The Glimpse Group, Inc. · NASDAQ:GGRP

The Glimpse — Investor Presentation (February 2022)

41 slides from The Glimpse's investor presentation, February 2022

Slide 1: Corporate Presentation
Corporate Presentation February 2022 Seeing is Believing
Slide 2: Safe Harbor Disclaimer
Safe Harbor Disclaimer This presentation and other written or oral statements made from time to time by representatives of The Glimpse Group, Inc. contain “forward-looking statements” within the meaning of Section 27A of the Securities Act of 1933, as amended, and Section 21E of the Securities Excha
Slide 3: Overview
Overview The Glimpse Group is a Virtual & Augmented Reality Platform Company, Comprised of Multiple Enterprise Focused VR/AR Software & Services Companies Experienced Management and dynamic IPO July 1, 2021; Nasdaq VRAR ecosystem of VR/AR professionals with deep Fully own and operate 12 VR/AR subsid
Slide 4: Investment Thesis
Investment Thesis Diversiﬁed Exposure to an Emerging Tech Sector Dynamic VR / AR Multiple Exit & Growth Industry Monetization Venues will Fundamentally Transform how Businesses Deep Domain Capitalize on Expertise & Interact Signiﬁcant First Mover IP Portfolio Advantages and Scale Only pure play, Nas
Slide 5: VR / AR is Expected to Grow Rapidly...
VR / AR is Expected to Grow Rapidly... Global VR/AR Revenue Projection The VR/AR Industry is Projected to grow to over $35B by 2023 Virtual Reality (VR) $/Billions s t ry User enters and interacts with a fully I n du c t ed 23 j e 2 1 - immersive digital reality, away from P ro 2 0 their immediate p
Slide 6: …as Key Inflection Points Have Been Reached... ...Key Industry Players Enter
…as Key Inﬂection Points Have Been Reached... Computation Content Creation Hardware Costs 5G Network Deployments Motion Tracking Display Technologies Power (GPU) Increasing Adoption ...Key Industry Players Enter Note: These entities have generally focused on VR/AR hardware development and to some de
Slide 7: Glimpse has Established a Diverse Base of Top Tier Customers
…Glimpse has Established a Diverse Base of Top Tier Customers and Relationships, Across Multiple Industries Medical Tech Architecture & International Global Global Gov/Defense Advertising & Institutions Companies Construction Food Company Pharmaceuticals Brands Education & Media agencies Industrial
Slide 9: Glimpse's Vision & Competitive Advantages
Glimpse’s Vision & Competitive Advantages Glimpse is striving to become THE premier VR & AR software and services company Glimpse is the ﬁrst Nasdaq-listed pure Glimpse is already a signiﬁcant play, diversiﬁed VR & AR software and player in the VR & AR software services company and services industry
Slide 10: Glimpse Platform Strategy
Glimpse Platform Strategy Ecosystem 3 Core Tenets Diversiﬁcation Form the Foundation of Glimpse’s Strategy Economies of Scale 10 © 2022 The Glimpse Group
Slide 11: Innovative Platform Model
Innovative Platform Model Strong Alignment of Interests Propel Value Creation Glimpse’s Strategy is Designed to Glimpse Subsidiary Create Joint Synergies and Economies of Scale Owns Each Subsidiary Ownership in Parent Company Minimize Redundancies / Optimize Costs Robust VR / AR Ecosystem Collaborat
Slide 12: Glimpse Organizational Structure
Glimpse Organizational Structure CEO Lyron Bentovim CRO CCO CFO/COO Jeff Meisner DJ Smith Maydan Rothblum Brands, Therapy & Support Corporate & Corporate & Universities Financial Services Healthcare & Agencies & Retail Universities Corporate training Nurses Training Social VR experiences Data visual
Slide 13: Glimpse Acquires Sector 5 Digital
Glimpse Acquires Sector 5 Digital is an award-winning, enterprise focused, immersive technology company that helps transform brands by creating innovative digital content for marketing, communications, sales, entertainment, virtual events, training and simulation. Financials Synergies Terms ● S5D ge
Slide 15: Expanding IP and Technology Platform
Expanding IP and Technology Platform Virtual & Augmented Reality IP and Innovation Across Industries and Companies Glimpse’s Ecosystem provides a Substantial IP concepts can be Over time, we expect to ﬁle key competitive advantage in IP captured in VR/AR, creating several patent applications for dev
Slide 17: Public Company Value Proposition
Public Company Value Proposition Glimpse is the ﬁrst Nasdaq-listed pure play, diversiﬁed VR/AR software & services company Leverage public currency for accretive acquisitions Potential for subsidiary company spinoffs Diversiﬁed structure is a driver of substantive news which could help create and su
Slide 19: Financial Overview
Financial Overview The Glimpse Group Strong Cash Position Revenue Growth NASDAQ: VRAR $21MM Cash (including $2MM in escrow) $2.71MM 1H FY ’22 vs. $1.5MM 1H FY’21, a Share Price1 $10.05 78% Increase Year-over-Year, $4.7MM with 2 S5D acq Shares Outstanding 12.5M $10MM annual run rate post S5D acq Mark
Slide 20: Executive Team
Executive Team Lyron Bentovim DJ Smith Maydan Rothblum Jeff Meisner President & CEO Chief Creative Ofﬁcer (CCO) CFO & COO CRO 25 years of executive leadership experience VR/AR expert 20 years of ﬁnance/ops leadership experience 20+ years of executive leadership experience Led numerous tech start-ups
Slide 21: Independent Board Members
Independent Board Members Sharon Rowlands Jeff Enslin Lemuel Amen Independent Board Member Independent Board Member Independent Board Member 20+ years of executive leadership 20+ years as senior executive and 25+ years as senior operating and experience as CEO & Director of portfolio manager at glob
Slide 22: Key Takeaways
Key Takeaways Glimpse Group VR/AR Platform Company SW & Services Enterprise Focus Leading-Edge Emerging Growth Own and operate 12 subsidiary Robust Ecosystem Highly Diversiﬁed Innovation Industry companies, growing organically and via acquisition Substantial VR/AR IP portfolio VR/AR has signiﬁcant L
Slide 23: Thank You!
