Daktronics, Inc. · NASDAQ:DAKT
Daktronics — Investor Day (April 2026)
161 slides from Daktronics's investor day presentation, Apr 9, 2026
Slide 1: Investor Day
7 ‘ : 1 Mellgatpes: Airway 5 vin j £ H : Grgat Rates, 14 MIN srinialied fl / ] = a Local Service A / Sia tOona2 INVESTOR DAY April 9", 2026 DAKTRONICS
Slide 2: Safe harbor statement
Safe harbor statement Cautionary Notice: In addition to statements of historical fact, this presentation contains forward-looking statements within the meaning of the federal securities laws and is intended to receive the protections of such laws. All statements, other than historical facts, include
Slide 3: Agenda
Agenda 08:00am Registration & breakfast Investor relations housekeeping Introductory remarks Andrew Siegel Chairman of the Board Corporate strategy Ramesh Jayaraman President & Chief Executive Officer 09:00am Business unit strategy Jeremy Johnson VP, Commercial, High Schools, Park & Rec. Commercial,
Slide 4: Introduction
INTRODUCTION Andrew Siegel | Chairman of the Board
Slide 5: Daktronics Stock Price History
Daktronics Stock Price History [USD, month & calendar year] 4 Source: NASDAQ.com
Slide 6: Corporate Strategy
CORPORATE STRATEGY Ramesh Jayaraman | President and CEO
Slide 7: We are everywhere
TRAVEL TIME TO Airway 5 MIN [37=
Slide 8: Daktronics at a glance
Daktronics at a glance Aftermarket DAKTRONICS drives visual storytelling and International Services & software experiences that inform, entertain, and connect 10% Commercial 11% communities worldwide Transportation 9% 23% KEY METRICS Q4FY25 – Q4FY25 – Q3FY26 Q3FY26 $803M 5.6% 2,500+ 40,000+ High sch
Slide 9: Full lifecycle provider
Full lifecycle provider Project delivery Aftermarket services Product & software Installation & Software control & Repair & Manufacturing Solution design Service & support engineering commissioning configuration replace Repeat customer lifecycle 8
Slide 10: Global footprint
Global footprint 6 Manufacturing sites Ennistymon, UK Ireland Germany Canada France Belgium Brookings, SD1 100+ Sioux Falls, SD Redwood Falls, MN Spain Japan Shanghai, China Countries with Saudi Saltillo, Mexico 2 video Arabia Macao United Arab installations Emirates Singapore Headquarters Manufactu
Slide 11: Today's presenters
Today’s presenters Ramesh Howard Jeremy Jay Jody Jayaraman Atkins Johnson Parker Kress President & Chief Acting Chief Financial Officer Vice President, Commercial Vice President Vice President Executive Officer & Chief Transformation Officer High Schools, Park & Rec Live Events & Spectaculars Projec
Slide 12: Growth journey: Deliver 3-Year Plan
Growth journey Deliver 3-Year Plan 11
Slide 13: 3-year plan strategic pillars
3-year plan strategic pillars 1. Growth 2. Operational excellence 1A Organic growth in core 2A Advanced factory automation 1B New market vertical expansion 2B Lean deployment Software & services innovation and 1C 2C Manufacturing network optimization commercialization 1D International growth 2D Inte
Slide 14: Accelerated organic growth
1A Accelerated organic growth CY2024-CY2030 US/CAN LED display products and services addressable market [USD bn, nominal] CAGR '24-'30 Trends Volume impact Value impact 4.4 CAGR: +7.4% 4.1 1. Digital conversion 3.8 7.0% ➨ ➨ wave 3.5 3.3 3.0 9.0% 2.9 ➨ ➨ 2. Bigger is better 8.0% 3. Higher screen ➨ ➨
Slide 15: Secular trends
1A Secular trends Professional sports College sports Youth sports 154 pro High complexity 1,316 athletic teams Bigger scale 30,000+ programs high schools Video & fixed digit Miami Heat Auburn University Watertown, SD 14
Slide 16: New market verticals
1B New market verticals CY2025 US/CAN LED display products and services market, existing vs. new verticals [%] New verticals Highlights ~20% » ~20% of addressable verticals anchored in indoor high-resolution video solutions » Historically, Daktronics has opportunistically CY served these vertical ma
Slide 17: Software & services innovation & commercialization
1C Software & services innovation & commercialization Relative profitability of products, services, and software Software & service attachment Professional services Technical services Original equipment Increasing margins Relative value 16
Slide 18: International growth
1D International growth Establish new partnerships Expand regionally Focus on high growth tailored offerings regions & segments 17
Slide 19: Operational excellence
