The Glimpse Group, Inc. · NASDAQ:GGRP
The Glimpse — Investor Presentation (January 2023)
40 slides from The Glimpse's investor presentation, January 2023
Slide 1: Corporate Presentation January 2023
Corporate Presentation January 2023
Slide 2: Safe Harbor Disclaimer
Safe Harbor Disclaimer This presentation and other written or oral statements made from time to time by representatives of The Glimpse Group, Inc. contain “forward-looking statements” within the meaning of Section 27A of the Securities Act of 1933, as amended, and Section 21E of the Securities Excha
Slide 3: Overview
Overview The Glimpse Group is an immersive technology company Comprised of Multiple Enterprise Focused Virtual and Augmented Reality (VR & AR) Software & Services companies. Glimpse Structure Scale & Capital Structure Unique Platform Strategy Intellectual Property • IPO July 1, 2021; Nasdaq VRAR • O
Slide 4: Investment Thesis
Investment Thesis Diversified Exposure to an Emerging Tech Sector Multiple Exit & Dynamic Growth Monetization Venues Industry VR & AR will Fundamentally Transform how Businesses Interact Deep Domain Expertise Capitalize on & IP Portfolio Significant First Mover Advantages and Scale Only pure play, Nas
Slide 5: VR/AR is Expected to Grow Rapidly
VR/AR is Expected to Grow Rapidly... Global VR/AR Revenue Projection The VR/AR Industry is Projected to grow to over $35B by 2023 35 36.6 Virtual Reality (VR) 1-2 3 2 30 20 User enters and interacts R in G with a fully immersive yC A r st 25 digital reality, away from d u 25.3 In their immediate phy
Slide 6: As Key Inflection Points have been Reached, Major Industry Players Enter
As Key Inflection Points have been Reached …Major Industry Players Enter Computation Motion Display 5G Network Content Hardware Power (GPU) Tracking Technologies Deployments Creation Costs Increasing Adoption 6
Slide 7: Glimpse has a Diverse Base of Top Tier Customers & Relationships
Glimpse has a Diverse Base of Top Tier Customers & Relationships, Across Multiple Industries Tech Medical International Global Global Advertising & Education Govt. Defence Companies Institutions Food Company Pharma Brands Media & Industrial 7
Slide 8: The Metaverse Tech Cycle
The Metaverse Tech Cycle Digital to Immersive HTC VIVE & NFTS OCULUS RIFT Nvidia METAVERSE DEVELOPMENT OCULUS OCULUS A FULLY REALISED Omniverse DK1 QUEST METAVERSE 2013 2015 2019 2021 2022 20?? 1981 1983 1987 1989 1990 1991 1996 2003 2007 2015 MOTOROLA DIALUP THE WEB DELL 3 BILLION DYNATAC LAPTOPS I
Slide 9: Glimpse's Vision & Competitive Advantages
Glimpses Vision & Competitive Advantages Become THE premier VR & AR software and services company, with a global footprint Leverage Diversification position to and risk accretively add Glimpse is the first mitigation Glimpse is already Nasdaq-listed VR / AR companies a significant player pure play, in
Slide 10: Innovative Platform Model
Innovative Platform Model Strong Alignment of Interests Propel Value Creation Glimpse’s Strategy is Designed to: • Owns Each Subsidiary • Create Joint Synergies and • Ownership in Parent Economies of Scale Company • Robust VR / AR Ecosystem • Minimize Redundancies • Collaborates in Diverse VR / AR •
Slide 11: Glimpse Subsidiary Companies
Glimpse Subsidiary Companies Creating world-class 3D and Immersive storytelling for Immersive Platforms, AR experiences the enterprise sector Deep Tech, and 5G Using industry-leading scanning, modeling, Sector 5 Digital is an award-winning creative Brightline designs, builds and integrates and photo
Slide 12: XR Utilization
XR Utilization Marketing Visualization Metaverse 12
Slide 13: Expanding IP & Technology Platform
Expanding IP & Technology Platform Virtual & Augmented Reality IP and Innovation Across Industries and Companies Glimpse’s Ecosystem provides a Substantial IP concepts can be Over time, we expect to file key competitive advantage in IP captured in VR/AR, creating patent applications for many of devel
Slide 14: Revenue Growth
Revenue Growth Recognized Revenue (SMM) FY Ending June 30 FY'22 Quey2s 14
Slide 15: Financial Overview
