Next Biometrics Group Asa · OSL:NEXT
Next Biometrics Group Asa — Q3 2021 Earnings Presentation
15 slides from Next Biometrics Group Asa's earnings presentation, Nov 3, 2021
Slide 1: Q3 2021 Presentation
Q3 2021 Presentation 3 November 2021 www.nextbiometrics.com 1
Slide 2: Disclaimer
Disclaimer This presentation includes and is based, inter alia, on forward-looking information and statements that are subject to risks and uncertainties that could cause actual results to differ. Such forward-looking information and statements are based on current expectations, estimates and projec
Slide 3: Agenda
Agenda • Business update • Q3 Report and summary • Outlook • Q&A session
Slide 4: Favorable Biometrics business trends
Favorable Biometrics business trends • We see the market for biometric solutions have very long-term favorable growth • Global biometrics market forecast to hit $84B by 2026* • Biometrics market size projected at $99B by 2027 driven by smartphones, IoT, passports and multiple other use cases/devices
Slide 5: Received first purchase order from tech-giant
Received first purchase order from tech-giant • 5-year partnership agreement with tech-giant announced 10 March 2021 • NEXT engaged in several customer project including different products & markets • Initial larger purchase order announced in September 2021 on FAP20 sensor • Engaged in different te
Slide 6: New design win with large Asia based PC OEM
New design win with large Asia based PC OEM New sensor design win • Won biometric fingerprint sensor design-win with large Asia based PC OEM • Initial smaller purchase orders received • Will use our NB2033-U2 sensor • Dual source position with competitor Note! Not the design of design win Expectatio
Slide 7: Growth agenda – Design wins
Growth agenda – Design wins Total number of design-wins (accumulated) 40 • Pipe line with structural growth agenda adding at 35 least three design-wins per quarter • Focus is also to add different use cases not to become 30 a one legged pony 25 • Total number of design-wins now at 21 20 • Time from
Slide 8: Example on a typical Design-win
Example on a typical Design-win • NGRAVE is the most secure hardware crypto-wallet on the planet (taken from the website*) • Start-up company with a crypto-wallet • Design-win won in Q4 2020, initial order Q4 2020 • Until now taking pre-bookings on web site and NEXT is receiving initial orders • Off
Slide 9: Agenda
Agenda • Business update • Q3 Report and summary • Outlook • Q&A session
Slide 10: Key Figures Q3-2021
Key Figures Q3-2021 Profit and loss Orders received of NOK 17.4 m and revenue of NOK 12.4 m NOK million Q3 2020 Q3 2021 • Revenues impacted by semiconductor shortage; revenues of NOK 17.4 m if components had been available Revenue 15.2 12.4 Gross margin of 22% vs. 13% in Q3 2020 COGS (13.2) (9.8) •
Slide 11: Key Q3 2021 Takeaways
Key Q3 2021 Takeaways • Received first purchase order with tech giant • Design wins: • New PC sensor design win with Asia based PC OEM • Accumulated 21 design wins last 21 months • Revenues and orders: • Strong PC-sensor order bookings during Q3, still unfilled backlog of NOK 5 m • NOK 17.4 m in ord
Slide 12: Agenda
Agenda • Business update • Q3 Report and summary • Outlook • Q&A session
Slide 13: Outlook – Main focus – NEXT updated Growth strategy
Outlook – Main focus – NEXT updated Growth strategy • Favorable market trends following Microsoft Total number of design-wins Biometric announcement (accumulated) 40 • Structured increase of FAP20 design-wins 35 • New purchase order with major partner announced 30 • Improved Q4 FAP20 orderbook 25 •
Slide 14: www.nextbiometrics.com
www.nextbiometrics.com 14
Slide 15: NEXT Biometrics Group ASA
NEXT Biometrics Group ASA www.nextbiometrics.com
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