Innodata Inc. · NASDAQ:INOD
Innodata — 26th Annual Growth Conference (January 2024)
17 slides from Innodata's conference presentation, January 2024
Slide 1: Delivering the Promise of AI
Delivering the Promise of AI January 2024 | NASDAQ: INOD 26th Annual Growth Conference
Slide 2: Disclaimers
DISCLAIMERS Forward-looking Statements This presentation contains certain forward-looking statements within the meaning of Section 21E Our actual results could differ materially from the results referred to in forward-looking of the Securities Exchange Act of 1934, as amended, and Section 27A of the
Slide 3: INOD at a Glance
INOD AT A GLANCE Our Suite of AI Solutions Our Results Innodata is a global data AI Scaled Data Solutions $80M 5 of 7 of the “Magnificent 7” September 2023 LTM engineering specialist focused 24% of Q3-2023 Revenue Revenue tech companies on generative AI. became LLM development customers in 2023 AI A
Slide 4: Generative AI is Anticipated to be the Next-Generation Computation Platform
GENERATIVE AI OPPORTUNITY Generative AI is Anticipated to be the Next-Generation Computation Platform We believe the generative AI market opportunity will rival the internet and mobile in significance Enormous generative AI addressable market opportunity4 $ in billions $1,304 • Magnificent Seven AI
Slide 5: Comprehensive Suite of Data Engineering Capabilities
INOD’S UNIQUE CAPABILITY SET Comprehensive Suite of Data Engineering Capabilities …allowing Innodata to span multiple AI services Supports Both the Builders and Adopters of Generative AI… subsegments in a way no other competitor can Scaled Data Solutions AI Scaled Data Solutions Competitors • Data C
Slide 6: One of our largest customers calls Innodata its "Secret Weapon"
DIFFERENTIATORS Our Unique Credentials We Leverage: • 30+ years providing quality data to the world’s leading data-centric information services businesses • Early investments in applied AI (beginning 2016) One of our largest We Bring: customers calls Innodata • 4,000 global subject matter experts th
Slide 7: Network of Delivery Centers Across the Globe
INOD’S PREMIER TEAM We Have a Network of Delivery Centers Across the Globe, Supporting a Diverse Array of Over 40 Languages 4,000+ 20+ Resources across 20+ Global Centers Global Experts Delivery Locations Wide range of subject Global infrastructure matter expertise across finance, supporting custome
Slide 8: Enterprise and Vertical-Focused Platforms Underpinned by Goldengate AI Foundation Model
BEST-IN-CLASS PROPRIETARY IP Enterprise and Vertical-Focused Platforms Underpinned by INOD’s State-of-the-Art Goldengate AI Foundation Model Enterprise Platforms Vertical Platforms Annotation (AI/LLM) Platform AI-Enabled Regulatory Change Management Platform Workflow application with customized work
Slide 9: Case Study: Big Tech Company
CASE STUDY: Big 5 Tech Company AI Scaled Data Solutions: Building World-Class Foundation Models The Challenge: Once Large Language Models (such as ChatGPT) are pretrained with raw internet content, they require supervised finetuning with demonstration data. This is the heavy-lifting of building high
Slide 10: Case Study: Leading Hyperscaler
CASE STUDY: Leading Hyperscaler AI Managed Services: Evaluating and Training LLM Foundation Models for Alignment with Human Values The Challenge: One of the world’s leading hyperscaler cloud providers and Big 5 Tech company sought to create a broad ecosystem of LLM Foundation Models in alignment wit
Slide 11: Case Study: Major Information Company
CASE STUDY: Major Information Company AI Managed Services: Integrating LLMs within critical business processes The Challenge: A $5B information company wanted to reengineer its data transformation workflows to provide improved scaleability and economics across data operations spanning 13 European co
Slide 12: Case Study: Top-3 Global Bank
CASE STUDY: Top-3 Global Bank Generative AI-Enabled Industry Platforms: Reimaginging with AI How Banks Perform Regulatory Change Management The Challenge: One of the most critical analytical functions in financial services institutions (and other highly-regulated entities) involves tracking changes
Slide 13: Case Study: Preeminent Social Media Video Sharing Platform
CASE STUDY: Preeminent Social Media Video Sharing Platform Generative AI-Enabled Industry Platforms: Leveraging AI for Media Monitoring, Targeting and Analytics The Challenge: A preeminent social media video sharing platform needed to monitor their brand and reputation as reflected across media glob
Slide 14: Financial Overview: Return to Revenue Growth
FINANCIAL OVERVIEW Return to Revenue Growth INOD has successfully recovered from the unexpected loss of a large 2022 client account $22.2 $21.2 $20.0 $19.7 $19.3 $19.4 $18.4 $18.8 $17.0 $17.5 $16.0 Q1'21 Q2'21 Q3'21 Q4'21 Q1'22 Q2'22 Q3'22 Q4'22 Q1'23 Q2'23 Q3'23 Remaining Revenue Terminated Social
Slide 15: Financial Overview: We Expect Profitable Growth to Accelerate
FINANCIAL OVERVIEW We Expect Profitable Growth to Accelerate Revenue Adj. EBITDA1 $3.7 $24.5 +26% $19.4 $0.2 Q4 '22 Q4 '23 Q4 '22 Q4 '23 Projected Projected Driven By Leverage in Our Operating Model 25.0 $24.5 37.0% 23.0 $22.2 32.0% $21.2 27.0% 21.0 $20.0 $19.4 $19.7 22.0% $18.4 $18.8 14.4% 15.1% 19
Slide 16: Healthy Balance Sheet With High Net Cash; Reconciliation to Non-GAAP Measures
FINANCIAL OVERVIEW Healthy Balance Sheet With High Net Cash Reconciliation to Non-GAAP Measures $ in millions • Cash and short-term investments $ in Millions FY'22 Q3'23 Sep YTD'23 Consolidated Net Income (Loss) -$11.9 $0.4 -$2.6 o $14.8M of cash and short-term Tax Provision $1.5 $0.4 $0.8 investmen
Slide 17: Delivering the Promise of AI
Delivering the Promise of AI Innodata is a global data engineering company delivering the promise of AI to many of the world’s most prestigious companies. We provide AI-enabled software platforms and managed services for AI data collection/annotation, AI digital transformation, and industry-specific
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