High Roller Technologies (ROLR) investor relations material

Strategic direction and business evolution

• Transitioned from online casino operations to focus on U.S. prediction markets, leveraging a federally regulated financial product model.

• Undertook a strategic shift in 2025, closing most international casino markets due to regulatory changes, now operating in only four jurisdictions.

• Raised $25 million in January 2026, maintaining $18 million in cash at Q2 end, supporting the imminent commercial launch of the prediction market.

• Secured key licenses, including NFA guaranteed introducing broker status and a pending Ontario license, with a partnership established with Crypto.com.

• Gained full control of platform technology through an agreement with mrkts.com, enabling rapid product iteration and expansion into other verticals.

Market opportunity and competitive positioning

• U.S. prediction market TAM projected at $50 billion by 2030, with $1.5 trillion in annual contract trading volume and a 3.25% operator commission rate.

• Only 44% of contracts are expected to be sports-related; majority will span fintech, crypto, AI, culture, and entertainment.

• Positioned as the only pure-play public company in the prediction market space, offering unique investment exposure.

• If 2% market share is achieved, potential for $1 billion in top-line revenue with 20–45% EBITDA margin by 2030.

• Focused on measured, data-driven growth and product differentiation, not speculative customer acquisition.

Product development and launch status

• Soft-launched the prediction market platform in closed beta on September 15, 2026, with a hard launch targeted for October.

• Product is a marketplace model, earning commission on trades rather than taking positions, with no exposure to trade outcomes.

• Applied AI department is developing innovative features to differentiate the user experience.

• Full technology ownership allows for rapid feature deployment and future expansion into casino and sports betting verticals.

• Beta testing is progressing well, with scale and operational readiness being the final milestones before launch.