Genasys Inc. · NASDAQ:GNSS

Genasys — Investor Presentation (June 2022)

30 slides from Genasys's investor presentation, Jun 9, 2022

  1. Slide 1: Genasys Investor Presentation Summer 2022

    Genasys The Critical Communications Company Investor Presentation Summer 2022

  2. Slide 2: Forward-Looking Statements & Disclosures

    Forward-Looking Statements & Disclosures beep orhisoralnfomtoncortaned ert the mates sass are frac ockig stamens within the meaingof ‘econ 27Acf the Secures Act of 1923 nd Section 21E of the Sects charge Act of 834 You shout poe une ‘elonceon thee teers We bse these sateen on patiaorasumgtnstht weha

  3. Slide 3: Genasys At-a-Glance

    Genasys At-a-Glance (Nasdaq: GNSS) G cenasys: Global Provider of Critical Communications Systems and Solutions that Help Keep People Safe Consistent Revenue Growth 45 Million+ on $140M Global Users ease Market Cap a eee eo FY’21 ft sce oll | $4.1M/9% Enterprise oh Ge GD GD GD GA Adjusted EBITDA / Ma

  4. Slide 4: Rising Occurrence of Crises, Emergencies and Disasters

    Rising Occurrence of Crises, Emergencies and Disasters G cenasys Millions of people are threatened every day by natural disasters, pandemics, terrorism, active shooters, violent civil unrest, and other hazards $12 BILLION TAM Mass Notification $5.5 BN TAM SaaS $4.5 BN TAM Acoustic Hailing $2 BN TAM

  5. Slide 5: Comprehensive Critical Communications Platform

    Comprehensive Critical Communications Platform Fully Integrated Hardware and Software Solutions Primed to Grow Our Business ay Zonehaven + GEM News National Emergency Warning Systems Software Cellroodcast & Location bse SMS alerts dentoyment on mobile IMNS Telecomnetweods Integrated Mass Notificatio

  6. Slide 6: Global Leader in Acoustic Hailing Devices (LRAD)

    Global Leader in Acoustic Hailing Devices (LRAD) G cenasys Long Range Acoustic Devices (LRAD) ) * Innovators of LRAD, introduced in 2003 + Rugged, reliable, easy to operate mass notification systems ~— * Projects audio messages with exceptional clarity from close range out to 5,500 M LRAD Applicatio

  7. Slide 7: GEM — Genasys Emergency Management SaaS Solutions

    GEM — Genasys Emergency Management SaaS Solutions Keeping people informed through real-time, multichannel alerting Multi-Channel Alerting Cloud-based Saas solution adds an intuitive layer onto existing physical and digital infrastructure G Cenasys GEM is currently used by cities, counties, agencies

  8. Slide 8: Zonehaven SaaS Platform Acquisition

    Zonehaven SaaS Platform Acquisition G cenasys + Empowers public safety agencies and communities with tools to execute timely evacuations and orderly — ) * Stand-alone service and integrated into GEM platform + Competitive advantage for landing GEM, IMNS and NEWS ~~ * Bridges the gap between first re

  9. Slide 9: Integrated Mass Notification System (IMNS)

    Integrated Mass Notification System (IMNS) G cenasys Unifies Software, Hardware, Sensor Inputs, and Output Channels “ering Chora Movie nr ‘Standor ALERTING Feoture: @. = 4 8 + GEM command-and-control generates alerts: —Telecommunications / electronic (SMS, voice, mobile app, social media, etc.) Sj o

  10. Slide 10: National Emergency Warning Systems (NEWS)

    National Emergency Warning Systems (NEWS) oeistem., Solves Every Governments’ Increasing Need to Communicate During ewemit® Critical Events Integrates software, hardware and data with unique competitive advantages + Mobile carrier NEWS Alert Delivery enabled for both SMS and Cell Broadcast + Flexibi

  11. Slide 11: Genasys Software & IMNS Solutions Help Protect Over 45 Million People Globally

    Genasys Software & IMNS Solutions Help Protect Over G Cenasys 45 Million People Globally Enterprise US State, Local, and Education (SLED) International Global Automaker

  12. Slide 12: Investing to Boost Growth and Improve Profitability

    ° : Investing to Boost Growth and Improve Profitability G conosie FY2022 — FY 2023 FY 2024 - 2025 Building Foundation to Ramp SaaS Revenue ‘Adding SW engineering staff, sales team, and business development offices in key regions Increasing SaaS & IMNS Growth > Improving Profitability Metrics Expandi

  13. Slide 13: Zonehaven SaaS Growth Lever

    ZONEHAVEN SaaS GROWTH LEVER Revenue Catalyst with Significant Competitive Advantages + Unique Saas platform + Integrated into GEM platform software layer + Gross selling GEM to Zonehaven customers and upselling Zonehaven to GEM customers Growth Since Acquisition? +156% +443% Law enforcement ‘custion

