Sensen Networks Ltd. · ASX:SNS
Sensen Networks — Ord Minnett Wealth Management Conference - Technology Day (March 2022)
20 slides from Sensen Networks's conference presentation, Mar 23, 2022
Slide 1: SenSen Networks Investor Presentation
SenSen Networks For personal use only ASX:SNS; OTCQB:SNNSF Ord Minnett Wealth Management Conference - Technology Day Investor Presentation Enter March 2022 1
Slide 2: Agenda
For personal use only Agenda 1. Overview 2. Technology & IP 3. Target Markets 4. Representative Solutions 5. Business Models 6. Financials 7. Q&A 2 2 MAKING CITIES SMARTER
Slide 3: About SenSen
For personal use only • World leader in sensor AI solutions • We operate in large and growing AI markets • Core IP - The SenDISA software platform About SenSen • Developed over the past 15 years (ASX:SNS; • Protected by 14 patent families: 5 granted and 9 pending OTCQB:SNNSF) • Customers • Cities, c
Slide 4: SenSen's Global Footprint
For personal use only SENSEN’S GLOBAL FOOTPRINT @© sense I SURVEILLANCE I RETAIL (324 SERVICE STATIONS) te ~ rn WE SYDNEY, AUCKLAND
Slide 5: Large & Growing Global AI Market Opportunity
Important LargeNotice & Disclaimer & Growing Global AI Market Opportunity For personal use only $641.30 BILLION SenSen’s horizontal enterprise software Global Artificial Intelligence Market CAGR platform SenDISA 36.1% serves multiple 2021-2028 global AI industries $51.08 and markets. BILLION 2020 20
Slide 6: SenSen's Target Markets & Traction
SenSen’s TargetCurrent Markets & Traction Target AI Markets For personal use only On track to scale rapidly across large and growing target markets with existing and new customers Cities Casinos Retail Surveillance Total • 10,000+ cities globally1 • 4,926+ casinos globally2 • Fuel Retail – 6,500+ st
Slide 7: SenSen Platform Technology & IP - SenDISA
SenSen’s Target SenSen MarketsPlatform Technology & Traction & IP - SenDISA For personal use only A reconfigurable data fusion software platform that interfaces with cameras & sensors to extract accurate & actionable insights in real time and deliver them to enterprise applications via industry stan
Slide 8: Unique AI - Accurate, Affordable, Adaptable
SenSen’s Target Unique AI –Markets Accurate,&Affordable, TractionAdaptable, For personal use only Accuracy that is neither When 3A’s of AI affordable nor intersect flexible Accurate affordable automation Competitor Solutions becomes possible Affordable solutions that are neither Affordable Adaptable
Slide 9: SenSen Solutions
SenSen Solutions For personal use only 9 MAKING CITIES SMARTER 9
Slide 10: Our customer base - 70+ and growing
Our customer base – 70+ and growing For personal use only SenSen has a wide customer base ranging from City Councils, Government agencies, Universities, Airports, Casinos, Hospitals to Retail chains across Australia, Canada, Europe, Asia and USA. 10 10 MAKING CITIES SMARTER
Slide 11: SenSen's Business Model
Important Notice & Disclaimer SenSen’s Business Model For personal use only Select Customers Revenue Sources – similar across all target markets Software License SaaS Annual Recurring Revenue ~60% of Revenue • Edge analytics software • Back-office software Hardware ~20% of Revenue • Prepackaged hard
Slide 12: 1H FY22 Operational Highlights
For personal use only • Acquired Scancam Industries, Smart Cities – total value min $2.669m provider of AI anti-theft solutions, • Oct21 Australia’s National Heavy Vehicle in July 2021 Regulator • Dec21 Sunshine Coast Regional Council • Raised $10m in November and 1H FY22 December 2021 via a placeme
Slide 13: 1H FY22 Financial Highlights
For personal use only • Revenues of $3.0m, up 19% vs prior comparative period (pcp) • New contract wins with a min value of $4.782m in Q2 FY22 • Monthly recurring revenue (MRR) of $0.45m (ARR of $5.3m), increasing to MRR of $0.65m-$0.7M (ARR of $8m+) by end of FY22 1H FY22 • EBIT loss of $6.9m compa
Slide 14: Rapidly Growing Annual Recurring Revenue
Important Notice Rapidly & Disclaimer Growing Annual Recurring Revenue For personal use only Number of ARR Customers Annual Recurring Revenue 2019-2022F 40 $9,000,000 35 $8,000,000 $7,000,000 30 $6,000,000 25 $5,000,000 20 $4,000,000 15 $3,000,000 10 $2,000,000 5 $1,000,000 0 $0 2019 2020 2021 2022F
Slide 15: Strong growth in Quarterly Cash Receipts
ImportantStrong Noticegrowth & Disclaimer in Quarterly Cash Receipts For personal use only 15 15 MAKING CITIES SMARTER
Slide 16: Board of Directors
Board of Directors For personal use only CEO COO Executive Director Non-Executive Director Dr. Subhash Challa Mr. David Smith Mrs. Heather Scheibenstock Mr. Zenon Pasieczny Subhash is a world leading With an extensive background advising Heather has over 25 years’ experience Zenon is an experienced
Slide 17: Corporate Snapshot & Share Register
Corporate Snapshot & Share Register For personal use only ASX STOCK CODE SNS OTCQB STOCK CODE SNNSF Share register ASX Listing date 18-Oct-17 Share Price as at 22 March 2022 A$0.115 HNW and retail investors 29% Issued Shares 650,342,760 45% Institutional and Market Capitalisation ~A$75M Corporate in
Slide 18: Q&A
For personal use only • Land & expand strategy with Tier 1 customers • Rapidly growing ARR in all business verticals • NRR of 120% • Customers moving to SaaS revenue model Q&A • Selected by Las Vegas and Chicago after global search for tech partner • Extensive patent vault & future pipeline • Solvin
Slide 19: Important Notice & Disclaimer
Important Notice & Disclaimer Disclaimer For personal use only This presentation (Presentation) has been prepared by SenSen Networks Limited (SenSen) for a Coffee Microcaps presentation on 2x February 2022. Summary information - This Presentation contains summary information about SenSen and its act
Slide 20: Contact details
For personal use only www.sensen.ai | sales@sensen.ai Level 1, 9 Harper Street, 3 Spring Street, HSR Summit 300 S. 4th Street Suite Abbotsford, Melbourne Sydney Road No-10, Banjara Hills 180 Las Vegas, VIC 3067 NSW 2000 Hyderabad 500034 NV. 89101 Australia Australia India USA 20
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