The Glimpse Group, Inc. · NASDAQ:GGRP
The Glimpse — Investor Presentation (September 2022)
41 slides from The Glimpse's investor presentation, September 2022
Slide 1: Corporate Presentation September 2022
Corporate Presentation September 2022 Seeing is Believing
Slide 2: Safe Harbor Disclaimer
Safe Harbor Disclaimer This presentation and other written or oral statements made from time to time by representatives of The Glimpse Group, Inc. contain “forward-looking statements” within the meaning of Section 27A of the Securities Act of 1933, as amended, and Section 21E of the Securities Excha
Slide 3: Overview
Overview The Glimpse Group is a Virtual & Augmented Reality Platform Company, Comprised of Multiple Enterprise Focused VR/AR Software & Services Companies Experienced Management and dynamic IPO July 1, 2021; Nasdaq VRAR ecosystem of VR/AR professionals with deep Fully own and operate multiple VR/AR
Slide 4: Investment Thesis
Investment Thesis Diversified Exposure to an Emerging Tech Sector Dynamic VR / AR Multiple Exit & Growth Industry Monetization Venues will Fundamentally Transform how Businesses Deep Domain Capitalize on Expertise & Interact Significant First Mover IP Portfolio Advantages and Scale Only pure play, Nas
Slide 5: VR / AR is Expected to Grow Rapidly...
VR / AR is Expected to Grow Rapidly... Global VR/AR Revenue Projection The VR/AR Industry is Projected to grow to over $35B by 2023 Virtual Reality (VR) $/Billions s t ry User enters and interacts with a fully I n du c t ed 23 j e 2 1 - immersive digital reality, away from P ro 2 0 their immediate p
Slide 6: …as Key Inflection Points Have Been Reached...
…as Key Inflection Points Have Been Reached... Computation Content Creation Hardware Costs 5G Network Deployments Motion Tracking Display Technologies Power (GPU) Increasing Adoption ...Key Industry Players Enter Note: These entities have generally focused on VR/AR hardware development and to some de
Slide 7: Glimpse has Established a Diverse Base of Top Tier Customers
…Glimpse has Established a Diverse Base of Top Tier Customers and Relationships, Across Multiple Industries Medical International Global Global Gov/Defense Advertising & Tech Companies Institutions Food Company Pharmaceuticals Brands Media agencies Education & Industrial 7 © 2022 The Glimpse Group
Slide 8: The Metaverse Tech Cycle
The Metaverse Tech Cycle 20XX 8 © 2022 The Glimpse Group
Slide 9: Glimpse's Vision & Competitive Advantages
Glimpse’s Vision & Competitive Advantages Glimpse is striving to become THE premier VR & AR software and services company Glimpse is the first Nasdaq-listed pure Glimpse is already a significant play, diversified VR & AR software and player in the VR & AR software services company and services industry
Slide 10: Glimpse Platform Strategy
Glimpse Platform Strategy Ecosystem 3 Core Tenets Diversification Form the Foundation of Glimpse’s Strategy Economies of Scale 10 © 2022 The Glimpse Group
Slide 11: Innovative Platform Model
Innovative Platform Model Strong Alignment of Interests Propel Value Creation Glimpse’s Strategy is Designed to Glimpse Subsidiary Create Joint Synergies and Economies of Scale Owns Each Subsidiary Ownership in Parent Company Minimize Redundancies / Optimize Costs Robust VR / AR Ecosystem Collaborat
Slide 12: Glimpse Organizational Structure
Glimpse Organizational Structure Brands, Therapy & Support Corporate & Corporate & Universities Financial Services Agencies & Retail Universities Data visualization, Social VR experiences Corporate training and Lifelike 3D models AR activation analysis, presentation & environments e-learning & AR ex
Slide 13: XR Utilization
XR Utilization Marketing Learning Visualization Metaverse 13 © 2022 The Glimpse Group
Slide 14: Expanding IP and Technology Platform
Expanding IP and Technology Platform Virtual & Augmented Reality IP and Innovation Across Industries and Companies Glimpse’s Ecosystem provides a Substantial IP concepts can be Over time, we expect to file key competitive advantage in IP captured in VR/AR, creating patent applications for development
Slide 15: Financials
Financials Recognized Revenue ($MM) FY Ending June 30 $15.00 $9.70* $7.20 GR C A .8 % 107 $3.42 $1.94 $0.98 $0.52 $0.00 FY ‘17 FY ’18 FY ’19 FY ’20 FY ’21 FY ’22 Current Annual *S5D “as if” revenue for the Revenue Run Rate 15 July 1, 2021 – June 31, 2022 Including BLI period © 2022 The Glimpse Group
