Sensen Networks Ltd. · ASX:SNS
Sensen Networks — Shareholder Meeting (December 2020)
33 slides from Sensen Networks's shareholder meeting presentation, Dec 2, 2020
Slide 1: AGM 2020
AGM 2020 2 December 2020 ASX: SNS OTCQB: SNNSF Enter
Slide 2: World leader in AI-powered productivity & safety solutions
World leader in delivering most accurate, affordable and adaptable AI-powered productivity & safety solutions to Cities, Citizens and Corporations 2 MAKING CITIES SMARTER
Slide 3: Highlights: Growth Despite COVID-19
• Significant cost controls lead to a robust response to Highlights • Significant cost controls lead to a robust response to COVID-19 impact COVID-19 impact • Highly likely to be cash-flow positive •• Likely On tracktotobe beaprofitable record year for to - subject keycontinued financialmomentum met
Slide 4: Highlights: Growth Despite COVID-19
• Growth driven by new ground-breaking innovations to provide disruptive price-based SaaS solutions: • Gemineye smartphone-based smart city monitoring Highlights • Significant solutionscost controls lead to a robust response to COVID-19 impact •• Highly likely tocomputing-based Distributed be cash-f
Slide 5: Highlights: Growth Despite COVID-19
• Commercialisation of smartphone based analytics product line and many variants of the Gemineye product to meet Highlights varied market • Significant costrequirements controls lead toina robust a complete SaaS response model impact to COVID-19 • •Highly Solarlikely powered, Handheld, to be cash-fl
Slide 6: Highlights: Growth Despite COVID-19
• Casino customers order additional software and services Highlights despite slowdowns • Significant cost controls lead to a robust response to COVID-19 impact • Highly likely to be cash-flow positive • Solaire • On track (Philippines) ordered to be profitable additional - subject tables to continue
Slide 7: SenSen Technology Components
SenSen Technology Components Cameras Deep Machine IoT – Sensors Computer Vision Learning Data Fusion Cloud Data Science Algorithms Object detection Bringing Together Leading Edge AI Technologies into a single reconfigurable platform – SenDISA & Tracking 7 MAKING CITIES SMARTER
Slide 8: Market Opportunity
Market Opportunity 8 MAKING CITIES SMARTER
Slide 9: SenSen IP – The SenDISA Platform
Market Specific SenSen IP – The SenDISA Platform Solutions 10+ years in the making with multiple patents awarded and pending Road Safety Tolling Roads and Parking Traffic Analytics REST API, SQL, SOAP, JSON, File Exchange Cameras Smart Phones Civic Compliance Integration APIs Sensors Sensor API Ente
Slide 10: SenSen Key Differentiators
High accuracy solutions ~100% • Essential to automate processes that are currently done manually • Competitor solutions are not accurate enough to automate SenSen processes • Significant cost controls lead to a robust response to COVID-19 impact Holistic solutions • Highly likely to be cash-flow pos
Slide 11: Key Markets: Smart Cities Operations (Roads & Parking)
Key Markets: Smart Cities Operations (Roads & Parking) Current Use Cases Predominantly Inefficient and Time Costly Manual Consuming • Asset Audits • Curb Management • Enforcement operations • Traffic surveys • Surveillance operations Current Challenges Overcome by SenSen Solutions 11 MAKING CITIES S
Slide 12: Mobile Automated City By-laws Enforcement
Mobile Automated City By-laws Enforcement 12 MAKING CITIES SMARTER
Slide 13: Brisbane City Council and Calgary City Deployments
Brisbane City Council and Calgary City Deployments 13 MAKING CITIES SMARTER
Slide 14: City of Las Vegas Deployment
City of Las Vegas Deployment 14 MAKING CITIES SMARTER
Slide 15: CCTV based City By-laws Enforcement
CCTV based City By-laws Enforcement Singapore & Brisbane Deployments 15 MAKING CITIES SMARTER
Slide 16: Value Added Solutions
Value Added Solutions • Sign & Asset Audits • Traffic Surveys 16 MAKING CITIES SMARTER
Slide 17: Road Safety Solutions
Road Safety Solutions Speed Enforcement and Distracted Driver Detection and Enforcement Solutions 17 MAKING CITIES SMARTER
Slide 18: Key Markets: Smart Cities Operations (Buildings & Spaces)
Key Markets: Smart Cities Operations (Buildings & Spaces) Current Use Cases Predominantly Inefficient and Time Costly Manual Consuming • Table game operations • Anti-Money Laundering • Accurate Player Ratings • Traffic surveys, people counting, occupancy heatmaps • Surveillance operations & loss pre
Slide 19: MAKING CITIES SMARTER
Highest accurocy with no. 0 layout, chips, lift your game Stand #2236 for a live demo Visit us during G2E Veges ot ) sensennetworks