2 Operational excellence 2A. Advanced 2B. Lean 2C. Manufacturing 2D. Integrated factory automation deployment network optimization strategic sourcing Unlock industry- Drive continuous Economies of scale Maximize value leading commercial improvement and and localization of with end-to-end performance
Slide 20: Value creation roadmap
Value creation roadmap Strategic theme Revenue growth CAGR Margin improvement 1A Accelerate organic growth in core +HSD% Growth in line with +LSD underlying markets 1B Expand to new vertical markets +LSD +LSD Software & services innovation and 1C commercialization +LSD +LSD 1D International growth +
Slide 21: Growth journey: Grow beyond core
Growth journey Grow beyond core 20
Slide 22: Capital deployment priorities
Capital deployment priorities Cash and cash equivalents [USD m] 150 144 1 134 137 132 128 Continued organic investments 97 2 82 Inorganic growth expansion 3 Return excess capital to shareholders Q4 Q1 Q2 Q3 Q4 Q1 Q2 Q3 FY24 FY25 FY25 FY25 FY25 FY26 FY26 FY26 21
Slide 23: Inorganic growth levers
Inorganic growth levers Industry screening criteria Industrial logic Product portfolio expansion Financially accretive Geographic expansion Operational synergies Vertical market expansion Target company criteria Clear criteria for identifying targets to shape the portfolio 22
Slide 24: In summary
In summary Industry Daktronics is the market leader in large-format LED displays and leadership will continue to lead with customer-centric solutions Attractive Growth is underpinned by participation in large, attractive end end markets markets benefiting from long-term secular demand drivers Growth
Slide 25: Tracking to target
Tracking to target Disciplined growth, expanding margins, improving returns Revenue growth | 7-10% CAGR » Value-based pricing » Revenue mix diversification FY2028 » New products/software solutions Operating margin|10-12% FY2025 » Structural cost reduction across supply chain » High value investment
Slide 26: Agenda
Agenda 08:00am Registration & breakfast Investor relations housekeeping Introductory remarks Andrew Siegel Chairman of the Board Corporate strategy Ramesh Jayaraman President & Chief Executive Officer 09:00am Business unit strategy Commercial, high schools, park & rec. Jeremy Johnson VP, Commercial,
Slide 27: Commercial, High Schools, Park & Rec
COMMERCIAL, HIGH SCHOOLS, PARK & REC Jeremy Johnson | Vice President Commercial, High Schools, Park & Rec
Slide 28: Commercial
Commercial Digital Out of Home On-Premise Spectaculars* 27 *Managed by Live Events
Slide 29: On-Premise
On-Premise 28
Slide 30: Customer model
Customer model Channel sale through sign companies (500+) Primary verticals • Convenience stores • Auto dealers • Banks • Car washes • Churches • QSRs • Healthcare • and many, many more … 29
Slide 31: Sales strategy
Sales strategy • Regional sales team with extensive local market knowledge and expertise • Support partners with tools, training, and sales enablement • Generate demand and leads for partners Project or Customer Name 30 Installation Location
Slide 32: Daktronics differentiators
Daktronics differentiators • Product durability • Ease of installation • Fast, frictionless service response • Software that simplifies ownership – best in class Project or Customer Name 31 Installation Location
Slide 33: How differentiators drive success
How differentiators drive success • With channel partners, it’s all about loyalty; earned through high value relationships • End customers value the simplicity and strength of our control systems Project or Customer Name 32 Installation Location
Slide 34: Digital out of home
Digital out of home 33
Slide 35: Customer model
Customer model • Billboard operators (large & independent) • Roadside and indoor transit applications • Solved the “capacity problem” for OOH operators Project or Customer Name 34 Installation Location
Slide 36: Sales strategy
Sales strategy • Long-term relationships with billboard operators • Replacement-driven sales model Project or Customer Name 35 Installation Location
Slide 37: Daktronics differentiators
Daktronics differentiators • Superior image quality over long lifecycles Bleed photo • Durability and responsive service at scale Project or Customer Name 36 Installation Location
Slide 38: How differentiators drive success
