Helios & Matheson Analytics Inc · OTC:HMNY
Helios & Matheson Analytics — Proxy Contest (October 2017)
17 slides from Helios & Matheson Analytics's proxy contest presentation, Oct 17, 2017
Slide 1: The Future of Movie Going
For Informational Purposes Only/ Not For Red istribut ion THE FUTURE OF MOVIE GOING Corporate Presentation October 2017
Slide 2: Disclaimer and Notices
2 Disclaimer and Notices Cautionary Statement on Forward - looking Information Certain information in this presentation contain forward - looking statements within the meaning of the Private Securities Litigation Reform Act of 1995 or under Section 27A of the Securities Act of 1933, as amended, and
Slide 3: Corporate Highlights
» CEO and Management – Mitch Lowe - joined June 2016 • Track Record of Success – Co - Founding Vice President at Netflix and President/COO at Redbox • Committed and Experienced Management Team • Focused on Building Team – CMO, Biz Dev, CFO, Head of Exhibitor Relations » Total Addressable Market = 28
Slide 4: Market Opportunity
4 Market Opportunity 36M Avid Moviegoers + = 246M Casual Moviegoers 284M Moviegoers MoviePass Previous TAM • 11% of the Moviegoing Market • $5.5bn in Spending at the Box Office in 2016 MoviePass $9.95 Unlimited Subscription New TAM • 71% of the Moviegoing Market • $5.9bn in Spending at the Box Offic
Slide 5: Win-Win: Consumers, Exhibitors, Studios
Win - Win: Consumers, Exhibitors, Studios Consumers Consumers reduce risk of wasting money on a bad movie Exhibitors Exhibitors increase attendance and concession revenue Studios Studios increase Box Office revenue and improve marketing efficiency 5
Slide 6: Our Proprietary Platform Has Created New Opportunities Across the Movie Industry Ecosystem
6 Our Proprietary Platform Has Created New Opportunities Across the Movie Industry Ecosystem For Moviegoers : MoviePass is a disruptive subscription service whose patented technology allows moviegoers the ability to attend movies in theaters for one low monthly fee. For Studios : MoviePass has histo
Slide 7: Future Vision: Catalyzing a Paradigm Shift in Movie Watching
7 Future Vision Catalyzing a Paradigm Shift in Movie Watching No More The Future Everything on your phone Pick your movie, theater, and time Bring a friend or family member E - Ticket VIP Line for Concessions Preselected Seats Open Tab (feature in development): would allow for food to be delivered t
Slide 8: • Studio Movie Grill, an early adopter of MoviePass’ integrated app, saw a 400%
8 • Studio Movie Grill, an early adopter of MoviePass’ integrated app, saw a 400% lift in overall attendance by MoviePass subscribers from Aug - Oct 2017 . • In the two test markets in which our study was conducted, films with projected box office receipts of $10 - 50mn experience a +1 2 0% lift in
Slide 9: Why Studios Benefit From MoviePass Subscribers
9 Why Studios Benefit From MoviePass Subscribers In the two test markets in which our study was conducted, films with projected box office receipts of $10 - 50mn experience a 120% lift in attendance when consumers have a MoviePass subscription. 121% 52% 37% 23% 27% Box Office Lift $10 - 50 mm $50 -
Slide 10: Actual and Projected MoviePass Subscribers
10 Actual and Projected MoviePass Subscribers 2,100,000 August 2018 Sep. 14 2017 Aug. 31 2017 Aug. 18 2017 Aug. 14 2017 +400,000 +300,000 +150,000 12,708 Current Subscribers Estimated Future Subscribers Note: projected subscribers are based on MoviePass’ current assumptions, but no assurances can be
Slide 11: Vista Group and MoviePass Driving Integration into Exhibitors' POS
11 Vista Group and MoviePass Driving Integration into Exhibitors’ POS • Agreement between MoviePass and Vista Group, a provider of software solutions across the film industry, provides for integration of MoviePass into Vista Group’s complete point - of - sale software offering for management of all
Slide 12: Other Potential Revenue Opportunities
12 Data Licensing Other Potential Revenue Opportunities Merchandise / E - Commerce Concession Partnerships International Joint Ventures + + + +
Slide 13: Comparable Analysis
13 Comparable Analysis Company Netflix a Spotify b ClassPass c Hulu d MoviePass Paid Subscriber (mns) 104 60 0.25 15 0.4 Enterprise Value (mns) $81,958 $13,000 $450 $5,800 N/A Value per Sub $788 $217 $160 N/A N/A Monthly Price $11.99 $9.99 $125.00 $7.99 $9.95 Subscriber Revenue - Annual (mns) $14,96
Slide 14: Leadership Team
14 Leadership Team Mitch Lowe CEO Chris Kelly Chairman of the Board Sanjay Puri Chief Strategy Officer Stacy Spikes Co - Founder, COO Joey Adarkway CTO Co - Founder/Head of Biz Dev – Netflix COO/Pres - Redbox SVP Marketing - Focus (October Films) VP Marketing – Miramax VP Marketing – Columbia Record
Slide 15: Information Request / Follow Up
15 Information Request / Follow Up Mitch Lowe mitch@moviepass.com 415 - 971 - 2994 Sanjay Puri sanjay@moviepass.com 917 - 371 - 4910
Slide 16: Appendix
moviepass. Appendix
Slide 17: • On August 15, 2017, Helios and Matheson Analytics Inc. (“HMNY”) entered into a
• On August 15, 2017, Helios and Matheson Analytics Inc. (“HMNY”) entered into a Securities Purchase Agreement with MoviePass , as amended on Oct 6, 2017, whereby HMNY agreed to purchase shares of common stock of MoviePass amounting to 51 .71 % of the outstanding shares of MoviePass common stock on
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