5g Networks Limited · ASX:5GN
5g Networks — H1 2018 Earnings Presentation
9 slides from 5g Networks's earnings presentation, Aug 23, 2018
Slide 1: H1 FY18 Results Summary Presentation
H1 FY18 RESULTS SUMMARY PRESENTATION 23 August 2018
Slide 2: H1 FY18 Result: snapshot
H1 FY18 Result: snapshot Consistent execution against a clearly defined strategy continues to drive growth Financial Results1 Dividend Enterprise Services 3.5 cps (fully franked) Strong performance driven by structural growth Total Revenue for mobile applications and data & analytics; $112.4m (23.5
Slide 3: H1 FY18: operational highlights
H1 FY18: operational highlights Good progress is being made on major initiatives across the company • Development and launch of new brand and company identity • Moved into new offices in Melbourne and Sydney • Secured a new debt facility for the Group • New Chair appointed, Mr Andrew Reitzer commenc
Slide 4: Outlook: FY18 & FY19
Outlook: FY18 & FY19 ARQ Group is well placed to rebound in FY19 and continue to deliver earnings growth for shareholders Measure Revised FY19 Growth %1 (Aug 2018) SMB ES Group Pre AASB 15 Underlying EBITDA ($m) 37.9 – 39.9 Underlying EPS (cents per share) 14.7 - 15.9 Post AASB 152 Arq Group H1 2018
Slide 5: Outlook: FY18 & FY19
Outlook: FY18 & FY19 ARQ Group expects to deliver double digit growth in underlying EBITDA in FY19 • In H1 FY18 we successfully laid the foundations for continued growth and delivered on several major companywide initiatives including launching a new brand and company identity and moving into new of
Slide 6: Four major drivers: scorecard
Four major drivers: scorecard 1 2 Growth in multi-practice customers Increased share of enterprise • 69% revenue from multi-practice digital solutions market1 customers • ES digital solutions revenue grew • Multi-practice customers represent 42% 17% of total customer base • Growing at ~3x the rate o
Slide 7: H1 FY18: segment results
H1 FY18: segment results Strong growth in ES combined with full six month contribution from WME Group has delivered good growth for ARQ Group. Half year ended 30 June 2018 ES ∆% SMB ∆% Corporate Arq Group Revenue $61.0m 39.3% $51.4m 8.7% - $112.4m Gross Margin $30.8m 54.0% $32.7m 12.9% - $63.5m Oper
Slide 8: Summary
Summary • Strong H1 FY18 continues the trend of period-on-period growth; – revenue up 23.5% (4 year CAGR of ~17%) – underlying EBITDA up 12.0% (4 year CAGR of ~32%) – underlying EPS up 16.7% (4 year CAGR of ~24%) • H1 FY18 result is a story in two parts; – ES has had an exceptional first half, and i
Slide 9: Important notice and disclaimer
Important notice and disclaimer Summary information Effect of rounding This presentation contains summary information about the Company and its A number of figures, amounts, percentages, estimates, calculations of value activities and is current as at the date of this presentation. The information a