How differentiators drive success • Optimizes OOH operator investment over the life of the asset • Enables value pricing and higher replacement rates • Creates predictable, replacement-driven demand 37
Slide 39: High schools | Park & recreation
High schools | Park & recreation 38
Slide 40: Customer model
Customer model • K-12 public and private schools • Community colleges and technical schools • Municipal and community facilities • Parks and recreation Project or Customer Name 39 Installation Location
Slide 41: Sales strategy
Sales strategy • Field sales teams deeply embedded in education market and fabric of communities • Our teams are well known within the schools they serve • 32,000 schools with 128,000 sport venues Project or Customer Name 40 Installation Location
Slide 42: Daktronics differentiators
Daktronics differentiators • Field sales expertise • Same systems and quality as the pros • DakClassroom curriculum + Crew Connect • Daktronics Sports Marketing 41
Slide 43: How differentiators drive success
How differentiators drive success • School pride and recruitment • Student development and career pathways • Sponsorship-driven revenue model 42
Slide 44: 31% market share in Commercial and HSPR
Daktronics has a 31% market share in the Commercial and HSPR business, with a notably higher market share (48%) in HSPR FY25 US/CAN Daktronics Commercial/HSPR market share [USD bn, %] 0.9 Segment Daktronics share1) 0.1 Highlights (12%) OOH 19% » Daktronics has 31% share in within these BUs, driven p
Slide 45: Commercial and HSPR serves USD 1 bn market growing 8.0% CAGR
Daktronics Commercial and High School Parks & Rec (HSPR) business serves USD 1 bn market that is growing at 8.0% CAGR CY2024-CY2030 US/CAN Commercial and HSPR LED display market CAGR Trends Volume impact Value impact 1.4 '24-'30 CAGR: +7.4% 1.3 6.9% Youth sports ➨ ➨ 1.2 surge 1.1 7.2% 1.0 0.9 0.9 Di
Slide 46: Three strategic pillars for Commercial and HSPR
Three strategic pillars will be core to growth for the Commercial and HSPR business units Strategic theme Medium-term CAGR Drivers Accelerate organic growth in core +HSD% Growth in-line with » Increasing spend in HSPR and underlying markets On-Premise » Feature development to Grow software share of
Slide 47: Key takeaways
Key takeaways We create loyalty with Our OOH displays provide Our value proposition story sign companies by being the best ROI for our for high school customers consistent in quality & support customers cannot be replicated 46
Slide 48: Live Events & Spectaculars
LIVE EVENTS & SPECTACULARS Jay Parker | VP LE & Spectaculars • Jody Kress | VP Project Realization
Slide 49: Live Events customer model
Live Events customer model • 154 professional sports teams • 1,316 college athletic programs • 400 minor league facilities • Convention centers, amusement/theme parks 48
Slide 50: Sales strategy
Sales strategy • Experienced and aggressive sales team • Relationship depth • Product quality and reliability • Best-in-class service • Trustworthy 49
Slide 51: Daktronics differentiators
Daktronics differentiators People Products Services "Honest, helpful, humble" As a single-source provider, We deliver efficient control are our values. We take we provide cutting-edge systems that streamline pride in relationships that technology and the highest production, with integrated last a li
Slide 52: How differentiators drive success
How differentiators drive success • Value-based pricing • Repeat business across venue lifecycles • Cross-sell opportunities • Win rate, market share 51
Slide 53: Market share
Market share Major League Sports Next highest competitor = 11% 53% Minor League Baseball Next highest competitor = 6% 57% College Sports (DI) Next highest competitor = 6% 69% 52
Slide 54: NFL Display Size Comparison
NFL Display Size Comparison Falcons Circumference: 58’ x 1,075’ Commanders 28’ x 95’ (Qty: 2) Seahawks 40’ x 70’ Rams/Chargers Jets/Giants 30’ x 118’ (Qty: 4) Double-sided Chiefs 35’ x 149’ Patriots 60’ x 370’ Bengals 36’ x 130’ (Qty: 2) Steelers 41’ x 124’ Jaguars 60’ x 362’ (Qty: 2) Bears 40’ x 12
Slide 55: College Football (FBS) Display Size Comparison
College Football (FBS) Display Size Comparison 1. University of Illinois 69’ x 250’ This chart depicts each school’s main video display from smallest to largest. 2. Auburn University 56’ x 190’ Blue Displays represent Daktronics product installations. 3. Purdue University 56’ x 150’ 4. University of
Slide 56: 2026 MLB success – 5 for 5!
