Elsight Ltd. · ASX:ELS
Elsight — Investor Presentation (February 2023)
19 slides from Elsight's investor presentation, Feb 1, 2023
Slide 1: Investor Webinar Presentation
ASX Announcement 1 February 2023 Investor Webinar Presentation For personal use only Elsight Limited (ASX: ELS) ( ‘Elsight Ltd’, ‘Elsight’ or ‘the Company’), is pleased to release the following investor presentation for the quarterly results webinar scheduled for 5.30 pm today, 1 February 2023. A re
Slide 2: Investors presentation February 2023
For personal use only Investors presentation February 2023
Slide 3: Disclaimer
Disclaimer For personal use only This presentation has been prepared by Elsight Limited. (“Elsight” or the “Company”) The information presented in this presentation is subject to change without notice and based on information available to it as at the date of this presentation. The information in El
Slide 4: Goldman Sachs quote on drones
For personal use only “Like the internet and GPS before them, drones are evolving beyond their military origin to become powerful business tools. They’ve already made the leap to the consumer market, and now they're being put to work in commercial and civil government applications from firefighting
Slide 5: Elsight Halo Core Technology
Elsight Halo Core Technology For personal use only
Slide 6: ELS Highlights
ELS Highlights For personal use only Proprietary technology Substantial nascent Product validation - key Multiple growth solution market opportunity partners’ adoption engines Our unique software and As the unmanned industry ‘Design wins’ with multiple Scalable, repeat hardware solutions is rapidly
Slide 7: Drone Industry Forecast
Drone Industry Forecast For personal use only Defence Enterprise Consumer Public Safety Logistics Passenger Commercial UAV (Unmanned Aerial Vehicle) ILLUSTRATIVE Market Size, By Region, 2016-2028, (USDB) Middle East & Africa Latin America Asia Pacific Europe North America 33 29 17 16 11 8 4 5 5 3 3
Slide 8: Elsight Within the Drone Sector
Elsight Within the Drone Sector For personal use only Similar to the PC market, where Intel has successfully branded “intel inside” while being agnostic to the PC brand – Elsight is applying the same concept to the UAV BVLOS market to have “Halo inside”, ensuring absolute connection confidence acros
Slide 9: Our Pathway to Market
Our Pathway to Market For personal use only FAA Standard Growth Potential 'High customer retention, companies Elsight grows organically as our partners must continue using critical components grow, with minimal to none sales cost or like the Halo to keep type certificates and efforts FAA waivers onc
Slide 10: For personal use only
For personal use only 22 3 1 20 14 9 1
Slide 11: Optimizing Revenue Growth
Optimizing Revenue Growth For personal use only Profitable models Tiering Increase Additional Services *ARPU Remote ID Coverage map uploading Connectivity as a Service Capped Demand * ARPU = Average Revenue Per Unit
Slide 12: Revenue Models – One-Time sale
Revenue Models – One-Time sale For personal use only Building revenue through hardware, software, and services Halo Hardware Data Usage (App. Based) Cloud Service & SLA (Recurring Quarterly Revenue) (Recurring Annual Revenue)
Slide 13: Revenue Models – Halo as a Service (Subscription)
Revenue Models – Halo as a Service (Subscription) For personal use only Growing with our customers and aligning with their business Cloud Service & SLA • Aligned with customers’ business model -> drive growth • Lower Financial Risk Halo Hardware • One-Stop-Shop for connectivity E-2-E • Lifetime warr
Slide 14: Revenue Models – One-Time Vs Subscription
Revenue Models – One-Time Vs Subscription For personal use only Recurring Income out of total USD $300K One-Time Vs Subscription over time $245K $250K $218K $200K $183K $177K $150K $193K $206K $100K $181K $171K $50K $52K $0K $2K $7K $13K 2023 2024 2025 2026 Q1 Q2 Q3 Q4 One-Time Subscription Recurrin
Slide 15: So who are our customers?
So who are our customers? For personal use only Platform Manufacturer Service Providers/ Operators End Customers with Custom needs Those that manufacture the drones/ The companies who provide the Enterprises, government organizations robots and sale them to operators/ end services to the end custome
Slide 16: World Class customer satisfaction
World Class customer satisfaction For personal use only
Slide 17: Deployment as we speak- partners headlines
Deployment as we speak- partners headlines For personal use only
Slide 18: Accelerating Growth, Unlocking value
Accelerating Growth Unlocking value For personal use only
Slide 19: THANK YOU
For personal use only THANK YOU