Rekor Systems, Inc. · NASDAQ:REKR
Rekor Systems — Investor Presentation (May 2024)
26 slides from Rekor Systems's investor presentation, May 29, 2024
Slide 1: Rekor Investor Presentation
> REKOR INTELLIGENCE DRIVEN INNOVATION INVESTOR PRESENTATION
Slide 2: Company Disclosure Statement
Company Disclosure Statement “Tis presentation includes statements concerning Rekor Systems, Inc and its future expectations, plans and prospects that constitute Yorward-looking statements" within the meaning of Section 7A of the Securities Act of 1933, as amended, and Section 21€ of the Securities
Slide 3: Our Mission
Our Mission Drive the world to be safer, smarter, and greener
Slide 4: Established and Proven Leadership Team
Established and Proven Leadership Team ~ David Desharnais Eyal Hen President and Chief Chief Financial => Executive Officer Officer Joined 2022 Joined 2019 Michael §2 Charles Dunbar é Degliomini Chief Revenue Executive Vice President, Officer Government Affairs ations Alied Telesis ae tocnexp MARTIN
Slide 5: Rekor At-a-Glance
Rekor At-a-Glance Analytics to Digitize Roadways Market Leader with Excellent Growth Rekor collects, connects, and organizes the world’s mobility data to deliver analytics on vehicles, roadway safety, traffic flows, and license plate information — providing a digital 2020 - 2023 2023 YoY 2023 operat
Slide 6: Limited and Slow Traffic Data Collection Directly Harms Citizen Well-Being
Limited and Slow Traffic Data Collection Directly Harms Citizen Well-Being Incomplete data sources, limited connectivity between key stakeholders, and antiquated technology are driving increased congestion, slower emergency response, and restricted funding Outdated Emergency Insufficient Public Mini
Slide 7: Rekor Accurately Collects Critical Roadway Data
Rekor eecurately, Collects Critical Roadway Dat: Leveraging innovative technology to collect real-time, relevant information for customers @ Capture comprehensive vehicle characteristics High-speeds, day/night, adverse weather, multiple lanes, color, make, model, state of origin, vehicle unique sign
Slide 8: Analyzing & Transforming Roadway Data via Rekor One into Actionable Insights
Analyzing & Transforming Roadway Data via Rekor One® into Actionable Insights ntiated Product o, ere fe, Source & Manage a Ingest, Process, and oo oss Critical Segme, neg Bs Wide Variety of Data Transform Information rage @ \ & ss -+Many More 2 zie us con Sa renpailoc (OH) a tf A Collect Information
Slide 9: Delivering Critical Value Across Use Cases
Products Use Cases KPIs Delivering Critical Value Across Use Cases Massive embedded opportunity within existing public safety, transportation, and mobility segments Public Safety & Licensing Transportation Management Urban Mobility REKOR < REKOR REKOR BEKOR EOE an REKOR, Vehicle Identification Softw
Slide 10: Leveraging Rekor Solutions to Build a Safer, Smarter, and Greener World
Leveraging Rekor Solutions to Build a Safer, Smarter, and Greener World Delivering a safer world for citizens while enhancing public infrastructure and planning REKOR DISCOVER ae Enables law enforcement to Identifies more incidents and Provides traffic pattern analysis for more accurately track vehi
Slide 11: Public and Private Sector Customers Trust Rekor
Public and Private Sector Customers Trust Rekor Established as a go-to source for roadway analytics and custom reporting € ‘cota mot) iy cere LEV OC ae @ PALMS. Ona os ~2Ge" SCDST sx Mrs FE Gs Woo Customers By The Numbers 96%+ Multi-Year 500+ Public & Private 2023 Gross Typical 2023 Sectors Served R
Slide 12: Delivering High ROI Solutions for the Texas Department of Transportation Austin
Delivering High ROI Solutions for the Texas Department of Transportation Austin Rekor Command™ was deployed for the Texas Department of Transportation Austin resulting in outstanding ROI metrics and expansion into additional districts spanning the state March - August 2023 Results @ 11 min. PP 10% B
Slide 13: Federally Mandated Traffic Studies are More Pervasive Than Ever
Federally Mandated Traffic Studies are More Pervasive Than Ever Millions) of permanent & short-term traffic data studies across 4.2 million miles Current methods are costly, outdated, unsafe, Comprehensive coverage disconnected, and ripe for displacement by non-intrusive Al provide customers with es
