Investor Day 2019 Presentation

1
Investor Day
18 November 2019

IMPORTANT NOTICE
This presentation has been prepared by Vista Group International Limited (“Vista Group”). Information in this presentation:
is provided for general information purposes only, does not purport to be complete or comprehensive,and is notanofferor invitation for
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saleoffinancial products in Vista Group or anyofits related companies;
should be read in conjunction with, and is subject to, Vista Group’s financial statements, market releases and informationavailableon Vista
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may include projections or forward-looking statements about Vista Groupand its related companiesand the environmentsin whichtheyoperate.
Such forward-looking statements are based onsignificant assumptions and subjective judgements which are inherently subject torisks,
uncertainties and contingencies outsideofVista Group’s control. Although Vista Group’s management may indicate and believe theassumptions
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assurance that the results contemplated in the forward-looking statements will be realised. Vista Group’s actual results or performance may differ
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AGENDA
10:00
WELCOME & INTRO
Matt Cawte
10:10
VISTA GROUP
KimbalRiley
10:30
THE FILM INDUSTRY
Murray Holdaway
11:00
VISTA CINEMA – SaaS ACCELERATED
Mark Pattie, Grant Smith, Matt Cawte
11:45
BREAK
12:00
MOVIO UPDATE
Will Palmer
12:40
GROUP UPDATE
KimbalRiley
12:45
Q&A
KIMBAL RILEY
GROUP CHIEF EXECUTIVE
MURRAY HOLDAWAY
GROUP EXECUTIVE DIRECTOR
MATT CAWTE
GROUP CFO
GRANT SMITH
COO VISTA CINEMA
MARK PATTIE
HEAD OF PRODUCT VISTA CINEMA
WILL PALMER
CEO MOVIO

VISTA GROUP
• Fundamentals
• Innovation
• Themes
KIMBAL RILEY
GROUP CHIEF EXECUTIVE

VISTA GROUP
THE LEADING
PROVIDER OF
SOFTWARE AND DATA
SOLUTIONS TO THE
GLOBAL FILM
INDUSTRY
ENHANCING
THE
MOVIEGOING
EXPERIENCE

STRONG FUNDAMENTALS
As a Group we have very strong fundamentals
•We have a global market position – customers in 100+ countries – we are resilient against events in
one country or region
•We are the dominant partner for enterprise cinema globally – with a market share of 50% excluding
China
•Homologation creates barriers to entry – in 20% of the countries that Vista Cinema operates
•We are profitable and cash generating – we manage the operation of our businesses to ensure that
this continues
•Core businesses are already at scale and widely respected and recognisedacross the film industry
•We are leaders in understanding moviegoers and moviegoer behavior.

INNOVATION
We’ll talk to SaaS for Vista Cinema shortly, but it’s simply a continuation of
our heritage....
We were first to market with reserved seating on the web & combined F&B
and ticket transactions at POS – and we continue....
RECENTLY RELEASED
Horizon – Full fidelity data warehouse
Serve – Handheld ‘waiter’ app
Integrated Film Manager / CI
Vista Digital
Mica – SaaS TDS from MACCS
Trailered – Trailer destination site
COMING IN 2020-2021
MDP – Moviegoer Data Platform
Vista Pricing Platform
MX Passes
Exec Analytics App – Cinema & Studio
Payments Ecosystem

THEMES FOR 2020 AND BEYOND
Simplify our operations
•Reseller relationships now limited to India and Pakistan
•Options to merge smaller businesses into larger (announcements coming)
Create greater scale in the businesses we have
Increase our Target Addressable Market in multiple ways
•Adjacent opportunities - as our customers expand their offerings, we expand with them
– e.g F&B, entertainment centres
•Vista China
•New products – already announced and to be announced
•SaaS for Vista Cinema
•Geographies – expand in Japan, Brazil, Germany etc.
•Broaden our relationships in the ecosystem
•Payment providers
•Hardware

