Siteminder Limited · ASX:SDR
Siteminder — Investor Day (September 2025)
78 slides from Siteminder's investor day presentation, Sep 23, 2025
Slide 1: SiteMinder 2025 Investor Day Presentation
ASX ANNOUNCEMENT September 23, 2025 SiteMinder 2025 Investor Day Presentation Attached is the presentation for SiteMinder's Investor Day, which will be given today, September 23, 2025, starting at 9:00 a.m. AEST. The company’s outlook statement for FY26 and the medium term (slide 72) is unchanged fr
Slide 2: Investor Day
1 Investor Day 23 September 2025 SiteMinder customer Southern Six Senses, Rome, Italy
Slide 3: Important notice and disclaimer
2 Important notice and disclaimer This presentation is given on behalf of SiteMinder The information in the presentation is of a general nature Not financial product advice or offer Limited (SiteMinder) (ASX: SDR) (ACN 121 931 744). By only, does not purport to be complete and is not intended This pr
Slide 4: Important notice and disclaimer (continued)
3 Important notice and disclaimer (continued) Currency Other than as required by law, although they believe Market share information All amounts in this presentation are in Australian dollars there is a reasonable basis for any forward-looking All market share information in this presentation is bas
Slide 5: Agenda
4 Agenda 9:00 - 9:15 9:15 - 9:35 9:35 - 9:50 Welcome and Smart Platform - Smart Platform - opening comments Dynamic Revenue Plus Smart Distribution Program 9:50 - 10:10 10:10 - 10:30 10:30 - 10:50 Smart Platform - Break Data / AI Channels Plus 10:50 - 11:10 11:10 - 11:30 11:30 - 12:00 Go to Market (
Slide 6: Presenters
5 Sankar Narayan Leah Rankin Jonathan Kenny Alex Macoun Chief Executive Officer Chief Product Officer Chief Operating Officer Chief of Strategic Operations Mike Rogers Tom Varsavsky Trent Innes Tim Howard Co-Founder Chief Technology Officer Chief Growth Officer Chief Financial Officer Chief Data Officer
Slide 7: Opening Comments
SiteMinder customer Bawah Reserve, Anambas Archipelago, Bawah Island, Indonesia 6 Opening Comments Sankar Narayan Chief Executive Officer & Managing Director
Slide 8: Hotel revenue management today - fragmented systems, poor data, lost revenue
7 Hotel revenue management today - fragmented systems, poor data, lost revenue Multiple systems Slow Fragmented Manual effort across technology stack that multiple systems communicates poorly hinders ability to react with each other in a timely manner Duplicated manual effort Poor data quality Fragme
Slide 9: From connecting channels to maximising revenues
From connecting channels to maximising revenues - Unifying deep 8 analytics, AI predictions and integrated execution State of the Industry SiteMinder Integration Multiple disjointed systems Unified revenue platform Customer Duplicated manual effort Synchronised and automated Experience Data and Fragm
Slide 10: SiteMinder Platform - World's most awarded hotel platform
9 ^ SiteMinder Platform - World’s most awarded hotel platform $85b+ 2.4m Gross Booking Value* Rooms* 130m+ 250m+ Reservations* Room Nights* *Annual activity levels for the 12 months to 30 June 2025 (FY25) ^Based on performance in HotelTechAwards 2025
Slide 11: SiteMinder's Revenue Flight Deck for hoteliers
SiteMinder’s Revenue Flight Deck for hoteliers - An integrated 10 experience unifying intelligence, revenue management and distribution
Slide 12: Revenue Flight Deck provides control, clarity and revenues for hoteliers
11 Revenue Flight Deck provides control, clarity and revenues for hoteliers Hotel/channel pace Forecasting and planning of Source/destination demand price, rate plans, channel mix and occupancy Market benchmarks Change pricing Automation of rates, Manage channels channels and inventory Create/manage
Slide 13: How it all fits together
12 How it all fits together Revenue Flight Deck Experience Smart Platform Engine Connectivity Foundation
Slide 14: The Revenue Flight Deck - delivered through the Smart Platform
13 The Revenue Flight Deck - delivered through the Smart Platform Dynamic Revenue Plus ⬤ ⬤ ⬤ ⬤ Channels Plus ⬤ ⬤ Smart Distribution ⬤ ⬤ ⬤
Slide 15: Dynamic Revenue Plus
14 Dynamic Revenue Plus Leah Rankin Chief Product Officer SiteMinder customer Anantara Desaru Hotels & Resorts, Desaru Coast, Malaysia
Slide 16: Dynamic Revenue Plus - An underpenetrated high value opportunity
15 Dynamic Revenue Plus - An underpenetrated high value opportunity Dynamic Revenue Plus leverages analytics to optimise pricing, inventory, and distribution management. Full solutions don’t exist Industry adoption very low High growth market Existing solutions focus on 80% of hoteliers1 have not Fo
Slide 17: Revenue management today is a laborious process
