Inseego Corp. · NASDAQ:INSG
Inseego — Needham Growth Conference 2021
21 slides from Inseego's conference presentation, January 2021
Slide 1: #PUTTING5GTOWORK – Needham Growth Conference
#PUTTING5GTOWORK Needham Growth Conference January 2021
Slide 2: Safe Harbor
Safe Harbor Safe Harbor Statement The following presentation contains statements about expected future events that are forward-looking and subject to risks and uncertainties. For these statements, we claim the safe harbor for “forward-looking statements” within the meaning of the Private Securities
Slide 3: Inseego Overview
Inseego Overview Dan Mondor, CEO 3
Slide 4: Quick Facts
Quick Facts NASDAQ: INSG • Leader of 5G connectivity Platforms • Incorporated 1996; $1.4Bn Market Cap • Customers: • Service Providers, Fortune 500 Enterprise, Fixed Wireless, Enterprise Consumers, Government and First Responders Mobile, IIoT SaaS Device-to-Cloud • Patent innovations shaping mobile
Slide 5: Long History of Industry Firsts
Long History of Industry Firsts Innovator in Every Generation of Wireless Technology 2G 3G 4G 5G TODAY 1990’s 2000’s 2010’s Mobile Data Multiple Innovative Market Highest Performance First Commercial Firsts for Fixed & Mobile in the Market 5G Devices FIXED WIRELESS 32 OPERATORS – WLAN/UMTS WORLD’S F
Slide 6: 5G is the Industry Equalizer
5G is the Industry Equalizer Generational Opportunity for Carriers and Enterprise Carriers • Opportunity to be ubiquitous with connectivity – adding speed to mobile flexibility • Efficiently compete with ISPs for Enterprise and consumer solutions • Accelerated return on CapEx spending Enterprise • B
Slide 7: Convergence of Major Demand Drivers
Convergence of Major Demand Drivers Secure, Reliable, Fast 5G Connections Enabled By Inseego Accelerated Bandwidth Consumption (U.S.) Migration to 5G: Ramping 2x Faster Than Previous Generations Surge in demand for mobile hotspots Global Data Traffic in Exabytes / Month Video conferencing up 500% (T
Slide 8: Multi-Billion Dollar Enterprise Market Opportunity
Inseego Enterprise Market Opportunity * 5G Service Provider Market (excludes smartphones) 5G Enterprise Market >$12B Multi-carrier 5G >$40B WAN appliances Security Mobile Broadband Software Solutions Edge AI 5G Video Applications FWA Multi-Billion Dollar Revenue Opportunity 8 *Source: Grand View Res
Slide 9: Inseego Evolution
Inseego Evolution 2017-2019 2020 2021- Onwards INSEEGO 1.0 INSEEGO 2.0 INSEEGO 3.0 • Restructure cost base; • Deliver first “second generation” • Enter 5G enterprise market to “secure the exit non-core business 5G hotspot product to Verizon edge” with Inseego technology • Enterprise, SMB, Private Ne
Slide 10: 5G Solutions Overview
Inseego 5G Solutions Overview Inseego Manage™ Cloud Solutions • Subscribe • Connect • Secure Mobile Broadband Indoor FWA Outdoor FWA 10
Slide 11: Inseego Manage Platform
Inseego Manage™ Platform Manage Subscriptions Manage Devices Complex telecom procurement, Enterprise-wide device billing, and asset management monitoring, configurations, tailored for enterprises alarms and analytics Manage Security Manage Future Protect and mitigate security Protect and mitigate se
Slide 12: Leading U.S. Industrial & Construction Supply Company
Leading U.S. Industrial & Construction Supply Company Market Cap: ~ $20B Kiosk Machines: 100K+ Nationwide Desired Outcomes: • Location (GPS) • Network Optimization • Cost Reduction • Support Future Video Applications Solution: Skyus 160, Inseego Connect 12
Slide 13: 5G: Why We Win
Inseego 5G: Why We Win Superior Technology Differentiation Design Performance Cybersecurity • High-Performance RF Engine • Superior Link Budget • Designed-in at Product’s Core • Chip Onboard Platform Design • 5G Sustained Throughput • 3rd Party Tested • Thermal Management • 20 bits/s/Hz (2Gbps) • Ad
Slide 14: Blue Chip Customers and Partners
Blue Chip Customers and Partners Enterprise & Gov. South Africa 4G/5G Carrier Customers Technology Partners Note: Selection of customer and partner logos. Source: Inseego website. 14
Slide 15: Inseego is Enabling 5G Possibilities for Enterprise & Carriers
Inseego is Enabling 5G Possibilities for Enterprise & Carriers “5G Built Right” The Industry’s Most Robust Powering IoT Use Cases 5G Devices Enabling True Real Time Simplifying 5G Enterprise Communications Through Ultra Low Deployments With Complete Latency Solutions Cybersecurity Solutions For Maxi
Slide 16: Finance Update
Finance Update Craig Foster, CFO 16
Slide 17: Inseego Evolution
Inseego Evolution Pre 2018 2020 and Beyond Markets • Primarily Verizon • Global Carriers and Enterprise Products • 4G Mobile Hotspots • 4G/5G Mobile Hotspots, FWA, IOT Access and Software • Enterprise Channel, US Carrier Go-to-Market • US Carrier RFPs RFPs, International Carriers Revenue Model • Har
Slide 18: Key Innovations Lead to Improved Operating Leverage
Key Innovations Lead to Improved Operating Leverage Major Transitions in Development Focus Comprehensive Next generation cloud internally-developed solutions portfolio module to reduce R&D expense RF Engine Over 3M subscribers on our cloud platforms Scales quickly to global carriers Highly integrate
Slide 19: Recurring Revenue Built for Enterprise
Recurring Revenue Built for Enterprise Changing the Financial Value Proposition Software Hardware Support Enterprise Benefits • Lower Total Cost of Ownership • Predictable OPEX vs CapEx • Continued engagement with leading SLAs • Single pane of glass for management / support / analytics Inseego Manag
Slide 20: Growth Catalysts
Growth Catalysts Global Expansion 1 • Numerous Tier 1 carrier wins and in various stages of product launch • Investment in international sales and marketing Platform Product Expansion 2 • • Developing 5G platform that scales into diversified markets New 2nd generation 5G products for carriers and en
Slide 21: Thank You
Thank You Want to learn more? ir@inseego.com 21