THEMES FOR 2020 AND BEYOND
Specific cross-Group teams focused on the top 10 global cinema circuits
•Global leadership for management of top 10 circuits supported by cross-business teams
•Integrated partnership agreements
Recurring Revenue –constant drive to increase recurring revenue %
•New Vista Cinema products – Horizon, Serve, Movieteam– all subscription only
•Vista Digital – ‘supplementary services relationships’
•SaaS (obviously)
•Veezi in India – per ticket
•Vista Cinema moving to prefer subscription
•Mica and MACCSboxfrom MACCS – recurring revenue
•Relationships with payment providers deliver recurring revenue
Continue to grow our understanding of moviegoer behavior
•MovioMedia
•MovioResearch
•The Moviegoer Data Platform

ADDITIONAL GROUP COMPANIES
(AGC)
CINEMA
MOVIO
ASSOCIATES/ JOINT VENTURES
EARLY STAGE INVESTMENTS
(ESI)
CORE
BUSINESSES
VISTA GROUP OPERATING SEGMENTS
NOVEMBER 2019

MURRAY HOLDAWAY
GROUP EXECUTIVE DIRECTOR
THE FILM INDUSTRY
The state of Cinema and Film around the world

BOX OFFICE IS INCREASING
$10.4
$11.1
$11.4
$11.1
$11.9
$26.0
$27.3
$27.4
$29.4
$29.2
$-
$5
$10
$15
$20
$25
$30
$35
$40
$45
20142015201620172018
Global Box Office –All Films (US$ Billions)
U.S./CanadaInternational
20142015201620172018
% change
18 vs. 17
% Change
18 vs. 14
U.S./Canada
$10.4$11.1$11.4$11.1$11.97%15%
International$26.0$27.3$27.4$29.4$29.2-1%12%
Total$36.4$38.4$38.8$40.5$41.11%13%
Source: MPAA

IT'S NOT JUST PRICE
Global box office revenue will exceed US$50bn during the forecast period
(2019-2023), due to both rising admissions in all major regions and
renewed interest and investment in cinema outside the major regions.
- PWC Global Entertainment and Media Outlook 2019
....year-on-year admissions
increased in the world’s three
largest theatrical markets:
China (6.0%), India (2.4%) and
North America (4.8%).
- BFI – Film at the Cinema
2019
2.9
4.9
4.7
4.4
3.6
3.0
2.5
3.0
5.15.1
4.34.3
3.2
2.5
0.0
1.0
2.0
3.0
4.0
5.0
6.0
2-1112-1718-2425-3940-4950-5960+
Per Capita Attendance by Age
2017
2018
In 2018, the 12-17 and 18-24 age groups had the highest per capita attendance (5.1),
followed by the 25-39 and 40-49 age groups (4.3). All age groups except 25-39 and 60+
increased their attendance in 2018 compared to 2017
AND YOUNG PEOPLE STILL GO
- MPAA 2018 Theme report

CHINA ALONE ADDS 100 MILLION ADMISSIONS A YEAR
0.2
0.2
0.3
0.5
0.6
0.8
1.3
1.4
1.6
1.7
-
0.2
0.4
0.6
0.8
1.0
1.2
1.4
1.6
1.8
2009201020112012201320142015201620172018
Attendance, billions
Total Cinema Attendance –2009 to 2016
Source: Oxford Economics, National Bureau of Statistics of China

AND IT'S GREAT VALUE
And before the pundits start attributing that strong box-office haul to rising
ticket prices, it needs to be pointed out thatthe average cost of going to the
movies actuallyfell in Q3 2019.
Jim AMOS for Forbes Magazine – source NATO and Deadline.com– October 2019
$36.44
$129.76
$232.52
$252.92
$267.45
$401.04
Cinemas
MLB
NBA
Theme Parks
NHL
NFL
2019 Average Ticket Price for a Family of Four (US$)
14
Source: NATO, Team Marketing Report, International Theme Park Services
14
Average sports ticket prices were calculated using the most recent year average ticket price available for each league, with an adjustment based on the CPI rate
specific to admissions to sporting events.

