Beam Communications Holdings Limited · ASX:BCC

Beam Communications — Corporate Update (October 2022)

14 slides from Beam Communications's corporate update, Oct 25, 2022

  1. Slide 1: Beam Investor Webinar Presentation

    25 October 2022 The Manager Market Announcements Platform Australian Securities Exchange Limited BEAM INVESTOR WEBINAR PRESENTATION Beam Communications Holdings Ltd (ASX: BCC, “Beam” or the “Company”) will be hosting an investor webinar today at 10.30am (AEDT) and will be presenting the attached pre

  2. Slide 2: Webinar Presentation October 2022

    Webinar Presentation October 2022 Beam Communications Holdings LTD (ASX:BCC)

  3. Slide 3: Disclaimer

    Disclaimer This document has been prepared by Beam Communications Holdings Limited and comprises written material/slides for a presentation concerning Beam Communications Holdings Limited and its subsidiaries. The presentation is for information purposes only and does not constitute or form part of

  4. Slide 4: Reaffirming FY23 Outlook

    Reaffirming FY23 Outlook Growth Drivers for FY23 and Beyond FY23 Group EBITDA Forecast to be >$2.1m (>40% above FY22) on  ZOLEO European Expansion: Sold in every country within the European Stronger Margins Economic Area (EEA)  ZOLEO Royalty Payments: Annualised run rate at $760K at 30 Sep 2022 (+

  5. Slide 5: Momentum in 1QFY23

    Momentum in 1QFY23 • Strong sales growth across all of Beam’s key businesses in the quarter vs. the previous corresponding period (pcp) • On track to post improved margins and EBITDA of >$2.1m for FY23 (+40% vs. FY22) • Beam Equipment sales (ex ZOLEO) jumps 251% and Quarterly revenue is ~$8m SatPhon

  6. Slide 6: Product Positioning

    Product Positioning Beam Innovations iPhone14/Direct to Device ZOLEO Iridium GO! Iridium Certus® Basic Advanced Features/ Features/ The global Mobile Satellite Services Low Value Customers Willingness to Pay High Value Customers market is forecast to grow at 6.4% CAGR to hit US$10.4bn by 2032*. The

  7. Slide 7: ZOLEO Strategic Advantage

    ZOLEO Strategic Advantage High Barriers to Entry: Iridium selective on who they allow on their network to avoid cannibalisation Best-in-Class: Best messaging functionality and the only IP68 rated device in the product category Garmin inReach Garmin inReach ZOLEO Mini 2 Messenger* Experienced: Beam h

  8. Slide 8: Satellite Going Direct to Device

    Satellite Going Direct to iPhone14 is for use in North Device America only, using satellites that have limited signal penetration and there is no iPhone14 vs. ZOLEO iPhone 14 ZOLEO commitment yet for rest of ( North America Only ) world access. Demographic Casual User Users wanting constant and reli

  9. Slide 9: Direct to Device – Starlink / T-Mobile

    Direct to Device – Starlink / T-Mobile The rise of mobile phones with satellite connectivity will drive increasing awareness of the unique value proposition ZOLEO provides as it will take years for mobile phone-to-satellite services to match the user experience of ZOLEO Known shortcomings of the Sta

  10. Slide 10: Following Iridium's Success

    Following Iridium’s Success Highlights from Iridium’s September Quarter Results:  Expecting 2022 to be “another record year”  IoT data subscribers grew 22% pcp to 1.2m, driven by continued strength in personal communications devices Iridium’s strong 2022 September  Voice & data revenue up 10% to

  11. Slide 11: Multiple Growth Drivers

    Multiple Growth Drivers ZOLEO Certus Organic Growth M&A 1. Strong subscriber growth outlook as 1. Iridium soon to launch new Certus® 1. Global personal satellite product 1. Well positioned for opportunistic ZOLEO expands into new markets device market expected to grow strongly bolt-on acquisitions 2

  12. Slide 12: Questions & Answers

    Questions & Answers Why can’t the ZOLEO JV details be more transparent?  Beam can disclose specific Beam territory performance  Binding non-disclosure limitations on other territories  Exceptions when required by Auditor/ASX Does the JV structure benefit Roadpost more than Beam?  Expertise from

  13. Slide 13: Questions & Answers

    Questions & Answers Is Certus launch holding a lot of the cash ?  Certus has been a significant R&D investment  Growth in the core business also needs funding  Beam is covered for increased costs of Certus devices  Refer comments on cash flow on slide 4 herein What is the progress on commercial

  14. Slide 14: Beam Communications Holdings LTD

    & Beam Communications Holdings LTD

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