Blackbird Plc · LSE:BIRD
Blackbird — Forbidden Technologies — Investor Presentation (January 2013)
15 slides from Blackbird's investor presentation, Jan 28, 2013
Slide 1: Stephen Streater – CEO
Stephen Streater – CEO © Forbidden Technologies plc 2013
Slide 2: Disclaimer
Disclaimer • This presentation expresses the opinions of Forbidden Technologies plc and should not be relied on when making investment decisions © Forbidden Technologies plc 2013
Slide 3: Agenda
Agenda • Company and competitors • Existing markets • Current position • Growth © Forbidden Technologies plc 2013
Slide 4: Forbidden Technologies plc
Forbidden Technologies plc • Cloud video platform • Objective: Any device, any time, anywhere • Multiple markets • Business model: principally – recurring service revenue – through sector leaders © Forbidden Technologies plc 2013
Slide 5: Key differentiators
Key differentiators • Cloud service • Reputation • Significant technical barriers to entry – Reliability – Codecs – Scaleable architecture • Mobile technology © Forbidden Technologies plc 2013
Slide 6: Agenda
Agenda • Company and competitors • Existing markets • Current position • Growth © Forbidden Technologies plc 2013
Slide 7: Size of existing markets
Size of existing markets • Post production – UK Post Production: Turnover £570m, 92% in top 50 companies (2009) – Total US video post production services: $6Bn (2012) • Broadcast – International: Post production, storage and services $2.1Bn (manufacturer revenue) (2009) • News and Sport – EVS turnov
Slide 8: News and Sport
News and Sport • Market characteristics • Olympics • FBT’s two biggest contracts • New partnerships in News and Sport © Forbidden Technologies plc 2013
Slide 9: UK Broadcast Post Production
UK Broadcast Post Production • Market characteristics • Annuity revenue • High retention rate • Growth – More customers – More users per customer – More of the workflow per project © Forbidden Technologies plc 2013
Slide 10: Mobile
Mobile • Tablets and smartphones • 1 Billion mobile cameras sold in 2012 • Massive future for video - 2.7Bn mobile cameras by 2018 • Freemium model • Clesh prosumer / consumer App available now © Forbidden Technologies plc 2013
Slide 11: Agenda
Agenda • Company and competitors • Existing markets • Current position • Growth © Forbidden Technologies plc 2013
Slide 12: Financial performance
Financial performance • Total revenue grew in 2012 by over 50% – Over 50% growth in UK Broadcast Post Production – Over 80% growth in News and Sport • YouTube deal encouraged partnerships with global suppliers • Partnership with Atos (SI) opens up the African market • App well positioned for dramati
Slide 13: Trading position
Trading position • Consistently growing • World leading service with demonstrable track record • Increasing reputation in core markets • Investment for growth © Forbidden Technologies plc 2013
Slide 14: Agenda
Agenda • Company and competitors • Existing markets • Current position • Growth © Forbidden Technologies plc 2013
Slide 15: Target areas for growth
Target areas for growth • Internationalise more quickly in core markets • Develop and establish role in mobile space • Increase profile for new and emerging markets © Forbidden Technologies plc 2013
Forbidden Technologies — Investor Presentation (January 2013) on 6ix