SCREENS ARE INCREASING
41,518
42,55242,659
43,21643,459
85,947
99,807
112,661
125,982
138,560
-
20,000
40,000
60,000
80,000
100,000
120,000
140,000
160,000
180,000
200,000
20142015201620172018
Global Digital Screens
U.S./CanadaInternational
Source: IHS Markit
2018 total screen figures are estimates as of February 2019. Screen figures for previous years have been revised by source.

AND THERE IS PLENTY OF HEADROOM
126
87
86
61
45
39
27
23
17
12
-
20
40
60
80
100
120
140
United States
Australia
France
United Kingdom
South Korea
China (urban)
Russia
China (average)
Thailand
India
Number of screens per million population
Number of cinema screens per million population in selected countries
worldwide in 2015
Details: Worldwide; SARFT (China); Macquarie
Source: Statista 2019

MORE MOVIES
Films Released
Source: Comscore– Box Office Essentials (Total), MPAA (Subtotals)
200920102011201220132014201520162017201818 vs. 1718 vs. 09
Films released
17
557563609678658706707732785758-3%36%

Number of visits to a movie theatre over the last 12 months
MOVIEGOERS STREAM CONTENT
(AND STREAMERS GO TO THE MOVIES)
“Our takeaway is that Netflix and the expansion of [streaming video on demand] platforms will have minimal
impact on box office given the vast supply of content, plenty of which is ideal for theatrical release (and most
talent fiercely and contractually objects to a straight-to-streaming release),” Michael Pachter, analyst at
Wedbush, wrote in a research note Monday.
9%
9%
14%
20%
49%
15 or more hours
8 to 14 hours
4 to 7 hours
1 to 3 hours
Did not stream
Streaming consumption of non-moviegoers in the last 12 months
# of respondents500
Mean hours spent streaming
4hr/ wk
Note: All means are reported as 95% trimmed means.
Source: EY analysis.
15%
18%
28%
39%
18%
20%
33%
30%
26%
26%
30%
18%
31%
28%
26%
15%
Movie theaterattendance and streaming consumption in the last 12 months
1 to 23 to 56 to 89 or more
1 to 3 hours
4 to 7 hours
8 to 14 hours
15 or more hours
# of respondents
460511323438
Mean hours spent
streaming
7 hr/wk8 hr/wk10 hr/wk11 hr/wk
Hours per week spent
streaming
Note: The EY survey included 2,500 respondents, 80% of whom saw at least one movie in theatres in the last 12 months. The
survey results presented in this chart only include respondents who saw at least one movie in theatres and streamed at lease
one hour of online content per week in the last 12 months. All means are reported as 95% trimmed means.
Source: EY analysis.

EFFECT OF STREAMING ON MOVIE LIFETIME REVENUES
Source: BFI - UK Data only
Growth in Digital Video (Streaming
Services) are "eating" DVD rentals and
sales while Theatrical continues to grow
-
500
1,000
1,500
2,000
2,500
3,000
3,500
4,000
20102011201220132014201520162017
Film on television
£912£880£785£783£820£830£861£869
Digital video
£127£142£208£320£397£487£578£681
Physical video retail
£1,267£1,165£968£940£861£712£589£503
Physical video rental
£278£262£221£146£87£62£48£37
Theatrical
£988£1,040£1,099£1,083£1,058£1,236£1,228£1,280
£ million
Gross film revenues –All platforms 2008-2017

WHERE STUDIOS MAKE THEIR MONEY
Source: Seekingalpha.com
48.7%
21.4%
12.9%
8.4%
6.6%
2.0%
American studio revenue breakdown
Home Video
Theatrical
Free TV
Pay TV
Licensing
PPV/Other

THEATRICAL WINDOWS –WHERE TO?
Week of Play
1 yearof data from 70 site Vista circuit

Vista’s Place In
The Cinema World
•The Vista Ecosystem
•Latest from Vista Cinema
MURRAY HOLDAWAY
GROUP EXECUTIVE DIRECTOR

