Net Insight Ab Class B · OMXSTO:NETI_B

Net Insight Ab Class B — Shareholder Meeting (May 2021)

16 slides from Net Insight Ab Class B's shareholder meeting presentation, May 7, 2021

  1. Slide 1: Annual General Meeting CEO presentation

    Annual General Meeting CEO presentation Crister Fritzson, CEO May 7th, 2021

  2. Slide 2: Agenda

    Agenda 2020 & Q1 2021 In brief Market transformation Growth strategy Financial targets 2

  3. Slide 3: Covid-19

    Covid-19  The Covid-19 situation had a negative impact on the 2020 results  Large events like Olympics and Euro-2020 pushed to 2021, and deals postponed rather than cancelled  Strategy to prioritize strategic R&D projects  Active cost management, incl. staff furlough and non-staff cost reduction

  4. Slide 4: 2020 - Q1 2021 In brief

    2020 - Q1 2021 IN BRIEF Divestment of Sye Live OTT platform to Acquisition of Aperi – a virtualized IP Media Amazon Prime 350 MSEK platform Increased commercial New company strategy, activity and maintained leadership team and high rate of product organization development Divestment of ScheduALL to

  5. Slide 5: Q1 summary

    Q1 summary  Continued growth in the first quarter  Net sales of 77.9 (76.0) MSEK, YoY growth of 2.6%. In comparable currencies increase by 11.6%  Positive Operating earnings of 3.1 (4.8) MSEK  Positive Cashflow of 14.1 (245.4) MSEK  Divestment of ScheduALL  Important step towards focused opera

  6. Slide 6: Agenda

    Agenda 2020 & Q1 2021 In brief Market transformation Growth strategy Financial targets 6

  7. Slide 7: Market drivers for increased video transport

    Market drivers for increased video transport Increased network capacity More live sport hours Accelerated trend towards from camera to consumer produced and transported remote production SD Winter Olympics coverage (‘000s hours) On-site Production (1 produced feed per venue) 5,55X OB van 180 160 ..

  8. Slide 8: Market transformation drives growth

    Market transformation Transformation to Migration to OTT & social drives growth IP studios & remote workflows software & cloud- based service drives new content creation opportunities New segment New Increase in media opportunities & infrastructure & processing & integration of product upgrades stre

  9. Slide 9: Agenda

    Agenda 2020 & Q1 2021 In brief Market transformation Growth strategy Financial targets 9

  10. Slide 10: The Net Insight journey – Growth strategy

    The Net Insight journey – Growth strategy Phase 3: Phase 2: Expand and grow in Impact Grow share and reach full adjacent market segments Phase 1: potential in core markets Set internal foundation Develop M&A strategy and direction Evaluate and prioritize adjacent market segments Expand solutions off

  11. Slide 11: Strategy

    Strategy Grow in core business Media Networks Grow in cloud-based solutions and remote production Improve commercial execution and portfolio competitiveness Transition towards increasing software, recurring revenue and solution sales – New price model Strategic partnerships - Wipro and Simplylive Ad

  12. Slide 12: Time synchronization

    Time synchronization  Evaluating our unique Time Transfer used in Media and DTT networks for new markets  ATKearney 5G Market Report in 2020 estimates 5G Sync market to ~3-5% of total 5G rollout cost, up from 0,2-1% in 4G  Vinnova Innovation study performed with KTH Royal Institute of Technology

  13. Slide 13: Agenda

    Agenda 2020 & Q1 2021 In brief Growth strategy Market transformation Financial targets 13

  14. Slide 14: Financial Targets 2021-2025

    Financial Targets 2021-2025  Net Sales Growth – During the period 2021-2025, Net Insight will achieve an average annual organic Net Sales growth of at least 10%  Increased focus on core business  Continued investments in product development (IP, ST 2110, Nimbra Edge etc)  Continued investment in

  15. Slide 15: Thank you!

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  16. Slide 16: Sign up for the Open Insight newsletter

    Sign up for the Open Insight newsletter www.netinsight.net/open-insight

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