Qoria Limited · ASX:QOR
Qoria — Shareholder Meeting (June 2022)
11 slides from Qoria's shareholder meeting presentation, Jun 24, 2022
Slide 1: General Meeting Investor Update
To protect & support every child’s digital journey General Meeting Investor Update ASX: FZO 1
Slide 2: Key messages
Key messages ✓ Qustodio merger is a game changer “Family Zone is emerging as the only true global online safety provider, with a rapidly maturing offering and above market ✓ Safeguarding is flying in the US performance in the UK and US. Strong sales growth, continued pipeline growth and high ARR / ca
Slide 3: Qustodio Highlights
Jose Gaspar, Co-founder Eduardo Cruz, Co-founder & CEO Josh Gabel, Co-founder Highlights Established 2012 World leading Parental Controls A$16 million ARR Founder led from Spain Operates in 9 languages 270K paid subscribers EBITDA profitable 10 telco resellers Strong growth; 15% in ‘21 3
Slide 4: Better together
✓ Content filtering ✓ ✓ Better together ✓ Routines & calendars ✓ ✓ The combination of Qustodio ✓ Time management ✓ and Family Zone platforms ✓ Device management ✓ creates a world leading capability and a game changing ✓ Call & messaging control ✓ global opportunity. ✓ Panic buttons ✓ ✓ Location & geo
Slide 5: Strategic rationale
Cross-sell into K-12 1 Qustodio has a highly resolved product, well suited to offer through Family Zone’s 24,000 school footprint. Strategic rationale Global footprint & language skills 2 Qustodio operates globally with a strong presence in key countries. These are hubs for K-12 expansion. The acqui
Slide 6: We’re building an online safety ecosystem
We’re building an online safety ecosystem Analytics Education Safeguarding Family Child m oo Sch ssr De oo Cla vic l Se es cu rit y 6 Single global brand launching H2 CY 2022
Slide 7: Fully funded global leader in online safety
✓ 12 million students Leeds ✓ 24 thousand schools ✓ 38% of UK schools Charlotte Barcelona San Diego ✓ 16% of US districts Orlando ✓ $75 million ARR * Fully funded global ✓ +80% margins ✓ 9 languages leader in online safety ✓ 10 telco resellers The acquisition of Qustodio cements Family Zone as the w
Slide 8: Safeguarding
Safeguarding 8
Slide 9: The launch of Monitor in the US
The launch of Monitor in the US Massive growth in Monitoring continues From November to May 2022 ✓ 82,000 Actionable Events identified ✓ 15,000 interventions (for suicidal ideation, terrirosim and child grooming) Level 5 Interventions Monitored Users US Only | Count US Only | Count 9
Slide 10: Positioned to win
Positioned to win 10
Slide 11: Quarter progress
✓ Strong ARR growth Expect exit ARR circa $60 million (excluding Qustodio) Quarter progress ✓ Outstanding success of Monitor in US Expect ~ 400,000 users in US by 30 June “The promise of the huge March pipeline is turning into contracts whilst pipeline continues to grow, In competitive markets our t