Thank You! General Inquiries Lyron Bentovim President & CEO Mobile: 510-367-2212 Lyron@TheGlimpseGroup.com Maydan Rothblum CFO & COO Mobile: 917-292-2685 Maydan@TheGlimpseGroup.com Investor Inquiries Mark Schwalenberg Director MZ Group - North America Phone: 312-261-6430 Mark.Schwalenberg@mzgroup.us
Slide 25: Executive Biographies
Executive Biographies Lyron Bentovim I President & CEO I Chairman of the Board Mr. Bentovim has over 25 years of experience in executive management, technology investing and entrepreneurship. Prior to co-founding the Glimpse Group in 2016, between 2008-2016, Mr. Bentovim served as CFO and COO for se
Slide 26: Independent Board of Directors
Independent Board of Directors Sharon Rowlands I Independent Board Member Ms. Sharon Rowlands has over 20 years of experience leading multi-billion-dollar companies serving small and medium-sized businesses, ﬁnancial markets and enterprise customers. Since January 2019, she has been the CEO of Web.c
Slide 27: Revenue Generating Subsidiary Companies (I)
Revenue Generating Subsidiary Companies (I) Adept provides VR/AR Corporate Training and eLearning experiences for Enterprises and Universities Learning-by-doing perspective compresses time to competence for employees and students SaaS platform manages deployment of experiences, user controls and ana
Slide 28: Revenue Generating Subsidiary Companies (II)
Revenue Generating Subsidiary Companies (II) Pagoni VR understands the challenges and opportunities in 360/180 degree immersive video workﬂow and distribution Facilitate immersive video solutions in the Media, Security, Education industries Current tools include Chimera (real-time and VOD, multi par
Slide 29: Snapchat AR Filters
Trusted as an ofﬁcial Snapchat partner, QReal's Snapchat AR Filters lifelike AR content brings any brand to life Increased social media engagement results in higher reshares, in-app purchases, brand awareness, and brand recognition Video: https://vimeo.com/555498845/d490bcb7ca 29 © 2022 The Glimpse
Slide 30: Warehouse Inventory Accounting
AdeptXR created a VR simulation that brings a virtual Warehouse warehouse to students containing interactive boxes needing to be accounted for Inventory Accounting Students are given a set of 12 randomly placed boxes they need to locate and record the condition of This VR simulation compliments NSU’
Slide 31: VR For Financial Research
D6 VR’s 18-screen virtual display space allows users VR For Financial to absorb research in a faster, more effective and easily remembered manner Research With D6 multi-dimensional charting, users can immediately explore and interact with a coverage space Analysts can connect with clients ‘face-to-f
Slide 32: Continuum XR (BU)
Boston University was looking to ﬁnd innovative ways Continuum XR to train new social workers on how to conduct difﬁcult conversations (BU) ContinuumXR simulated various situations and responses that are common to social work in a hospital The platform connects to a custom analytics panel, allowing
Slide 33: Chimera Entertainment
Chimera Entertainment combines a virtual environment Chimera with the ability to stream multiple live broadcasts Entertainment Chimera Entertainment allows entertainers to stream their shows live using an off-the-shelf camera to multiple VR headsets worn by audience members As the way audiences cons
Slide 34: VR Enterprise Training
Adept XR worked with Takeda, a leading VR Enterprise pharmaceutical company, to create a virtual reality training experience outlining the Chromaﬂow Training process, a series of steps that result in a batch of pharmaceutical product The project included 3D modeling an entire Chromaﬂow room and all
Slide 35: AR Social Media For Bolle
QReal launched a novel “Try-out” AR marketing AR Social Media Campaign for Bolle’s Chronoshield Goggles For Bolle The Instagram lens allowed users to “Try-on” the goggles to see how they look when wearing them. Then, by switching to the “world view”, it allowed users to “Try-out” the goggles and see
Slide 36: Event Activation Colgate CES
Colgate-Palmolive wanted to stand out from Event Activation competitive booths at CES Colgate CES Mezmos collaborated with Colgate to create an AR experience that super-imposed a digital set of teeth over a sculpture so the user could learn more about how Colgate Total helps improve oral health The
Slide 37: AR Poster For Allergan
PostReality and Allergan worked together to create an AR Poster AR promotion of their new liver medicine For Allergan The activation featured hyper-realistic, 3D renders of livers in various degrees of liver disease The application was shared at numerous events and Allergan continues to collaborate
Slide 38: Support Groups For XR Health
Foretell has partnered with XR Health to host Support Groups support groups in virtual reality For XR Health Foretell Reality’s platform allows users to participate in support groups anonymously as well as remotely Administrators can schedule sessions and create breakout sessions if further privacy
Slide 39: AR Visualization for AEC
Auggd visualizes design intent to all stakeholders throughout the construction project lifecycle, reducing the costs associated with AR Visualization rework for AEC ADCO Construction Pty Ltd, a top 100 private Australian company with approximately $1B in revenues, used the Auggd platform to bring pr
Slide 40: XR Training
XR Terra’s Unity-authorized training and career services prepare graduates with real-world experience in their XR Training desired ﬁeld. XR Terra’s industry-driven training program created by XR experts, enterprise partners, and academic institutions allows users to graduate with market-competitive
Slide 41: Galderma Interactive Anatomy VR
Galderma partnered with Sector 5 Digital to create an Galderma Interactive immersive motion-based VR experience to take their anatomy training to the next level in order to teach doctors Anatomy VR and injectors who are non-physicians how to inject safely and effectively for optimal patient results.

