The Glimpse Group, Inc. · NASDAQ:GGRP
The Glimpse — Investor Presentation (September 2023)
35 slides from The Glimpse's investor presentation, September 2023
Slide 1: Corporate Presentation September 2023
Corporate Presentation September 2023 © The Glimpse Group 2023
Slide 2: Safe Harbor Disclaimer
Safe Harbor Disclaimer This presentation and other written or oral statements made from time to time by representatives of The Glimpse Group, Inc. contain “forward-looking statements” within the meaning of Section 27A of the Securities Act of 1933, as amended, and Section 21E of the Securities Excha
Slide 3: Overview
Overview The Glimpse Group is an Immersive Technology Company Comprised of Multiple Enterprise Focused Immersive Technology Software & Services Companies, Addressing a Potential Trillion $ Market Opportunity Glimpse Structure Scale & Capital Structure Unique Platform Strategy Intellectual Property •
Slide 4: Investment Thesis
Investment Thesis Trillion $ Industry Potential Over Next Decade Multiple Exit & Diversified Exposure Immersive Monetization Venues to an Emerging Tech will Tech Sector Fundamentally Transform how Businesses Interact Deep Domain Expertise Capitalize on & IP Portfolio Significant First Mover Advantage
Slide 5: Immersive Industry Market Opportunity
Immersive Industry Market Opportunity “We project the metaverse could reach a market size of $700 billion to $900 billion by 2030. Furthermore, the next 5 to 10 years will likely determine the metaverse’s major winners” Bain Capital, 2023 “Users should increasingly be able to access a host of use ca
Slide 6: Glimpse has a Diverse Base of Top Tier Customers & Relationships
Glimpse has a Diverse Base of Top Tier Customers & Relationships, Across Multiple Industries Tech Medical International Global Global Advertising & Education Govt. Defense Companies Institutions Food Company Pharma Brands Media & Industrial © The Glimpse Group 2023 6
Slide 7: The Immersive Tech Cycle
The Immersive Tech Cycle Digital to Immersive HTC VIVE & NFTS OCULUS RIFT Nvidia OCULUS OCULUS Spatial/Cloud Development A FULLY REALISED Omniverse DK1 QUEST METAVERSE 2013 2015 2019 2021 2022 20?? 1981 1983 1987 1989 1990 1991 1996 2003 2007 2015 MOTOROLA DIALUP THE WEB DELL 3 BILLION DYNATAC LAPTO
Slide 8: Glimpse's Vision & Competitive Advantages
Glimpses Vision & Competitive Advantages Become THE premier Immersive Technology software and services company Leverage Diversification position to Glimpse is the first and risk accretively add Nasdaq-listed mitigation Immersive tech Glimpse is a pure play, companies significant player diversified i
Slide 9: Glimpse Subsidiary Companies
Glimpse Subsidiary Companies Creating world-class 3D and Immersive storytelling for Immersive Platforms, AR experiences the enterprise sector Deep Tech, and 5G Using industry-leading scanning, modeling, Sector 5 Digital is an award-winning creative Brightline designs, builds and integrates and photo
Slide 10: Immersive Technology Utilization
Immersive Technology Utilization © The Glimpse Group 2023 10
Slide 11: Glimpse AI/Cloud Computing Initiative
Glimpse AI/Cloud Computing Initiative © The Glimpse Group 2023 11
Slide 12: Expanding IP & Technology Platform
Expanding IP & Technology Platform Immersive Technology IP and Innovation Across Industries and Companies Glimpse’s Ecosystem provides a Substantial IP concepts can be Over time, we expect to file key competitive advantage in IP captured in VR/AR, creating patent applications for many of development
Slide 13: Revenue Growth
Revenue Growth Recognized Revenue ($MM) FY Ending June 30 $10.58 FY'22 9M FY '23 13
Slide 14: Financial Overview
Financial Overview Cash Position Revenue Growth $8.3MM cash and equivalents, Approximately $3.7MM revenue in Q3 FY ‘23 vs. (including $2MM S5D acq escrow) approximately $2.1MM in Q3 FY ‘22, a 79% increase as of 3/31/23 Approximately $10.6MM revenue in 9M FY ’23 vs. approximately $4.8MM 9M FY ’22, a
Slide 15: Executive Team
Executive Team Lyron Bentovim Maydan Rothblum Jeff Meisner DJ Smith Tyler Gates President & CEO CFO & COO CRO CCO Chief Futurist 25 years of executive 20 years of finance/ops 25+ years of executive VR/AR expert, Founder and General leadership experience. leadership experience. leadership experience.
Slide 16: Independent Board of Directors
Independent Board of Directors Sharon Rowlands Alexander Jeff Enslin Ian Charles Lemuel Amen Ruckdaeschel 20+ years of executive 20+ years of international 20+ years as senior executive 25+ years executive 25+ years as senior leadership experience as experience in the financial, and portfolio manage
Slide 17: Key Takeaways
Key Takeaways Immersive Technology Platform Company Intellectual Property Emerging Growth Industry Only Nasdaq-listed pure Robust Ecosystem Highly Diversified play, diversified, • Substantial Immersive tech • Trillion $ Market Potential Immersive tech publicly • Dynamic, collaborative, • Wholly owned
Slide 18: Thank You!
