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Pollard Pitch Deck
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// CONFIDENTIAL · KOBOW × POLLARD BANKNOTE

3-State Product Pitch
Deck for Pollard

CA · TX · MN — defend, grow, expand
5 Kobow Mechanics · v3 calibrated· 15 product pitches· Generated 2026-05-20
🇺🇸 California
$9.3B · Defend new primary
🇺🇸 Texas
$7.91B · Grow secondary share
🇺🇸 Minnesota
~$700M · Defend incumbent
📅 12-Month Timeline

California Lottery DEFEND · NEW PRIMARY

Pollard Banknote ganhou primary instant tickets contract da CSL em Sept 25, 2025, service started Dec 1, 2025. Contract 6yr + 6yr option through 2037. Substitui Scientific Games como primary. ~70% share de ~$7.25B annual instant revenue = ~$5B/yr Pollard share. Highest-priority defend market — primeira impressão crítica.
FY25 instant revenue
$7.25B
Pollard share
~70%
Contract start
Dec 2025
Contract end (option)
2037
Active CSL games
84
iLottery
Illegal · pending leg.

Executive summary

CA é o biggest single-contract win em história Pollard. Defesa = entregar produtos diferenciados em year 1 que justifiquem o switch. Risco: Sci Games ainda secondary (~30%) pressionará Crossword family (sua força). Estratégia: ataque com 5 Kobow mechanics + LOTERIA expansion + 100X family iteration.

"5 product launches em 2026 que reposicionam Pollard como innovator, não só replacement."
// COMPETITIVE LANDSCAPE

Catalog 84 games · vendor split

Pollard · Primary
~70%
~59 games · Inclui 100X #1696 (#1 best-seller) + LOTERIA family (#3) + Find Legend variations
Sci Games · Secondary
~30%
~25 games · Forte em Crossword family (Instant Prize Crossword #1682 = #2 best-seller)
// PRODUCT PITCHES · 5 KOBOW MECHANICS

5 launch pitches for CA 2026

PITCH 01 / 05 · CALIFORNIA
TIDE TURN
$5 · Match Up (push)
Coastal California demo (Pacifica, Half Moon Bay, Santa Cruz, San Diego). Match number + push retry mechanic + lighthouse hero. RW&B 7's #1730 ($5 Sci Games) é genérico USA — TIDE TURN é CA-native.
Top prize
$250K × 10
RTP
68.04%
Odds
1:4.56
Print run
12M
Position: CA coastal 40M+ demo · displaces RW&B 7's at same $5 tier · Pollard signature mechanic (push) creates retention vs SciG straight key-number.
math_hash: 9de74e28f4e92fe5dd932bcc1d420028964ab54cda67159bc864f133f54c80d2
PITCH 02 / 05 · CALIFORNIA
DÍA MEMORIA
$3 · Match 3 (memory)
CA Latino 15M demo extension. LOTERIA #1729 ($3 Pollard, #3 best-seller) prova demo — DÍA MEMORIA dobra com cultura mais profunda (Día de los Muertos) + memory twist. Bilíngue ES/EN/PT.
Top prize
$30K × 40
RTP
68.47%
Odds
1:3.57
Print run
24M
Position: Outubro/Novembro launch sazonal · cross-sell com LOTERIA · expands Pollard's Latino monopoly · no SciG counter no $3 tier.
math_hash: 48cae371d9bc65a1e5c1ed1bdf6c58eded55f095d4a0526172e1bc4ec346ca4f
PITCH 03 / 05 · CALIFORNIA
CONSTELLATION
$10 · Find Legend (expanded)
CA astro/wellness demo (Bay Area + LA hipster + JPL/Caltech adjacent). $1M top prize. Find Legend mechanic já tem Frenzy #1731 como precedent — mas Frenzy é anti-jackpot (só $200 top). CONSTELLATION é pro-jackpot Find Legend.
Top prize
$1M × 5
RTP
75.00%
Odds
1:3.21
Print run
10M
Position: $10 tier (22% of CA revenue) · wellness market is $bi in CA, untapped · brand boards usam JPL/NASA aesthetic = equity from Caltech adjacency.
math_hash: 216dc3ebc371597af0c6b1addaab108759bd1f22c5a4283d166bd9e9107881c4
PITCH 04 / 05 · CALIFORNIA
AQUEDUCT JOURNEY
$5 · Narrative Path (NEW ENUM)
CA Central Valley + eco-urbanos demo. 10ª enumeração de mecânica no CA Game Profile (CSL atualmente tem 9). Owens Valley → LA storyline = narrativa cívica única. First-mover advantage massivo se CSL approve.
Top prize
$100K × 15
RTP
70.13%
Odds
1:4.64
Print run
15M
Position: Underserved Central Valley demo (todo top-10 CA atende coastal/urbano) · primeiro Narrative Path = patent-like differentiation · file Game Profile com novel-mechanic precedent doc.
math_hash: 300f05dd5f84281fc8d08710fef6760f3faa5070955952ee6672a5ab2f90c7c1
PITCH 05 / 05 · CALIFORNIA
WALK OF FAME
$20 · Match Up + Find Legend hybrid
CA entertainment + mass-market (LA, OC, Bay Area). $2.5M top prize · second-largest after $1M Poker #1725. 100X #1696 ($20 #1 best-seller) é abstrato — WALK OF FAME tem identidade visual CA-native (terrazzo star + klieg lights).
Top prize
$2.5M × 6
RTP
77.33%
Odds
1:3.16
Print run
15M
Position: $20 tier = 27% CA revenue (largest) · attacks 100X as flagship challenger · Hollywood IP equity owned by CSL (no licensing fee).
math_hash: 6ccd1cd01b9d8d6860186580366372df45a4a3676b7812d2be4f78a8801ab691

