Zedge, Inc. · AMEX:ZDGE
Zedge — Investor Presentation (September 2020)
12 slides from Zedge's investor presentation, Sep 2, 2020
Slide 1: Company Overview September 2020
is the app you’ve never heard of with ~30 million monthly active users. Company Overview September 2020 ZEDGE, Inc. 2020
Slide 2: Forward-looking statements
ZEDGE, Inc. 2020 This presentation contains statements that are, or may be considered to be, forward - looking statements. All statements that are not historical facts are forward - looking statements and such forward - looking statements are statements made pursuant to the Safe Harbor Provisions of
Slide 3: Company Overview
ZEDGE, Inc. 2020 3 Large Customer Base ~30MM Monthly Active Users Valuable asset for lowering CAC Solid Financial Performance Cashflow positive for past 3 consecutive quarters. $4.6MM in cash, virtually no debt, no warrants Valuation Extremely low valuation relative to industry peers (Based on Marke
Slide 4: Highly Attractive User Base
ZEDGE, Inc. 2020 Source: Google Analytics, Pushspring / comScore for US users 4 Highly Attractive User Base Meet The Users (A n d r oid) ~ 30,000,000 customers use the Zedge app, monthly, to personalize their phone BY AGE BY CONTINENT North Am e r ica 24% A sia 2 5 % E u r ope 26% R O W 25% AFFINITY
Slide 5: Opportunities and Challenges: Zedge Publishing Platform
ZEDGE, Inc. 2020 5 Opportunities • Leverage efficient user acquisition channel • Offer new verticals that align with our existing customer demographics and have high frequency of use • Monetization via paid subscription, IAPs, and advertising which works well with a high frequency of use • Paid user
Slide 6: A Publishing Platform Made for Artists
We provide an easy to use, self - serve platform, where artists can manage their storefront, promote their art, generate royalty reports, and run marketing specials. Premium content promotion via: Homepage placement in app Push Notifications In app messages Video Interstitials Facebook and other soc
Slide 7: Shortz - Extending Into Entertainment
Shortz - Extending Into Entertainment Serialized, Fictional, Short - Form Stories Delivered In A Text Messaging Like Interface Short form, serialized chat fiction Genres that lend themselves to spellbound storytelling Imagery and story summaries that provoke the Highly engaging, tap on screen to rea
Slide 8: Opportunities: Subscriptions, Shortz, Zedge Premium
Opportunties 8 Cashflow positive for three consequitive quarters Revenue mix consists of: • Subscriptions - Close to 400K paying subscribers since Jan ’19 launch - Monthly and annual subscriptions - Prepaid benefit • Shortz - Chat Stories by Zedge - Extends Zedge’s value proposition into entertainme
Slide 9: Increasing Valuation
9 Increasing Valuation Opportunities abound to grow our business and enrich our valuation Z edge PlutoTV Pinterest Snap Twitter Spoti f y Facebook $241.20 $ 1 2 4 . 00 $7 1 . 2 0 $63 . 7 0 $ 3 5 . 10 $2 8 . 30 $ 0 .56 * Based on Company estimates Online Business Valuations* Zedge Wallpapers and Ring
Slide 10: Capital Structure
ZEDGE, Inc. 2020 O t h er 52% Institutional 21% Inside r s 27% Capital Structure Clean capital structure with NO warrants and almost ZERO debt Summary Balance Sheets ($ ‘000) Jul 31, 2019 Apr 30, 2020 Cash & cash equivalents $ 1 , 609 $ 4 , 630 Total current assets $ 3 , 225 $5 , 790 Total assets $
Slide 11: Financial Overview
11 Financial Overview ($ ‘000) R e v enue $0 $ 1 , 000 $ 2 , 000 $ 3 , 000 SG & A $0 $ 1 , 000 $ 2 , 000 $ 3 , 000 $ 2 00 $0 ($ 2 00) ( $ 400) ($600) ($800) ( $ 1 , 000) ($1,200) $0 $ 3 , 000 $ 6 , 000 Cash + Net Receivables - Net Payables R ev enue • Subsc r iption s • Advertising optimizations SG&
Slide 12: Thank you
~30MM Monthly Active Users 4.5 Star Rating With 8MM Reviews Top 60 Free Apps Google Play (5 years) ~100MM Search Queries Monthly 400MM+ Installs Top 20 iTunes Ent. Best Apps Google Play 1.2MM Facebook Likes ZEDGE, Inc. 2020 Jonathan Reich, CEO +1 . 330 . 577 . 3424 jon atha n. re i ch @ze dge .n et