Liveone, Inc. · NASDAQ:LVO
Liveone — LiveXLive Media — Investor Presentation (April 2021)
24 slides from Liveone's investor presentation, Apr 6, 2021
Slide 1: Investor Presentation April 2021
Investor Presentation April 2021 1
Slide 2: Safe Harbor
SAFE HARBOR 2 The information in this presentation is provided to you by LiveXLive Media, Inc . (the “Company”) solely for informational purposes and is not an offer to buy or sell, or a solicitation of an offer to buy or sell, any security or instrument of the Company, or to participate in any inve
Slide 3: LiveXLive at a Glance
LiveXLive at a Glance We give fans, brands, and bands the best seat in the house Lis t en • The only all - in - one global streaming platform dedicated to streaming of live music, entertainment, podcasts, audio and video content • Delivers live entertainment to millions of fans in 220+ countries • O
Slide 4: Premium Content with Global Reach
1M+ 1 Paid Subscribers (03/31/21) Premium Content with Global Reach 3.2B+ Audio Listens since 01 / 0 1 / 2 0 158 Livestreamed Music Events since 01/01/20 1,780+ Artists Streamed since 01/01/20 220+ Countries Reached by Live Music Streaming 300M+ people reached via 24 - hour OTT streaming channel 1,1
Slide 5: Investment Highlights
Investment Highlights Multiple monetization paths and levers to drive sustainable growth Growing library of original content and exclusive content partnerships LiveXLive’s model addresses five large market verticals Global network of distribution and channel partners 3 4 5 6 Distinguished Board of D
Slide 6: A Leading All-in-One Streaming Artist Platform
• Leading premium music & live streaming platform featuring 158 events & 1,780+ artists • Pay - per - view platform allows artists to perform digital concerts with innovative features • 24 - hour linear OTT streaming channel reaches 300M+ households • Nearly all new Tesla EVs sold in the U.S. comes
Slide 7: Flywheel Strategy Creates Superior Value Proposition
Attract, produce and create differentiated and exclusive content 1 Host live concerts and pay - per - view events to expand audience reach 2 Utilize actionable audience data and insights to improve experience 3 All - in - one content platform enhances user engagement & retention 5 Multiple monetizat
Slide 8: Unrivaled Capabilities Across Audio, Video, and Live Events
8 Sources: Company filings, Company websites Audio streaming Live music streaming M usic e v e nts 1 Unrivaled Capabilities Across Audio, Video, and Live Events Audio streaming Ad - s u p p o rted x x x x x x x x x Subscription x x x x x x x x x x Podcasts x x x x x x x x
Slide 9: Successful M&A Strategy Drives Diversified Revenue Base
Multifaceted revenue streams anchored by recurring subscription revenue 2 Successful M&A Strategy Drives Diversified Revenue Base Revenue composition as of 12/31/19 Revenue composition as of 12/31/20 94% 6% Subscription Advertising Merchandising Ticket / Event 44% 40% 11% 1% Sponsorship & Licensing
Slide 10: Multiple Monetization Paths and Levers to Drive Sustainable Growth
3 Multiple Monetization Paths and Levers to Drive Sustainable Growth Merchandise target superfans with large addressable market Leverage existing platform and artist relationships Podcasts capture fast - growing market and non - music share of time Broaden offering to advertisers and diversify reven
Slide 11: Growing Library of Original Content and Exclusive Content Partnerships
Highly - rated Originals • Weekly music and celebrity news show • Traveling studio that originates from live music events and festivals • Highlight events by showcasing exotic locales, unique venues, and artist backstories • 72 - hour live streamed music festival (Mar 26 – 28, 2021) • Featured 130 a
Slide 12: LiveXLive's Model Addresses Five Large Market Verticals
LIVE EVENTS Source: IFPI, BBC, Billboard, eMarketer, Facebook Live, Forbes, The Verge, Statista, Nielsen, Broker research LIV E S T R E A M MERCHANDISE MUSIC SUBSCRIPTIONS Over 3.8 billion smartphone users projected globally by this year 1.6 Billion 3.8 Billion 2014 2021 5 LiveXLive’s Model Addresse
Slide 13: Global Network of Distribution and Channel Partners
6 Global Network of Distribution and Channel Partners Desktop Mo b ile O T T 13 Over 220 countries reached by Live Music Streaming
Slide 14: World-Class Management Team
Robert Ellin Chairman & CEO Over 30 years of investment and turnaround experience, deep relationships in media and entertainment, prior public company experience as Executive Chairman of Mandalay Digital Dermot McCormack President Renowned music industry executive, with expertise from content develo
Slide 15: Distinguished & Experienced Board of Directors
Ramin Arani Independent Dire c to r Former lead manager of Fidelity’s Puritan Fund and current Board member of Vice Media, Ellen Digital and Opportunity Network Patrick Wachsberger Independent Director Founder and CEO of Picture Perfect Entertainment and former Chairman of Lionsgate Films Steven Bor
Slide 16: Financial and Operating Highlights
Financial and Operating Highlights $7 $34 $39 2018 2019 2020 2021 2022 Strong Revenue and Subscribers Growth Diversifying Revenue Streams CAGR: 95% • Ability to monetize content via multiple channels as business scales • Recent accretive transactions accelerate path to profitability • Expects to gen
Slide 17: Financial Outlook
($M) FY21 FY22 Revenue $64.5 – $65.5 $100 – $110 1 Adjusted Operating (Loss) / Income ($5.0) – ($2.5) $1.5 – $3.0 1 Capital Expenditure $3 – $5 – Livestream Events Expected to livestream 135+ music festivals and events – 17 Financial Outlook 1 Assumes no revenue from live events
Slide 18: Appendix
App e ndix
Slide 19: LiveXLive platform overview
• Pay - per - view (PPV) platform allows artists to perform digital PPV concert(s) with innovative digital features, such as virtual meet & greets, behind the scenes access, and real - time unique and collectible merchandise offerings • Multiple monetization avenues including subscription, advertisi
Slide 20: Slacker Radio
LiveXLive’s Slacker Radio is a subscription music streaming service offering songs and access to expertly crafted stations, podcasts from PodcastOne, livestreamed video and on - demand programming, and livestreamed festivals, concerts and pay - per - view (PPV) events • Ranked as the best quality mu
Slide 21: PodcastOne
• Acquired in July 2020 • Revenue of $27.5 million in CY2019 • Exclusive podcasters include Adam Carolla, Pitbull, Brett Favre, “Stone Cold” Steve Austin, Michael Irvin, Lady Gang, and Mike Tyson • Networks include Sports Network, Woman of Podcasting, etc. • Recently created the new Vodcast Network,
Slide 22: Merchandise business
• Acquired in December 2020 • Direct - to - consumer commerce platform • Create, manufacture and distribute unique and limited - edition personalized clothing, jewelry, toys as well as virtual goods • Intends to partner with artists and stars from the music, podcast and entertainment industry with m
Slide 23: React Presents
• Full - service club, concert, and festival promotion company • Produces 300+ club and theater events annually across the Midwest • Feature world - class festivals such as Spring Awakening Music Festival & Mamby on the Beach • React Presents team is fully integrated into the LiveXLive ecosystem inc
Slide 24: IR@LIVEXLIVE.COM
NASDAQ: LIVX | IR@LIVEXLIVE.COM