86% CANADA
2,082/2,436 screens
16% CHINA
6,728/41,476 screens
97% AUSTRALASIA
1,899/1,960 screens
34% EUROPE
7,016/20,401 screens
96% AFRICA
821/854 screens
39% SOUTH AMERICA
2,449/6,418 screens
98% CENTRAL AMERICA
7,386/7,556 screens
49% USA
16,897/34,512 screens
60% MIDDLE EAST
1,775/2,957 screens
39% WORLDWIDE
52,223/132,701 screens
MARKET SHARE
CINEMA COMPANIES WITH 20+ SCREENS
•90+ countries
•700+ staff worldwide
•HQ’s in Auckland, London, Amsterdam, LA, Mexico City, Cape Town, Beijing & Shanghai
36% ASIA (excl. CHINA)
5,120/14,131 screens
49.9%
Excluding China

Where To From Here?

Configuration, Functionality, Experience
Providing the exhibitor with
an unrivalled operating
platform to continually
develop their business and
deliver better and better
customer experiences.
WEB
MOBILE
KIOSK
CONFIGURATIONFUNCTIONALITYEXPERIENCE

Accelerating SaaS
Our goal is to deliver a multi-tenant SaaS
product for cinema circuits of all sizes
in 2021

By Accelerating SaaS, our customers will...
•Be running the latest software
•Be able to access to the new functionality more
easily
•Be able to reduce hardware investment by
smoothing out peak hardware requirements
•Increase their physical and data security
capabilities and reduce their compliance
burdens
•Increasingly use data at the center of their
decisions

By Accelerating SaaS, Vista will be able to...
•Reduce lead-times to customers
•Increasing access to existing and new
modules
•Deliver error corrections more quickly
•Expand our services offering
•Replace customer hardware and network
spend with software and service
•Increase our share of customer IT spend
•Innovate and commercialisequicker
•Develop a wider network of 3rd party partners
•Explore Group synergies more easily

Cloud - Is What We Do
Already in the Cloud
and/or SaaS
Vista Cinema
Cinema Manager
Browser & Cloud *
Mobile
Cloud
Vista Web
Browser & Cloud *
Film Manager
Browser & Cloud
Vouchers & Gift Cards
Partly in Browser & Cloud *
Group Sales
Browser & Cloud
Horizon
Browser & Cloud & SaaS*
Loyalty
Browser & Cloud
Serve
Cloud & SaaS
Cash Desk
Browser & Cloud *
CXM
Browser & Cloud
& SaaS*
POS
Cloud Ready *
* = Work In Progress

Accelerating Saas
MARK PATTIE
VP OF PRODUCT VISTA CINEMA
Why our customers will benefit

Vista Cinema Product Set

Vista Release Cycle
3 MAJOR VISTA RELEASES PER YEAR
TWO BROWNOUT PERIODS
UPGRADE WINDOWS TO DEPLOY NEW SOFTWARE
REDUCED FLEXIBILITY TO RESPOND TO CUSTOMER REQUESTS
June
July
January
February
March
April
May
November
December
August
September
October
5.0.5
5.0.4
5.0.6
2019

New Vista module for in theatre dining
Subscription license per device per month
Integrated with Vista F&B
Improves the guest service
Increases the Cinemas SPP (Spend per Patron)

Managing Demand

Software Evolution
•94 customers have been with Vista
for 10+ years
•Data is accumulating
•Vista is storing more granular data
points with every release
•Storage and computing
requirements for new versions of
Vista are constantly increasing

•Full -service SaaS data warehouse solution, with
a real -time data feed
•All transactional cinema and loyalty data from
across the cinema circuit
•Data available for reporting within seconds of a
transaction
•Vista manages the timeliness, accuracy and
performance of the warehouse

Our Journey to SaaS
Veezi
1030customers
45countries
33.6Mil tickets YTD)
2014
2016
2017
2019
MovieTeam
44customers
58,000shifts
per week
Cinema Manager
Desktop to browser
movieXchange
Over 5 million
tickets sold
Film Manager
Desktop to browser
Horizon
8TBof data,
and counting...
Customer
Experience
Manager (CXM)
SaaS

