Beonic Limited · ASX:BEO
Beonic — Skyfii — Thorney Investment Forum 2019
44 slides from Beonic's conference presentation, May 14, 2019
Slide 1: Thorney Investment Forum - Company Presentations (ASX announcement)
Thorney Technologies Ltd ABN 66 096 782 188 ASX Announcement: 14 May 2019 ASX Code: TEK For personal use only THORNEY INVESTMENT FORUM – COMPANY PRESENTATIONS Please find attached a company presentation from Skyfii Ltd [ASX:SKF] being presented at today’s Thorney Investment Forum in Sydney. Details:
Slide 2: Thorney Investment Forum 14th May 2019
For personal use only Thorney Investment Forum 14th May 2019 ASX: SKF
Slide 3: Omnidata intelligence: people and technology
For personal use only Omnidata intelligence is the practice of analysing multiple data sets to create a complete understanding of behaviour and experiences across the physical and digital world. Intelligent Intelligent People Technology (Services) (IO Platform) Data scientists, A data & marketing st
Slide 4: IO Platform - Intelligent Technology
IO Platform For personal use only Intelligent Technology Skyfii IO provides businesses with a suite of tools that helps them analyse, predict, and influence customer behaviour across digital and physical experiences. SaaS Recurring Revenue model: ● Enterprise customers IO Insight ● Multi-year contract
Slide 5: Services - Intelligent People
Services For personal use only Intelligent People Skyfii’s experienced team of Digital Strategists, Data Scientists, Marketing Experts Strategy Research and Engineers help our customers achieve their strategic objectives through; Our strategists are experts in Our data scientists can data and digital
Slide 6: Skyfii IO data sources
Skyfii IO supports data collection from a growing number of sources. It gives venues the For personal use only ability to build a holistic view of the visitor experience and the factors that influence it. 5
Slide 7: Enterprise Client Snapshot
Enterprise Client Snapshot For personal use only 6
Slide 8: Case Studies
For personal use only CASE STUDIES
Slide 9: Shopping Centres: Building a Robust Database of 1st Party Data
For personal use only SHOPPING CENTRES Building a Robust Database of 1st Party Data A shopping centre needed better data on who their shoppers were, and how they were interacting with the centre.
Slide 10: Shopping Centres: Omnidata Solution and Outcome
SHOPPING CENTRES For personal use only Omnidata Solution: Deployed WiFi to measure experiences and build a customer database Modern Mall Outcome: Please take a moment to help us improve your experience with a short survey: modmall.com/survey Increased customer database to over Unsubscribe modmall.co
Slide 11: Quick Service Retail: Increasing Revenue through Targeted Engagement
For personal use only Quick Service Retail Increasing Revenue through Targeted Engagement A QSR chain was looking for ways to increase the average ticket size in its restaurants.
Slide 12: QSR: Omnidata Solution and Outcome
QSR For personal use only Omnidata Solution: Deployed WiFi to understand customer behavior and preferences Integrated with POS and existing CRM to understand purchase behavior and loyalty Automated, targeted offers can be delivered to customers in-restaurant via WiFi, SMS, or push notifications based
Slide 13: Universities: Measuring Student Attendance with WiFi Intelligence
For personal use only UNIVERSITIES Measuring Student Attendance with WiFi Intelligence A leading Australian University needed a better system for tracking attendance.