  14. Slide 14: GEM SaaS Growth Lever

    GEM SaaS GROWTH LEVER Evolving Corporate View of Crisis Management + Increasingly connected and safety-focused work and business + Organizations require more sophisticated crisis event management solutions + Corporate use cases constantly evolving to address company needs and. employee safety Large

  15. Slide 15: IMNS SaaS Growth Lever

    IMNS SaaS GROWTH LEVER Comprehensive Emergency Warning & Response Solution + Input sensors, GEM software, multiple output channels + Communicates emergency warnings across multiple platforms in realtime + Provides at risk individuals, groups and large populations ‘multiple means of receiving life sa

  16. Slide 16: Significant Bookings and Backlog Growth

    Significant Bookings and Backlog Growth ‘Senn 7

  17. Slide 17: Consistent Revenue Growth with Positive Adj. EBITDA

    Consistent Revenue Growth with Positive Adj. EBITDA G Cenasys “Growth Spending” impacting near-term EBITDA as We Add Resources to Support SaaS Growth Strategy sa70 $43.0 $370 $263 $203 $164 [ ms m7 mas (sine Revenue Record revenue trend expected to continue in FY'22 9% Adjusted EBITDA Margin in FY21

  18. Slide 18: Long-term Economic Model

    Long-term Economic Model Revenue Growth, Higher Gross Margin and Scale Improves Profitability Revenue Drivers in the Next 3-5 Years: + Macro backdrop increasing demand for Critical Communications + Growing software pipeline drives revenue growth and margin lift + Zonehaven greenfield opportunity in

  19. Slide 19: Targeted Opportunities for Accelerated Growth

    Targeted Opportunities for Accelerated Growth G conasis Multiple Paths to Software/SaaS Revenue Expansion ‘Sources Revenue Growth in Next 3-5 Years to $80 M ——— Opportunities , Y Increasing GEM and Zonehaven expansion in domestic SLED and Enterprise Y Expansion of IMNS Y International GEM and Zoneha

  20. Slide 20: California Counties and Cities Covered

    7 Counties ~60 Cities 4 Million CA residents covered

  21. Slide 21: Expansion of Zonehaven, GEM, IMNS in California

    Expansion of Zonehaven, GEM, IMNS in California G cenasys: / Genasys Installations as of June 2022 * 19 Counties e° ~250 Cities e 9.3 Million CA residents covered Additional Counties & Cities currently in contract cycle 7

  22. Slide 22: Genasys Investment Highlights

    Genasys Investment Highlights G Cenasys Proven Track Record of Execution ~ Winning large, multi- year contracts with municipalities, governments, military and defense organizations, and commercial enterprises globally Multiple Growth Levers ~ Grow Saas SLED and enterprise revenue with GEM, Zonehaven

  23. Slide 23: Appendix

    Genasys The Critical Communications Company APPENDIX

  24. Slide 24: Global Support for Our Customers

    Global Support for Our Customers Helping Address a Global Problem em | Asatte Genasys ‘communications Over 100 reps and resellers Canada Uc around the world ny + New offices and staff added in 2021 - Canada, Dubai, Puerto Rico, and Singapore Genasys Inc. Headquarters Genasys Genasys Puerto Rico LLC

  25. Slide 25: Track Record of Delivering Innovation, Trust and Safety

    Track Record of Delivering Innovation, Trust and Safety G cenasys Trust As the inventors of LRAD, 2003 = 2012 208 = =62020 = 2021 Genasys is a known and trusted leader in the critical communications space Safety Genasys provides timely First First voice-based Mass Enterprise Zonehaven information an

  26. Slide 26: Australia's Unified Multi-Channel Software System

    Australia’s Unified Mul Software System 0 PROBLEM REACTION Severe heatwave, drought and + National outcry that the wind gusts up to 100 km/h ‘Australian government had combined to fuel Australia's failed to adequately warn the deadliest bushfires on February public 7, 2008, injuring 414 people and c

  27. Slide 27: GEM Case Study: Enterprise Critical Communications

    GEM Case Study: Enterprise Critical Communications G conasis Solution for a Global Automaker al aspilacil AGlobal Automaker an improved solution to manage workplace incidents + Softwar that lows employes to report a workplace incident or security breach + Enable managers toquchly respond and deploy

  28. Slide 28: GEM Case Study: Salvation Army

    GEM Case Study: Salvation Army ation Army's 10 community center 13 states Changing r nents and conditions during the pandemic volunteers COVID-19 INTERACTIVE LIVE MAP 23 Aug 2021 10.188.4723,00n028 4,056,028 iio: $3,007,590 59-298925 800.835 G Genasys

  29. Slide 29: IMNS Case Study: Laguna Beach Emergency Warning System

    IMNS Case Study: Laguna Beach Emergency Warning System + Faced with multiple public safety threats, the City of Laguna Beach required a city-wide ‘emergency warning system capable of providing residents and visitors critical ‘notifications and instructions + system needed cover large areas, be capab

  30. Slide 30: Thank You

    Genasys The Critical Communications Company THANK YOU! Investor Relations contact: Kim Rogers Hayden IR Kim@Haydenl 385-831-7337 A

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