The Glimpse Group — Investor Presentation (February 2022) on 6ix

The Glimpse — Investor Presentation (February 2022)

Slide 1: Corporate Presentation

Slide 2: Safe Harbor Disclaimer

Slide 3: Overview

Slide 4: Investment Thesis

Slide 5: VR / AR is Expected to Grow Rapidly...

Slide 6: …as Key Inflection Points Have Been Reached... ...Key Industry Players Enter

Slide 7: Glimpse has Established a Diverse Base of Top Tier Customers

Slide 8: The Metaverse Tech Cycle

Slide 9: Glimpse's Vision & Competitive Advantages

Slide 10: Glimpse Platform Strategy

Slide 11: Innovative Platform Model

Slide 12: Glimpse Organizational Structure

Slide 13: Glimpse Acquires Sector 5 Digital

Slide 14: XR Utilization

Slide 15: Expanding IP and Technology Platform

Slide 16: Recognition From Diverse Media Outlets

Slide 17: Public Company Value Proposition

Slide 18: Financials

Slide 19: Financial Overview

Slide 20: Executive Team

Slide 21: Independent Board Members

Slide 22: Key Takeaways

Slide 23: Thank You!

Slide 24: Appendix

Slide 25: Executive Biographies

Slide 26: Independent Board of Directors

Slide 27: Revenue Generating Subsidiary Companies (I)

Slide 28: Revenue Generating Subsidiary Companies (II)

Slide 29: Snapchat AR Filters

Slide 30: Warehouse Inventory Accounting

Slide 31: VR For Financial Research

Slide 32: Continuum XR (BU)

Slide 33: Chimera Entertainment

Slide 34: VR Enterprise Training

Slide 35: AR Social Media For Bolle

Slide 36: Event Activation Colgate CES

Slide 37: AR Poster For Allergan

Slide 38: Support Groups For XR Health

Slide 39: AR Visualization for AEC

Slide 40: XR Training

Slide 41: Galderma Interactive Anatomy VR