Rma Global Ltd. · ASX:RMY
Rma Global — Investor Presentation (January 2022)
10 slides from Rma Global's investor presentation, Jan 31, 2022
Slide 1: Investor Presentation
For personal use only Investor Presentation Bell Potter 31st January 2022 1 Investor Presentation | January 2022
Slide 2: Overview
ASX:RMY Overview For personal use only ● Comprehensive data on sale results for real estate agents and reviews of agent performance in Australia, New Zealand and the US RMA ● AgentsGlobal market themselves on the platform and on Limited social media (ASX: RMY) ● Sellers of property use our data to c
Slide 3: RMY focus on the path to monetisation in the US
RMY focus on the path to monetisation in the US For personal use only Transaction and Subscriptions / other On the platform Agent engagement Agent connections monetisation > 1 million connected US: A$1.9m ARRR* 185,000 311,000 reviews ANZ: A$13.3m ARRR* agents and growing 3 Investor Presentation | J
Slide 4: Huge addressable market in US for RMY
Huge addressable market in US for RMY For personal use only AU extrapolation to Business Funnel Australia USA US Market Active Agents Active Agents* 37,000 860,000 Agents with Total claimed profiles** 45,000 185,000 Claimed Profile Active agents with a claimed profile 26,500 162,000 616,000 Number of
Slide 5: US reviews growing strongly - up 89% from 1Q FY22 to 2Q FY22
US reviews growing strongly - up 89% from 1Q FY22 to 2Q FY22 For personal use only Agents on the platform vs reviews Review growth strategy ● c.311,000 reviews on the platform ● Just under ⅓ of all reviews were collected in 2Q FY22 ● Cleaner and more extensive agent data coverage ● Working more clos
Slide 6: US Monetisation continues to increase
US Monetisation continues to increase For personal use only Annualised Revenue Run Rate Revenue growth ● Agent reviews drive subscriptions ● Agent subscription growth increasing ● Product pipeline focussed on adding value to the paid subscriptions ● Promoter revenues increasing 6 Investor Presentati
Slide 7: Australian subscriptions all-time high. Promoter up 45% 2Q FY22 vs 2Q FY21
Australian subscriptions all-time high. Promoter up 45% 2Q FY22 vs 2Q FY21 For personal use only Subscription revenue Promoter revenue Further growth: ● Subscription revenue in 2Q FY22 up 21% on 2Q FY21. ● Subscription product enhancements ● Promoter: 2Q FY22 up 45% on 2Q FY21. ● Promoter for Listin
Slide 8: Growth in NZ. 2Q FY22 ARRR up 139% on 2Q FY21
Growth in NZ. 2Q FY22 ARRR up 139% on 2Q FY21 For personal use only Claims and reviews Revenues by product 8 Investor Presentation | January 2022
Slide 9: Group Summary: delivery in all key metrics
Group Summary: delivery in all key metrics For personal use only Group ARRR Highest levels of platform usage in all markets ● 1/3 US reviews received in 2Q FY22 ● Record number of reviews received in 2Q FY22 in New Zealand and Australia, up 20% on the previous record Focus is to be cash flow positive
Slide 10: END
For personal use only END 10 Investor Presentation | January 2022