Alarum Technologies Ltd · TASE:ALAR
Alarum Technologies — Investor Presentation (March 2024)
26 slides from Alarum Technologies's investor presentation, Mar 14, 2024
Slide 1: Corporate Presentation March 2024
© 2024 Alarum Technologies Ltd. All Rights Reserved. Corporate Presentation March 2024 NASDAQ / TASE: ALAR NASDAQ / TASE : ALAR
Slide 2: Disclaimer & Forward-Looking Statements
Disclaimer & Forward - Looking Statements This presentation was by prepared Alarum Technologies Ltd . (the "Company“ or “Alarum”) . This presentation does not constitute an offer to purchase or sell securities of the Company or an invitation to receive such offers, nor does it constitute a recommend
Slide 3: Alarum Technologies
Alarum Technologies A publicly traded company Dual listed on Nasdaq and TASE. Holds 100% of NetNut, a global provider of internet access and web data collection solutions. Providing data collection solutions Offer enterprises with advanced tools to gather, analyze and extract data from the web anony
Slide 4: About Us
About Us Internet access and web data collection solutions Financial Results Balance Sheet Business $10.9 million* In cash company is well funded $17 billion Total addressable market Operate in the attractive market of data collection*** 78% CAGR Over 5 years No debt** No toxics, low number of warra
Slide 5: Business Timeline
Business Timeline 2013 - 2019 Focus on cybersecurity solutions for enterprises 2019 - 2021 Strategic shift to M&A Acquired NetNut 2022 Started our path to profitability 2023 Focus on NetNut: • Sold our enterprises cybersecurity activity • Scaled down consumer activity As of H2 2023, Alarum is focuse
Slide 6: Market Overview – Data Collection
Market Overview – Data Collection Global Market Size Valued at $2.2 billion in 2022, expected to expand at a CAGR of 28.9% from 2023 to 2030 to reach $17.1B Market Drivers: Data - Backed Decisions: The growing importance of data - backed decisions for businesses necessitates a constant flow of data
Slide 7: Data Collection Landscape
Data Co lection Landscape NetNut's Robust Network IPPN Solutions NetNut AI Data Collector Product Line Data Collector Data Collection and Labelling Data Sets Data Insights Data Insights Data Sets Website Unblocker Google SERP Scraper API Future Growth Engines Current solutions 7
Slide 8: Data Collection Landscape: Google SERP Scraper API
Google SERP Scraper API Data Collection Landscape NetNut AI Data Collector Product Line Data Collector Website Unblocker Data Sets Data insights IPPN Solutions Data Collection and Labelling Data insights 8 Data sets NetNut's Robust Network
Slide 9: The Need: Enterprise Challenges
The Need: Enterprise Cha lenges Websites increasingly change their displayed information based on user IP address, location & demographic attributes To conduct competitor analysis, price comparisons & data extraction, companies need to access websites as a “simulated user” to capture the REAL & ACCU
Slide 10: NetNut's platform and proprietary network
Our customers seamlessly collect accurate, transparent & in scale data from any public online sources NetNut's platform is based on our proprietary reflection technology. Our hybrid network infrastructure comprises of more than 1,000 servers and over 700 proxy servers deployed around the globe conne
Slide 11: Selected Use Cases
Selected Use Cases Ad verification Our ad network customers view their advertisers' landing pages to ensure they don't contain malware or improper ads. This verification is crucial for fraud detection. Travel Travel companies collect pricing information of their competitors from different GEO locati
Slide 12: Customer Case Study: Dynamic Pricing Company
Customer Case Study: Dynamic Pricing Company Success with NetNut’s Network Challenges Our Value By leveraging NetNut's advanced proxy solutions, the Dynamic Pricing Company achieved remarkable improvements in its web data collection processes. These enhancements have directly contributed to the comp
Slide 13: Data Collection Landscape
Data Collection Landscape NetNut's Robust Network NetNut AI Data Collector Product Line Data Sets Data insights Website Unblocker Google SERP Scraper API IPPN Solutions Data Collection and Labelling Data insights Data sets Data Collector 13