16 Revenue management today is a laborious process 1. Data collection 5. Execution from multiple platforms Manual execution via Channel Manager or PMS 2 hours 4. Cross checking 2. Data analysis Visual or spreadsheet Compare against RMS based analysis recommendations or ‘peer review’ 3. Determine act
Slide 18: Over 1-in-3 surveyed adjust rates monthly or less
17 Over 1-in-3 surveyed adjust rates monthly or less 36% 33% 30.17% 20.14% 16.40% 14.68% 12.52% 4.17% Multiple 0.72% times per day Daily Weekly Monthly Seasonally Yearly Never
Slide 19: Every week, 45% spot revenue opportunities they can't act on fast enough
18 Every week, 45% spot revenue opportunities they can't act on fast enough
Slide 20: Speed-to-market seen as 'business critical' by room type
19 Speed-to-market seen as ‘business critical’ by room type 11-20 rooms 21-50 rooms 51-100 rooms 100+ rooms 56% 57% 61% 62%
Slide 21: Dynamic Revenue Plus - Transforming revenue management
20 Dynamic Revenue Plus - Transforming revenue management Unified data platform AI enabled analytics One stop shop for a Helps hoteliers sift hotelier’s data needs through the data layers and unearth revenue Curated data solutions generating insights with minimal effort Proprietary demand indicators
Slide 22: SiteMinder UltraSync enhances alignment with operating platforms
21 SiteMinder UltraSync enhances the alignment between SiteMinder and operating platforms
Slide 23: Dynamic Revenue Plus - Product demonstration
22 Dynamic Revenue Plus - Product demonstration
Slide 24: Flight Dashboard - Insights and intelligence
23 Flight Dashboard - Insights and intelligence Curated Proprietary demand Intelligence signals Compare your Powered by SiteMinder’s performance to your 130m reservations relevant market spanning 150 countries Unearth what’s Intelligent event really happening alerts View your data multiple Knowing w
Slide 25: Navigation and Flight Controls - Execution through one platform
24 Navigation and Flight Controls - Execution through one platform IDeaS is the industry leader in revenue management software and services. IDeaS pricing recommendations were available on Dynamic Revenue Plus from March 2025. Execution supported by SiteMinder’s industry leading channel manager. The
Slide 26: SiteMinder is a unified platform - in contrast to alternative solutions
25 SiteMinder is a unified platform - in contrast to alternative solutions SiteMinder Dynamic Standalone Revenue Features Data platforms Spreadsheet Revenue Plus Solutions Data & analytics ✓ ✓ ✓ o Price optimisation ✓ ✓ o o Distribution optimisation ✓ o o o Integrated execution ✓ o o o SiteMinder’s m
Slide 27: Performance and customer feedback
26 Performance and customer feedback Valuable data On the go Streamlined Features added and insights execution onboarding following feedback “I like diving into the Booking Performance and ✓ Enhanced data Pace reports by channel and visualisation market segment… giving me the clarity to understand o
Slide 28: Dynamic Revenue Plus - Product roadmap
27 Dynamic Revenue Plus - Product roadmap H1FY25 H2FY25 FY26 ANZ launch Launched in US, UK, Dynamic Revenue Plus v2.0 Spain, Germany & Mexico IDeaS integration Complete rollout of DR+ in Release UltraSync with 4 all markets key PMS partners Dynamic Revenue Plus SiteMinder iQ - AI & data available in
Slide 29: Key takeaways for Dynamic Revenue Plus
28 Key takeaways for Dynamic Revenue Plus ↗ Dynamic revenue management is an underpenetrated high value opportunity in the hotel tech stack ↗ Hoteliers are currently serviced by fragmented solutions - making for a process plagued with manual effort and errors ↗ SiteMinder’s Dynamic Revenue Plus is an
Slide 30: Smart Distribution Program
SiteMinder customer Luna Volcán, Ecuador 29 Smart Distribution Program Jonathan Kenny Chief Operating Officer
Slide 31: Helping address the suboptimal distribution setups plaguing the industry
30 Helping address the suboptimal distribution setups plaguing the industry Suboptimal rate plan setup Suboptimal channel adoption Technological constraints Poor rate plan design that Channel adoption is low due to Technological limitations and doesn’t meet the demands of the outreach effort required
Slide 32: Smart Distribution Program - Enhancing flight controls
31 Smart Distribution Program - Enhancing flight controls Collaborative effort with key global distribution partners to optimise their connections with SiteMinder’s hoteliers Optimising new hotel Optimising hotel Advancing the technology connections performance partnership Support for new hotels with
Slide 33: Advancing the technology partnership - improving flight controls
32 Advancing the technology partnership - improving flight controls Integrated connectivity platform powering enhanced hotel outcomes, removing friction and improving speed to market
Slide 34: How SiteMinder is deepening connectivity to the OTAs?
