Liveone, Inc. · NASDAQ:LVO
Liveone — LiveXLive Media — Investor Presentation (November 2018)
30 slides from Liveone's investor presentation, Nov 14, 2018
Slide 1: The Global Live Music Lifestyle Media Brand for All Screens
NASDAQ: LIVX THE GLOBAL LIVE MUSIC LIFESTYLE MEDIA BRAND FOR ALL SCREENS
Slide 2: Disclaimer
The information in this presentation is provided to you by LiveXLive Media, Inc. (the “Company”) solely for informational pur pos es 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 inves tme nt acti
Slide 3: World's Leading Premium Streaming Platform Devoted to Live Music
LIVEXLIVE IS THE WORLD’S LEADING PREMIUM STREAMING PLATFORM DEVOTED TO LIVE MUSIC, INTERNET RADIO AND MUSIC - RELATED VIDEO CONTENT 3
Slide 4: World Class Management Team
Doug Schaer – Chief Operating Officer Experienced business strategist specializing in franchise asset development in entertainment and sports OPERATING TEAM WITH DEEP INDUSTRY EXPERIENCE AND RELATIONSHIPS Matt Baxter – Head of Content Extensive experience in Original Programming, including video pro
Slide 5: Distinguished and Experienced Board of Directors
5 DISTINGUISHED AND EXPERIENCED BOARD OF DIRECTORS Jerry Gold – Chief Strategy Officer and Director Former Executive Vice President and CFO of Warner Music Group with prior experience at Ernst & Young Former President of Clear Channel Media and Interpublic Group Tim Spengler – Independent Director C
Slide 6: Sizzle Reel
6 Click the above image to view the video SIZZLE REEL
Slide 7: Festival Growth to Revenue Growth – Live Nation Case Study
FESTIVAL GROWTH TO REVENUE GROWTH – LIVE NATION CASE STUDY 7 Source: Live Nation, Sentieo, Thomson Reuters Sample Live Nation Festival Footprint: 4k 5k 6k 8k 9k 7k 0 10 20 40 50 30 2017 2012 2011 2013 2014 2015 2016 Q1/2010 Q3/2010 Q1/2011 Q3/2011 Q1/2012 Q3/2012 Q1/2013 Q3/2013 Q1/2014 Q3/2014 Q1/2
Slide 8: Key Macro Drivers
«, Key Macro Drivers 4
Slide 9: Significant Unmet Demand for New Ways to Experience Live Music
SIGNIFICANT UNMET DEMAND FOR NEW WAYS TO EXPERIENCE LIVE MUSIC 9 GROWTH OF MOBILE DESIRE FOR PREMIUM CONTENT LOVE OF LIVE MUSIC ACCEPTANCE OF LIVE STREAMING OVER 2.5 BILLION SMARTPHONE USERS GLOBALLY IN 2018 32M PEOPLE ATTEND AT LEAST ONE MUSIC FESTIVAL IN THE U.S. ANNUALLY 51% OF U.S. ATTENDED A LI
Slide 10: Premium Services and Advertising Dollars Going Through a Fundamental Shift
PREMIUM SERVICES AND ADVERTISING DOLLARS ARE GOING THROUGH A FUNDAMENTAL SHIFT NOT A WINNER TAKE ALL MARKET – THERE WILL BE MULTIPLE WINNERS IN THE MEDIA STREAMING ECOSYSTEM PAY FOR PREMIUM SERVICES 1 SUBSCRIBE TO MULTIPLE SERVICES 2 Digital music revenue by source Used Multiple Music Apps for Strea
Slide 11: Positioned at the Center of Three Exploding Sectors
2016 2020 POSITIONED AT THE CENTER OF THREE EXPLODING SECTORS 11 Source: IBISWorld, PWC U.S. LIVE MUSIC GLOBAL DIGITAL MUSIC STREAMING GLOBAL OTT/STREAMING $ 28.0B $29.5B $30.3 b $19.6 b 2020 2016 $11.1B $5.4B 2020 2016
Slide 12: Key LiveXLive KPI Tracking
Fiscal Year Goal: 27+ festivals , 500+ hours of content KEY LIVEXLIVE KPI TRACKING YTD Note: LIVX’s fiscal year ends March 31 st | YTD progress denotes 3/31/2018 – 11/15/ 2018 Festival Livestreams 40M+ Live Streams (YTD) 16 Music Festivals ( YTD ) 350+ Artists Streamed ( YTD) Reach & Platforms 125+
Slide 13: LiveXLive Content
LIVX CONTENT LiveXLive Content
Slide 14: Content: 2018 Festival Lineup
CONTENT: 2018 FESTIVAL LINEUP 14 OVER 2,000 MUSIC FESTIVALS WORLDWIDE PRESENTS SIGNIFICANT OPPORT UNITY 27 FESTIVAL FOOTPRINT X 8 HOURS OF CONTENT PER DAY X 3 DAYS PER FESTIVAL = SEVERAL HUNDRED HOURS OF LIVE AAA CONTENT, MAKING LIVEXLIVE MEDIA THE LARGEST LIVE MUSIC STREAMING COMPANY 1 SUMMER OF MU
Slide 15: 2018 Potential Streaming Lineup
2018 POTENTIAL STREAMING LINEUP – 2x YoY Social Reach 15 TOTAL SOCIAL FOLLOWING INCREASED TO 2.2 BILLION FROM 1.1 BILLION DEMI LOVATO | BRUNO MARS | LIL WAYNE | DAVID GUETTA | KE$HA | BIG SEAN | TIËSTO | KENDRICK LAMAR | CARDI B | HARDWELL | AVENGED SEVENFOLD | MUSE | RICK ROSS | LORDE | ZEDD | J. C