Slide 14: Massive Untapped Market Opportunity
Massive Untapped Market Opportunity $93B+ intelligent infrastructure market supported by favorable industry tailwinds Global TAM by Region ($B)(1) Comma mAciaia sus — smUSMactt imRest of Global Maiket $108 sa oe 20210222028, 202k 20252026 Market Overview @ Massive target market of established govern
Slide 15: Trillions of Dollars in Global Public Infrastructure Spend Ready for Capture
Trillions of Dollars in Global Public Infrastructure Spend Ready for Capture Led by $1.2T U.S. bill, influx of government capital allocates trillions to improve & modernize infrastructure USS. Infrastructure Investment & Jobs Act Overview $350B+ of Federal Spending Applicable to Rekor Surface-Transp
Slide 16: Thoughtful Approach to Product has Separated Rekor From the Competition
Larger Relative Scale Smaller Thoughtful Approach to Product has Separated Rekor From the Competition tock satety@ Genelec @ eV ver "= REKOR © weep @ GeLsAG © WavETRONIK e NRK Eel Point Solutions © Public Safety @ avicnion Breadth and Depth of Solution Portfolio Comprehensive © Urban Mobility (Al) @
Slide 17: Continuing Data Capability Expansion via Partner Network
Continuing Data Capability Expansion via Partner Network Industry's largest volume, variety, and velocity of aggregated roadway data AWS wne Brite over eo aw conouenr (3. DKS FLasH EO as Datasets Sourced and Managed: Aicone = INRIK —kanzcn > — Kinyo KISTLER Lochnan —Marocounr fn mois nexor GY arity’
Slide 18: Rekor's Single Source Collection Creates Data for Many Use Cases
Rekor’s Single Source Collection Creates Data for Many Use Cases Multi-purpose data collection devices gather critical information and offer expansion potential into a wide array of ESG use cases Massive data lake powered by proprietary Al, data visualization, and algorithms Thousands Millions Billi
Slide 19: Highly Compelling Financial Profile
Highly Compelling Financial Profile Established history of robust growth with proven M&A engine ready for additional scale Consistent and 75%+ Robust Growth ites aera eading Revenue Profile) Strong Recurring Revenue 59% Profile and Forward Visibility acces we rmentess nee Best-of-Breed 96% Gross Ret
Slide 20: Rekor's Investment Highlights
Rekor’s Investment Highlights =) REKOR (Some ftps (2), Sowa tpt INTELLIGENCE DRIVEN INNOVATION First Mover Advantage Presently own the largest footprint of connected loT nodes in the U.S. with the goal of expanding across the nation Massive Market Market tailwinds and “once-in-a-generation” investme
Slide 21: Appendix
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Slide 22: Rekor Discover Product Overview
Rekor Discover™ Product Overview Providing knowledge of roadways with Al-driven analytics Solution Overview Key Use Cases Automates Safe and Accurate Roadway Intelligence Rekor's Edge devices offer both portable data capture and fixed data capture to seamlessly understand traffic flows and key vehic
Slide 23: Rekor Command Product Overview
Rekor Command™ Product Overview Delivers critical incident data to traffic centers, first responders, and service patrol to keep citizens safer Solution Overview Key Value Drivers Tat Niing i Predicona ReCET ED Enhancing Response Time with Actionable Intelligence Provides comprehensive monitoring of
Slide 24: Rekor Scout Product Overview
Rekor Scout® Product Overview Enhancing public safety with Al-driven license plate and vehicle recognition Law Enforcement Rekor Scout® provides highly accurate, flexible, and affordable vehicle recognition to ensure law enforcement agencies receive actionable intelligence @ License Plate Recognitio
Slide 25: Rekor Hardware
Rekor Hardware Edge Overview > Rekor Edge Flex: For Temporary Traffic Studies Provides portable data collection capturing up to six lanes of high-speed roadway data Rekor Edge Pro: For Neighborhoods and Businesses Complete license plate and vehicle recognition solution engineered for roadway speeds
Slide 26: Rekor Intelligence Driven Innovation
=) REKOR INTELLIGENCE DRIVEN INNOVATION A_NASDA OMPAN REKR REKOR.AI