FLYHT Aerospace Solutions — GCFF Conference 2022
21 slides from FLYHT Aerospace Solutions's conference presentation, Apr 21, 2022
Slide 1: FLYHT Aerospace Solutions Ltd.
GCFF Conference – April 21, 2022 / GCFF大会 - 2022年4月21日 FLYHT Aerospace Solutions Ltd. TSX-V: FLY | OTCQX: FLYLF Vision: To be a global force in innovative data solutions / 愿景：成为创新数据解决方案的全球主力军 Mission: Leave no data stranded, leave no action incomplete / 使命：让数据物尽其用，让行动圆满结束 1 © 2022 FLYHT
Slide 2: Disclaimers / Forward Looking Statements
Disclaimers / 免责声明 Forward Looking Statements / 前瞻性陈述 This discussion includes certain statements that may be deemed “forward-looking statements” that are subject to risks and uncertainty. All statements, other than statements of historical facts included in this discussion, including, without limit
Slide 3: FLYHT delivers Actionable Intelligence to the global aviation industry
“As we speak, a massive digital revolution is sweeping across the global airline industry, touching every aspect of an airline's business, and especially operations. FLYHT has been active in this space for over 20 years, so is better positioned than any competitor to anticipate the industry's needs,
Slide 4: Industry Needs More Action
Industry Needs More Action / 行业需要更多的行动 “I am removing delay codes which have existed forever because the ‘somebody gets blamed’ culture does nothing to focus on doing the right thing for the customer.” / “因为‘有人被指责’的文化 “I don’t want another report, dashboard, 对专注于为客户做正确的事情毫无帮助， email … We need to cha
Slide 5: Too Much Data, Not Enough Action
Too Much Data, Not Enough Action / 数据太多，行动不够 Analytics / 分析 Human Input / 人工输入 Descriptive / 描述 Data Provision vs. SaaS / 数 What happened? / 发生了什么？ 据提供与SaaS Diagnostic / 诊断 Why did it happen? / 为 FLYHT is a data specialist, particularly 什么会这样？ on wing data collection and analysis. / Predictive / 预测
Slide 6: The Platform For The Future
The Platform For The Future / 未来平台 Transformation to AWS certified platform for machine learning, IoT connectivity, and rapid deployment of solutions. / 转变为AWS认证平 台，实现机器学习、物联网连接和解决方案的快速部署。 New products: AFIRS Edge, Actionable Intelligence, WVSS, Fleet Watch, Fuel Sense / 新产品：AFIRS Edge、Actionable I
Slide 7: Partnering With Industry Leaders: SITA
Partnering With Industry Leaders: SITA / 与行业领导者合作： SITA Air Transport Communications and Information Technology / 航空运输通信和信息技术 Iridium Certus engagement with SITA / Iridium Certus与 SITA合作 FLYHT to resell SITA's AIRCOM® Cockpit Services / FLYHT将转售SITA的AIRCOM®驾驶舱服务 Aligns sales endeavors and enab
Slide 8: Successful Cloud Journey With AWS
Successful Cloud Journey With AWS / 与AWS的成功云计算之旅 Partnership recognizes the strength of FLYHT’s technology solutions / 合作关 系认可了FLYHT的技术解决方案的实力 Provides access and introductions to other AWS partners / 可触及和推荐其 他AWS合作伙伴 AWS provides rigour around process and development / AWS提供严格的流 程和开发 Formal
Slide 9: AFIRS Edge Supports SaaS Model
AFIRS EdgeTM Supports SaaS Model / AFIRS EdgeTM支持 SaaS模式 Reuse of Technology to drive SaaS with innovative tool / 重用技术，以创新工具推动SaaS Wireless QAR Functions(3G/4G/5G) / 无线QAR（快速存取记 录器）功能(3G/4G/5G) Aircraft Interface Device (AID) functions / 飞机接口设备（AID） 功能 Iridium Certus capable / Iridium Certus功能
Slide 10: Maintenance System Expertise And European Base
Maintenance System Expertise And European Base / 维护系统 专业知识和欧洲基地 The two key ingredients required to build and run superior predictive and prescriptive maintenance models are maintenance records and real-time aircraft data. / 建立和运行卓越的预测性和规范性维护模型所需的两个关键因素是 维护记录和实时飞机数据。 With CrossConsense, FLYHT has bo
