Liveone, Inc. · NASDAQ:LVO
Liveone — LiveXLive Media — Investor Presentation (September 2020)
21 slides from Liveone's investor presentation, Sep 1, 2020
Slide 1: Investor Presentation August 2020
Investor Presentation August 2020 1
Slide 2: Safe Harbor
Safe Harbor 2 The information in this presentation is provided to you by LiveXLive Media, Inc. (the “Company”) solely for informational purposes and is not an offer to buy or sell, or a solicitation of an offer to buy or sell, any security or instrument of the Company, or to participate in any inves
Slide 3: A global platform delivering livestream and on-demand audio, video and podcast content
A global platform delivering livestream and on - demand audio, video and podcast content devoted to music, comedy and pop - culture We give brands, fans and bands the best seat in the house LIVE X LIVE 3
Slide 4: Unmet Demand for Live Music
Unmet Demand for Live Music Growth of Mobile Love of Live Music Desire for Premium Content Acceptance of Live Streaming Over 3.8 billion Smartphone Users Projected Globally by 2021 30M+ People Attend at Least One Music Festival in the US Annually 52% of US Attended a Live Music Event in 2018 Subscri
Slide 5: LiveXLive at a Glance – QTD June 30, 2020
• The first live social music network delivering premium livestreams, digital audio, 300+ weekly podcasts and on - demand music experiences • Only centralized platform dedicated to online steaming of live music and music - related content • Multifaceted monetization strategy including subscription,
Slide 6: The Music Streaming Platform Built for Engagement & Retention
The Music Streaming Platform Built for Engagement & Retention Live Festival Events & Promotion Original Content On - Demand Streaming Multiple Channels • React Presents promotes 250+ shows per year • Cross - sell opportunities – Ticket packages – VIP – Sponsorships – Digital pay - per - view • Drive
Slide 7: Aggregating the Most Festivals in One Place
Aggregating the Most Festivals in One Place 2,000+ Music Festivals Worldwide 7
Slide 8: Music Lives Digital Festival
Music Lives Digital Festival 48 - hour Livestream with +100 Artists Streamed by LiveXLive April 17 - 18 - 19, 2020 CONTENT SUMMARY DISTRIBUTION PARTNERS OVERVIEW APRIL 17 - 18 - 19, 2020 3 MAJOR MILESTONES ACHIEVED 3 DAYS OF PERFORMANCES 48+ HOURS OF LIVE CONTENT AVERAGED +200,000 CONCURRENT SESSION
Slide 9: Recent Events – August 2020 Updates
Recent Events – August 2020 Updates Closed PodcastOne Acquisition in July 2020 Improved Balance S heet by +$40 Million Multi - Year Partnerships with Pitbull and Corona Electric • PodcastOne , a leading podcast platform with 300+ podcasters, +2.1 billion annual downloads and over $27 million of annu
Slide 10: Investment Rationale
Investment Rationale Experienced board and advisors with industry expertise World - class management team Multiple monetization paths and levers to drive long - term, sustainable growth Global network of distribution and channel partners Attractive Growth Story 1 2 3 4 5 6 7 Strong underlying TAM gr
Slide 11: Market Opportunity: Positioned at the Center of Three Exploding Sectors
$9 $16 2018A 2021E $27 $30 2018A 2021E Significant unmet demand for experiencing live music, musical performance video on demand and related content online . Large market for live music events worldwide, with the U.S. Live Music Market expected to grow to $ 29.7B by 2020 with more than 2,000 mus
Slide 12: Predictable Revenue Driven By Differentiated Subscription Platform
#5 Predictable Revenue Driven By Differentiated Subscription Platform 2 Premium Live Music Content Segment Highlights Key Drivers of Growth Global network of digital music events and festivals Sponsorship, ticket sales, merchandise Original Programming, PPV VOD, programming and artist relations lead
Slide 13: Attractive Growth Story Drives Attractive Topline Growth
Attractive Growth Story 3 …Drives Attractive Topline Growth* Unique Flywheel … * March 2021 YTD revenue guidance ( $62.5M - $68.5M ) Drive Margin Expansion Live Events Drive Subscriber Growth Increase Subscribers & Incremental ARPU Sp onsorship, Advertising, PPV, Distribution Operating Philosophy CA
Slide 14: Global Network of Distribution and Channel Partners
Global Network of Distribution and Channel Partners 4 Desktop Mobile OTT 14
Slide 15: Multiple Monetization Paths & Levers to Drive Long-Term Growth
Multiple Monetization Paths & Levers to Drive Long - Term, Sustainable Growth 5 Current Monetization Paths Future Monetization Paths VOD/distribution, AR and VR Data M erch , tipping, transactions Paid Subscriptions Advertising Revenue YOY Sponsorship In - channel purchases Long - term subscriber ta
Slide 16: Management Team
Robert Ellin Chairman & CEO Over 30 years of investment and turnaround experience , deep relationships in media and entertainment , prior public company experience as Executive Chairman of Mandalay Digital Michael Zemetra CFO Seasoned executive with extensive financial and operational experience in
Slide 17: Distinguished & Experienced Board of Directors
Distinguished & Experienced Board of Directors Strong Suite of Formal Advisors Ramin Arani Independent Director Former lead manager of Fidelity’s Puritan Fund and current Board member of Vice Media , Ellen Digital and Opportunity Network Patrick Wachsberger Independent Director Founder and CEO of Pi
Slide 18: Appendix
Appendix
Slide 19: Select Financials – Q1 FY21 Results
Three months ended June 30, 2020 Select Financials – Q1 FY 2021 Results: (USD $ in Millions) Three Months Ended June 30, 2020 Revenue $10.5 Adjusted Operating Income ( Loss) 1 ( $0.1) Cash & Cash Equivalents $17.1 Total Debt 2 $ 17.4 Total Stockholder’s Equity (Deficit) ($ 11.3) Shares Outstanding 3
Slide 20: Summary
Strong opportunity for growth Predictable revenue driven by subscription Early wins with key sponsors, advertisers & distribution partners Low content costs Multiple monetization paths LIVE X LIVE Summary Proven management team and experienced board and advisors with industry expertise 20
Slide 21: IR@LIVEXLIVE.COM
NASDAQ: LIV X IR@LIVEXLIVE.COM
LiveXLive Media — Investor Presentation (September 2020) on 6ix