Smith Micro Software, Inc. · NASDAQ:SMSI
Smith Micro Software — Investor Presentation (May 2020)
24 slides from Smith Micro Software's investor presentation, May 2020
Slide 1: Investor Overview
INVESTOR OVERVIEW May 2020 © 2020 Smith Micro Software, Inc. Confidential. Any unauthorized disclosure or distribution is strictly prohibited. All rights reserved.
Slide 2: Forward-Looking Statements
FORWARD-LOOKING STATEMENTS This presentation includes, and any related discussion may include, forward-looking statements regarding future events or results. All statements other than statements of historical fact may be forward-looking statements, including but not limited to statements regarding t
Slide 3: About Smith Micro
ABOUT SMITH MICRO OUR TECHNOLOGY 38 Years CUSTOMERS NASDAQ: SMSI LEADERSHIP Wireless Service Providers and HQs: Pittsburgh, PA 60M Smith Micro device agents or apps OEMs around the world Global Operations deployed worldwide; 210+ Staff Worldwide hosting centers SOLUTIONS Family Location & Parental C
Slide 4: Smith Micro's Mission
SMITH MICRO’S MISSION Enriching Connected Lifestyles with Carrier-Grade Solutions PROTECT Digital Lifestyle Connected MANAGE IoT Devices Voice ENHANCE Messaging Smart Retail OPTIMIZE Experience © 2020 Smith Micro Software, Inc. Confidential. Any unauthorized disclosure or distribution is strictly pr
Slide 5: Product Lineup
PRODUCT LINEUP © 2020 Smith Micro Software, Inc. Confidential. Any unauthorized disclosure or distribution is strictly prohibited. All rights reserved.
Slide 6: Innovative Product Platform
INNOVATIVE PRODUCT PLATFORM A proven, carrier-grade Extend voice messaging voicemail client Bringing people and their beyond the device to Location and Parental Parental Controls and Screen installed on tens Controls made of the easy for connected devices together where, when, and Time management ho
Slide 7: Those Who May Wander Won't Be Lost with SafePath Family
THOSE WHO MAY WANDER WON'T BE LOST WITH SAFEPATH® FAMILY Location and parental controls made easy for the entire family Safety Areas Notifications Family Alert Parental Controls Phone Security © 2020 Smith Micro Software, Inc. Confidential. Any unauthorized disclosure or distribution is strictly pro
Slide 8: SafePath IoT: A Platform for All Things Connected
SAFEPATH IoT: A PLATFORM FOR ALL THINGS CONNECTED SafePath IoT brings people and their devices together under a single common experience. Children Wearables Elder Care Home Pets Vehicles © 2020 Smith Micro Software, Inc. Confidential. Any unauthorized disclosure or distribution is strictly prohibite
Slide 9: Combining Best-in-Class Family Safety Solutions
COMBINING BEST-IN-CLASS FAMILY SAFETY SOLUTIONS Key Takeaways from Acquisition: • 2 New Carrier Customers – T-Mobile US and Sky UK • Accelerates SafePath® Road Map • Positions SMSI on both sides of T-Mobile/Sprint merger © 2020 Smith Micro Software, Inc. Confidential. Any unauthorized disclosure or
Slide 10: SafePath Home: Extend Parental Controls and Screen Time Management
SAFEPATH HOME: EXTEND PARENTAL CONTROLS AND SCREEN TIME MANAGEMENT TO IN-HOME DEVICES • Manage and control internet traffic at network level • Profile-based approach enables uniform parental controls inside and outside the home • Powerful management capabilities via smartphone app or web-based dashb
Slide 11: Connected Life Vision
CONNECTED LIFE VISION Family is more than just people – it’s also every connected device that is a part of the everyday family digital lifestyle Children Car Elderly Home Network Pets/Things © 2020 Smith Micro Software, Inc. Confidential. Any unauthorized disclosure or distribution is strictly prohi
Slide 12: The Next Generation of Visual Messaging
The Next Generation of Visual Messaging © 2020 Smith Micro Software, Inc. Confidential. Any unauthorized disclosure or distribution is strictly prohibited. All rights reserved.
