Exhibit 99.2
Exhibit 99.2
Ramesh Srinivasan
November 8, 2013
Forward-Looking Statement
During this presentation and the Q&A session, various remarks constitute forward-looking statements. These forward-looking statements are subject to known and unknown risks and uncertainties that could cause our actual results to differ materially from the expectations expressed in the forward-looking statements. Although we believe that the expectations reflected in our forward-looking statements are reasonable, any or all of our forward-looking statements may prove to be incorrect. Consequently, no forward-looking statements may be guaranteed and there can be no assurance that the actual results or developments anticipated by such forward-looking statements will be realized or, even if substantially realized, that they will have the expected consequences to, or effects on, the Company or its business or operations. Factors which could cause our actual results to differ from those projected or contemplated in any such forward-looking statements include, but are not limited to, the following factors: (1) the risk that the conditions to the closing of the merger are not satisfied (including a failure of the shareholders of the Company to approve, on a timely basis or otherwise, the merger and the risk that regulatory approvals required for the merger are not obtained, on a timely basis or otherwise, or are obtained subject to conditions that are not anticipated); (2) litigation relating to the merger; (3) uncertainties as to the timing of the consummation of the merger and the ability of each of the Company and Bally to consummate the merger; (4) risks that the proposed transaction disrupts the current plans and operations of the Company; (5) the ability of the Company to retain and hire key personnel; (6) competitive responses to the proposed merger; (7) unexpected costs, charges or expenses resulting from the merger; (8) the failure by Bally to obtain the necessary debt financing arrangements set forth in the commitment letter received in connection with the merger; (9) potential adverse reactions or changes to business relationships resulting from the announcement or completion of the merger; and (10) legislative, regulatory and economic developments. The foregoing review of important factors that could cause actual events to differ from expectations should not be construed as exhaustive and should be read in conjunction with statements that are included herein and elsewhere, including the risk factors included in the Company’s most recent Annual Report on Form 10-K for the year ended October 31, 2012, and our more recent reports filed with the U.S. Securities and Exchange Commission including the Form 10-Q for the quarter ended January 31, 2013, the Form 10-Q for the quarter ended April 30, 2013 and the Form 10-Q for the quarter ended July 31, 2013. The Company can give no assurance that the conditions to the merger will be satisfied. Except as required by applicable law, the Company undertakes no obligation to revise or update any forward-looking statement, or to make any other forward-looking statements, whether as a result of new information, future events or otherwise.
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Agenda
Bally Technologies Overview
Outperforming The Competition
Years of Service
Acquisitions
Bally + SHFL
Q&A
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Bally Mission Statement
To be the best supplier of innovative and quality technology-based products and services in the gaming industry.
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Bally Technologies Overview
Gaming Equipment
State-of-the-Art Cabinets Enhanced Game Mechanics Video & Specialty Games
Gaming Operations
Wide Area Progressives Premium Class III Video Lottery
Casino Systems
ROI-Driven Products for Entire Floor Customer Choice & Flexibility Broad Functionality Across All Platforms
Interactive
First Licensed Open Architecture
Land-Based System Integration Leader in Mobile Best-in-Class Content
% LTM 34% 41% 25% New
Revenue Business Area
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Revenue Growth
$997
$1,000 $852 $844 $880
$778 $758
$800 $635
$600 $484 $493
Millions $400
$200
$0
FY05 FY06 FY07 FY08 FY09 FY10 FY11 FY12 FY13
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Revenue By Quarter
$120 113.7M
102.8M
$100
$80 76.1M
Millions $60
$40
$20
$0
Gaming Equipment Gaming Operations Systems
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Employee Growth
56% R&D
4,000
R&D Employees 3,443 3,411
3,146
3,000 45% 2,590 2,623 2,827
R&D 2,471
1,894
2,000 1,577
1,000 1,934 1,906
1,730
961 1,208 1,307 1,365 1,505
713
-
FY06 FY07 FY08 FY09 FY10 FY11 FY12 FY13 FY14 Q1
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Employee Locations
Las Vegas, Nevada
Reno, Nevada
Pleasanton, California
San Diego, California
Huntington Beach, California
Fife, Washington
Denver, Colorado
Scottsdale, Arizona
Lisle, Illinois Slovenia