Slide 14: Data Collection Product Line
Website Unblocker • 100 % success rate • Bypass advanced anti bot systems • Auto IP rotation, auto - retry, CAPTCHA solving, dynamic browser fingerprinting AI Data Collector • The advanced AI solution automatically adapts to website changes • Ensuring continuous data collection without any downtime
Slide 15: In Launch: AI Data Collector
In Launch: AI Data Collector Enables enterprises to effortlessly generate a data collector within minutes, thanks to its intuitive, no - code interface. The tool’s advanced AI automatically adapts to website changes, ensuring continuous data collection without any downtime. No CAPTCHAs | Always Live
Slide 16: Companies who love us
Companies who love us… Dynamic Pricing 16 Email Verification Ad Verification Travel Data Aggregation Email Verification Scraping As A Service Social Media Data Collection SEO Market Research
Slide 17: Alarum - Exceptional Annual Revenue Growth
Alarum - Exceptional Annual Revenue Growth Revenue increased 1700% (x18) Over five years $4.9 M $3.3 M $1.4 M $10.3 M $18.8 M $26.5 M 2023 2018 2019 2020 2021 2022 17
Slide 18: Customer Breakdown 2023
Customer Breakdown 2023 Travel Digital Marketing SEO Google People Data Brand Protection Sneakers Market Research eCommerce Automated Data Collection Ad verification Social Media Ticketing Sales Intelligence Re - Seller VPN X> $1,000,000 $5.8 million $9.9 million $4.7 million $0.8 million $0.1 milli
Slide 19: NetNut: Revenue Growth and Operating Profit
NetNut: Revenue Growth and Operating Profit 2$M H1 2021 $3 M H2 2021 $2.2 M H1 2022 $0.1 M H2 2022 $2.2M H1 2023 Revenues Increased 350% Operating Profit (Loss) H1 2021 H1 2022 H1 2023 H2 2021 H2 2022 $3.5 M $2.8 M $3.7 M $4.8 M $8.4 M H2 2023 $12.9M $4.2M H2 2023 19
Slide 20: Customer Success: NetNut's Net Retention Rates
Customer S uccess NetNut’s Net Retention Rates We calculate our NRR as of a period end by starting with the Annual Recurring Revenues (ARR) from the cohort of all customers as of 12 months prior to such period - end, or the Prior Period ARR . We then calculate the ARR from these same customers as of
Slide 21: Our Path to Profitability
Our Path to Profitability 1 The Company defines EBITDA (EBITDA loss) as net profit (loss) from continuing operations before depreciation, amortization and impairment of intangible assets, interest and tax, and defines Adjusted EBITDA (Adjusted EBITDA loss) as EBITDA (EBITDA loss) as further adjusted
Slide 22: Balance Sheet & Cap Table
Balance Sheet & Cap Table Assets: * USD M * December 31, 2023 Trade & other receivables Goodwill Total Assets 20.1 Liabilities: Total equity 13.2 Long - term loan Other Liabilities Total balance sheet 20.1 173 713 6,285 Outstanding Employees allocated options 1 Employees allocated Restricted Share U
Slide 23: Growth Strategy
Penetrate new territories Increase Network infrastructure, Geo coverage and end points Add AI and analysis capabilities to our data product to deliver end to end solution for end customers Engagement with Fortune 500 customers Web unblocker distribution AI Scraper 23
Slide 24: Leadership
Leadership Chen Katz Chairman of the Board Shachar Daniel Chief Executive Officer, Co - Founder, Director Shai Avnit Chief Financial Officer Ezra Muallem Chief Operating Officer Moshe Kramer Senior V.P. R&D Jeffy Binhas Chief Revenue Officer Tomer Cohen Chief Technology Officer David Matrikin V.P. P
Slide 25: Key Takeaways
Achieved record net profit of $1.7 million and record Adjusted EBITDA of $2.2 million in Q4 2023 Record revenue for 2023 - $26.5 million Highly - scalable business model - 75%+ gross margins Innovation at the attractive growing market of data collection Record revenue and all time high operating cas
Slide 26: Thank You
Thank You Investor Relations Michal Efraty Direct: +972 - 523044404 investors@alarum.io Alarum Technologies Ltd. Alarum Technologies Ltd. P.O. Box 174 30 Haarba'a Street Tel Aviv 6473925 Israel www.alarum.io NASDAQ / TASE : ALAR 26
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