Activeport Group Limited · ASX:ATV
Activeport — Investor Presentation (August 2023)
11 slides from Activeport's investor presentation, Aug 25, 2023
Slide 1: ActivePort
For personal use only ActivePort August 25, 2023 ActivePort Group Ltd investor.relations@activeport.com.au Level 28, 140 St Georges Terrace, Perth WA 6000
Slide 2: Important Notices and Disclaimer
IMPORTANT NOTICES AND DISCLAIMER IMPORTANT: you must read the following before continuing. This presentation (Presentation) has been prepared by ActivePort Group Ltd (ACN 636 569 634) (Company or ActivePort) for the purpose of providing an overview of its current prospects and proposed development s
Slide 3: ActivePort's Target Addressable Market is $2B and Growing
ActivePort’s Target Addressable Market is $2B and Growing For personal use only ActivePort Software Portfolio 5. NNI Orchestration 6. Cloud Orchestration Five product groups of Core, 2. SD-WAN SD-WAN, NFV, SD-VPN, NNI and Cloud Orchestration (for AI and other GPU-centric applications). 1. Core Orche
Slide 4: Consolidated Group FY23
Consolidated Group FY23 Revenue For personal use only YoY revenue up 40% driven by the significant increase in software revenue in FY23. 19.89 20 Near cash-positive driven by the high gross profit delivered by ActivePort software licensing 18 revenue and one-off revenue items that are expected to co
Slide 5: ActivePort's FY23 Performance
ActivePort’s FY23 Performance ActivePort Software Global Edge Managed Services For personal use only Developing, selling and deploying Network-as-a-Service Delivering ActivePort’s software powered by ActivePort technology support services Management and Orchestration of Edge-to-Cloud Network as a Tw
Slide 6: ActivePort Software
ActivePort Software 614% increase in software revenue YoY with growing sales pipeline and accelerating For personal use only inbound sales enquiries heading into FY24. Develops the core intellectual property of ActivePort Group, our orchestration software. H2 FY22 H1 FY23 H2 FY23 FY23 Licenses Activ
Slide 7: Introducing the Global Edge Network as a Service
Introducing the Global Edge Network as a Service Built by ActivePort and launched in June 2023 with global reach across all continents. For personal use only Global Edge is the first Network-as-a-Service with network-to-network integration (NNI) across carriers and fabric partners for true global SD
Slide 8: ActivePort Transit Ecosystem Partners
ActivePort Transit Ecosystem Partners For personal use only ActivePort integrates ecosystem partners via their Application Programming Interfaces (API’s). Retail Portal MSP, smaller ISP and retail customers access global network ActivePort enables cross-connect between service ecosystems via Global
Slide 9: ActivePort Cloud Orchestration for AI
ActivePort Cloud Orchestration for AI For personal use only Powering Large Language Models (LLM’s) for Telco using ActivePort’s Cloud Orchestration capability matched to AMD’s GPU, FPGA and CPU technology. Radian Arc, powered by ActivePort is AMD’s global partner delivering GPU capacity to the Telco
Slide 10: Outlook for FY24 - Scale-up
Outlook for FY24 - Scale-up For personal use only Sales to Revenue Recurring Revenue Increase Capacity GPU Orchestration Higher Margins Accelerate conversion of Ramp-up recurring revenue Scale-up delivery capacity, Product development in GPU Software revenue installed telco base to with Global Edge
Slide 11: Thank you
For personal use only Thank you
ActivePort Group — Investor Presentation (August 2023) on 6ix