Texas Lottery GROW · SECONDARY SHARE

Pollard SECONDARY instant vendor em TX desde Oct 12, 2022, contract through 2034. Sci Games é primary (contract Sept 13, 2022, also through 2034). FY25 total sales $7.91B · instant share 81.3% ($6.43B). Strategy: not winning RFP (already locked 2034) but growing share WITHIN contract via better products. SB 3070 (June 2025) aboliu TLC → TDLR controla agora.
FY25 instant sales
$6.43B
Pollard est. share
~30-40%
Contract end
2034
Active games
75
Top tier
$100 ($20M top)
Courier sales
BANNED Sept 2025

Executive summary

TX = upside without RFP risk. Contract até 2034 locked. Pollard cresce share oferecendo products que TLC/TDLR prefer over SciG. Texas big-money demo (5 Million Royale, $5M Titanium Black, $20M Supreme = $100 tier). Loteria Supreme #2587 ($100) prova premium Latino-themed funciona. Espaço: $30-$50 tier mid-premium.

"Pollard secondary = invisible upside. Every game TLC prefers vs SciG shifts $5-10M/yr in our direction. 5 pitches = $30M+ potential."
// COMPETITIVE LANDSCAPE

Catalog 75 games · vendor split via Game Procedures PDFs

Scientific Games · Primary
~60%
~45 games · Long incumbent · Strong em Crossword family · $5M Royale e Loteria Supreme bandeira
Pollard · Secondary
~40%
~30 games · Crescimento dependent on product wins
IGT · Operator
100%
Lottery system operator through Aug 2026 (RFP coming) · não affects scratch directly
// PRODUCT PITCHES · TEXAS ADAPTATION

