Nodestream Ltd · ASX:NS1
Nodestream — Harvest Technology Group — Investor Webinar May 2026
14 slides from Nodestream's conference presentation, May 1, 2026
Slide 1: Investor Webinar Presentation ASX Announcement
Announcement to ASX ASX Code: HTG 1 May 2026 INVESTOR WEBINAR PRESENTATION Harvest Technology Group Ltd (ASX: HTG) (‘Harvest’ or ‘the Company’) lodges the attached Investor Webinar Presentation to be presented at the Company’s Investor Webinar on Friday, 1 May 2026 at 4:15pm EST, as previously annou
Slide 2: Resilient, Real Time Connectivity, Visibility and Situational Control
4 HARVEST TECHNOLOGY GROUP RESILIENT, REAL TIME CONNECTIVID VISIBILITY AND SITUATIONAL CONTRO ANYWHERE ON EARTH / Featuring Nodestream™ Platform Update ra @ INVESTOR WEBINAR PRESENTATION | °° ~ EE IR a Hosted by Jeff Sengelman, Executive Chair ® www.harvest.technology | ASX: HTG FSE: HTE MISSION CRI
Slide 3: Important Notice Disclaimer
IMPORTANT NOTICE DISCLAIMER This presentation has been prepared by Harvest Technology Group Limited (“Harvest” or the “Company”) for general information purposes only. It provides an overview of the Company's activities, operations and plans as at the date of this presentation and does not purport t
Slide 4: The Problem: Connectivity Is Critical
THE PROBLEM: CONNECTIVITY = IS CRITICAL oe / Helping deliver decision superiority and network integrity in adversity for mission success. SS @) (alk) 9 ED) OVERCOMING LOW BANDWIDTH BATTLEFIELD STRESS PLATFORMS AT JAMMING AVAILABILITY CAUSES LATENCY POINT OF NEED ELECTRONIC WARFARE Active electromagn
Slide 5: Project Consilience: Nodestream Answer for Assured Connectivity
PROJECT CONSILIENCE Se &6 The linking together of evidence and knowledge across different disciplines, to form a comprehensive, . unified awareness, insight and wisdom. 59 “. Any network, any asset, anywhere, anytime Situational awareness, Collaboration and control like never before THE ANSWER FOR A
Slide 6: The Market Opportunity
THE MARKET OPPORTUNITY A $10-20bn+ MARKET Each element requires connectivity and mission success $2.75T @ Global defence industry 2026 estimate’ $4.27T ai Forecast by 2035! $10-20bn+ © Embedded defence comms addressable market? >90% U Software margin once embedded WHAT'S DRIVING DEMAND Pow AUTONOMY
Slide 7: Independent Verification
INDEPENDENT VERIFICATION THIRD-PARTY CONFIRMED: aie TECHNOLOGY, MARKET & PROCUREMENT PATHWA a i me GCG 2% © ai 7 eee! TECHNOLOGY VERIFIED MARKET CONFIRMED PROCUREMENT ALIGNED GO-TO-MARKET ACCELERATED > Independently assessed for > US$10bn+ addressable market > Defence procurement prioritises | | > T
Slide 8: Business Model
BUSINESS MODEL EMBEDDED INFRASTRUCTURE ECONOMICS - NOT A PRODUCT. NOT A SUBSCRIPTION. Nodestream is embedded infrastructure — once it’s inside a platform, it becomes part of the system. That is a structurally different economic position to any subscription or transactional software model. PROGRAM-LE
Slide 9: Operational Focus
OPERATIONAL FOCUS WHERE NODESTREAM™ OPERATES K R ls | : UNMANNED AIR MARITIME LAND SYSTEMS | COMMAND & CONTROL |. UAS / UCAV USV / UUV UGV & Remote Intelligence, Tactical edge C2 Fixed-wing, rotary & VTOL Surface & sub-surface Ground Platforms Surveillance & Recon Architectures Nodestream is embedde
Slide 10: Key Capabilities
KEY CAPABILITIES Embedded communications infrastructure delivering resilience, control and advantage in any environment. EMBEDDED SOFTWARE AND HARDWARE Embedded communications protocol / software stack Operates across any available network, including SATCOM synchronised video, voice, telemetry and c
Slide 11: Why Nodestream. Why Now.
WHY NODESTREAM™. WHY NOW. The connectivity solution optimised for contested communications environments. Positioned to realise the full potential of Al, autonomy and 21st century networked battlespaces. 01 04 INDEPENDENTLY VERIFIED Nodestream is not speculative. Independently assessed and confirmed
Slide 12: Where Capital Is Flowing and Where It's Missing
WHERE CAPITAL IS FLOWING — AND WHERE IT’S MISSING CAPITAL IS CLUSTERING AROUND CONSENSUS' ~$9.5B Autonomy | ~$2.3B Al | ~$1.7B Counter-drone |. THE GAP IS BEHAVIOUR, NOT CAPABILITY Most tech is built in controlled environments Fails under stress (electronic warfare, degraded networks) CATEGORY SANDU
Slide 13: Value Statement
VALUE STATEMENT Anyone can look good when the going is easy. Nodestream steps up when the connectivity going gets hard, and where others struggle to go. COMPLETE THE MISSION, FIRST TIME. Reliable, real-time communications that ensure intent is understood and executed. HOW MUCH IS THE EFFECT WORTH AN
Slide 14: Nodestream: Resilient, Real Time Visibility and Situational Control
NODESTREA RESILIENT, REAL TIME VISIBILITY A SITUATIONAL CONTROL, ANYWHE ON EARTH. ei) www.harvest.technology | ASX: HTG | FSE: HTE re HARVEST TECHNOLOGY GROUP MISSION CRITICAL. ALWAYS CONNECTED