Slide 13: 18M+ Devices in the Field
18M+ Devices in the Field 150+ Device Models 1B Messages Per Quarter Amazon Alexa Integration Branded UI Experience Proven Revenue Generator ©©2020 2020Smith SmithMicro MicroSoftware, Software,Inc. Inc.Confidential. Confidential.Any Anyunauthorized unauthorizeddisclosure disclosureorordistribution d
Slide 14: CommSuite Harmonizes with the New Connected Lifestyle
COMMSUITE HARMONIZES WITH THE NEW CONNECTED LIFESTYLE OF TODAY’S CONSUMER We know what the next generation of users want and expect from voice message services. Deliver Create additional voice-to-text to Synchronize mobile revenue with empower users and messaging across targeted ads or provide anywh
Slide 15: Next-Gen Visual Messaging
NEXT-GEN VISUAL MESSAGING A proven, carrier-grade A clientless service for Extend voice messaging voicemail client installed on accessing voice messages from beyond the device to where, tens of millions of devices any device or platform when, and how you want it © 2020 Smith Micro Software, Inc. Con
Slide 16: Smart Retail for Mobile Carriers
Smart Retail for Mobile Carriers © 2020 Smith Micro Software, Inc. Confidential. Any unauthorized disclosure or distribution is strictly prohibited. All rights reserved.
Slide 17: Bring In-Store Devices to Life with ViewSpot
BRING IN-STORE DEVICES TO LIFE WITH VIEWSPOT ViewSpot enables consumer brands to deliver compelling in-store retail experiences through interactive dynamic pricing, digital content management, and data analytics. Deliver Increase Behavior-based Consistent and Customer Business Compelling Engagement
Slide 18: Unleash the Power of In-Store Devices
UNLEASH THE POWER OF IN-STORE DEVICES © 2020 Smith Micro Software, Inc. Confidential. Any unauthorized disclosure or distribution is strictly prohibited. All rights reserved.
Slide 19: Financial Trends
FINANCIAL TRENDS ($ in thousands, except earnings per share) © 2020 Smith Micro Software, Inc. Confidential. Any unauthorized disclosure or distribution is strictly prohibited. All rights reserved.
Slide 20: Revenue Trends
REVENUE TRENDS © 2020 Smith Micro Software, Inc. Confidential. Any unauthorized disclosure or distribution is strictly prohibited. All rights reserved.
Slide 21: Operating Expense Trends
OPERATING EXPENSE TRENDS Predictable Expenses Note: Non-GAAP expense excludes restructuring, amortization (noncash), stock compensation (noncash) and acquisition expenses. For a full reconciliation see the most recent earnings report filed on Form 8-K. . © 2020 Smith Micro Software, Inc. Confidentia
Slide 22: Operating Expense Reconciliation
OPERATING EXPENSE RECONCILIATION Stock Intangible s Acquis ition Non- GAAP Com pe ns ation Am or tization Cos ts GAAP Q1-20 Selling and marketing expenses $ 2,787 $ (114) $ (267) $ - $ 2,406 Research and development expenses 3,729 (118) (248) - 3,363 General and administrative expenses 3,668 (400) -
Slide 23: Cash / Equity
CASH / EQUITY • Q1-20 Cash Balance of $19.5 million • Q1-20 Cash Flow provided by operations of $2.3 million • Balance Sheet is strong and ready for growth © 2020 Smith Micro Software, Inc. Confidential. Any unauthorized disclosure or distribution is strictly prohibited. All rights reserved.
Slide 24: Key Takeaways
KEY TAKEAWAYS • Smith Micro is very well positioned for 2020 & Beyond • Profitable and generating positive cash flow • Leading market with best-in-class digital lifestyle solution • Strong cash position • Sales pipeline is healthy and diverse © 2020 Smith Micro Software, Inc. Confidential. Any unaut
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