Audinate Group Ltd. · ASX:AD8
Audinate — Investor Day (June 2022)
48 slides from Audinate's investor day presentation, Jun 2, 2022
Slide 1: Investor Technology Day
For personal use only Investor Technology Day 2 June 2022 Authorisation: This document was approved by the Board of Audinate Group Limited June 2022 Audinate Investor Technology Day 1
Slide 2: Agenda
Agenda 1. Welcome Rob Goss – CFO For personal use only 2. Opening Remarks Aidan Williams – CEO 3. Dante Customer – fireside chat Corey Boyer – Head of Solution Sales 4. Dante Software overview Rob Goss – CFO 5. Break 6. Demos - Dante Ready Mark Gerrard – Product Manager - Dante Cloud Laurence Crew –
Slide 3: Software transforming the AV Industry
Software transforming the AV Industry For personal use only YouTube Link: Discussion of software trends impacting the AV industry June 2022 Audinate Investor Technology Day 4
Slide 4: CEO Opening Remarks
For personal use only CEO Opening Remarks Co-founder: Aidan Williams June 2022 Audinate Investor Technology Day 5
Slide 5: Audinate's Vision
Audinate’s Vision For personal use only Pioneering the Future of AV Three themes: 1. Smarter wires (between devices) 2. Processing signals in software 3. Better system management and APIs June 2022 Audinate Investor Technology Day 6
Slide 6: Audinate foundations for innovation
Audinate foundations for innovation For personal use only DNA and Culture Structure and Process Founder-led business Vision for Future of AV Networking DNA Formal Strategy Group Audio & now video expertise Documented Strategic themes Diverse long-standing team OKRs drive Strategic planning Employee
Slide 7: Networking is driving change in AV
Networking is driving change in AV For personal use only Devices Processing Management Are increasingly “Software is eating Securing networked the world” networked systems “Virtual wires” for Networking enables Scaling – device audio & video AV software count & geography Configured through E.g. Desk
Slide 8: Moving to the cloud – Today
Moving to the cloud – Today For personal use only Management Processing Devices On-Premises Cloud Hosted June 2022 Audinate Investor Technology Day 9
Slide 9: Moving to the cloud – Tomorrow
Moving to the cloud – Tomorrow For personal use only Management Processing Devices On-Premises Cloud Hosted June 2022 Audinate Investor Technology Day 10
Slide 10: Moving to the cloud – Ultimately
Moving to the cloud – Ultimately For personal use only Management Processing Devices On-Premises Cloud Hosted June 2022 Audinate Investor Technology Day 11
Slide 11: Dante in the cloud
Dante in the cloud For personal use only Dante Audio • Dante ‘in cloud solutions’ have been in Dante USB ? DVS Dante Domain live production environments for over a Embedded IP Core MIDI Manager Platform Chips Cards Modules Via Authenticate Control year Video Video Over IP Adds Dante SN MP Audio DMX
Slide 12: Dante User – Fireside Chat
For personal use only Dante User – Fireside Chat Dave Scannell: University of New Hampshire June 2022 Audinate Investor Technology Day 13
Slide 13: Dante Software Overview
For personal use only Dante Software Overview Rob Goss: Chief Financial Officer June 2022 Audinate Investor Technology Day 14
Slide 14: Software drives growth in revenue & GP margin
Software drives growth in revenue & GP margin • 5yr CAGR of 50% For personal use only Software Revenue (US$M) • Gross profit margin >95% $6.8 • Represents 25-30% of total revenue • Majority (60%) of software revenue $4.2 relates to audio devices - balance relates $3.8 DVS, Via and Dante Domain Manag
Slide 15: How Dante software addresses TAM