Thank You! General Inquiries Lyron Bentovim President & CEO Mobile: 510-367-2212 Lyron@TheGlimpseGroup.com Investor Inquiries Maydan Rothblum CFO & COO Mobile: 917-292-2685 Maydan@TheGlimpseGroup.com © The Glimpse Group 2023 18
Slide 19: Appendix
Appendix © The Glimpse Group 2023 19
Slide 20: Executive Biographies (I)
Executive Biographies (I) Lyron Bentovim - President & CEO, Chairman of the Board Mr. Bentovim has over 25 years of experience in executive management, technology investing and entrepreneurship. Prior to co-founding the Glimpse Group in 2016, between 2008-2016, Mr. Bentovim served as CFO and COO for
Slide 21: Executive Biographies (II)
Executive Biographies (II) Jeff Meisner - Chief Revenue Officer, Board Member Mr. Meisner has over three decades of experience serving as an executive leader in technology companies. Mr. Meisner first served as Vice President of the Speedware Corporation, an Internet solutions and IT company. He the
Slide 22: Independent Board of Directors
Independent Board of Directors Sharon Rowlands - Independent Board Member Ms. Sharon Rowlands has over 20 years of experience leading multi-billion-dollar companies serving small and medium-sized businesses, financial markets and enterprise customers. Since January 2019, she has been the CEO of Newf
Slide 23: Subsidiary Companies (I)
Subsidiary Companies (I) Brightline Sector 5 Digital QReal Brightline Interactive provides VR, AR, 5G Sector 5 Digital creates VR and AR solutions QReal provides photorealistic, lifelike 3D integration, spatial computing, and deep tech for marketing, communications, sales, models and experiences sof
Slide 24: Subsidiary Companies (II)
Subsidiary Companies (II) Spear XR XR Terra Foretell Reality Immersive Health Group Spear XR’s tools help users XR Terra provides XR bootcamps Foretell Reality provides VR Immersive Health Group (IHG) rapidly and easily create, edit and for software engineers, graphic multi-person spaces for provide
Slide 25: Use Cases
Use Cases © The Glimpse Group 2023 25
Slide 26: Enhancing the Dining Experience with Augmented Reality Menus
Enhancing the Dining Experience with Augmented Reality Menus GLIMPSE SUBSIDIARY: QReal CLIENT: Denny’s SECTOR: Retail Denny's partnered with QReal, a subsidiary of The Glimpse Group, to create an Augmented Reality (AR) experience for their menu. With QReal's expertise, Denny's launched an AR-integra
Slide 27: Sephora Increases Online Makeup Sales by 35% with Virtual Try-on Experience
Sephora Increases Online Makeup Sales by 35% with Virtual Try-on Experience GLIMPSE SUBSIDIARY: QReal CLIENT: Sephora (Turkey) SECTOR: Retail Sephora (Turkey) knew it had to keep pace with the growing trend of virtual try-ons to maintain its position as a top player in the industry. To overcome this
Slide 28: Augmented Reality Virtual Try-on Experience Revolutionizes Online Shopping
Augmented Reality Virtual Try- on Experience Revolutionizes Online Shopping GLIMPSE SUBSIDIARY: QReal CLIENT: Multi-Brand SECTOR: Retail TRYO was developed by Glimpse Group subsidiary QReal, whose advanced AR technology allows users to experience wearing fashion accessories virtually before purchasi
Slide 29: Revolutionizing Aircraft Sales Demos with Immersive VR
Revolutionizing Aircraft Sales Demos with Immersive VR GLIMPSE SUBSIDIARY: Sector 5 Digital CLIENT: Textron SECTOR: Marketing Textron partnered with Sector 5 Digital (S5D), a Glimpse Group subsidiary to create a unique Virtual Reality marketing experience for their new aircraft. The experience offer
Slide 30: Engaging Stakeholders and Clients with Experiential Storytelling
Engaging Stakeholders and Clients with Experiential Storytelling GLIMPSE SUBSIDIARY: Sector 5 Digital CLIENT: Nalco SECTOR: Marketing Ecolab Nalco Water partnered with Sector 5 Digital (S5D) to utilize their expertise in storytelling and innovative technology to produce captivating content for their
Slide 31: Bringing Dallas Cowboys Players and Fans Together with Augmented Reality
Bringing Dallas Cowboys Players and Fans Together with Augmented Reality GLIMPSE SUBSIDIARY: Brightline Interactive CLIENT: AT&T SECTOR: Marketing Brightline Interactive developed a product called Pose with the Pros in collaboration with the Dallas Cowboys and AT&T. The product leveraged spatial int
Slide 32: Helping Educators Bridge the VR & AR Skills Gap
Helping Educators Bridge the Virtual Reality & Augmented Reality Skills Gap GLIMPSE SUBSIDIARY: XR Terra CLIENT: Verizon SECTOR: Education & Training Verizon partnered with XR Terra to create the XR Foundations for Educators program. This program is designed to help teachers gain confidence in the f
Slide 33: Creating Augmented Reality Experiences to Showcase Oral Health Benefits
Creating Augmented Reality Experiences to Showcase Oral Health Benefits GLIMPSE SUBSIDIARY: SpearXR CLIENT: Colgate SECTOR: Marketing Leading oral healthcare company Colgate, wanted to make a lasting impression at the Consumer Electronics Show (CES) and create a memorable and engaging experience for
Slide 34: Supporting Pediatric Cancer Patients with Collaborative VR Support Groups
Supporting Pediatric Cancer Patients with Collaborative VR Support Groups GLIMPSE SUBSIDIARY: Foretell Reality CLIENT: Yale University School of Medicine SECTOR: Healthcare & Pharma The Yale School of Medicine joined forces with Glimpse Group subsidiary Foretell Reality to create a virtual reality (
Slide 35: Training Social Workers On Specialized Skills Using Virtual Reality
Training Social Workers On Specialized Skills Using Virtual Reality GLIMPSE SUBSIDIARY: Immersive Health Group CLIENT: Boston University SECTOR: Healthcare & Pharma Boston University was looking to find innovative ways to train new social workers on how to conduct difficult conversations IHG simulate
The Glimpse Group — Investor Presentation (September 2023) on 6ix