Photomyne Ltd · TASE:PHTM
Photomyne — Investor Presentation (February 2023)
17 slides from Photomyne's investor presentation, Feb 19, 2023
Slide 1: Investor presentation: 2022 summary and a glimpse into the future
Investor presentation 2022 summary and a glimpse into the future February 19, 2023
Slide 2: Legal Clarification
Legal Clarification This Presentation of Photomyne (the “Company”) was prepared as a general presentation It is clarified that some of the information included in the presentation constitute with respect to the Company, for summative and convenience purposes only and the management information which i
Slide 3: Revenue growth and transition towards operating profit during H2 2022
Revenue growth and transition towards operating profit during H2 2022 c. 31% Revenue growth during 2022 Operating profit of USD 869 thousand during H2 2022 (Unaudited) +31% +32% $0.9M H1 2021 H2 2021 H1 2022 H2 2022 $16.2M ($1.0M) $12.3M $9.3M ($3.0M) ($3.3M) 2020 2021 2022 Operating profit (Unaudited)
Slide 4: Increase in cash balance and positive cash-flow from operations during H2 2022
Increase in cash balance and positive cash-flow from operations during H2 2022 Increase in cash balance during H2 2022 Positive cash-flow from operations of c. $1.1 million during H2 2022 (Unaudited) +$0.6M +$0.4M $1.1M H1 2021 H2 2021 H1 2022 $14.5M $13.9M H2 2022 $13.5M ($1.2M) ($1.7M) ($2.3M) 30.06
Slide 5: Snapshot
Snapshot 374M 36.8M 441K As of the Backed-up Accumulated Paying date of the presentation: photos downloads subscribers +23% +23% +4% For the year $16.2M $15.4M $14.5M ended/ As of December 31, Revenue Collections +$1.0M 2022: +31% +3% Cash and cash equivalents * The comparison was made with respect
Slide 6: Photomyne provides a unique technological solution that caters to every family's need
Photomyne provides a unique technological solution that caters to every family’s need By: AI & ML SAAS IP technology model R&D Artificial Recurring 4 intelligence revenues: Registered and machine B2C & B2B patents learning 6
Slide 7: Photomyne's B2C products
Photomyne's B2C products Applications for fast and high-quality digitization of various formats: photos, albums, slides, negatives, and children’s artwork. AI-based preservation and enhancement of photos: colorizing black and white photos, identifying similarities between family members, sharpening
Slide 8: Positive international press coverage
Positive international press coverage “The best option for "Photomyne: Breathing “Top three apps you life into old negatives: FilmBox by can use to convert old photos...using artificial “We tried this and “This app was by far Photomyne… photos… into digital intelligence…able to were amazed at how th
Slide 9: KPI's
KPI’s Paying subscribers Accumulated downloads +4% +23% 452K 36.8M 441K 36.2M 425K 30.0M As of As of As of the As of As of As of the 31.12.2021 31.12.2022 date of the 31.12.2021 31.12.2022 date of the presentation presentation Backed-up photos Collections (Non-GAAP) +23% +40% 367M 374M $15.4M $14.9M
Slide 10: Business model: Investment in marketing yields recurring collections
Business model: Investment in marketing yields recurring collections During the period After 6 months After 12 months After 18 months After 24 months After 30 months According to the company's calculations, x0.8 x0.9 x1.0 x1.3 x1.9 x3.0 $ 1 invested in the $ 1 invested in the $ 1 invested in the $ 1
Slide 11: Recurring collections from a loyal subscriber base
Recurring collections from a loyal subscriber base Collections (Non-GAAP) by years during which users became active for the first time, iOS only** $787K 2015-17 $710K $740K 2018 2019 33% 41% Paying Paying subscribers $1,995K 2020 60% of 2022 iOS subscribers In their third collections In their first ye
Slide 12: Collaboration with Ancestry
Collaboration with Ancestry During 2022, the company signed three agreements with Ancestry for integration of some of the company's technologies into Ancestry's mobile applications and cloud servers. These agreements include a license fee and a usage-based fee for the use of Photomyne’s technologies
Slide 13: Collaboration with Google Photos
Collaboration with Google Photos During February 2023, the company was informed that Google Photos selected Photomyne’s application as a recommended service for digitizing photos. As part of the collaboration, Google Photos included Photomyne’s application in a dedicated page highlighting complement
Slide 14: Growth in Amazon sales
Growth in Amazon sales During 2022, Amazon sales accumulated to $871k. An increase of approximately 155% compared to 2021. +155% $871K $342K 2021 2022 14 * At this stage, the annual sales volume from the company's online store on Amazon is immaterial to the company.
Slide 15: Growth in Amazon sales
Growth in Amazon sales The company’s Amazon store is designed to complement the scanning experience and the use of the company's applications. The company’s Amazon store is linked to the company's applications. This allows users to purchase the products easily, quickly, and conveniently through Amaz
Slide 16: Going forward - 2023
Going forward - 2023 Positive cash flow Business from operating Artificial Customers development activities Amazon store intelligence Preservation of Additional Independent of Continued growth Implementation of existing users commercial external capital new AI technologies collaborations raise 16
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