Slide 16: Financial Overview
Financial Overview The Glimpse Group Strong Cash Position Revenue Growth NASDAQ: VRAR $15MM Cash (including $2MM in escrow for $15MM potential annual revenue run rate with 1 S5D acquisition) recent Brightline Interactive acquisition vs. Share Price $5.34 approximately $3.4MM a year ago (4.4X) 2 Shar
Slide 17: Executive Team
Executive Team Lyron Bentovim Maydan Rothblum DJ Smith President & CEO CFO & COO Chief Creative Officer 25 years of executive 20 years of finance/ops (CCO) leadership experience leadership experience VR/AR expert, Organizer of Led numerous tech start-ups Managing Director of a Tech NYVR Meetup & publi
Slide 18: Independent Board Members
Independent Board Members Sharon Rowlands Jeff Enslin Lemuel Amen 20+ years of executive leadership 20+ years as senior executive and 25+ years as senior operating and experience as CEO & Director of portfolio manager at global hedge investment exec, Led global business larger public companies & tec
Slide 19: Key Takeaways
Key Takeaways Glimpse Group VR/AR Platform Company Industry Leader Leading-Edge Innovation Emerging Growth Industry SW & Services Enterprise Focus Robust Ecosystem Highly Diversified Own and operate multiple subsidiary companies, growing organically Substantial VR/AR IP portfolio VR/AR has significant
Slide 20: Thank You!
Thank You! General Inquiries Lyron Bentovim President & CEO Mobile: 510-367-2212 Lyron@TheGlimpseGroup.com Maydan Rothblum CFO & COO Mobile: 917-292-2685 Maydan@TheGlimpseGroup.com Investor Inquiries Mark Schwalenberg Director MZ Group - North America Phone: 312-261-6430 Mark.Schwalenberg@mzgroup.us
Slide 21: Appendix
Appendix 21 © 2022 The Glimpse Group
Slide 22: Executive Biographies (I)
Executive Biographies (I) Lyron Bentovim I President & CEO I Chairman of the Board Mr. Bentovim has over 25 years of experience in executive management, technology investing and entrepreneurship. Prior to co-founding the Glimpse Group in 2016, between 2008-2016, Mr. Bentovim served as CFO and COO fo
Slide 23: Executive Biographies (II)
Executive Biographies (II) Jeff Meisner I Chief Revenue Officer I Board Member Mr. Meisner has over three decades of experience serving as an executive leader in technology companies. Mr. Meisner first served as Vice President of the Speedware Corporation, an Internet solutions and IT company. He then
Slide 24: Independent Board of Directors
Independent Board of Directors Sharon Rowlands I Independent Board Member Ms. Sharon Rowlands has over 20 years of experience leading multi-billion-dollar companies serving small and medium-sized businesses, financial markets and enterprise customers. Since January 2019, she has been the CEO of Web.c
Slide 25: Revenue Generating Subsidiary Companies (I)
Revenue Generating Subsidiary Companies (I) Adept provides VR/AR Corporate Training and eLearning experiences for Enterprises and Universities Learning-by-doing perspective compresses time to competence for employees and students SaaS platform manages deployment of experiences, user controls and ana
Slide 26: Revenue Generating Subsidiary Companies (II)
Revenue Generating Subsidiary Companies (II) Post Reality’s tools help users rapidly and easily create, edit and deploy targeted, personalized AR presentations SaaS Solutions provide drag & drop web/mobile AR creation tool and usage data analytics Current industries targeted include: Education, Even
Slide 27: Revenue Generating Subsidiary Companies (III)
Revenue Generating Subsidiary Companies (III) QReal provides photorealistic, lifelike 3D models and experiences Content is optimized, distributed and managed for AR, VR, Web, Mobile and Social Media Virtual and Augmented Reality experiences to support brands, retail and agencies Pulpo AR creates eas
Slide 28: Snapchat AR Filters
Trusted as an official Snapchat partner, QReal's Snapchat AR Filters lifelike AR content brings any brand to life Increased social media engagement results in higher reshares, in-app purchases, brand awareness, and brand recognition Video: https://vimeo.com/555498845/d490bcb7ca 28 © 2022 The Glimpse
Slide 29: Warehouse Inventory Accounting
