Vusion · EURONEXT:VU
Vusion — Q1 2023 Earnings Presentation
9 slides from Vusion's earnings presentation, Apr 27, 2023
Slide 1: Q1 2023 Sales Investor Call
Q1 2023 SALES Investor Call April 27, 2023
Slide 2: Strong growth continues in the first quarter
SES-imagotag – Q1 2023 Sales Strong growth continues in the first quarter Rest of the > Q1 2023 sales at €159m, up +32% vs. Q1 2022 Sales in €m Europe Total world > 12-month rolling sales growth of +44% to Q1 2023 130.2 29.1 159.3 €660m > Q1 order entries at €221m, up +30% vs. Q1 Q1 2022 91.4 28.8 1
Slide 3: Order Entries (€M)
Order Entries (€M) Q1 2023 Order Entries €221m +30% €170m > Q1 2023 order entries up +30% vs. Q1 2022 > In line with quarter’s sales growth Q1 2022 Q1 2023 3
Slide 4: Revenue by Geography (€m)
Revenue by Geography Q1 2023 Sales (€m) €159m 150 +32% 29 EUROPE €120m +27%* 6 › Q1 growth +42% 23 100 › Rolling 12-month growth +52% +42% 130 AMERICAS & APAC 50 › Q1 growth +1% 91 › Constant perimeter +27% (excl. China JV de-consolidation impact) › Rolling 12-month growth +19% 0 Q1 2022 Q1 2023 EUR
Slide 5: Walmart & SES-imagotag
Walmart & SES-imagotag WM ARG WM MX WM Canada WM US WM US 70 stores 20 stores 400 stores partnership roll-out 2012 2018 2020 2021 2022 2023 WM Chile WM CR WM MX 200 stores New market Expansion 5
Slide 6: Walmart and SES-imagotag press releases
sesimagotag Press Release Walmart and SES-imagotag Expand Strategic Relationship Across the U.S. SES-imagotag, (Euronext: SESL, FR0010282822) the global leader in digital solutions for physical retail, today announced that they will expand their strategic relationship with Walmart to digitize the ai
Slide 7: Walmart contract
Walmart contract › Scope: U.S. Walmart stores › First confirmed phase: 500 stores › Potential 5-7 years revenue: €3bn › Business impact: in line with Vusion ‘27 plan › Walmart Senior Exec to join SES-imagotag’s International Advisory Board › 1,761,200 warrants to be issued based on Walmart spend › E
Slide 8: Outlook
Outlook › The Group remains confident in its ability to deliver 2023 top-line objective of €800m › Based on the favorable trend in component costs and forex, combined with the continued increase in VAS, the Group expects a significant increase in profitability. 8
Slide 9: Q1 2023 Sales Investor Call
Q1 2023 SALES Investor Call April 27, 2023
SES-imagotag (Vusion) — Q1 2023 Earnings Presentation on 6ix