33 How SiteMinder is deepening connectivity to the OTAs? SiteMinder is building enhanced channel integration capabilities that enables: Hoteliers to create room types and rate plans without having to leave SiteMinder. Improves hotelier response time and flexibility. “Enhanced Sync is going to save u
Slide 35: Key takeaways for the Smart Distribution Program
34 Key takeaways for the Smart Distribution Program The relationship between hoteliers and distribution channels is plagued by sub-optimal distribution setups. Keys value adds of the Smart Distribution Program: (i) Rate plan optimisation, (ii) Connectivity optimisation, and (iii) Technology transfor
Slide 36: Channels Plus
35 Channels Plus Alex Macoun Chief of Strategic Operations SiteMinder customer Six Senses, Courchevel, France
Slide 37: In a world without Channels Plus…expanding distribution is painful
36 In a world without Channels Plus…expanding distribution is painful 1 2 3 4 5 Setup Channel Sign channel Repeat setup in Mapping Repeat Manager agreement channel Hotelier inputs Hotelier signs and Hotelier inputs Channel manager Steps 2-4 property details, negotiates terms property details, and ch
Slide 38: With Channels Plus the pain of expanding distribution disappears
37 With Channels Plus the pain of expanding distribution disappears 1 2 3 4 Current state: Activate Leverage Rooms effortlessly No Channels Plus Channels Plus existing setup selling on multiple channels Duplicated manual effort Guided setup. Choose from rate plans No need to log-in to across multiple
Slide 39: Channels Plus - Product demonstration
38 Channels Plus - Product demonstration Video / Storylane to be inserted
Slide 40: Channels Plus - A rapidly scaling distribution marketplace
39 Channels Plus - A rapidly scaling distribution marketplace 40 5,000+ Distribution Partners contracted Properties contracted Properties channels Effortlessly expand Effortless access to distribution with 15 500+ more inventory and ‘one connection’ up-to-date content Additional partners Net propertie
Slide 41: Channels Plus - Strong coverage of key geographical markets
40 Channels Plus - Strong coverage of key geographical markets
Slide 42: Channels Plus delivers win-win outcomes
41 Channels Plus delivers win-win outcomes Distribution partners Hoteliers Direct access to new hotels Minimal effort to set-up and maintain Direct access to additional inventory Standardised commercials Cost effective method to No additional costs to scale inventory access. standard OTA fees Direct e
Slide 43: Customer feedback
42 Customer feedback “The connection with Channels Plus is simple and efficient. “Revenue and booking volumes have increased since the All amenities, images, and rates are configured in one place, adoption of Channels Plus.” and the information is seamlessly distributed across various channels. This
Slide 44: Channels Plus - Customer profile
43 Channels Plus - Customer profile 40 rooms 6 $2.5m channels connected prior existing gross booking value to activating Channels Plus on SiteMinder Platform
Slide 45: Customer case study - The optimisation journey
44 Customer case study - The optimisation journey Initial setup Optimised setup Channels Activated 24 25 Room nights available 1,000+ 1,000+ Rate plans available 8 16 Content* 29 29 % of bookings 0% 3%+ *Content refers to the number of digital media assets submitted by the property on Channels Plus
Slide 46: Empowering hoteliers to optimise Channels Plus
45 Empowering hoteliers to optimise Channels Plus Simple and timely in-product notifications to empower hoteliers with the information they need to maximise their booking potential in Channels Plus. SiteMinder’s data analytics help hoteliers identify room rates that have the highest reservation pote
Slide 47: Channels Plus - Upcoming initiatives
46 Channels Plus - Upcoming initiatives H1FY25 H2FY25 FY26 Pilot completed Partnership Initiatives Partnership Initiatives Global release ● Trip.com and Agoda ● Continue to expand C+ connections live partnerships focusing on core ● 40 partners contracted markets and an additional 15 in discussions O
Slide 48: Key takeaways for Channels Plus
47 Key takeaways for Channels Plus ↗ Expanding distribution is a major pain point for hoteliers today, requiring multiple logins, and repeated setups. ↗ Likewise, growing inventory access is a significant challenge for distribution channels. ↗ SiteMinder’s Channels Plus is streamlining the flow of i
