Napatech A/s · OSL:NAPA

Napatech A/s — ABGSC Investor Day 2020

11 slides from Napatech A/s's conference presentation, May 27, 2020

  1. Slide 1: ABGSC Investor Day

    ABGSC INVESTOR DAY livestreamed at introduce.se CFO Heine Thorsgaard May 27, 2020 NAPATECH A/S © COPYRIGHT 2020

  2. Slide 2: Danish technology company listed on OSE since 2013

    Danish technology company listed on OSE since 2013 Napatech was founded in 2003, opened its first office in California in 2004, and was listed on OSE in 2013. Napatech develops and sells Network Interface Cards with 85 employees and offices in Denmark and the US. R&D located in Denmark and Sales org

  3. Slide 3: Napatech produces high-performance Network Interface Cards

    Napatech produces high-performance Network Interface Cards Network Interface Cards are hardware components connecting servers to a computer network. SmartNICs are programmable network interface cards capable of performing advanced network processing tasks that would otherwise be handled by the proce

  4. Slide 4: Selling to Top Tier Global Customers

    Selling to Top Tier Global Customers Napatech customers are primarily global top tier customers. Majority of sales is to global OEMs with long term strategic relationships and sales committed through year-long design win cycles. Direct end-user sales to large corporations with own data centers has e

  5. Slide 5: Napatech's SmartNICs are used to accelerate applications

    Napatech's SmartNICs are used to accelerate applications Napatech SmartNICs are used to accelerate applications within: Napatech Reconfigurable Computing Platform Application Driven FPGA Configuration Software Network Software-Centric Network Management Cybersecurity Virtual Switching Cybersecurity

  6. Slide 6: Napatech's Value to Customers is high performance and flexibility

    Napatech’s Value to Customers is high performance and flexibility Napatech competes against other technological solutions than SmartNICs and against SmartNICs based on different chipsets. Customers choose Napatech for a number of key reasons • Higher performance and lower latency of applications at

  7. Slide 7: Napatech is addressing a rapidly growing market

    Napatech is addressing a rapidly growing market Napatech is addressing a global SmartNIC market estimated to grow at a 40+% CAGR to $2.1B in 2024. Growth in SmartNIC market is fueled by • growth in servers for data centers, corporate networks and 5G infrastructure • accelerating network speeds, and

  8. Slide 8: NIC market is transforming

    NIC market is transforming Leading market analysts estimate the NIC market will from $1.7b in 2019 to $4.5b in 2024 ~ 43% CAGR. Programmable NIC is the fastest growing part of the NIC market and is estimated to grow from 20% of the total NIC market in 2019 to 47% in 2024. Basic NIC and Offload NIC m

  9. Slide 9: Strong Start to 2020 with 27% growth and positive free cash flow

    Strong Start to 2020 with 27% growth and positive free cash flow Q1 2020 YoY Revenue Growth +27% Solid Gross Margins of 68.8% Free Cash Flow Positive Earnings On-Track for 2020 The COVID-19 situation brings uncertainty to our market space. But from what we see today our business is agile enough to f

  10. Slide 10: Why Invest In Napatech?

    Why Invest In Napatech? STABLE GROWTH IN EXECUTING DELIVERING WINNING & REVENUE, ON OUR PRODUCT TOP GROWING CASH FLOW STRATEGY INNOVATION CUSTOMER & BRANDS LEVERAGABLE NAPATECH A/S © COPYRIGHT 2020 10

  11. Slide 11: For More Information

    For More Information http:/www.napatech.com/investor-relations/ https://www.napatech.com/napatechworld/ NAPATECH A/S © COPYRIGHT 2020

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