Liveone, Inc. · NASDAQ:LVO
Liveone — LiveXLive Media — Needham Growth Conference 2019
33 slides from Liveone's conference presentation, Jan 16, 2019
Slide 1: LiveXLive
LIVEXLIVE THE GLOBAL LIVE MUSIC LIFESTYLE MEDIA BRAND FOR ALL SCREENS NASDAQ: LIVX
Slide 2: Safe Harbor
SAFE HARBOR The information in this presentation is provided to you by LiveXLive Media, Inc. (the “Company”) applications, management’s relationships with industry stakeholders, changes in economic solely for informational purposes and is not an offer to buy or sell, or a solicitation of an offer to
Slide 3: LiveXLive is the world's leading premium streaming platform for live music
LIVEXLIVE IS THE WORLD’S LEADING PREMIUM STREAMING PLATFORM DEVOTED TO LIVE MUSIC, INTERNET RADIO AND MUSIC- RELATED VIDEO CONTENT
Slide 4: World Class Management Team
WORLD CLASS MANAGEMENT TEAM Robert Ellin – Chairman and Chief Execu+ve Officer Jerry Gold – Chief Strategy Officer and Director Over 30 years of investment and turnaround experience, deep Former Execu=ve Vice President and CFO of Warner Music Group and rela=onships in media and entertainment, & prior pu
Slide 5: Distinguished and Experienced Board of Directors
DISTINGUISHED AND EXPERIENCED BOARD OF DIRECTORS Ramin Arani– Independent Director Craig L. Foster - Independent Director Former lead manager of Fidelity’s Puritan Fund and current Board Former Chief Financial Officer and Chief Accoun=ng Officer of member of Vice Media, Ellen Digital and Opportunity Net
Slide 6: Click the above image to view the video
Click the above image to view the video 6
Slide 7: Festival Growth to Revenue Growth – Live Nation Case Study
FESTIVAL GROWTH TO REVENUE GROWTH – LIVE NATION CASE STUDY 10,000 $60.00 Share Price Events $50.00 7,500 Live Events $40.00 Share Price 5,000 $30.00 $20.00 2,500 $10.00 0 $- Mar-10 Sep-10 Mar-11 Sep-11 Mar-12 Sep-12 Mar-13 Sep-13 Mar-14 Sep-14 Mar-15 Sep-15 Mar-16 Sep-16 Mar-17 Sep-17 Mar-18 Sep-18
Slide 8: Key Macro Drivers
KEY MACRO DRIVERS
Slide 9: Significant Unmet Demand for New Ways to Experience Live Music
SIGNIFICANT UNMET DEMAND FOR NEW WAYS TO EXPERIENCE LIVE MUSIC GROWTH OF LOVE OF LIVE DESIRE FOR ACCEPTANCE OF MOBILE MUSIC PREMIUM LIVE STREAMING CONTENT 2020 2.9 Billion 1.6 Billion 2014 201 32M people attend at least one music festival in the U.S. Subscribers: Users watch live Over 2.5 billion an
Slide 10: Premium Services and Advertising Dollars Are Going Through a Fundamental Shift
PREMIUM SERVICES AND ADVERTISING DOLLARS ARE GOING THROUGH A FUNDAMENTAL SHIFT 1. PAY FOR PREMIUM SERVICES 2. SUBSCRIBE TO MULTIPLE SERVICES 3. DIGITAL MUSIC REVENUE BY SOURCE 401 MILLION global Used Multiple Music 2013 OTT video paid Apps for Streaming 8% 6% subscribers in 2017 September 2016 19% 6
Slide 11: Not a Winner Take All Market
NOT A WINNER TAKE ALL MARKET – THERE WILL BE MULTIPLE WINNERS IN THE MEDIA STREAMING ECOSYSTEM 11
Slide 12: Positioned at the Center of Three Exploding Sectors
POSITIONED AT THE CENTER OF U.S. LIVE MUSIC THREE $29.5 B EXPLODING $28.0B SECTORS GLOBAL DIGITAL MUSIC STREAMING $30. 3b $11.1 B $19. 6b $5.4B GLOBAL OTT/STREAMING Source: IBISWorld, PWC 12
Slide 13: Key LiveXLive KPI Tracking YTD
KEY LIVEXLIVE KPI TRACKING YTD • Fiscal Year Goal: 27+ festivals, 400+ hours of content Festival Livestreams Reach & Platforms Original Content • 44M+ • 125+ • 325+ Live Streams (YTD) Countries Reached Hours of Live Music • 18 • 643k+ • 200+ Music Festivals Paid Subscribers Original short-form (YTD)
Slide 14: LiveXLive Content
Se DEXtIve bSQNTENT
Slide 15: Summer of Music Festivals Content
ER OF MUSIC FESTIVALS CONTENT: sic fans over 80 days of the2018 best in liveFESTIVAL – all summer long! LINEUP 1 OVER 2,000 MUSIC FESTIVALS WORLDWIDE PRESENTS SIGNIFICANT OPPORTUNITY 27 FESTIVAL FOOTPRINT X 8 HOURS OF CONTENT PER DAY X 3 DAYS PER FESTIVAL = SEVERAL HUNDRED HOURS OF LIVE AAA CONTENT,
Slide 16: 2018 Streaming Lineup – 2x YoY Social Reach
2018 STREAMING LINEUP – 2x YoY Social Reach POST MALONE | DEMI LOVATO | BRUNO MARS | LIL WAYNE | DAVID GUETTA | KE$HA | BIG SEAN | TIËSTO | KENDRICK LAMAR | CARDI B | HARDWELL | AVENGED SEVENFOLD| MUSE | RICK ROSS | LORDE | ZEDD | J. COLE | FOO FIGHTERS | THE CHAINSMOKERS | DJ KHALED | PEARL JAM | A
Slide 17: Distribution: A Global Streaming Service
DISTRIBUTION: A GLOBAL STREAMING SERVICE Streams LiveXLive content LIVEXLIVE streams in over 125 countries worldwide 17
