Lantronix, Inc. · NASDAQ:LTRX
Lantronix — Merger or Acquisition (November 2019)
15 slides from Lantronix's merger presentation, Nov 1, 2019
Slide 1: Intrinsyc Acquisition Presentation November 2019
Copyright © Lantronix 2017. All rights reserved. Intrinsyc Acquisition P r esenta t ion November 2019 COMPANY CONFIDENTIAL. DO NOT DISTRIBUTE
Slide 2: Forward-Looking Statements
Copyright © Lantronix 2017. All rights reserved. Forward - Looking Statements 2 This presentation contains forward - looking statements, including statements concerning our business and product development plans and strategies, the perceived benefits of our products, and our future growth and financ
Slide 3: Our Mission: Creating Secure Data Access & Management Solutions for IoT
Cop yr i gh t © Lan tr on i x 2017 . A l l r i gh ts r e serve d . 3 OUR MISSION CREATING SECURE DATA ACCESS & MANAGEMENT SOLUTIONS FOR IoT Our mission is to be the leading supplier of IoT solutions that enable companies to dramatically simplify the creation, deployment, and management of IoT projec
Slide 4: Lantronix Secure Solutions for the Internet of Things
Lantronix Secure Solutions for the Internet of Things • Global provider of secure data access and management solutions for IoT • Connectivity solutions that are easy to deploy and accelerate time to market • Growing Market with millions of devices connected worldwide • Strong Blue Chip customer base
Slide 5: Proven Leadership Team
Copyright © Lantronix 2017. All rights reserved. 5 PROVEN LEADERSHIP TEAM Paul Pickle CEO Michael A. Fink VP, Operations Fathi Hakam VP, Engineering Jon Shipman VP, Strategy David Goren VP, Business Affairs, Legal & Human Resources Kevin Yoder VP, WW Sales & Marketing COMPANY CONFIDENTIAL. DO NOT DI
Slide 6: Our Growth Strategy
Copyright © Lantronix 2017. All rights reserved. OUR GROWTH STRATEGY Organic Growth through cloud based software solutions Organic Growth through innovation and leading - edge hardware products Targeted Ac q uisiti o ns Expand the Lantronix a ppli c a t ion capability CONFIDENTIAL & PROPRIETARY 6
Slide 7: Strengthening Financials
Copyright © Lantronix 2017. All rights reserved. STRENGTHENING FINANCIALS * R e f e r t o A p p e n d i x A f o r r e c o n c i l i a t i o n o f N o n - G A A P f i n a n c i a l m e a s u r e s $ - $5,000 $10,000 $15,000 $20,000 $25,000 $30,000 F Y15 F Y16 F Y17 F Y18 F Y19 L i qu i d i t y Workin
Slide 8: Lantronix Acquires Intrinsyc
LANTRONIX Acquires embedded high - end edge compute solutions provider to expand embedded hardware portfolio, software engineering, AI / Machine Learning, and rapid prototyping capabilities. Significant Value Creation Strateg i c al l y Compelling Expansion of Professional Services Capabilities Focu
Slide 9: Further Expansion of Product Technology Mix
COMPANY CONFIDENTIAL. DO NOT DISTRIBUTE. Copyright © Lantronix 2017. All rights reserved. 9 FURTHER EXPANSION OF PRODUCT TECHNOLOGY MIX Based on Fiscal 2019 Revenues as Reported IoT Compute Solutions IoT 62% ITM 19% IoT M o b ility Other18% 1% IoT 43% I TM 13% IoT Mobility 12% O th e r 1% IoT Comput
Slide 10: Key Market Positioning
Copyright © Lantronix 2017. All rights reserved. KEY MARKET POSITIONING COMPANY CONFIDENTIAL. DO NOT DISTRIBUTE I o T INDUSTRIAL A U T O M A T I O N TRACKING & FLEET MGT ENERGY / UTILITIES HEALTHCARE EDGE COMPUTING & WEARABLES Compu t e S olutions CONFIDENTIAL & PROPRIETARY 10 1
Slide 11: Significantly Expanded IoT Growth Opportunity
Copyright © Lantronix 2017. All rights reserved. COMPANY CONFIDENTIAL. DO NOT DISTRIBUTE SIGNIFICANTLY EXPANDED IoT GROWTH OPPORTUNITY Million units (1) Significant growth expected to continue in overall IoT with embedded computing modules representing a US$2.7 billion total addressable market for I
Slide 12: Design & Development Opportunity
Copyright © Lantronix 2017. All rights reserved. COMPANY CONFIDENTIAL. DO NOT DISTRIBUTE SIGNIFICANTLY DESIGN & DEVELOPMENT OPPORTUNITY Million units Compute Solutions has successfully delivered over 1,400 client projects and is North America’s product design and development leader for higher perfor
Slide 13: Summary
Copyright © Lantronix 2017. All rights reserved. COMPANY CONFIDENTIAL. DO NOT DISTRIBUTE SU MM A R Y ▪ Significantly expands Lantronix’s embedded compute hardware portfolio ▪ Expands dev ops capabilities ▪ Adds Qualcomm business partnership/relationship ▪ Significant cross sell opportunity into a co
Slide 14: IoT Technology Stack
Copyright © Lantronix 2017. All rights reserved. Comprehend Control Conn e ct Compute Col le ct IoT TECHNOLOGY STACK Solution At its core, an IoT solution is the ability to intelligently comprehend and remotely control an object through its digital analogue. The IoT stack is a conceptual organizatio
Slide 15: investors@lantronix.com
Copyright © Lantronix 2017. All rights reserved. investors@lantronix.com COMPANY CONFIDENTIAL. DO NOT DISTRIBUTE 2 CONFIDENTIAL & PROPRIETARY