Beam Communications Holdings Limited · ASX:BCC

Beam Communications — Investor Presentation (March 2022)

18 slides from Beam Communications's investor presentation, Mar 22, 2022

  1. Slide 1: Investor Update

    Investor Update March 22, 2022 Beam Communications Holdings LTD

  2. Slide 2: Disclaimer

    Disclaimer This document has been prepared by Beam Communications Holdings Limited and comprises written material/slides for a presentation concerning Beam Communications Holdings Limited and its subsidiaries. The presentation is for information purposes only and does not constitute or form part of

  3. Slide 3: Record 1HFY22 Revenue and Doubling in NPAT

    Record 1HFY22 Revenue and Doubling in NPAT Beam's Interim Results $14 $450 • Revenue jumps 39% to record $12.5m and NPAT increased 111% on pcp Millions Thousands $400 $12 to $388k $10 $350 $300 $8 $250 • ZOLEO sales the main contributor to revenue growth $6 $200 $150 $4 $100 • Beam’s other product l

  4. Slide 4: Transitioning to Higher Recurring Revenue Business

    Transitioning to Higher Recurring Revenue Business Integrated Ser vices • VAS solutions on new satellite devices that Beam is Beam is building on its long and developing (i.e. Certus®) successful track record of developing world-class satellite/LTE/WiFi devices for global customers to become a Value

  5. Slide 5: Scaling to New Peaks in 2022 and Beyond

    Scaling to New Peaks in 2022 and Beyond Strong demand for personal Multiple growth opportunities to communications devices worldwide build scale and recurring revenues Earnings momentum continues ZOLEO upcoming launch into to carry through into 2HFY22 large UK and EU markets Enterprise and Governmen

  6. Slide 6: SS &) A

    SS &) A SY Se Satellite __Cellular Wi-Fi

  7. Slide 7: World's Leading Global Communicator

    World’s Leading Global Communicator • ZOLEO a 50/50 JV business between Beam & Roadpost Inc. • Launched Early 2020 - USA, Canada, Australia • World’s First truly seamless global messaging application • Extending the reach of smart phones to anywhere on Earth • Messaging, SOS, Weather & Location Trac

  8. Slide 8: ZOLEO's Competitive Advantage

    ZOLEO's Competitive Advantage High Barriers to Entry: Iridium selective on who they allow on their network to avoid cannibalisation Best-in-Class: Best messaging functionality and battery Garmin inReach life and the only IP68 rated device in the product ZOLEO Mini category RRP A$345 A$529 Better val

  9. Slide 9: Accelerating Orders for ZOLEO

    Accelerating Orders for ZOLEO Total Net ANZ Subs (PCP) No. of ZOLEO units shipped & invoiced No. of ZOLEOs Ordered & Invoiced 2500 40000 80 30 Thousands Thousands +627% 70 2000 +936% 30000 60 1500 50 20000 20 1000 40 10000 30 500 20 0 0 10 10 Sep Qtr Dec Qtr FY20 FY21 FY22 1HFY21 2HFY21 1HFY22 Q1 Q2

  10. Slide 10: Large European Opportunity for ZOLEO

    Large European Opportunity for ZOLEO Population of UK, Denmark, Finland, Sweden and Norway >94 million with Combined GDP of >US$4.2tn Social Settings for Outdoor Activities Use of Technical Devices Top Outdoor Activities 1Compared to those who didn’t do an outdoor activity in last 12 months *Based o

  11. Slide 11: Significant Consumer, Government & Enterprise Markets in Australia

    Significant Consumer, Government & Enterprise Markets in Australia • 78% of Australia land mass has no cell coverage Boating Industry >$7.9B Emergency Services • High level of interest across all markets >2M Boat Licenses >9K Rural Health Workers >1.3M Motor/Speed Boats & 160K Yachts >40K State Emer

  12. Slide 12: ZOLEO is part of the Rapidly Growing PCD Market

    ZOLEO is part of the Rapidly Growing Additional Growth Drivers for ZOLEO PCD Market IRIDIUM'S FORECAST GROWTH IN PERSONAL COMMUNICATIONS DEVICES (PCDS) Add-on Services: 1,400,000 1,200,000 1,300,000 1,000,000 Location Share+ launched in May 2021 for 800,000 A$7.95/mth 600,000 400,000 Network Effect:

  13. Slide 13: ZOLEO Revenue Model and Recurring Revenue Streams

    ZOLEO Revenue Model and Recurring Revenue Streams Beam and RP are Master 50/50 JV business between Distributors for their respective Beam and Roadpost Inc. (RP) territories • Beam manufactures ZOLEO device 1 and sells to JV 2 • Master Distributors appoint authorised retailers • Beam territories are

  14. Slide 14: Material Earnings From ZOLEO

    Material Earnings From ZOLEO What If... • 15K subscribers in Beam’s territories will generate ~$1.5m-$1.8m* in operating profit a year for Beam • Total Revenue from lowest cost plan is $29.09 (ex-GST) a month X 12 months X 15k subs = $5.2m • Excludes additional upside from Value Added Services and o

  15. Slide 15: Beam's Core Business

    Beam’s Core Business  Beam Equipment sales increased 34% (ex ZOLEO) in 1HFY22 vs. PCP  Equipment Sales includes OEM products and Beam- branded equipment like docking stations and terminals and related accessories (excludes ZOLEO)  Division revenue bolstered by strong orders for Iridium GO! satell

  16. Slide 16: Wholly owned subsidiary of BCC

     Wholly owned subsidiary of BCC  Telstra’s largest satellite dealer  Sales & Rentals of Satellite and related Communication accessories  Sales jumped 38% in 1HFY22 vs. PCP  Increased demand from government bodies and SME  Easing of global travel restrictions provides positive tailwind  All ZO

  17. Slide 17: Multiple Growth Drivers

    Multiple Growth Drivers ZOLEO Certus Organic Growth M&A 1. Strong subscriber growth outlook for 1. Beam to launch new Certus® device 1. Sales of personal satellite products 1. Well positioned for opportunistic NA and ANZ this calendar year to continue benefitting from easing bolt-on acquisitions 2.

  18. Slide 18: Thank You

    THANK YOU BEAMCOMMUNICATIONS.COM ZOLEO.COM.AU SATPHONESHOP.COM.AU

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