Ateme Sa · EURONEXT:ATEME
Ateme Sa — Q3 2026 Earnings Presentation
23 slides from Ateme Sa's earnings presentation, Oct 22, 2026
Slide 1: Q3 2026 Revenue Videoconference
OCTOBER 22, 2026 Q3 2026 REVENUE VIDEOCONFERENCE
Slide 2: Disclaimer
DISCLAIMER This presentation does not constitute or form part of and should not be construed as any offer for sale of or solicitation of any offer to buy any securities of Ateme, nor should it, or any part of it, form the basis of or be relied on in connection with any contract or commitment whatsoe
Slide 3: Speakers
SPEAKERS Michel ARTIÈRES Véronique COULMANN Founder & Chief Executive Officer Chief Financial Officer Degree in Engineering from SUPELEC, PARIS, with Degree from Sup de Co (Poitiers) a specialization in signal processing MBA from Seattle University and telecommunications D.E.S.C.F - Certified Public
Slide 4: Who we are
~~ Whe we are
Slide 5: The video delivery leader
THE VIDEO DELIVERY LEADER Listed since 2014 Ateme enables content providers, service providers and streaming platforms to captivate their audiences with a superior Quality of Experience, so they can boost €95.6m in 2025 viewership engagement, acquire new customers, and unleash new monetization poten
Slide 6: Quickly evolving market: from traditional TV to streaming
QUICKLY EVOLVING MARKET: FROM TRADITIONAL TV TO STREAMING Streaming platforms SVOD, AVOD, virtual video distributor Digital Experience & E-commerce OTT streaming services to multiscreen CDN, cDVR 5G Broadcast Viewers Pay-TV services Contribution Distribution to set-top box Content provider Service P
Slide 7: Major market trends
MAJOR MARKET TRENDS Streaming has overtaken pay TV 4 IA is impacting everyone 1 Advertising has surpassed subscription revenue 3 Young people want to play & bet The battle over processing 5 infrastructure is never-ending 2 Tech giants are investing in content and sports rights They are active on soc
Slide 8: Ateme unique position with end-to-end stack
ATEME UNIQUE POSITION WITH END-TO-END STACK Broadcast OTT Contribution DVR Storage Ad Insertion Delivery Headend Headend x x x x x x x x x x x MediaKind completes merger with Harmonic’s video business x x x x x (source: Mediakind, June 2026) x Lumine Group Enters into an x x x x x Agreement to Acqui
Slide 9: Ateme Advisory Board
ATEME ADVISORY BOARD Mission: help Ateme reinvent the video consumption Anne Schelle Mike Kralec Phil Layton Stuart Baillie Weidong Mao Sebastian Audoux Sotiris Salamouris Jeff Lowe Pascal Crochemore Anna Lockwood Dave Van Hoy Will Law Andy Beach Anil Jain James Pearce Sergey Fedorov Confidential &
Slide 10: Ateme engaged in CSR
ATEME ENGAGED IN CSR “ Make the entertainment and video experience captivating, greener, and accessible to everyone ” A CSR policy led by the COO in direct contact with the Executive Committee and fully integrated into the company’s overall strategy Already achieved >>>>>>>>>>>>>>>>>>>>>>>> Commitme
Slide 11: Q3 2026 Revenue
Q3 2026 Revenue Confidential & proprietary
Slide 12: Activity
9M 2026: ACTIVITY +19% €100.0m +22% €93.5m €95.6m at constant exchange €90.6m rate & perimeter €78.8m 32.8 €74.9m €70.1m €66.3m Q3 2026: +18% +15% at constant €56.5m 24.6 exchange rate & perimeter €48.6m 20.9 €37.5m Q2 2026: +29% +34% at constant 30.4 €28.6m 23.5 exchange rate & perimeter Q1 2026: +
Slide 13: Revenue split and growth by region
REVENUE SPLIT AND GROWTH BY REGION 9M 2026 REVENUE 9M 2026 REVENUE SPLIT BY REGION GROWTH BY REGION LATAM €7.9m 11% APAC EMEA €9.7m USA/CAN +36% EMEA +16% €33.1m +18% 13% +40% 44% (at constant exchange rate) (at constant exchange rate) LATAM +11% APAC +3% +17% +4% (at constant exchange rate) (at con
Slide 14: Building lasting growth, one recurring dollar at a time
BUILDING LASTING GROWTH, ONE RECURRING DOLLAR AT A TIME +21% +10% Multi-Year 3,245 3.311 investment SaaS and Maintenance MRR, 2,999 3,135 subscription 2,954 Contracts in € thousands 2,708 2,712 2,735 2,443 2,470 Monthly Recurring Revenue (MRR) 1,960 1,500 Increased visibility with secured revenues 8
Slide 15: Recent business & market news
Recent business & market news
Slide 16: Other recent business & market news
OTHER RECENT BUSINESS & MARKET NEWS Read press release Read press release Read press release Confidential & proprietary
Slide 17: Other recent business & market news
OTHER RECENT BUSINESS & MARKET NEWS Read press release Read press release Read press release Confidential & proprietary
Slide 18: Other recent business & market news
OTHER RECENT BUSINESS & MARKET NEWS Read press release Read press release Read press release Confidential & proprietary
Slide 19: Outlook
Outlook
Slide 20: Keep growing while optimizing our productivity
R E C I P E F O R P R O F I TA B L E G R O W T H I N 2 0 2 6 & B E YO N D Keep growing while optimizing our productivity Increase investment and focus on sports Deploy AI tools/agents in R&D, presales, and streaming in US & EU support, finance, etc. with the target of sustained growth at stable head
Slide 21: On track with our objectives
ON TRACK WITH OUR OBJECTIVES 2026 2027 Management target EBITDA €15 million €22 million MRR ~€3.5 m €4 million in January 2027 21
Slide 22: Capital markets snapshot
CAPITAL MARKETS SNAPSHOT Shareholder structure Stock price (€) 1 year period +10-year period Number of shares : 11,734,619 Potential dilution : 7.1% as of 7 September 2026 Concert Artières 10,5% Mont Blanc Alpen Stock 5,8% Float Proloc 62,9% 5,7% Positano 5,4% Otus Capital 4,9% Market data Financial
Slide 23: Thank you
AT=Mz THANK YOU Captivate your audience