Smith Micro Software, Inc. · NASDAQ:SMSI

Smith Micro Software — Investor Presentation (January 2009)

46 slides from Smith Micro Software's investor presentation, Jan 9, 2009

  1. Slide 1: Mobile Innovations

    Mobile Innovations Presented by President & Chief Executive Officer | Smith Micro Software, Inc. William W. Smith, Jr.

  2. Slide 2: Forward-Looking Statements

    Forward-Looking Statements During the course of this presentation we may make forward-looking statements that involve risks and uncertainties, including without limitation statements concerning our financial prospects and projections, gross margin and income, the competitive factors affecting our bu

  3. Slide 3: We develop mobility software products for the wireless market

    We develop mobility software products for the wireless market

  4. Slide 4: Our Technology: Connectivity. Security. Multimedia. Device Management.

    Our Technology.... Connectivity. Security. Multimedia. Device Management.

  5. Slide 5: Behind the Biggest Brands

    ls Behind the Biggest Brands verizonwireless D@LL Sprint Satat clear BT@ DY Bo CoMo (Mais HUAWel

  6. Slide 6: Financial Overview: Revenue Q1 2005 - Q3 2008

    Financial Overview: Q1 2005 - Q3 2008 Revenue (Millions of Dollars) Revenue (Millions of Dollars)

  7. Slide 7: Financial Overview: Pro Forma Gross Margin

    Financial Overview: Q1 2005 - Q3 2008 Pro Forma Gross Margin (Millions of Dollars) Pro Forma Gross Margin (Millions of Dollars)

  8. Slide 8: Financial Overview: Pro Forma Operating Income

    Financial Overview: Q1 2005 - Q3 2008 Pro Forma Operating Income (Millions of Dollars) Pro Forma Operating Income (Millions of Dollars)

  9. Slide 9: Company Overview: Years of Consecutive Record Revenue Growth

    Company Overview 4 Years of Consecutive Record Revenue Growth (Millions of Dollars) (Millions of Dollars) (Millions of Dollars)

  10. Slide 10: 2008 Annual Revenue Guidance Between $95 million & $105 million

    2008 Smith Micro Provided Annual Revenue Guidance Between $95 million & $105 million Our performance places us in the middle of this range

  11. Slide 11: Smith Micro Worldwide Customers

    Smith Micro Worldwide Customers We have become a strategic partner in the development of new products for leading wireless carriers, enterprises and OEM and device manufacturers, energizing our customers' growth.

  12. Slide 12: Smith Micro Worldwide Customers

    Smith Micro Worldwide Customers

  13. Slide 13: Presence in High Growth Sectors: Cellular Wireless Modem Shipments

    Presence in High Growth Sectors Cellular Wireless Modem Shipments by Device Type Cellular Wireless Modem Shipments by Device Type Source: 2008 ABI Research

  14. Slide 14: Presence in High Growth Sectors: Global WiMAX Market Growth Forecast

    Presence in High Growth Sectors Global WiMAX Market Growth Forecast (Millions of Subscribers) Global WiMAX Market Growth Forecast (Millions of Subscribers) Source: 2008 ABI Research

  15. Slide 15: Clearwire Selects Smith Micro Connection Manager

    Clearwire Selects Smith Micro Connection Manager Deployment represents the first nationwide rollout of Smith Micro's WiMAX solution

  16. Slide 16: News Today-Livewire New Customer Announcement

    News Today-Livewire New Customer Announcement Smith Micro delivers new PC Multimedia Manager to expand Livewire music services

  17. Slide 17: Motorola Selects Smith Micro Connection Manager

    Motorola Selects Smith Micro Connection Manager WiMAX Connection Management software marketed under the Motorola brand and customized to support all Motorola devices on Motorola networks for WiMAX customers around the world

  18. Slide 18: A Complete Portfolio of Solutions, Products & Technology

    Connectivity & Security Productivity & Graphics Multimedia & Convergence A Complete Portfolio of Solutions, Products & Technology

  19. Slide 19: A Complete Portfolio of Solutions, Products & Technology

    Connectivity & Security Productivity & Graphics Multimedia & Convergence A Complete Portfolio of Solutions, Products & Technology

  20. Slide 20: Portfolio of security and network connectivity applications

    An unrivalled portfolio of security and network connectivity applications for laptop and mobile devices.

