Straker Ltd · ASX:STG
Straker — Coffee Microcaps Conference Sydney 2024
23 slides from Straker's conference presentation, Mar 14, 2024
Slide 1: Revised Outlook Statement for FY24 and CEO Conference Presentation
ASX ANNOUNCEMENT Revised Outlook Statement for FY24 and CEO Conference Presentation AUCKLAND, 14 March 2024 – Straker Limited (ASX: STG, Straker or Company) has updated its FY24 guidance for revenue, with the revised guidance as follows: • Revenue is now expected to decline by double digit percentag
Slide 2: Straker - Coffee Microcaps Sydney
TIMELINE STRAKER ASX.STG Coffee Microcaps Sydney 14 March 2024 1
Slide 3: Global Tech Leader in AI & Automation
Global Tech Leader in AI & Automation • Straker is a leading provider of AI-powered technology solutions. • We operate globally, specializing in AI/Machine Learning, automation, and localization. • Our innovative solutions leverage a human-in-the-loop approach with AI co-pilot assistance. • We targe
Slide 4: During an industry downturn
"During an industry downturn, you can either be a follower and react to the changing landscape, or you can be a leader and shape it." - Reed Hastings, co-founder and CEO of Netflix. “While most of our Industry think customers still want video tapes(or are only setup for video tapes), we are focused
Slide 5: Straker at a glance
Straker at a glance All figures NZD unless otherwise stated *Dec-23 published figure NZ tech company - listed 2018 Unique AI technology base ~$50m Revenue FY24 (f) Global partnerships with IBM/Salesforce $29m market cap 200 staff across 10 countries $13m* in the bank with no debt Diverse & global cu
Slide 6: Who we do it for
Who we do it for 25 Leading customers (60% revenue) 300+ Enterprise customers (34% Revenue) 8,000 + SME/Transactional customers (6% revenue) 5 5
Slide 7: Relative SP performance
Relative SP performance Despite good quantitative and qualitative results, the market appears to believe all these companies are blockbuster, not Netflix? 6
Slide 8: $70bn Industry at critical pivot point
$70bn Industry at critical pivot point due to AI disruption If you believe AI is going to disrupt industries, you must believe that some industries will reduce with the productivity gains from AI 7
Slide 9: Industry change opportunity
Industry change opportunity What does AI mean for the industry? Industry will consolidate as the traditional market reduces AI translation process will become prevalent including direct content creation Translation will become a utility through automation Margins will increase as more technology is
Slide 10: LanguageCloud SaaS Platform
LanguageCloud SaaS Platform The AI Innovation The Platform The Engine Workplace LC Orchestrate VERIFY Apps AI verification • Automates content process flow • No translation • Provides easy user interaction Significant management platform using Slack and Teams system required savings • Manages scale
Slide 11: LanguageCloud Platform
LangugeCloud Platform The Utility Useful tools AI Fact-checking Connectors AI COMPLIANCE Enjoy efficiency Our VERIFY engine can Not sure if your AI with more than 20 be used to conduct Generated content is pre-built advanced Gap Analysis accurate or making connectors for using AI. Need to see if thi
Slide 12: Tool Example - Salesforce Slack Integration
Tool Example - Salesforce Slack Integration
Slide 13: Multi-threaded, multi-language conversations in workplace apps
Multi-threaded, multi-language conversations in workplace apps Pricing based on AI token usage, not volume
Slide 14: Instant document translation, with quality evaluation
Instant document translation, with quality evaluation Take instant translation with token-based pricing for content, or send for human with hourly based expert review
Slide 15: Game changing machines marking themselves
Game changing machines marking themselves Machine recommends a human review based on document usage
Slide 16: AI based segment breakdown
Al based segment breakdown straker > Content Quality Die Umweltauswirkungen Von Einwegplastik Inder maderen Arahat sch die Verbretung von Einwegplastik als dringendes Unweltorablem herausgestelt, mit bedeutenden Folgen for Okosysteme, aie Tienwelt und die menschiiche Gesundhelt. Einwegplastk von Enk
Slide 17: Instant video translation
Instant video translation Drop file and get Instant Option to translate transcription and verify
Slide 18: AI compliance gap analysis in multiple languages
AI compliance gap analysis in multiple languages 3. Upload standard 1 Create a project 2. Pick type 4. Upload of project internal docs
Slide 19: AI compliance gap analysis in multiple languages
AI compliance gap analysis in multiple languages
Slide 20: Value drivers
Value drivers straker > Value drivers - Language service providers Quantitative factors Organic revenue CAGR <5% CCC >10% Customer concentration (1-2 clients) >20% ———— es <10% Gross margin <40% nn >50% EBITDA margin <10% ‘oasuaiinens tases gee reantresntresetrat.al >25% Revenue scale < €20m (Bolt-o
Slide 21: Investment Thesis
Investment Thesis Industry leading technology aligned to AI industry changes in $70bn industry Large global enterprise customer and partner base to drive channel growth Generating cash and investing $9m/year into R&D Experienced and consistent management team with global sales and delivery teams Sig
Slide 22: Global Tech Leader in AI & Automation
Global Tech Leader in AI & Automation • Straker is a leading provider of AI-powered technology solutions. • We operate globally, specializing in AI/Machine Learning, automation, and localization. • Our innovative solutions leverage a human-in-the-loop approach with AI co-pilot assistance. • We targe
Slide 23: Contact
TIMELINE Contact grant@straker.ai david.ingram@straker.ai 22