Atomos Ltd. · ASX:AMS
Atomos — Goldman Sachs & Morgan Stanley Conferences 2021
17 slides from Atomos's conference presentation, Oct 28, 2021
Slide 1: Investor Presentation - Goldman Sachs & Morgan Stanley Conferences
For personal use only Investor Presentation - Goldman Sachs & Morgan Stanley Conferences October 2021 Presenters: Chris Tait, Non-Executive Chairman Estelle McGechie, CEO James Cody, CFO
Slide 2: Our Strategic Pillars
Our Strategic Pillars For personal use only Accessible & Vision Intuitive Products & Services To democratise content creation and delivery Our Mission To combine our own deep video tech with that of other great video tech companies, to build products, services and an ecosystem that Our Vision & demo
Slide 3: Managing Supply
Managing Supply For personal use only Not a new issue Managing longer lead times since 2020 Supply situation was factored into our forecasts Limited stock outs Investing in inventory Growth in inventory position since June Major chip supply confirmed for forecast production through Dec
Slide 4: Our products are the best monitor recorders on the market today
For personal use only Our products are the best monitor recorders on the market today.
Slide 5: For personal use only
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Slide 6: Partnerships with World's best Video Tech Companies
Partnerships with World’s best Video Tech Companies For personal use only
Slide 7: For personal use only
For personal use only
Slide 8: Extensive IP Library
Extensive IP Library For personal use only Codecs Professional Video Interfaces Dynamic Displays ProRes & ProRes RAW HDMI Wide colour HDR technology DNxHD SDI MIPI AtomIC Family Display Port Range of Chips optimised for 8K codecs and video image processing High Speed Media Image Processing SATA HDR
Slide 9: For personal use only
For personal use only of businesses say they’re creating more videos now compared to the same time last year. -Animoto
Slide 10: Mission Impossible - 2021
For personal use only Mission Impossible 7 - 2021
Slide 11: James Corden, Carpool Karaoke, Adele
For personal use only James Corden, Carpool Karaoke, Adele
Slide 12: Laser focused on next generation of products and automated workflows
For personal use only We are laser focused making the next generation of products and we are designing automated workflows to meet new demands to encompass the entire content pipeline.
Slide 13: Cloud Licenses
For personal use only Cloud Licenses
Slide 14: Video is #1 for content strategy
For personal use only Video is #1 for content strategy, overtaking blogs, infographics, and every other form of content marketing.
Slide 15: Atomos of tomorrow at the center of all workflows
For personal use only Atomos of tomorrow is at the center of all workflows, moving to the cloud, removing technical barriers and connecting our customers with their entire workflow, from capture through to delivery.
Slide 16: Drivers & Outlook
Drivers & Outlook For personal use only Core pro video market growing at 70% (corporate events, streaming, etc) Demand for high- YouTube viewers watch over one billion hours of videos every single day quality video is 207m Netflix subscribers (+40% over 2 years) growing 6.3b Twitch viewing h
Slide 17: Q&A
For personal use only Q&A
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