Audinate Group Ltd. · ASX:AD8
Audinate — Shareholder Meeting (October 2019)
12 slides from Audinate's shareholder meeting presentation, Oct 24, 2019
Slide 1: Chairman's Opening Remarks
CHAIRMAN'S OPENING REMARKS Before the CEO provides an update on the Company’s activities, I’d like to make a few comments. For personal use only On behalf of the directors and shareholders, I would like to take this opportunity to express our sincere appreciation to the management team and all the s
Slide 2: Chairman's Opening Remarks (continued)
He has built and developed a great team to lead the business through its next chapter. And when it came to his retirement and succession; Lee again acted selflessly. He engaged with the board in an open, co-operative and productive manner to ensure a smooth transition that allowed the business to ma
Slide 3: 2019 Audinate AGM: CEO Presentation
2019 Audinate AGM: CEO Presentation For personal use only 24 October 2019 Aidan Williams – Chief Executive Officer
Slide 4: Audinate: pioneering the future of the AV industry
Audinate: pioneering the future of the AV industry Dante technology distributes audio & video signals across computer networks For personal use only The Dante Audinate is the leading supplier of digital audio & video networking for the platform is used Professional AV industry in thousands of instal
Slide 5: New CEO – co-founder, accelerating the same strategy
New CEO – co-founder, accelerating the same strategy • My background For personal use only • Country boy, from outside Goulburn, NSW • Studied Electrical Engineering & Computer Science @ UNSW • Early career managing large IT systems, campus networks, security • Joined Motorola Labs in R&D (2000) • F
Slide 6: Audinate is driving the transformation of the AV industry
Audinate is driving the transformation of the AV industry For personal use only A$400m • Networked digital connectivity is replacing Audinate Total Addressable Market (‘TAM’)* traditional, point-to-point analogue cabling The TAM for digital audio networking is in the AV industry A$400m annually Audi
Slide 7: FY19 Highlights
FY19 Highlights Financial For personal use only 34% A$2.8m A$3.6m A$24.0m Growth in revenue to US$20.3m EBITDA increased Operating cashflow increased Capital raised (A$28.3m / 44% Growth) from A$0.6m from A$1.0m via placement & SPP Operational 29% 2,134 22% Video & Software Growth in Dante units* Da
Slide 8: Driving growth & the network effect
Driving growth & the network effect For personal use only Increase market Increase number of Dante Increase the number of awareness of Dante products per OEM OEMs adopting Dante Over 60,000 Over 2,100 270 Dante trained and certified Dante-enabled products OEM customers shipping professionals globall
Slide 9: Dante AV – Video & Audio Networking
Dante AV – Video & Audio Networking Wall plate – laptop input Key FY20 goals: Dante AV Module* For personal use only Dante AV Module • Drive design wins to generate FY21 • “AV-over-IP” networking module, OEM business model & beyond revenue pipeline • V+A+Network (1 video + 8 audio) • Broaden product
Slide 10: New Software Products
New Software Products Dante Application Library (DAL) Ceiling Microphone For personal use only • Dante for PC/Mac applications Dante IP Core (today) / • Simple way for software developers Software products enable: Dante Embedded Platform to add Dante to their products • Wider proliferation, thru low
Slide 11: Well positioned to deliver attractive long-term growth
Well positioned to deliver attractive long-term growth Audinate has the foundations in place to accelerate our product development and support the software transition of the AV industry For personal use only over the medium term A$400m Investing to double Audinate’s engineering and R&D functions ove
Slide 12: Important notice and disclaimer
Important notice and disclaimer Disclaimer Past performance IFRS and may be calculated differently by other companies. For personal use only To the maximum extent permitted by law, none of the Past performance information, including past share price Market share information Audinate Group Limited or