Eagle Eye Solutions Group Plc · LSE:EYE
Eagle Eye Solutions — Investor Presentation (February 2023)
25 slides from Eagle Eye Solutions's investor presentation, Feb 7, 2023
Slide 1: Eagle Eye and Untie Nots
Hello. Eagle Eye and Untie Nots February 2023
Slide 2: Agenda
eagleeye Agenda Malcolm Wall C rman Welcome and agenda Eagle Eye business overview Untie Nots: offering, customers, opportunity Summary Lucy Sharman-Munday Zyed Jamoussi
Slide 3: Eagle Eye Overview
Eagle Eye Overview Building a growing SaaS business delivering personalised real-time marketing for omnichannel retailers ce) Proven powerful technology de onalisation * Enterprise * Real time execution Elobins (Wy) 888 Extensive loyal customer base * Including some of the world's largest and best l
Slide 4: Digital toolkit for enterprise retail marketing
eagleeye Digital toolkit for enterprise retail marketing Providing retailers with the capability to personalise the end-to-end customer experience Eagle Eye AIR Fa SS = \ i == \ Charity Coupon on Coalition Personalised 1 Personalised ! Subscription 1 Gamification | Next-generation donations receipt
Slide 5: International expansion: a key strategic growth pillar
eagleeye International expansion: a key strategic growth pillar Untie Nots boosts our expansion into Europe and broadens our offering for the US and APAC ASDA | IIE + PT) GB + Market leader in Tier 1 UK grocery * Sales investment into Germany and wider DACH region + Exploring group partnerships to a
Slide 6: Strong trading in H1 FY23
Strong trading in H1 FY23 Continued strong trading momentum Highlights include * full go-live of the five-year contract with Woolworths Group. the largest retailer in Australia * support of Asda’s new loyalty programme in the UK * continued deepening of engagements with North American customers. Hea
Slide 7: Untie Nots
Untie Nots Compelling in its own right, better together
Slide 8: Untie Nots bring Customers, Country, Capability
UATIE NOTS meaglesyensin Untie Nots bring Customers, Country, Capability Highly compelling strategic rationale Elecierc@® <8 Carrefour #uchan — chronodrive RITE Synergistic Win and Deepen opportunities across both businesses 53% revenue CAGR FY19-21 AID picard eag le oy TIE T: Blue chip Enterprise c
Slide 9: Untie Nots financials & KPIs
UATIE NOTS sm €AGIESyE coneen Untie Nots financials & KPls * Business model: * Quicker Win: Low cost & light implementation pilot + Annual Licence based on planned activity * Incremental revenue from supplier funded activity * Contracts 12 month rolling moving to longer commitment * Strong revenue g
Slide 10: Untie Nots: Modernising promotions and customer loyalty
Untie Nots Modernising promotions and customer loyalty
Slide 11: Untie Nots team
UATIE NOTS meaglesyensin Untie Nots team Zyed Jamoussi Cédric Chéreau e in Marketing JHEC enmos @vves rocer pwc Bellipsa emos [TVMH Two seasoned and highly complementary founders working together for 15+years in retail analytics 30 employees, predominantly in France, c.70% of which are tech focussed
Slide 12: The early years of Untie Nots
UATIE NOTS meaglesyensin The early years of Untie Nots Auchan & Zyed & Cedric Tst pilot launch-at Ist pilot at leave their Auchan Carrefour consulting jobs BELGIUM Foundation stone of the Tech Solution (1st Data Scientist in the team) <6 Carrefour Ist pilot at Carrefour FRANCE Strategy consulting ac
Slide 13: Our mission is...
UATIE NOTS meaglecyeencin Our mission is... ..to provide our retail clients with a better and easier way to grow customer share of wallet. Our Al-based solution-combines personalization and gamification to positively impact customer behavior... generating highly profitable campaigns for retailers an
Slide 14: AI-driven, hyper-personalized challenges reward incremental behaviour
UATIE NOTS meaglecyeencin Al-driven, hyper-personalized “challenges” reward incremental behaviour by design Product group is highly relevant to this customer o> (possibly based-on look-alikes) Tropicana oO Reward amount EA $5 <——"_E_ is enough for this customer to react SPEND $25 You've spend : $19.
Slide 15: Untie Nots: a proven end-to-end solution
Untie Nots: a proven end-to-end solution Delivering value within each of the three layers Transaction cX Data Layer Layer Layer cr Full game design and front- end UX enabling retailers to deploy branded, custom challenges to customers In-Store CHALLENGES ! Track Customers’ progress against challenge
Slide 16: Generous, mass value proposition for customers
Generous, mass value proposition for customers with intuitive and engaging user experience CHALLENGES WILLEND IN pp og 60 88 UNTIE NOTS meaglecye snr, API-driven, white label digital Cx
Slide 17: A SaaS solution enabling one-to-one promotions for millions of shoppers
A SaaS solution enabling one- to-one promotions for millions of shoppers & S) Automated.end-to-end solution Builton the Google Cloud Platform, Al and ML applied in innovative. ways to automate the creationsexecution,and measurement of your promotions. Minimal resource-»needs Designed specificallyto-
Slide 18: Suppliers can make the whole service cost neutral for Retailers
UATIE NOTS meaglesyensin Suppliers can make the whole service cost neutral for Retailers Rewards CUSTOMERS | RETAILER Reward Reimbursements Participation Fees (£1000 / month / brand) Software Fee untie nots
Slide 19: Untie Nots challenges deliver a win-win-win
UATIE NOTS meaglesyensin Untie Nots challenges are proven to deliver a win- win-win for retailers, suppliers, and customers 7:1 incremental sales ss 5) 4:1 incremental sales to reward earned f reward earned By only rewarding or participating suppliers incremental behavior
Slide 20: Untie Nots challenges deliver a win-win-win
UATIE NOTS . . . meagleeye swim Untie Nots challenges are proven to deliver a win- win-win for retailers, suppliers, and customers 5-10x more bs € Gar 1,000s of truly 1:1 J participation G ce ré rc offers ~ than digital coupons with © al without a team of analysts engaging user experience e ae (Fs =
Slide 21: ✓ ✓ ✓ ✓ ✓ ✓ ✓ ✓ ✓ ✓ ✓ ✓ ✓ ✓
✓ ✓ ✓ ✓ ✓ ✓ ✓ ✓ ✓ ✓ ✓ ✓ ✓ ✓ ✓ ✓ 2020 2021 2022 2023
Slide 22: The platform includes portals to build & manage campaigns autonomously
UATIE NOTS meaglecye snssn, The platform includes portals to build & manage campaigns autonomously MyOffers MyDashboards MyCustomerRequests Manage your campaigns and offers Access to campaign and offer Provide Customer Service teams independently, making sure the performance measures with the inform
Slide 23: Untie Nots & Eagle Eye: Better together
Untie Nots & Eagle Eye Better together ¢ Initial marketing activity progressing well - jointly attended retail tradeshows * Untie Nots.being run as a separate group company but benefiting from initial synergies 1) Google Cloud and 2) Sales & marketing * Welcomed ateam of 30+ talented individuals * T
Slide 24: Summary
Summary * Eagle Eye continues to deliver profitable and cash- generative growth with a proven business model * Untie Nots delivers a strong foothold in France & new opportunities in the US & APAC * Synergistic Win and Deepen opportunities across both businesses * Provides new capabilities in the CX
Slide 25: Thanks.
Thanks. eagleeye UNTIE NOTS an eagleeye company
Eagle Eye Solutions Group — Investor Presentation (February 2023) on 6ix