Zedge, Inc. · AMEX:ZDGE
Zedge — Investor Presentation (December 2017)
20 slides from Zedge's investor presentation, Dec 14, 2017
Slide 1: Zedge Investor Presentation December 2017
ZEDGE we make phones personal Investor Presentation -> December 2017 Top Developer
Slide 2: Safe Harbor Statement
Safe Harbor Statement $c presentation contain statements tht ere, or maybe considered to 6) fonvarc-lookng statements. Al statements that re not historical fats ae forward-ooking statements ané such forward-looking statements are statements made pursuant tothe Sate Harbor Provisions of he Private Se
Slide 3: Global Leader in Device Personalization
Global Leader In Device _ Personalization
Slide 4: Zedge app: personalize your phone
=m Ln In Device 33 million customers use the Zedge app to personalize their phone with awesome wallpapers, ringtones, app icons and widgets, monthly We’re all about the power of self-expression 0 ZEDGE APP © Wallpapers @ Lock screens @ Ringtones / Notification sounds © App icons @ Widgets ‘+ 33MM mo
Slide 5: Milestones + KPI's
Slide 6: NYSE American: Shares, Market Cap and Financial Summary
NYSE AMERICA\ Shares Outstanding Market Capitalization” Revenue $2,659 $2,547 $2,630 Direct Cost of Revenue 72 381408412 Reese Gross Pr $2,287 $2,168 $2,124 $2,159 Fiscal Year Gross Margin 86% 85% © 84% © BAN Seal Year Costs & Expenses. 40 eer $2,972 $2,247 $2,151 $2,914 an 1871581668184 Other Opera
Slide 7: Brand Reinforcement
ss ft WON ‘ Brand Reinforcement ancaz
Slide 8: a0az
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Slide 9: Fully Themed Home Screen Experience
ee Fully Themed Home Screen Experience
Slide 10: @e AS d) No hn ou
@e AS d) 32 No hn ou
Slide 11: Geared for professional and aspiring artists
Geared fo professional and aspiring artists @ Promote to 33MM+ MAU 0—= Monetization by unlocking the content + Advertising paywalls + Print on demand M rk t | sipaasranen: arketpiace + Virtual currency = ae For + Wallpapers and Live Wallpapers P f H ee a nteleen rofessional + Full soundtracks . His
Slide 12: Who Are Our Users?
Who Are Our Users?, & (Addroid)
Slide 13: Who Are Our Users?
Who Are Our Users? (Audroigh ENTERTAINMENT ADDICTS SOCIAL INFLUENCERS SPORTS FANS. GAMERS MOBILE JUNKIES: BY CONTINENT (OVER INDEXING PERSONAS (US) (On Demand Novies Social Influencers fusic Lovers cond Cutters Gamers Sports Fans Video/Music Streamers Ca eCcg BY INCOME (US) <$25K $25K - $40K $40K -
Slide 14: Monetization and Financials
Slide 15: Monetization and Financials: Users. Usage. Engagement.
Slide 16: Quarterly Revenue & MAU, Direct Cost of Revenue, Net Income
Quarterly Revenue & MAU During Last 20 Daye of Quart Direct Cost of Revenue as a Percentage of Revenue sca! Netncome i
Slide 17: Monthly Active Users (MAU)
Monthly Active Users (MAU) + Q1"18 MAU grew across al regions, globally, with especially strong growth in the emerging markets Revenue + Qt 18 revenue grew 11.6% YoY E 18s + More users and new add units introduced mid-quarter = : + Geographical make up of user base ~ Still recovering from being remo
Slide 18: 2017 Was Dedicated To Building
2017 Was Dedicated To Building + Infrastructure + Marketplace + Fundamental app experience + We are now starting to see the fruit of our labor Stable, Sustainable, Organic Growth Story + More than 275MM app installs + Customer acquisition is organic + Marketing expense is de minimus Valuable Custome
Slide 19: Jonathan Reich, CFO
Jonathan Reich, CFO #1.330.577.3424 jonathan.reich@zedge.net anaaz @x
Slide 20: Income Statement
INCOME STATEMENT Year Aug 1 - July 31 FY‘16| FY15 Revenue $10,031 $11,113 $9.052 ts Direct Cost of Revenue 11587 1,209 1,082 SYMBOL 2.84 x +0.02 (0.71%) Gross Profit $8,464 $9,814 $7,970 ch NYSE 4a) Saay monty Sesh yer $year mFS Margin 85% BBM BBY med AMERICAN. Costs & Expenses: 5 SG&A $8,468 $7,755