Beam Communications Holdings Limited · ASX:BCC
Beam Communications — Investor Presentation (May 2021)
21 slides from Beam Communications's investor presentation, May 31, 2021
Slide 1: Connecting Mobile Phones From Anywhere
Connecting Mobile Phones From Anywhere ASX:BCC Investor Update - ZOLEO 31 May 2021
Slide 2: Disclaimer
Disclaimer This document has been prepared by Beam Communications Holdings Limited and comprises written material/slides for a presentat ion concerning Beam Communications Holdings Limited and its subsidiaries. The presentation is for information purposes only and does not constitute or form part of
Slide 3: Company Overview
Company Overview World leader in Developing innovative solutions to developing multi-band (satellite, mobile, Wi-Fi) keep your smartphone connected portable devices and from anywhere on Earth services for smart Growing recurring phones revenues from ZOLEO as well as other devices Targeting large and
Slide 4: Solid Platform to Build Recurring Revenues 1H21 Results
Solid Platform to Build Recurring Revenues 1 Beam’s legacy business is profitable 1H21 Results *Does not yet include ZOLEO recurring revenues Beam generated a positive operating 2 cashflow in the past six quarters Accelerating sales of ZOLEO and other Revenue $9M 26% Beam devices more than offset CO
Slide 5: Transitioning to Higher Recurring Revenue Business
Transitioning to Higher Recurring Revenue Business Integrated Services 4 VAS solutions on new satellite devices that Beam is developing (i.e. Certus) Value Added Services 3 New value-added services (VAS) for ZOLEO to increase ARPU Subscriptions 2 ZOLEO device sales and monthly usage plans Hardware 1
Slide 6: ra Y
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Slide 7: World's Leading Global Communicator
World’s Leading Global Communicator • ZOLEO a 50/50 JV business between Beam and Roadpost Inc. • Launched Early 2020 - USA, Canada, Australia • World’s First truly seamless global messaging application • Extending the reach of smart phones to anywhere on Earth • Messaging, SOS, Weather & Location Tr
Slide 8: ZOLEO's Competitive Advantage
ZOLEO's Competitive High Barriers to Entry: Iridium selective Advantage on who they allow on their network Best-in-Class: Best messaging functionality and battery life and the only IP68 rated device in the product category Garmin ZOLEO inReach Mini Intellectual Property: Beam has ~20 years know-how
Slide 9: Significant Addressable Consumer Markets for ZOLEO in Australia Alone
Significant Addressable Boating Industry >$7.9B Consumer Markets for ZOLEO >2M Boat Licenses in Australia Alone >1.3M Motor/Speed Boats & 160K Yachts >10K new boats bought annually Caravan Industry >$2.6B TAS 1% VIC WA 17 >300K Caravans 18 % >300K Camper Trailers % >150K RV’s SA 2 11M caravan trips
Slide 10: ZOLEO is part of the Rapidly Growing PCD Market
ZOLEO is part of the Rapidly Growing PCD Market Personal Communications Device (PCD) is Iridium's forecast growth in PCDs one of the fastest growing and most exciting 1,400,000 1,300,000 parts of the satellite market 1,200,000 1,000,000 800,000 600,000 400,000 470,000 Iridium’s IoT data business (wh
Slide 11: Accelerating Orders for ZOLEO
Accelerating Orders for ZOLEO Major Retailers in Australia and North America partnering to sell ZOLEO Each new major retailer adds significantly to orders for ZOLEO over future periods Total ZOLEOs Australia Post signs on for ZOLEO ordered to-date: 18000 50000 ~47,000 Anaconda starts 16000 selling Z
Slide 12: Strong Momentum in Australia
Strong Momentum in Australia Sales of ZOLEO in Australia have accelerated in recent months after a slow start in 2020 due to COVID-19 lockdowns Average Revenue Per User (ARPU) ZOLEO’s subscriber “stickiness” is reflected in its below industry churn rate 12
Slide 13: Strong Momentum in Australia
Strong Momentum in Australia Sales of ZOLEO in Australia have accelerated in recent months after a slow start in 2020 due to COVID-19 lockdowns Number of retailers and stores % Growth rate in Australian ZOLEO Australia Website Hits selling ZOLEO Subscribers Website hits continue to accelerate 60 120
Slide 14: New Recurring Revenue Opportunities: Value Added Services
New Recurring Revenue Opportunities: Value Added Services The “Network Effect” The number of downloads of the free ZOLEO app exceeds Location Share+ the number of devices sold as subscribers are asking their contacts to download the ZOLEO app to keep in touch • Add on service launched in May 2021 (m
Slide 15: Significant Government & Enterprise Markets in Australia
Significant Government & Enterprise Markets in Australia Emergency Services >9K Rural Health Workers • High level of interest from government and enterprise customers in all markets >40K State Emergency Service Volunteers 195K Volunteer Fire Fighters • ZOLEO is an ideal solution as it has no relianc
Slide 16: ZOLEO Government Case Study
ZOLEO Government Case Study Industry: Government (Northern Territory) “Staff who have Zoleo are very happy with them and haven’t reported any negative Situation: Council footprint covers approx opinions back to me as yet. I envisage having 360,873km 2 and staff have to drive for a more Zoleo units t
Slide 17: ZOLEO Expansion and New Markets
ZOLEO Expansion and New Markets Activities required ahead of EU Launch Beam to launch ZOLEO in New Zealand (Beam’s territory) in July 2021 • Development and transfer of backend infrastructure to more scalable platform (AWS) • Alignment with mobile operators for message delivery Launch in to UK and s
Slide 18: ZOLEO Revenue Model and Recurring Revenue Streams
ZOLEO Revenue Model and Recurring Revenue Streams Beam and RP are Master 50/50 JV business between Distributors for their respective Beam and Roadpost Inc. (RP) 1 territories • Beam manufactures ZOLEO device 2 and sells to JV • Master Distributors appoint authorised retailers • Beam territories are
Slide 19: Material Earnings From ZOLEO
Material Earnings From ZOLEO What If... • 15K subscribers in Beam’s territories will generate ~$1.5m-$1.8m* in operating profit a year for Beam • Total Revenue from lowest cost plan is $29.09 (ex- GST) a month X 12 months X 15k subs = $5.2m • Excludes additional upside from Value Added Services and
Slide 20: Beyond the Numbers
Beyond the Numbers Beam and Roadpost do not need to contribute additional capital to the JV for its Growth in total subscriber numbers for current operations in Australia and North the ZEOLO Joint Venture is important America to Beam. In the event that value is crystallised by the JV (e.g. trade sal
Slide 21: Thank You
THANK YOU www.zoleo.com.au www.beamcommunications.com
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