Sorted Group Holdings Plc · LSE:SORT
Sorted — Proxama — H1 2017 Earnings Presentation
15 slides from Sorted's earnings presentation, Sep 18, 2017
Slide 1: Proxama plc 2017 Half Year Results & Trading Update
Proxama plc 2017 HALF YEAR RESULTS & TRADING UPDATE 18 September 2017 Proxama.com / locationsciences.ai / hello@locationsciences.ai / +44 (0)20 3668 2888 /
Slide 2: Disclaimer
Disclaimer These presentation materials (the "Presentation Materials”) are being solely issued to and directed at (a) persons having professional experience in matters relating to investments and who are investment professionals as specified in Article 19(5) of the Financial Services and Markets Act
Slide 3: Contents
PROXAMA PLC 2017 HALF YEAR RESULTS & TRADING UPDATE Contents: 1. Half Year Results & trading update 2. Location Science Launch update 3. Location Sciences numbers 4. Why we’re different 5. Challenges, Risks and Opportunities 6. Market Landscape 7. Summary Proxama.com / locationsciences.ai / hello@lo
Slide 4: Highlights: financial results
PROXAMA PLC 2017 HALF YEAR RESULTS & TRADING UPDATE Highlights: • Successful equity placing raising £3.1m, allowing us to be debt free and provided working capital for the Location Sciences division. • Revenues decreased as we transformed to data business. • Adjusted EBITDA losses before exceptional
Slide 5: Highlights: Location Sciences launch and KPIs
PROXAMA PLC 2017 HALF YEAR RESULTS & TRADING UPDATE Highlights: • Launch of Location Sciences market facing brand, led by Managing Director Mark Slade, to provide businesses with unprecedented access to precise location data and services. • The provision of precision location data to three new partn
Slide 6: Summary
PROXAMA PLC 2017 HALF YEAR RESULTS & TRADING UPDATE Summary: • 2016 laid the important building blocks for the Location Sciences business. • H1 2017 got the business ‘fit for growth’. • Already seeing the benefit of investment through significant growth of our consumer audience and data scale. • Foc
Slide 7: Welcome to Location Sciences
WELCOME TO LOCATION SCIENCES MARK SLADE – MANAGING DIRECTOR Proxama.com / locationsciences.ai / hello@locationsciences.ai / +44 (0)20 3668 2888 /
Slide 8: What is Location Sciences
WHAT IS LOCATION SCIENCES “ Location Sciences is a mobile location data intelligence company. We use cutting edge location data collection direct from application owners and apply machine learning and data science to create insights for business’ and marketers on ” customer movements Proxama.com / l
Slide 9: We are a numbers business
WE ARE A NUMBERS BUSINESS 4 million 3 1 metre audience types of location technology max. precision of location data 2 billion 60 million 20 data points (cumulative) data points collected per day different types of data points Proxama.com / locationsciences.ai / hello@locationsciences.ai / +44 (0)20
Slide 10: Why Location Sciences is different
WHY LOCATION SCIENCES IS DIFFERENT 1. Precision – 3 technologies, down to 1m accuracy via • Always on geo-location mapping • Geo-fencing for precise mapping of known locations e.g. stations, supermarkets • BLE Beacons for verification & proof of visit 2. Audience – over 4m UK consumers & growing giv
Slide 11: Location Sciences solves the following industry problems
LOCATION SCIENCES SOLVES THE FOLLOWING INDUSTRY PROBLEMS Lack of accurate & Digital advertising gets no consistent location data in credit for driving sales in the digital advertising physical world Brands and retailers don’t Location data sets are so large know their customers as its impossible for
Slide 12: Challenges, risks and opportunities
CHALLENGES, RISKS AND OPPORTUNITIES Challenge / Risk Qualification / Evidence Mitigation & Opportunities Challenge of scaling the Location • Moving from millions to billions to • New Board, Exec & CTO and Sciences technology & people trillions of data points reorganised Engineering team • Data scien
Slide 13: Location, data and attribution businesses are generating significant interest
LOCATION, DATA AND ATTRIBUTION BUSINESSES ARE GENERATING SIGNIFICANT INTEREST… AIM SP increase helped $135m exit to Snap Inc. $16m Series A round Transformation from Acquired by by revenue generated (Location Intelligence) April 2017, check-ins to Location Telefónica March 2017 from ‘Media Value (Lo
Slide 14: Major value chain players have location data and verification on their agenda
MAJOR VALUE CHAIN PLAYERS HAVE LOCATION DATA AND VERIFICATION ON THEIR AGENDA “Snap Wants to Help “Google boosts Brands Track When verification after Ads Drive People wave of Maps fake to Locations” listings fraud” Wall Street Journal, WPP’s Sir Martin Sorrell calling for Sophos Security Blog, 12 Ap
Slide 15: Summary
SUMMARY: 1. Restructure of both divisions to give lowest ever cost base 2. Funded and debt free 3. Successful launch of Location Sciences business with over 4 million audience and 2 billion of data points 4. First data revenues from our data partners in H1, expected to grow in H2 through more partne