Sensen Networks Ltd. · ASX:SNS
Sensen Networks — Investor Presentation (September 2020)
27 slides from Sensen Networks's investor presentation, Sep 16, 2020
Slide 1: Investor Update
Investor Update September 2020 Enter ASX: SNS OTCQB: SNNSF
Slide 2: The who: Our Secret Sauce
The who We are the world leaders in delivering productivity and safety solutions to Cities, Citizens and Corporations Our Secret Sauce The SenDISA Software Platform A reconfigurable data fusion software that interfaces with cameras and sensors to extract accurate & actionable insights to help improv
Slide 3: The SenDISA Platform
The SenDISA Platform Market Specific Solutions 10+ years in the making with multiple patents awarded and pending Road Safety Tolling Roads and Parking Traffic Analytics REST API, SQL, SOAP, JSON, File Exchange Cameras Smart Phones Civic Compliance Integration APIs Sensors Sensor API Enterprise Lidar
Slide 4: Solution Partners
Solution Partners Enterprise SW Cameras & Joint Product Cloud Computing and VMS Sensors Development IP Cameras Amazon AWS Netapp NVIDIA Vehiqa Axis Microsoft Lidar Milestone AdLink MAV Azure Leddartech Radar Century Link Megh AGD USB, MIPI Google Cameras Logic Supply e-con Samsung 4 MAKING CITIES SM
Slide 5: Market Focus - I Roads and Parking
Market Focus - I Roads and Parking Labor intensive & unsafe Inaccurate and inadequate systems operations Public Safety Parking Costly & complex Labor intensive and as they happen prohibitively expensive Infrastructure Clean cities at remote Audits Customer Illegal Dumping locations Challenges Traffi
Slide 6: Market Focus - II Buildings & Spaces
Market Focus - II Buildings & Spaces Existing solutions need significant Existing solutions are human effort. Automated solutions expensive and are expensive and not accurate inaccurate enough Customer Activity People Occupancy in Tracking Buildings Bluetooth and other means used Customer High Costs
Slide 7: Our Representative Customers
Our Representative Customers Australia Singapore Canada USA Casinos 7 MAKING CITIES SMARTER
Slide 8: Roads & Parking Market Segment: City councils
Roads & Parking The Problem Improve Productivity & Safety of parking operations Market Segment: Improve Staff safety when on enforcement duties Expand coverage to include all areas Reduce Congestion caused by Illegal Parking City councils There are no off-the shelf products or solutions to address t
Slide 9: Mobile Automated City By-laws Enforcement
Mobile Automated City By-laws Enforcement 9 MAKING CITIES SMARTER
Slide 10: CCTV based City By-laws Enforcements
CCTV based City By-laws Enforcements 10 MAKING CITIES SMARTER
Slide 11: Value Added Solutions
Value Added Solutions • Sign & Asset Audits • Traffic Surveys 11 MAKING CITIES SMARTER
Slide 12: Roads & Parking Market Segment: Road Authorities
The Problem Roads & Parking Delivering on Vision Zero (road safety) outcomes to communities is expensive Detect Speeding, Distracted Drivers using Rapidly Deployable Cost Effective Market Segment: single integrated device Road Authorities Existing solutions are costly, complex, needing frequent re-c
Slide 13: SenSen's Vision Zero Product Line
SenSen’s Vision Zero Product Line Powering Global Vision zero initiatives Vision Zero – A global initiative to take Road Accidents to Zero 13 MAKING CITIES SMARTER
Slide 14: Detecting & Enforcing Drivers Texting While Driving
Detecting & Enforcing Drivers Texting While Driving 14 MAKING CITIES SMARTER
Slide 15: Building & Spaces Market Segment: Casinos
The Problem Building & Spaces Cost effective ways to extract customer insights in real-time Tracking Table Live Bet Floor Yield Side Bet Rating Players Market Segment: Occupancy Tracking Management Tracking Accurately Casinos There are no off-the shelf products or solutions that can cost effectively