Back Office 1996 –2016 Cinema Manager2016 -

Film Programming to Film Manager

GRANT SMITH
COO VISTA CINEMA
Project Thunderbird

Accelerate the transition to a best-in -class SaaS
offering for Cinema
•Adopt a full SaaS platform architecture
•Maximisecost -efficiency and manageability
•Minimiseoperational overheads
•Remaining client-server software to the browser
•Rationalisedevelopment spend across technologies
•Reduce product complexity for users
•Reduce code complexity for developers
•Migrate customers smoothly, but with pace
•Ensure low barrier to entry for customers
•‘Keep the lights on’
•Maintain excellent quality of service and delivery for all
customers
Thunderbird
Goals

A Cost -Efficient Platform
Infrastructure Costs
•Docker images reduce overhead per
instance
•Multi- tenancy yields ‘sharing‘ across
tenants and unlocks ‘small circuit’ market
•Rapid image deployment yields scale-out
capability
•Scale -out enables scale-in, reducing
spend
Operational Costs
•Industry -standard building blocks yield
immediate value and cloud-nerd
happiness, out-of-the -box
High -density,
multi -tenancy
High degree
of shared
infrastructure

Initial Phases –Now > 2020
•Design,
Validate
•Define
Transitions
•Plan
•Recruit
PREPARE
•New Platform
Architecture
•Next Gen Cloud
Cinema
•‘Connect’ as a
Service
FAST
START
•3+ Early
Adopters
•China
Customers
•Existing Cloud
Customers
FAST
LIVE
NOW
Early -Mid 2020
Late 2020

•Resourcing
•Leveraging development partners in NZ and offshore
•Phasing projects to distribute load on Vista Product
Experts
•‘Keeping the lights on’
•Business as usual for our existing loyal customers
•Product Experts act in advisory roles to ensure
continued focus on BAU
Project Risks

Commercial outcomes
for Vista Cinema
MATT CAWTE
GROUP CFO

SaaS Model
•Revenue
•Access to larger addressable market from 2021, 1.5-2.5 X today by increasing
share of IT spend, over time
•Targeting recurring revenue of 80%+ in 2025
•Slower revenue growth in 2021-2022 before higher growth in future years
•EBITDA
•EBITDA % steady 2020-2022 with BAU and SaaS
•Operational efficiency and TAM opportunities from 2021 onwards
•EBITDA target upper-30s% in 2025
•$18 -22m capitalisedcosts, funded by expanded loan facility
•Low Churn and high customer LTV
•Estimate 35% of customers transitioned by 2025
Commercial outcomes for Vista Cinema

SaaS Model –Share of Wallet
Vista Addressable
Base
E.g. Cloud Infrastructure,
Managed Services
Enhanced
E.g. Security and Monitoring,
Backup and failsafe services,
Data compliance
Vista Addressable
Other Spend
Other Spend
On PremiseNew ServicesCloud
+ =

Saas Model –Recurring Revenue
1. Recurring Revenue will grow from 51% in 2019
to 80% by 2025
2. Perpetual Licenses represent about a quarter of
total revenue today, roughly equally split
between existing customers (as they expand
their circuits) and new customers
3. Other Revenue will remain roughly similar in $
terms
Recurring, 51%
Recurring, 80%
License -Existing
Customer, 12%
License -Existing
Customer, 5%
License -New
Customer, 12%
Other, 25%
Other, 15%
FY19FY25

Year 0Year 1Year 2Year 3Year 4Year 5Year 6
Existing Customer Adopting SaaS
On Premise
SaaS
Accumulated On Premise
Accumulated SaaS
Saas Model –Perpetual Licenses
Recurring, 51%
License -Existing
Customer, 12%
License -New
Customer, 12%
Other, 25%
Year 1Year 2Year 3Year 4Year 5Year 6
New Customer On Premise v SaaS
On Premise
SaaS
Accumulated On Premise
Accumulated Saas
Cross over at
3-4 years
New Revenue from
day one with
increase in services

•Increased Share of Wallet
•Higher Quality of Revenue
•Lower Revenue Growth 2021-2022 then
higher in future years
•The high existing recurring revenue smooths
the transition to SaaS revenue
•Strong earnings Platform
SaaS Model
Summary