Slide 49: Data & AI
48 Data & AI Mike Rogers Tom Varsavsky Co-Founder and Chief Technology Officer Chief Data Officer SiteMinder customer Adina Apartment Hotel, Melbourne, Australia
Slide 50: SiteMinder's edge - Our unique, high fidelity proprietary data assets
49 SiteMinder’s edge - Our unique, high fidelity proprietary data assets Significant scale Global perspective Deep visibility $85b+ of GBV Serving hoteliers in 2 year forward rate plans 130m+ reservations p.a. over 150 countries Full property booking insight 50k hotels
Slide 51: Laying the foundations to capitalise on our data advantage
50 Laying the foundations to capitalise on our data advantage Data infrastructure People & culture Tooling Built on the latest cloud technologies AI-native workforce. Leveraging industry-leading, function specific AI tools. Expanding teams in AI, data, and Data consolidated onto a single Widespread
Slide 52: SiteMinder iQ underpins our AI strategy
51 SiteMinder iQ is our powerful data capability that underpins our AI strategy Product data AI in our Products to meet customer needs 3rd party data Data lake Artificial intelligence and AI in our Operations machine learning to improve efficiency Operational data
Slide 53: AI is driving efficiency across our operational functions
52 AI is driving efficiency across our operational functions Optimising customer support Knowledge base enhancement AI powered support chat bot - strong resolution and NCSat Enhanced access to internal and outcomes external knowledge assets. “Information when you need it” Introduction of AI email res
Slide 54: AI embedded in our products is driving additional value for customers
53 AI embedded in our products is driving additional value for customers Simplifying setup AI powered support Customer content optimisation Setup improvement suggestions In-product, dynamic, multilingual assistance Setup error detection Automation AI powered analysis Predictive analytics Pricing - i
Slide 55: AI in product - Next generation hotel clustering techniques
54 AI in product - Next generation hotel clustering techniques Hotel clustering is the practice of grouping properties that are most comparable to your own SiteMinder is taking this a step further, leveraging AI to go beyond traditional parameters to shape commercial strategies in ways hoteliers nev
Slide 56: AI in product - Predictive analytics and demand forecasting
55 AI in product - Predictive analytics and demand forecasting SiteMinder Demand Forecasting - Actual vs Predicted Property Reservations over 30 day period SiteMinder is leveraging AI to deliver statistically rigorous forecasting tools for hoteliers. Hotelier’s will be able to forecast demand. Based
Slide 57: Key takeaways for SiteMinder's approach to data & AI
56 Key takeaways for SiteMinder’s approach to data & AI ↗ Competitive advantage fueled by data assets of unmatched scale, breadth, and depth ↗ Foundations in-place to capitalise on our competitive advantage ↗ Widespread AI adoption across the business. Delivering meaningful productivity gains at att
Slide 58: Go to Market Overview
SiteMinder customer Hotel Oderberger, Berlin, Germany 57 Go to Market Overview Trent Innes Chief Growth Officer
Slide 59: SiteMinder's GTM machine - Unmatched global scale and consistency
58 SiteMinder’s GTM machine - Unmatched global scale and consistency Europe, ME, & Africa Offices: Barcelona, Berlin, Galway, London FY25 24.0k properties 2.7k net properties added >5x LTV/CAC Americas Offices: Dallas, Mexico City Asia & Pacific FY25 Offices: 9.9k properties Bangkok, Manila, Pune, Sydne
Slide 60: Global multi channel go-to-market engine
59 Global multi channel go-to-market engine Direct Expert partners Reseller network Sell to… Sell with… Sell thru… Technology partners Hotel tech aggregators Multilingual GTM resources Platform in sales team deployed across 8 Languages 15+ languages 20 countries
Slide 61: Strong track record of upsell success
60 Strong track record of upsell success SiteMinder transaction product adoption Strong culture of upselling supported by industry leading sales infrastructure Executed at low incremental cost and strong unit economics.
