Audinate Group Ltd. · ASX:AD8
Audinate — Shareholder Meeting (October 2022)
14 slides from Audinate's shareholder meeting presentation, Oct 25, 2022
Slide 1: Dante Video 101
Dante Video 101 (Audinate 2022 Annual General Meeting) 25 October 2022 2022 Annual General Meeting Audinate Confidential | 1
Slide 2: Contents
Contents 1. Audinate advantages in video 3 2. Market opportunity 4 3. Overview of video industry 5–8 4. Dante video products 8–11 5. Audinate video team 12 6. FY23 video priorities 13 25 October 2022 Dante Video 101 Audinate Confidential | 2
Slide 3: Audinate advantages in video
Audinate advantages in video Audinate entered the video market having established Dante as the pre‐eminent audio networking solution: Dante AV in a nutshell • Dante is the de‐facto standard in audio AV professionals want: • Video networking that works like Dante audio • Premium Dante brand, widely r
Slide 4: Market Opportunity
Market Opportunity Audinate Total Addressable Market (‘TAM’)* Based on Futuresource research the TAM for video is estimated at A$400m (research underway to refresh TAM) Audinate share of Audio Market estimated at 7-8% Audio Video market is fragmented, and the incumbent point to Networking point tech
Slide 5: Video market is fragmented
Video market is fragmented Video signals have a much larger data rate than audio signals Speed Cost Video compression is required video signals are 3‐18Gb/s Video codec compared to standard 1Gb/s ethernet cables trade‐offs Video codecs compress video signals, reducing the data rate Data Quality Ma
Slide 6: Industry Landscape
Industry Landscape Management & Example Multiple Networked Mac & PC Comments Video over IP Interoperable Configuration Price Point Companies Codecs Audio Software Software • de‐facto standard in audio networking Low cost to Dante Video Audinate ✔ ✔ ✔ ✔ ✔ ✔ • multiple price / quality Expensive offeri
Slide 7: OEM and ODM manufacturing approaches
OEM and ODM manufacturing approaches Original Equipment Manufacturer (OEM) Original Design Manufacturer (ODM) Video chip OEM product OR OEM product OEM product company design design requests reference designs ODM product (Aspeed, design Semtech etc) ODM manufacture Contract In-house White-label prod
Slide 8: Dante Video and Audio Platform
Dante Video and Audio Platform AV Configuration & Management • Dante Controller • Dante Domain Manager • Dante Cloud Audio Visual Integrators, Professionals & Consumers AVIO Network Adaptors Audio & Video Software Tools • Analogue • Dante Studio (AV) • USB / Bluetooth • Dante Virtual Soundcard • Dan
Slide 9: Dante Video Products
Dante Video Products Dante AV Chips & Modules Dante AV Ultra Viper Dante AV‐H Dante Studio • Dante AV Ultra and Viper are premium products targeting live venues, broadcasters, corporate board rooms and university lecture spaces. Studio Dante Software • Dante AV‐H enables existing mainstream products
Slide 10: Dante AV-H: Dante + H264 Codec
Dante AV-H: Dante + H264 Codec • Announced in September at IBC 2022 along with 1 9 licensees (5 of top 14 PTZ companies ) • Expect OEM product availability in early 2023 PTZ Camera market1 • A small but critical part of video market Software solution for OEMs to develop fully manageable • ~240,000 P
Slide 11: Audinate video team
Audinate video team • Development team of 20+ people across 2 sites UK (Cambridge) & Belgium (Louvain la Neuve) • Capability covers video compression, FPGA, hardware design and video software capabilities • Critical mass in the European time zone – access to video engineering talent pools • Audinate
Slide 12: Video priorities
Video priorities 1. Release Dante AV‐H 2. Release 2 additional components to Dante Studio 3. Video endpoint support in Dante Domain Manager FY23 Priorities 4. Manufacturers to release more Dante video products 5. Target >10,000 end points in FY23 6. Target > US$3m in video revenue in FY23 FY23 prior
Slide 13: Complete Dante AV Ecosystem
Complete Dante AV Ecosystem • Extended Dante Ecosystem with audio, video and control Dante AV products are now shipping! PTZ Cameras, Encoders and Decoders, Dante Studio and more • 100% Interoperability with 3500+ audio product ecosystem Separate routing for audio, video and control gives freedom fo
Slide 14: Important notice and disclaimer
Important notice and disclaimer Disclaimer Past performance The non-IFRS measures do not have any standard Past performance information, including past share price definition under IFRS and may be calculated differently To the maximum extent permitted by law, none of the information, given in this p