Micware Co., Ltd. · NASDAQ:MWC
Micware — Investor Presentation (September 2026)
19 slides from Micware's investor presentation, Sep 4, 2026
Slide 1: The Future Micware Envisions: Growth Strategy
THE FUTURE MICWARE ENVISIONS micAuto - PF DynaPlanet - PF GROWTH STRATEGY Creating value that supports the future of society and mobility, through the synergy of two platforms September 2026 Micware Co., Ltd. (Nasdaq: MWC) ALL Rights Reserved, Copyright© Micware Co., Ltd. 2026
Slide 2: Important notice on the figures and forward-looking statements
Important notice on the figures and forward - looking statements Please read the following before reviewing any figure in this presentation. *1 All figures in this presentation (revenue, OEM (original equipment manufacturer) counts, user numbers, investment amounts and ot hers) are management target
Slide 3: Terminology and business categories
Terminology and business categories How the terms used here relate to the terms used in our previous disclosure. Term used here Term used in previous disclosure Scope in this presentation (management basis) micAuto - PF The "SDV" domain in our Form F - 1 and Annual Report The combined business targe
Slide 4: Missions Driving Our Growth Strategy
Missions Driving Our Growth Strategy micAuto - PF × DynaPlanet - PF — a platform strategy with AI at its core micAuto - PF MISSION 01 Maintain our position in IVI 02 Expand into the ADAS domain 03 Grow the market through Connected 04 Expand into quality assurance DynaPlanet - PF MISSION 01 Collect d
Slide 5: Next stage of Be There Be Now will be created by our platforms strategy
Next stage of “Be There Be Now” will be created by our 2 platforms strategy micAuto - PF DynaPlanet - PF With the power of software, we ’ re expanding the future of MOBILITY Through digital 3D SPACE , we create brand - new value. Mobility Physical AI 3D Intelligence Ecosystem Revenue target Investme
Slide 6: DynaPlanet Studio Launch
The figures on this page are management targets, not earnings forecasts. "OEMs" includes automobile and motorcycle manufactur ers (see the notice at the front). ALL Rights Reserved, Copyright© Micware Co., Ltd. 2026 DynaPlanet Studio Launch
Slide 7: What is micAuto-PF
What micAuto - PF is A consulting business that applies our automotive software assets to support OEM development transformation Extending connected services Applying automotive software assets Drones Delivery robots Extending automotive assets into a wider range of mobility Evolving into connected
Slide 8: 20+ years of automotive software assets × AI-driven development × three growth businesses
20+ years of automotive software assets × AI - driven development × three growth businesses Building on OEM Consulting, creating a service business through SDV Service, and expanding the market into Mobility Physical AI End of this fiscal year (Feb 2027) Three years out (Feb 2030) Six years out (Feb
Slide 9: Notes on the figures
micAuto - PF — notes on the figures The figures on the preceding pages are based on the following assumptions. *1 These are the combined revenue targets of the operating subsidiaries (MAC, MMC and MNA) and differ in scope from the reportab le segments we disclosed. *2 They include the naviAZ royalti
Slide 10: Revenue Model
micAuto - PF Revenue Model Extending connected services Applying automotive software assets Drones Delivery robots Extending automotive assets into a wider range of mobility Evolving into connected services Winning the AD/ADAS domain · Service integration · Stepwise expansion from IVI Building a ser
Slide 11: Growth investment plan
Feb 2033 JPY 55.0bn Extending connected services Applying automotive software assets Drones Delivery robots Extending automotive assets into a wider range of mobility Feb 2030 JPY 31.5bn Evolving into connected services Winning the AD/ADAS domain · Service integration · Stepwise expansion from IVI B
Slide 12: DynaPlanet Studio Launch
The figures on this page are management targets, not earnings forecasts. (see the notice at the front). ALL Rights Reserved, Copyright© Micware Co., Ltd. 2026 DynaPlanet Studio Launch
Slide 13: What DynaPlanet Is
What DynaPlanet Is Three 3D layers connecting the real and the virtual A platform that reproduces spaces worldwide with high quality, dynamically and at scale Paid (custom) High - precision digital twins that reproduce building interiors Stadiums, arenas, domes Offices, commercial facilities, factor
Slide 14: Three 3D-layer platforms: growth roadmap and market opportunity
Three 3D - layer platforms connecting the real and the virtual, turning a vast market opportunity into revenue Growth roadmap (key KPIs) End of this fiscal year (Feb 2027) Three years out (Feb 2030) Six years out (Feb 2033) Users Users Users DynaPlanet Studio Launch 1M 10M Creators Apps B2B projects
Slide 15: DynaPlanet-PF notes on the figures
DynaPlanet - PF — notes on the figures The figures on the preceding pages are based on the following assumptions. *1 This is the revenue target of the operating subsidiary (Micware Spatia) and differs in scope from the reportable segments we dis close. *2 It includes existing businesses such as clou
Slide 16: DynaPlanet Revenue Model
DynaPlanet Revenue Model Three 3D - layer platforms connecting the real and the virtual Paid (custom) Paid (custom) Free Realistic digital twins that reproduce the interiors of buildings Real urban space generated and updated from dashcam and other sources Virtual spaces built freely by AI and creat
Slide 17: Global success cases and what only DynaPlanet has
Three 3D - layer platforms connecting the real and the virtual, turning a vast market opportunity into revenue 1. Global success cases (benchmarks) The UGC (user - generated content) ecosystem is proven worldwide ~790m (2024) ~350m (2024) ~140m (2024) Developers ~5.5m+ (2024) 2. What only DynaPlanet
Slide 18: With AI × 3D, creating a limitless world where anyone can be a creator
With AI × 3D, creating a limitless world where anyone can be a creator Create · publish · connect · spread. The future world, in your hands. Create Build your own 3D worlds and content easily, with intuitive controls Publish Publish to users worldwide and share the experience instantly Share Connect
Slide 19: Important notices
Important notices Nature of the figures All figures are management targets, not earnings forecasts. They are not built up from individual projects; they are derived by working back from an internal goal, and there is no assurance they will be achieved. Basis of the figures The figures are revenue ta