Genasys Inc. · NASDAQ:GNSS
Genasys — Investor Presentation (June 2024)
21 slides from Genasys's investor presentation, June 2024
Slide 1: Investor Presentation
Investor Presentation June 2024
Slide 2: Statements & Disclosures
Statements & Disclosures Forward-looking Except for historical information contained herein, the matters discussed are forward-looking statements within the meaning of the “safe harbor” provisions of the Private Securities Litigation Reform Act of 1995. You should not place undue reliance on these s
Slide 3: Genasys Overview Video
Genasys Overview Video 3 COPYRIGHT 2024 • GENASYS INC.
Slide 4: Genasys at a Glance
Ready when it matters Genasys at a Glance | Nasdaq: GNSS Genasys Protect Platform Used in $75M Market Cap* Over 100 Countries Worldwide $15M Cash* $15M Debt* Military/Law Enforcement 200 Employees Worldwide Public Safety Critical Infrastructure Protection (CIP) 7 Global offices Energy (Oil & Gas) Ut
Slide 5: Introducing Protective Communications
Introducing Protective Communications Redefining Mass Notification with a comprehensive, reliable, and redundant platform 2023 Genasys Protect 2003-2012 2018 2021 PLAN LRAD ® IMNS SaaS Created Acoustic Integrated Mass Notification Evacuation & Emergency Hailing Device (AHD) (Hardware & Software) Man
Slide 6: Genasys Protect Packages
Genasys Protect Packages ALERT EVAC ACOUSTICS Intelligent, location Real time, zone- Remotely managed, based multichannel based planning and always-on voice mass notification evacuation message broadcast management system CONNECT (Evertel) TRAFFIC AI (Ladris) THREAT DETECTION (3rd Party Partners) 6
Slide 7: Recent Highlights
Recent Highlights • Expanded project value of previously announced Early Warning System (EWS) for 37 dams on the island of Puerto Rico to approximately $75 million. • Fortified balance sheet through $15 million, two-year term loan agreement. Loan agreement calls for non-amortizing quarterly interest
Slide 8: Puerto Rico Early Warning System - 37 Dams
PUERTO RICO Early Warning System (EWS) - 37 Dams $75 million • Scope: Engineer, Procure and Construct (EPC) software and hardware (speakers, dam sensor instrumentation and comm links), set up EOCs, and train personnel to maintain/operate system • Fully Funded by FEMA: $94.3M “The Federal Emergency M
Slide 9: CROWS EOF (Escalation of Force)
CROWS EOF (Escalation of Force) Program Status Adds LRAD 450XL, light, laser dazzler to CROWS • Joint requirement approved in 2015; PEO Soldier is PM • $150K Tech Feasibility Study phase I – complete Jul 2023 • $950K Tech Feasibility Study phase II – complete May 2024 “COMMON REMOTELY OPERATED WEAPO
Slide 10: Genasys will ensure that our customers are ready when it matters
Genasys will ensure that our customers are ready when it matters Moving at 60 A water main Extreme A hazardous Multiple bomb Infrastructure A political miles an hour, break weather is chemical spill threats have failure causes a protest is in wildfires necessitates a predicted to makes been made cit
Slide 11: Events Drive Change
Events Drive Change US Navy orders all vessels to install AHDs to determine • 2000, USS Cole Attacked in Yemen, killing 17 sailors intent, while creating time and distance for decision making • 2009, Australian Black Saturday Bushfires kill 173 people Australian government implements a nationwide tw
Slide 12: Increasing coverage of CA with Genasys Protect
Alameda Calaveras Increasing Contra Costa Del Norte Humboldt coverage of Inyo Kern Lake CA with Genasys Lassen Los Angeles Madera Protect Marin Modoc Mono Monterey Napa Nevada Population Orange* Plumas Riverside San Benito Total: 39.5M San Diego San Francisco* San Luis Obispo Genasys: 25M San Mateo
Slide 13: Targeted Opportunities for Accelerated Growth
Targeted Opportunities for Accelerated Growth Increased revenue drive by shifting mix towards higher margin SaaS (excluding Puerto Rico project) SaaS Growth Drivers Targeted Sources of Revenue Growth • Land and Expand • Differentiated Solution • Rapid Innovation and technical improvement • Passionat
Slide 14: Thank you!
Thank you! (+1) 855 436 2797 16262 W. Bernardo Dr. www.genasys.com San Diego, CA 92127
Slide 15: Appendix
Appendix Investor Presentation | August 2023
Slide 16: $5.5B+ Addressable Market
$5.5B+ Addressable Market Sources: • Frost & Sullivan – Unified Critical Communications Market Analysis • Gartner – Market Guide for Emergency/Mass Notification Services Solutions • Avascent – AHD and MNS Market Assessments • Barnes Reports • National Centers for Environmental Information • Brooking
Slide 17: Management Team
Management Team Richard S. Danforth, Chief Executive Officer Richard S. Danforth has over 30 years of defense and aerospace industry experience including executive leadership positions with two of the world’s largest defense contractors, Raytheon Company (NYSE: RTN), and DRS Technologies Inc, a whol
Slide 18: Additional Resources
Additional Resources Genasys Overview Video Genasys Protect Product Demo Video Protective Communications: Extending the Capabilities of Today’s Mass Notification Systems 18 COPYRIGHT 2024 • GENASYS INC.
Slide 19: Proposed Design for Puerto Rico Dams
Proposed Design for Puerto Rico Dams 19 COPYRIGHT 2024 • GENASYS INC.
Slide 20: Public-facing mobile app
Public-facing mobile app Meet users wherever they are and keep them informed on response status • Empower the public with the Genasys Protect mobile app. • Disseminate location-based aggregated information to mobile users • Augment standard emergency communications channels with purpose- built techn
Slide 21: Thank you!
Thank you! (+1) 855 436 2797 16262 W. Bernardo Dr. www.genasys.com San Diego, CA 92127