Slide 11: Globally Diversified Business
Globally Diversified Business / 全球多元化业务 North America / 北美 Rest of World / 世 Europe / 欧洲 界其他地区 2021 57% 3% 40% 20221 50% 20% 30% (1) With CrossConsense / (1) 加上CrossConsense 11 © 2022 FLYHT
Slide 12: Exclusive Airborne Weather With FLYHT-WVSS-II
Exclusive Airborne Weather With FLYHT-WVSS-II / FLYHT- WVSS-II独家机载天气系统 The acquisition of the WVSS-II sensor puts FLYHT in a unique position as having the only airborne humidity sensing system / 收购WVSS-II传感器使FLYHT处于独 特地位，拥有了唯一的机载湿度感应系统。 Existing weather business is growing and profitable / 现有 的天气业
Slide 13: Focused on ESG
Focused on ESG / 专注于ESG FLYHT offers real-time information to help airlines monitor and improve fuel efficiency / FLYHT提供实时信息，帮助航空公司监测和 提高燃料效率 Specialty fuel reporting / 特殊燃料报告 “FLYHT takes ESG responsibility seriously in how it does business, supporting the global aviation industry CORSIA exper
Slide 14: Focused on Recurring Revenue and SaaS
Focused on Recurring Revenue and SaaS / 专注于经常性收入 和SaaS % of LTM Revenue / 占最近12个月营收的百分比 80% SaaS 53% Recurring SaaS / Hardware / 硬件 30% 经常性SaaS Licensing / 许可 14% Technical Services / 技术服务 3% 65% SaaS Gross Margins / SaaS毛利率为65% 14 © 2022 FLYHT
Slide 15: Why FLY Should Be On Your Screen
Why FLY Should Be On Your Screen / 为什么FLY应该出现在 你的屏幕上？ AFIRS Edge solves 2G/3G obsolescence and drives SaaS revenue growth / AFIRS Edge解决了2G/3G的过时 问题，并且推动了SaaS收入增长 AWS competency partner / AWS的优秀合作伙伴 CrossConsense established and profitable / CrossConsense已经成熟并实现盈利 SITA relationship drives m
Slide 16: 30,000 Foot View Of FLYHT
30,000 Foot View Of FLYHT / FLYHT概览 23 Years of Commercial Aviation Experience / 23年商业航空经验 $$$ ~ $11mm $24mm 53% 约$1100万 $2400万 LTM SaaS Revenue >65% as % of Total / 最近12个月 SaaS LTM Revenue / 最近12个月 Backlog at Q4 2021 / SaaS营收占总营收的百分比 Gross Margins / SaaS毛利率 营收 2021年第四季度订单积压 >4.6mm >3.0mm >460万 95%
Slide 17: FLYHT In China Market
FLYHT In China Market / FLYHT在中国市场 There are three mandate policies are being evaluated. / 正在评估三个强制政策 FLYHT-WVSSII System Test at CAAC lab in May, Install trial test in August. FLYHT is an exclusive provider to offer accurate weather information. / 5月在中国民航总局实验室进行系统测试，8月进行安装试用测试。FLYHT 是提供准确天气信息的独家供
Slide 18: Investment Highlights
Investment Highlights / 投资亮点 Strategic Focus / Shifted company focus from hardware Satcom solutions provider to recurring revenue SaaS based on Actionable 战略重点 Intelligence / 将公司的重点从硬件卫星通信解决方案供应商转到基于可操作情报的经常性收入SaaS上 Technology Leadership / Launched world's first 5G/LTE Quick Access Recorder (wQA
Slide 19: Thank you for your interest
Vision: To be a global force in innovative data solutions / 愿景：成 为创新数据解决方案的全球主力军 Thank you for Mission: Leave no data stranded, leave no action incomplete / 使 命：让数据物尽其用，让行动圆满结束 your interest / 谢谢关注 Alana Forbes Matt Chesler Chief Financial Officer / 首席财务官 FNK IR / FNK 投资 者关系 403.291.7437 646.809.218
Slide 20: Large Addressable Market
Large Addressable Market / 潜在市场巨大 There are a substantial number of aircraft globally that FLYHT can impact with its solutions / 在全球范围内有大量的飞机可以用FLYHT的解决方案进行优化 Total Aviation1 / 航空业总量1 Total Aircraft / Represents the total number of aircraft in operation globally / 代表 飞机总数 全球运行的飞机总数 40,000 Commercial
Slide 21: FLYHT Delivers SaaS Driven Savings
FLYHT Delivers SaaS Driven Savings / FLYHT提供了SaaS驱 动的节约方案 Irregular Operations Turns / 周转 / 非正常运营 Fuel / 燃料 Improved passenger satisfaction / 提高旅客满意度 Better visibility into unplanned events / 更好地洞察 Get information that is not available through ACARS or Reduce ground delays / 减少地面延误 异常事件 traditional