026 MLB success — 5 for 5! SAO SEY SS T.RowePrice Siva | Hiéiiperson: |! re YANKEE STADIUM 35
Slide 57: Spectaculars
Spectaculars Primary applications/markets • Times Square, Las Vegas, Los Angeles and other major city centers • Sportsbooks and gaming • Digital OOH media companies • Retail/corporate/hospitality • Iconic/experiential displays • Cruise ships • Malls 56
Slide 58: 3 cities, one standard: Daktronics
3 cities, one standard: Daktronics New York City Los Angeles Las Vegas 57
Slide 59: Daktronics lights up Times Square
Daktronics lights up Times Square Barclays McDonald’s Big Outdoor Chelsea Pier Brookfield - CVS Krispy Kreme The Cube Building Jacob Javits Center 58
Slide 60: Daktronics lights up Times Square
Daktronics lights up Times Square Hotel Eventi Brill Rooftop 1560 Broadway 1592 Broadway 1540 Broadway Outfront Media 47th & Broadway 1500 Broadway 59
Slide 61: Daktronics lights up Times Square
Daktronics lights up times square H&M Macy’s Steve Madden 9 Times Square Chase Bank 1567 Broadway LG Prudential Financial 60
Slide 62: Daktronics lights up Times Square
Daktronics lights up Times Square Wharton Properties Swarovski 1500 Broadway Midtown Financial Notable NY Sports Installs • New York Yankees • Brooklyn Nets • New York Islanders • New York Red Bulls • Madison Square Garden Bowtie Building Madison Square Garden 61
Slide 63: Sales influencers
Sales influencers • DOOH developers • Branding Agencies • Architects, engineers and consultants • Retail brands • Real estate developers 62
Slide 64: Sales strategy
Sales strategy • Complex Projects • ROI Focus • Similar LED technology, • Engagement and revenue generation still important • Heavy with consultants • Control systems and sales channels can vary 63
Slide 65: Vertical market expansion
Vertical market expansion • Current focus • Government • Military • Civilian Control Center • Pulled into other market verticals • Education • Corporate • Hospitality • Building a partner centric sales channel 64
Slide 66: Vertical expansion
Vertical expansion • Trade Agreement Act • Value Daktronics design and U.S. manufacturing and assembly • Chip-on-Board solutions built for indoor • Superior video processing • Growth through partner training, service, and sales support 65
Slide 67: Market success
Market success 66
Slide 68: 38% market share in Live Events and Spectaculars
Daktronics has a 38% market share in the Live Events and Spectaculars market, with a 57% share in the Live Events segment and 11% in Spectaculars FY25 US/CAN Daktronics Live Events and Spectaculars market share [USD bn, %] 0.9 0.1 Segment Daktronics share1) Highlights (15%) Live Events 57% » Daktron
Slide 69: Live Events and Spectaculars market growing 6.9% CAGR through 2030
The Live Events and Spectaculars market is expected to grow from base of ~ USD 1.0 bn at a 6.9% CAGR through 2030 CY2024-CY2030 US/CAN Live Events and Spectaculars LED display market CAGR '24-'30 Trends Volume impact Value impact 1.4 CAGR: +6.9% 1.3 7.0% Revenue ➨ ➨ 1.2 1.1 sharing 7.0% 1.1 1.0 0.9
Slide 70: Live Events & Spectaculars
LIVE EVENTS & SPECTACULARS Jay Parker | VP LE & Spectaculars • Jody Kress | VP Project Realization
Slide 71: Full lifecycle provider
Full lifecycle provider Project delivery Installation & Software control & Solution design commissioning configuration 70
Slide 72: Proven execution
Proven execution 71
Slide 73: Why this matters
Why this matters Ensures Proven strong execution Protects profit Expands value execution earns on high-profile margin proposition customer trust projects 72
Slide 74: Three strategic pillars for Live Events and Spectaculars
Three strategic pillars will be core to growth for the Live Events and Spectaculars business unit Strategic theme Medium-term CAGR Drivers Accelerate organic growth in core +HSD% Growth in-line with » Increasing display sizes & underlying markets spend within Live Events Grow software share of busin
Slide 75: Key takeaways
Key takeaways • Leader in Live Events space • Execution is the advantage • Full-lifecycle delivery others can’t match • Growth comes from software + services • Expanding inside existing venues 74
Slide 76: Transportation
TRANSPORTATION Spencer Degen | Vice President Transportation
Slide 77: Enhancing communication, safety & efficiency
