Sensen Networks Ltd. · ASX:SNS
Sensen Networks — Investor Presentation (May 2019)
29 slides from Sensen Networks's investor presentation, May 1, 2019
Slide 1: Making Cities Smarter – Investor Presentation May 2019
For personal use only Making Cities Smarter Investor Presentation May 2019 ASX: SNS 1 MAKING CITIES SMARTER
Slide 2: Disclaimer
Disclaimer For personal use only This presentation has been prepared by SenSen Networks Pty Limited (SenSen or Financial data: Throughout this Presentation all figures are quoted in A$ dollars Company). unless otherwise stated. Summary information: This Presentation contains summary information abou
Slide 3: SenSen solutions make cities smarter and enterprises more efficient
In the Casino vertical, our solutions help improve • staff productivity For personal use only • yield and minimising loss • customer satisfaction • safety In the Smart Cities vertical, we are making SenSen solutions make cities smarter • roads safer • parking efficient and enterprises more • communi
Slide 4: SenSen Corporate History
SenSen Corporate History For personal use only 2007 2016–2017 2019 Spin off from University of Technology, Sydney Commercialisation within Casino market Increased focus on marketing with Patents and IP transferred to SenSen segment representation at over 12 international Partnership with Crown Casin
Slide 5: SenSen Corporate Snapshot
SenSen Corporate Snapshot For personal use only ASX STOCK CODE SNS Last 12 months’ share trading price and volume Listing date 18-Oct-17 Share price as at 24 April 2019 $0.14 Unlisted options 31.5m Issued shares 418.6m Fully diluted market cap $63m Share register 35% 47% 18% HNW and retail investors
Slide 6: SenSen Board of Directors
SenSen Board of Directors For personal use only Dr. Subhash Challa David Smith - Executive Director Zenon Pasieczny Jason Ko Heather Scheibenstock Executive Chairman & Company Secretary Non-Executive Director Non-Executive Director Non-Executive Director Subhash founded SenSen Networks David brings
Slide 7: SenSen Technology
SenSen Technology For personal use only THE SENDISA PLATFORM – POWERED BY THE LATEST ADVANCES IN AI AND MACHINE LEARNING Sense Extract relevant data Use data to reduce Integrate with Integrate Analyse from cameras and cost of operations Enterprise Business sensors and increase revenue Applications S
Slide 8: Highly Scalable, Recurrent Revenue Model
Highly Scalable, Recurrent Revenue Model For personal use only VERTICAL APPLICATIONS REVENUE MODEL Yearly license fee linked to the volume of parking violations Parking Enforcement processed or number of cameras used for monitoring parking violations Parking Occupancy Per bay per month Sign/Line Aud
Slide 9: Markets: globally
For personal use only There are more than 1,300 There are more casinos with over SenSen’s than 2,000 smart 50,000 tables cities in the world between them Markets: globally SenSen is operating in a rapidly Our aim to be on growing, multi-billion dollar market undergoing significant We are targeting o
Slide 10: SenSen's Global Footprint
SenSen’s Global Footprint For personal use only 10 * Select clients and partners MAKING CITIES SMARTER
Slide 11: Financial Performance
Financial Performance For personal use only FY16 ($M) FY17 ($M) FY18 ($M) H1 FY19 AUDITED AUDITED AUDITED ($M) AUDITED Total revenue for FY18 +96% year-on-year to $1.8m, driven by a combination of both new Total Revenue 1.11 2.07 4.05 2.22 client contracts and existing recurring revenue from custome
Slide 12: Key Product for Smart Cities: SenFORCE
Key Product for Smart Cities: SenFORCE For personal use only SenSen caters for automated enforcement of every bylaw related to parking, including no-stopping, clearways, school zone, bus/taxi zones in addition to paid/permit parking enforcement. Highest accuracy of LPR even in extreme operating cond
Slide 13: SenSen Smart City Solutions
SenSen Smart City Solutions For personal use only The SenSen technology platform allows us to acquire customers on a point product offering and upsell other solutions Smart Platform for Smart Cities Parking Guidance & Enforcement Video Asset Audits Smart Surveillance Road Safety Video Tolling 13 MAK
Slide 14: Competition – Smart City Solutions
Competition – Smart City Solutions For personal use only SenSen is unique There is no other company that offers the breadth of solutions that we offer. SenSen consistently delivers higher accuracy at lower cost than competitors across multiple smart city use cases. Solution Competitors SenSen Advant
