Globalstar, Inc. · NASDAQ:GSAT
Globalstar — Investor Presentation (November 2023)
26 slides from Globalstar's investor presentation, November 2023
Slide 1: Company Overview November 2023
Company Overview November 2023
Slide 2: About Globalstar
About Globalstar Globalstar empowers its customers to connect, transmit and communicate in smarter ways – easily, quickly, securely, and affordably – offering reliable satellite and terrestrial connectivity services as an international telecom infrastructure provider. The Company’s LEO satellite con
Slide 3: XCOM
XCOM Globalstar has announced that Paul E. Jacobs, Ph.D., founder and CEO of XCOM Labs and former CEO and Executive Chairman of Qualcomm, has been appointed CEO of Globalstar. Dr. Jacobs also has been appointed to Globalstar’s Board of Directors. In conjunction with Dr. Jacobs’ appointment, Globalst
Slide 4: Senior management team
Senior management team Wen Doong Dr. Paul Jacobs Matt Grob Peter Black Sr. VP, Chief Executive Officer Chief Technology Officer Chief Scientist Engineering & Operations Barbee Ponder Tim Taylor Rebecca Clary General Counsel & Kyle Pickens Chief Financial Officer VP of Strategy VP of Finance, Vice Pr
Slide 5: Investment highlights
Investment highlights Flagship Service Agreement announced in September bringing a communications industry changing critical wholesale 1 service 2 Set of unique & unreplicable satellite assets & worldwide spectrum authorizations in multiple favorable bands 3 Globalstar expects that its wholesale bus
Slide 6: Globalstar: next-generation international telecommunications infrastructure provider and technology disruptor
Globalstar: next-generation international telecommunications infrastructure provider and technology disruptor 6 Connect smarter
Slide 7: Benefits of Globalstar’s satellite system
Benefits of Globalstar’s satellite system Mid-band spectrum for mobility Available system capacity in retained 15% to support IoT growth Allows for small, lower cost and energy efficient terminals Bent pipe architecture allows for on ground upgrades Satellite coverage across ~99% of world’s populati
Slide 8: Global footprint & ground infrastructure
Global footprint & ground infrastructure Globalstar International Terrestrial Status Terrestrial Authority Obtained Kilingi-Nomme, Estonia Nemea, Greece Dublin, Terrestrial authority in U.S., Wasilla, AK Ireland Canada, Spain & Brazil is 11.5 MHz. High River, Authority over South Africa, Canada Bots
Slide 9: Four pillars of value
Four pillars of value Our value creation strategy to drive value is divided into four pillars, the foundation for a telecom infrastructure company offering satellite and terrestrial connectivity around the globe. 1 2 3 4 Wholesale satellite Terrestrial wireless Commercial IoT Legacy services capacit
Slide 10: Wholesale satellite capacity
Wholesale satellite capacity Globalstar expects to continue to develop wholesale customer opportunities using its available satellite capacity for IoT and other strategic initiatives. 10 Connect smarter
Slide 11: Retained satellite capacity
Retained satellite capacity Globalstar’s retained satellite capacity can support its existing and future customers, while allowing an approximately fifty- fold increase in its own subscriber base (depending on composition of active terminals) following recent and planned investments in the Company’s
Slide 12: Terrestrial wireless
Terrestrial wireless Band n53 is a uniform and increasingly “borderless” spectrum resource. Globalstar can monetize Band n53 across multiple commercial applications, which its partners, including cable companies, legacy or upstart wireless carriers, system integrators, utilities and other infrastruc
Slide 13: 3GPP Band 53 (S-Band) spectrum detail
3GPP Band 53 (S-Band) spectrum detail 5G applications will drive material growth in mobile data usage. Keeping pace with network bandwidth demands and high service quality requires more mid-band licensed spectrum. Technical • Utilizes TD-LTE eliminating the need for paired spectrum • No build out re
Slide 14: Band 53 ecosystem
Band 53 ecosystem Globalstar has developed an impressive and growing list of companies helping to drive Band 53 towards commercialization. 14 Connect smarter
Slide 15: Terrestrial wireless opportunities
Terrestrial wireless opportunities Private wireless Things Operational technology Private LTE Operational technology Operational assets Sensors & actuators Network infrastructure Cloud IT Logistics assets Edge nodes On-premise IT • Secure proprietary wireless networks tailored for enterprise, transp
Slide 16: Commercial IoT
Commercial IoT Globalstar is developing IoT initiatives that take advantage of satellite and terrestrial wireless technologies and will introduce two-way modules and NTN standardization to meet the growing direct-to-device connectivity demands across several sectors and use cases. 16 Connect smarter
Slide 17: Direct-to-Device Satellite IoT NTN Market
Direct-to-Device Satellite IoT NTN Market https://data.gsmaintelligence.com/api-web/v2/research-file-download?id=69042417&file=220322-Satellite-2.0-going-direct-to-device.pdf 17 Connect smarter
Slide 18: Direct-to-Device Satellite IoT NTN Market
Direct-to-Device Satellite IoT NTN Market https://data.gsmaintelligence.com/api-web/v2/research-file-download?id=69042417&file=220322-Satellite-2.0-going-direct-to-device.pdf 18 Connect smarter
Slide 19: Private 5G Market
Private 5G Market 19 Connect smarter
Slide 20: Commercial IoT products
Commercial IoT products 2-way multimode STX-3 SmartOne C SmartOne Solar ST100 ST150 module and modem • Company’s smallest • Tracking of assets • Tracking of assets • Launched in 2020 • Recently commenced • Currently under M2M satellite • Line powered or • Solar power recharges • Latest satellite pro
Slide 21: Realm Edge solutions – devices & modules
Realm Edge solutions – devices & modules Globalstar has brought its decades-long heritage of innovation to deliver a complete edge-to-endpoint solution. We call it the Realm Enablement Suite. For asset tracking and telematics applications that generate smart data at the edge and deliver with reliabi
Slide 22: Key IoT verticals
Key IoT verticals Vertical Illustrative Use Cases Key Partners • Tracking location of various field assets • Remote monitoring of pumps & compression • Tank level monitoring equipment • Leak detection and pipeline integrity • Flow, pressure and temperature monitoring Connected Oil at the well head F
Slide 23: Legacy services
Legacy services Globalstar is committed to its legacy satellite business and serving its current subscriber base while offering future innovations in MSS. Existing Duplex and SPOT customers are expected to benefit from expanded capacity through additional ground infrastructure and satellites which i
Slide 24: Legacy products
Legacy products Consumer / SPOT Voice & Data / Duplex SPOT Trace SPOT X SPOT Gen4 GSP-1700 • Tracking of assets beyond terrestrial • Two-way messaging with SPOT • Next generation SPOT Satellite GPS • Full voice / data capabilities coverage tracking and emergency capabilities Messenger • GSP-1700 -co
Slide 25: Legacy products
Legacy products Globalstar is an innovator and leader in life-saving emergency rescue products and services, including its SPOT line of products which connect people and assets in remote locations around the globe. 25 Connect smarter
Slide 26: Contact us
Contact us Investor contact information investorrelations@globalstar.com 26 Connect smarter