Enhancing communication, safety & efficiency Intelligent Transportation Systems (ITS) Aviation Public Transit Parking 76
Slide 78: Intelligent Transportation Systems
Intelligent Transportation Systems 77
Slide 79: ITS customer model
ITS customer model • Departments of Transportation, toll authorities, local traffic authorities • 80% through resellers - electrical contractors • 20% direct - DOT’s owner furnish into project bids Project or Customer Name 78 Installation Location
Slide 80: Daktronics differentiators
Daktronics differentiators • U.S. manufacturer – BABA compliant • Market leader trusted by architects, consultants and engineers • Influence specifications years before bids • Pre-bid work creates advantage at bid time • Ruggedized products for harsh environments 79
Slide 81: How differentiators drive success
How differentiators drive success DOT / end user • Quality, reliability • Superior service • Technology leadership • Long-term partner Contractor • Steadfast project support • Predictability and on-time delivery • Flawless first-time fire-up 80
Slide 82: Suburban to urban
Suburban to urban 81
Slide 83: Public Transit customer model
Public Transit customer model • Public and private transit operators – bus, rail • 50% through resellers - integrators, electrical/signal contractors • 50% direct – owner install or furnish into construction bids 82
Slide 84: Daktronics differentiators
Daktronics differentiators • US manufacturer – Buy American Act Compliant • Ruggedized products for harsh environments • Market trend LCD – LED • Repeat purchasing once specified 83
Slide 85: Aviation
Aviation 84
Slide 86: Customer model
Customer model • Airports • Advertising concessions • Airlines • Retail, F&B • 50% Direct • 50% Integrator/Reseller Project or Customer Name 85 Installation Location
Slide 87: Daktronics differentiators
Daktronics differentiators • First to market with chip-on-board indoor technology • Strong brand reputation • Early-stage positioning – supporting AECs • Manufacturer, not broker 86
Slide 88: How differentiators drive success
How differentiators drives success • Quality control and reliability drive customer confidence • Control of manufacturing schedule supports project schedule • Solutions are high value Project or Customer Name 87 Installation Location
Slide 89: 22% market share in Transportation
Daktronics has a 22% market share in the Transportation business, driven by a 40 - 45% market share in Intelligent Transportation Systems (ITS) FY25 US/CAN Daktronics Transportation market share [USD bn, %] 0.4 Segment Highlights ITS » Daktronics plays across all four market segments » ITS and Aviat
Slide 90: Transportation market of ~USD 400m growing 9.0% CAGR
Daktronics Transportation business serves a market of ~USD 400 m with growth of 9.0% CAGR anticipated through 2030 CY2024-CY2030 US/CAN Transportation LED display market CAGR '25-'30 Trends Volume impact Value impact 0.6 CAGR: +9.0% 8.1% 0.6 Smart city ➨ ➨ 0.5 growth 0.5 9.0% 0.4 0.4 Infrastructure
Slide 91: Three strategic pillars for Transportation
Three strategic pillars will be core to growth for the Transportation business unit Strategic theme Medium-term CAGR Drivers Accelerate organic growth in core +HSD% Growth in-line with » Next generation products underlying markets » Product-market Expand into high growth regions +HSD alignment to ad
Slide 92: Key takeaways
Key takeaways • ITS is our core market, Buy America, Build America contributes to success • Aviation is the fastest growing opportunity • Mission-critical, impactful business • Long-term contracts with high renewal rate 91
Slide 93: International
INTERNATIONAL Judd Guthmiller | Vice President International
Slide 94: Global footprint
Global footprint Ennistymon, UK Ireland Germany Brookings, SD1 Canada France 100+ Spain Japan Countries with Saudi video Arabia Macao United Arab installations Emirates Singapore Headquarters Australia Sales / operations 1) Headquarters & plant Country with video Installation 93
Slide 95: Three strategic pillars for international expansion
Three strategic pillars will drive Daktronics's expansion in the international market where the firm captures <10% of the market and has plenty of room to grow FY25 Daktronics International (Excl. China) market share [USD bn, %] 2.3 Action plan steps and impact Revenue growth CAGR Focus on high grow