Slide 16: Distribution: A Global Streaming Service
DISTRIBUTION: A GLOBAL STREAMING SERVICE 16 LIVEXLIVE STREAMS IN OVER 125 COUNTRIES WORLDWIDE Streams LiveXLive content
Slide 17: Content: Insomniac
CONTENT: INSOMNIAC 17 The global thought leader in Dance Music, inclusive of EDM 400+ festivals, concerts and club nights during 25 year history 4+ million event attendees across US, China, Brazil, Mexico, Japan and UK EDC Las Vegas is the largest multi - day festival in North America with m
Slide 18: Summer of Music Festivals Content Summary
1 SUMMER OF MUSIC FESTIVALS Bringing music fans over 80 days of the best in live –all summer long! CONTENT SUMMARY Recent Festivals Streamed by LiveXLive CONTENT: 3 FESTIVALS STREAMED SIMULTANEOUSLY 18 DISTRIBUTION PARTNERS VIEWS OVERVIEW – MAY 18 - 20, 2018 STREAMED 3 MAJOR MUSIC FESTIVALS 3 DAYS O
Slide 19: Our Secret Sauce & Distribution Platform
OUR SECRET SAUCE & DISTRIBUTION PLATFORM 19 Our Production & Distribution Platform
Slide 20: Platform: Audio and Video Streaming Music Services Come Together
PLATFORM: AUDIO AND VIDEO STREAMING MUSIC SERVICES COME TOGETHER 20 SERVICES COMBINE RECORDED MUSIC, LIVE MUSIC, AUDIO AND VIDEO INCLUDING THE U.S, MUSIC LIBRARIES OF: CAR DISTRIBUTION TO 85 DIFFERENT AUTOMOBILES, INCLUDING TESLAS 300+ CURATED, INTERACTIVE MUSIC STATIONS WITH FULLY INTERACTIVE MUSIC
Slide 21: Marketing and Distribution: Overview
MARKETING AND DISTRIBUTION: OVERVIEW LAUNCHED LIVEXLIVE APPS 2018 DEVICES / VEHICLES / OPERATING SYSTEMS SUPPORTED CARRIER 21
Slide 22: Marketing: Engagement Driven by Influencers and Performing Artists
MARKETING: ENGAGEMENT DRIVEN BY INFLUENCERS AND PERFORMING ARTISTS 22 JOHANNES BARTL KING BACH JUSTIN ROBERTS JAKE PAUL AMANDA CERNY ALICIA KEYS RIHANNA MAROON 5 METALLICA RED HOT CHILI PEPPERS INFLUENCERS ARTISTS DEMI LOVATO AT ROCK IN RIO, STREAMED BY LXL LXL INFLUENCER, JAKE PAUL, EARNING OVER 1M
Slide 23: LiveZone: The SportsCenter of Live Music
LIVEZONE: THE SPORTSCENTER OF LIVE MUSIC 23 Only platform for music fans to watch, listen, experience, discuss, deliberate and enjoy live music and entertainment on a daily basis • On Location / Live Reports / Music Updates • Variety of Rich Content and Entertainment News Programs • Live Chat for Hi
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Slide 25: Monetization and Services
MONETIZATION AND SERVICES 25 ADVERTISERS INTEGRATED MARKETING DATA DISTRIBUTION REVENUE SUBSCRIPTIONS IN CHANNEL PURCHASES TRANSACTIONS
Slide 26: Select Financials
FY 2017 FY 2018 Q1'19 A Q2'19 A FY 2019 FC Revenue Adj Op Income (Loss) SELECT FINANCIALS * Adj . Operating income (loss ) – see definition on next slide 26 $7.1M $ 7.6M $ 8.0M $37.5M - $45.0M $ 0.2M $(6.1M) ($ 4.6M) ($ 3.6M) ($10.0M) – ($12.0M) ($ 3.1M) • Full year March 31, 2019 guidance - Revenue
Slide 27: Select Financials (Six Months Ended September 30, 2018)
SELECT FINANCIALS (USD $ in Millions) Six Months Ended September 30 th , 2018 Revenue $15.6 Adjusted Operating Income (Loss) 1 ( $8.2) (USD $ in Millions) As of September 30 , 2018 Cash & Cash Equivalents $ 14.1 Total Debt 2 $ 14.0 Total Stockholder’s Equity $24.5 Shares Outstanding 3 51,969,385 Ful
Slide 28: Key Takeaways
World class management team with deep experience in media brand building and music More live streamed festivals, concerts, and special events: 2018 lineup increased to 27 festivals and over 50 events globally 300+ streaming radio channels integrated with LiveXLive via Slacker acquisition:
Slide 29: Stock Price, Market Cap and News Releases
CETX 29 C E T X Stock Price (11/12/ 18): $4.22 Market Cap (11/12/ 18): $219M Average Daily Volume: 51,706 Shares Outstanding: 52.0M Fiscal Year End: March 31 Top Institutional Shareholders: Fidelity Rho Capital Partners Sandor Advisors Primary Investments Robert Ellin (CEO) News Releases September 2
Slide 30: Investor Relations Contact
30 INVESTOR RELATIONS CONTACT: BLUESHIRT GROUP IR@LIVEXLIVE.COM
LiveXLive Media — Investor Presentation (November 2018) on 6ix