How Dante software addresses TAM Audinate Total Addressable Market (‘TAM’)* Processing Software For personal use only Dante for Mac/PC/Linux Device Software Dante Via & Dante Virtual Dante for audio & video Audio Soundcard devices Networking Dante functionality for software developers & OEMs Referen
Slide 16: Dante audio software
Dante audio software For personal use only Dante audio device software Reference Design IP Core Embedded Platform Application Library • Software based implementations for a range of product counts and price points • OEM customers, based on per unit royalty model • Transports uncompressed audio signa
Slide 17: Dante Controller
Dante Controller For personal use only Dante Controller • FREE system setup tool • Downloadable from Audinate homepage • Registration required • Makes virtual wires • > 250,000 downloads • Manages audio and video signals • Simple & easy to use • Standard industry matrix view • Training provided via
Slide 18: Dante Via & Dante Virtual Soundcard
Dante Via & Dante Virtual Soundcard For personal use only Dante Virtual Soundcard • Turns a computer into a Dante-powered workstation, integrating a Mac or PC with Dante- enabled audio equipment on a network • Connects to record, process and playout using any audio application and any combination of
Slide 19: Dante Domain Manager
Dante Domain Manager For personal use only Dante Domain Manager • Security • User logins and roles • Prevent unauthorised changes • Scalability • Create Dante systems spanning campus networks • Group Dante devices into logical managed systems • Remote Management • Centralise management of many Dante
Slide 20: How Dante software addresses TAM
How Dante software addresses TAM Audinate Total Addressable Market (‘TAM’)* For personal use only Processing Software Dante for Mac/PC/Linux Device Software Dante Via & Dante Virtual Soundcard Dante for audio & video devices Audio NEW Dante Studio (Video) Networking Dante functionality for Reference
Slide 21: Dante Ready
For personal use only Dante Ready™ June 2022 Audinate Investor Technology Day 23
Slide 22: Dante Ready (In-Field Enablement – IFE)
Dante Ready (In-Field Enablement – IFE) Dante Ready is a feature that enables Dante users to For personal use only What is it? add more audio channels (capacity) to audio equipment in the field Availability? Available now – launched with K-Array at ISE 2022 Dante Embedded Platform and Dante Applicat
Slide 23: Dante Ready
Dante Ready For personal use only Dante Ready brings a new route to market for manufacturers keen to bring a Dante option to their customers. It simplifies product lines – Dante software can be dormant on every unit produced. It puts the power in the hands of the end- user and brings Dante to new ma
Slide 24: Dante Ready 'just works'
Dante Ready ‘just works’ For personal use only Plug in Dante Ready is fully integrated within Dante Controller. Device discovery and licensing is Discover provided by the Dante Activator utility. Like other aspects of Dante, the user experience is designed to ‘just work’. Activate Dante! June 2022 A
Slide 25: Marketing direct to the Dante community
Marketing direct to the Dante community For personal use only Audinate has one of the largest user groups across the Pro AV industry. Dante Ready connects Audinate to users across the ecosystem of endpoints. June 2022 Audinate Investor Technology Day 27
Slide 26: Dante Cloud
For personal use only Dante Cloud June 2022 Audinate Investor Technology Day 28
Slide 27: Dante Cloud
Dante Cloud Dante Cloud is a SaaS product that enables remote For personal use only What is it? management of Dante installations – builds upon existing functionality of Dante Domain Manager Availability? Commercial launch in late CY2022 Managed service providers Market? Managers of Dante installati
Slide 28: What is 'Managed Dante'?