AdeptXR created a VR simulation that brings a virtual Warehouse warehouse to students containing interactive boxes needing to be accounted for Inventory Accounting Students are given a set of 12 randomly placed boxes they need to locate and record the condition of This VR simulation compliments NSU’
Slide 30: VR For Financial Research
D6 VR’s 18-screen virtual display space allows users VR For Financial to absorb research in a faster, more effective and easily remembered manner Research With D6 multi-dimensional charting, users can immediately explore and interact with a coverage space Analysts can connect with clients ‘face-to-f
Slide 31: Continuum XR (BU)
Boston University was looking to find innovative ways Continuum XR to train new social workers on how to conduct difficult conversations (BU) ContinuumXR simulated various situations and responses that are common to social work in a hospital The platform connects to a custom analytics panel, allowing
Slide 32: Chimera Entertainment
Chimera Entertainment combines a virtual environment Chimera with the ability to stream multiple live broadcasts Entertainment Chimera Entertainment allows entertainers to stream their shows live using an off-the-shelf camera to multiple VR headsets worn by audience members As the way audiences cons
Slide 33: VR Enterprise Training
Adept XR worked with Takeda, a leading VR Enterprise pharmaceutical company, to create a virtual reality training experience outlining the Chromaflow Training process, a series of steps that result in a batch of pharmaceutical product The project included 3D modeling an entire Chromaflow room and all
Slide 34: AR Social Media For Bolle
QReal launched a novel “Try-out” AR marketing AR Social Media Campaign for Bolle’s Chronoshield Goggles For Bolle The Instagram lens allowed users to “Try-on” the goggles to see how they look when wearing them. Then, by switching to the “world view”, it allowed users to “Try-out” the goggles and see
Slide 35: Event Activation Colgate CES
Colgate-Palmolive wanted to stand out from Event Activation competitive booths at CES Colgate CES Mezmos collaborated with Colgate to create an AR experience that super-imposed a digital set of teeth over a sculpture so the user could learn more about how Colgate Total helps improve oral health The
Slide 36: AR Poster For Allergan
PostReality and Allergan worked together to create an AR Poster AR promotion of their new liver medicine For Allergan The activation featured hyper-realistic, 3D renders of livers in various degrees of liver disease The application was shared at numerous events and Allergan continues to collaborate
Slide 37: Support Groups For XR Health
Foretell has partnered with XR Health to host Support Groups support groups in virtual reality For XR Health Foretell Reality’s platform allows users to participate in support groups anonymously as well as remotely Administrators can schedule sessions and create breakout sessions if further privacy
Slide 38: AR Visualization for AEC
Auggd visualizes design intent to all stakeholders throughout the construction project lifecycle, reducing the costs associated with AR Visualization rework for AEC ADCO Construction Pty Ltd, a top 100 private Australian company with approximately $1B in revenues, used the Auggd platform to bring pr
Slide 39: XR Training
XR Terra’s Unity-authorized training and career services prepare graduates with real-world experience in their XR Training desired field. XR Terra’s industry-driven training program created by XR experts, enterprise partners, and academic institutions allows users to graduate with market-competitive
Slide 40: Galderma Interactive Anatomy VR
Galderma partnered with Sector 5 Digital to create an Galderma Interactive immersive motion-based VR experience to take their anatomy training to the next level in order to teach doctors Anatomy VR and injectors who are non-physicians how to inject safely and effectively for optimal patient results.
Slide 41: AR Interactive Displays
In collaboration with AT&T 5G, Brightline Interactive AR Interactive Displays created The Virtual Layer, a shared, location-based AR experience. Using their 5G-connected device, users can interact with virtual content strategically positioned throughout the AT&T Experience store. The first two deploy
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