Slide 1: Investor Presentation
Investor Presentation June 2019 Atomos unlocks creativity and profit for video content creators Advanced technology allows faster, higher quality, more flexible productions
Slide 2: Contents
Contents About Atomos 3 Financial Highlights 9 Outlook & Strategy 12 Capital Raising 18 Appendices 20
Slide 3: About Atomos
About Atomos “Our VISION is to invent and deliver ground breaking products and disruptive technologies that enhance, simplify and ultimately democratise video content creation”
Slide 4: Atomos unlocks the creative and commercial potential of digital cameras
Atomos unlocks the creative and commercial potential of digital cameras Lower quality monitor Despite the advanced technology of modern digital cameras, users are limited by: • Heavily compressed recorded data Complex • Not designed for computerworkflows menus • Short record times • Expensive media
Slide 5: Atomos devices take images directly from the camera's sensor, then enhance, record and distribute
Atomos devices take images directly from the camera’s sensor, then enhance, record and distribute them for content creation © Atomos 2019. | Investor Presentation
Slide 6: Content Creation Workflow
Content Creation Workflow CAPTURE PROCESS & ENHANCE FINISH & DELIVERY From the sensor of Atomos products enhance content creation, Edit, Colour Grade, Titles, all major camera manufacturers quality and creativity Graphics Finish in Post Atomos’ devices are compatible with all levels of content creat
Slide 7: Target Markets – Current & Future
Target Markets – Current & Future Atomos’ growing product portfolio will address a US$10B camera equipment market1 Content Creation Social Pro Video Entertainment Camera Equipment Phone & PhotoCameras Pro Video Cameras Broadcast, TV & Cinema SHINOBI NINJA Atomos Products SHOGUN SUMO NEON NEW MARKETS
Slide 8: Rapidly Growing Markets
Rapidly Growing Markets Social Content Pro Video Content Entertainment Content Accessibility of new social media platform allows Market wide increase in video-focused corporate Increased original content by new online streaming individuals to produce, share & monetise their content marketing, advert
Slide 9: Financial Highlights
“At $399 it won’t break the bank either. It’s bright, very, very light, and has Financial Highlights incredibly good battery life. Yep, I like it” – Redshark News on new Shinobi monitor
Slide 10: Atomos – A financial snapshot
Atomos – A financial snapshot Revenue ($m)1 1H’19 Revenue by Region $40.0m 35.6 $35.0m 31.1 30.5 $30.0m 27.5 Asia 17.2 $25.0m 16.7 2H 21% 2H $20.0m US 24.2 $15.0m 18.4 1H EMEA 53% $10.0m 14.4 1H 26% 1H $5.0m $0.0m FY15 FY16 FY17 FY18 FY19 EBITDA (Post R&D) ($m)1 FY18 Revenue Breakdown ($m) $6.0m 5.7
Slide 11: Pro Forma FY18 Income Statement & FY19 Prospectus Guidance
Pro Forma FY18 Income Statement & FY19 Prospectus Guidance Pro Forma (30 June Y/E)1 FY18 FY19 22 May 2019: AMS issued upgraded FY19 Guidance: (A$m) Actual Forecast Revenue 35.6 42.2 • FY19 revenue now anticipated to be in excess of $50.0m (FY18: $35.6m), compared to Prospectus forecast of $42.2m COG
Slide 12: Outlook & Strategy
“If you need an HDR monitor that works both on set and in post-production, you should consider the Atomos Sumo19” - Videomaker.com on SUMO19 Outlook & Strategy
Slide 13: Outlook - Achievements Post End 1H'19 + Full Year FY19
Outlook - Achievements Post End 1H’19 + Full Year FY19 Achievements post end 1H’19 Full Year FY19 Outlook 22 May 2019: AMS issued upgraded FY19 Guidance: • Finalised license agreement with RED.com LLC • FY19 revenue now anticipated to be in excess of • Released new products: $50.0m (FY18: $35.6m), c
Slide 14: Outlook – Growth Initiatives for 2H'19 and beyond
Outlook – Growth Initiatives for 2H’19 and beyond Growth Drivers Description Progress ✓ Released flagship 5” Ninja V recorder/monitor ✓ Released 2 versions of Shinobi 5” monitor only • Leverage tech portfolio to continue to develop ✓ Released AtomX SDI module Growing Product Portfolio new future pro
Slide 15: Growing the Atomos Ecosystem…
Growing the Atomos Ecosystem… © Atomos 2019. | Investor Presentation
Slide 16: Vision Statement
Vision Statement “Our Vision is to invent and deliver ground breaking and disruptive technologies that enhance, simplify and ultimately democratise video content creation” To achieve our vision we focus on: 1. Controlling and optimising processing, storage and display of raw video images from camera
Slide 17: Investment Highlights
Investment Highlights Leading technology & recognised brand Significant market opportunity Strategic relationships • Invested heavily in technology • Demand for video content continues to • Global license agreement with Apple to development resulting in significant grow globally, coupled with the re
Slide 18: Capital Raising
Capital Raising “This is how you can supercharge any camera… You definitely want to check out the Ninja V. I was thoroughly impressed and I’m definitely going to be using this a lot more from now on.” – YouTube star Matti Haapoja on Ninja V
Slide 19: Capital Raising - Placement
Capital Raising - Placement Details Timetable Placement • Placement offer to raise approximately $7.5 million via the issue Thursday, 27 June 2019 – of approximately 7.5 million fully paid ordinary shares Trading halt (‘Placement’) Friday, 28 June 2019 • The Placement is within the Company’s existin
Slide 20: Appendices
Appendices
Slide 21: Product Suite
Product Suite 4K Monitor Recorders Production / Studio Broadcast & Accessories Shogun Studio + Converters + NINJA + SHINOBI Range SHOGUN Range SUMO Range NEON Range Accessories • Ninja HDMI only – includes • HDMI & Quad SDI inputs • Larger format 19” monitor • HDR cinema monitor-recorder Shogun Stud
Slide 22: We have worked hard to ensure our Brand Strength matches our Product Strength
We have worked hard to ensure our Brand Strength matches our Product Strength
Slide 23: Key Terms Explained
Key Terms Explained “4k60p” “ProRes recording” “1,500 Nits brightness & HDR” Refers to: Resolution / Frame Rates Refers to: Recording Format Refers to: Screen Brightness (Nits) / HDR • Resolution refers to the number of pixels displayed within each • Recording Format or “Codec” refers to how a video
Slide 24: Disclaimer
Disclaimer The information contained in this document (“Document”) has been prepared by Atomos Limited ACN 139 730 500 (referred to as “Atomos” or “Company”). This Document is current as at the date of this Document and should be read in conjunction with other Atomos periodic and continuous disclosu
Slide 25: © Atomos 2019.
© Atomos 2019. | Investor Update