Vecima Networks Inc. · TSX:VCM

Vecima Networks — Investor Presentation (September 2026)

33 slides from Vecima Networks's investor presentation, September 2026

  1. Slide 1: Built for AI-Driven Broadband & Content Delivery Networks

    Built for AI-Driven Broadband & Content Delivery Networks Technology leadership. Expanding markets. A new phase of profitable growth. Investor Presentation Period Ending June 30, 2026 VECIMA NETWORKS (TSX: VCM) © 2026 Vecima Networks. Confidential & Proprietary. All rights reserved.

  2. Slide 2: Safe Harbour

    SAFE HARBOUR Forward-Looking Statements​ This presentation contains forward-looking statements and information within the meaning of applicable securities laws, including statements regarding Vecima’s CY2026 and FY2027 financial outlook, revenue and Adjusted EBITDA growth, market opportunities, cust

  3. Slide 3: Vecima technology powers the internet connections and streaming content

    Vecima technology powers the internet connections and streaming content people rely on every day Commercial & Hospitality Terrace IQ – Streaming Video & Broadband for guests and businesses Cloud Intelligence AI-based Automation & Intelligence Broadband | Video | Analytics Cable Broadband Access vCMT

  4. Slide 4: Vecima builds the networks that make these moments possible

    When the world needs connection, broadband delivers. Vecima builds the networks that make these moments possible. Behind every live stream, AI workload, gaming session and social media reaction is a broadband network delivering massive amounts of data and video which require a responsive, fast & rel

  5. Slide 5: What you will hear today

    What you will hear today… 1 Market leader addressing US$7B in serviceable broadband and content delivery markets Vecima is entering a new phase of accelerated Record revenue and Adjusted EBITDA with 30%–35% 2 growth—combining proven FY27 growth projected market leadership, powerful broadband and AI

  6. Slide 6: Financial Performance

    FINANCIAL GROWTH MARKET NEXT PHASE OF COMPANY PERFORMANCE DRIVERS OPPORTUNITY GROWTH © 2026 Vecima Networks. Confidential & Proprietary. All rights reserved. 6

  7. Slide 7: Vecima Q4 Fiscal 2026 Results

    Vecima Q4 Fiscal 2026 Results Gross Margin of 45.4%, or Quarterly Revenue of $91.0M CAD $41.3 million, within our stated Gross Margin 45.4%; Adjusted EBITDA of $18.9M range of 43% to 48% Adjusted EBITDA of $18.9 million or 20.8% of sales Video & Broadband Solutions Content Delivery & Storage Adjuste

  8. Slide 8: Core focus on growth and profitability

    Core focus on growth and profitability Working capital ($CAD) Shareholder’s equity ($CAD) 56% management $62.2M $216.1M / insiders +$11M YoY +$2.5M YoY 44% institutional retail / others Cash, net of rev. loc ($CAD) Short & long-term debt ($CAD) ($10.89) $29.8M 24.3M Basic Shares Outstanding +$19.6M

  9. Slide 9: Calendar 2026 Guideposts - Updated

    Calendar 2026 Guideposts - Updated Investment driving accelerating growth Revenue Guideposts Adj EBITDA Guideposts Est. Revenue growth of CY 26 Range 27% to 32%, up from CY 26 Range $355.67 22.5% to 30% previously $342.20 +32.0% $67.58 +27.0% $65.02 +84.5% +77.5% Est. Adj EBITDA growth of 78% to 85%

  10. Slide 10: Fiscal 2027 Guideposts

    Fiscal 2027 Guideposts Investment driving accelerating growth Revenue Guideposts Adj EBITDA Guideposts Est. Revenue growth of FY 27 Range FY 27 Range 30% to 35% in fiscal 2027 $398.20 $79.64 $383.45 +35.0% $76.69 +58.0% +30.0% +52.1% Est. Adj EBITDA growth of $294.96 52% to 58% in fiscal 2027 $50.41

  11. Slide 11: Company

    FINANCIAL GROWTH MARKET NEXT PHASE OF COMPANY PERFORMANCE DRIVERS OPPORTUNITY GROWTH © 2026 Vecima Networks. Confidential & Proprietary. All rights reserved. 11

