The Glimpse Group, Inc. · NASDAQ:GGRP
The Glimpse — Investor Presentation (May 2023)
37 slides from The Glimpse's investor presentation, May 2023
Slide 1: Corporate Presentation
Corporate Presentation May 2023 Copyright 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 Virtual and Augmented Reality (VR & AR) Software & Services companies. Glimpse Structure Scale & Capital Structure Unique Platform Strategy Intellectual Property • IPO July 1, 2021; Nasdaq VRAR • O
Slide 4: Investment Thesis
Investment Thesis Diversified Exposure to an Emerging Tech Sector Multiple Exit & Dynamic Growth Monetization Venues Industry VR & AR will Fundamentally Transform how Businesses Interact Deep Domain Expertise Capitalize on & IP Portfolio Significant First Mover Advantages and Scale Only pure play, Na
Slide 5: VR/AR is Expected to Grow Rapidly...
VR/AR is Expected to Grow Rapidly... Global VR/AR Revenue Projection The VR/AR Industry is Projected to grow to over $35B by 2023 35 36.6 Virtual Reality (VR) -2 3 21 30 20 User enters and interacts in GR with a fully immersive y CA 25 t r digital reality, away from u s 25.3 Ind their immediate phys
Slide 6: As Key Inflection Points have been Reached, Major Industry Players Enter
As Key Inflection Points have been Reached …Major Industry Players Enter Computation Motion Display 5G Network Content Hardware Artificial Power (GPU) Tracking Technologies Deployments Creation Costs Intelligence Increasing Adoption Copyright the Glimpse Group 2023© 6
Slide 7: 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. Defence Companies Institutions Food Company Pharma Brands Media & Industrial Copyright the Glimpse Group 2023© 7
Slide 8: The Metaverse Tech Cycle
The Metaverse Tech Cycle Digital to Immersive HTC VIVE & NFTS OCULUS RIFT Nvidia METAVERSE DEVELOPMENT OCULUS OCULUS 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 LAPTOPS I
Slide 9: Glimpse's Vision & Competitive Advantages
Glimpses Vision & Competitive Advantages Become THE premier VR & AR software and services company, with a global footprint Leverage Diversification position to and risk accretively add Glimpse is the first mitigation Glimpse is a Nasdaq-listed VR / AR companies significant player pure play, in the V
Slide 10: Innovative Platform Model
Innovative Platform Model Strong Alignment of Interests Propel Value Creation Glimpse’s Strategy is Designed to: • Owns Each Subsidiary • Create Joint Synergies and • Ownership in Parent Economies of Scale Company • Robust VR / AR Ecosystem • Minimize Redundancies • Collaborates in Diverse VR / AR •
Slide 11: 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 12: XR Utilization
XR Utilization Copyright the Glimpse Group 2023© 12
Slide 13: AI/Cloud Computing Initiative
AI/Cloud Computing Initiative Copyright the Glimpse Group 2023© 13
Slide 14: Expanding IP & Technology Platform
Expanding IP & Technology Platform Virtual & Augmented Reality 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 deve
Slide 15: Copyright the Glimpse Group 2023©
Copyright the Glimpse Group 2023© 15
Slide 16: 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 17: Executive Team
Executive Team Lyron Bentovim Maydan Rothblum Jeff Meisner James Watson DJ Smith Tyler Gates President & CEO CFO & COO CRO CMO CCO Chief Futurist 25 years of executive 20 years of finance/ops 25+ years of executive 20+ years of marketing VR/AR expert, Founder and General leadership experience. leade
Slide 18: 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 19: Key Takeaways
Key Takeaways Immersive Technology Platform Company Intellectual Property Emerging Growth Industry Only Nasdaq-listed pure Robust Ecosystem Highly Diversified play, diversified, VR/AR • Substantial VR/AR IP • VR/AR has significant publicly trading company • Dynamic, collaborative,with • Wholly owned
Slide 20: 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 Copyright the Glimpse Group 2023© 20
Slide 21: Appendix
Appendix Copyright the Glimpse Group 2023© 21
Slide 22: 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 23: 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 24: 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 25: 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 26: 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 27: Use Cases
Use Cases Copyright the Glimpse Group 2023© 27
Slide 28: 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 29: 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 30: 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 purchasin
Slide 31: 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 32: 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 33: 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 34: Helping Educators Bridge the Virtual Reality & Augmented Reality 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 35: 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 36: 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 37: 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