Ion Video Ltd · ASX:IOV
Ion Video — Linius Technologies — Investor Presentation (February 2018)
25 slides from Ion Video's investor presentation, Feb 20, 2018
Slide 1: Revenue Opportunities and Guideline Pricing Models for Commercial Growth in Video Virtualization
For personal use only Revenue Opportunities and Guideline Pricing Models for Commercial Growth in Video Virtualization Investor Presentation – February 2018 ASX:LNU
Slide 2: Disclaimer
DISCLAIMER This document has been prepared by Linius Technologies Limited (LNU). The information contained in this document is for information purposes only and has been prepared for use in conjunction with a verbal presentation and should be read in that context. For personal use only The informati
Slide 3: Highlights
For personal use only Highlights • Linius is the only company that turns video into data • Linius invented it, built it and patented it • Video will be 82% of internet traffic by 2021 • Amazon, Microsoft and IBM are battling it out for a competitive edge in video cloud services • Linius is now avail
Slide 4: Introducing: The Linius Video Virtualization Engine (VVE)
For personal use only Introducing: The Linius Video Virtualization Engine™ (VVE) Top providers are racing to Linius virtualizes the virtualize video services, actual video, making it accessible as data, optimizing AI & big data. providing the missing link for video cloud services. Linius is availabl
Slide 5: Linius Owns the Virtualization of Video
For personal use only Linius Owns the Virtualization of Video ✓ Fully granted core patents in: US, EU, Canada, S. Korea, PRC, Hong Kong, Singapore, and Australia ✓ Filing new patents in line with our commercialisation strategy: • 2 continuation patents granted in US • 2 patents pending • Additional
Slide 6: Empowering The World of Internet Video
For personal use only Empowering The World of Internet Video By 2021, the world’s internet traffic will exceed 278 billion gigabytes per month. More than 82% of internet traffic will be video by 2021. Cisco, 2017 Virtualization of Big Data is nothing new in the software world, but it has never been
Slide 7: Vision: To Make the World's Video Available as Data
For personal use only Vision: To Make the World’s Video Available as Data The Linius Video Virtualization Engine™ (VVE) transforms traditional video files, into data (or virtualized files), enabling unprecedented capabilities, flexibility & monetization. Accessing the data within the video file is t
Slide 8: Mission: Scale the Business Across the Internet
For personal use only Mission: Scale the Business Across the Internet Linius Owns the Virtualization of Video: Linius invented, built and patented the world’s only Video Virtualization Engine™ (VVE) Large & Expanding Market: • Amazon, Microsoft & IBM are investing billions in video services (technol
Slide 9: The Team
For personal use only The Team Linius Has Attracted Global Leaders in IP Video 9
Slide 10: A World-Class Video Commercial Team
For personal use only A World-Class Video Commercial Team CHRIS RICHARDSON KEVIN KYER KEN RUCK PETER COHEN TOM SLOWE EVP, Search EVP, Personalized Ads EVP, Anti-Piracy EVP, Security and Defense Executive Director and CEO Chris is an accomplished Kevin has worked in the digital space Ken has scaled b
Slide 11: A World-Class Video Commercial Team
For personal use only A World-Class Video Commercial Team TRISTAN PLACE AUDREY KU IVAN BENKO GERARD BONGIORNO OLIVIA HART Country Manager ANZ Chief Solutions Architect Chief Solutions Architect Chairman Head of Marketing Tristan Place is a digital technology Audrey has vast experience in the Ivan ha
Slide 12: How Does It Work?
