Atomera Incorporated · NASDAQ:ATOM
Atomera — Q4 2018 Earnings Presentation
9 slides from Atomera's earnings presentation, Feb 12, 2019
Slide 1: Q4 2018 Conference Call
Q4 2018 Conference Call February 12, 2019
Slide 2: Safe Harbor
2 Safe Harbor This presentation contains forward - looking statements concerning Atomera Incorporated (““Atomera,” the “Company,” “we,” “us,” and “our”). The words “believe,” “may,” “will,” “potentially,” “estimate,” “continue,” “anticipate,” “intend,” “could,” “would,” “project,” “plan,” “expect” a
Slide 3: Company Overview
Mears Silicon Technology (MST®) Quantum Engineered Materials 3 Company Overview Strong, Growing and Defensible Patent Portfolio High Leverage IP Licensing Business Model Top Tier Management Team Transistor enhancement technology for the $450B semiconductor market
Slide 4: Revenue Sources
4 Revenue Sources Royalties Engineering Service Fees • MST deposition on customer wafers • Integration consulting License Fees • Integration licenses • Manufacturing licenses • Distribution licenses
Slide 5: Customer Engagement Model
5 Customer Engagement Model v Customer Wafer Manufacturing Atomera MST ® Deposition Customer MST ® Deposition Phase 1 . Planning 2 . Setup 3 . Integration 4 . Installation 5 . Qualification 6 . Production
Slide 6: Growing Customer Pipeline
6 Growing Customer Pipeline • Working with 50% of the world’s top semiconductor makers* 0 3 6 9 12 15 18 21 IPO 3Q 16 4Q 16 1Q 17 2Q 17 3Q 17 4Q 17 1Q 18 2Q 18 3Q 18 4Q 18 Number of Customer Engagements Phase 1 Phase 2 Phase 3 * 10 of the top 20 (IC Insights, McClean Report 2017) • 17 customers, 21
Slide 7: Financial Overview
7 Financial Overview * Adjusted EBITDA is a non - GAAP financial measure. A full reconciliation of GAAP and non - GAAP results is contained in our press release. Some figures do not total exactly due to rounding. Q4 2017 Q1 Q2 Q3 Q4 FY 2017 FY 2018 GAAP Results Revenue $0.1M - $0.1M - $0.15M $0.1M $
Slide 8: Summary
8 Summary Good progress in Q4 Record license and engineering service revenue Growth and advancement in customer engagements Successfully closed a financing Very successful 2018 First two commercial licenses 50% increase in the number of customers 117% increase in Phase 3 customers 24% increase in Pa
Slide 9: Thank You
sit © atomera Thank You