Atomos Ltd. · ASX:AMS
Atomos — Shareholder Meeting (November 2020)
16 slides from Atomos's shareholder meeting presentation, Nov 30, 2020
Slide 1: Atomos AGM Presentation
ThePress 30 November July 2020 Presentation Template Cupcake ipsum dolor sit amet. Sweet chupa chups cheesecake sugar plum. Sesame snaps cotton candy pie pie lemon drops ice cream croissant cheesecake. Tootsie roll tiramisu candy sesame snaps caramels halvah. Jujubes tiramisu fruitcake bear claw tir
Slide 2: Chris Tait, Executive Chairman; Jeromy Young, Chief Executive Officer
Chris Tait, Executive Chairman Jeromy Young, Chief Executive Officer © ATOMOS 2020 | INVESTOR PRESENTATION
Slide 3: Global video technology company enhancing video content creation
Global video technology company Production companies enhancing video content creation with producing high-quality products connecting the imaging & content for TV and cinema computer worlds together usually viewed on subscription streaming platforms Strategic relationships with leading tech companie
Slide 4: Continued growth trajectory in 1H'20 with sales of $32.6m
• Continued growth trajectory in 1H’20 with sales of $32.6m (up 34% pcp) – Driven by strong demand for Ninja V combined with emerging support 54.0 from global camera companies to implement RAW over HDMI capabilities 44.4 – Acquired TCS in December 2019, providing access to technology that 29.7 11.8
Slide 5: Trading update and 1H'21 outlook
• Growing COVID cases and recent lockdown measures in key markets, have todate not had any impact on sales in November 2020 • 1H’21 revenue ahead of expectation and now on track to exceed $28m 54.0 – Return to pre-COVID run-rate revenue levels ($5m+ per month) 44.4 ahead of prior guidance of early C
Slide 6: Shipped first units of NEON 17" in November
• Shipped first units of NEON 17” in Apple ProRes RAW now established as new November standard for RAW video capture with most major global video companies announcing – Early feedback from customers is their support positive • AMS is the only company with • Further units of both NEON 17” and monitor
Slide 7: Atomos products enhance content creation workflow
Capture From the sensor of Atomos products enhance content Edit, Colour Grade, all major camera manufacturers creation, quality and creativity Titles, Graphics Finish in Post CAMERA / SMART-PHONE ATOMOS video computer via dock HDMI/SDI Via HDMI/SDI onboard SSD/HDD © ATOMOS 2020 | INVESTOR PRESENTATI
Slide 8: Source: Apple. Final Cut Pro X
Source: Apple. Final Cut Pro X - Apple (AU) © ATOMOS 2020 | INVESTOR PRESENTATION
Slide 9: Camera integrations: Sony and Nikon
α Source:sony.com.au/electronics/interchangeable-lens-cameras/ilce-7sm3 Source: Nikon, Nikon Z 6 Filmmaker's Kit (nikonusa.com) © ATOMOS 2020 | INVESTOR PRESENTATION
Slide 10: AtomOS, AtomIC, screen technology and extensive IP
AtomOS (Operating System) AtomIC (Custom Video SoC) • Internally developed own custom • AtomIC developed in collab with operating system Imagination Technologies • Direct streaming / broadcast switching • AtomIC 2 developed by AMS using tech from Xilinx; deployed in Ninja V, platform • Software a co
Slide 11: Compact monitor/recorder range recording Apple ProRes
Compact Monitor /Recorder device recording Apple’s ProRes HDR range of monitor recorders Apple ProRes RAW: only monitor Combination of RAW, HDR, Recording recorder that can record (first 8K ProRes RAW mon/rec) H.264 / 265 First in-field 4K monitor Recorder (Shogun) Sata Disk © ATOMOS 2020 | INVESTOR
Slide 12: Pro Video, Social, Entertainment and other markets
Pro Video Social Gaming Pro AV Industrial Entertainment Streaming Broadcast Security / Drones © ATOMOS 2020 | INVESTOR PRESENTATION
Slide 13: Attracting talent to deliver on our vision
• Complementing our deep technology and relationships, AMS has focused on being able to attract talent to assist in delivering upon our vision • Aim to progressively add key personnel to strengthen our team, with several key staff recently hired, notably: • Mark Harland as COO / CMO – 20+ years glob
Slide 14: Product range overview
• Ninja HDMI only – includes • HDMI & Quad SDI inputs • Larger format 19” monitor • HDR Professional monitor- Shogun Studio AtomX adaptor range • Broad market application due recorder recorder range for on-set • Rack mount 4K monitor • Broad market application – targeting studio usage and in-studio
Slide 15: Corporate overview: share price, shareholders and management
Ticker AMS Perennial Value Mgmt 8.4% Share Price $0.95 Ellerston Capital Ltd 7.5% Shares on Issue (m) 218.5 Ms Claire Louise Young 8.2% Market Capitalisation (m) $207.6m Domazet FT3 P/L 6.8% Chris Tait Executive Chairman Jeromy Young Executive Director & CEO $2.0 8.0m Sir Hossein Yassaie Non-Executi
Slide 16: Contact details
James Cody Simon Hinsley Chief Financial Officer Investor / Media Relations +61 407 048 514 +61 401 809 653 james@atomos.com simon@atomos.com July 2020 Presentation Template Cupcake ipsum dolor sit amet. Sweet chupa chups cheesecake sugar plum. Sesame snaps cotton candy pie pie lemon drops ice cream