brand to the U.S. lottery market, launching a nationwide lottery rewards program and becoming an official affiliate partner of state-operated iLottery programs in Pennsylvania, Virginia, and Michigan [1][2]. Industry Overview - Over 143 million Americans purchase lottery tickets annually, with iLottery being the fastest-growing segment in the industry. The Kentucky Lottery reported $671 million in sales from its iLottery program in 2024, accounting for 31% of overall sales, and projects a 26% growth in iLottery sales for 2025 [3]. Company Initiatives - The nationwide lottery rewards program aims to benefit both players and authorized retailers, allowing players to earn exclusive rewards and creating engagement opportunities for retailers [4]. - The rewards program will be rolled out in phases starting later this year, with details on participating states and retailers to be announced soon [5].

Core Insights - Brightstar Lottery PLC will showcase its leadership in the global lottery market and present advanced lottery solutions at the NASPL 2025 annual conference from September 8 to 11 in Niagara Falls, Ontario [1][2] Company Overview - Brightstar Lottery is a premier global lottery company focused on delivering secure technology and comprehensive solutions to enhance player engagement and support customer growth [4][5] - The company serves nearly 90 lottery customers across six continents and is the primary technology provider for 26 of the 46 U.S. lottery jurisdictions and eight of the world's ten largest lotteries [3] Product Innovations - Brightstar will introduce several new products at NASPL, including: - LotteryLink™, a small-format solution for in-lane instant and draw-game sales without dedicated terminals [4] - GameFlex 48 lottery vending machine, featuring the highest game capacity in the industry [4] - Digital Menu Board for showcasing instant tickets at retail points of sale [4] - The company will also highlight advancements in the iLottery segment, showcasing a cloud-based platform with enhanced features and a library of 250 iLottery games [4] Strategic Focus - Brightstar emphasizes its commitment to player engagement and growth through innovative solutions, including self-service and digital options for omnichannel play [2][4] - The company aims to leverage artificial intelligence to improve efficiency and drive sales, with a dedicated area at its booth for customer feedback on future products [4]

Core Insights - Brightstar Lottery PLC will showcase its leadership in the global lottery market and present advanced lottery solutions at the NASPL 2025 annual conference from September 8 to 11 in Niagara Falls, Ontario [1][2] Company Overview - Brightstar Lottery is a premier global lottery company focused on delivering secure technology and comprehensive solutions to enhance player engagement and support customer growth [4][5] - The company serves nearly 90 lottery customers across six continents and is the primary technology provider for 26 of the 46 U.S. lottery jurisdictions and eight of the world's ten largest lotteries [3] Product Innovations - Brightstar will introduce several new products at NASPL, including: - LotteryLink™, a small-format solution for in-lane instant and draw-game sales without requiring dedicated lottery terminals [4] - GameFlex 48 lottery vending machine, which boasts the highest game capacity in the industry with ticket-by-ticket activation for enhanced security [4] - Digital Menu Boards to showcase in-stock instant tickets at retail points of sale [4] - The company will also highlight advancements in the iLottery segment, featuring a cloud-based platform with enhanced player engagement capabilities and a library of 250 captivating iLottery games [4] Strategic Focus - Brightstar emphasizes its commitment to player engagement and growth through innovative solutions, including the use of artificial intelligence to drive efficiency and sales [4] - The company aims to reconnect with North American customers and demonstrate its investments in self-service and digital solutions for omnichannel play [2][4]

Core Points - Allwyn and Formula 1 announced the first F1 Allwyn Global Community Award, which was awarded to Stichting HandicapNL, along with a donation of €100,000 to support initiatives that enhance accessibility for disabled individuals [1][3][4] - The award aims to recognize outstanding contributions of local initiatives related to F1 in their respective countries, with a focus on social impact [3][5] - The donation will help Stichting HandicapNL expand its activities over the next 12 months, allowing more individuals to participate in events without barriers [3][4] Company Overview - Allwyn is a leading multinational lottery operator focused on innovation, technology, efficiency, and safety, aiming to enhance the lottery business and contribute to social welfare [6] - The partnership with Formula 1 enhances Allwyn's global visibility, leveraging F1's extensive fan base and media reach to promote community initiatives [7] Award Details - The F1 Allwyn Global Community Award is part of a long-term partnership between Allwyn and Formula 1, reflecting their commitment to driving positive change in local communities [3][5] - In the 2025 season, four local initiatives will be selected for the award, covering areas such as education, culture, welfare, and sustainability [3][4]

Core Points - Allwyn and Formula 1 have awarded Stichting HandicapNL with the inaugural F1® Allwyn Global Community Award and a €100,000 donation to enhance event accessibility for people with disabilities in the Netherlands [1][3][7] - The award recognizes significant contributions to society by F1-linked initiatives, with Stichting HandicapNL being acknowledged for its impactful work in improving accessibility at events [3][4] - The partnership between Allwyn and Formula 1 aims to drive positive change and support local communities through initiatives that promote education, culture, wellbeing, and sustainability [4][11] Summary by Sections Award Details - The F1® Allwyn Global Community Award is part of a multi-year partnership between Allwyn and Formula 1, with four local initiatives set to receive €100,000 donations each during the 2025 season [4][5] - Stichting HandicapNL's work will enable it to support more events, enhancing accessibility for individuals with disabilities [3][6] Impact and Future Plans - The donation will allow Stichting HandicapNL to make four additional events more accessible and provide assistance for six more events, fostering partnerships with like-minded organizations [8] - The ultimate goal is to normalize access for people with disabilities at events, creating a more inclusive society [8][6] Company Background - Allwyn is a leading multi-national lottery operator focused on innovation and community impact, with a presence in several European countries and the United States [9][10] - The partnership with Formula 1 enhances Allwyn's global visibility, leveraging the sport's extensive fan base to promote community initiatives [10][11]