Financial Overview Cash Position Revenue Growth $11MM cash position (+ $2MM Approximately $4MM revenue S5D acq escrow) as of 9/30/22 in Q1 FY ‘23 vs. approximately $1MM in Q1 FY ‘21, or 4X growth Share Price1 $3.40 Shares Outstanding2 13.6MM Profitability/Loss Capital Raised Market Cap1 $46.2MM Commi
Slide 16: Executive Team
Executive Team Lyron Bentovim Maydan Rothblum Jeff Meisner James Watson DJ Smith Tyler Gates President & CEO CFO & COO CRO CMO CCO Chief Futurist 25 years of executive 20 years of finance/ops 25+ years of executive 20+ years of marketing VR/AR expert, Founder and General leadership experience. leader
Slide 17: Independent Board of Directors
Independent Board of Directors Sharon Rowlands Alexander Jeff Enslin Ian Charles Lemuel Amen Ruckdaeschel 20+ years of executive 20+ years of international 20+ years as senior executive 25+ years executive 25+ years as senior leadership experience as experience in the financial, and portfolio manager
Slide 18: Key Takeaways
Key Takeaways Immersive Technology Platform Company Intellectual Property Emerging Growth Industry Only Nasdaq-listed pure Robust Ecosystem Highly Diversified play, diversified, VR/AR • Substantial VR/AR IP • VR/AR has significant publicly trading company • Dynamic, collaborative,with • Wholly owned po
Slide 19: Thank You!
Thank You! General Inquiries Lyron Bentovim President & CEO Mobile: 510-367-2212 Lyron@TheGlimpseGroup.com Investor Inquiries Maydan Rothblum CFO & COO Mobile: 917-292-2685 Maydan@TheGlimpseGroup.com 19
Slide 20: Appendix
Appendix @&> Copyright The Glimpse Group 20220 a ae eal co ee NG a Bee —— ae THE GLIMPSE GROUP Nasdaq: VRAR 20
Slide 21: Executive Biographies (I)
Executive Biographies (I) Lyron Bentovim - President & CEO, Chairman of the Board Mr. Bentovim has over 25 years of experience in executive management, technology investing and entrepreneurship. Prior to co-founding the Glimpse Group in 2016, between 2008-2016, Mr. Bentovim served as CFO and COO for
Slide 22: Executive Biographies (II)
Executive Biographies (II) Jeff Meisner - Chief Revenue Officer, Board Member Mr. Gates has spent over a decade as a visionary for immersive technology, spatial computing, and the exploration of the human experience in the virtual world. He is the General Manager at Brightline Interactive, an award-w
Slide 23: Independent Board of Directors
Independent Board of Directors Sharon Rowlands - Independent Board Member Ms. Sharon Rowlands has over 20 years of experience leading multi-billion-dollar companies serving small and medium-sized businesses, financial markets and enterprise customers. Since January 2019, she has been the CEO of Newfo
Slide 24: Subsidiary Companies (I)
Subsidiary Companies (I) Brightline Sector 5 Digital QReal Brightline Interactive provides VR, AR, 5G Sector 5 Digital creates VR and AR solutions QReal provides photorealistic, lifelike 3D integration, spatial computing, and deep tech for marketing, communications, sales, models and experiences sof
Slide 25: Subsidiary Companies (II)
Subsidiary Companies (II) Post Reality XR Terra Foretell Reality Immersive Health Group Post Reality’s tools help users XR Terra provides XR bootcamps Foretell Reality provides VR Immersive Health Group (IHG) rapidly and easily create, edit and for software engineers, graphic multi-person spaces for
Slide 26: Use Cases
Use Cases @&> Copyright The Glimpse Group 20220 ae ee THE GLIMPSE GROUP Nasdaq: VRAR 26
Slide 27: Snapchat AR Filters
Snapchat AR Filters Trusted as an official Snapchat partner, QReal's lifelike AR content brings any brand to life Increased social media engagement results in higher reshares, in-app purchases, brand awareness, and brand recognition Video: https://vimeo.com/555498845/d490bcb7ca 27
Slide 28: Warehouse Inventory Accounting
Warehouse Inventory Accounting AdeptXR created a VR simulation that brings a virtual warehouse to students containing interactive boxes needing to be accounted for Students are given a set of 12 randomly placed boxes they need to locate and record the condition of This VR simulation compliments NSU’