  21. Slide 21: Connectivity & Security Highlights

    Connectivity & Security Highlights We are the market leader in Connectivity software We are broadening our customer base, expanding our reach into PC manufacturing world, as evident with our recent Dell and Clearwire customer announcements Demand for Connectivity and Security products is strong with

  22. Slide 22: We Bring Value to Connection Management

    We Bring Value to Connection Management Connection manager is a platform for adding value added services A single "branded" connection manager reduces customer service expense and drives customer loyalty Standardizing on a connection manager offers the ability to leverage buying power Increased conn

  23. Slide 23: Engine of Growth

    Engine of Growth Connectivity & Security group grew from $8 million in Q3 07 to $16.6 million in Q3 an increase of 107% Connection & Security product line Pro Forma Gross Margins in Q3 08 were 95% (CHART)

  24. Slide 24: Device Solutions & Multimedia Converge to Create New Mobility Solutions

    Connectivity & Security Productivity & Graphics Multimedia & Convergence Device Solutions & Multimedia Converge to Create New Mobility Solutions

  25. Slide 25: The Future

    The Future An exploding culture of connectivity is not that far away. Every day, more and more people depend on mobile devices and applications that keep them connected. The boundary between work and personal connectivity is almost nonexistent. Our vast technology resources and product development s

  26. Slide 26: Trends Driving Mobile Convergence

    Trends Driving Mobile Convergence 2008: 41M 2013:757M Increasing Wireless Data Subscribers* 2.5G: 25 Kbps 4G: 5000 Kbps Increasing Wireless Bandwidth * Source: ABI Research, "Cellular Modems and Mobile Broadband Connectivity, 2Q 2008

  27. Slide 27: Trends Driving Mobile Convergence

    Trends Driving Mobile Convergence 2008: 41M 2013:757M Increasing Wireless Data Subscribers* 2008: Phones and PCs 2013: Home entertainment, cameras, appliances, cars Proliferation of Connected Devices 2.5G: 25 Kbps 4G: 5000 Kbps Increasing Wireless Bandwidth * Source: ABI Research, "Cellular Modems a

  28. Slide 28: The Synergy of Our Technology Portfolio

    The Synergy of Our Technology Portfolio

  29. Slide 29: Brings New Mobility Solutions to Play

    Brings New Mobility Solutions to Play

  30. Slide 30: Brings New Mobility Solutions to Play

    Brings New Mobility Solutions to Play

  31. Slide 31: Brings New Mobility Solutions to Play

    Brings New Mobility Solutions to Play

  32. Slide 32: Brings New Mobility Solutions to Play

    Brings New Mobility Solutions to Play

  33. Slide 33: Brings New Mobility Solutions to Play

    Brings New Mobility Solutions to Play

  34. Slide 34: More Connections To More Networks...To More Devices...To More Places

    More Connections To More Networks...To More Devices...To More Places

  35. Slide 35: Looking at Today's New Mobility Solutions

    Looking at Today's New Mobility Solutions Drives subscriber media purchases, network usage and customer loyalty Introduced on Sprint's Instinct multimedia mobile phone New opportunities are emerging for multimedia products combined with our device solutions and connectivity technologies that we are

  36. Slide 36: Convergence Applications for Mobile Devices

    Convergence Applications for Mobile Devices Due to increase network traffic, wireless carriers are seeking solutions to off load voice and data traffic to WiFi networks while maintaining call continuity Subscribers seek technology solutions like this to save money Brasil Telecom the largest wireless

  37. Slide 37: Mobility Solutions

    Mobility Solutions Controls customer care costs Improves the subscriber experience on the device Deliver targeted content, applications and services based on subscriber information The business is driven through our strong strategic relationships with HTC and Huawei A comprehensive client/server sof

  38. Slide 38: Productivity & Graphics: Innovative Solutions to Consumers

    Connectivity & Security Productivity & Graphics Multimedia & Convergence Productivity & Graphics Focus on Bringing Innovative Solutions to Consumers

  39. Slide 39: Productivity & Graphics

    Productivity & Graphics Smith Micro has built a vast consumer and online publishing distribution channel. Our consumer software revenue grew nearly 100% year over year

  40. Slide 40: The Smith Micro Opportunity

    The Smith Micro Opportunity

  41. Slide 41: Successful Track Record

    Successful Track Record We are either the leading provider or a strong player in all our business segments We have an unrivalled Connectivity & Security product line IP Portfolio is strong on innovation-we own 15 patents We have a growing global customer base In Q4 08 alone, we signed over a half do

  42. Slide 42: Smith Micro Performance Highlights

    Smith Micro Performance Highlights 5 years of revenue growth, cumulative total of 917%* Connectivity & Security product line has grown 100% Y-O-Y International revenues have grown to 10% of company revenue Gross Margins increased to >80% in Q3 2008 Strong Cash flow. Our first 3 quarters adjusted cas

  43. Slide 43: Growing Our Business In 2009

    Growing Our Business In 2009 We expect to grow despite the challenging economic environment We expect to see traditional seasonality in our business with Q1 & Q2 being our weakest quarters and Q3 & Q4 being our strongest quarters We expect to see growth in existing and new customer segments Carriers

  44. Slide 44: Growing Our Business In 2009

    Growing Our Business In 2009 We are entering 2009 with a strong pipeline of new customers, and new channel penetration Given the current recessionary climate, we expect modest growth from existing customers, but expect new revenue streams driven by our Q4 customer wins, as well as new 2009 customer

  45. Slide 45: 2009 Annual Revenue Guidance

    At This Time... 2009 Annual Revenue Guidance Is Projected To Be Between $110 million & $115 million We will update our guidance Quarterly given the uncertain global economic outlook for 2009

  46. Slide 46: Thank You

    Thank You www.smithmicro.com —_—a———

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