Zedge, Inc. · AMEX:ZDGE
Zedge — Ladenburg Thalmann Virtual Technology Expo 2021
16 slides from Zedge's conference presentation, Nov 18, 2021
Slide 1: Investor Presentation - Ladenburg Thalmann Virtual Technology Expo
Investor Presentation Ladenburg Thalmann Virtual Technology Expo N o v ember 1 8 , 2 0 21
Slide 2: Safe Harbor Statement
SAFE HARBOR S T A TEMENT 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 Provi
Slide 3: About Zedge
ABO U T ZEDGE is glo b al app publis h er with a po r t f olio of l e a di n g digital c onsu m er b r a n ds se r vin g 4 3 million monthly active users Our po r t f olio c onsists o f : Z edge Ri n g to n es a n d W allpape r s , t h e l e a di n g m obile app dedica t ed t o m obile p h o n e per
Slide 4: Investment Highlights
I N V E S TMEN T HIGHLIGHTS Multiple Growth Opportunities i n Fl a gshi p + Optionali t y 4 Disciplined Financial Management & Execution Large Customer Bas e + A t t r a c ti v e Demographics
Slide 5: User Growth Drives Revenue Expansion
USER GROWTH DRIVES REVENUE E X P ANSION R e v enue Usa ge Use r s Drive User Growth & E n g a ge m ent Unlock E m ojipedi a ’ s Value New Initiatives Providing Optionali t y Grow Zedge P r emium & Zedge+ M& A 5
Slide 6: Drive User Growth in Well-Developed Markets & Improve Engagement
DRIVE USER GROWTH IN W ELL - D E V E L O P ED MARKETS & IM P R O V E ENGAGEMENT How? • Paid user acquisition in well - developed markets • Social a n d c ommuni t y f e atu r es • S e a r c h a n d dis c o v e r y 6
Slide 7: Zedge Premium Marketplace
ZEDGE PREMIUM MARKET P L A CE Optionality That Taps Into The Multi Billion Dollar Creator Economy How? • E a s y t o use sel f - se r v e plat f o r m • Visible to millions of users weekly • T r ans p a r ent busi n ess m odel • N F T s e xpe c t ed in De c ember 7
Slide 8: Zedge+: Enhancing Subscriptions
ZEDGE+: ENHANCING SUBSCRI PTIONS 8 How? • V alue a dded f e atu r es • Unique c on t ent bu n dles
Slide 9: Entertainment Provides Great Optionality
ENTERTAINMENT P R O V IDES GRE A T OPTIONALITY Serialized, Short - Form Fiction T ap on sc r een t o r e a d th e c hat s t o r y whi c h is enhanc ed with ima ges Visuals an d s t o r y summa r ies that p r o v o k e th e ima gination Lis t en t o th e s t o r y with audio r e c o r din gs f r om g
Slide 10: Unlocking Value: Emojipedia
UNLOCKING VALUE: EM O JI P EDIA H o w ? • Mu l ti - la n gua ge suppo r t • Monetization • E x p a n di n g b e y o n d desk t op a n d m obile w eb 10
Slide 11: M&A
M & A Our Prism • A cc ess t o 4 3M M A U • E xpe r tise in m o n etization • T e c h n ology k n o w - h o w a n d t e am • Man a gi n g scaled plat f o r ms • Bala n c e s h eet • Jonas f amily (t r a c k r e c o r d, n e t w o r k , capital) 11
Slide 12: Quarterly Financial Overview for Fiscal Year Ended Jul 31, 2021
12 +76% YoY Average Revenue per Monthly Active User +101% YoY Subsc r iption Revenue $25M Cash & Cash Equivalents * Please refer to the Reconciliation of Non - GAAP Financial Measures slide at the end of this presentation. Revenue $0M $1M $2M $4M $5M $6M Other P aid Subsc r iptions Advertising ($0.5
Slide 13: Fiscal 2022 Goals
FIS C AL 2022 GOALS 25 - 30% YoY Revenue Growth ———— EBITDA Growth that Exceeds Revenue Growth On goin g P r o fi tabili t y C ontinued P ositi v e Cash fl ow 13 P r odu c t Di v ersi fi cation M A U G r o w th Subsc r iption G r o w th
Slide 14: Governance and Investor Profile
G O V ERNANC E AND INVESTOR PROFILE Renowned Board Members With Pedigree In Mobile, Entertainment + Value Creation Michael Jonas 1 2 . 2 % Howard Jonas 1 . 1 % Mgmt & Employees 3 . 8 % Board of Directors 2 . 1 % 1 9 . 2 % O t h er 57% Institutional 21% Inside r s 22% Mi c h a el Jonas Executive Chai
Slide 15: Thank you! Key Takeaways
Thank you! ir@zedge.net KEY T AKE A W A Y S Mu l tiple Growth Drivers Discipli n ed Financial Management Large + Loyal Customer Base Sha r e h older Returns
Slide 16: EBITDA Reconciliation
EBIT D A IS DEFINED AS EARNINGS ( L OSS) BE FORE INTERE S T , T A X E S , DEPRECIATION AND AMORTIZATION. EBITDA REPRESENTS A MEASURE TH A T W E BELI E V E IS C U S T OMARI L Y USED B Y I N V E S T ORS AND ANALYSTS TO EVALUATE THE FINANCIAL PERFORMANCE OF C OM P ANIES IN ADDITION T O THE G A AP MEASU
Zedge — Ladenburg Thalmann Virtual Technology Expo 2021 on 6ix