Kennesaw, Georgia Mexico City, Mexico Rome, Italy
Oklahoma City, Oklahoma Buenos Aires, Argentina Gibraltar
Biloxi, Mississippi Montevideo, Uruguay Malta
Davie, Florida Lima, Peru Gauteng, South Africa
Egg Harbor Township, New Jersey Amsterdam, Netherlands Chennai, India
Chester, New York Diemen, Netherlands Bangalore, India
Dover, Delaware Chester, England Macau
Glen Burnie, Maryland London, England Singapore
Toronto, Canada Nice, France Sydney, Australia
Santurce, Puerto Rico Lyon, France Auckland, New Zealand
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R&D Centers
Egg Harbor
Township, New Nice, France
Jersey
Kennesaw,
Georgia
Las Vegas, Nevada Chennai, India
Reno, Nevada Bangalore, India
Pleasanton, California
San Diego, California
Huntington Beach,
California Sydney, Australia
Scottsdale, Arizona
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Outperforming The Competition
5% 55% 102%
($127M) $246M $504M
$2,467 $2,340
Millions $997
$697
$451 $493
FY06 FY13 FY06 FY13 FY06 FY13
Gaming Companies Revenue
FY = July through June
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Outperforming The Competition
-33% -8%
($231M)($4M) $297M
$710
$479
Millions $236
$49 $45 -$61
FY06 FY13 FY06 FY13 FY06 FY13
Gaming Companies Operating Income
FY = July through June
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Outpacing The Competition
5 2
4 10
3 12
2 17
1 48
BALLY’S INNOVATION LAB:
More Than 300 Patent Applications Filed During Last Four Years
Innovation Awards(1) Won During the Last Four Years
(1) Awards Granted by Gaming & Technology Awards, Top 20 Most Innovative, HOT Awards, Slot-Floor Technology Awards, and others as of August 1, 2013.
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Executives – Average Years of Service
Senior Vice
Presidents
12 Years
9 Years
Vice
Presidents
9 Years
Senior
Directors
8 Years
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Executives From Acquisitions
Casino Marketplace Development Corp October 2001 – 12 Years
Derik Mooberry, Senior Vice President Product & Operations
Advanced Casino Systems Corp November 2001 – 12 Years
Tom Reilly, Vice President Systems Sales
Sierra Design Group November 2003 – 10 Years
Bryan Kelly, Senior Vice President Technology
Michael Delaney, Vice President Development
Loren Nelson, Vice President Engineering
Lars Perry, Vice President Intellectual Property
Craig Bullis, Vice President Operations
Walter Eisele, Vice President Technology
Aurora Design, Inc. November 2010 – 3 Years
Joseph ‘Randy’ Hedrick, Vice President Engineering
MacroView Labs
November 2011 – 2 Years
Aron Ezra, Vice President Software Development
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Combining Complementary Products and Operations
• Lease of electronic gaming machines with premium content, including Wide-Area
Gaming Operations Progressives
Systems • Slot monitoring, player tracking, marketing and intelligence technology
BALLY Electronic Gaming • Sale of electronic gaming machines, conversion kits, parts and used games
Machines
• Leading table and slot content distributed through a combined iGaming Platform and
iGaming Remote Gaming Server
Proprietary Table • Products that enhance existing table game operations, including premium table
SHFL Games games, side bets, add-ons and progressives
• Products combining electronic betting interfaces with a live dealer and cards or a live
Electronic Table wheel that are designed to improve game speed and security while reducing
Systems expenses
Utility • Products designed to provide security and enhance productivity, including various
models of automatic card shufflers to suit specific games, as well as deck checkers
and roulette chip sorters
Significantly Broadens Our Combined Products
& Services
Electronic
Gaming Gaming Machines
Operations
Utility Proprietary Table Electronic
Games Table Systems
Mobile Concierge Apps Social Casino Offering Core Systems Online Casino Wagering
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An Excellent Combination of Two Innovative, Highly Complementary and Customer-Centric Companies
Creates world-class
end-to-end gaming technology
innovator with the most
diversified suite of products
and successful brands for
casino floors
Combination expected Delivers geographic
to create near- and long-term and revenue diversification
value for employees, customers + while enhancing recurring
and shareholders revenue base
Provides Bally with expanded
and enhanced presence in
key strategic international
markets
Why SHFL?
Talented, Dedicated People Market Leadership High-Margin Businesses Robust IP Portfolio Unique and Diverse Offerings Strong Recurring Revenue A Truly Global Company
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Some Thoughts To Leave You With…
Always do the right thing.
Bally and SHFL are both growing, profitable companies.
When in doubt, always help your fellow employees and customers.
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