Liveone, Inc. · NASDAQ:LVO
Liveone — LiveXLive Media — Investor Presentation (October 2019)
22 slides from Liveone's investor presentation, Oct 2, 2019
Slide 1: Investor Presentation September 30, 2019
INVESTOR PRESENTATION NASDAQ: LIV X SEPTEMBER 30, 2019
Slide 2: Disclaimer
The information in this presentation is provided to you by LiveXLive Media, Inc . (the “Company”) solely for informational purposes and is not an offer to buy or sell, or a solicitation of an offer to buy or sell, any security or instrument of the Company, or to participate in any investment activit
Slide 3: We give brands, fans and bands the best seat in the house
3 We give brands, fans and bands the best seat in the house LIVE X LIVE The world’s leading social music platform devoted to the live music experience, internet radio, music video content and music culture
Slide 4: Unmet demand for live music, growth of mobile, live streaming
UNMET DEMAND FOR LIVE MUSIC GROWTH OF MOBILE LOVE OF LIVE MUSIC DESIRE FOR PREMIUM CONTENT ACCEPTANCE OF LIVE STREAMING 2014 2020 201 2.9 Billion 1.6 Billion Over 2.5 billion smartphone users globally in 2018 32M people attend at least one music festival in the U.S. annually 51% of U.S. attended a l
Slide 5: Positioned at the center of three exploding sectors
U.S. LIVE MUSIC GLOBAL DIGITAL MUSIC STREAMING GLOBAL OTT/STREAMING $ 28.0B $29.5B $30.3B $19.6B $11.1B $5.4B POSITIONED AT THE CENTER OF THREE EXPLODING SECTORS Source: IBISWorld, PWC 5
Slide 6: LiveXLive at a Glance
LIVE X LIVE at a Glance Note: LIVX’s fiscal year ends March 31 st YTD progress denotes 3/31/2019 – 9/30/2019 Festival Livestreams 49M+ • Live Streams YTD vs. +51MM in FY19 19 • Music Events (YTD) 200+ • Artists Streamed (YTD) Reach & Platforms 179+ • Countries Reached by Live Music Streaming 775K+ •
Slide 7: Aggregating the Most Festivals in One Place
7 Aggregating the Most Festivals in One Place 2,000+ Music Festivals Worldwide 7
Slide 8: FY'20 Potential Streaming Lineup
FY’20 POTENTIAL STREAMING LINEUP – 2x YoY SOCIAL REACH FY’19 SOCIAL FOLLOWING INCREASED TO 2.2 BILLION FROM FY’18 OF 1. 1 BILLION DEMI LOVATO | BRUNO MARS | LIL WAYNE | DAVID GUETTA | KE$HA | TAYLOR SWIFT | TIËSTO | KENDRICK LAMAR | CARDI B | HARDWELL | AVENGED SEVENFOLD | MUSE | RICK ROSS | LORDE |
Slide 9: Distribution: A Global Streaming Service
DISTRIBUTION: A GLOBAL STREAMING SERVICE LiveXLive streams in over 179 countries around the world 9
Slide 10: New Unified Product – Live + Audio Together
NEW UNIFIED PRODUCT – Live + Audio TOGETHER FOR THE FIRST TIME Services combine recorded music, live music, audio and video including the U.S, music libraries of: 10
Slide 11: Original Content: LiveZone
Link to Vimeo: vimeo.com/ 310841546 11 Original Content: LiveZone • Launched in December 2018 • Powerful platform for brands and sponsors to extend their audience reach via advertising and partnerships • In - house production • Top - tier broadcast facilities • Best - in - class crew LiveXLive can p
Slide 12: Distribution Channels
DISTRIBUTION CHANNELS Desktop Mobile OTT CONTENT + PROMO PARTNERS O&O APPS 3 RD PARTY PLATFORMS AUDIO DISTRO 12
Slide 13: Marketing: Engagement Driven by Influencers and Performing Artists
MARKETING: ENGAGEMENT DRIVEN BY INFLUENCERS AND PERFORMING ARTISTS JOHANNES BARTL KING BACH JUSTIN ROBERTS JAKE PAUL AMANDA CERNY JUSTIN BIEBER ED SHEERAN CHARLIE PUTH POST MALONE SHAWN MENDES INFLUENCERS ARTISTS POST MALONE AT ROLLING LOUD - LA, STREAMED BY LIVEXLIVE Post Malone – Sunflower at Roll
Slide 14: Monetization Path
Present Monetization Path Monetization & Services Future Monetization Path INTEGRATED MARKETING DATA TRANSACTIONS IN - CHANNEL PURCHASES ADVERTISERS SUBSCRIPTION REVENUE SPONSORSHIPS 14
Slide 15: Subscription Revenue and Paid Subscribers
Revenue Paid Subscribers • Substantial growth in paid subs and quarterly revenue over the past 1.5 years SUBSCRIPTION REVENUE 400,000 450,000 500,000 550,000 600,000 650,000 700,000 750,000 $0 $1,000 $2,000 $3,000 $4,000 $5,000 $6,000 $7,000 $8,000 $9,000 $10,000 Dec-17 Mar-18 Jun-18 Sep-18 Dec-18 M
Slide 16: Initial Sponsorship Traction
► KIA ► SAMSUNG ► DOS EQUIS INITIAL SPONSORSHIP TRACTION 16
Slide 17: Select Financials – Substantial Growth
($4.6M) Full year March 31, 2020 guidance Revenue ($50.0M - $65.0M) and Adj Ops Loss* ($10.0M - $15.0M ) SELECT FINANCIALS – SUBSTANTIAL GROWTH * Adj . Operating Income (Loss) – see definition on p . 18 / slide Revenue Adj Ops Income (Loss)* FY 2018 FY 2019 Q1 ‘19 $33.7M $7.6M $7.2M +350% YOY Revenu
Slide 18: Financial Snapshot
(USD $ in Millions) Three Months June 30, 2019 Revenue $9.5 Adjusted Operating Income (Loss) 1 ($4.6) Cash & Cash Equivalents $10.0 Total Debt 2 $16.6 Total Stockholder’s Equity $1.8 Shares Outstanding 3 52,378,133 Fully Diluted Shares Outstanding 4 62,140,403 Following the close of the quarter (Jul
Slide 19: World Class Management Team
World Class Management Team Dermot McCormack PRESIDENT Renowned music industry executive , with expertise from content development to technology , growth strategies and monetization . Michael Zemetra CFO Seasoned executive with extensive financial and operational experience in building , managing an
Slide 20: Distinguished & Experienced Board of Directors
Distinguished & Experienced Board of Directors Craig Foster INDEPENDENT DIRECTOR Former Chief Financial Officer and Chief Accounting Officer of Amobee , Inc . Patrick Wachsberger INDEPENDENT DIRECTOR Founder and CEO of Picture Perfect Entertainment and former Chairman of Lionsgate Films Kenneth Solo
Slide 21: Summary
Strong opportunity for growth Predictable revenue driven by subscription Early wins with key sponsors, advertisers & distribution partners Low content costs Multiple monetization paths LIVE X LIVE Summary 21 Proven management team and experienced board and advisors with industry expertise
Slide 22: X IR@LIVEXLIVE.COM
NASDAQ: LIV X IR@LIVEXLIVE.COM
LiveXLive Media — Investor Presentation (October 2019) on 6ix