Photomyne Ltd · TASE:PHTM
Photomyne — Q1 2022 Earnings Presentation
16 slides from Photomyne's earnings presentation, Apr 10, 2022
Slide 1: Investors presentation
Investors presentation Voluntary report - Q1 2022 summary April 10, 2022
Slide 2: Legal Clarification
Legal Clarification This Presentation of Photomyne (the “Company”) was prepared as a general presentation It is clarified that some of the information included in the presentation constitute with respect to the Company, for summative and convenience purposes only and the management information which i
Slide 3: Photomyne - technology-based platform enhancing family experiences
Photomyne - technology-based platform enhancing family experiences By: AI & ML SAAS Mobile technology model Platform Artificial Recurring 16 intelligence revenues applications and machine from learning subscriptions 3 3
Slide 4: Snapshot
Snapshot 469K 32.5M 326M As of the Paying Accumulated Backed-up date of the subscribers presentation: downloads photos +34% +41% +32% $14.6M $4.9M 16 As of March Cash, cash Collections Applications 31, 2022: equivalents and short-term B2C & B2B 4 New deposits +36% applications * The comparison was m
Slide 5: Continuous growth trajectory
Continuous growth trajectory Paying subscribers Accumulated downloads +34% +41% 469K 32.5M 425K 30.0M 350K 23.0M As of As of As of the As of As of As of the March 31, December 31, date of the March 31, December 31, date of the 2021 2021 presentation 2021 2021 presentation Backed-up photos Collection
Slide 6: A platform for preserving and cultivating family memories
A platform for preserving and cultivating family memories A family nostalgia platform that combines advanced technology with a simple user experience. The nature of the content created in Photomyne leads to an emotional connection that entices users to return to the platform over and over again. 6
Slide 7: Photomyne's products
Photomyne's products Applications for fast and high-quality digitization of various formats: photos, albums, slides, negatives, and childrens’ artwork. AI-based preservation and enhancement of photos: colorizing black and white photos, identifying similarities between family members, sharpening and
Slide 8: Management and Board of Directors
Management and Board of Directors Founders and directors: Nir Tzemah Yair Segalovitz Omer Shoor Natalie Rodrig-Verter CEO Finance and BD R&D Product and design Ex-Samsung, Ex-Google. Ex-Deutsche Bank, Ex-Samsung. Ex-HP Software. Founder of LabPixies (acquired Ex-Goldman Sachs. Specializes in image p
Slide 9: Collections growth, US dollars in millions
Collections growth, US dollars in millions $4.9M B2B - $550K +36% $3.6M B2C B2C $4.35M $3.60M Q1 2021 Q1 2022 ($14.9M collections in 2021) * Non-GAAP, for the definition of collections, see section 7.3 in Chapter A to the Company's 2021 financial report. 9 B2B collections include the cash received as
Slide 10: Returning users - a significant component of Q1 2022 collections
Returning users - a significant component of Q1 2022 collections Q1 2022 collections by years during which $214K 2015-17 users became active for the first time, iOS $208K 2018 only** $203K 2019 57% of collections from $605K 2020 iOS in the first quarter of 2022 are from returning users* $3,624K $822K 2
Slide 11: Investment yields recurring collections
Investment yields recurring collections After 21 months After 15 months After 9 months After 3 months According to the company's calculations, X 2.6 X 1.6 X 1.0 X 0.7 based on data as $ 1 invested in the $ 1 invested in the $ 1 invested in the $ 1 invested in the received from the app first half of 2
Slide 12: Subscribers stay with Photomyne over time
Subscribers stay with Photomyne over time 469,000 Paying subscribers 27% Paying Subscriber’s tenure: subscribers First year 47% In their third year or more Second year Paying subscribers In their first year Third year or more 26% Paying subscribers In their second year 12
Slide 13: Collections from a variety of applications - Q1 2022
Collections from a variety of applications - Q1 2022 The scope of collections in the company's main applications out of the total collections of the company (in %) 20.0% Photo Scan (iOS) Photo Scanner Plus (iOS) SlideScan (iOS) 8.0% 51.9% FilmBox (iOS) Other Apps 13.6% 6.2% 13 * As of March 31, 2022
Slide 14: Commercial agreement (B2B)
Commercial agreement (B2B) Agreement with Ancestry, a renowned international technology company with revenues of over $1 billion*, controlled by the Blackstone Investment Fund*. Guaranteed payment of $700k and additional usage-based amounts. This agreement constitutes: - - A significant validation to
Slide 15: New and evolving channel: Amazon sales
New and evolving channel: Amazon sales The increase in sales from Photomyne’s Amazon online store in the first quarter of 2022 compared to the corresponding quarter last year x11 $342K $239K $22K Q1 2021 Q1 2022 2021 * At this stage, the annual sales volume from the company's online store on Amazon i
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