Rekor Systems, Inc. · NASDAQ:REKR
Rekor Systems — Investor Presentation (February 2024)
21 slides from Rekor Systems's investor presentation, Feb 6, 2024
Slide 1: Winter 2024
Exhibit 99.1 W I N T E R 2024 Privileged and Confidential
Slide 2: Company Disclosure Statement
Company Disclosure Statement This presentation includes statements concerning Rekor Systems, Inc. and its future expectations, plans and prospects that constitute forward-looking statements within the meaning of Section 27A of the Securities Act of 1933, as amended, and Section 21E of the Securities
Slide 3: Our Mission
Our Mission Drive the world to be safer, smarter, and greener
Slide 4: Established and Proven Leadership Team
Established and Proven Leadership Team Robert Berman Eyal Hen David Desharnais Founder & Chief Chief Financial President and Chief Executive Officer Officer Operating Officer Joined 2018 Joined 2019 Joined 2022 Michael Charles Dunbar Degliomini Chief Revenue Executive Vice President, Officer Governm
Slide 5: Rekor At-a-Glance
Rekor At-a-Glance Market Leader with Excellent Growth Analytics to Digitize Roadways (1) Rekor collects, connects, and organizes the world’s mobility 91%+ 75%+ $35M+ data to deliver analytics on vehicles, roadway safety, traffic flows, and license plate information — providing a digital 2020A – 2024
Slide 6: Limited and Slow Traffic Data Collection Directly Harms Citizen Well-Being
Limited and Slow Traffic Data Collection Directly Harms Citizen Well-Being Incomplete data sources, limited connectivity between key stakeholders, and antiquated technology are driving increased congestion, slower emergency response, and restricted funding Outdated Emergency Insufficient Public Mini
Slide 7: Rekor Accurately Collects Critical Roadway Data
Rekor Accurately Collects Critical Roadway Data Leveraging innovative technology to collect real-time, relevant information for customers Capture comprehensive vehicle characteristics High-speeds, day/night, adverse weather, multiple lanes, color, make, model, state of origin, vehicle unique signatu
Slide 8: Analyzing & Transforming Roadway Data via Rekor One into Actionable Insights
Analyzing & Transforming Roadway Data via Rekor One® into Actionable Insights Source & Manage a Ingest, Process, and Wide Variety of Data Transform Information Sensors Edge Devices CCTV Vehicles DMS Signs + Many More CAD Systems Smart City / GovTech AI/ML GPS + IoT Temporal Loc. 5G Networks Edge/Clo
Slide 9: Delivering Critical Value Across Use Cases
Delivering Critical Value Across Use Cases Massive embedded opportunity within existing public safety, transportation, and mobility segments Public Safety & Licensing Transportation Management Urban Mobility Vehicle Identification Software Licensing Incident Identification and Response Traffic Data
Slide 10: Leveraging Rekor Solutions to Build a Safer, Smarter, and Greener World
Leveraging Rekor Solutions to Build a Safer, Smarter, and Greener World Delivering a safer world for citizens while enhancing public infrastructure and planning Enables law enforcement to Identifies more incidents and Provides traffic pattern analysis for more accurately track vehicles enables optim
Slide 11: Public and Private Sector Customers Trust Rekor
Public and Private Sector Customers Trust Rekor Established as a go-to source for roadway analytics and custom reporting Customers By The Numbers 96%+ Multi-Year 500+ Public & Private 2023E Gross Typical 2023E Sectors Served Revenue Retention Contract Length Software Customers
Slide 12: Delivering High ROI Solutions for the Texas Department of Transportation Austin
Delivering High ROI Solutions for the Texas Department of Transportation Austin Rekor Command™ was deployed for the Texas Department of Transportation Austin resulting in outstanding ROI metrics and expansion into additional districts spanning the state March - August 2023 Results 11 min. 70% 34% Me
Slide 13: Federally Mandated Traffic Studies are More Pervasive Than Ever
Federally Mandated Traffic Studies are More Pervasive Than Ever (1) Millions of permanent & short-term traffic data studies across 4.2 million miles Current methods are costly, outdated, unsafe, Comprehensive coverage to disconnected, and ripe for displacement by non-intrusive AI provide customers w
Slide 14: Massive Untapped Market Opportunity
Massive Untapped Market Opportunity $93B+ intelligent infrastructure market supported by favorable industry tailwinds (1) Global TAM by Region ($B) Market Overview Canada Massive target market of established government budgets for (2) Australia $148 millions of traffic studies per year presents mass
Slide 15: Trillions of Dollars in Global Public Infrastructure Spend Ready for Capture
Trillions of Dollars in Global Public Infrastructure Spend Ready for Capture Led by $1.2T U.S. bill, influx of government capital allocates trillions to improve & modernize infrastructure U.S. Infrastructure Investment & Jobs Act Overview $350B+ of Federal Spending Applicable to Rekor Surface-Transp
Slide 16: Thoughtful Approach to Product has Separated Rekor From the Competition
Thoughtful Approach to Product has Separated Rekor From the Competition Rekor’s Right-to-Win Solutions, Not Just Data Unique ability to transform massive data flows into actionable insights Single Source The most comprehensive product suite serves a wide range of customer needs under one roof Cross-
Slide 17: Continuing Data Capability Expansion via Partner Network
Continuing Data Capability Expansion via Partner Network Industry’s largest volume, variety, and velocity of aggregated roadway data Datasets Sourced and Managed: • In-road sensors • CCTV, Radar/Lidar, Controllers • DMS signs • CAD systems • ATMS systems • ICM/DSS • Connected vehicles • Electric veh
Slide 18: Rekor's Single Source Collection Creates Data for Many Use Cases
Rekor’s Single Source Collection Creates Data for Many Use Cases Multi-purpose data collection devices gather critical information and offer expansion potential into a wide array of ESG use cases Massive data lake powered by proprietary AI, data visualization, and algorithms… Thousands Millions Bill
Slide 19: Highly Compelling Financial Profile
Highly Compelling Financial Profile Established history of robust growth with proven M&A engine ready for additional scale (1) Leading Revenue Profile Consistent and 75%+ Robust Growth 2023E Revenue Growth 91%+ CAGR Strong Recurring Revenue 62%+ Profile and Forward Visibility L9M 3Q 2023A % Recurrin
Slide 20: Rekor's Investment Highlights
Rekor’s Investment Highlights First Mover Advantage 1 Presently own the largest footprint of connected IoT nodes in the U.S. with the goal of expanding across the nation Massive Market Market tailwinds and “once-in-a-generation” investment in transportation infrastructure. As AI market surges 2 towa
Slide 21: Rekor – Intelligence Driven Innovation
=) REKOR INTELLIGENCE DRIVEN INNOVATION A NASDAQ COMPANY: REKR REKOR.AI
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