5 launch pitches for TX 2026

PITCH 01 / 05 · TEXAS
LONESTAR TIDE
$5 · Match Up (push) · TIDE TURN reskin
Adapt TIDE TURN para Gulf Coast TX demo (Houston · Corpus Christi · Galveston). Maritime mechanic mas com TX-flavor (offshore rigs, Padre Island). Same v3 math, new art.
Top prize
$250K × 10
RTP
68.04%
Odds
1:4.56
Print run
12M
Position: $5 tier (proven) · Gulf Coast underserved · no SciG TX game targets Houston specific · ride existing Texas patriotic vein.
math_hash: 9de74e28...9de74e28 (same as TIDE TURN v3)
PITCH 02 / 05 · TEXAS
FIESTA MEMORIA
$3 · Match 3 (memory) · DÍA MEMORIA reskin
TX Latino 40%+ population (San Antonio, El Paso, Rio Grande Valley). Texas Loteria #2628 ($3 SciG) prova demo — FIESTA MEMORIA é DÍA MEMORIA com tex-mex cultural references (papel picado, mariachis, San Antonio missions).
Top prize
$30K × 40
RTP
68.47%
Odds
1:3.57
Print run
24M
Position: Attacks Texas Loteria #2628 (SciG primary territory) · TX has 4 Loteria games already proving demo · Pollard can take 1 of those slots via product superiority.
math_hash: 48cae371...48cae371 (same as DÍA MEMORIA v3)
PITCH 03 / 05 · TEXAS
LONE STAR LEGEND
$10 · Find Legend · CONSTELLATION reskin
CONSTELLATION mas com Texas astro identity — McDonald Observatory (Davis Mountains) + Texas folk legends (San Jacinto, Big Bend stargazers). $1M top + 12-tier paytable. Premium $10 entry, competing with $1M Riches #2636 (SciG).
Top prize
$1M × 5
RTP
75.00%
Odds
1:3.21
Print run
10M
Position: $10 tier 17% TX revenue · McDonald Observatory partnership opportunity · wellness/astro demo crescente em Austin · differentiated from $1M Riches' generic motif.
math_hash: 216dc3eb...216dc3eb (same as CONSTELLATION v3)
PITCH 04 / 05 · TEXAS
RIO PATH
$5 · Narrative Path · AQUEDUCT JOURNEY reskin
Rio Grande from headwaters to Gulf as narrative path · 5 stages × 3 stops. TX Game Profile already enumeration friendly (TLC abolished, simplified TDLR rules). First-mover Narrative Path advantage.
Top prize
$100K × 15
RTP
70.13%
Odds
1:4.64
Print run
15M
Position: Rio Grande Valley demo specifically underserved · narrative path = novel mechanic differentiator · borderlands cultural narrative (bilingual).
math_hash: 300f05dd...300f05dd (same as AQUEDUCT JOURNEY v3)
PITCH 05 / 05 · TEXAS
HOLLYWOOD HUNTERS
$20 · Match Up + Find Legend · WALK OF FAME reskin
Texas film industry adaptation — Austin music + film festival (SXSW, ACL) + iconic Texas movies (Giant, Friday Night Lights). $2.5M top. $20 tier competing direct com Mega Millionaire #2722 (SciG primary).
Top prize
$2.5M × 6
RTP
77.33%
Odds
1:3.16
Print run
15M
Position: Austin tech/film demo · attacks $20 tier directly · Hybrid mechanic differentiates from straight Mega Millionaire · Pollard can pull share from SciG's largest category.
math_hash: 6ccd1cd0...6ccd1cd0 (same as WALK OF FAME v3)

Minnesota Lottery DEFEND · INCUMBENT PRIMARY

Pollard PRIMARY incumbent em MN há longa data. Strong demo Latino growing (Twin Cities + Worthington) + Scandinavian heritage core. Pollard Banknote tem operations próximas (Winnipeg HQ). MN é "showroom state" pra Pollard provar excellence. Lottery industry per-capita revenue ~$120/adult — top quartile.
FY25 estimated
~$700M
Pollard share
~65%
Contract end
2027
Active games
85
Demographics
Scandinavian + Latino growth
Pollard HQ distance
~720mi (Winnipeg)

Executive summary

MN renewal Q3-Q4 2027 — defend agora começa. Pollard HQ Winnipeg = 720mi de Twin Cities, vantagem logística + cultural (cross-border Manitoba ties). Threats: SciG poderia attack via iLottery push se MN legislature passa. Strategy: showcase product innovation pipeline (3 launches FY26) to lock renewal pre-RFP.

"MN should be Pollard's showcase state — every new mechanic launches HERE first, then portfolio rolls to CA / TX / KS / etc."
// PRODUCT PITCHES · MN-SPECIFIC

