Archtis Ltd. · ASX:AR9
Archtis — Q2 FY22 Earnings Presentation
13 slides from Archtis's earnings presentation, December 2021
Slide 1: Q2 FY22 Quarterly Update
Q2 FY22 TRUSTED TO SAFEGUARD THE WORLD’S MOST December 2021 SENSITIVE INFORMATION QUARTERLY UPDATE Authorised for release by the Board of archTIS Limited www.archTIS.com
Slide 2: Disclaimer
Disclaimer No Warranties Disclaimer The material in this presentation has been prepared by archTIS Limited (“Company”). This presentation may not be reproduced, redistributed or passed on, directly or indirectly, to any other person, or published, in whole or in part, for any purpose without prior w
Slide 3: Quarterly Highlights
Driving Licensing Quarterly Revenue / ARR and Gross Margins Highlights Delivering Innovation Data-centric security technology across 2 Product to prevent malicious and Lines accidental loss of information Significant Customer Wins and Renewals International Capital Raise & US-OTCQB www.archTIS.com
Slide 4: Expanded Licensing and ARR
Expanded Licensing and ARR Focused Growth Strategy *Q2 FY22 Highlights Relative Prior Comparative Period (PCP) Annual recurring revenue Licencing revenue up Gross margins for up 104% on PCP* and 15% 1,163% on PCP* quarter at 69% from prior quarter International capital raise Commenced quotation Laun
Slide 5: Q2 Overview – Tactical Execution
Q2 Overview – Tactical Execution FY22 FY21 A$'000 Q2 Q2 645.2 51.1 • Licencing revenue Services revenue 153.1 640.6 Key Customer Wins & Renewals Total revenue 798.3 691.7 % increase prior comparative period 15% • Contract Win with Australian National Intelligence and Law Annual Recurring Revenue 2,0
Slide 6: Our Customers
Our Customers Driving ARR with strong renewals and minimal churn Americas Europe Middle East & Africa Asia Pacific • Microsoft IP Co-sell for global • An enterprise application software • An Australian National Intelligence entertainment company company to communicate with and Law enforcement agency
Slide 7: Customer Success Story
Customer Success Story NC Protect Manages Controlled Unclassified Information (CUI) for this Defense Supply Chain Manufacturer Organization Global manufacturer of lighting systems for military and aerospace applications Industry Manufacturing / Defense Supply Chain Challenge How to automate the mana
Slide 8: Scaling Sales Processes
Scaling Sales Processes • Scale core sales infrastructure– leverage partners in region • Microsoft • Field sales & Customer support managers • Technical architects & Blackbelts (Azure / O365 / Modern Workplace / Security) • Thales / Raytheon / Other DIBs • 35 Reselling Partners • 170 NTT DACH • Part
Slide 9: Product Innovation
Product Innovation NC Protect Data Connector for Kojensi Enterprise v2.0 Azure Sentinel • An in-app Secure Document Viewer that • Available in the Microsoft Azure enforces read-only viewing of sensitive Marketplace information for multiple file formats. • Installed and configured from within • Expan
Slide 10: Market Tail Winds
Market Tail Winds • Remote Work (Microsoft • Digital Transformation Teams) (Hybrid) • 80% of companies see data • In 2021, around 86% of Microsoft leakage as the greatest potential SharePoint users utilized cloud- threat from remote work. based SharePoint servers rather • Despite this, 86% of compan
Slide 11: Strategic Confirmation
Strategic Confirmation Close US Fed & Defence Leverage Continuous Product Opportunities Key Partnerships Innovation Leverage Australian prior Continue to drive key Embrace Zero-trust security successes in key government pipeline opportunities with architecture across ABAC agencies and Defence indust
Slide 12: 5 Reasons to Invest Now
5 Reasons to Invest Now Low priced EV of ARR growth Microsoft IP Co-sell Global market Built-out global A$41.5M with supported by higher relationship with tailwinds with 26% sales infrastructure $12.5M on balance margins and low established pipeline CAGR for data- US / APAC / EMEA sheet customer chu
Slide 13: Q&A
Q&A Company Enquiries Level 3 , 10 National Circuit Daniel Lai Barton ACT 2600 Australia Managing Director, archTIS 1300 ARCHTIS E: investors@archtis.com +61 2 6162 2792 +61 419 528 061 www.archtis.com Investor Relations @arch_tis Media & Capital Partners E: Archtis@mojomedia.com.au www.archTIS.com