Audinate Group Ltd. · ASX:AD8
Audinate — Market Eye TMT Investment Conference (November 2018)
15 slides from Audinate's conference presentation, Nov 6, 2018
Slide 1: Market Eye TMT Investment Conference
Market Eye TMT Investment Conference For personal use only 7 November 2018 Rob Goss – Chief Financial Officer
Slide 2: Audinate: bringing the IT revolution to the AV industry
Audinate : bringing the IT revolution to the AV industry Dante technology distributes audio signals across computer networks For personal use only The Dante Audinate is the leading supplier of digital audio networking for the platform is used Professional AV industry in thousands of installations Me
Slide 3: Our competitive advantages
Our competitive advantages Comprehensive toolbox for manufacturers and users For personal use only Analogue signal Selected products distribution Chips Cards Modules Software Dante signal distribution Rapid product Simplified connection development Plug and play management Interoperability Product e
Slide 4: Audinate products and OEM customers
Audinate 101 For personal use only Audinate products Customers (OEM Brands) OEM Products Chips Modules Cards Software 4
Slide 5: Increasing OEM customer adoption: pipeline for growth
Increasing OEM customer adoption: pipeline for growth OEM customers shipping Dante-enabled products 438 For personal use only 392 217 OEMs 369 346 Yet to ship 310 258 228 221 189 180 192 148 144 160 120 109 73 93 52 1H14 2H14 1H15 2H15 1H16 2H16 1H17 2H17 1H18 2H18 OEM Customers shipping Dante-enabl
Slide 6: Competitive landscape – Networked Audio Products
Competitive landscape – Networked Audio Products Total products per protocol(1) For personal use only 1800 1639 1600 Audinate is the clear global Number of Products 1400 market leader compared to competing audio networking 1200 solution providers. 1000 916 800 Dante has nearly five times the 618 ado
Slide 7: Core business growth strategy
Core business growth strategy For personal use only Increase the number of OEMs adopting Dante Increase penetration of Dante throughout each OEM brand’s product portfolio Increase market awareness of Dante products Educate end users, system designers Encourage existing OEM customers to Continue to s
Slide 8: Growth Drivers
Growth Drivers For personal use only Robust core audio networking business • Strong historic growth in revenue and units shipped • 1639 products shipping from 221 manufacturers, and growing • Strong pipeline of 217 manufacturers yet to ship first product (see slide 5) • Plenty of runway for growth –
Slide 9: Dante AVIO Adaptors – Network Everything
Dante AVIO Adaptors – Network Everything Dante for Introduced 6 new “Problem solver” for For personal use only Dante AVIO “brown-field” installations Dante AVIO products System Integrators Adapters Online retail & Pull through Shipped Q4 country distributors Dante products • Rationale D - Add Dante
Slide 10: Dante Domain Manager – System Management Software
Dante Domain Manager – System Management Software For personal use only Logging & Auditing Dante AVIO Secure Control Scale beyond a LAN Adapters Sales Channel Established Shipped Q3 Sold to Installed Base (System Integrators) • Commercial launch Feb 2018 at Integrated Systems Europe (ISE) tradeshow
Slide 11: Dante Video: Distribute video signals across an IT network
Dante Video: Distribute video signals across an IT network Common management for Lower installation and Independent routing of For personal use only audio and video cabling costs Audio and Video signals Prototype Demonstrated Displaces expensive Integration with Dante June 2018 matrix switches Domai
Slide 12: First quarter FY19 update
First quarter FY19 update Cash collections since IPO A$m For personal use only • Record first quarter result for cash collections 6.8 • Strong growth in core business + good initial uptake of adapters 5.9 • Customers billed in USD = favourable impact on collections • Sales demand & pipeline necessit
Slide 13: Key Priorities to drive ongoing growth in FY19
Key Priorities to drive ongoing growth in FY19 • Geographically expand of sales and support teams For personal use only • Broaden our suite of core Dante products to accelerate penetration within OEMs • Invest in the development of our Dante video solution by end of FY19 • Continue the roll-out of D
Slide 14: Questions
14 For personal use only Questions
Slide 15: Important notice and disclaimer
Important notice and disclaimer Disclaimer Past performance IFRS and may be calculated differently by other companies. For personal use only To the maximum extent permitted by law, none of the Past performance information, including past share price Market share information Audinate Group Limited or
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