Audinate Group Ltd. · ASX:AD8
Audinate — Shareholder Meeting (November 2018)
15 slides from Audinate's shareholder meeting presentation, Nov 15, 2018
Slide 1: 2018 Annual General Meeting
2018 Annual General Meeting For personal use only 15 November 2018
Slide 2: Audinate 2018 Annual General Meeting - Agenda
Audinate 2018 Annual General Meeting - Agenda •Welcome – Roger Price For personal use only •CEO’s Presentation – Lee Ellison •Formal Business – Notice of Meeting and Voting Procedure – Financial Reports, questions and comments – Resolutions 1 - 4 •Meeting close 2
Slide 3: Chief Executive Officer Address
For personal use only Chief Executive Officer Address Lee Ellison 3
Slide 4: Audinate: bringing the IT revolution to the AV industry
Audinate: bringing the IT revolution to the AV industry Dante technology distributes audio signals across computer networks For personal use only The Dante Audinate is the leading supplier of digital audio networking for the platform is used Professional AV industry in thousands of installations Mel
Slide 5: Audinate – performance
Audinate – performance For personal use only Share Price (indexed) Revenues (AUD$M) Share Price since IPO $4.50 25.0 $4.00 20.0 $3.50 15.0 $3.00 $2.50 10.0 $2.00 5.0 $1.50 $1.00 0.0 FY14 FY15 FY16 FY17 FY18 Audinate Small Ords ASX 300 IT 5
Slide 6: A year in review – FY18
A year in review – FY18 A$1.0m For personal use only A$19.7m 75% A$0.6m A$2.5m Revenue Gross Margin EBITDA NPAT up from a loss Net cash from FY17 ($20.2m) operating activities FY18 Achievements First full year as a listed Record revenue growth and Geographic expansion of our Company positive EBTIDA
Slide 7: FY18 – Operational progress
FY18 – Operational progress 39% 38% 58% 438 18,000+ For personal use only OEM product growth in growth in Dante OEMs people trained growth to 1,639 chips, cards & modules software units licensed Dante on Dante this year Dante AVIO adapters began Dante Domain Manager Video technology shipping softwar
Slide 8: Dante Case Studies
8 For personal use only Dante Case Studies
Slide 9: Big Four Bank in China
”Big Four Bank in China” Beijing, China For personal use only Problem before Dante Solution with Dante Difficult room acoustical characteristics More evenly distributed sound Poor speech intelligibility High quality audio from every seat Make sure everyone’s voice is heard 9
Slide 10: Target Field - Minnesota Twins - Minneapolis, MN
Target Field- Minnesota Twins - Minneapolis, MN For personal use only Problem before Dante Solution with Dante Every control room was a separate system Any area can be connected into one system Installation of conduit & cabling too expensive Connect audio from anywhere to anywhere “Dante allows me t
Slide 11: Columbus Zoo and Aquarium - Columbus Ohio
Columbus Zoo and Aquarium - Columbus Ohio For personal use only Problem before Dante Solution with Dante Reconfiguring audio would take 2 days Audio sources can be changed in minutes System was difficult to maintain Segment zones making it easy to maintain “Domain Manager combats any unintended chan
Slide 12: FY19 – Update & Priorities
For personal use only FY19 – Update & Priorities 12
Slide 13: First quarter FY19 update
First quarter FY19 update Cash collections since IPO A$m For personal use only • Record first quarter result for cash collections 6.8 • Strong growth in core business + good initial uptake of adapters 5.9 • Customers billed in USD = favourable impact on collections • Sales demand & pipeline necessit
Slide 14: Audinate will continue to invest in growth initiatives to drive future revenue
Audinate will continue to invest in growth initiatives to drive future revenue For personal use only • Geographically expand of sales and support teams • Broaden the suite of core Dante products to accelerate penetration within OEMs • Continue the roll-out of Dante Domain Manager and Dante AVIO adap
Slide 15: Important notice and disclaimer
Important notice and disclaimer Disclaimer Past performance IFRS and may be calculated differently by other companies. For personal use only To the maximum extent permitted by law, none of the Past performance information, including past share price Market share information Audinate Group Limited or