Zedge, Inc. · AMEX:ZDGE
Zedge — H.C. Wainwright 6th Annual Israel Conference (November 2020)
13 slides from Zedge's conference presentation, Nov 12, 2020
Slide 1: Company Overview
25cnZz ZEDGE Company Overview November 12, 2020 ezez “Ur ‘aD0gZ Ea HCW H.C.WAINWRIGHT&CO. 6th Annual Israel Conference
Slide 2: Safe Harbor Statement
Safe Harbor Statement This presentation contains statements that are, or may be considered to be, forward-looking statements. All statements that are not historical facts are forward-looking statements and such forward-looking statements are statements made pursuant to the Safe Harbor Provisions of
Slide 3: About Zedge
About Zedge Zedge is a leading app developer focusing on the mobile phone personalization and entertainment verticals. With more than 450 million organic installs and 32 million monthly active users, “Zedge Wallpapers and Ringtones” is all about identity. We're the hub for self-expression used by mi
Slide 4: Highlights
Highlights lw onthly Active Users for lowering CAC Disciplined Financial Management Cashflow positive for past 4 quarters; $5.1MM in cash, virtually no debt, no warrants; $5.6MM in NOLs r focusing on mobile phone personalization and Growth Opportunities Pipeline of new apps (iOS / Android); Flagship
Slide 5: Attractive User Base
ttractive User Base 32,000,000 sustomers use the Zedge app, nthly, to personalize their phone ‘Meet The Users BY GENDER (US) 56% 44% BY AGE (GLOBAL) HOUSEHOLD INCOME 13-17 (US) 18-24 <$25K 25-34 56-44 $25K - $39K 45-54 $40k - $59K a $60K - $74K $75k - $99K >$100K BY CONTINENT OUR USERS ARE... ETHNIC
Slide 6: Zedge Flagship
Zedge Flagship Powerful and flexible platform 828282888 28a8e SO Press SEO Zedge App 5 “ e a w c 5 g 3 S 4 4 f = S & é & € 2 = =) = i 2 & id c 8 “ S Do 2 wa ° 3 2 4 Search & Analytics / Marketplace Marketing Discovery BI Tools Self Publishing CMS Monetization/ APIs Tools eCommerce Zedge Publishing P
Slide 7: A Publishing Platform Made for Artists
A Publishing Platform Made for Artists Reach Tens Of Millions Of Users A Week. Start Making Money Immediately. No Strings Attached. Video Dedicated Ringtones & Wallpapers Storefront Notification Sounds Premium Marketplace: «Hub for personalization, social, and fandom art «Ideal for established and u
Slide 8: Shortz
esses) Your Quick Diversion Addictive bite-sized stories to feed your widest intrest. Short form, serialized chat fiction Genres that lend themselves to spellbound storytelling Image d summaries that provoke the imagination tap each <Pooor Paper Episode Next episode Shortz Unlimited Unlock stories a
Slide 9: Financial Overview
cial Overview Revenue Gross Margin % a 90% 85% $1,000 90 » i 2 2 @ P wm Se ee Oe Cerf F&F &F S&S eC fF & te he ot Income/(Loss) from Operations Cash + Net Receivables - Net Payables $500K $6,000 $250K i —_ $ok = $4,000 ($250)K ($500)K ($750)K $2,000 ($1,000)k ($1,250)K $0 2 2 PP RP iP 2 © © © 2 @ Ce
Slide 10: Zedge Flagship
Zedge Flagship wth and solid financials mprovements tory optimization e exchange Subscription Option - Weighted toward annual subscriptions « Annual renewal rate >40% e Marketing and pricing Demonstrable Results « Paid subscribers growing by ~100K/quarter « MAU grew by 11% QoQ « ARPMAU grew by 29% Q
Slide 11: Governance And Investor Profile
Governance And Investor Profile Renowned board members with pedigree in mobile, entertainment, and value creation n0szZ 3 i 3 Ly 8 8 Insider Ownership* Michael Jonas 15.2% Howard Jonas 1.3% Management & ESOP 85% Board of Directors 21% Insider Ownership 27.1% “As of October 31, 2020, on a fully dilut
Slide 12: Key Takeaways
Key Takeaways Opportunities abound to grow our business and enrich our valuation AnATAT Large and Loyal Customer Base FY ’21 Goals * Targeting revenue growth in excess of 20% « Continued positive cashflow « Ongoing profitability « Product diversification - User growth AZ ezez ‘our ‘3003Z 12
Slide 13: Thank you!
ZEDGE Thank you! Jonathan Reich, CEO +1.330.577.3424 jonathan.reich@zedge.net Ed HCW H.C.WAINWRIGHT&CO. 6th Annual Israel Conference 6 55636 | p Googe Py |
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