Digital Turbine, Inc. · NASDAQ:APPS
Digital Turbine — B. Riley 18th Annual Investor Conference (May 2017)
17 slides from Digital Turbine's conference presentation, May 25, 2017
Slide 1: Digital Turbine
Digital Turbine Bill Stone, CEO B. Riley Conference May 25, 2017
Slide 2: Safe Harbor Statement
Safe Harbor Statement This presentation includes "forward-looking statements" unpredictable levels of orders; the challenges inherent in within the meaning of the U.S. federal securities laws. technology development necessary to maintain the Statements in this news release that are not statements of
Slide 3: Right App. Right Person. Right Time.
Right App. Right Person. Right Time. Digital Turbine is a mobile platform company. We connect apps to screens. We work at the convergence of Media and Mobile — setting a new standard for app delivery. © 2017 Digital Turbine, Inc. 3
Slide 4: Exclusive Global Carrier and OEM Partnerships
Exclusive Global Carrier and OEM Partnerships Operators OEMs Active campaigns in over Partnered with 30+ mobile operators & OEMs 150+ countries Adding over Ignite has delivered over 5,000,000 500,000,000 new devices per month app preloads Pay performs more than 8,000,000 transactions per year © 2017
Slide 5: We work with over 300 premier advertisers and agencies
We work with over 300 premier advertisers and agencies delivering thousands of unique apps including 70 of the top 100 grossing apps on Google Play Travel Retail Social Music Real Estate Entertainment Finance Gaming Shopping Agency © 2017 Digital Turbine, Inc. 5
Slide 6: Smartphones and Apps are the Technology Ecosystem of Our Time
Smartphones and Apps are the Technology Ecosystem of Our Time Digital Turbine is uniquely positioned to capitalize on this growing market opportunity < 1.49 billion smartphones shipped globally in 2016, with Android’s overall market share reaching 85 percent < The “App Economy” is here to stay – 8
Slide 7: Platform businesses drive more shareholder value
Platform businesses drive more shareholder value Number of Platform Companies App Ignite Home Producers screens Platform Source: applicoinc.com_2016 . © 2017 Digital Turbine, Inc. 7
Slide 8: Ignite Platform – Single Set of Capabilities = Multiple Revenue Streams
Ignite Platform – Single Set of Capabilities = Multiple Revenue Streams Digital Turbine Media - DT sourced inventory to homescreens License License - O&O partners pay DT for delivering their apps Delivers - ‘One-click’ to apps Screens Ignite Data, Pay - Integration of carrier billing into apps DMP 1
Slide 9: Digital Turbine Media: Building Connections and Facilitating Transactions
Digital Turbine Media: Building Connections and Facilitating Transactions Solving problems and creating opportunities for all parties in today’s app economy End Customers Advertisers Operators & OEMs App discovery & Problem Profitable user acquisition Cut out of the app economy App install friction
Slide 10: Recent Deployments and New Partner Announcements
Recent Deployments and New Partner Announcements Deployments with major distributors and new partners reflect multi-faceted demand § Launched with Ignite in May 2017; Ignite is currently live on Moto E devices globally § Shipped a total of 15m smartphones in CQ4; Sales of Moto-branded phones grew
Slide 11: Operational and Financial Update
Operational and Financial Update Operational Update < Ignite globally deployed on the Samsung Galaxy S8 and S8+ with key carriers, including Verizon, AT&T/Cricket, and America Movil < AT&T launched ‘Ignite Blended Flow’ version with AppSelect wizard and silent install applications at first boot <
Slide 12: Management Team and Board of Directors
Management Team and Board of Directors Management Team Board of Directors < Bill Stone, CEO < Rob Deutschman q Chairman of the Board q Bill was previously SVP at QUALCOMM Inc. He has served as q Managing Director at Cappello Capital CEO/President of multiple startups and has extensive q Former
Slide 13: Investment Highlights
Investment Highlights Investment Highlights Uniquely positioned in high growth, $100 billion mobile advertising market 30+ partnerships and long-term distribution deals with top-tier global carriers including Verizon, America Movil, Reliance Jio and AT&T Powered >500 million app preloads for thousan
Slide 14: Summary Financials
Summary Financials Fiscal Year Ending March 31, ($ in millions, except for per share data) 2014A 2015A 2016A Q1-‐Q3 2017A T otal N et Revenues $24.4 $28.3 $86.5 $69.2 YoY Growth % 533% 16% 206% N on-‐GAAP Gross Profit $9.6 $8.1 $20.4 $15.1 N on-‐GAAP Gross Margin 39% 29% 24% 22% N on-‐GAAP Adjus
Slide 15: Evolving Mix Shift Toward Higher-Margin O&O Business
Evolving Mix Shift Toward Higher-Margin O&O Business O&O revenue has more than tripled over the past six quarters and now exceeds 50% of total revenue Quarterly Revenue By Business $25m $20m $15m $10m $5m $0m Jun*15 Sep*15 Dec*15 Mar*16 Jun*16 Sep*16 Dec*16 O&O A&P Content © 2017 Digital Turbine, In
Slide 16: Balance Sheet
Balance Sheet ($ in millions) D ecem ber 31, 2016 ASSET S Current assets Cash and cash equivalents $6.03 Accounts receivable, net of allowance 19.27 Deposits 0.13 Prepaid expenses and other current assets 0.55 Total current assets $25.98 Property and equipment, net 2.48 Deferred tax assets 0.29 Inta
Slide 17: Thank you
Thank you B. Riley Conference May 25, 2017 Confidential. © 2017 Digital Turbine, Inc.
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