Slide 1: Gatekeeper Systems Investor Presentation
www.gatekeeper-systems.com | TSX-V:GSI | OTC:GKPRF
Slide 2: Disclaimer on Forward Looking Statements
DISCLAIMER ON FORWARD LOOKING STATEMENTS Certain statements made in this presentation that are not historical facts are forward-looking statements within the meaning of securities laws. Forward-looking statements in this presentation include, but are not limited to, information with respect to the d
Slide 3: About Gatekeeper Systems Inc.
ABOUT GATEKEEPER SYSTEMS INC. • A leader in vehicle video safety solutions for the School Bus and Public Transit markets. • Using intelligent video and data, Gatekeeper provides a safer transportation environment for children, passengers, and drivers on multiple transportation modes. • Revenue is de
Slide 4: High-Potential Market Opportunity $1.2B
HIGH-POTENTIAL MARKET OPPORTUNITY Total Addressable Market (North America) • Increasing adoption of video security and AI- ESTIMATED SCHOOL BUSES: 534,000 driven analytics across transit systems and fleet VEHICLES IN TRANSIT VEHICLES: 186,000 EACH MARKET RAIL VEHICLES: 15,000 managers • Regulatory t
Slide 5: Platform-as-a-Service (PaaS) Business Model
PLATFORM-AS-A-SERVICE (PaaS) BUSINESS MODEL Onboard Video Devices Mobile Data Collectors Cloud Based Data Center ~200,000 installed At-the-edge video processing AI-assisted video analytics & Onboard vehicle “black box” storage Video Management Hosted Services LTE Wireless Per bus, per month software
Slide 6: Mobile Data Collectors (MDCs)
MOBILE DATA COLLECTORS (MDCs) Enabling intelligent data analytics and data monetization opportunities Ruggedized & crashworthy 4,000 MDCs installed 8 TB of video storage recording 24 high-def IP cameras collecting on transit buses, trains vehicle data such as video, audio, & city vehicles. GPS, time
Slide 7: Revenue Growth - Profitable
REVENUE GROWTH - PROFITABLE Strategic expansion into Transit & Smart City in 2018 has contributed $40+ million of new revenue. Approx. 60 transit customers, SEPTA being the largest. Growth in School Bus vertical is driven by Platform-as-a-Service business model. ~25% School District Market Share § O
Slide 8: Widespread Technology Adoption
WIDESPREAD TECHNOLOGY Gatekeeper customer concentration map ADOPTION Customers in every state and province in North America. Over 3,500 customers choose Gatekeeper. Technology suite endorsed by OEMs for school buses, trains, and transit buses. Our excellent customer service and technology innovation
Slide 9: School Bus Industry Technology Upgrades
SCHOOL BUS INDUSTRY TECHNOLOGY UPGRADES Video on school buses – is now an expectation § U.S.: ~484,000 school buses transport ~21.4 million students daily, ~36,000 school buses sold annually As of Nov 1, 2027, all new school buses § Canada: ~50,000 school buses, ~4,400 buses sold annually will be eq
Slide 10: School Bus AI-Assisted Safety Suite
SCHOOL BUS AI-ASSISTED SAFETY SUITE Student Protector Pedestrian Protector Video evidence and AI- AI-assisted blind spot detection of assisted license plate capture children near the bus. Real-time of cars illegally pass a school driver alerts and 360 Surround bus when the stop arm is Vision integra
Slide 11: Comprehensive School Bus Technology Suite
COMPREHENSIVE SCHOOL BUS TECHNOLOGY SUITE Student Protector 360 Surround Vision Surround view of the school bus, activated High-speed, multi-lane when the bus is reversing or making side turns. license plate reader to capture stop-arm violators, in any conditions, day or night. Interior Cameras Reco
Slide 12: Transit Market: A Significant Growth Driver
TRANSIT MARKET: A SIGNIFICANT GROWTH DRIVER 87% 20-28% $108 Billion $40+ Million of transit buses improvement in in U.S. federal peak congestion Gatekeeper’s now have video funding cumulative transit cameras travel times with announced in transit-only lanes revenue 2021 Video-based evidence for Tran
Slide 13: Transit Customer: SEPTA
TRANSIT CUSTOMER: SEPTA Southeastern Pennsylvania Transportation Authority § One of the largest transit authorities in the U.S. § 3,600 vehicles including approximately 970 trains 800,000 DAILY PASSENGER TRIPS 1 SEPTA - a leading transit authority in use of video § Actively using vehicle video surve
Slide 14: Transit Customer: Toronto Transit Commission (TTC)
TRANSIT CUSTOMER: TORONTO TRANSIT COMMISSION (TTC) Canada’s Largest Transit System Automated Streetcar Enforcement System North America’s 3rd Largest Transit System (ASES) AI-assisted video analytics and automated ticketing solution § Enforcement of motorists who fail to stop when streetcar doors ar
Slide 15: Automated Lane Enforcement (ALE)
AUTOMATED LANE ENFORCEMENT (ALE) Reduce transit lane violations • Custom-designed for transit applications AI and Video Analytics • Launched July 2021 • Captures vehicle license plate of lane violations Large market opportunity • Traffic congestion in cities is a concern, post-pandemic due to user p
Slide 16: FRA Rule - Video & Data Recorders for Passenger Trains
FRA RULE - VIDEO & DATA RECORDERS FOR PASSENGER TRAINS The Federal Railroad Administration rule requires inward and outward facing image recording devices on passenger trains § All passenger train lead locomotives providing scheduled intercity rail passenger or commuter service § FRA press release O
Slide 17: Enabling Smart Cities: AI & Analytics
ENABLING SMART CITIES: AI & ANALYTICS Intelligent transit planning Protecting passengers § Analytics is becoming increasingly important § Video evidence, flagging abnormal passenger behavior § Collecting and analyzing data is essential for maximizing resources and improving § People counting, facial
Slide 18: Financial Information
FINANCIAL Revenue (Aug 31 Year End) 40 INFORMATION ($CAD) 30 Millions FQ3 20 Shares Outstanding 103.9 M 10 Stock Options 4.8 M Fully Diluted Shares 108.6 M - 2019 2020 2021 2022 2023 2024 2025 F.D. Market Cap ~$142 M Q1 Q2 Q3 Q4 (@ $1.30/sh.) Fiscal Q3 Fiscal Year May 31, 2025 Aug 31, 2024 Revenue $
Slide 19: Board of Directors
BOARD OF DIRECTORS Doug Dyment § Founded Gatekeeper Systems and took the Company public in 2013 DIRECTOR & CHAIRMAN § Former VP Marketing and Director at Silent Witness; founded Security Products Division § Former COO First Group America and National Express Charlie Bruce § Founded Transportation Ad
Slide 20: Senior Management
SENIOR MANAGEMENT Corporate Structure (mitigates tariff impacts) Gatekeeper Systems Inc. 301-31127 Wheel Avenue Jeff Gruban Abbotsford, BC V2T 6H1 Canada Doug Dyment Kelsey Chin President & CEO CFO VP Sales – Transit Gatekeeper Systems USA Inc. 7-200 Rittenhouse Circle East Bristol, PA 19007 USA Cor