Liveone, Inc. · NASDAQ:LVO
Liveone — LiveXLive Media — Investor Presentation (May 2020)
22 slides from Liveone's investor presentation, May 20, 2020
Slide 1: Investor Presentation
Investor Presentation March 2020
Slide 2: Safe Harbor
Safe Harbor The information in this presentation is provided to you by LiveXLive Media, Inc. (the “Company’) solely for informational purposes and is not an offer to buy or sell, or a solicitation of an offer to buy or sell, any security or instrument of the Company, or to participate in any investm
Slide 3: We give the best seat in the house
We give the best seat in the house LIVE X LIVE 3
Slide 4: Unmet Demand for Live Music
Unmet Demand for Live Music ° Over 300 million paid music subscribers globally today ° 1.2 billion paid music subscribers by 2030 (Goldman Sachs) Desire for Growth of Mobile MLove of Live Music . Premium Content = NETFLIX 2021 30M+ People Attend at Subscribers: Least One Music Festival ; . ° Netflix
Slide 5: LiveXLive at a Glance — Fiscal Year ended March 2020
LiveXLive at a Glance — Fiscal Year ended March 2020 I__Key indicators Seeing Momentum * The first live social music network delivering é premium livestreams, digital audio and on- $s (a) 3 Litt demand music experiences ° dd ; ; ; - 6.’ 9mm+ 230+ 41 * Only centralized platform dedicated to online 3
Slide 6: The Music Streaming Platform Built for Engagement & Retention
The Music Streaming Platform Built for Engagement & Retention Live Festival Events & Promotion On-Demand Streaming * React Presents promotes 250+ shows per year * Cross-sell opportunities * Catalog 20+ ml songs * Handcrafted audio stations — Ticket packages + Personalized recommendations - VIP — Spo
Slide 7: Aggregating the Most Festivals in One Place
SATURDAY, JUNE 22 LAWATERFRONT Aggregating the Most Festivals in One Place iit EGO 2,000+ Music Festivals Worldwide
Slide 8: Recent Events — Since April 1, 2020
Recent Events — Since April 1, 2020 MUSIC Launched “Music Lives” and “Music Lives On” * 20+ events livestreamed LIVES . neal hour live digital festival featuring 100+ artists | +55M liveviews « Major sponsorship from TikTok and Oculus ne WORD * Drove 50+ million livestream views and 4.6+ billion . +
Slide 9: Music Lives Digital Festival
ONE WORLD Music Lives Digital Festival 48-hour Livestream with +100 Artist Streamed by LiveXLive in April 17-18-19 2020 OVERVIEW APRIL 17-18-19, 2020 CONTENT SUMMARY VIEWS 3 DAYS OF 50+ MILLION 3 MAJOR MILESTONES ACHIEVED wilds Se. nouss ort (AS COMPARED 22 OCULUS KEY VR Bee = 48+ HOURS OF LIVE MILL
Slide 10: LiveXLive to Acquire PodcastOne
LIVEXLIVE TO ACQUIRE PODCASTONE Effective May 8, 2020, adding +$27.5M in annual revenue, advertising network and thousands of hours of original programming PODCAST ONE GROWING INDUS +300 PODCASTORS +WORLD-CLASS MGMT +NEW DISTRIBUTION/ KEY ADVERTISING PARTNERS pluto a 3 tommy Jott KA GEICO A&E’S COLD
Slide 11: Investment Rationale
Strong underlying TAM growth driven by streaming and supportive macro trends Predictable revenue driven by differentiated subscription platform Investment Rationale Attractive Growth Story Global network of distribution and channel partners Multiple monetization paths and levers to drive long-term,
Slide 12: Strong TAM Growth Driven by Streaming and Supportive Macro Trends
(4) Strong TAM Growth Driven by Streaming and Supportive Macro Trends Global Live Music m Global Digital Music Streaming J Global OTT / Streaming 2018A 2021E 2018A, 2021E 2018A 2021E Significant unmet demand for experiencing live music, musical performance video on demand and related content online.
Slide 13: Predictable Revenue Driven By Differentiated Subscription Platform
Q) Predictable Revenue Driven By Differentiated Subscription Platform Segment Highlights Premium Live Music Content profiles Cf Global network of digital music Festivals oe events and festivals % w Backstage Of Sponsorship, ticket sales, iden 4 = access handise , ; Of Griginal’ rogramming, PPV Wid 2
Slide 14: Unique Flywheel / Attractive Growth Story
©) Attractive Growth Story Unique Flywheel ives Attractive Topline Growt! $65.5M - $67.5M $70,000 ie $60,000 Live Events Drive : Increase $50,000 Gulisailsar Subscribers & Growth $40,000 Incremental "Podcast 1 $38M ARPU $30,000 340M Bux LIVE CLIVE soon $10,000 $7.2M Operating | Philosophy $ 7 ’ a Fi
Slide 15: Global Network of Distribution and Channel Partners
(4) Global Network of Distribution and Channel Partners SOU Desktop Mobile OTT anDoID © Voulube AEG verizon’ PRESENTS Samsung SMART TV Ei @ineartMED|A Ht . ‘Mobile F iOS D) y © INSOMNIAC Viesene tv STIS fips Sprint” REVOLVER , Tencent fil Ss O NY Roku Oath: gs ® amazon fireT dailymotion TASTES COUNT
Slide 16: Multiple Monetization Paths & Levers to Drive Long-Term, Sustainable Growth
(6) Multiple Monetization Paths & Levers to Drive Long-Term, Sustainable Growth illion 10: Paid Subscriptions Ad d 3 5% + Increase ad sales 3x; +$27.5M in advertising in CY 2019; diversify revenue Long-term subscriber target Current Monetization Paths Advertising Revenue Initial sponsorship traction
Slide 17: World-Class Management Team
(©) World-Class Management Team Robert Ellin Chairman & CEO Over 30 years of investment and turnaround experience, deep relationships in media and entertainment, prior public company experience as Executive Chairman of Mandalay Digital THQ maeschD Jerry Gold Director & CSO Music & entertainment exec
Slide 18: Distinguished & Experienced Board of Directors
©) Distinguished Board of Directors & Advisors with Industry Experience Distinguished & Experienced Board of Directors Ramin Arani Patrick Wachsberger Independent Director Independent Director Former lead manager of Fidelity’s Puritan Fund and current Board member of Vice Media, Ellen Digital and Op
Slide 19: Appendix
Appendix
Slide 20: Nine Months ended December 31, 2019
Nine Months ended December 31, 2019 Select Financials — Q3 FY 2020 Results: ( in Millions) Nine M ss Ended December 31, Revenue $28.8 Adjusted Operating Income (Loss)! ($10.4) Cash & Cash Equivalents $14.0 Total Debt? $15.8 Total Stockholder’s Equity (Deficit) ($1.9) Shares Outstanding? 58,231,811 F
Slide 21: LiveXLive Summary
LIVE) LIVE Summary Predictable revenue driven Low content costs by subscription Strong opportunity for growth Multiple monetization paths Early wins with key sponsors, Proven management team and advertisers & distribution experienced board and advisors nartnarc with inductrs awnart*-—
Slide 22: LiveXLive
NASDAQ: LIVX IR@LIVEXLIVE.COM LIVE)CLIVE