Slide 96: International core segments
International core segments Large Sports Venues Advertising Transportation 95
Slide 97: Sales strategy
Sales strategy • Lean into Daktronics heritage and reputational power • Direct when appropriate; channel when reach is required • Leverage global manufacturing footprint • Domestic experience and expertise translate on an international level 96
Slide 98: Daktronics differentiators
Daktronics differentiators • Global presence aligned with customer demand • High quality products with predictable performance • Positioned well to compete with "made in China" products sold outside U.S. • Proven execution on iconic complex projects 97
Slide 99: International, positioned for growth
International, positioned for growth NBA/NFL Commercial Tourism Project or Customer Name 98 Installation Location
Slide 100: International, positioned for growth
International, positioned for growth NBA/NFL Commercial Tourism Project or Customer Name 99 Installation Location
Slide 101: International, positioned for growth
International, positioned for growth NBA/NFL Commercial Tourism Project or Customer Name 100 Installation Location
Slide 102: Key takeaways
Key takeaways • Focus capital and resources on high growth regions and high profit market Concentrated growth segments • Establish new partnerships in key territories • Focus on customer-centric products Valued solutions • Maintain high product performance predictability • Leverage US driven expansi
Slide 103: Services & Software
SERVICES & SOFTWARE Sarah Rose | Vice President Global Services
Slide 104: Full lifecycle provider
Full lifecycle provider Aftermarket services Software control & Repair & Service & support configuration replace 103
Slide 105: Services: aftermarket
Services: aftermarket Aftermarket services 5~10-year product life Technical Professional Software Repeat customer lifecycle 104
Slide 106: Services & software
Services & software Aftermarket services Customers rely on Daktronics services + software to ensure the high performance of their investment throughout the lifetime of their systems Technical Professional Software 105
Slide 107: Customers
Customers • Professional sports teams • Schools (K–12 & higher ed) • Business Owners • Operators • System integrators • And many more 106
Slide 108: New England Patriots
New England Patriots 20 years of service + 100+ displays = The one-stop solution Technical Professional Software 107
Slide 109: Wawa
Wawa 20 years of service + 13k displays = Service + software integrated for ease of use Technical Software Integration 108
Slide 110: High schools
High schools 1M events a year + Powered by student crews = Supported by DakClassroom Technical Professional Software 109
Slide 111: Differentiated capabilities
Differentiated capabilities • The one-stop solution • Software and subscriptions integrated for ease of use ALL-IN-ONE SOLUTION • Depth and scale of services LED DISPLAY STATS • Technology combined CONTROL SCORING with creativity SOFTWARE CONTENT HARDWARE SUPPORT 110
Slide 112: Long-term profitable growth
By combining our software and expert services, we are ... Embedded with customers + Expandable services + Centralize solutions = Long-term profitable growth 111
Slide 113: Services maintains higher profitability than original equipment
Services maintains higher levels of profitability than original equipment (OE) – Growing services will be a key pillar for profitable growth for Daktronics Relative profitability of products, services, and software Service growth levers Software & service Increase paid software subscribers attachmen
Slide 114: Q&A
Q&A Ramesh Howard Jeremy Jay Jayaraman Atkins Johnson Parker President & Chief Acting Chief Financial Officer Vice President, Commercial Vice President Executive Officer & Chief Transformation Officer High Schools, Park & Rec Live Events & Spectaculars Jody Spencer Judd Sarah Kress Degen Guthmiller
Slide 115: Short break
Short break Please return in 10 minutes 114
Slide 116: Manufacturing Network
MANUFACTURING NETWORK Matt Kurtenbach| Vice President Manufacturing
Slide 117: Global footprint
