Data I/o Corporation · NASDAQ:DAIO
Data I/o — Investor Presentation (September 2023)
16 slides from Data I/o's investor presentation, September 2023
Slide 1: Bringing Devices to Life
Bringing Devices to Life Nasdaq: DAIO Anthony Ambrose September 2023
Slide 2: Safe Harbor
Safe Harbor Statements in this presentation concerning economic outlook, expected revenue, expected margins, expected savings, expected results, orders, deliveries, backlog and financial positions, semiconductor chip shortages, supply chain expectations, as well as any other statement that may be co
Slide 3: Supporting the Secure Digital World
Supporting the Secure Digital World Semi Supplier OEM Programming Center Final Assembly Post Production Develop Manufacture: OEMs, Contract Manufacturers, Programming Centers Consume: End Users Silicon Chips to be programmed: Flash Memory Final Products Microcontrollers Secure Elements Data Programm
Slide 4: Serving Customers Globally in Growing Markets
Serving Customers Globally in Growing Markets • The largest programming company in the world, 2-3 times larger than the next programming company • Trusted supplier to 18 of the top 20 automotive electronics suppliers • 20 or more new customers for 2 consecutive years • Providing mission critical med
Slide 5: Data I/O Supports Automotive Electronics Growth Areas
Data I/O Supports Automotive Electronics Total Automotive Semiconductor Forecast by Growth Areas Application Infotainment / Connectivity IVI ADAS / Autonomous Driving Source: McKinsey Electrification Security CONFIDENTIAL 78
Slide 6: Billions of Security Enabled Devices
Billions of Security Enabled Devices 2023 Security Market: “Secure” MCUs with 3-4 Billion Units Embedded Secure Elements Standalone Secure Elements AICs, ESEs, TPMs “Traditional” MCUs Smart Card MCUs Total Market: >25 Billion Units Source: ABI Research, Company Estimates CONFIDENTIAL 10
Slide 7: IoT Device Security by SentriX
IoT Device Security by SentriX® SentriX secures the global electronics supply chain and protects IoT device intellectual property from point of inception to deployment in the field With more than 20 security patents granted, SentriX from Data I/O offers a unique and highly differentiated approach fo
Slide 8: OEMs Using Our Security Provisioning Technology
OEMs Using Our Security Provisioning Technology Electric Vehicle Manufacturer Water Meter OEM An electric vehicle manufacturer is Heated and chilled water metering using a trusted platform module to is being mandated in Germany secure its supply chain and prevent and requires strong security to clon
Slide 9: Financial Overview
Bringin g De vices to Life Financial Overview
Slide 10: Company Snapshot
Company Snapshot Recent Achievements and Trends Company Snapshot (1)(2) • Global Leader in programming revenue. Over 465 PSV systems sold since NASDAQ: DAIO inception in 2013 representing over 1.5 billion units/year capacity in the installed base Headquarters: Redmond, WA • Strong momentum in Automo
Slide 11: Investment in DAIO
Investment in DAIO • Publicly traded pure play industry leader in the rapidly growing automotive electronics and IoT/industrial/factory automation markets • High operating leverage, $22M in NOLs and no debt -- $1.32 per share in cash • Optionality with SentriX® security deployment; multiple ways of
Slide 12: Growing Recurring Revenue Mix
Growing Recurring Revenue Mix Capital Equipment Adapters Software, SentriX, Service • Approx. 57% of 2022 sales • Approx. 30% of 2022 sales • Approx. 13% of 2022 sales • Data programming and security • Usually last 3-24 months • Annual software/service contracts provisioning systems • Device support
Slide 13: Financial Overview
Financial Overview Second Quarter 2023 Highlights 2022 Full Year Insights • Net sales of $7.4 million; bookings of $7.6 million • Net sales up 11% in 2H22 from prior year period; 4Q22 up 14% from 4Q21 • Quarter-end backlog of $3.8 million • FX reduced revenues in 2022 by est. $1M • Gross margin as a
Slide 14: Financial Outlook for 2023
Financial Outlook for 2023 • Positioned for revenue growth, increased net income and cash flow generation in 2023 • Double-digit revenue growth in 2023, consistent with the long-term double-digit semiconductor growth rate in the automotive electronics industry • Gross margins expected to be in the m
Slide 15: Investment Merits: Positioned for Long-Term Growth
Investment Merits: Positioned for Long-Term Growth End market expansion Increasing Recurring in Automotive, IoT and Revenue Industrial Strong balance sheet and NASDAQ: DAIO Experienced operating leverage management Growth in Global sales, support security deployment and infrastructure Long Term Secu
Slide 16: Thank You!
Thank You! NASDAQ: DAIO For more information, please go to https://www.dataio.com/Company/Investor-Relations/Data-I-O-Profile NASDAQ: DAIO CONFIDENTIAL 23