Evolution for Customers
•Latest software with access to the latest functionality
•Be able to eliminate major hardware capex cycles and point-of-
failure risks
•Increase their physical and data security capabilities
•Reduce their compliance burdens
•Increasingly use data at the center of their decisions
Evolution for Vista
•Reduce lead-times to customers
•Expand our services offering
•Innovate and commercialisequicker
•Develop a wider, customer-centered partner network
•Explore Group synergies more easily
Accelerating
Saas

Connect all moviegoers to their
ideal movie so everyone can
experience the magic of cinema
Our Purpose

MovioMarket Footprint

20192018
Active Moviegoers Global
51 –53 M43.2 M
Connected Moviegoers US
8.5 –8.7 M8.3 M
Connected Moviegoers UK
0.8 –1.0 M—
Revenue per Connected Moviegoer US (NZD)
$2.00 –$2.10$2.08
Revenue per Connected Moviegoer UK (NZD)
$2.05 –$2.15 —
Key KPI’s

2019 Highlights
Moviegoers
100M
Extra
Box Office
$1B
THE GLOBAL GOAL
PROVE ITBRAND REFRESHDIVERSITY WHITE PAPER

An elegantly simpler, yet powerfully
intelligent platform that automates
and optimizes the connection of
moviegoers to their ideal movie

Highlights
•EMEA growth:
36% growth in
revenue this year
•Odeon
•Vue
Key Objectives
•Retention
•Increased
moviegoer data
•Measurable ROI
•C-Level Engagement
Strategic Focus
Super Movies
Cannibalize MovioCinema
by thinking like a start-up
and looking to win our
biggest client
MovioCinema
Overview

Revenue Range 2019 (NZD)
Expected Growth Rate Range
(2020 vs 2019)
$14.4 – $14.6 M
10 – 12%
SOM (NZD)
$25 – $30 M
Connections
(30% growth in 2019)
3 Billion
MovioCinema
Performance

Extra Visits
Per Moviegoer
Extra Admissions
Per Moviegoer
0.891.96
Extra Box Office
Per Moviegoer (USD)
$16.61
Extra Box Office
Per Exhibitor*
(USD)
Extra Box Office
Globally
(USD)
$12.1 M$227 M
Extra Concessions
Revenue Globally
(USD)
$97 M
Prove It

Decipher audience behaviour
and forecast the future of film
with data-driven insights
Movio Research

Highlights
•Disney
•UK launch with
Warner Bros
Key Objectives
•Build a self-serve
BI tool
•Expand into NZ,
AU and UK
Strategic Focus
R+D channel to
validate new areas
of business which can
be later productised
MovioResearch
Overview

Revenue Range 2019 (NZD)
Expected Growth Rate Range
(2020 vs 2019)
$5.2 – $5.7 M
45 – 65%
SOM (NZD)
$20 – $25 M
MovioResearch
Performance
SOM based on management estimate.

Cinemas
•Want to maintain
full control of the
exchange of data
•Want to know
who’s making profit
•Believe they can
do it themselves
Studios
•Lack of sophistication
around using
behavioural data
to drive campaigns
Channels
•Current workflows to
activate are difficult
Challenges

Revenue Range 2019 (NZD)
$2.1 – $2.3 M
Direct
Performance
15 – 25%
Expected Growth Rate Range
(2020 vs 2019)

• Lionsgate
• Lionsgate / Pantelion
• Sony
• STX
Direct
Campaign
Highlights
• Escape Room
A Dog’s Way Home •
• Perfect Strangers
The Upside •
• Miss Bala
Cold Pursuit •
• Tyler Perry’s A MadeaFamily Funeral
No Manches Frida 2 •
• Five Feet Apart
The Best of Enemies •
• Hellboy
The Intruder •
UglyDolls•
• Long Shot
• Poms
John Wick: Chapter 3 •
• Brightburn
Men in Black: International •
• Spider-Man: Far From Home
Once Upon a Time... in Hollywood •
• Scary Stories to Tell in the Dark
The Angry Birds Movie 2•
• Angel Has Fallen
Overcomer •
• Hustlers
Rambo: Last Blood •
• Jexi
Zombieland: Double Tap •
Black and Blue •
• Countdown
• Charlie’s Angels
A Beautiful Day in the Neighborhood •
• 21 Bridges
• Knives Out
PLAYMOBIL •
Jumanji: The Next Level •
• Bombshell
Little Women •
1 JAN
31 Dec

