Smith Micro Software, Inc. · NASDAQ:SMSI
Smith Micro Software — Investor Presentation (May 2019)
22 slides from Smith Micro Software's investor presentation, May 2019
Slide 1: Investor Overview
SMITHMICRO SOFTWARE INVESTOR OVERVIEW May 2019
Slide 2: Forward-Looking Statements
FORWARD-LOOKING STATEMENTS This presentation includes, and any related discussion may include, forward-looking statements regarding future events or results. All statements other than statements of historical fact may be forward-looking statements, including but not limited to statements regarding t
Slide 3: Our Customers, Technology, Leadership and Problems Solved
OUR 35 Years TECHNOLOGY CUSTOMERS NASDAQ: SMSI LEADERSHIP HQs: Pittsburgh, PA Global Service Providers & OEMs Global Operations 60M Smith Micro device agents or apps 150+ Staff deployed worldwide Worldwide hosting centers PROBLEMS SOLVED Family Location & Parental Controls Consumer IoT Mgmt & Moneti
Slide 4: Smith Micro's Mission
SMITH MICRO’S MISSION Enriching Connected Lifestyles OPTIMIZE MANAGE ENGAGE MONETIZE
Slide 5: Product Lineup
Wi PRODUCT LINEUP SuuruiMico ViewSpot’ OSafePath @CommSuite
Slide 6: Family IoT Home
FAMILY IOT HOME Location and Parental Controls Bringing people and their In home parental controls, and made easy for the whole family connected devices together under home network security a single common experience
Slide 7: Family Digital Lifestyle
FAMILY DIGITAL LIFESTYLE We provide an easy-to-use software solutions with powerful functionality. Carriers increase Additional brand value with relevancy and support ARPU for Consumer simultaneously. IoT devices. Provide real- time family location services and parental controls in one, easy-to-use
Slide 8: Those Who May Wander Won't Be Lost with SafePath Family
THOSE WHO MAY WANDER WON'T BE LOST WITH SAFEPATH® FAMILY Location and parental controls made easy.
Slide 9: SafePath IoT: A Platform for All Things Connected
SAFEPATH IoT: A PLATFORM FOR ALL THINGS CONNECTED • Family is more than just people – it’s also every connected device that is a part of the everyday family digital lifestyle Children Adults Pets Home Vehicles
Slide 10: SafePath Home: Connect and Protect Digital Experiences
SAFEPATH HOME: CONNECT AND PROTECT DIGITAL EXPERIENCES • Provides a software solutions that offers simple and powerful integration with carrier provided home routers • Parental Control enables parents to monitor family device usage inside and outside of the home. • Network Protection protects your W
Slide 11: The Next Generation of Visual Messaging
The Next Generation of Visual Messaging
Slide 12: 18M Devices in the Field
18M Devices in the Field 150+ Device Models 1B Messages Per Quarter Amazon Alexa Integration Branded UI Experience Proven Revenue Generator © 2018 Smith Micro Software, Inc. Confidential. Any unauthorized disclosure or distribution is strictly prohibited. All rights reserved.
Slide 13: CommSuite Harmonizes with the New Connected Lifestyle
COMMSUITE HARMONIZES WITH THE NEW CONNECTED LIFESTYLE OF TODAY'S CONSUMER We know what the next generation of users want and expect from voice message services. Deliver voice- Create Remove to-text to additional anxiety and empower users revenue with uncertainty of and provide targeted ads or unplan
Slide 14: Enhance the Messaging Experience with CommSuite Voice
Ask Alexa or Google to play Enhance the messaging Support users who prefer SMS messages with Voice Assistant. experience with and MMS messages using Get the calls you want and CommSuite Voice. any device. filter the Spam calls you don’t.
Slide 15: Smart Retail Visual Messaging Platform
Smart Retail Visual Messaging Platform
Slide 16: Mobile Marketing That Blends Real Life Experiences with the Virtual World
MOBILE MARKETING THAT BLENDS REAL LIFE EXPERIENCES WITH THE VIRTUAL WORLD ViewSpot is an extension of a carrier/retailer’s sales team that interacts and engages with customers and collects valuable data Engage Find what Deliver customers works with dynamic with current meaningful content promotions
Slide 17: Financial Trends
FINANCIAL TRENDS ($ in thousands, except earnings per share)
Slide 18: MB Revenue Trends
MB REVENUE TRENDS SurriiMicro REVENUE ™ Wireless m@ Graphics $8,432 $7,352 $6,945 $6,525 $5,463 $6,506 ai-18 aQ2-18 qQ3-18 Q4-18 qi-19 ‘hibited. Al i © 2019Smith Micro Software, In idential. Any unauthorize re or distribution is strictly hts reserved.
Slide 19: Note: The total quarterly expense excludes restructuring expense / (credit) of $0, $52, $83,
Note: The total quarterly expense excludes restructuring expense / (credit) of $0, $52, $83, $38 and $104 for Q1-18, Q2-18, Q3-18, Q4-18, and Q1-19 respectively.
Slide 20: Ending Q1-19 Cash Balance of $7.4 million
•• Ending Q1-19 Cash Balance of $7.4 million • Balance Sheet and Equity improvement during 2018 • Increased Financial Stability
Slide 21: Why Is This the Time to Invest?
WHY IS THIS THE TIME TO INVEST? • SafePath subscribers continues to ramp and is accelerating • Company returned to growth, profitability, and positive cash flow in 2018 • Significantly strengthen balance sheet – paid down debt obligations • Closed smart retail product acquisition (ViewSpot) – brings
Slide 22: Smith Micro Software, Inc.
SMITH MICRO SOFTWARE, INC. 35 Years of Mobile Software Expertise Trusted by carriers, manufacturers and enterprises worldwide ALISO VIEJO - USA BELGRADE - SERBIA BRAGA - PORTUGAL PITTSBURGH - USA STOCKHOLM - SWEDEN 51 Columbia Španskih boraca 3 Rua do Parque Poente, 39 5800 Corporate Drive Hälsingeg
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