Slide 62: The journey of a SiteMinder customer
61 The journey of a SiteMinder customer Cumulative profitability over the lifetime of a typical SiteMinder customer Early life Cost to acquire and on-board a property was $4,447 in FY25 Smart Platform SiteMinder, on average, attach 0.8 transactional product to each new property during the onboarding
Slide 63: Strengthening our GTM
62 Strengthening our GTM More experienced Outcome based sales Global Alignment of incentives Winning GTM playbook AI and technology
Slide 64: GTM outcomes
63 GTM outcomes Larger properties Upsell success Efficiency Room growth Transaction attach velocity Stable CAC accelerated +2.0x $4.4k Technology partners over 3 years while LTV has expanded 23% in two Hotel yearstech aggregators SiteMinder’s GTM engine is delivering high quality strong growth at att
Slide 65: We put you in demand.
SiteMinder We put you in demand.
Slide 66: Financials
SiteMinder customer Anantara, Kihavah, Maldives 65 Financials Tim Howard Chief Financial Officer
Slide 67: Substantial value unlock opportunities
66 Substantial value unlock opportunities GBV value unlock ** 1.5% + opportunity $85b+ at full attach Gross Booking Value 5x Smart Platform opportunity contributing 3x 250m+ Room Nights Current GBV 0.3%* value unlock SiteMinder has significant value unlock opportunities even within its existing cust
Slide 68: Substantial customer growth opportunities
67 Substantial customer growth opportunities m 2.4 ms Op 25 o Ro po m rtu nit Significant customer growth opportunities with an y opportunity set in excess of 25m rooms and 1m properties. 10x SiteMinder is targeting larger properties whose Room greater gross booking value increases long term opportu
Slide 69: Hybrid Model: Faster growth, subscription-like margins
68 Hybrid Model: Faster growth, subscription-like margins SiteMinder’s revenue growth profile (A$k) Land and expand hybrid revenue model - combining fixed subscription fees, and transaction fees for add-ons. Total 3yr CAGR*: 22.4% SiteMinder, through the Smart Platform, is adding transaction revenues
Slide 70: Stronger unit economics at scale
69 Stronger unit economics at scale Customer lifetime value (LTV, A$) Customer acquisition unit cost (CAC, A$) +45.8% +10.6% Subscription LTV driven by CPI price increases, tier CAC increased 10.6% over six years, and down on an packaging, and customer mix. inflation adjusted basis. Transaction LTV
Slide 71: Efficient and attractive risk adjusted growth
70 Efficient and attractive risk adjusted growth Subscription Transaction Smart Platform Demand Plus (Metasearch) Smart Distribution Program SiteMinder Platform Products Pay Channels Plus Little Hotelier GDS Dynamic Revenue Plus Revenue Growth Outlook Mid-teens Ahead of Subscription Significant Low 3
Slide 72: Smart Platform to accelerate SiteMinder towards 30% revenue growth
71 Smart Platform to accelerate SiteMinder towards 30% revenue growth FY25 FY26 FY27 FY28 FY29 FY30+ Existing business* Smart Distribution* Channels Plus* Dynamic Revenue Plus* *Colour gradient is indicative of expected revenue maturity of product. Darker colour represents greater maturity.
Slide 73: Outlook Reiterated
SiteMinder customer The Phala Group, , Radha Phala, Bali 72 Outlook Reiterated Building on FY25’s 27.2% ARR growth (cc,organic) and second-half revenue momentum, SiteMinder is positioned to deliver strong ARR and revenue growth (cc,organic) in FY26, while continuing to improve underlying EBITDA, fre
Slide 74: SiteMinder: The global intelligence, revenue and distribution platform for hotels
73 SiteMinder: The global intelligence, revenue and distribution platform for hotels Redefined ↗ From connectivity to the Revenue Flight Deck - an integrated solution unifying all aspects of intelligence, revenue management and distribution Opportunity ↗ 5x GBV value unlock within existing customer
Slide 75: Q&A
74 Q&A SiteMinder customer North Beach Resort, Brittain Resorts & Hotels, South Carolina, USA
Slide 76: Glossary
75 Glossary Annual Recurring Revenue (ARR) Monthly ARPU ARR is the prior month’s recurring subscription revenue multiplied by 12 and the prior quarter’s Average revenue per user (or property) measures the average revenue from each transaction revenue from subscriber customers multiplied by four (ass
Slide 77: Investor relations Media enquiries
76 Investor relations Media enquiries Paul Wong Zoë Lee investor.relations@siteminder.com media@siteminder.com
Slide 78: siteminder.com/investor-relations
77 siteminder.com/investor-relations