Slide 1: 2020 Annual General Meeting
2020 Annual General Meeting 1 Approved for distribution by the Board of Audinate Group Limited
Slide 2: Chairman's Address
Audinate Group Limited 2020 ANNUAL GENERAL MEETING Thursday, 15 October 2020 at 9.30am (Sydney time). Chairman’s Address Before our CEO Aidan Williams addresses us, I would like to welcome our directors that have joined us here virtually today, and would like to make a few comments. There is little
Slide 3: Chairman's Address (continued)
-2- Product development requires new business infrastructure to enable and support it. Accordingly, it is pleasing to see the progress Audinate has made this year in terms of code protection and in-field licensing and enablement. The fulfilment of these capabilities is an essential strategic objecti
Slide 4: 2020 Audinate AGM: CEO Presentation
2020 Audinate AGM: CEO Presentation 15 October 2020 Aidan Williams – Chief Executive Officer
Slide 5: 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 The Dante Audinate is the leading supplier of digital audio & video networking for the platform is used Professional AV industry in thousands of installations globally Melbo
Slide 6: Audinate is driving the transformation of the AV industry
Audinate is driving the transformation of the AV industry 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 Audinate share of Audio Market in the AV industry A$400m annu
Slide 7: FY20 Highlights
FY20 Highlights Financial A$30.3m A$2.0m 76.6% A$29.3m Revenue EBITDA Gross profit margin Cash on hand (US$20.4m) at 30 June 2020 Operational 2,804 57,000 21% A$40.0m Dante-enabled Professionals Increase in OEMs Capital raised products on the trained on Dante shipping Dante via placement & SPP marke
Slide 8: Leading global supplier of digital media networking
Leading global supplier of digital media networking Highlights Increasing market awareness and adoption of Dante >A$1bn Total addressable market(1) 3000 2,804 Total audio products per protocol(1) 2500 328 OEM customers shipping Dante Dante has 8x enabled products 2000 the adoption versus closest com
Slide 9: Laying the foundation for accelerated adoption
Laying the foundation for accelerated adoption Lead over closest competitor People trained on Dante1 Unique website visitors Dante Certification Training (up 39%) (up 185%) (up 65%) 57k • Free training for industry 1,095k 8.2x professionals – including designers, system integrators & end users 27k •
Slide 10: Independent Forecast of Networked Audio Units
Independent Forecast of Networked Audio Units Audinate: • Market data forecasts Networked Audio Unit volume to triple over Networked Audio Units the five-year period from 2020 to 2024 Pioneering the (Thousands) future of AV • Research does not factor in impact of cheaper technology accelerating the
Slide 11: 1Q21 Trading Performance
1Q21 Trading Performance • Steady improvement in trading conditions since May Revenue USD #039;000 • Customer and market segments impacted differently 2,000 • Good momentum in corporate conferencing & higher education 1,800 • Challenging conditions in live sound & large events 1,600 1,400 • Sales backl
Slide 12: Focus areas for FY21
Focus areas for FY21 Medium-term strategic priorities FY21 objectives Investing to double Audinate’s engineering and • Drive designs wins during economic downturn & prime R&D functions over two years (from July 2019) the pump for economic recovery Digital Audio • Broaden Dante video product offering
Slide 13: Important notice and disclaimer
Important notice and disclaimer Disclaimer Past performance non-IFRS measures do not have any standard definition under IFRS and may be calculated differently by other companies. To the maximum extent permitted by law, none of the Past performance information, including past share price Audinate Gro