Ion Video Ltd · ASX:IOV
Ion Video — Linius Technologies — Investor Presentation (September 2023)
12 slides from Ion Video's investor presentation, Sep 22, 2023
Slide 1: Business Update
For personal use only Business Update Linius Technologies Limited (ASX:LNU) James Brennan, CEO September 2023
Slide 2: Disclaimer
Disclaimer This document has been prepared by Linius Technologies Limited (LNU). The information contained in this document is for information purposes only and has been prepared for use in conjunction with a verbal presentation and should be read in that context. The information contained in this d
Slide 3: Fast start to FY24 – New Customers
Fast start to FY24 – New Customers • NAHL TV is in beta and going live shortly For personal use only • NAHL is the top junior hockey league in NA • Hockey Technology Partners built a personalised channel app for the OTT service in just 3 weeks • Included in premium subscription package • First live
Slide 4: Fast start to FY24 – New Deployments
Fast start to FY24 – New Deployments For personal use only • Inverleigh now live for SANZAAR • Actively building content for publication • Final setup & recurring fees billed in Sept, to be paid in Q2 • Live in October for NZ Rugby • Final setup & recurring fees to be invoiced in October • Next fede
Slide 5: Fast start to FY24 – New Products
Fast start to FY24 – New Products • Whizzard Highlights launching in Sept • Highlights packages For personal use only • CA will be first customer to deploy • Created as soon as • Additional setup fees invoiced and recurring fees to begin the game is available in October • Option to instantly create
Slide 6: FY23 was a transformational year
FY23 was a transformational year • Highest rate of new customer acquisition For personal use only • Linius solutions have now been validated in 15 sports, across 40+ federations, and customers in all 3 target geographies • Launched Whizzard for sport archives & Linius Media Solutions • Record financ
Slide 7: Starting FY24 with built in growth
Starting FY24 with built in growth For personal use only • ~$725k contracted billings over the next 12 months from existing contracts • Does not include variable fees 49% growth • Huge growth opportunities from existing contracts • Variable fees • Upsell • Cross Sell • Expansion of master agreements
Slide 8: We have said new deals get bigger…
We have said new deals get bigger… For personal use only Near-term Pipeline Incl. US sports Each new deal makes the next deal easier …and bigger …and faster Linius Technologies Limited (ASX:LNU) Investor Presentation | September 2023 8
Slide 9: New deals are bigger and will continue to grow
New deals are bigger and will continue to grow • Deals in the past 12 months are on For personal use only average, 4x larger than prior deals • Deals have significant upside value • Next deals are projected to continue to get larger 4x • Markets we are in offer potential for exponential growth • TV
Slide 10: Linius delivers what every broadcaster wants: more viewing
Linius delivers what every broadcaster wants: more viewing • Our GTM is about Replication and Scale For personal use only • We are in the broadcast market, which includes: • Sports federations, creators, publishers, TV & OTT • They all want the same thing – more viewing • Case studies are as relevan
Slide 11: Recap
Recap • Transformational FY23 For personal use only • Great start to FY24 • FY24 has ~50% growth locked in already • More growth to come from existing customers • Deals & pipeline are getting bigger • Exponential growth segments in our addressable market Linius Technologies Limited (ASX:LNU) Investo
Slide 12: Linius Technologies Limited
Linius Technologies Limited James Brennan, Chief Executive Officer +61 (0)3 8672 7186 For personal use only ir@linius.com linius.com Linius Technologies Limited (ASX:LNU) Investor Presentation | September 2023
Linius Technologies — Investor Presentation (September 2023) on 6ix