Ion Video Ltd · ASX:IOV
Ion Video — H1 2026 Earnings Presentation
20 slides from Ion Video's earnings presentation, Feb 27, 2026
Slide 1: ION Video Limited
ION Video Limited ABN 84 149 796 332 ASX CODE: IOV
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Slide 3: Net Asset positive position for the first time since December 2023
Net Asset positive position for the first 4 Cash burn is currently $180k per month 1 time since December 2023 Total liabilities reduced from $2.8m (30 5 Fully Funded until Apr – Jun 2027 2 Jun 25) to $561k as of 31 Dec 25 Exit from legacy bespoke contracts not Further cost controls and balance sheet
Slide 4: Strategic Reset & Repositioning
Strategic Reset Leadership & Technology Market Narrative & Repositioning Governance Stabilisation & Positioning Transformation Relaunch, Rebrand Corporate Shareholder & Technology Restructuring & Communication & Showcase Cost Discipline Transparency ASX CODE: IOV
Slide 5: Mission Statement and Core Management Values
MISSION STATEMENT Building the foundation for Video Superintelligence in the AI era CORE MANAGEMENT VALUES Discipline, Transparency, Execution ASX CODE: IOV
Slide 6: Develop and Enhance the IP
Develop and Technology Build Awareness Commercialisation Enhance the IP Evolution Through Validation ASX CODE: IOV
Slide 7: Develop and Enhance the IP
1 Perform a thorough strategic evaluation of the existing patent portfolio to uncover opportunities for improvement in line with current market conditions 2 Develop patents that will allow ION to own the access control layer for resolving references to virtual video. 3 Consolidate the directives reg
Slide 8: Technology Evolution
Our Technology is not a product. It is an enabling Infrastructure. The technology will continue to evolve in direct response to three critical inputs: • Feedback from validation partners, • Requirements from independent testing bodies, and • Insights from commercial conversations with global players
Slide 9: Build Awareness Through Validation
1 Legal validation of the patents 2 Freedom to operate 3 Commercial viability 4 Technical and real-world scalability test of Patents Build Awareness Through Validation 5 Independent testing by globally recognised bodies ASX CODE: IOV
Slide 10: Engagement with Global Partners and Institutions
Engagement with Global Partners and Institutions Entered discussions with global technology platforms and hyperscalers about the role of virtual video enabling infrastructure in their AI strategies Independent Lab Trials with Agreed Licensing Terms ION’s licensing model is based on enablement value:
Slide 11: A Formula for Success
Ae ‘AION Infrastructure A Formula for Success
Slide 12: Psychoacoustic signal processing
INFRASTRUCTURE EXAMPLES Psychoacoustic signal processing Lesson A narrow technical innovation can become a global mandatory standard. Spatial audio encoding www.ion.video
Slide 13: CDMA radio technology
INFRASTRUCTURE EXAMPLES CDMA radio technology Lesson A single protocol can underpin entire industries when protected, licensed, and evangelised. Protocol became the backbone of 2G, 3G www.ion.video
Slide 14: Developer-first payments API
INFRASTRUCTURE EXAMPLES Developer-first payments API Lesson One clean enabling surface (API) can power thousands of customer use cases. One API that made accepting payments absurdly simple www.ion.video
Slide 15: Elastic cloud infrastructure
INFRASTRUCTURE EXAMPLES Elastic cloud infrastructure Lesson When you nail the foundational layer, the entire digital economy builds on top. Elastic compute and storage as a utility www.ion.video
Slide 16: Simple merchant storefronts
INFRASTRUCTURE EXAMPLES Simple merchant storefronts Lesson Win a niche with focus before expanding. Frictionless online store builder for small merchants. www.ion.video
Slide 17: Each of these companies succeeded because they:
Each of these companies succeeded because they: Identified a tiny but transformational enabling Let the ecosystem do the scaling technology Partners and customers created the use cases. The A protocol, a codec, an API, an architecture, a kernel. company protected and advanced the core. Refused to di
Slide 18: ION has achieved a great deal in the past seven months.
ION has achieved a great deal in the past seven months. The relaunch on 9 February 2026 made the technology real for the market. The next phase marks the beginning of the commercialisation phase. The Board and management are confident that over the coming months, shareholders will see a significant
Slide 19: The Patents Are Strong; Validation Is Underway; Partnerships Within Reach
✓ The Patents Are Strong ✓ The Validation Is Underway ✓ The Partnerships Are Within Reach www.ion.video
Slide 20: Video Superintelligence.
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