Audinate Group Ltd. · ASX:AD8
Audinate — Investor Day (May 2024)
24 slides from Audinate's investor day presentation, May 16, 2024
Slide 1: Technology Investor Day
Technology Investor Day 16th May 2024
Slide 2: Welcome
Welcome Introduction Acknowledgement of Country Housekeeping Agenda Technology Investor Day 2024 2
Slide 3: Agenda
Agenda Welcome Belinda Koch Meet the Chairman Rob Goss & David Krall AGNSW Dante Use Case Belinda Koch + AGNSW AV team Strategy Update Chris Ware Open Q&A with CEO Aidan Williams Close Rob Goss Technology Investor Day 2024 3
Slide 4: Meet the Chairman: David Krall
Meet the Chairman: David Krall Rob Goss Note: This session will be available online in the Audinate Investor Centre Technology Investor Day 2024 4
Slide 5: Dante Use Case: AGNSW AV Team
Dante Use Case: AGNSW AV Team Belinda Koch & Ken Mitchell 5
Slide 6: Audinate Strategy Update
Audinate Strategy Update Chris Ware Technology Investor Day 2024 6
Slide 7: Overview
Overview • Audinate Strategic Aim • Introduce the Dante Platform • Near-Term Initiatives for Audio and Video product portfolios • Dante Director Technology Investor Day 2024 7
Slide 8: Strategic Aim
Strategic Aim “Empower AV systems designers to deliver superior AV experiences for their customers” What does that mean? • All AV devices are inherently interoperable, regardless of manufacturer • Core parts of the AV experience are delivered as software, making it easy to acquire, easy to customize
Slide 9: AV Today
AV Today • Analog wires • Hardware DSP • Manufacturer-specific control systems • Media Signals are Local • “Dumb” devices = Troubleshooting via sneakernet Technology Investor Day 2024 Audinate Confidential | 9
Slide 10: AV Tomorrow
AV Tomorrow • All devices network connected • Key functions as software running centrally or in the cloud • Standardized, open control system (not manufacturer specific) • Devices monitored and managed anywhere • Media signals transmitted anywhere Technology Investor Day 2024 Audinate Confidential |
Slide 11: What's in it for AV Pros & Users?
What’s in it for AV Pros & Users? Remote support & Simple deployment Interoperability Cost effective management of new features Increases efficiency, enables Aligns with business Use existing in-building End-users don’t love new, scalable business models owners desire to network cabling and IT manuf
Slide 12: Audinate is Uniquely Positioned to Deliver this for the AV Industry
Audinate is Uniquely Positioned to Deliver this for the AV Industry • Dante software stack in 5M AV products already, shipping 1M+ every year. • Dante is manufacturer-agnostic interoperability… not owned by or biased toward any one manufacturer • Business model aligned with customers • We sit in the
Slide 13: The Dante Platform
The Dante Platform Audio Endpoints Developer Video Endpoints Ecosystem Control & Security Management Anywhere Media Signals Everywhere Technology Investor Day 2024 13
Slide 14: Audio Endpoints
Audio Endpoints • Over 4,000 Dante-enabled products from 600+ Manufacturers, 5M+ devices in the field • Focus is on expanding Serviceable Addressable Market (SAM) by proliferating Dante into lower cost, higher volume products: • Microphones • Speakers • Conference room soundbars • Shift to software
Slide 15: Video Endpoints
Video Endpoints • Over 50 manufacturers have licensed Dante AV, with 75+ products on the market • Unlike audio (all uncompressed), compression is a reality for video, introducing tradeoffs between video quality, network bandwidth and cost • Near term initiatives to continue proliferation of video: •
Slide 16: Control and Management Anywhere
Control and Management Anywhere The ability to control and manage Dante networks, regardless of the manufacturer of the product, is a key differentiator Dante Controller Dante Director Dante Domain Manager - Free Software that - Cloud based allows Dante users to platform that allows - Enterprise gra
Slide 17: Media Signals Everywhere
Media Signals Everywhere • Increasingly customers need to transport their audio and video signals not just between Dante-enabled devices, but in and out of computers, both locally and remotely • Examples include remote production for broadcast, distributed campuses for corporate and higher education
Slide 18: Security and Compliance
Security and Compliance • Security of AV over IP networks is one of the top concerns of IT Departments • Dante is designed with security at its core • Manufacturer interoperable encrypted content Media • Encrypted control • User authentication “The Dante ecosystem is huge • Network segmentation and
Slide 19: Developer Ecosystem
Developer Ecosystem • Collection of tools and community that enable and support developers to build applications on the Dante Platform CONTROL GUI • APIs Available with Dante Domain Manager or Dante Director • Allows users to change routing and configuration using external control interfaces or comm
Slide 20: Dante Director
Dante Director Chris Ware & Tim Neal 20
Slide 21: Dante management ecosystem
Dante management ecosystem Dante Domain Manager Dante Director Integrators, MSPs and managers of Service providers and AV managers large, complex Dante installations seeking remote management Technology Investor Day 2024 Audinate | 21
Slide 22: Uses & Benefits of Dante Director
Uses & Benefits of Dante Director Remote management of Dante devices using Dante Controller and native Dante Director features. User access control and security via unique usernames and passwords. Network monitoring with event logging Managed API integration for status monitoring and custom control
Slide 23: Open Q&A
Open Q&A Aidan Williams Technology Investor Day 2024 23
Slide 24: Audinate Pty Ltd contact details
Audinate Pty Ltd Level 7, 64 Kippax Street +61 2 8090 1000 ABN 41 120 828 006 Surry Hills NSW 2010 www.audinate.com Technology Investor Day 2024 24