Revenue Range 2019 (NZD)
SOM (NZD)
$2.7 – $2.9 M
$110 M
Non-Epsilon Revenue Growth
(2019 vs 2018)
55 – 60%
Expected Growth Rate Range
(2020 vs 2019)
30 – 80%
Digital
Performance
SOM based on management estimate:
MovioMedia’s current SOM is 12% of
North American TAM

The Upside •
Alita: Battle Angel •
• The Kid Who Would Be King
• Hotel Mumbai
Us •
Wonder Park •
• Gloria Bell
• Pet Sematary
The Public Campaign •
• Little
• The Best of Enemies
Breakthrough •
Brightburn•
Tolkien •
A Dog’s Journey •
• Poms
• UglyDolls
The Secret Life of Pets 2 •
• Late Night
• The Last Black Man in San Francisco
• Dark Phoenix
Men in Black: International •
Midsommar•
Stuber •
The Farewell •
• The Art of Racing in the Rain
• Brian Banks
Ad Astra •
• Hustlers
• The Lighthouse
Gemini Man •
The Current War •
• ￮Countdown
Ford v. Ferrari •
• ￮21 Bridges
Waves •
Uncut Gems •
• PLAYMOBIL
• Spies in Disguise
￮UglyDolls
Digital
Campaign
Highlights
• 101 Studios
• A24
• Amazon
• Bleecker Street
• Fox
• Fox Searchlight
• Paramount
• Sawyer Studio
• Sony
• STX (US)
￮STX (UK)
• Universal
1 JAN
31 Dec

Introducing the
moviegoer data platform

The MDP is the film industry moviegoing audience
exchange, connecting film studios and cinema
exhibitors with the ideal moviegoers, everywhere.
Strategic Objective

Moviegoer Data Platform
(MDP)
Movio Media
•Incorporate channel
into the studios
media planning
and application
•Seamless integration
with moviegoer
data segments
•Ad optimization for
specified channels
•Studio advertising
spent on targeting
actual moviegoers
•Monitization of
moviegoer data whilst
maintaining ownership
•C
ontrol over the
permitted use of data
and price
•Fully managed
payment reconciliation
a
nd reporting
•Media planner suitable for
in-house programmatic buyers
•Access behavioural
moviegoing audiences
•Pinpoint targeting
•Omni-channel advertising
•Campaign performance reporting
•Ad spend optimisation
LeadingExhibitors
Online Ticketing
Platforms
Sellers
Email
Facebook
YouTube
DV360
TradeDesk
BeesWax
Channels
MDP Application
Disney
Universal
LionsgateWarner BrosSonyParamountSTX
A24Amazon
Buyers

App demo

•Provide limited free access to all buyers
•Direct integration into vital channels
•Attract new sellers
•License platform to buyers and clip the ticket on media
•AU pilot: February
•US soft launch: April
Launch Approach

VISTA GROUP
• Guidance update
• Themes for 2020
KIMBAL RILEY
GROUP CHIEF EXECUTIVE

FY19 GUIDANCE UPDATE
Vista Group is tracking in the range of the revenue guidance provided at the half
year announcement

THEMES FOR 2020 AND BEYOND
•Simplify our operations
•Create greater scale in the businesses we have
•Increase our Target Addressable Market in multiple ways
•Specific cross-Group teams focused on the top 10 global cinema circuits
•Recurring Revenue – constant drive to increase recurring revenue %
•Continue to grow our understanding of moviegoer behavior
•Accelerating SaaS

QUESTIONS
ENHANCING
THE
MOVIEGOING
EXPERIENCE

THANK YOU