Peraso Inc. · NASDAQ:PRSO
Peraso — Investor Presentation (March 2022)
24 slides from Peraso's investor presentation, Mar 10, 2022
Slide 1: Unleash the Power of 5G mmWAVE
Unleash the Power of 5G mmWAVE March 2022 Copyright © 2022 Peraso Inc. 1 Exhibit 99.1
Slide 2: Safe Harbor and Forward-Looking Statements
SAFE HARBOR AND FORWARD-LOOKING STATEMENTS This presentation contains forward-looking statements. All statements other than statements of historical facts contained in this presentation, including statements regarding the completion of business combination, the future results of operations, business
Slide 3: Company Overview
3 Copyright © 2022 Peraso Inc. Became Public through merger with MoSys, Inc. in 2021 12 years of experience in mmWave RF/Antenna design Field Proven high-performance mmWave phased array - Advanced Beamforming Fully integrated solutions; mmWave antennas, RF phased array transceivers, on-the-fly calib
Slide 4: Global Bandwidth Demand Accelerating
4 Copyright © 2022 Peraso Inc. 66% of population will be using the internet Up from 51% in 2018 Mobile Devices / Connections by 2023 1.6 networked devices and connections per person Up from 1.2 in 2018 Mobile Data Speed by 2023 44 Mbps average mobile speed Up from 13 Mbps in 2018 Wi-Fi Speed by 2023
Slide 5: 5G Wireless Demand Is Outpacing Network Capacity
5 Copyright © 2022 Peraso Inc. Demand Capacity for Data in U.S. Networks Source: Mobile Experts: 5G Business Case Dec 2021 Video set to dominate traffic with apps such as TikTok, Facebook Reels, Netflix and Twitch Video resolution continues to increase to 4k and eventually 8k Current cellular networ
Slide 6: Established and Sustainable Advantages
6 Copyright © 2022 Peraso Inc. Switching Costs Experience Customer Relationships Performance Cost Advantages Platform of mmWave RF circuits coupled with proprietary software platform creates long-term customer commitment Proven execution in mmWave RF circuits where potential competitors have failed
Slide 7: Technology Backed by Strong IP & Patent Portfolio
mmWave RF in Silicon High-performance, highly integrated mmWave RF circuits and systems in silicon mmWave Antennas mmWave phased array antennas, advanced beamforming and beam steering algorithms 7 Copyright © 2022 Peraso Inc. Essential Claims Most Comprehensive Software Support Full software stack e
Slide 8: Market Advantages of Beamforming / Beam-Steering
Enables longer distance links for mmWave RF devices Provides an excellent countermeasure to cybersecurity attacks Limits interference, which is important for the user experience in applications like AR/VR Allows more access points in a given area, important for multi-user environments 8 Copyright ©
Slide 9: Vertical Integration >> Premier Module Solutions
9 Copyright © 2022 Peraso Inc. VERTICAL INTEGRATION >> PREMIER MODULE SOLUTIONS Vertical Integration offers competitive cost structure, reduced time-to-market
Slide 10: mmWave Shipping into Broad and Growing Applications
mmWAVE SHIPPING INTO BROAD AND GROWING APPLICATIONS 10 5G/Fixed Wireless Access Multi-gigabit, low latency Internet connectivity Consumer Electronics Metaverse, laptops, tablets, hotspots, video conferencing Copyright © 2022 Peraso Inc.
Slide 11: 60GHz Fixed Wireless Access
60GHz mmWave for Fixed Wireless Access Multi-gigabit, symmetrical, low latency broadband access in the 60GHz band Copyright © 2022 Peraso Inc. 11 60GHz mmWave Fixed Wireless Access products provide operators access to FREE SPECTRUM Leading companies such as Facebook, and its Terragraph solution, uti
Slide 12: Proven Solutions for Fixed Wireless Access
12 Copyright © 2022 Peraso Inc. PROVEN SOLUTIONS FOR FIXED WIRELESS ACCESS SHIPPING mmWave chipsets to the fixed wireless market since 2017 PRICE/PERFORMANCE advantage over competition in 60GHz Fixed Wireless Access 29km links - estimated to be 10X longer than the competition* * Peraso Management Es
Slide 13: 5G Fixed Wireless Access
5G Fixed Wireless Access Building on Peraso’s successful 60GHz Fixed Wireless Access Products Copyright © 2022 Peraso Inc. 13 Natural EVOLUTION from existing 60GHz products Offers COMPETITIVE ALTERNATIVE to fixed line internet access in both urban and rural deployments mmWave is a CRITICAL component
Slide 14: Secure Private Networks
Private Networks mmWave provides a highly secure, low latency network for mission critical applications Cybersecurity is a dominant concern globally Peraso is engaged in private network opportunities, 5G is next generation mmWave Beamforming and beam-steering is an excellent technology for secure, m
Slide 15: Consumer Electronics
mmWave provides high-performance, low latency links for consumer applications Shipping into consumer devices requiring high speed wireless links 5G represents a major opportunity in terms of wireless network access for laptops, tablets Consumer Electronics Adding to Peraso’s successful 60GHz Fixed W
Slide 16: Metaverse
Metaverse AR/VR/XR Providing carriers with new content delivery options 5G mmWave provides low latency access, enabling real-time and near real-time applications UHD 4K streams going to 8K and 16K for lifelike visuals AR/VR/XR → 95 million users by 2022 (Statista) Very low latency (<5ms) at Ultra-hi
Slide 17: Memory Products
MEMORY PRODUCTS Memory IC product line acquired through combination with MoSys Silicon Accelerator Engine and Intelligent Memory ICs Bandwidth Engine and Programmable HyperSpeed Engine High-speed, serial-attached, optimized for Intel/Xilinx FPGA applications Products are shipping in volume Leading t
Slide 18: Financials
FinancialS Copyright © 2022 Peraso Inc. 18
Slide 19: Balance Sheet and Capitalization
Balance Sheet and Capitalization 19 Copyright © 2022 Peraso Inc Notes Includes $18.3 of goodwill and intangible assets recorded in connection with the Peraso Technologies – MoSys business combination Includes 8.0 million exchangeable shares with the same rights as common shares, which were issued by
Slide 20: Non-GAAP Actual and Model
Non-GAAP Actual and Model Copyright © 2022 Peraso Inc 20 Notes: Reflects operating results of Peraso Technologies Inc. for full year 2021 and MoSys, Inc. for the period from Dec 17- Dec 31, 2021 Represents forward-looking, financial objectives and does not constitute estimates of future performance,
Slide 21: Non-GAAP Quarterly Income Statements
Non-GAAP Quarterly Income Statements Copyright © 2022 Peraso Inc 21
Slide 22: Non-GAAP to GAAP Reconciliation
Non-GAAP to GAAP Reconciliation Copyright © 2022 Peraso Inc 22
Slide 23: Summary
Peraso Inc. Delivering High Speed 5G Wireless 23 Increase in 5G wireless demand has strained the existing wireless spectrum Use of mmWave in 5G networks is inevitable. Existing ‘beachfront’ property is disappearing Peraso is a leader in mmWave technology with a clear and defensible competitive advan
Slide 24: Thank You
Thank YOU Copyright © 2022 Peraso Inc. 24 Investor Relations Contact: Shelton Group Leanne K. Sievers | Jeffrey Schreiner P: 949-224-3874 | 512-243-8976 E: sheltonir@sheltongroup.com Peraso Contact: Jim Sullivan Chief Financial Officer P: 408-418-7582 E: jsullivan@mosys.com