Pentanet Ltd · ASX:5GG
Pentanet — Investor Presentation (March 2024)
14 slides from Pentanet's investor presentation, Mar 22, 2024
Slide 1: 5GG Investor Update
For personal use only 5GG INVESTOR UPDATE 22 MARCH 2024
Slide 2: Disclaimer
Page 2 5GG PRESENTATION DISCLAIMER IMPORTANT: You must read the following before continuing. Summary information in relation to Pentanet Limited. This presentation contains summary information about Pentanet Limited (ACN 617 506 279) (“Company”), its subsidiaries and their activities which is curren
Slide 3: Details of the Placement
Page 3 5GG PRESENTATION Details of the Placement For personal use only CAPITAL STRUCTURE USE OF FUNDS FROM PLACEMENT Share on issue 373,727,213 CAPEX into NVIDIA servers $3m Shares issued under the placement 59,444,445 Working Capital and Cost of Offer $1.28m Total Proceeds $4.28m Shares on issue po
Slide 4: Business Verticals
Page 4 5GG PRESENTATION Business Verticals For personal use only CLOUD.GG TELECOMMUNICATIONS CLOUD GAMING SOFTWARE • Private high-speed wireless network across • NVIDIA Alliance Partner for GeForce NOW • CloudGG – user management platform for Perth (GFN) cloud gaming in Australia & New NVIDIA GeForc
Slide 5: Gaming Revenue Growth
Page 5 5GG PRESENTATION Gaming Revenue Growth For personal use only GeForce NOW Monthly Active Users Jan-Dec 2023 KEY METRICS • EBITDA+ achieved in Q2FY24 • ARPU remained consistent at $13 • Gaming subscription revenue up 51% to $0.4m QoQ • CloudGG paid subscriptions increased by 52% QoQ • CloudGG t
Slide 6: New content is a key driver of paid subscriber growth
Page 6 5GG PRESENTATION For personal use only New content is a key driver of paid subscriber growth.
Slide 7: Microsoft and NVIDIA Partnership Announce Expansive Gaming Deal
Page 7 5GG PRESENTATION Microsoft and NVIDIA Partnership will bring blockbuster line up of Xbox games, including For personal use only 'Minecraft' and Activision titles like 'Call of Duty,' to NVIDIA GeForce Announce Expansive NOW cloud gaming service Gaming Deal The agreement will enable gamers to
Slide 8: NVIDIA Graphics Delivery Network (GDN)
Page 8 5GG PRESENTATION For personal use only NVIDIA Graphics Delivery Network (GDN) Pentanet has worked with GDN NVIDIA to upgrade its Gen 3 cloud infrastructure with - Available in over 100+ regions NVIDIA L40 GPUs, to bring - Taps NVIDIA’s global cloud-to-edge streaming Pentanet into the NVIDIA i
Slide 9: What does this mean and where will we fit?
Page 9 5GG PRESENTATION For personal use only What does this mean and where will we fit?
Slide 10: Think of us as becoming a part of the global cloud network
Page 10 5GG PRESENTATION Think of us as For personal use only becoming a part of the global cloud network, generating the real-time graphics rendering for our region.
Slide 11: NVIDIA GDN Commercial & Enterprise Application Examples
Page 11 5GG PRESENTATION NVIDIA Graphics Delivery Network (GDN) Commercial & Enterprise Application Examples For personal use only Digital Twins A digital twin is a virtual representation (a true-to-reality simulation of physics and materials) of a real-world physical asset or system, which is conti
Slide 12: NVIDIA GDN Commercial & Enterprise Application Examples (cont.)
Page 12 5GG PRESENTATION NVIDIA Graphics Delivery Network (GDN) Commercial & Enterprise Application Examples (cont.) For personal use only Product Configurators Augmented Reality (AR) Interactive 3D Experiences Physically accurate advanced 3D configurators, Wearables Live events, virtual worlds and
Slide 13: Jensen Huang quote on digital manufacturing
Page 13 5GG PRESENTATION For personal use only “That’s the way it’s going to be in the future – we’re going to manufacture everything digitally first and then we’ll manufacture it physically.” Jensen Huang NVIDIA CEO GTC AI Conference Keynote, March 2024
Slide 14: References and contact details
References: 1 https://blogs.nvidia.com/blog/omniverse-apple-vision-pro 2 https://www.nvidia.com/en-au/data-center/l40/ For personal use only Unit 2, 8 Corbusier Place Balcatta WA 6021 +61 8 9466 2672 investors@pentanet.com.au ASX: 5GG pentanet.com.au/investor-centre