Activeport Group Limited · ASX:ATV
Activeport — Investor Presentation (February 2025)
13 slides from Activeport's investor presentation, Feb 26, 2025
Slide 1: Activeport Group Ltd Investor Presentation
For personal use only Peter Christie, Chairman & CEO Activeport Group Ltd ACN 636 569 634 Registered Office: Level 28, 140 St Georges Terrace, Perth WA 6000 ASX:ATV peter.christie@activeport.com.au
Slide 2: Important Notices and Disclaimer
IMPORTANT NOTICES AND DISCLAIMER IMPORTANT: you must read the following before continuing. For personal use only This presentation (Presentation) has been prepared by Activeport Group Ltd (ACN 636 569 634) (Company or Activeport) for the purpose of providing an overview of its current prospects and
Slide 3: About Activeport Software
For personal use only About Activeport Software
Slide 4: Activeport Software: Network Multi-service Access
Activeport Software Network Multi-service Access For personal use only Last Mile Multi-Service Ethernet. Fibre Access Customer building On-Demand Automation Your connectivity products on-demand Ecosystem Orchestration Connect globally to NaaS providers, Megaport, Console Connect & Equinix. Services
Slide 5: Activeport Software: Data Centre Multi-service Access
Activeport Software Data Centre Multi-service Access For personal use only DC Cross Connect DC-DC , Rack-rack & 3rd party carriers On-Demand Automation Your connectivity products on-demand Services delivered with Activeport software Ecosystem Orchestration Connect to global DC’s via NaaS providers M
Slide 6: What makes a software company like ATV a good investment?
Broad For personal use only Market What makes a software company High ARPU like ATV a good investment? Recurring Revenue
Slide 7: Activeport Delivers
Activeport Delivers For personal use only $4 Trillion TAM ARPC $2M+ Term 5+ Telco Data GPU AI Centres
Slide 8: Why Invest in Activeport, Why Now
Why Invest in Activeport, Why Now For personal use only Risk Competition Timing
Slide 9: De-risked, Now Scaling
De-risked, Now Scaling For personal use only 5. Scale-up starting. 4. Strong team in the right roles 3. Financial Structure Sound 2. Market Fit Successful 1. Product Complete
Slide 10: Unique Solution in High Demand
Unique Solution in High Demand For personal use only SaaS Enterprise GPU
Slide 11: Good Timing to Ride the Wave
Good Timing to Ride the Wave For personal use only FY24 1H25 Software/service Revenue 11.7 5.3 One-time License 3.3 4.0* Total 15.0 9.3 CoGS 6.9 3.1 Gross Profit 8.1 6.2* GP % 54% 67% Debt 3.3 2.1** * OTC license revenue contracted ($4M) but not booked to revenue yet due to conditionality (see annou
Slide 12: Investment Opportunity
Investment Opportunity For personal use only ARPU $50k+ 2,000+ Prospects Leading technology
Slide 13: activeport.com.au
For personal use only activeport.com.au ASX:ATV
Activeport Group — Investor Presentation (February 2025) on 6ix