Liveone, Inc. · NASDAQ:LVO
Liveone — Investor Presentation (September 2023)
19 slides from Liveone's investor presentation, Sep 22, 2023
Slide 1: Investor Presentation September 2023
Investor Presentation September 2023 1
Slide 2: Disclaimer
2 The information in this presentation is provided to you by LiveOne, Inc . (the “Company” or “LiveOne”) solely for informational purposes and is not an offer to buy or sell, or a solicitation of an offer to buy or sell, any security or instrument of the Company, or to participate in any investment
Slide 3: At a Glance
An award - winning, creator - first, music, entertainment and technology platform focused on delivering premium experiences and content worldwide through memberships and live and virtual events. 3 We give fans, brands, and bands the best seat in the house Listen Watch A ttend Engage Transact AT A GL
Slide 4: Financial Highlights
Financial Highlights LIVEONE, INC. ANNUAL REVENUE (Fiscal Year ends March 31st) 2018 - $7.2M 2019 - $33.7M 2020 - $38.7M 2021 - $65.2M 2022 - $117M 2023 - $99.6M 2024 - $123M - $130M* At the recent LiveOne stock price of $1.07 per share ($97M Market Capitalization) LiveOne shares trade at: 7X Expect
Slide 5: Complementary Portfolio of Subsidiaries and Brands
5 Complementary Portfolio of Subsidiaries and Brands PPV ONE LiveOne intends to spin - out its existing Slacker Radio and PPVOne (Pay - Per - View) businesses as separate public companies and plans to distribute a portion of the new companies' equity to LiveOne's stockholders, in each case subject t
Slide 6: LiveOne's Model Addresses Six Large Market Verticals
6 Source: Houlihan Lokey, MRI - Simmons, IFPI, BBC, Billboard, eMarketer, Facebook Live, Forbes, The Verge, Statista, Nielsen, Broke r research, Grand View Resource, Morder Intelligence LiveOne’s Model Addresses Six Large Market Verticals • Over 660 million paid music subscribers globally in 2023 –
Slide 7: Membership and platform KPIs
~2.4M Paid Members 1 7 6.6B+ Audio Listens since 01/01/20 148 Livestreamed Music Events since 04/01/21 2,900+ Artists Streamed since 01/01/20 220+ Countries and territories by Live Music Streaming 334M+ Livestream views 2,200+ Hours of Live Music since 01/01/20 Platforms TikTok Twitter Instagram Fac
Slide 8: Growing Library of Franchises
Growing Library of Franchises 8 Highly - rated Originals Podcasts Partnerships ContentOne studio to develop and distribute new originals and tentpole events across the platform
Slide 9: Slacker Radio
LiveOne’s Slacker Radio is a membership music streaming service offering songs and access to expertly crafted stations, podcasts from PodcastOne, livestreamed video and on - demand programming, and livestreamed festivals, concerts and pay - per - view (PPV) events • Slacker and Roth CH Acquisition V
Slide 10: PodcastOne Overview
10 OVERVIEW PodcastOne (Nasdaq: PODC) is a leading advertiser - supported podcast company offering a 360 - degree solution for both content creators and advertisers. 200+ Advertisers 350+ 600M+ Annual Downloads Episodes Produced Weekly 6.5M+ 44M+ (IAB) Monthly Downloads Monthly Unique Listeners • 17
Slide 11: Top Shows & Advertisers
sfccaste TOP SHOWS & ADVERTISERS io EG cecss Yew ‘ / CS re amazon Pc.oROKg DUNKIN’ hulu C2 Crate&Barrel BE Microsoft CD) ay Vita _ HYUNDAI Ree” peacock? FQX ‘indeed ier =Soprectv GEICO @kFc an, towny + fae) BUTCHER “ ool BoTSFEe dish RackeT LGex, Box Qz ot Mortgage byy Quicken Loons HR KM &Staterarm
Slide 12: PPVOne Business Model
PPVOne Business Model 12 • PPVOne’s Business Model Leverages LiveOne’s existing proprietary tech stack and expertise with more than seven years of livestreaming experience and scalable product. • Direct to consumer billing relationship enhances both PPVOne and LiveOne’s flywheels for increased monet
Slide 13: CPS merchandise platform
13 • Acquired in December 2020 • Direct - to - consumer eCommerce merchandise platform • Create, manufacture and distribute unique and limited - edition personalized clothing, jewelry, toys as well as virtual goods • Partners with artists and stars from the music, podcast and entertainment industry
Slide 14: Unrivaled Capabilities Across Audio, Video, and Live Events
ᴡ ᴡ ᴡ ᴡ ᴡ ✔ ✔ ✔ ✔ ✔ ✔ ✔ ✔ ✔ Ad - supported ᴡ ᴡ ᴡ ✔ ᴡ ✔ ✔ ✔ ✔ ✔ ✔ ✔ ✔ ✔ Subscription ᴡ ᴡ ᴡ ᴡ ᴡ ᴡ ✔ ✔ ✔ ✔ ✔ ✔ ✔ ✔ Podcasts ᴡ ᴡ ᴡ ᴡ ᴡ ✔ ᴡ ᴡ ᴡ ᴡ ᴡ ᴡ ᴡ ✔ Originals ᴡ ᴡ ᴡ ✔ ✔ ✔ ᴡ ᴡ ᴡ ᴡ ᴡ ᴡ ᴡ ✔ Live video streaming ᴡ ✔ ✔ ᴡ ✔ ✔ ᴡ ᴡ ᴡ ᴡ ᴡ ᴡ ᴡ ✔ Ticketed show ᴡ ᴡ ᴡ ᴡ ᴡ ᴡ ᴡ ᴡ ᴡ ᴡ ᴡ ᴡ ᴡ ✔ Linear / OTT channels
Slide 15: Global Network of Distribution and Channel Partners
Global Network of Distribution and Channel Partners 15 Desktop Mobile OTT Over 220 countries reached by Live Music Streaming
Slide 16: Management Team
16 Robert Ellin Chairman & CEO Over 30 years of investment and turnaround experience, deep relationships in media and entertainment, prior public company experience as Executive Chairman of Mandalay Digital Kit Gray President PodcastOne (Nasdaq: PODC) Founded PodcastOne 10 years ago. 20+ years audio
Slide 17: Distinguished & Experienced Board of Directors
17 Ramin Arani Independent Director Former lead manager of Fidelity’s Puritan Fund and current Board member of Vice Media, Ellen Digital and Opportunity Network Patrick Wachsberger Independent Director Founder and CEO of Picture Perfect Entertainment and former Chairman of Lionsgate Films Steven Bor
Slide 18: Investment Highlights
Investment Highlights Multiple membership records as total members grew to ~3.3M with ~2.4M paid members at 9/14/23. Paid Members increased 684K, or 40% Year - Over - Year** Tesla is Largest Customer as Nearly Every New Tesla Sold in U.S. Comes with a LiveOne Membership Paid by Tesla 18 3 5 7 24.5%
Slide 19: IR@LIVEONE.COM
NASDAQ: LVO | IR@LIVEONE.COM