Slide 1: Investor Presentation
INVESTOR PRESENTATION May 28, 2026
Slide 2: Safe harbor statement
Safe harbor statement Cautionary Notice: In addition to statements of historical fact, this presentation contains forward-looking statements within the meaning of the federal securities laws and is intended to receive the protections of such laws. All statements, other than historical facts, include
Slide 3: Daktronics at a glance
Daktronics at a glance Aftermarket DAKTRONICS drives visual storytelling and International Services & software experiences that inform, entertain, and connect 10% Commercial 11% communities worldwide Transportation 9% 23% KEY METRICS Q4FY25 – Q4FY25 – Q3FY26 Q3FY26 $803M 5.6% 2,500+ 40,000+ High sch
Slide 4: Full lifecycle provider
Full lifecycle provider Project delivery Aftermarket services Product & software Installation & Software control & Repair & Manufacturing Solution design Service & support engineering commissioning configuration replace Repeat customer lifecycle 3
Slide 5: Global footprint
Global footprint 6 Manufacturing sites Ennistymon, UK Ireland Germany Canada France Belgium Brookings, SD1 100+ Sioux Falls, SD Redwood Falls, MN Spain Japan Shanghai, China Countries with Saudi Saltillo, Mexico 2 video Arabia Macao United Arab installations Emirates Singapore Headquarters Manufactu
Slide 6: 3-year plan strategic pillars
3-year plan strategic pillars 1. Growth 2. Operational excellence 1A Organic growth in core 2A Advanced factory automation 1B New market vertical expansion 2B Lean deployment Software & services innovation and 1C 2C Manufacturing network optimization commercialization 1D International growth 2D Inte
Slide 7: Accelerated organic growth
Accelerated organic growth CY2024-CY2030 US/CAN LED display products and services addressable market [USD bn, nominal] CAGR '24-'30 Trends Volume impact Value impact 4.4 CAGR: +7.4% 4.1 1. Digital conversion 3.8 7.0% ➨ ➨ wave 3.5 3.3 3.0 9.0% 2.9 ➨ ➨ 2. Bigger is better 8.0% 3. Higher screen ➨ ➨ res
Slide 8: Secular trends
Secular trends Professional sports College sports Youth sports 154 pro High complexity 1,316 athletic teams Bigger scale 30,000+ programs high schools Video & fixed digit Miami Heat Auburn University Watertown, SD 7
Slide 9: New market verticals
New market verticals CY2025 US/CAN LED display products and services market, existing vs. new verticals [%] New verticals Highlights ~20% » ~20% of addressable verticals anchored in indoor high-resolution video solutions » Historically, Daktronics has opportunistically CY served these vertical marke
Slide 10: Software & services innovation & commercialization
Software & services innovation & commercialization Relative profitability of products, services, and software Software & service attachment Professional services Technical services Original equipment Increasing margins Relative value 9
Slide 11: Operational excellence
Operational excellence Advanced factory Lean Manufacturing Integrated automation deployment network optimization strategic sourcing Unlock industry- Drive continuous Economies of scale Maximize value leading commercial improvement and and localization of with end-to-end performance operational core
Slide 12: Operating segments: High school park and recreation
Operating segments: High school park and recreation Trends Volume impact Value impact Market definition: ➨ ➨ Youth sports surge High school park and recreation 32,000 K-12 public and private schools 128,000 sport venues at community colleges, technical ➨ ➨ Digital conversion wave schools, munici
Slide 13: Operating segments: Transportation
Operating segments: Transportation Market definition: Trends Volume impact Value impact Intelligent Transportation Systems (ITS) ➨ ➨ Smart city growth Departments of transportation, toll authorities, local traffic authorities 80% through resellers / 20% direct (DOT’s) ➨ ➨ Infrastructure investme
Slide 14: Operating segments: Commercial
Operating segments: Commercial Market Definition: Trends Volume impact Value impact On Premise Convenience stores, Auto dealers, Banks, Car washes, Churches, ➨ ➨ Digital conversion wave QSRs, Healthcare Digital Out-of-Home Large & independent billboard operators serving roadside and indoor ➨ ➨ t
Slide 15: Operating Segments: Live Events
Operating Segments: Live Events Trends Volume impact Value impact Market definition: ➨ ➨ Revenue sharing Live Events 154 professional sports teams ➨ ➨ 1,316 college athletic programs Improved LED technology 400 minor league facilities Convention centers, amusement/theme parks ➨ ➨ Digital con
Slide 16: Operating Segments: International
Operating Segments: International Market definition: Positioning and Trends Driving Demand Global footprint outside of US/CA focused on: Large Sports Venues NBA/NFL global expansion Advertising NBA announced 16 team league in Europe Transportation NFL will now host 9 games in 8 venues ac
Slide 17: Services and Software
Services and Software Embedding with Customers to drive profitable growth: Professional sports teams and schools (K–12 & higher ed) Business Owners & operators System integrators Differentiated capabilities offer one-stop solution Software and subscriptions integrated for ease of use Depth
Slide 18: Value creation roadmap
Value creation roadmap Strategic theme Revenue growth CAGR Margin improvement 1A Accelerate organic growth in core +HSD% Growth in line with +LSD underlying markets 1B Expand to new vertical markets +LSD +LSD Software & services innovation and 1C commercialization +LSD +LSD 1D International growth +
Slide 19: Capital deployment priorities
Capital deployment priorities Cash and cash equivalents [USD m] 150 144 1 134 137 132 128 Continued organic investments 97 2 82 Inorganic growth 3 Return excess capital to shareholders Q4 Q1 Q2 Q3 Q4 Q1 Q2 Q3 FY24 FY25 FY25 FY25 FY25 FY26 FY26 FY26 18
Slide 20: Inorganic growth levers
Inorganic growth levers Industry screening criteria Industrial logic Product portfolio expansion Financially accretive Geographic expansion Operational synergies Vertical market expansion Target company criteria Clear criteria for identifying targets to shape the portfolio 19
Slide 21: Tracking to target
Tracking to target Disciplined growth, expanding margins, improving returns Revenue growth | 7-10% CAGR » Value-based pricing » Revenue mix diversification FY2028 » New products/software solutions Operating margin|10-12% FY2025 » Structural cost reduction across supply chain » High value investment
Slide 22: Investment highlights
Investment highlights Industry Daktronics is the market leader in large-format LED displays and leadership is extending this position with customer-centric solutions Attractive Growth is underpinned by participation in large, attractive end end markets markets benefiting from long-term secular deman