Slide 1: We make Wi-Fi. Better.
We make Wi-Fi. Better. Edgewater Wireless © 2023 Edgewater Wireless Systems Inc. All Rights Reserved. Company Confidential
Slide 2: Forward Looking Statements Disclaimer
Forward Looking Statements Disclaimer Certain statements in this Investor Presentation may constitute "forward-looking" statements which involve known and unknown risks, uncertainties and other factors which may cause the actual results, revenue recognition, performance or achievements of Edgewater
Slide 3: About Us
ABOUT US At our core, Edgewater is an innovation-driven fabless semiconductor and IP licensing company dedicated to make Wi-Fi better for everyone.
Slide 4: Unique Approach
UNIQUE APPROACH Like moving from a single-lane road to a multi-lane highway, Spectrum Slicing allows a frequency band to be divided, or sliced, to enable more capacity in an area.
Slide 5: Proven 10X increase to overall Wi-Fi performance
Wi-Fi Spectrum Slicing Proven 10X increase to overall Wi-Fi performance1 impacting billions of deployed and new connected devices globally 1Source: Large-scale Proof of Concept sampling 6-million devices in 750k homes with Liberty Global
Slide 6: Wi-Fi History and Wi-Fi Standards
Global standard Since 1999 Wi-Fi History Wi-Fi Standards 1999 1 2 802.11b 802.11a • Wider channels • Increased QAM Key outcomes sought is burst-rate 2003 3 802.11g • MU-MIMO SPEED 2009 4 802.11n However all the speed in the world doesn’t help when you are stuck in traffic. 2014 5 802.11ac Single-phy
Slide 7: Proof of Concept
Service provider proven Proof of Concept What we did: Who: Tier 1 Liberty Global (31m homes passed) When: Q2-2022 How: Analysis of real-life Liberty Global footprint sample of 750,000 households with 6 million Wi-Fi devices Where: Europe What: Real-world single-channel performance vs baseline Wi-Fi
Slide 8: Pilot
Service provider proven Pilot What we did: Who: Tier 1 Liberty Global (31m homes passed) When: Q2-2022 How: Wi-Fi performance test of Edgewater ‘beta’ silicon Where: Liberty Global test house (Excentis) What: Test house replicated real-world home Wi-Fi conditions (interference) and compared single-c
Slide 9: Wi-Fi Spectrum Slicing
Wi-Fi Spectrum Slicing A groundbreaking approach to Wi-Fi unlocking next- generation performance for all devices, Spectrum Slicing is the first to enable more physical radio capacity in an area using patented signal processing techniques.
Slide 10: MLX 488 Platform
Advanced WiFi7 features Wi-Fi Spectrum Slicing 24X24 MIMO with up to 320 MHz wide MLX 488 channels, 4K QAM, MU-MIMO and OFDMA Platform Wi-Fi Spectrum Slicing enabled Up to 28 concurrent links/channels for Engineered to deliver the highest future-proof scalability link density in the industry. The tr
Slide 11: The User Experience
We make Wi-Fi. Better. The User Experience The groundbreaking Spectrum Slicing MLX 488 Platform offers service providers granular control over the user experience in the home. Monitor Analyze Control Real-time spectral Device & application analysis AI for Intelligent channel association monitoring O
Slide 12: Total Addressable Market
Total Addressable Addressable Market Market Residential Wi-Fi Wi-Fi Semiconductors 32M 15.4M Spectrum Slicing 30.6M MLX 488 WiFi7 Platform $30.51 Billion 12.4M 9.4M Wi-Fi Semiconductor market in 20231 8.5M 26M Target: $1 Billion Residential and Prosumer Wi-Fi gateways © 2023 Edgewater Wireless Syste
Slide 13: Disruptive Innovation
Disruptive Innovation …20+ Billion existing Wi-Fi devices, such as TVs, smartphones and gaming consoles, do not need to be replaced to realize the gains associated with Wi-Fi Spectrum Slicing plus the newest devices benefit from the latest WiFi7 standard…
Slide 14: Supply Line Ecosystem
Edgewater Supply Line Ecosystem Established production partnerships with leading silicon Accelerated strategic initiatives to on-shore silicon organizations development • Path to foundry established • Direct control of silicon supply lines • Industry leading fabrication services partner builds capab
Slide 15: 26 Granted Patents
26 Granted Patents Wi-Fi Spectrum Slicing Comprising Edgewater’s Core Technology IP Portfolio AI-Driven Multi-link Radio Advanced OFDM Timing and Control Phasing Groundbreaking radio optimization Radio performance algorithms enabling Groundbreaking family of capabilities high-performance comms intel
Slide 16: Average EV to Sales ratio predicted to be 5.5x for 2024
Average EV to Sales ratio is predicted to be 5.5x for 2024; offering significant EV upside potential for Edgewater’s investors as revenue ramps through 2H/2024
Slide 17: Consolidation of pure-play Wi-Fi fabless semiconductor players
Fabless semiconductor and chip Consolidation of pure-play Wi-Fi fabless semiconductor players thematic and Wi-Fi segment investment strong
Slide 18: Edgewater Wireless: We make Wi-Fi. Better.
We make Wi-Fi. Better. An innovation driven, fabless semiconductor and IP licensing Edgewater Wireless company, we are dedicated to making Wi-Fi better for everyone. Proven to deliver 10x, or more, better real-world Wi-Fi performance for TSXV: YFI all devices, Edgewater’s groundbreaking, patented ap
Slide 19: We make Wi-Fi. Better.
We make Wi-Fi. Better. Edgewater Wireless For more information, visit: www.edgewaterwireless.com
Slide 20: Resources
Explainer Video Our groundbreaking approach to better Wi-Fi explained. Light Reading webinar Light Reading webinar Press and Media sharing the real-world results of our trusted Resources partnership with Liberty Global. (research) Learn more about how Spectrum Alliances Slicing is making Wi-Fi bette