Slide 1: Q3 2018 Conference Call November 1, 2018
Q3 2018 Conference Call November 1, 2018
Slide 2: Safe Harbor
2 Safe Harbor This presentation contains forward - looking statements concerning Atomera Incorporated (““Atomera,” the “Company,” “we,” “us,” and “our”). The words “believe,” “may,” “will,” “potentially,” “estimate,” “continue,” “anticipate,” “intend,” “could,” “would,” “project,” “plan,” “expect” a
Slide 3: Technology at the Atomic Level: Company Overview
Technology at the Atomic Level 3 Company Overview Strong, Growing and Defensible Patent Portfolio High Leverage IP Licensing Business Model Top Tier Management Team Transistor enhancement technology for the $400B semiconductor market
Slide 4: ST Micro & AKM Commercial Licenses
4 ST Micro & AKM Commercial Licenses • Atomera Licenses MST to Asahi Kasei Microdevices (AKM) – Sept 25, 2018 • Japanese manufacturer of high end ICs for consumer, automotive and industrial • Division of Asahi Kasei Chemical Group • Long time partner of Atomera • First commercial licensee of Atomera
Slide 5: Equity capital raise
5 Equity capital raise Successfully closed $12.5 public stock offering on October 15, 2018 Net proceeds $11.5M after underwriting fees and expenses 2,625,000 shares sold, now have 15.0M shares outstanding Underwriters and advisors Roth Capital: sole book running manager National Securiti
Slide 6: Customer Engagement Model
6 Customer Engagement Model v Customer Wafer Manufacturing Atomera MST ® Deposition Customer MST ® Deposition Phase 1 . Planning 2 . Setup 3 . Integration 4 . Installation 5 . Qualification 6 . Production
Slide 7: Growing Customer Pipeline
7 Growing Customer Pipeline • 16 customers, 20 engagements • Working with 50% of the world’s top semiconductor makers* 0 3 6 9 12 15 18 21 IPO 3Q 16 4Q 16 1Q 17 2Q 17 3Q 17 4Q 17 1Q 18 2Q 18 3Q 18 Number of Customer Engagements Phase 1 Phase 2 Phase 3 * 10 of the top 20 (IC Insights, McClean Report
Slide 8: Customer Engagement & License Model
8 Customer Engagement & License Model v Customer Wafer Manufacturing Atomera MST ® Deposition Customer MST ® Deposition Phase 1 . Planning 2 . Setup 3 . Integration 4 . Installation 5 . Qualification 6 . Production Revenue Type Engineering Services Integration License Manufacturing License Distribut
Slide 9: Patent Portfolio
9 Patent Portfolio 57 Foreign Patents 67 US Patents 31 US 29 Foreign 60 Pending These distinctive layers are visible on products using MST Extends life and value of patents Comprehensive 184 Patents Granted and Pending Discoverable Core MST Method and Device MST Enabled Devices/Architecture Next - G
Slide 10: Financial Overview
10 Financial Overview * Adjusted EBITDA is a non - GAAP financial measure. A full reconciliation of GAAP and non - GAAP results is contained in our press release Q3 2017 Q4 2017 Q1 2018 Q2 2018 Q3 2018 GAAP Results Revenue - $0.1M - $0.1M - Gross Profit - $0.1M - ($0.02M) - Operating Expense ($3.3M)
Slide 11: Summary
11 Summary Signed first two customer licenses with AKM and STMicroelectronics Completed financing, strengthening our balance sheet 20 total engagements with 16 different customers Strengthened patent and know - how portfolio Entered company’s commercialization phase
Slide 12: Thank You
sit © atomera Thank You