Digital Turbine, Inc. · NASDAQ:APPS
Digital Turbine — Mandalay Digital Group — Investor Presentation (June 2013)
24 slides from Digital Turbine's investor presentation, Jun 27, 2013
Slide 1: End to End Mobile Content Solution for Carriers and OEMs
Confidential. © 2013 Digital Turbine, Inc. | | Wednesday, 26 June 2013 1 End to End Mobile Content Solution for Carriers and OEMs Investor Presentation NASDAQ: MNDL www.mandalaydigital.com
Slide 2: Safe Harbor Statement
Confidential. © 2013 Digital Turbine, Inc. | | Wednesday, 26 June 2013 2 Safe Harbor Statement. Statements in this presentation concerning future results from operations, financial position, economic conditions, product r ele ases and any other statement that may be construed as a prediction of futu
Slide 3: Corporate Profile
Confidential. © 2013 Digital Turbine, Inc. | | Wednesday, 26 June 2013 3 NASDAQ MNDL Share Price (6/26/13) $4.50 Fully Diluted Market Cap (6/26/13) $122 MM Fully Diluted Shares Outstanding* 27 MM Insider Ownership ~ 46% Avg. Volume (3 month) 27.5 K FYE 3/31/13 Pro Forma Revenue ~$20 MM California He
Slide 4: The Company
Confidential. © 2013 Digital Turbine, Inc. | | Wednesday, 26 June 2013 4 The Company.
Slide 5: Digital Turbine, Logia Mobile and MIA acquisitions
Confidential. © 2013 Digital Turbine, Inc. | | Wednesday, 26 June 2013 5 ; Digital Turbine ( DT ) – Acquired in December 2011. Technology platform enabling media companies, mobile carriers, and OEM partners to take advantage of multiple mobile operating systems across multiple networks . Strategic M
Slide 6: Seasoned Management and World Class Board of Directors
Confidential. © 2013 Digital Turbine, Inc. | | Wednesday, 26 June 2013 6 Seasoned Management and World Class Board of Directors. Peter Adderton , CEO and Director - Peter Adderton founded Boost Mobile in Australia in 2000. Under his leadership, Boost expanded to New Zealand, Canada and the United St
Slide 7: The Opportunity
Confidential. © 2013 Digital Turbine, Inc. | | Wednesday, 26 June 2013 7 The Opportunity.
Slide 8: The Market Implication
Confidential. © 2013 Digital Turbine, Inc. | | Wednesday, 26 June 2013 8 THE MARKET IMPLICATION Subscribers: • Over 6 Billion Global Subscribers / 4.5B in emerging markets. • ~300M in USA. Enormous Market Opportunity: • While optics do matter, US is only ~5% of market. Devices/Operating Systems: • G
Slide 9: Handset OEMs and Wireless Carriers Want More Control
Confidential. © 2013 Digital Turbine, Inc. | | Wednesday, 26 June 2013 9 Handset OEMs and Wireless Carriers Want More Control. Carrier’s Pain Points 1. Carriers have tried to vertically integrate to distribute applications directly and build their own UI/UX and have failed - but sourcing Third Parti
Slide 10: The Products
Confidential. © 2013 Digital Turbine, Inc. | | Wednesday, 26 June 2013 10 The Products.
Slide 11: An End-to-end Mobile Content Solution
Confidential. © 2013 Digital Turbine, Inc. | | Wednesday, 26 June 2013 11 An End - to - end Mobile Content Solution.