What is ‘Managed Dante’? For personal use only Control Media Unmanaged Dante Managed Dante June 2022 Audinate Investor Technology Day 30
Slide 29: Dante Cloud benefits
Dante Cloud benefits For personal use only Pro-actively manage from anywhere • Remote management • User access control • Event log & notifications • API for integration June 2022 Audinate Investor Technology Day 31
Slide 30: Product demo: Dante Cloud
Product demo: Dante Cloud For personal use only Saturday 8:45am Thursday 2:13pm Dave! The audio Device ‘Conf-main’ is out and the is offline. conference starts See Dante Cloud at 9am! for more. June 2022 Audinate Investor Technology Day 32
Slide 31: Dante AV
For personal use only Dante AV™ June 2022 Audinate Investor Technology Day 33
Slide 32: Dante AV Module
Dante AV Module Dante AV is a module product that provides audio and For personal use only What is it? video networking and is built inside video equipment Availability? Now – generating revenue in FY2022 Market? Video OEMs Entry point into Video Networking market Strategic rationale? (analogous to
Slide 33: Dante AV – extending the Dante ecosystem
Dante AV – extending the Dante ecosystem Video and audio: Single Control Plane For personal use only Dante Controller Dante Domain Manager June 2022 Audinate Investor Technology Day 35
Slide 34: Complete Dante AV Ecosystem
Complete Dante AV Ecosystem • Extended Dante Ecosystem with audio, video and control For personal use only Dante AV products are now shipping! PTZ Cameras, Encoders and Decoders, Dante Studio and more • 100% Interoperability with 3000+ audio product ecosystem Separate routing for audio, video and co
Slide 35: Dante Studio
For personal use only Dante Studio™ June 2022 Audinate Investor Technology Day 37
Slide 36: Dante Studio
Dante Studio Dante Studio is a software product that delivers For personal use only What is it? essential video functionality to PC and Mac users for receiving & transmitting Dante video Availability? Partial trial now - commercial launch in CY2022 Market? Dante Mac and PC users (similar to DVS and
Slide 37: FREE Trial of Dante Studio
FREE Trial of Dante Studio For personal use only Receive video from Dante sources in the network into your PC Send video from your PC screen and connected cameras to the network Monitor multiple video streams from the network on your PC June 2022 Audinate Investor Technology Day 39
Slide 38: Dante AV – extending the Dante ecosystem
Dante AV – extending the Dante ecosystem Physical devices Software personal use only Audio Dante Virtual Soundcard Dante Via Dante AV Studio Dante Video RX Dante Video TX Dante Video Viewer ForVideo Free trial now Coming soon Coming soon Video stream Video stream Monitor Video into PC from PC stream
Slide 39: Silex Video acquisition
For personal use only Silex Video acquisition June 2022 Audinate Investor Technology Day 41
Slide 40: Silex acquisition transforms Dante video
Silex acquisition transforms Dante video Strategic Rationale For personal use only • Complements existing video software capabilities in Cambridge (UK) with hardware FPGA expertise • Critical mass in the European timezone – access to Background video engineering talent pools • Development team of 8
Slide 41: Silex - Products
Silex - Products • Extremely complementary to Audinate For personal use only • Video bandwidth exceeding network capacity • Compression is an essential component in the solution • Video compression technology • Colibri (Silex Own), JPEG 2000, VC-2 HQ • Delivered as FPGA IP Cores • Viper AVoverIP boa
Slide 42: Video Future
Video Future For personal use only Belgium UK Australia FPGA Tech Desktop and Control and Codec Tech Device Services Hardware Software Software Focus Areas • Belgium: Transition away from engineering services Colibri DEP-Video DDM Viper Dante Studio Dante Cloud • Whole Product Solutions: Beyond the
Slide 43: Key Messages
For personal use only Key Messages June 2022 Audinate Investor Technology Day 45
Slide 44: Key Messages
Key Messages 1. AV industry undergoing transition at two levels For personal use only - analogue cabling digital networking - hardware software (“software is eating the world”) 2. Audinate strategy focuses on software in three areas - Smarter wires (between devices) - Processing signals in softw
Slide 45: Thanks
For personal use only Thanks June 2022 Audinate Investor Technology Day 48
Slide 46: Appendices
For personal use only Appendices June 2022 Audinate Investor Technology Day 49
Slide 47: New ESG website
New ESG website For personal use only Environment, Social and Governance | Audinate | Dante Pro AV Networking June 2022 Audinate Investor Technology Day 50
Slide 48: Important notice and disclaimer
Important notice and disclaimer Disclaimer Past performance The non-IFRS measures do not have any standard definition under IFRS and may be calculated differently For personal use only To the maximum extent permitted by law, none of the Past performance information, including past share price inform