Ateme Sa · EURONEXT:ATEME

Ateme Sa — Q1 2026 Earnings Presentation

21 slides from Ateme Sa's earnings presentation, Apr 16, 2026

  1. Slide 1: Q1 2026 Revenue

    APRIL 16, 2026 Q1 2026 REVENUE VISIOCONFERENCE

  2. Slide 2: Disclaimer

    DISCLAIMER This presentation does not constitute or form part of and should not be construed as any offer for sale of or solicitation of any offer to buy any securities of Ateme, nor should it, or any part of it, form the basis of or be relied on in connection with any contract or commitment whatsoe

  3. Slide 3: Speakers

    SPEAKERS Michel ARTIÈRES Véronique COULMANN Founder & Chief Executive Officer Chief Financial Officer Degree in Engineering from SUPELEC, PARIS, with Degree from Sup de Co (Poitiers) a specialization in signal processing MBA from Seattle University and telecommunications D.E.S.C.F - Certified Public

  4. Slide 4: Who we are

    ~~ Whe we are

  5. Slide 5: The Video Delivery Leader

    THE VIDEO DELIVERY LEADER Listed since 2014 Ateme enables content providers, service providers and streaming platforms to captivate their audiences with a superior Quality of Experience, so they can boost €95.6m in 2025 viewership engagement, acquire new customers, and unleash new monetization poten

  6. Slide 6: Market shifting from traditional TV to streaming

    MARKET SHIFTING FROM TRADITIONAL TV TO STREAMING Streaming platforms SVOD, AVOD, virtual video distributor Digital Experience & E-commerce OTT streaming services to multiscreen CDN, cDVR 5G Broadcast Viewers Pay-TV services Contribution Distribution to set-top box Content provider Service Provider C

  7. Slide 7: Ateme unique position with end-to-end stack

    ATEME UNIQUE POSITION WITH END-TO-END STACK Broadcast OTT Contribution DVR Storage Ad Insertion Delivery Reminder: Headend Headend Harmonic Announces Pending x x x x x x Sale of Its Video Business to MediaKind x x x x x (December 2025) The merger of two major competitors x x x x x creates an opportu

  8. Slide 8: Ateme engaged in CSR

    ATEME ENGAGED IN CSR “ Make the entertainment and video experience captivating, greener, and accessible to everyone ” A CSR policy led by the COO in direct contact with the Executive Committee and fully integrated into the company’s overall strategy Already achieved >>>>>>>>>>>>>>>>>>>>>>>> Commitme

  9. Slide 9: Q1 2026 Revenue

    Q1 2026 Revenue Confidential & proprietary

  10. Slide 10: Quarterly activity

    QUARTERLY ACTIVITY €100.0m €93.5m €95.6m €90.6m €78.8m 32.8 €70.1m €66.3m €56.5m €48.6m 20.9 €37.5m €28.6m 23.5 Q1 2026: +8% and +14% at constant 18.4 19.9 exchange rate & perimeter 2015 2016 2017 2018 2019 2020 2021 2022 2023 2024 2025 2026 Q1 Q2 Q3 Q4 Return to double-digit growth in Q1 2026 (+14%

  11. Slide 11: Q1 2026 revenue split and growth by region

    Q1 2026 REVENUE SPLIT AND GROWTH BY REGION Q1 2026 REVENUE Q1 2026 REVENUE SPLIT BY REGION GROWTH BY REGION LATAM €1.7m 8% APAC €2.4m 12% USA/CAN +8% EMEA +31% EMEA +34% +19% €9.7m (at constant exchange rate) (at constant exchange rate) 49% LATAM -25% APAC -22% USA/Canada -18% -19% €6.2m (at constan

  12. Slide 12: Building lasting growth, one recurring dollar at a time

    BUILDING LASTING GROWTH, ONE RECURRING DOLLAR AT A TIME +16% +5% Multi-Year investment SaaS and Maintenance MRR, 2,999 3,135 subscription 2,954 Contracts in € thousands 2,708 2,712 2,735 2,443 2,470 Monthly Recurring Revenue (MRR) 1,960 1,500 Increased visibility with secured revenues 880 570 Higher

  13. Slide 13: Outlook

    Outlook

  14. Slide 14: Recent successes with streamers

    RECENT SUCCESSES WITH STREAMERS A multi-year agreement with Netflix for the Ateme Encoding products & services deployment of its TITAN Live transcoder to are now included in YouTube’s Live support live streaming workflows verified encoders list Read press release (March 2026) Read press release (Mar

  15. Slide 15: Ateme launches new NVIDIA RTX PRO-powered workflows for Apple Immersive

    ATEME LAUNCHES NEW NVIDIA RTX PRO-POWERED WORKFLOWS FOR APPLE IMMERSIVE ON APPLE VISION PRO Ateme video processing and streaming technologies support the production and delivery of live Apple Immersive experiences to Apple Vision Pro The workflow integrates immersive capture, audio and video encodin

  16. Slide 16: AI and streaming innovation at NAB 2026

    AI AND STREAMING INNOVATION AT NAB 2026 AI and GenAI reshaping media workflows automated content creation accessibility features real-time insights Broader transformation of the media industry ultra-low-latency workflows for major live sports large-scale e-sports distribution immersive experiences 1

  17. Slide 17: Recipe for profitable growth in and beyond

    R E C I P E F O R P R O F I TA B L E G R O W T H I N 2 0 2 6 & B E YO N D Keep growing Optimizing our efficiency MRR up +16% Y-o-Y Deploy AI tools/agents in R&D, presales, support, finance, etc. with the target of sustained growth at Several major orders booked in 2025 will be delivered stable headc

  18. Slide 18: On track with our 2027 objectives

    ON TRACK WITH OUR 2027 OBJECTIVES 2027 EBITDA €22 million MRR €4 million 18

  19. Slide 19: Join us at Ateme's Tech Day 2026

    JOIN US AT ATEME’S TECH DAY 2026 ON MAY 19 TH 2026 TO TALK ABOUT… New features based on GenAI in Ateme solutions Integration of AI Agents into solutions to facilitate customer operations Myth & Reality of Agentic AI in software development Ateme’s success in Streaming Ateme’s success in Sports Ateme

  20. Slide 20: Capital markets snapshot

    CAPITAL MARKETS SNAPSHOT Shareholder structure Stock price (€) 1 year period 10-year period Number of shares : 11,589,964 Potential dilution : 7.3% as of February 2026 Concert Artières 10,6% Mont Blanc Alpen Stock 7,8% Float; 59,6% Proloc 5,9% Otus Capital 5,8% Market data Financial Calendar Positan

  21. Slide 21: Thank you

    AT=Mz THANK YOU Captivate your audience

Ateme — Q1 2026 Earnings Presentation on 6ix