Slide 16: SenGAME for Live Table Game Analytics
SenGAME for Live Table Game Analytics 16 MAKING CITIES SMARTER
Slide 17: Our Revenue Sources
Our Revenue Sources Majority of Software License – SaaS Annual Recurring Revenue our Revenue (over 60%) is • Edge analytics software Annual Recurring • Back office software and growing Hardware • Prepackaged Hardware Solution Professional Services – Upfront & Ongoing on need basis • Technology Trial
Slide 18: Roads and Parking Current Customers Generating ARR
Current Customers Generating ARR Customers Parking Clean & Green Road Safety Tolls & Traffic Infra Audits Public Safety Las Vegas, USA x x Calgary, CA x Roads Edmonton, CA x x x x and Parking Brisbane, AU Gold Coast, AU x x Cairns, AU x Geelong, AU x x Tweed Heads, AU x Hills Shire, AU x x Port Step
Slide 19: Buildings & Spaces Customers
Buildings & Spaces Customers Current Customers Generating ARR Parking Clean & Green Road Safety Traffic Public Customer Safety Insights Crown Casino, AU x Solaire Casino, Philippines x Changi Airport, Singapore x x x 19 MAKING CITIES SMARTER
Slide 20: Technology Trials in Progress
New Customers Engaged In Technology Trials Customers Parking Clean & Green Road Safety Tolls & Traffic Infra Audits Public Safety Technology Chicago, USA x x x Trials in Melbourne, AU TMR Queensland, x AU Progress Transport NSW, AU x x Canterbury, NSW x x Christchurch, NZ x Potential Future Singapor
Slide 21: Financial Highlights
• As of Q1 2020, we have over 20 customers generating ARR; Financial grew from 16 in FY 2020, and 8 in FY 2019 • As of Q1 2020, contracted total revenue is $5.4m of which Highlights $3.3m is ARR • ARR is ~60% of our total revenue; grew steadily YoY from 35% in FY 2019 • The average ARR per client is
Slide 22: Financial Analysis
Financial Total Revenue and %ARR Analysis $6,000,000 $5,000,000 100 90 80 70 $4,000,000 60 $3,000,000 50 40 $2,000,000 30 • FY 2020* numbers are $1,000,000 20 pending final audit 10 $0 0 • FY 2021** numbers are based FY 2018 FY 2019 FY 2020* FY 2021** on existing contracts as at Q1 Total Revenue % A
Slide 23: ARR Growth & Analysis
ARR by Region ARR Growth $2,000,000 $1,800,000 & Analysis $1,600,000 $1,400,000 $1,200,000 $1,000,000 • FY 2020* numbers are pending final audit $800,000 $600,000 • FY 2021** numbers are based on existing contracts $400,000 as at Q1 $200,000 $0 • Additional contracts awarded or modifications to FY 2
Slide 24: Distribution Network Driving Growth Through Partnerships
Distribution Network Driving Growth Through Partnerships ANZ Singapore North America EMEA India 6+ 6+ 2 3 2 24 MAKING CITIES SMARTER
Slide 25: Corporate Snapshot & Share Register
Corporate Snapshot & Share Register ASX STOCK CODE SNS OTCQB STOCK CODE SNNSF ASX Listing date 18-Oct-17 Share register Share price as at 14 Sept 2020 A$0.087 Issued shares 450.6m HNW and retail investors 33% Unlisted options (A$0.155 – A$0.45) 31.4m 45% Institutional and Fully diluted market cap A$
Slide 26: Board of Directors
Board of Directors CEO COO Executive Director Non-Executive Director Dr. Subhash Challa Mr David Smith Ms Heather Scheibenstock Mr Zenon Pasieczny Subhash is a world leading With an extensive background advising Heather has over 25 years’ experience Zenon is an experienced venture capital authority
Slide 27: www.sensennetworks.com | sales@sensennetworks.com
Level 1, 9 Harper Street, 3 Spring Street, HSR Summit Abbotsford Sydney Road No-10, Banjara Hills Melbourne NSW 2000 Hyderabad VIC 3067 Australia 500034 Australia India www.sensennetworks.com | sales@sensennetworks.com
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