Phunware, Inc. · NASDAQ:PHUN
Phunware — Investor Presentation (October 2026)
19 slides from Phunware's investor presentation, Oct 19, 2026
Slide 1: One Intelligence Platform for the Guest Experience
One Intelligence Platform for the Guest Experience Investor Presentation October 2026 phunware.com NASDAQ: PHUN
Slide 2: Forward-Looking Statements
Forward-Looking Statements This presentation includes forward looking statements. All statements other than historical facts contained in this presentation, including statements regarding our future results of operations and financial position, business strategy and plans, our objectives for future
Slide 3: Guests Shouldn't Have to Connect the Dots Themselves
Guests Shouldn’t Have to Connect the Dots Themselves Planning a stay can mean switching between a website, a map, a booking tool, and the front desk. Booking The room is reserved. Planning the rest of the stay happens elsewhere. Arrival Guests arrive at an unfamiliar property and need help getting s
Slide 4: The Guest Success Loop
THE GUEST SUCCESS LOOP Guests who activate on property have higher satisfaction, properties get greater share of wallet, operators learn & refine Software moved to Customer Success a decade ago. Customers who get real value from a platform rate it higher and are far more open to renewals, upsell and
Slide 5: Phunware 2.0
Phunware 2.0 Phunware 2.0 is the Company’s repositioning around one AI-enabled Intelligence Platform, sold as a recurring subscription to operators of large, complex properties. Guest Intelligence for Hospitality, Patient Intelligence for Healthcare. One platform, one subscription. Sold per brand/fl
Slide 6: The Guest Intelligence Flywheel
THE GUEST INTELLIGENCE FLYWHEEL Teams Can Learn From What Guests Explore GUEST INTELLIGENCE DISCOVER NAVIGATE ENGAGE TRANSACT LEARN Why the platform compounds Questions and searches can show and influence what guests want before arrival and during the stay. Available transaction data adds what they
Slide 7: Phunware Guest Intelligence Platform Overview
PHUNWARE Guest Intelligence Phunware Guest Intelligence Platform Overview ON-PROPERTY & DEVICE POS Campaign Feedback Navigation AI Concierge Interactions Lookalike Models GUEST EXPERIENCE Notifications Custom Content Recommendations ON-PROPERTY Digital Signage Reservation Enrichment Management Notif
Slide 8: How Guest Intelligence Works
How Guest Intelligence Works For the Customer Phunware’s Guest Intelligence Platform brings behavioral, location, PMS and other core systems, and transactional data into a unified property model. The AI Itinerary Planner in a deployed property app Intelligence + Data + Bookings + Location Four layer
Slide 9: AI Concierge: The Agentic Engagement Layer, Live And In Production
AI Concierge in a deployed property app AI CONCIERGE The Agentic Engagement Layer, Live And In Production More revenue per guest. Fewer calls to the desk. A guest asks. The answer comes back in seconds, ready to act on. Commercially released January 2026 >70% Guest app adoption during guest stays ~4
Slide 10: A Clearer Way Around the Property
A Clearer Way Around the Property Phunware’s indoor positioning shows guests where they are on a property map. Live position Updates as the guest moves. Indoor guidance Helps guests navigate buildings and floors where GPS may be unreliable. Property destinations Helps guests locate restaurants, amen
Slide 11: A Flagship Resort Running The Full Platform
CASE STUDY: A LEADING HAWAII RESORT A Flagship Resort Running The Full Platform A multi-building destination resort with many venues and multi-day stays is a perfect customer for the Guest Intelligence Platform. Pre-arrival planning, in-stay answers, wayfinding, continuous engagement and data, and o
Slide 12: Phunware Goes Beyond The Guest Portal
Phunware Goes Beyond The Guest Portal Across the seven platforms in this comparison, none offers real-time indoor and outdoor location. Phunware is built on it. Messaging and AI Guest portals Property systems Operational system integrations AI concierge and messaging Native iOS/Android performance R
Slide 13: Value of the Categories We Compete In
Value of the Categories We Compete In Phunware sells guest and patient-facing software to operators of complex physical properties. Hospitality intelligence platform today, healthcare campus intelligence platform in development. COMBINED 2026 MARKET SIZE ~$100B projected to grow to ~$332B by 2033 Ph
Slide 14: Recurring Revenue That Expands With Every Property
Recurring Revenue That Expands With Every Property Recurring software, expanded module by module and property by property. Platform subscription A recurring software subscription per property, packaged by property complexity, from a branded native app through the full intelligence platform. Module a
Slide 15: A Strong Balance Sheet To Fund Strategic Initiatives
A Strong Balance Sheet To Fund Strategic Initiatives $92.1M cash and equivalents as of June 30, 2026 $0 outstanding debt as of June 30, 2026 $1.3M total deferred revenue as of June 30, 2026 1H 2026 summary 1H 2026 1H 2025 Net revenue $1.3M $1.1M Gross profit $0.9M $0.5M Gross margin 69.7% 48.0% Gros
Slide 16: The Team Behind Phunware 2.0
The Team Behind Phunware 2.0 Management Dmitry Kroshka Chief Executive Officer Appointed May 2026. Two decades across AI and hospitality technology. Nick Farrell Senior Vice President of Sales Appointed July 2026. Sales leadership for leading hotel brands. Jason Powell Senior Vice President, Informa
Slide 17: The Advisory Team Behind Phunware 2.0
The Advisory Team Behind Phunware 2.0 Strategic advisors Titles and biography per the Company’s releases dated May 14 and July 30, 2026 and Form 8-K filed May 14, 2026. Marks belong to their respective owners. Aaron Burcell Strategic Marketing Advisor Engaged April 2026 for Marketing & Operations le
Slide 18: Positioned For Growth Well Into The Future
Positioned For Growth Well Into The Future THE CASE FOR PHUNWARE Product roadmap Concierge → itinerary planner → intelligence platform AI Concierge is in production. The Itinerary Planner is demonstrated; the Intelligence Platform is in continuous development Growth comes from the platform reaching
Slide 19: Interested? Contact MZ Group
Interested? Contact MZ Group Chris Tyson, Executive Vice President MZ Group – MZ North America 949-491-8235 PHUN@mzgroup.us