Slide 20: Other Markets With Similar Challenges
• Surveillance Operations – Airports, Shopping Centers, Prisons, Retail Other Markets • Manufacturing • Logistics – Warehouses With similar • Mining Challenges • Brick and Mortar - Retail • Elderly Care Facilities
Slide 21: Revenue Sources
Revenue Sources Majority of Software License – SaaS Annual Recurring Revenue our Revenue (over 60%) is • Edge analytics software Annual Recurring • Back office software and growing Hardware • Prepackaged Hardware Solution Professional Services – Upfront & Ongoing on need basis • Technology Trials •
Slide 22: Current Customers and Use Cases
Current Customers Generating ARR Customers Parking Clean & Green Road Safety Tolls & Traffic Infra Audits Public Safety Las Vegas, USA x x Calgary, CA x Current Edmonton, CA Brisbane, AU x x x x Customers Gold Coast, AU Cairns, AU x x x and Use Geelong, AU Tweed Heads, AU x x x Hills Shire, AU x x C
Slide 23: Technology Trials in Progress
Customers Parking Clean & Road Tolls & Infra Customer Activity Green Safety Traffic Audits Tracking Chicago x x Technology Mornington Adelaide x x x x x Trials in Brisbane x x Progress Melbourne TMR, QLD x x x Singapore x x Dubai x Potential Future UK - City x ARR customers UK - Casino x India x Not
Slide 24: Financial Highlights
• As of November 2020, contracted total revenue has now grown to ~$6.0m for FY2021 (up from previous guidance Financial of ~$5.6m), of which $3.3m is ARR • As of November 2020, we have 21 customers generating Highlights ARR; grew from 16 in FY 2020, and 8 in FY 2019 • ARR is ~55% of our total revenu
Slide 25: Total Revenue & ARR
Total Revenue & $7,000,000 Total Revenue & ARR 0.6 60% ARR $6,000,000 $5,000,000 50% 0.5 0.4 $4,000,000 30% 0.3 $3,000,000 20% • FY 2021* numbers are $2,000,000 0.2 unaudited numbers based on 10% 0.1 existing contracts as at $1,000,000 30 Nov 2020 $0 0% 0 • Additional contracts awarded FY 17 FY 18 F
Slide 26: ARR Growth Profile
ARR Growth $3,500,000 ARR by Region Profile $3,000,000 $2,500,000 $2,000,000 • FY 2021* numbers are $1,500,000 unaudited numbers based on $1,000,000 existing contracts as at 30 Nov 2020 $500,000 • Additional contracts awarded or $0 modifications to existing FY 17 FY 18 FY 19 FY 20 FY 21* customer co
Slide 27: Scaling SenSen Business
Near Term • Invest into marketing and sales channel development Scaling • Invest into productization of our world leading products to be sales/distribution channel ready SenSen • Accelerate customer growth in smart cities and casino Business market verticals • Target and achieve 100+ customers gener
Slide 28: Distribution Network Driving Growth Through Partnerships
Distribution Network Driving Growth Through Partnerships ANZ Singapore North America EMEA India 6+ 6+ 2 3 2 28 MAKING CITIES SMARTER
Slide 29: Corporate Snapshot & Share Register
Corporate Snapshot & Share Register ASX STOCK CODE SNS OTCQB STOCK CODE SNNSF ASX Listing date 18-Oct-17 Share register Share price as at 1 Dec 2020 A$0.14 Issued shares 460.85m HNW and retail investors 33% Unlisted options (A$0.155 – A$0.45) 31.4m 51% Institutional and Fully diluted market cap A$69
Slide 30: Founder & CEO – Dr. Subhash Challa: Industry Leadership
Founder & CEO – Dr. Subhash Challa Industry Leadership • Incubated the company @ the University of Technology Sydney (2005-2006) • Spun off the company with Seed Investments from Saphet Capital (2007) • Raised strategic investments from Speedshield Holdings and other investors (2014) • Jointly led t
Slide 31: Founder & CEO – Dr. Subhash Challa: Academic Leadership
Founder & CEO – Dr. Subhash Challa Academic Leadership SenSen's international team of over 100 outstanding software engineers, technologists and project managers are led by the Company's world-leading expert in AI, data fusion and object-tracking, Dr Subhash Challa Ph.D. – Aerospace & Electronics Sy
Slide 32: Board of Directors
Board of Directors CEO COO Executive Director Non-Executive Director Dr. Subhash Challa Mr David Smith Ms Heather Scheibenstock Mr Zenon Pasieczny Subhash is a world leading With an extensive background advising Heather has over 25 years’ experience Zenon is an experienced venture capital authority
Slide 33: www.sensennetworks.com
Level 1, 9 Harper Street, 3 Spring Street, HSR Summit Abbotsford Sydney Road No-10, Banjara Hills Melbourne NSW 2000 Hyderabad VIC 3067 Australia 500034 Australia India www.sensennetworks.com | sales@sensennetworks.com 33 MAKING CITIES SMARTER
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