Activeport Group Limited · ASX:ATV
Activeport — ATV Share Cafe Webinar (October 2024)
10 slides from Activeport's conference presentation, Oct 4, 2024
Slide 1: Peter Christie, Chairman & CEO
For personal use only Peter Christie, Chairman & CEO Activeport Group Ltd ACN 636 569 634 Registered Office: Level 28, 140 St Georges Terrace, Perth WA 6000 ASX:ATV peter.christie@activeport.com.au
Slide 2: Important Notices and Disclaimer
IMPORTANT NOTICES AND DISCLAIMER IMPORTANT: you must read the following before continuing. For personal use only This presentation (Presentation) has been prepared by Activeport Group Ltd (ACN 636 569 634) (Company or Activeport) for the purpose of providing an overview of its current prospects and
Slide 3: What distinguishes a good software investment?
Broad For personal use only Market What distinguishes a good software High ARPU investment? Recurring 90%+ Gross Revenue Margin
Slide 4: Activeport delivers $4 Trillion TAM
Activeport delivers For personal use only $4 Trillion TAM ARPU $2,250 Term 5+ ARPC $1M+ Telco Data Gaming AI Centres
Slide 5: Origins and Progress
For personal use only Origins and Progress 2021 Launch $7M ARR $44M Pipeline
Slide 6: Cloud enabling networks
Cloud enabling networks For personal use only Network Automation Customer Portal Cloud enabling Telco’s and Data Centres Delivering on-demand products
Slide 7: Momentum & Moats
Momentum & Moats For personal use only Russia Canada London China Europe Vancouver Canada United States Virginia Iraq South Korea Tokyo Dallas Saudi Taipei Miami Arabia Dubai Hong Kong Thailand Africa Bangkok Singapore South America Sao Paulo, Brazil Australia New Zealand GPU / AI Orchestration Inst
Slide 8: Profitable: Activeport Operating Result 3-Year Trends
Profitable For personal use only Activeport Operating Result 3-Year Trends Revenue Gross Profit Operating Profit Linear (Revenue) Linear (Gross Profit) 19 15 11 10 8 4 0.90 (0.50) (5.00) FY22 FY23 FY24
Slide 9: FY25 Focus
For personal use only FY25 Focus Recurring Revenue +ve Free Cash Flow Product Development
Slide 10: activeport.com.au
For personal use only activeport.com.au ASX:ATV
Activeport Group — ATV Share Cafe Webinar (October 2024) on 6ix