5 launch pitches for MN 2026-2027

PITCH 01 / 05 · MINNESOTA
NORTH STAR TIDE
$5 · Match Up (push)
Lake Superior + Lake Minnetonka maritime adaptation. MN has 10,000+ lakes brand identity. North Star (state symbol) instead of lighthouse. Same TIDE TURN math.
Top prize
$250K
RTP
68.04%
Demo
MN lake culture
Launch
Q2 2026
Position: Hyper-local · 10,000 Lakes identity ownership · perfect MN brand match.
math_hash: 9de74e28... (TIDE TURN v3)
PITCH 02 / 05 · MINNESOTA
MEMORIAS DE WORTHINGTON
$3 · Match 3 memory
MN Latino growth corridor (Worthington = 35%+ Latino, fastest-growing demo). DÍA MEMORIA cultural adaptation. Bilingual ES/EN. Worthington-specific iconography.
Top prize
$30K
RTP
68.47%
Demo
MN Latino
Launch
Oct 2026 (Día de los Muertos)
Position: MN doesn't have major Latino-themed game yet · first-mover advantage · demo growing 5%/yr.
math_hash: 48cae371... (DÍA MEMORIA v3)
PITCH 03 / 05 · MINNESOTA
AURORA HUNTER
$10 · Find Legend astro
CONSTELLATION reskin with Northern Lights / Aurora Borealis theme. Lake Superior + BWCAW dark sky reserves. Voyageurs National Park stargazing.
Top prize
$1M × 5
RTP
75.00%
Demo
Nature/wellness
Launch
Winter 2026
Position: Winter seasonal aligns with Aurora viewing · MN owns dark-sky identity in lower-48 · unique to MN — not replicable in CA/TX easily.
math_hash: 216dc3eb... (CONSTELLATION v3)
PITCH 04 / 05 · MINNESOTA
MISSISSIPPI HEADWATERS
$5 · Narrative Path
Mississippi River from headwaters (Itasca State Park) downstream. MN = origin of the Mississippi · narrative path follows river ~10 stages (Bemidji → Twin Cities → state border).
Top prize
$100K × 15
RTP
70.13%
Demo
Geographic pride
Launch
Summer 2026
Position: Strong MN identity (the Mississippi starts here) · educational narrative angle · environmental partnership opportunities (MN DNR).
math_hash: 300f05dd... (AQUEDUCT JOURNEY v3)
PITCH 05 / 05 · MINNESOTA
PRINCE & DYLAN
$20 · Match Up + Find Legend hybrid
MN music legends celebration — Prince (Minneapolis), Bob Dylan (Hibbing), Hüsker Dü, The Replacements, Lizzo (recent). WALK OF FAME reskin com MN music aesthetic. Could partner with Paisley Park / Hibbing tourism.
Top prize
$2.5M × 6
RTP
77.33%
Demo
MN music heritage
Launch
Q1 2027 (pre-RFP positioning)
Position: $20 tier premium · Paisley Park licensing opportunity (Prince estate) · pre-RFP defense as showcase of Pollard innovation · MN music identity = brand moat vs SciG generic.
math_hash: 6ccd1cd0... (WALK OF FAME v3)

12-Month Rollout Plan 2026-2027

Sequencing das 15 product pitches across CA + TX + MN. Math hashes são identical (5 mecânicas × 3 estados = 15 SKUs). Pollard production pipeline optimization: 5 master mathematicas certified once, art varies per state.
Q2 2026 · Apr-Jun
CA TIDE TURN launch · CA's first new Pollard mechanic since contract start · $5 tier · proves innovation capacity post-transition
Q2 2026 · May
MN NORTH STAR TIDE launch (same math, MN art) · pre-RFP defense kickoff · "showcase state" positioning
Q3 2026 · Jul-Sep
CA AQUEDUCT JOURNEY filed with CSL as new Game Type enum #10 · regulatory novelty · 6-month approval window
Q3 2026 · Aug
TX LONESTAR TIDE launch · Pollard secondary share play · target Gulf Coast demo
Q4 2026 · Oct-Dec
CA DÍA MEMORIA + TX FIESTA MEMORIA + MN MEMORIAS DE WORTHINGTON simultaneous launch · Día de los Muertos cultural sync · 3-state Latino expansion · ~$60M+ combined sales target
Q1 2027 · Jan-Mar
CA CONSTELLATION launch $10 tier · Bay Area astro demo activation
Q1 2027 · Feb
MN AURORA HUNTER + PRINCE & DYLAN launch · pre-RFP differentiation crescendo · MN music identity ownership · Paisley Park licensing potential
Q2 2027 · Apr-Jun
CA WALK OF FAME flagship launch $20 tier · attacks 100X #1696 position · 18-month buildup pays off
Q3 2027 · Jul-Sep
TX LONE STAR LEGEND launch $10 tier · McDonald Observatory partnership · TX RFP system operator (IGT) coming up Aug 2026 — Pollard not affected directly but ecosystem opportunity
Q4 2027 · Oct-Dec
MN renewal RFP window · CA shipping 6 Kobow products · TX growing share · Pollard pitch: 18-month track record of differentiation

Production economics

15 SKUs (5 mechanics × 3 states) but only 5 unique math certifications. Each math_hash signs all 3 state variants. Pollard saves ~$300K in re-certification costs per mechanic. Total math engineering investment: 5 × ~$60K = $300K · payoff: 15 launches at avg $5-10M sales each = $75-150M aggregate sales pipeline.

"Pollard ROI on 5 Kobow mechanics: 250-500x on math certification investment alone."