Spire Global, Inc. · NYSE:SPIR
Spire Global — Deutsche Bank Global Space Summit (2022)
11 slides from Spire Global's conference presentation, 2022
Slide 1: Deutsche Bank Global Space Summit
Deutsche Bank Global Space Summit Spire Global (NYSE: SPIR)
Slide 2: Disclaimer and Forward-Looking Statements
DISCLAIMER AND FORWARD–LOOKING STATEMENTS This presentation contains forward-looking statements within the meaning of Section 27A of the Securities Act of 1933 and Section 21E of the Securities Exchange Act of 1934. Forward-looking statements generally relate to future events or our future performan
Slide 3: Business Overview
Founded: 2012 Business Overview (NYSE:SPIR) NYSE Listed: 2021 100+ Satellites in-orbit 400+ Employees from 45+ countries 30+ Ground stations 8Offices across 3 70+ continents >715 Antenna systems 30+ Launch Campaigns with ARR Solution Customers in ~60 countries ten providers 350+ $103.0m FY22 ARR Mid
Slide 4: Three Unique Satellite Categories
Three Unique Satellite Categories Talking Looking Listening Communications Imagery Radio Frequencies Spire owns and operates the world’s largest constellation of listening satellites • Global coverage, 100+ times a day, including remote regions like oceans & poles(1) • Software defined nature fuels
Slide 5: Providing Data to Customers Representing ~$100B TAM
Providing Data to Customers Representing ~$100B TAM We help customers grow their business faster, more profitably, and more sustainably Current and Target Industries Aerospace Agriculture Automotive Aviation Construction Govt. Govt. Academia Energy Fishing (Civilian) (Defense) Financial Services Ins
Slide 6: Spire's Four Levels of Service Capture the Full Value Chain
Spire’s Four Levels of Service Capture the Full Value Chain Always-on constellation and ‘collect once - sell many times’ model create exceptional operational leverage LEMUR Collect Once 3rd Party AI / ML / Proprietary Sell Many Times Data Algorithms Clean Smart Predictive Solutions Data Data Analyti
Slide 7: Spire's ARR Growth Compares Favorably With Best-in-Class SaaS Companies
Spire’s ARR Growth Compares Favorably With Best-in-Class SaaS Companies Annual Recurring Revenue Evolution Years from $1 million to $100 million ARR(1) ($ in millions) ($ in millions) 103.0 70.8 36.2 17.7 8.4 1.6 2017 2018 2019 2020 2021 2022E Source: BVP Nasdaq Emerging Cloud Index; https://web.arc
Slide 8: Strong Q3 2022 Results
Strong Q3 2022 Results Relentless drive towards positive free cash flow Q3 2021 Results Q3 2022 Results YoY Improvement Annual Recurring Revenue $45.2M $98.1M +117% Revenue $9.6M $20.4M +114% Adjusted EBITDA1 ($11.5M) ($8.3M) +3.2M Adjusted EBITDA Margin1 (121%) (41%) +80 pts Operating Loss ($17.4M)
Slide 9: Methodical progression towards profitability
Methodical progression towards profitability Continued revenue growth driving path to profitability 1) * Non-GAAP measure; see slide 11 for definitions and reconciliation of such measure 99
Slide 10: Thank you!
Thank you! From our team, to yours. 10
Slide 11: Non-GAAP Definitions & Reconciliation
Non-GAAP Definitions & Reconciliation In addition to financial measures prepared in accordance with GAAP, this presentation and the accompanying tables contain, and the conference call will contain, non-GAAP financial measures, including non-GAAP gross profit, non-GAAP research and development, non-
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