For personal use only How Does It Work? Linius Has the World’s Only Video Virtualization Technology 12
Slide 13: Step 1: Extract Data from Video
For personal use only Step 1: Extract Data from Video (creating a virtual video) Original Video Virtual Video 1. Linius removes the video containers, and enables access to video and audio Video Virtualization Engine™ data blocks 2. This process is called ”virtualization” - Data blocks that make up t
Slide 14: Step 2: Enhance the Data
For personal use only Step 2: Enhance the Data (giving it meaning and value) Virtual Video Linius Genome Intelligent Video Meta Data Enhancement Dynamic Ad Enhancement Protection Layer Flexible Data of Audio & Video Treat Data with Enhancements New Video: Giving the Data Meaning and Value 14
Slide 15: Step 3: Reassemble the Video
For personal use only Step 3: Reassemble the Video (custom to each individual viewer) Intelligent Video Assembly & Playout Once the intelligent video is created, the playout is delivered to the needs of the user: • Search: Finding specific segments of video • Contextual Ads: Frame level content is u
Slide 16: Commercialization & Guideline Pricing Models
Commercialization & Guideline Pricing Models Linius has the potential to transform many multi-billion For personal use only dollar markets, and is initially focused on: Search: Search within videos and compile new videos on the fly Security and Defense: Intelligent search and immediate distribution
Slide 17: Search (Potential Revenue Opportunity: $60M+ pa)
SEARCH (Potential Revenue Opportunity: $60M+ pa) Product • Linius VVE, Linius Player and Linius AI Intelligence system, deployed on Microsoft, supplied to online clients with For personal use only Description little/no integration • The world’s first commercially available monetization method for vi
Slide 18: Security & Defense
SECURITY & DEFENSE (Potential Rev. Opportunity year 1: $60M & $15M) Product • Linius VVE, Linius Player and Linius AI Intelligence system supplied to online (OTT) clients with little/no integration For personal use only Description • The first commercially available monetization method for video art
Slide 19: Anti-Piracy (Potential Rev Opportunity: $30M pa)
For personal use only ANTI-PIRACY (Potential Rev Opportunity: $30M pa) Product Description Linius VVE, Linius Player and Linius Content Protection system, delivered by IBM Proposition • Protect against industrial espionage and hacking during production/post-production processes • Controlling copying
Slide 20: Personalized Ads (Potential Rev Opportunity: $500M pa)
For personal use only PERSONALIZED ADS (Potential Rev Opportunity: $500M pa) Product Description Linius VVE, Linius Player, API to ad servers, supplied to online (OTT) clients with integration into workflows Proposition • Internet style, data driven, individually targeted advertisements in all forms
Slide 21: Strategic Partnerships
Strategic Partnerships 1. Linius can sell established IBM Bluemix products integrated with VVE to speed For personal use only delivery time for customers 2. IBM can sell Linius VVE, enabling new revenue opportunities across all four target verticals (Search, Security and Defense, Anti-Piracy & Perso
Slide 22: Goals for Commercialization: by Q2 CY2018
Goals for Commercialization: by Q2 CY2018 ✓ Deliver the integration of VVE into IBM’s BlueMix Cloud (May. 2017) For personal use only ✓ Deliver the integration of VVE with at least one world leading Over The Top (OTT*) platform (Oct. 2017) ✓ Engage with a global movie studio to develop Proof of Valu
Slide 23: Share Metrics
Share Metrics (ASX:LNU) Linius Technologies Limited Capital Markets Highlights For personal use only Share Price (as of 16th Feb 2018) A$0.12 • Listed on ASX May 2016 • Raised A$3.5m (5 cents/share) in March 2016 Market Cap A$99.5m • Raised A$0.5m (5 cents/share) in Sept 2016 through Listed Shares 4
Slide 24: For personal use only
For personal use only Christopher Richardson, CEO info@linius.com +61 3 9607 8234 Investors ir@linius.com Press and Media pr@linius.com
Slide 25: Revenue Model Summary
Revenue Model Summary Product Description Proposition Market Size Pricing For personal use only Search* • Product - VVE, Player and Artificial • World’s first personalized • Excess of 10B video searches a • 0.075 cents per search Intelligence video search results day + 0.01 cents per ad • Requires l
Linius Technologies — Investor Presentation (February 2018) on 6ix