Senetas Corporation Limited · ASX:SEN
Senetas — Shareholder Meeting (November 2022)
17 slides from Senetas's shareholder meeting presentation, Nov 18, 2022
Slide 1: 2022 AGM – Chairman's Address and CEO Presentation
18 November 2022 For personal use only ASX ANNOUNCEMENT Senetas Corporation Limited 2022 Annual General Meeting – Chairman’s Address and CEO Presentation Senetas Corporation Ltd (ASX: SEN) (Senetas), is pleased to provide a copy of the Chairman’s address and the CEO’s presentation to be delivered to
Slide 2: About Senetas
ABOUT SENETAS An Australian global leader in cybersecurity, Senetas (ASX:SEN) develops and manufactures solutions trusted to protect the world’s most sensitive data. We protect commercial, government, For personal use only critical infrastructure, defence and Cloud services’ data in 45+ countries. O
Slide 3: Chairman's Address
SENETAS CORPORATION LIMITED AGM – 18 NOVEMBER 2022 CHAIRMAN’S ADDRESS For personal use only Good morning everyone and welcome to the Senetas Corporation Limited Annual General Meeting for 2022. Thank you for your attendance this morning and for your ongoing support as Senetas shareholders. Our CEO w
Slide 4: Chairman's Address (continued)
SENETAS CORPORATION LIMITED AGM – 18 NOVEMBER 2022 I spoke in my Chairman’s address last year about how the risk of cyber-attack at a personal, government and corporate level posed a security threat greater than any we For personal use only have previously experienced, and that the potential financi
Slide 5: CEO Presentation – Andrew Wilson
For personal use only Senetas Corporation Limited 2022 Annual General Meeting – 18 November 2022 CEO Presentation – Andrew Wilson © 2022 Senetas Corporation Slide 1
Slide 6: FY2022 Group Financial Highlights
FY2022 Group Financial Highlights • Group* operating revenue of $25.1 million – up 9% on FY2021 For personal use only • Votiro revenue up 82% to $5.8 million • The global shortage of electronic components is having a temporary impact on Senetas revenue – although the anticipated revenue decline was
Slide 7: Operating Revenue
Operating Revenue For personal use only REVENUE BY REGION Asia Pacific EMEA USA 25,109 • Group revenue was 9% higher in FY2022 22,605 23,006 21,313 • Strong growth for Votiro was partly offset by 18,971 the temporarily supply chain issues impacting 10,097 10,330 Senetas segment revenue which was 2.5
Slide 8: FY2022 Votiro Highlights
FY2022 VOTIRO HIGHLIGHTS For personal use only © 2022 Senetas Corporation Slide 4
Slide 9: FY2022 Financials – Votiro
FY2022 Financials – Votiro For personal use only • Votiro operating revenue was up 82% on the prior year driven by growth in the US market and particularly the Asia Pacific region • ARR growth of 83% since June 2021 was driven by strong take up of Votiro’s subscription (SaaS) product • Minor delays
Slide 10: Key FY2022 Milestones
Key FY2022 Milestones For personal use only • Success in targeting large scale client opportunities • 2 new customers signed in the 9 months to June 2022 with annual revenue from each of >US$0.5 million – one of those contracts was for in excess of US$1 million per annum for a minimum of 3 years • T
Slide 11: FY2022 Senetas Highlights
FY2022 SENETAS HIGHLIGHTS For personal use only © 2022 Senetas Corporation Slide 7
Slide 12: FY2022 Highlights – Senetas
FY2022 Highlights – Senetas For personal use only • The global shortage of electronic components is temporarily impacting Senetas’s sales to end user customers • The component shortages across the industry globally have extended lead times and caused delays to customer network upgrade projects – imp
Slide 13: Senetas sales pipeline and R&D
Senetas For personal use only • The Senetas sales pipeline continues to track well ahead of the prior year • The most significant build up in pipeline has been from the Americas and EMEA regions • However, we continue to expect that shipment of these orders to end users is likely to be extended over
Slide 14: Outlook
OUTLOOK For personal use only © 2022 Senetas Corporation Slide 10
Slide 15: Outlook – Senetas
Outlook • Senetas expects that its business will continue to be impacted by the global supply For personal use only chain issues through the 2023 calendar year and into 2024 • However, the Senetas sales pipeline continues to grow and is well ahead of the prior year • The global electronic component
Slide 16: Outlook – Votiro
Outlook For personal use only • Votiro’s outlook remains very positive with a strong sales pipeline continuing to build across the US & Asia Pacific, and emerging demand in Europe & Middle East • Votiro sales pipeline growth continues to accelerate and currently stands at US$26 million – doubling si
Slide 17: Disclaimer
Disclaimer This presentation ("Presentation") has been prepared by Senetas Corporation Limited (“Senetas“ or “the Company”) for the sole purpose of providing For personal use only general and background information on the Company. Nothing contained in this Presentation is or should be relied upon as