Slide 15: Smart City Market – Sales Pipeline
Smart City Market – Sales Pipeline For personal use only ✓ Over 120 customer opportunities in pipeline ✓ Multiple Proof of Concept Initiated Request for Information Tenders/RFP Initial Contact Contract Award Proof of Concept Completed Revenue channels/distributors engaged and incentivised to increas
Slide 16: Gemineye New Product Launch
For personal use only Gemineye New Product Launch 16 MAKING CITIES SMARTER
Slide 17: Gemineye – New Product Launch
Gemineye – New Product Launch For personal use only Gemineye will enable We estimate that this SenSen’s smart city will expand the Lower cost, pay-as-you- monitoring solutions to addressable market at go revenue model reach cities of all sizes, least 10x not just the mega cities Significantly shorte
Slide 18: Gemineye ANPR
• The smartphone app that offers cities and authorities worldwide an affordable, highly accurate solution for For personal use only Automatic Number Plate Recognition (ANPR) and other smart city solutions, literally in the palm of their hands. Gemineye • By using off-the-shelf smartphones mounted us
Slide 19: Gemineye Kerbside
Gemineye Kerbside For personal use only • A smartphone in a patent pending enclosure powered by solar/battery/mains power, running Gemineye apps • The data is sent to our cloud hosted software, SenBOS, for integration with downstream smart city applictions • Powered by SenSen AI to deliver the most
Slide 20: A disruptive product offering enabling cities of all sizes and budgets to become smart
For personal use only A disruptive product offering enabling cities of all sizes and budgets to become smart 20
Slide 21: Extensive Recent Press Coverage
Extensive Recent Press Coverage For personal use only 21 MAKING CITIES SMARTER
Slide 22: Key Product: SenGAME
Key Product: SenGAME For personal use only SenGAME revolutionises table game operations in casinos, allowing customers to accurately monitor traffic inflow and analyse the impact of non-gaming events. Delivers accurate, immediately actionable insights regarding: • Table activity and occupancy heat m
Slide 23: Competition – Casino Table Games Solution
Competition – Casino Table For personal use only SenSen Games Solution • SenSen Solution • is a complete retrofit – no change to the table or layout • A smart phone in a case… nothing more • Low cost and highly accurate • Competitor • RFID chips, readers under the table • Extremely expensive 23
Slide 24: Casino Market - Sales Pipeline
Casino Market - Sales Pipeline For personal use only ✓ Over 30 customer opportunities in pipeline Initial Small Scale Roll Out Initial Contact Request for Information Large Scale Roll Out Proof of Concept Revenue Contract negotiated ✓ Multiple channels/distributors engaged and incentivised to increa
Slide 25: SenSen Growth Strategy
For personal use only Rapidly grow within the existing city councils and broader smart city market through channel partners SenSen Growth Expand with new and existing Strategy customers in the casino market Expand and accelerate the market 10x with world class innovations like Gemineye 25 MAKING CIT
Slide 26: New Customer Wins – FY19
New Customer Wins – FY19 For personal use only Smart Cities Casinos City of Cairns Solaire Casino (Philippines) ATB (Canada) Macau casino group YMCA (Canada) eConnect (USA) Riyadh EVT (Thailand) SenSen has established a strong sales pipeline with more than 150 active opportunities. Every new custome
Slide 27: Summary: Positives, Challenges and Outlook
•Large growing market •Strong recurrent revenues For personal use only Positives •Good upfront revenue •Strong upsell opportunities •Sticky customers - high life time value •Accelerated momentum via reseller/distribution channels •The high cost and value of solutions has limited the existing Summary
Slide 28: SenSen solutions make cities smarter and enterprises more efficient
For personal use only SenSen solutions make cities smarter and enterprises more efficient 28 MAKING CITIES SMARTER
Slide 29: For personal use only
For personal use only Subhash Challa | CEO David Smith | Executive Director Tim Dohrmann | Investor Relations subhash@sensennetworks.com dsmith@sensennetworks.com tim@nwrcommunications.com.au +61 409 082 952 +61 414 239 84 +61 468 420 846 Unit 4, 71 Victoria Crescent, Abbotsford, 3 Spring Street, Me