Vidhance Ab · NGM:VIDH
Vidhance Ab — Imint Image Intelligence — Shareholder Meeting (May 2019)
18 slides from Vidhance Ab's shareholder meeting presentation, May 13, 2019
Slide 1: AGM 2019 Imint Image Intelligence AB
AGM 2019 Imint Image Intelligence AB May 13 2019 Andreas Livendahl, CEO
Slide 2: Business summary
Business summary ▪ 2018 -> best year so far with growth of more than 82% – Three consecutive years of growth – Bottom line improvement and positive cash flow – 10 new agreements during the year ▪ 7 important wins in the beginning of 2019 – Oppo -> Video Stabilization, 3 year agreement – Current majo
Slide 3: Business summary, cont.
Business summary, cont. ▪ Worlds best stabilization for smartphones, Huawei P20 vs. Google Pixel and Iphone X (highest score ever for video stabilization for smartphones by DxO MARK) ▪ Release of next generation platform, Vidhance 3.1 ▪ New product portfolio gaining good traction. ▪ Broadening addre
Slide 4: Selected Smartphone Customers
Selected Smartphone Customers
Slide 5: Market Share Smartphones 2018
Market Share Smartphones 2018 25% ▪ Total shipments in 20% 2018 = 1,4 billion units 15% ▪ Imint has contract with 5 of top 10 vendors 10% ▪ And all 4 of the top players in China 5% 0% Samsung Apple Huawei Xiaomi Oppo Vivo LG Lenovo Nokia Tecno Others HMD Source; IDC and Counterpoint research
Slide 6: Global Smartphone Shipments by Q
Global Smartphone Shipments by Q Million units 500 450 400 350 300 250 200 150 100 50 0 Q4 Q1 Q2 Q3 Q4 Q1 Q2 Q3 Q4 Q1 Q2 Q3 Q4 Q1 Q2 Q3 Q4 Q1 2014 2015 2015 2015 2015 2016 2016 2016 2016 2017 2017 2017 2017 2018 2018 2018 2018 2019 Source; IDC
Slide 7: Market position 2018
Market position 2018 No of sold smartphones with Vidhance No of new customers per year 120 (accumulated numbers) 9 100 8 7 80 6 5 60 4 40 3 2 20 1 0 0 2015 2016 2017 2018 2015 2016 2017 2018 More than 110 million smartphones Solid customer base, creates good with Vidhance since end of 2016 opportuni
Slide 8: New Structure of Product Portfolio & Offering
New Structure of Product Portfolio & Offering COMPOSITION Used before the Image or Video is captured CAPTURE VIDHANCE SDK Technical improvements of Vidhance SDK contains image/video libraries, sample codes, documentation POST PROCESS Improvements of images/video VIDHANCE SERVICES after capture Integ
Slide 9: Financial Summary 2018
Financial Summary 2018 All figures in MSEK Net Sales Profit before Tax Cash at hand 40,0 0,0 60,0 52,9 33,9 2016 2017 2018 50,0 -2,0 30,0 39,6 40,0 40,0 -4,0 -3,1 20,0 18,6 30,0 -6,0 20,0 10,0 2,3 10,0 -8,0 -7,3 0,0 -8,1 0,0 2016 2017 2018 -10,0 2016 2017 2018 Continued growth Improved bottom line H
Slide 10: Net Sales development
Net Sales development All figures in MSEK 12,0 10,0 ▪ FY Sales up 82% vs. 2017. 8,0 ▪ Q4 sales up 43% vs. Q4 2017 6,0 ▪ Q4 drop vs. Q3 2018 4,0 due to volume cap as communicated in Q3 2018 report. 2,0 0,0 Q116 Q216 Q316 Q416 Q117 Q217 Q317 Q417 Q118 Q218 Q318 Q418
Slide 11: Strategy – 2 Business Areas
Strategy –> 2 Business Areas Build new Grow current sales streams sales stream Explore new market Continue to grow segments with existing Smartphone segment with technology new innovations Use current technology as a base to enter new market segments; example markets: Drones, chipsets & camera modul
Slide 12: Our Vision & Our Focus Areas 2019
Our Vision & Our Focus Areas 2019 Vision; To become the leader of video Focus Areas 2019 enhancement software products A. Enter into new markets (establish beach head) Technology: Continue to expand beyond video stabilization B. Continue to build a highly efficient Markets: Continue to expand beyond
Slide 13: Smartphone Focus – 3 ways to grow
Smartphone Focus – 3 ways to grow New Vidhance Expand addressable market for functionality to current Vidhance to cover all 2 3 Smartphone models (from high customers end -> mid end -> low end) 1 Win new customer contracts
Slide 14: Our Approach for New Markets
Our Approach for New Markets Industry Verticals Ecosystem of HW suppliers
Slide 15: MarCom & IR in 2018
MarCom & IR in 2018 IMINT Marcom 2018 in figures BEMOBILE InterDrone Updated website and new product video
Slide 16: MarCom & IR, cont.
Ny Teknik MarCom & IR, cont. Börshajen UNT Företagargalan EFN Spotlight Mobila Nyheter UNT Redeye Growth Day & Redeye Tech Day Earnings Call x 4
Slide 17: Key Takeaways
Key Takeaways • Strong development in 2018 • Good start of 2019 - New customer acquisitions - Identifying use cases in new markets • Improved product portfolio - New structure and more functionality - Efficiency improvements through SDK • World class stabilization technology
Slide 18: Q&A
Q&A
Imint Image Intelligence — Shareholder Meeting (May 2019) on 6ix