Beam Communications Holdings Limited · ASX:BCC
Beam Communications — Shareholder Meeting (November 2019)
25 slides from Beam Communications's shareholder meeting presentation, Nov 22, 2019
Slide 1: Managing Director's Presentation to the Annual General Meeting 2019
22 November 2019 The Manager Market Announcements Platform Australian Securities Exchange Managing Director’s Presentation to the Annual General Meeting 2019 Beam Communications Holdings Limited is pleased to release a copy of the presentation to be made to its shareholders at the Annual General Mee
Slide 2: Annual General Meeting
Annual General Meeting November 2019 © Beam Communications
Slide 3: Disclaimer
Disclaimer This document has been prepared by Beam Communications Holdings Limited and comprises written material/slides for a presentation concerning Beam Communications Holdings Limited and its subsidiaries. The presentation is for information purposes only and does not constitute or form part of
Slide 4: Year in Review
Year in Review Michael Capocchi CEO 3 Investor Presentation © Beam Communications
Slide 5: Strong FY19 Results
Strong FY19 Results 12-Month Share Price Performance Record FY19 revenue and pre-tax profit Strong organic growth across all divisions Positive cash flow in FY19 Change from FY18 FY19 Launching several new products in FY20 Revenue +59.1% $18.52m EBITDA from -$607k $2.10m Multiple growth drivers fo
Slide 6: Year of Achievements
Year of Achievements Upcoming launch of ZOLEO Telstra Receives 7th approval for Record FY19 Iridium GO! Selected as LTE router Entry into results order Iridium Record Indian Certus Beta 1HFY19 Market Partner results 2019 5 Investor Presentation © Beam Communications
Slide 7: Track Record of Innovation
Track Record of Innovation For almost 20 years Beam has developed many world’s first products for key niche markets Iridium GO! Thuraya WE Inmarsat Docks Iridium Docks Iridium Terminals Dual Mode Application Extension for Application Extension Global Voice, Data, SOS Standard telephony Description L
Slide 8: Clients & Partners
Clients & Partners Beam has an extensive network of Tier-1 satellite distribution partners that spans every country across the globe covering thousands of outlets and points of presence. Designed & manufactured the Developed and Japanese Telco Operator, Iridium GO! device. Longstanding manufactured
Slide 9: Additional Revenue Opportunities
Additional Revenue Opportunities Launch of New LTE / IoT Next-gen Iridium Additional Dual- ZOLEO global devices Certus 9770 Mode Satellite / communicator Devices LTE terminals Key opportunities for growth over the next 12-18 months 8 Investor Presentation © Beam Communications
Slide 10: ZOLEO: First MSS for Mainstream Market
ZOLEO: First MSS for Mainstream Market 9 Investor Presentation © Beam Communications
Slide 11: Mobile Satellite Going Mainstream
Mobile Satellite Going Mainstream Mobile Satellite Services Market Mobile Satellite Services (MSS) market growing @ Growth Rate by Region (2019-2024) 7.9% CAGR to US$5.6tn ($8.3tn) by 20251 Fastest growth in Asia Pacific (including Australia) Growth driven by: New digital technology Growing demand f
Slide 12: Upcoming Mass Market Solution: ZOLEO
Upcoming Mass Market Solution: ZOLEO Unique satellite solution for mass market to be launched Dec 2019 Affordable A$349 device with plans from $32/mth to $80/mth (unlimited) “Sticky” customer base as device can’t be used on rival systems Specifically designed to drive recurring revenue No other offe
Slide 13: Designed for Multiple Applications
Designed for Multiple Applications Seamless messaging/email with auto switching between Wi-Fi, mobile & satellite Familiar smartphone messaging experience & ease of access to phone’s contacts Water resistant to IP68 (submergible up to 1.5m of water for 30 minutes) Australian mobile number to send an
Slide 14: Large Markets for ZOLEO
Large Markets for ZOLEO • Global adventure tourism • Rural growing despite • Lone worker market in EU market growing at 17% urbanisation trend and US tipped to double CAGR (2017-2023) • Total rural residents from 2017-2022 to €260m Rural Communities Adventure Tourism • Market valued at US$1.3tn reac
Slide 15: Growth from Other New Products
Growth from Other New Products 14 Investor Presentation © Beam Communications
Slide 16: LTE / IoT Products
LTE / IoT Products Expanding product Beam MG200 4G Gateway portfolio to include LTE Target segments: vehicular & dual-band solutions (recreational, emergency, logistics), maritime and remote locations. APPROVED Applications: in-vehicle WAN, Beam MG400 4G Gateway M2M/IoT, payment, tracking & Beam OG2
Slide 17: Upcoming Iridium Certus Devices
Upcoming Iridium Certus Devices Iridium has invested over US$3B in establishing its next-gen satellite constellation Beam will be one of the world’s first Iridium partners to launch next generation devices using the new Iridium Certus 9770 transceiver Data speed on Certus 9770 is >35 times faster th
Slide 18: New Beam Certus Devices
New Beam Certus Devices Users Applications Beam’s first Iridium Certus device will be a compact unit • Logistics management that can be used in vehicles, • Connected vehicles buildings and remote sites • Asset tracking & Monitoring • Emergency comms Product will be launched in • Remote Medicine Q1FY
Slide 19: Performance of Existing Business
Performance of Existing Business 18 Investor Presentation © Beam Communications
Slide 20: Building from a Solid Base
Building from a Solid Base OEM Development: Developing and manufacturing devices for leading satellite operators Continued opportunities Beam-Branded Equipment: Wide range of satellite for growth in equipment from docks to terminals and antennas Beam's core businesses SatPhone Shop: Largest Telstra
Slide 21: Successful OEM Business
Successful OEM Business Thuraya WE Iridium GO! World’s first dual-band (LTE/Satellite) device World’s first satellite hot-spot device Only device of its kind in Thuraya’s portfolio Only one of its kind in Iridium’s portfolio Delivered 3000 units generating $3.9m in revenue Total orders to date of 45
Slide 22: Beam Branded Products
Beam Branded Products Innovates, designs and manufactures a broad range of terminals and accessories for Iridium and Inmarsat as Beam branded products These products support, Voice, Data, Messaging and IoT/M2M applications The “BEAM” branding will expand into the new range of LTE/Satellite as well a
Slide 23: SatPhone Shop
SatPhone Shop Wholly-owned subsidiary SPS recorded 18% pcp of Beam and is Telstra’s growth in FY19 and largest satellite dealer in momentum carrying Australia through into FY20. SPS sells Iridium SPS also rents Equipment, Beam equipment and sells manufactured terminals airtime services and accessori
Slide 24: Outlook
Outlook Significant growth expected from FY21 from new products/services 1HFY20 expected to be weaker than 1HFY19 which was bolstered by Thuraya WE Organic growth in existing businesses (Beam-Branded & SPS) expected to continue through FY20 FY20 is a year of investment to prepare Beam for next phase
Slide 25: Thank You
Thank You 24 Investor Presentation © Beam Communications
Beam Communications Holdings — Shareholder Meeting (November 2019) on 6ix