Liveone, Inc. · NASDAQ:LVO
Liveone — Investor Presentation (March 2024)
20 slides from Liveone's investor presentation, Mar 12, 2024
Slide 1: Investor Presentation March 2024
Investor Presentation MARCH 2024 1
Slide 2: Disclaimer
2 The information in this presentation is provided to you by LiveOne, Inc . (the “Company” or “LiveOne”) 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 investment
Slide 3: At a Glance
An award - winning, creator - first, music, entertainment and technology platform focused on delivering premium experiences and content worldwide through memberships and live and virtual events. 3 We give fans, brands, and bands the best seat in the house Listen Watch A ttend Engage Transact AT A GL
Slide 4: Financial Highlights
Financial Highlights LIVEONE, INC. ANNUAL REVENUE (Fiscal Year ends March 31st) 2018 - $7.2M 2019 - $33.7M 2020 - $38.7M 2021 - $65.2M 2022 - $117M 2023 - $99.6M 2024 - $114M - $120M* At the recent LiveOne stock price of $1. 87 per share (~$ 169.6 M Market Capitalization) LiveOne shares trade at: 11
Slide 5: Peer Group Valuations
Peer Group Valuations Enterprise Value (EV) Revenue (TTM) EV/Revenue • LiveOne (LVO) $169.6M $113M 1.50 _________________________________________________________________________ • Sirius Radio (SIRI) $27.5B $9B 3.07 • Spotify (SPOT) $46.2B $13.3B 3.49 • iHeart Radio (IHRT) $6.2B $3.8B 1.63 • Stingra
Slide 6: Complementary Portfolio of Subsidiaries and Brands
6 Complementary Portfolio of Subsidiaries and Brands PPV ONE DAYONE Music Publishing Splitmind
Slide 7: LiveOne's Model Addresses Five Large Market Verticals
7 Source: Houlihan Lokey Fall 2023 Report, MRI - Simmons, IFPI, BBC, Billboard, eMarketer, Facebook Live, Forbes, The Verge, Statist a, Nielsen, Broker research, Grand View Resource, Morder Intelligence LiveOne’s Model Addresses Five Large Market Verticals • Over 660 million paid music subscribers g
Slide 8: 6.6B+ Audio Listens since 01/01/20 Livestreamed Music Events since 04/01/21 2,900+ Artists Streamed since
8 6.6B+ Audio Listens since 01/01/20 148 Livestreamed Music Events since 04/01/21 2,900+ Artists Streamed since 01/01/20 220+ Countries and territories by Live Music Streaming 334M+ Livestream views 2,200+ Hours of Live Music since 01/01/20 Platforms TikTok Twitter Instagram Facebook O&O Tesla STIRR
Slide 9: Growing Library of Franchises
Growing Library of Franchises 9 Highly - rated Originals Podcasts Partnerships ContentOne studio to develop and distribute new originals and tentpole events across the platform
Slide 10: Slacker Radio
LiveOne’s Slacker Radio is a membership music streaming service offering songs and access to expertly crafted stations, podcasts from PodcastOne, livestreamed video and on - demand programming, and livestreamed festivals, concerts and pay - per - view (PPV) events • Full - Year Fiscal 2024 Guidance
Slide 11: PodcastOne Overview
11 OVERVIEW PodcastOne (Nasdaq: PODC) is a leading advertiser - supported podcast company offering a 360 - degree solution for both content creators and advertisers. 200+ Advertisers 350+ 600M+ Annual Downloads Episodes Produced Weekly 5.97M+ 34.7+ (IAB) Monthly Downloads Monthly Unique Listeners •
Slide 12: Top Shows & Advertisers
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Slide 13: PPVOne Business Model
PPVOne Business Model 13 • PPVOne’s Business Model Leverages LiveOne’s existing proprietary tech stack and expertise with more than seven years of livestreaming experience and scalable product. • Direct to consumer billing relationship enhances both PPVOne and LiveOne’s flywheels for increased monet
Slide 14: Merchandise eCommerce Platform
14 ▪ Direct - to - consumer eCommerce merchandise platform ▪ Provides additional monetization opportunities for both LiveOne & PodcastOne ▪ Partners with artists and stars from the music, podcast and entertainment industry with massive social media and marketing reach to develop and distribute celeb
Slide 15: Unrivaled Capabilities Across Audio, Video, and Live Events
ᴡ ᴡ ᴡ ᴡ ᴡ ✔ ✔ ✔ ✔ ✔ ✔ ✔ ✔ ✔ Ad - supported ᴡ ᴡ ᴡ ✔ ᴡ ✔ ✔ ✔ ✔ ✔ ✔ ✔ ✔ ✔ Subscription ᴡ ᴡ ᴡ ᴡ ᴡ ᴡ ✔ ✔ ✔ ✔ ✔ ✔ ✔ ✔ Podcasts ᴡ ᴡ ᴡ ᴡ ᴡ ✔ ᴡ ᴡ ᴡ ᴡ ᴡ ᴡ ᴡ ✔ Originals ᴡ ᴡ ᴡ ✔ ✔ ✔ ᴡ ᴡ ᴡ ᴡ ᴡ ᴡ ᴡ ✔ Live video streaming ᴡ ✔ ✔ ᴡ ✔ ✔ ᴡ ᴡ ᴡ ᴡ ᴡ ᴡ ᴡ ✔ Ticketed show ᴡ ᴡ ᴡ ᴡ ᴡ ᴡ ᴡ ᴡ ᴡ ᴡ ᴡ ᴡ ᴡ ✔ Linear / OTT channels
Slide 16: Global Network of Distribution and Channel Partners
Global Network of Distribution and Channel Partners 16 Desktop Mobile OTT Over 220 countries reached by Live Music Streaming
Slide 17: Management Team
17 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 Kit Gray President PodcastOne (Nasdaq: PODC) Founded PodcastOne 10 years ago. 20+ years audio
Slide 18: Distinguished & Experienced Board of Directors
18 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 Picture Perfect Entertainment and former Chairman of Lionsgate Films Steven Bor
Slide 19: Investment Highlights
Investment Highlights Multiple membership records as total members grew to ~3.5M at 12/31/23 Tesla is Largest Customer as Nearly Every New Tesla Sold in U.S. Comes with a LiveOne Membership Paid by Tesla 19 3 5 7 2 3 . 3 % Institutional Ownership at 3 / 4 /202 4 , with Fidelity owning ~7.0 million s
Slide 20: IR@LIVEONE.COM
NASDAQ: LVO | IR@LIVEONE.COM