Global footprint Ennistymon, Ireland Brookings, SD1 6 Sioux Falls, SD Redwood Falls, MN Shanghai, China Manufacturing Saltillo, Mexico 2 plants Headquarters Manufacturing plants 1) Headquarters & plant 2) Scheduled to go live in FY2027 Country with video installation 116
Slide 118: Mexico factory
Mexico factory Opening 2027 117
Slide 119: Global manufacturing, a strategic asset
Global manufacturing, a strategic asset Lead time Tailored Supply chain Quality and control solutions resiliency reliability 118
Slide 120: Operational excellence
Operational excellence Advanced Lean Manufacturing Integrated factory deployment network strategic automation optimization sourcing 119
Slide 121: Advanced automation
Advanced automation Focused investments that improve throughput, precision and scalability • Process automation for repeatability and throughput • Targeted equipment upgrades in high-volume, high-precision areas • Workforce enablement to ensure adoption and consistency 120
Slide 122: Global lean system, locally executed
Global lean system, locally executed Global standard Local execution Business impact Common operating Foot-print specific Scalable impact principles across all decisions based across regions manufacturing plants on role, cost and customer needs 121
Slide 123: Manufacturing footprint optimization
Manufacturing footprint optimization A strategic lever for growth, margin & resistance • Cost Optimize total landed cost • Speed Improve responsiveness to customers • Resiliency Operate confidently across geopolitical environments 122
Slide 124: Integrated strategic sourcing
Integrated strategic sourcing • Maximizing value across entire lifecycle • Providing a strategic profit lever • Managing spend 123
Slide 125: Manufacturing – fueling our growth
Manufacturing – fueling our growth 124
Slide 126: Innovation
INNOVATION Brett Wendler | Vice President Design & Development
Slide 127: Innovation drives quality & revenue
Innovation drives quality & revenue Display systems Control software Tailored solutions 126
Slide 128: Tailored for the application
Tailored for the application 127
Slide 129: Tailored for the application
Tailored for the application 128
Slide 130: Tailored for the application
Tailored for the application 129
Slide 131: Tailored for the application
Tailored for the application 130
Slide 132: Tailored for the application
Tailored for the application 131
Slide 133: Tailored for the application
Tailored for the application 132
Slide 134: Innovation drives quality & revenue
Innovation drives quality & revenue Scalable & integrated solutions, tailored to the application Display systems Control systems Tailored solutions 133
Slide 135: Scaling solutions
Scaling solutions Large custom systems – professional operators Professional sports Show control software 134
Slide 136: Scaling solutions
Scaling solutions Standard system – volunteer operators High school sports Show control software 135
Slide 137: Why integration matters
Why integration matters Accurate Unacceptable • Image quality • System reliability and serviceability 136
Slide 138: Reliability engineering
Reliability engineering • Industry leading testing capabilities • Team of experts 137
Slide 139: Design for reliability
esign for reliability . 7 décembre midi 4 17, 138
Slide 140: Industry & technology trends
Industry & technology trends 139
Slide 141: Resolution trends
Resolution trends Display resolution increases as LED sizes get smaller, LED costs decrease, and processing technology improves. 15 10 3.9 mm mm mm ~1 Million Pixels ~20 Million Pixels ~120 Million Pixels Connecting with the audience NUMBER OF PIXELS Creating immersive experiences 307,200 Pixels 921
Slide 142: Control software
Process Flow Control software High-Level Software is the key that unlocks a customer’s ability to deliver and enhance their message. Create Schedule Display Compounded Effort VS Wide Range Advanced Display of Content Scheduling Network We are focused on making it easy to do all these things at scale
Slide 143: Control software: Amplify the fan experience
Control software Amplify the fan experience Moving from stats to data-driven graphics Time on ice 142
Slide 144: Control software: Camino 8
Control software Moving from stats to data-driven graphics Camino 8 143
Slide 145: Artificial intelligence
