Slide 1: Q1 2025 Revenue
A P R I L 2 4 , 2 0 2 5 Q1 2025 REVENUE VISIOCONFERENCE Confidential & proprietary
Slide 2: Disclaimer
DISCLAIMER This presentation does not constitute or form part of and should not be construed as any offer for sale of or solicitation of any offer to buy any securities of Ateme, nor should it, or any part of it, form the basis of or be relied on in connection with any contract or commitment whatsoe
Slide 3: Presenters
PRESENTERS Michel ARTIÈRES Véronique COULMANN Founder & Chief Executive Officer Chief Financial Officer Degree in Engineering from SUPELEC, PARIS, with Degree from Sup de Co (Poitiers) a specialization in signal processing MBA from Seattle University and telecommunications D.E.S.C.F - Certified Publ
Slide 4: Who we are
Who we are Confidential & proprietary
Slide 5: The Video Delivery Leader
THE VIDEO DELIV ERY LEADER Listed since 2014 Ateme enables content providers, service providers and streaming platforms to captivate their audiences with a superior Quality of Experience, so they can boost €93.5m in 2024 viewership engagement, acquire new customers, and unleash new monetization pote
Slide 6: Quickly evolving market: from traditional TV to streaming
QUICKLY EVOLV IN G MARKET: FROM TRADITION AL TV TO STREAMIN G Streaming platforms SVOD, AVOD, virtual video distributor Digital Experience & E-commerce OTT streaming services to multiscreen CDN, cDVR 5G Broadcast Viewers Pay-TV services Contribution Distribution to set-top box Content provider Servi
Slide 7: Ateme unique position with end-to-end stack
AT E M E U N I Q U E P O S I T I O N W I T H E N D -TO - E N D STAC K Broadcast OTT Contribution DVR Storage Ad Insertion Delivery Headend Headend x x x x x x x x x x x x x x x x x x x x x x x Cloudfront Analytics x x x x x x x x x Confidential & proprietary 7
Slide 8: Ateme engaged in corporate social responsibility
AT E M E E N G A G E D I N C O R P O R AT E “ Make the SOCIAL RESPONSIBILITY entertainment and video experience captivating, greener, and accessible to everyone ” A CSR policy led by the COO in direct contact with the Executive Committee and fully integrated into the company’s overall strategy Alrea
Slide 9: Q1 2025 Revenue
Q1 2025 REVENUE Confidential & proprietary
Slide 10: Activity
ACTIVITY €100.0m €93.5m €90.6m €78.8m Q1 2025: €70.1m 30.3 €18.4m €66.3m €56.5m +4% €48.6m 22.4 +3% at constant €37.5m exchange rate €28.6m 23.0 17.7 18.4 2015 2016 2017 2018 2019 2020 2021 2022 2023 2024 2025 Q1 Q2 Q3 Q4 Return to growth in Q1 2025 is an encouraging sign, even if the pace remains m
Slide 11: Q1 2025 revenue split and growth by region
Q1 2025 REV EN UE SPLIT AND GROWTH BY REGION Q1 2025 REVENUE Q1 2025 REVENUE SPLIT BY REGION GROWTH BY REGION LATAM €2.2m 12% EMEA €7.4m USA/CAN +15% EMEA -17% APAC 40% +14% -17% €3.0m (at constant exchange rate) (at constant exchange rate) 17% LATAM +20% +18% APAC +53% (at constant exchange rate) +
Slide 12: Building lasting growth, one recurring dollar at a time
BUILDIN G LASTIN G GR O WTH, O N E R E CUR R IN G DO LLAR AT A TIM E Multi-Year investment SaaS and Maintenance MRR, Contracts Subscription in € thousands 2.954 2.708 Monthly Recurring Revenue (MRR) 2.443 2.470 1.960 1.500 Increased visibility with secured revenues 880 Higher resilience in crisis 57
Slide 13: Outlook & Strategy
Outlook & Strategy Confidential & proprietary
Slide 14: Ateme recognized by the industry
AT E M E R E CO G N I Z E D B Y T H E I N D U ST RY Link Link Ateme only, and none of our direct cometitors, is listed in Devoncroft’s 2024 “Big Broadcast Survey” amongst the 30 highest ranked suppliers for several metrics including ‘Vision of the Future’ and ‘Global Net Change of Opinion’ Confident
Slide 15: Hottest demos @ NAB 2025
HOTTEST DEMOS @ N AB 2025 More efficient video compression: Ateme leading the race in the 3 majors compression standards (AVC, HEVC, and AV1), as confirmed by a major global streaming platform Moving content distribution from Satellite to IP/OTT: Leveraging OTT technologies for greater flexibility a
Slide 16: A USD 2.5B market, growing at a CAGR of 2.7%
A USD 2.5B MARKET, GROWING AT A CAGR OF 2.7% +2.7% CAGR 2,591 2,510 2,429 2,348 2,266 2022 2023 2024 2025 2026 16 Source: Caretta Research Confidential & proprietary
Slide 17: Market shifting to ad-based streaming
MARKET SHIFTIN G TO AD - BASED STREAMIN G Pay-TV generates more $$ OTT generates more $$ 400 360 300 325 260 220 190 150 100 85 100 125 140 150 160 170 180 60 150 160 160 160 170 160 160 160 160 210 210 200 195 190 190 180 180 180 2020 2021 2022 2023 2024 2025 2026 2027 2028 2020 to 2028 Pay-TV &
Slide 18: US streaming up 16% in 3 years
US STREAMIN G UP + 16% IN 3 YEARS Confidential & proprietary 18
Slide 19: Ateme's long term guidance
AT E M E ’ S LO N G T E R M G U I DA N C E c. 130 M€ c. 100 M€ c. 91 M€ c. 93 M€ c. 79 M€ c. 22 M€ c. 6 M€ c. 5 M€ c. 3 M€ c. 1 M€ 2021 2022 2023 2024 2027 Revenue EBITDA Ateme at tipping point after 5 years of investment targeting for 2027: o Revenue growth to reach €130 million o Direct cost margi
Slide 20: Investor Relations
I N V E S TO R R E L AT I O N S Shareholder structure Stock price (€) Number of shares : 11,489,444 Potential dilution : 5.74% as of March 2025 Concert Artières 10,6% Otus Capital 9,8% Float 64,5% Positano 5,0% NJJ Capital (Xavier Niel) 4,9% Market data Financial Calendar ISIN: FR0011992700 May 20,
Slide 21: Thank you
THANK YOU Confidential & proprietary