Zedge, Inc. · AMEX:ZDGE
Zedge — Investor Presentation (April 2021)
13 slides from Zedge's investor presentation, Apr 15, 2021
Slide 1: Investor Presentation April 15, 2021
Investor Presentation Ap r il 15, 2 0 21
Slide 2: Safe Harbor Statement
SAFE HARBOR S T A TEMENT 2 This presentation contains statements that are, or may be considered to be, forward - looking statements. All statements that are not historical facts are forward - looking statements and such forward - looking statements are statements made pursuant to the Safe Harbor Pro
Slide 3: About Zedge
W ith m o r e than 4 82 million o r ganic installs an d 3 5 million monthly active users, “Zedge Wallpapers and Ringtones” is all about personal identity . We’re the hub for sel f - e xp r ession used b y millions f or m obile ph on e personalization, social content and fandom art. Our app enables c
Slide 4: Investment Highlights
I N V E S TMEN T HIGHLIGHTS 4 Multiple Growth Opportunities i n Fl a gshi p + Optionali t y Disciplined Financial Management & Execution Large Customer Bas e + A t t r a c ti v e Demographics
Slide 5: ~35,000,000 customers use the Zedge app monthly
5 ~35,000,000 cus t om er s use th e Z edge ap p , m onthl y , t o pe r sonali z e th eir ph on e By Gender 5 6 % 4 4 % female male By Age 13 - 17 18 - 2 4 25 - 34 35 - 44 4 5 - 54 5 5+ N / A By Continent Source: Google Analytics, Facebook, and comScore No r th Am e r ica 2 4 % Rest of W o r ld 25%
Slide 6: Driving User Growth: Powerful and flexible platform
Wallpapers V ideo W all p ape r s Ringtones Notifications Alarms I c ons & W idgets ??? DRIVING USER G ROWTH Powerful and flexible platform 6 S e a r c h & Dis c ov e r y Anal y tics / BI Premium Ma r k etpla c e Ma r k eting T ools Self Publishing Toos CMS A d Monetization / Subscriptions APIs Zedg
Slide 7: Zedge Premium Marketplace
ZEDGE PREMIUM MARKET P L A CE A Publishing & Revenue Generating Platform Made For Artists Ma r k etpl a c e • • • • Hub for personalization, social, and fandom art Id e al f or establish ed an d up an d c omin g a r tists, ali k e E a s y t o use self se r v e plat f o r m T o k en - b ased e c on o
Slide 8: Extending into Entertainment
- E X TENDING IN T O ENTERTAINMENT 8 Cliffhan ger chap t er en din gs m e ant t o p r ompt fu r th er user enga gem ent Highly enga gin g, tap on sc r een t o r e a d or lis t en t o th e story Ima ge r y an d s t o r y summa r ies that p r o v o k e th e imagination Serialized, Short - Form Fiction
Slide 9: Financial Overview
9 +88% YoY Average Revenue per Monthly Active User ( F or qua r t er en ded Jan 31 2 0 21) +150% YoY Subscription Revenue ( F or qua r t er en ded Jan 31 2 0 21) $13.6M Cash & Cash Equivalents (a / o Jan 31 2 0 21) $5.6M NOLS (a / o July 31 2 0 2 0) * Please refer to the Reconciliation of Non - GAAP
Slide 10: Fiscal 2021 Goals
FIS C AL 2021 GOALS 75 - 80% On goin g P r o fi tabili t y C ontinued P ositi v e Cash fl ow 10 P r odu c t Di v ersi fi cation M A U G r o w th Subsc r iption G r o w th YoY Revenue Growth
Slide 11: Governance and Investor Profile
G O V ERNANC E AND INVESTOR PROFILE Renowned Board Members With Pedigree In Mobile, Entertainment + Value Creation Michael Jonas 1 4 . 1 % Howard Jonas 1 . 2 % Mgmt & Employees 4 . 2 % Board of Directors 2 . 4 % 21.9% O t h er 56% Institutional 22% Inside r s 22% Mi c h a el Jonas Executive Chai r m
Slide 12: Thank you! Key Takeaways
Thank you! Jonathan Rei c h, Chief E x ecuti v e Of fi c er jonathan.reich@zedge.net + 1 3 30 5 77 3 4 2 4 B r ian Siegel Mana gin g Di r ec t o r , H a y den IR brian@haydenir.com + 1 346 396 8696 KEY T AKE A W A Y S Mu l tiple Growth Drivers Discipli n ed Financial Management Large + Loyal Custome
Slide 13: EBITDA Reconciliation
EBIT D A is de fi n ed as e a r nin gs (loss) be f o r e in t e r es t , taxes, depreciation and amortization. EBITDA r ep r esents a m easu r e that w e beli e v e is cus t oma r ily used b y i n v es t o r s an d anal y sts t o e v alua t e th e financial performance of companies in addition to th