Artificial intelligence Change how we and Accelerating our customers work software development Drives efficiency and Will simplify content productivity to market creation and delivery 144
Slide 146: FY 26-28 innovation priorities
FY 26-28 innovation priorities Higher resolution, Easier storytelling Lower power, Scalable control larger canvas across venues longer life outdoor & data integration LCD alternative 145
Slide 147: Key development initiatives
Key development initiatives Display Software • LED expansion into outdoor • Easy tools that enable customers LCD replacement to configure and build themselves • Next Gen Indoor video • Data-driven content for high for Live Events and HSPR school & commercial customers • Advanced data driven graphics
Slide 148: Innovation – technology driving outcomes
Innovation – technology driving outcomes • Amplify the experience and storytelling at scale • Scale solutions tailored to customer applications • End-to-end software and display integration that makes Daktronics the clear choice 147
Slide 149: Driving EPS Growth
DRIVING EPS GROWTH Howard Atkins | Chief Financial Officer (CFO) & Chief Transformation Officer (CTO)
Slide 150: Tracking to target
Tracking to target Disciplined growth, expanding margins, improving returns Revenue Growth | 7-10% CAGR » Value-based pricing » Revenue mix diversification FY2028 » New products/software solutions Operating Margin|10-12% FY2025 » Structural cost reduction across supply chain » High value investment
Slide 151: Operating income growth over 3-year plan period
Operating income growth over 3-year plan period FY25-FY28 scenario outcomes based on 7–10% revenue growth CAGR & 10–12% operating margin [USD m] 140 130 10% revenue growth CAGR, 12% OM 120 121 7% revenue growth CAGR, 12% OM 110 111 100 100 10% revenue growth CAGR, 10% OM 90 93 7% revenue growth CAGR
Slide 152: Earnings per share (EPS)
Earnings per share (EPS) Scenario matrix FY2025-2028 Growth rate Assumptions Operating margin 7% 8% 9% 10% • Constant share count: 12% $1.74 $1.79 $1.84 $1.90 49m • Effective tax 11% $1.60 $1.65 $1.70 $1.74 rate: 22% 10% $1.46 $1.49 $1.54 $1.58 9% $1.30 $1.35 $1.40 $1.45 Street estimates: $1.45/shar
Slide 153: The plan: key drivers
The plan: key drivers Strategic growth Operational excellence Growth vs. Market • Organic growth in core • Enhanced automation • At or above TAM or SAM • Software & services • Lean deployment Innovation/commercialization • Manufacturing footprint • New vertical markets optimization • International g
Slide 154: Today's presenters
Today’s presenters Ramesh Howard Jeremy Jay Jody Jayaraman Atkins Johnson Parker Kress President & Chief Acting Chief Financial Officer Vice President, Commercial Vice President Vice President Executive Officer & Chief Transformation Officer High Schools, Park & Rec Live Events & Spectaculars Projec
Slide 155: Closing Comments
CLOSING COMMENTS Ramesh Jayaraman | President and CEO
Slide 156: Tracking to target
Tracking to target Disciplined growth, expanding margins, improving returns Revenue growth | 7-10% CAGR » Value-based pricing » Revenue mix diversification » New products/software solutions Operating margin|10-12% FY2028 » Structural cost reduction across supply chain FY2025 » High value investment
Slide 157: Capital deployment priorities
Capital deployment priorities Cash and cash equivalents [USD m] 150 144 1 134 137 132 128 Continued organic investments 97 2 82 Inorganic growth expansion 3 Return excess capital to shareholders Q4 Q1 Q2 Q3 Q4 Q1 Q2 Q3 FY24 FY25 FY25 FY25 FY25 FY26 FY26 FY26 156
Slide 158: Value creation roadmap
Value creation roadmap Strategic theme Revenue growth CAGR Margin improvement 1A Accelerate organic growth in core +HSD% Growth in line with +LSD underlying markets 1B Expand to new vertical markets +LSD +LSD Software & services innovation and 1C commercialization +LSD +LSD 1D International growth +
Slide 159: Management team
Management team Ramesh Brad Howard Sheila Jayaraman Wiemann Atkins Anderson President & Executive Acting Chief Financial Officer & Chief Data & Chief Executive Officer Vice President Chief Transformation Officer Analytics Officer Bradley Brett Jay Jeremy Jody Drummond Wendler Parker Johnson Kress Vi
Slide 160: Q&A
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