  12. Slide 12: Two Core Businesses with strong growth trajectories

    2 Core Businesses with strong growth trajectories Video & Broadband Solutions Content Delivery & Storage Fiber Access IPTV, Content Delivery Networks Cable Access Broadband Service Providers rely on Entra® & Monetization cloud-based connectivity solutions, MediaScale platforms deliver the market-lea

  13. Slide 13: Growth Pillars

    4 Growth Pillars Intelligent infrastructure meets intelligent operations 1 Fiber-to-the-Home 2 Cable Broadband 3 Streaming Delivery Software & AI Entra Automation MediaScale IPTV Streaming, & Intelligence Content Delivery Networks & Cloud Monetization Entra vPON KeyFrame Real-time Entra vCMTS Manage

  14. Slide 14: Powering connectivity for ~150 million subscribers worldwide

    Powering connectivity for ~150 million subscribers worldwide AMERICAS EMEA APAC © 2026 Vecima Networks. Confidential & Proprietary. All rights reserved. Source/Notes: ~110 million in North America. Source: Vecima FY27 forecast customer; subscriber counts per operators’ latest public 14 disclosures.

  15. Slide 15: Strategic innovation and acquisitions over 35+ years

    Strategic innovation and acquisitions over 35+ years Acquires Acquires Nokia Vecima Vecima goes Concurrent Cable business, Vecima acquires Acquires Falcon V founded in public for IP Video entering Akleza, launches software and Canada TSX: VCM delivery Fiber Access Entra Intelligence automation 1988

  16. Slide 16: Depth of experience and execution discipline

    Depth of experience and execution discipline Executive Management Team Sumit Kumar Clay McCreery Judd Schmid Colin Howlett Ryan Nicometo Bjorn Roos Chief Executive Officer President and Chief Chief Financial Officer Chief Technology Officer Chief Product Officer Head of Legal & Operating Officer Cor

  17. Slide 17: Growth Drivers

    FINANCIAL GROWTH MARKET NEXT PHASE OF COMPANY PERFORMANCE DRIVERS OPPORTUNITY GROWTH © 2026 Vecima Networks. Confidential & Proprietary. All rights reserved. 17

  18. Slide 18: AI is expected to double Broadband capacity CAGR

    AI is expected to double Broadband capacity CAGR 6.6× 3500 3000 Avg monthly usage hit 2500 767 GB in Q4 2025 — 23% Consumer-driven traffic growth 2000 by mid-2030s first time exceeding 700 GB 1500 vs. 4× without AI — additional 63% of growth driven entirely by AI adoption 1000 16% Source: Cisco, AI

  19. Slide 19: Competition is forcing incumbents to reinvest

    Growth Drivers — Operator Competitive Landscape Competition is forcing incumbents to reinvest COMPETITIVE FIBER PROVIDERS FIXED WIRELESS PROVIDERS independent broadband providers building new delivering broadband connectivity using fiber-to-the-home infrastructure radio/cellular (LTE/5G) account for

  20. Slide 20: The wire wins on every critical performance metric

    Network Quality — Fixed Line vs Wireless/Satellite The wire wins on every critical performance metric Median latency (milliseconds) - lower is better Lowest latency — going even lower with Low Latency roll outs Low Latency DOCSIS Fiber 7-14 ms Reduce delay below 5 ms for fiber parity Most consistent

  21. Slide 21: Build reliable, AI-enabling broadband networks

    Operator imperative: Build reliable, AI-enabling broadband networks Multi-Gigabit Speed Ultra-Low Latency AI inference, real-time video Cloud gaming and immersive AR/VR generation, and agentic workflows experiences demand latency and jitter demand sustained multi-gig throughput performance far beyon

  22. Slide 22: Market Opportunity

    FINANCIAL GROWTH MARKET NEXT PHASE OF COMPANY PERFORMANCE DRIVERS OPPORTUNITY GROWTH © 2026 Vecima Networks. Confidential & Proprietary. All rights reserved. 22

