Etherstack Plc · ASX:ESK
Etherstack — Investor Presentation (July 2020)
17 slides from Etherstack's investor presentation, Jul 13, 2020
Slide 1: Shareholder Presentation
For personal use only Shareholder Presentation Etherstack plc (ASX:ESK) July 2020 Authorised for release by David Deacon
Slide 2: Disclaimer
2 Disclaimer For personal use only This presentation has been prepared by Etherstack plc (ARBN 156 640 532) (“Etherstack” or “the Company”). The information in this presentation is for information purposes only and is not investment, financial product, legal or tax advice. This presentation contains
Slide 3: Etherstack Snapshot
3 Etherstack Snapshot For personal use only Who we are • Etherstack is an established wireless technology company serving public safety, electric utility, resource and defence sectors across the globe • We develop and license wireless technologies to other equipment vendors as well as design, manufa
Slide 4: Etherstack 4C & H1 Update: Solid FY2020 Start
4 Etherstack 4C & H1 Update (31 Dec Year End) For personal use only Solid FY2020 Start • Strong revenues and cashflows despite Covid-19 crisis • During H1, the company delivered diverse essential digital radio projects from the Arctic Circle for the Canadian Government, to outback communications for
Slide 5: Etherstack Underlying Tech Trends: Evolution to MCPTT
5 Etherstack Underlying Tech Trends For personal use only Etherstack Key Technology Trends: 1. Evolution to MCPTT (Mission Critical Push To Talk) • Ubiquitous availability of broadband wireless technologies (wifi, 4G & 5G) in urban areas is transforming emergency services and public safety communica
Slide 6: Etherstack Underlying Tech Trends: PTT over Satellite Solutions
6 Etherstack Underlying Tech Trends For personal use only Etherstack Key Technology Trends: 2. PTT over Satellite Solutions • Advances in satellite communications technologies and launch vehicle platforms have seen an unprecedented number of satellites launched in the past 12-24 months • This has cr
Slide 7: Etherstack Market Trends
7 Etherstack Market Trends For personal use only Etherstack is leveraged to government and infrastructure spend • Etherstack benefits from government and industry infrastructure spending which flows to areas such as public safety, utilities, defence and resource projects • Unprecedented global stimu
Slide 8: Etherstack Revenue Mix
8 Etherstack Revenue Mix For personal use only How we derive revenues • Etherstack supplies wireless products and technologies to the essential communications industry globally in the form of finished products, digital radio network systems and technology licensed to other manufacturers for inclusio
Slide 9: Etherstack Sectors
9 Etherstack Sectors For personal use only Major market sectors we serve • Essential services such as electric utilities and first responders require dedicated, highly resilient digital radio networks and equipment to allow them to serve the public on a day to day basis (operations), as well as in t
Slide 10: Etherstack Market Summary: Technology licensing & OEM supply
10 Etherstack Market Summary For personal use only Technology licensing & OEM supply • Etherstack licenses core wireless technologies, such as ”air interface protocol stacks” to wireless equipment manufacturers for embedding in chipsets within their products • The company also supplies a range of hi
Slide 11: Etherstack Traditional Business: Digital Land Mobile Radio Networks
11 Etherstack Traditional Business For personal use only Digital Land Mobile Radio Networks • Used by police, fire, ambulance services, utilities, resources etc. • Typical lifespan 10-15 years (providing long term govt. backed support contracts) • Electric utilities: in recent years, Etherstack has
Slide 12: Recurring Revenue: Network Deployments drive Support Revenues
12 Etherstack Traditional Business For personal use only Recurring Revenue: Network Deployments drive Support Revenues • As we deploy more networks, our long term support revenues continue to grow • Support revenues have increased by over 350% since 2014 (an CAGR of 36.7% over the past 5 years) • Ne
Slide 13: Etherstack Evolving Business: MCPTT Networks Focus
13 Etherstack Evolving Business For personal use only MCPTT Networks Focus • Developments in MCPTT will require the development of hybrid cellular and traditional narrowband public safety networks to serve public safety and security services over the next two decades • The initial focus from our lar
Slide 14: 2020 Sector Wins
14 2020 Sector Wins For personal use only Sector Wins Public Safety: Major delivery milestones achieved on federal & state policing networks in Canada, US & Australia. Further digital radio network expansion orders expected in H2 2020. Utilities: New H1 2020 network deliveries providing strong half
Slide 15: 2021 Vision: New Products & Partnerships
15 2021 Vision: New Products & Partnerships For personal use only Innovation and Investment in R&D Etherstack has invested in excess of US$20 million into our suite of intellectual property assets and has developed a substantial intellectual property portfolio that generates revenue streams from div
Slide 16: Contacts
16 Contacts For personal use only Etherstack plc 93A Shephard Street, Chippendale NSW 2008 Phone +61 2 8399 7500 David Deacon, CEO, david.deacon@etherstack.com David Carter, CFO, david.carter@etherstack.com ©©Etherstack © Etherstack Etherstack 20202018 2015, under NDA
Slide 17: Office contacts
For personal use only London New York +44 207 734 0200 +1 917 661 4110 info.eu@etherstack.com info.na@etherstack.com Sydney Yokohama +61 2 8399 7500 +81 45 342 9050 info.au@etherstack.com info.jp@etherstack.com