Lantronix, Inc. · NASDAQ:LTRX
Lantronix — Merger or Acquisition (November 2019)
15 slides from Lantronix's merger presentation, November 2019
Slide 1: Intrinsyc Acquisition Presentation
Intrinsyc Acquisition Presentation November 2019 COMPANY CONFIDENTIAL. DO NOT DISTRIBUTE Copyright © Lantronix 2017. All rights reserved.
Slide 2: Forward-Looking Statements
Forward-Looking Statements This presentation contains forward-looking statements, including statements concerning our business and product development plans and strategies, the perceived benefits of our products, and our future growth and financial performance. Any statement relating to our plans, g
Slide 3: Our Mission
OUR MISSION CREATING SECURE DATA ACCESS & MANAGEMENT SOLUTIONS FOR IoT Our mission is to be the leading supplier of IoT solutions that enable companies to dramatically simplify the creation, deployment, and management of IoT projects while providing secure access to data for applications and people.
Slide 4: Lantronix Secure Solutions for the Internet of Things
Lantronix IoT Market Growth Opportunity Secure Solutions for the Internet of Things Growth and Improvement in • Global provider of secure data access and Operating Model management solutions for IoT • Connectivity solutions that are easy to deploy and accelerate time to market Strong Global Revenue
Slide 5: Proven Leadership Team
PROVEN LEADERSHIP TEAM Paul Pickle Jeremy Whitaker Kevin Yoder CEO CFO VP, WW Sales & Marketing Jon Shipman Fathi Hakam VP, Strategy VP, Engineering David Goren Michael A. Fink VP, Business Affairs, VP, Operations Legal & Human Resources COMPANY CONFIDENTIAL. DO NOT DISTRIBUTE Copyright © Lantronix
Slide 6: Our Growth Strategy
OUR GROWTH STRATEGY Targeted Organic Acquisitions Growth Expand the through cloud Lantronix based software application solutions capability Organic Growth through innovation and leading- edge hardware products CONFIDENTIAL & PROPRIETARY Copyright © Lantronix 2017. All rights reserved. 6
Slide 7: Strengthening Financials
STRENGTHENING FINANCIALS Net Revenue by Improving Margins and Profitability Liquidity Product Line $50,000 $5,000 60.0% $30,000 $45,000 $4,000 $25,000 $40,000 50.0% $3,000 $35,000 $20,000 $30,000 $2,000 40.0% $15,000 $25,000 $1,000 $20,000 30.0% $- $10,000 $15,000 FY15 FY16 FY17 FY18 FY19 $(1,000) 2
Slide 8: Lantronix Strategically Acquires Intrinsyc
LANTRONIX Strategically Acquires embedded high-end Compelling edge compute solutions Expansion of provider to expand embedded Professional Services hardware portfolio, software Capabilities engineering, AI / Machine Significant Value Learning, and rapid prototyping Creation capabilities. Focused End
Slide 9: Further Expansion of Product Technology Mix
FURTHER EXPANSION OF PRODUCT TECHNOLOGY MIX IoT Compute Solutions IoT Mobility IoT Compute Other18% 31% 1% IoT 43% ITM 19% IoT 62% IoT Mobility 12% Based on Fiscal 2019 Revenues as Reported Other 1% ITM 13% COMPANY CONFIDENTIAL. DO NOT DISTRIBUTE. Copyright © Lantronix 2017. All rights reserved.
Slide 10: Key Market Positioning
KEY MARKET POSITIONING Compute IoT Solutions INDUSTRIAL TRACKING & FLEET HEALTHCARE EDGE COMPUTING & AUTOMATION MGT WEARABLES ENERGY / UTILITIES 10 COMPANY CONFIDENTIAL. DO NOT DISTRIBUTE CONFIDENTIAL & PROPRIETARY Copyright © Lantronix 2017. All rights reserved.
Slide 11: Significantly Expanded IoT Growth Opportunity
SIGNIFICANTLY EXPANDED IoT GROWTH OPPORTUNITY Million units (1) Significant growth expected to continue in overall IoT with embedded computing modules representing a US$2.7 billion total addressable market for IoT Computing Solutions by 2022 (1) Source: Siemens (2) Source: QYR Electronics Research C
Slide 12: Significantly Design & Development Opportunity
SIGNIFICANTLY DESIGN & DEVELOPMENT OPPORTUNITY Million units Compute Solutions has successfully delivered over 1,400 client projects and is North America’s product design and development leader for higher performance, intelligent connected products 12 COMPANY CONFIDENTIAL. DO NOT DISTRIBUTE CONFIDEN
Slide 13: Summary
SUMMARY ▪ Significantly expands Lantronix’s embedded compute hardware portfolio ▪ Expands dev ops capabilities ▪ Adds Qualcomm business partnership/relationship ▪ Significant cross sell opportunity into a complementary customer set ▪ Transaction expected to be accretive to non-GAAP earnings during f
Slide 14: IoT Technology Stack
IoT TECHNOLOGY STACK At its core, an IoT solution is the ability to intelligently comprehend and remotely control an object through its digital analogue. The IoT stack is a conceptual organization of functional building blocks Solution (collect, connect, compute, comprehend, and control) used to bui
Slide 15: investors@lantronix.com
investors@lantronix.com COMPANY CONFIDENTIAL. DO NOT DISTRIBUTE CONFIDENTIAL & PROPRIETARY Copyright © Lantronix 2017. All rights reserved.