  23. Slide 23: Fixed Line investment continues

    Fixed Line investment continues…. Global fixed-access capex, excl. China Operator fixed-access capex · $B · ex-China ~US$105B Annually Global Fixed-Line Access CapEx, ex-China, 2026E $112B $116B $108B $111B $113B $115B US ~$44B of the global total $104B $106B $109B ~US$4.7B Addressable Access Infras

  24. Slide 24: Total Addressable Market – Broadband Access Solutions

    Total Addressable Market (TAM) – Broadband Access Solutions vCMTS, DOCSIS 4.0, and XGS & 50G dominate US$4.7B TAM CCAP Core RPDs RMDs vCMTS Optical Nodes 1,400 1,200 CABLE ACCESS 1,000 800 • Available TAM grows from $3.8B (2024) 600 to $4.7B peak in 2028 400 200 • 70% of Vecima resources focused on

  25. Slide 25: Total Addressable Market – Content Delivery Solutions

    Total Addressable Market (TAM) – Content Delivery Solutions Two distinct markets, both compounding 1,600 Managed IPTV TAM (US$M) $US2.2B TAM MEDIASCALE 1,200 • Available TAM grows from $3.8B (2024) 800 1,550 to a $2.2B peak in 2030 1,335 1,440 1,150 1,240 400 • MediaScale Managed IPTV TAM: ~$1.15B (

  26. Slide 26: Built for Scale

    Built for Scale Vecima owns the critical layers Cloud / Data Center / Hubsite Access Network / Outside Plant Residential / Hospitality & Enterprise Combo 50G/XGS PON R-OLT 2, 4 & 8 port Fiber vPON OLT 8, 16 Entra Intelligence 10G-EPON DPoE & 32 port Shelf & node- & Automation 8, 16, 32 2, 4, 8 based

  27. Slide 27: Established market leadership. More share to capture.

    Proven positions across cable, fiber, and video Established market leadership. More share to capture. COMMERCIAL CONTENT FIBER ACCESS CABLE ACCESS VIDEO DISTRIBUTION #1 Global Remote OLTs #1 #1 Remote MACPHY 25K+ Commercial sites served 100M+ subscribers worldwide served by operator customers 5 year

  28. Slide 28: Next Phase of Growth

    FINANCIAL GROWTH MARKET NEXT PHASE OF COMPANY PERFORMANCE DRIVERS OPPORTUNITY GROWTH © 2026 Vecima Networks. Confidential & Proprietary. All rights reserved. 28

  29. Slide 29: Entra Intelligence

    Entra Intelligence Smart Reliable Networks. Simplified Operations. Powered by AI. ASSURANCE O R C H E S T R AT I O N AI AGENTS System Health & Visibility Deployment & Workflow Automation Co-Pilots & Closed-Loop Optimization © 2026 Vecima Networks. Confidential & Proprietary. All rights reserved. 29

  30. Slide 30: Entra Intelligence

    Entra Intelligence Smart Reliable Networks. Simplified Operations. Powered by AI. One AI-powered software layer for assurance, orchestration and automation — across Vecima and third-party networks. Assurance Insights Agents Orchestration Workforce System health Diagnostics AI co-pilots Deployment Wo

  31. Slide 31: Why Invest?

    Why Invest? 1 Market leader addressing US$7B in serviceable broadband and content delivery markets Vecima is entering a new phase of accelerated Record revenue and Adjusted EBITDA with 30%–35% 2 growth—combining proven FY27 growth projected market leadership, powerful broadband and AI tailwinds, 3 A

  32. Slide 32: Technology leadership. Expanding markets.

    AI is reshaping broadband. Vecima is building the intelligent networks that make it possible. Technology leadership. Expanding markets. A new phase of profitable growth. TSX: VCM · invest@vecima.com · vecima.com · 201-771 Vanalman Ave, Victoria BC © 2026 Vecima Networks. Confidential & Proprietary.

  33. Slide 33: Vecima Networks, Inc.

    Vecima Networks, Inc. 201-771 Vanalman Avenue Victoria, BC, Canada V8Z 3B8 Tel: (250) 881-1982 Fax: (250) 881-1974 invest@vecima.com Toronto Stock Exchange: VCM 33 © 2026 Vecima Networks. Confidential & Proprietary. All rights reserved. © 2026 Vecima Networks. Confidential & Proprietary. All rights

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