Slide 29: VR For Financial Research
VR For Financial Research D6 VR’s 18-screen virtual display space allows users to absorb research in a faster, more effective and easily remembered manner With D6 multi-dimensional charting, users can immediately explore and interact with a coverage space Analysts can connect with clients ‘face-to-f
Slide 30: Continuum XR (BU)
Continuum XR (BU) Boston University was looking to find innovative ways to train new social workers on how to conduct difficult conversations ContinuumXR simulated various situations and responses that are common to social work in a hospital The platform connects to a custom analytics panel, allowing
Slide 31: Chimera Entertainment
Chimera Entertainment Chimera Entertainment combines a virtual environment with the ability to stream multiple live broadcasts Chimera Entertainment allows entertainers to stream their shows live using an off-the-shelf camera to multiple VR headsets worn by audience members As the way audiences cons
Slide 32: VR Enterprise Training
VR Enterprise Training Adept XR worked with Takeda, a leading pharmaceutical company, to create a virtual reality training experience outlining the Chromaflow process, a series of steps that result in a batch of pharmaceutical product The project included 3D modeling an entire Chromaflow room and all
Slide 33: AR Social Media For Bolle
AR Social Media For Bolle QReal launched a novel “Try-out” AR marketing Campaign for Bolle’s Chronoshield Goggles The Instagram lens allowed users to “Try-on” the goggles to see how they look when wearing them. Then, by switching to the “world view”, it allowed users to “Try-out” the goggles and see
Slide 34: Event Activation Colgate CES
Event Activation Colgate CES Colgate-Palmolive wanted to stand out from competitive booths at CES Mezmos collaborated with Colgate to create an AR experience that super-imposed a digital set of teeth over a sculpture so the user could learn more about how Colgate Total helps improve oral health The
Slide 35: AR Poster For Allergan
AR Poster For Allergan PostReality and Allergan worked together to create an AR promotion of their new liver medicine The activation featured hyper-realistic, 3D renders of livers in various degrees of liver disease The application was shared at numerous events and Allergan continues to collaborate
Slide 36: Support Groups For XR Health
Support Groups For XR Health Foretell has partnered with XR Health to host support groups in virtual reality Foretell Reality’s platform allows users to participate in support groups anonymously as well as remotely Administrators can schedule sessions and create breakout sessions if further privacy
Slide 37: AR Visualization for AEC
AR Visualization for AEC Auggd visualizes design intent to all stakeholders throughout the construction project lifecycle, reducing the costs associated with rework ADCO Construction Pty Ltd, a top 100 private Australian company with approximately $1B in revenues, used the Auggd platform to bring pr
Slide 38: XR Training
XR Training XR Terra’s Unity-authorized training and career services prepare graduates with real-world experience in their desired field. XR Terra’s industry-driven training program created by XR experts, enterprise partners, and academic institutions allows users to graduate with market-competitive
Slide 39: Galderma Interactive Anatomy VR
Galderma Interactive Anatomy VR Galderma partnered with Sector 5 Digital to create an immersive motion-based VR experience to take their anatomy training to the next level in order to teach doctors and injectors who are non-physicians how to inject safely and effectively for optimal patient results.
Slide 40: AR Interactive Displays
AR Interactive Displays In collaboration with AT&T 5G, Brightline Interactive created The Virtual Layer, a shared, location-based AR experience. Using their 5G-connected device, users can interact with virtual content strategically positioned throughout the AT&T Experience store. The first two deploy
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