Slide 18: Content: Insomniac
CONTENT: INSOMNIAC • The global thought leader in Dance • 1st company-wide partnership agreement Music, inclusive of EDM • LiveXLive has secured 5-year, exclusive, • 400+ festivals, concerts and club global digital broadcast rights across all nights during 25 year history Insomniac events, including
Slide 19: LiveXLive in the News
LIVEXLIVE IN THE NEWS.... Forbes LiveXLive Looks To Mirror MTV And ESPN As The First Global Network For Live Music Events e on tote Live Music LiveXLive Wants to Make the ‘SportsCente sane BOCTTEERS ‘
Slide 20: Content: 3 Festivals Streamed Simultaneously
CONTENT: 3 FESTIVALS STREAMED SIMULTANEOUSLY Recent Festivals Streamed by LiveXLive SUMMER OF MUSIC OVERVIEW FESTIVALS – MAY 18-20, 2018 CONTENT SUMMARY VIEWS Bringing music fans over 80 days of the best in live – all summer long! 3 DAYS OF STREAMED 3 MAJOR MUSIC FESTIVALS PERFORMANCES 14+ 60+ HOURS
Slide 21: Content: Rolling Loud Los Angeles
CONTENT: ROLLING LOUD LOS ANGELES Recent Festival Streamed by LiveXLive OVERVIEW DECEMBER 14-15, 2018 CONTENT SUMMARY VIEWS 2 DAYS OF PERFORMANCES 3 MAJOR MILESTONES ACHIEVED 20+ HOURS OF LIVE 3.5+ SAMSUNG KEY VR CONTENT LAUNCHED LIVE ZONE KIA BRANDED EXPERIENCE PARTNERSHIP MILLION (AS COMPARED TO 1
Slide 22: Our Production & Distribution Platform
OUR PRODUCTION & DISTRIBUTION PLATFORM
Slide 23: Platform: Audio and Video Streaming Music Services Come Together
PLATFORM: AUDIO AND VIDEO STREAMING MUSIC SERVICES COME TOGETHER Services combine recorded music, live music, audio and video including the U.S, music libraries of: • Car distribution to 85 different automobiles, including Tesla • 350+ curated, interactive music stations with fully interactive music
Slide 24: Marketing and Distribution: Overview
MARKETING AND DISTRIBUTION: OVERVIEW DEVICES / LAUNCHED IN FY’19 CARRIER OPERATING SYSTEMS SUPPORTED / VEHICLES 24
Slide 25: Marketing: Engagement Driven by Influencers and Performing Artists
MARKETING: ENGAGEMENT DRIVEN BY INFLUENCERS AND PERFORMING ARTISTS INFLUENCERS ARTISTS JOHANNES BARTL JAKE PAUL METALLICA RED HOT CHILI PEPPERS AMANDA CERNY ALICIA KEYS KING BACH JUSTIN ROBERTS MAROON 5 RIHANNA Demi Lovato – Sober 4,832,608 views LXL INFLUENCER, JAKE PAUL, EARNING OVER 1M YOUTUBE VI
Slide 26: LiveZone: The SportsCenter of Live Music
LIVEZONE: THE SPORTSCENTER OF LIVE MUSIC • Launched in December 2018 • Only platform for music fans to watch, listen, experience, discuss, deliberate and enjoy live music and entertainment on a daily basis • On Location / Live Reports / Music Updates • Variety of Rich Content and Entertainment News
Slide 27: Monetization Strategy
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Slide 28: Monetization and Services
MONETIZATION AND SERVICES DISTRIBUTION REVENUE SUBSCRIPTIONS ADVERTISERS IN CHANNEL PURCHASES INTEGRATED MARKETING TRANSACTIONS DATA 28
Slide 29: Select Financials
SELECT FINANCIALS • Full year March 31, 2019 guidance - Revenue - $37.5M - $45.0M and Adj Ops Income (Loss)* ($10.0M) - ($12.0M) $37.5M - $45.0M Revenue $8.0M Adj Ops Income (Loss) $7.6M $7.1M $0.2M FY 2017 FY 2018 Q1 19A Q2 19A FY 2019 FC ($3.1M) $(6.1M) ($4.6M) ($3.6M) * Adj. Operating income (los
Slide 30: Select Financials
SELECT FINANCIALS LiveXLive successfully closed a private placement in June 2018, raising $10.0M in net proceeds by issuing $10.64M of senior convertible debentures, convertible at $10/share (USD $ in Millions) Six Months Ended September 30th, 2018 Revenue $15.6 Adjusted Operating Income ($8.2) (Los
Slide 31: Key Takeaways
KEY TAKEAWAYS • World class management team with • Editorial team and daily news reporting deep experience in media brand to build authority across LiveXLive building and music platform • More live streamed festivals, concerts, • A diverse slate of original and acquired and special events: programs
Slide 32: Capital Markets
CAPITAL MARKETS Stock News Releases NASDAQ: LIVX December 20, 2018 LiveXLive Reports Strong Growth Across All Key Performance Metrics Following Rolling Loud Festival Stock Price $5.86 December 18, 2018 (12/31/18): This Weekend: LiveXLive to Livestream the Life is Beautiful Festival Globally, Excludi
Slide 33: Investor Relations Contact: Blueshirt Group
INVESTOR RELATIONS CONTACT: BLUESHIRT GROUP IR@LIVEXLIVE.COM