Atomos Ltd. · ASX:AMS
Atomos — Investor Presentation (February 2026)
24 slides from Atomos's investor presentation, Feb 11, 2026
Slide 1: Atomos Investor Presentation
Atomos Ltd (ASX:AMS) For personal use only Atomos Investor Presentation 11 February 2026 Authorised by the Board
Slide 2: Our Core Value Proposition Has Not Changed
Our Core Value Proposition Has Not Changed… Empower Creators Focus on the Creator Ecosystem For personal use only Empower the democratisation of content creation in the Social, User-friendly designs across a branded ecosystem that make Pro Video & Entertainment Markets, and enhance connectivity vide
Slide 3: Our Target Customer and Method of Reaching Them Has Evolved
But Our Target Customer and Method of Reaching Them Has Evolved… Target Customer Has Expanded Sales & Marketing Has Modernised Growth in sub-pro content creator market Customers shifted to online, marketplaces, social media For personal use only • Maintain lead position in pro-video market; signific
Slide 4: Atomos Is Known for World-Class Product Innovation and Design
Atomos Is Known for World-Class Product Innovation and Design… ✓ Over 100,000+ registered users For personal use only ✓ 500,000 units sold lifetime ✓ Automated production is the future 4
Slide 5: And So Has Our Product Suite
And So Has Our Product Suite... Entry Level Models Next Generation Core Expanded Ecosystem Models Coverage For personal use only 5
Slide 6: Executive Summary: Four Pillars to drive Atomos forward
Executive Summary: Four Pillars to drive Atomos forward… 1. Product Suite & Strategy (Renewed) 2. Go-to-market approach (Expanded) For personal use only • Renewed core product range (primary focus of R&D) with • Launched omni-channel sales approach; traditional wholesale channel complementary value-
Slide 7: Board & Senior Management With Complementary Skills
Board & Senior Management With Complementary Skills Tailored to Atomos’ New Strategic Direction James Joughin Peter Barber Jeromy Young Atomos For personal use only Non-Exec Chair Managing Director & CEO Non-Exec Director Board • NED Daronmont & Melbourne • Co-Founder & major • 25+ years developing
Slide 8: Product Suite & Strategy
For personal use only Product Suite & Strategy
Slide 9: Our Flagship Products Are Used All Across the Content Creator Universe
Our Flagship Products Are Used All Across the Content Creator Universe… Shinobi Range Ninja Range Shogun & Sumo Ranges For personal use only Simple, touchscreen monitors (entry pricing) Flagship monitor recorder that connects Large format monitor recorders and targeted at influencers and video enthu
Slide 10: Renewed product suite driving customer demand
Renewed product suite driving customer demand Shinobi II & GO Ninja TX & TX GO Shinobi 7 RX Shogun AV-19 For personal use only • Launch: II in Mid 2024, GO in • Launch: Jul 2025, Nov 2025 • Launch: Nov 2025 • Launch: Feb 2026 Mar 2025 • 5” Monitor Recorder • 7” Monitor only • 19” Monitor Recorder •
Slide 11: Value Add Products & Services
Value Add Products & Services Value Add Products For personal use only • Derisked range expansion via co-development partnerships – no • Cloud-based ecosystem for streamlined media workflows and single diversion of engineering team focus from core monitor range sign-on access to storage, camera-to-c
Slide 12: Product Roadmap
Product Roadmap H1’26 H2’26 Q4 FY25 Q1 FY26 Q2 FY26 Q3 FY26 Q4 FY26 Q1 FY27 Q2 FY27 Q3 FY27 Q4 FY27 For personal use only Shinobi Ninja TX On-camera Ninja TX TBA TBA TBA Go Go On-set Shinobi 7RX TBA TBA TBA Broadcast Shogun & AV TBA TBA AV-19 Post- eCinema – Production Studio Pro TBA TBA M&A Pro-Aud
Slide 13: Go-to-market approach
For personal use only approach Go-to-market
Slide 14: Sales & Marketing – Modernised Strategy
Sales & Marketing – Modernised Strategy Targeting customers where they are to build direct and stickier relationships. Existing Strengths For personal use only • Long standing relationships w/ industry retail & distributors • Trade Shows including IBC and NAB • Email List (~125K+ email subscribers)
Slide 15: Sales & Marketing – Early Results Promising
Sales & Marketing – Modernised Strategy – Early Results Promising… Targeting the customers where they are, direct & stickier relationships 24.0k D2C Website Traffic: 20.0k For personal use only 16.0k Steady growth in customers 12.0k engaging with the DTC shop (weekly product page views) 8.0k 4.0k -
Slide 16: Transformed, Refocused & Positioned for Scalable Growth
Transformed, Refocused & Positioned for Scalable Growth 2023-2024 2025 and beyond For personal use only Target Customer Professionals & Entertainment Industry Social Media Content Creator, Amateurs Segments B2B Wholesale Online D2C Sales Channels Distributors & Stores & Marketplaces Trade Shows New
Slide 17: Financials
For personal use only Financials
Slide 18: Improving sales momentum supported by stabilising margins
Improving sales momentum supported by stabilising margins Sales (A$m) Statutory Contribution Margin (A$m) $14.0m H1’26 (unaudited): $23.7m 50% For personal use only One-off period-end adjustment – relates primarily to Inventory obsolescence. Balance $13.0m Sheet fully provided for as at 30 June 2025
Slide 19: Right-sized fixed Cost Base leading to EBITDA leverage
Right-sized fixed Cost Base leading to EBITDA leverage Fixed Cost Base1, A$m (LHS) EBITDA (A$m) For personal use only $2.0m $2.0m $1.8m $1.0m - $1.6m ($1.0m) H1’26 unaudited: $1.4m $1.9m ($2.0m) $1.2m ($3.0m) $1.0m ($4.0m) $0.8m ($5.0m) $0.6m ($6.0m) $0.4m ($7.0m) $0.2m ($8.0m) $0.0m ($9.0m) 2H24 1H
Slide 20: Outlook
For personal use only Outlook
Slide 21: FY26 Outlook – Sales & Gross Margins
FY26 Outlook – Sales & Gross Margins Guidance for H2’26 sales to exceed H1’26 of $23.7m Sales (A$m) $28.0m $23.7m+ • Driven by: $24.0m For personal use only 23.7m $20.0m 1– New core products and incremental contribution from $16.0m 18.3m 18.6m expanded, value-add, product range 17.4m $12.0m 14.1m 2–
Slide 22: FY26 Outlook – Cost Base & Cashflows
FY26 Outlook – Cost Base & Cashflows Cost Base Cashflows For personal use only • Fixed cost base reduced to ~$13.2m p.a. ($1.1m per month) • Legacy payment plans & non-recurring expenses largely as of H1’ FY26 finalised • Funds repaid to Monreii Pty Ltd Facility (Monreii Facility) as part of the exe
Slide 23: Important Notice and Disclaimer
Important Notice and Disclaimer The information contained in this document (“Document”) has been prepared by Atomos Limited ACN 139 730 500 (referred to as investment or financial product advice (or any other advice) to any such person. Each such person should make their own independent “Atomos” or
Slide 24: For personal use only
For personal use only