Slide 14: Universities: Omnidata Solution and Outcome
UNIVERSITIES For personal use only Omnidata Solution: Leveraged existing WiFi network to measure student behavior Correlated WiFi analytics with student timetables to understand which students attended classes they were scheduled for Outcome: University has a clearer understanding of how different su
Slide 15: Growth Strategy
For personal use only GROWTH STRATEGY
Slide 16: Organic
For personal use only ORGANIC
Slide 17: Organic
For personal use only ORGANIC
Slide 18: Organic
For personal use only ORGANIC
Slide 19: Organic
For personal use only ORGANIC
Slide 20: Organic
For personal use only ORGANIC
Slide 21: Cincinnati Bell
For personal use only (Cincinnati Bell)
Slide 22: Strategic Acquisition: Highly Fragmented Industry
For personal use only STRATEGIC Highly Fragmented Industry ACQUISITION * * Intention to acquire Beonic announced on 14 May 2019
Slide 23: Skyfii to Acquire Beonic Technologies
For personal use only SKYFII TO ACQUIRE BEONIC TECHNOLOGIES - STRENGTHENING ITS OMNIDATA INTELLIGENCE CAPABILITY
Slide 24: Beonic Technologies overview
For personal use only ● Beonic Technologies has a long history in ● Currently servicing a portfolio of blue chip providing foot traffic counting and workforce customers with ~ 300 – minimal customer optimisation reporting to the retail, shopping crossover provides significant cross-sell potential centr
Slide 25: Acquisition rationale and synergies
For personal use only ● Portfolio of blue chip customers: Further extends our customer base into retail, municipality and retail property in the Australian, New Zealand and Asian markets ● Technology/data diversification: increases the number of represented data sources available in the platform ● Ex
Slide 26: Skyfii IO: A single platform for understanding and engaging visitors
For personal use only SKYFII IO: A SINGLE PLATFORM FOR UNDERSTANDING & ENGAGING VISITORS Skyfii IO is a cloud-based customer analytics and engagement platform that enables venues to analyze, predict, and influence visitor behavior: • Correlate people counting data with other data sources from your ven
Slide 27: Platform use cases for venues
For personal use only Improve Queue Times Improve Conversions Monitor how much time visitors spend waiting Compare how venues across your portfolio are in-line at security checkpoints, retail checkout, performing for metrics like conversions or total or in hotel lobbies, and then measure how visits,
Slide 28: Market Opportunity
For personal use only MARKET MARKET OPPORTUNITY OPPORTUNITY
Slide 29: Diversified Product & Service Offering with Global Application
Diversified Product & Service For personal use only Offering with Global Application Shopping Centres Retail Outlets Universities Casinos Airports Gyms Hospitals Restaurants 28
Slide 30: Enterprise Client Snapshot
Enterprise Client Snapshot For personal use only 29
Slide 31: Competitive positioning: feature set vs cost
For personal use only HIGH COST FEATURE SET / CAPABILITY POOR FEATURE SET / CAPABILITY RICH LOW COST * All peers are privately owned companies.
Slide 32: Competitive positioning: enterprise vs non-enterprise
HIGH COST Enterprise For personal use only FEATURE SET / CAPABILITY POOR FEATURE SET / CAPABILITY RICH Non Enterprise LOW COST * All peers are privately owned companies.
Slide 33: Competitive positioning: enterprise vs non-enterprise
HIGH COST Enterprise For personal use only FEATURE/CAPABILITY POOR FEATURE/CAPABILITY RICH Non-Enterprise LOW COST * All peers are privately owned companies.
Slide 34: Capability comparison
For personal use only Guest Wifi ✓ ✓ ✓ ✓ Location analytics ✓ ✓ ✓ ✓ Omnichannel marketing tools ✓ ✓ ✓ ✓ Other data sources (People Counting) ✓ Data Services ✓
Slide 35: Path to #1 global provider
#1 GLOBAL PROVIDER To become the leading omnidata intelligence ENHANCE provider to physical venues For personal use only SHAREHOLDER globally. RETURN Largest provider by revenue Consolidate market leading and market capitalisation DIVERSIFIED PRODUCT position globally AND SERVICE OFFERING Expand dat
Slide 36: Financial Highlights
For personal use only FINANCIAL HIGHLIGHTS
Slide 37: Revenue streams
For personal use only are generated from ongoing subscription fees for access to Skyfii’s SaaS ‘IO’ platform. are generated from the payment of projects undertaken by both Data Consultancy Services (DCS) and Marketing Services (MS) divisions, including revenues generated from customers of the Causely
Slide 38: Total revenue growth
For personal use only 84.7% CAGR ● Total Revenue 84.7% CAGR over 4 years: 2H FY2015-1H FY2019. ● Total Operating Revenues at A$2.24m for Q3 FY2019, up 46% YoY from Q3 FY2018 37 * Provisional unaudited for the 1HFY2019
Slide 39: Recurring revenue growth
For personal use only 78.1% CAGR ● Recurring Revenues are typically contracted on 3-5 year contract terms. ● Recurring Revenue 78.1% CAGR over 4 years: 2H FY2015-1H FY2019. ● Recurring Revenues of A$1.33m for Q3 FY2019, an increase of 44.2% year on year 38
Slide 40: FY2019 targets
For personal use only $1.2m ● Targeting continued top line revenue growth. ● Stated strategy to $2.0m maintain EBITDA positive FY2019. ● Continued investment into the operating model. 39
Slide 41: Outlook
For personal use only OUTLOOK
Slide 42: Outlook priorities
For personal use only 41 1. 2. 3. 4. 5.
Slide 43: Important Notice and Disclaimer
Important Notice and Disclaimer This presentation has been prepared by Skyfii Limited (ACN 009 264 699) (Skyfii or the Company). The information contained in this presentation is current at the date of this presentation. The information is a summary overview of the current activities of the Company an
Slide 44: Contact
For personal use only Contact: Wayne Arthur Founder, Chief Executive Officer wayne@skyfii.com www.skyfii.io