Slide 12: Ignite Product Overview
Confidential. © 2013 Digital Turbine, Inc. | | Wednesday, 26 June 2013 12 Ignite Product Overview. ▪ App management service that enables mobile operators and OEMs to control, manage and monetize the applications that are installed (pre or post) on smartphone devices. ▪ Controls the entire installing
Slide 13: Digital IQ Product Overview
Confidential. © 2013 Digital Turbine, Inc. | | Wednesday, 26 June 2013 13 Digital IQ Product Overview. ▪ Intelligently unscrambles the myriad of available content to deliver a redefined and personalized user experience (“ UX ”). ▪ Innovative cross - platform user experience and Content Management Sy
Slide 14: Content Management Overview
Confidential. © 2013 Digital Turbine, Inc. | | Wednesday, 26 June 2013 14 Content Management Overview. ▪ The only marketplace dedicated for carriers and OEMs to compete with Google Play and iTunes. ▪ Over 100,000 applications serving over 200 million customers in more than 50 countries. ▪ The No.2 M
Slide 15: DT Pay Product Overview
Confidential. © 2013 Digital Turbine, Inc. | | Wednesday, 26 June 2013 15 DT Pay Product Overview. ▪ Connectivity to Operators as the “Visa” for processing mobile content transactions. ▪ Enable content providers (e.g. Electronic Arts) to bill directly to customer’s mobile bill. Pre - paid service co
Slide 16: The Customers
Confidential. © 2013 Digital Turbine, Inc. | | Wednesday, 26 June 2013 16 The Customers.
Slide 17: Operator customers and subscribers
Confidential. © 2013 Digital Turbine, Inc. | | Wednesday, 26 June 2013 17 OPERATOR SUBSCRIBERS PRODUCTS STATUS Telefonica >300M Ignite In Commercial Use Cellcom (Israel) 3M All In Commercial Use SingTel ~450M Ignite, Content Mgmt and 3 rd Party API (Aus) Ignite Launch July, other In Commercial Use A
Slide 18: The Models and Numbers
Confidential. © 2013 Digital Turbine, Inc. | | Wednesday, 26 June 2013 18 The Models and Numbers.
Slide 19: Business Model Example: IQ and Content Management
Confidential. © 2013 Digital Turbine, Inc. | | Wednesday, 26 June 2013 19 Business Model Example: IQ and Content Management. Consumer purchases a $1.00 application: ▪ $.30 to Operator, $.50 to Content Publisher. ▪ $.20 to Digital Turbine (Operator pays sales / VAT tax). ▪ Average customer life of 36
Slide 20: Business Model Example: Ignite
Confidential. © 2013 Digital Turbine, Inc. | | Wednesday, 26 June 2013 20 Business Model Example: Ignite. Operator pays set - up fee for Ignite system (from $ 100K - $ 500K ): ▪ Sliding revenue scale per device (average $.25). ▪ Revenue for DT for each pre - loaded device, regardless of customer beh
Slide 21: Summary Financials
Confidential. © 2013 Digital Turbine, Inc. | | Wednesday, 26 June 2013 21 Summary Financials. *Source : 8K filed 6/26/13 • Pro forma revenues for FYE 3/31/13 ~$ 20* million. • Logia + MIA are established and growing content businesses with products and relationships that can be leveraged into other
Slide 22: Product Comparables
Confidential. © 2013 Digital Turbine, Inc. | | Wednesday, 26 June 2013 22 PRODUCT COMPARABLES Out - of - Box (Ignite) Mobile Application Management Red Bend Software purchased by IBM for $250M AirWatch raises $220M at $1B Valuation. Search and Discovery (IQ) Everything.me raises $35M at $200M valuat
Slide 23: Key Opportunities
Confidential. © 2013 Digital Turbine, Inc. | | Wednesday, 26 June 2013 23 Key Opportunities. Strategic Opportunities: ▪ Continue acquisitions to accelerate distribution, technology, and revenue growth. ▪ Accelerate investment against strategic opportunities (e.g., IQ, books, music, video, etc.) Oper
Slide 24: Contacts
Confidential. © 2013 Digital Turbine, Inc. | | Wednesday, 26 June 2013 24 Contacts. Investor Relations John Mattio MZ Group Senior Vice President – MZ North America Main: 212 - 301 - 7130 Direct: 212 - 301 - 7131 Mobile: 203 - 297 - 3911 john.mattio@mzgroup.us www.mzgroup.us
Mandalay Digital Group — Investor Presentation (June 2013) on 6ix