Net Insight Ab Class B · OMXSTO:NETI_B

Net Insight Ab Class B — Shareholder Meeting (May 2020)

18 slides from Net Insight Ab Class B's shareholder meeting presentation, May 8, 2020

  1. Slide 1: Annual General Meeting 2020

    Annual General Meeting 2020 0

  2. Slide 2: CEO presentation

    Annual General Meeting CEO presentation Crister Fritzson, CEO May 8th, 2020

  3. Slide 3: Agenda

    Agenda 2019 in brief Q1 results First reflections Q&A 2

  4. Slide 4: 2019 in brief

    2019 in brief Increased focus on the Adopted an open core Media Networks standards strategy business Accelerated development Launched cloud-based efforts solution Nimbra Edge Increased focus on Improved transparency, recurring revenue incl. segment reporting Divestment of Sye to Reduced cost base Am

  5. Slide 5: Remote production case: Enterprise live production

    Remote production case: Enterprise live production  Produce and distribute live corporate events seamlessly across the world  Leverage Internet- and cloud-based media Dublin, Ireland transport EMEA HQ Sunnyvale HQ, CA  Tangible advantages: Video production studios New York City, NY Mountain View,

  6. Slide 6: Sye divested to Amazon

    Sye divested to Amazon  Agreement in December 2019 to sell the Sye streaming solution for 350 MSEK - A strong evidence of Net Insight’s ability to develop world-class solutions for video transport  Competencies gained while developing Sye will continue to benefit Net Insight - For example, compete

  7. Slide 7: Cloud-based solution Nimbra Edge – Customer benefits

    Cloud-based solution Nimbra Edge – Customer benefits Easy to use Reduce cost Open Cost control Nimbra and install Click control, Lower cost vs. Any hardware and Unique, pay-per- A recognized simple cloud alternatives (e.g. supporting open usage price brand for best in implementation satellite) trans

  8. Slide 8: Agenda

    Agenda 2019 in brief Q1 results First reflections Q&A 7

  9. Slide 9: Q1 summary

    Q1 summary  Net sales of 94 (109) MSEK, -13% vs Q1-19  Operating earnings of 8 (-4) MSEK, driven by positive FX impact  Acquisition of product assets from Aperi Corporation  ScheduALL with a positive trend and increasingly run as a separate unit  Positive traction with cloud-based solution Nimb

  10. Slide 10: Aperi acquisition

    Aperi acquisition  In line with the strategy to grow the core Media Networks business, Net Insight acquired the Aperi product portfolio for 13 MSEK - Installed base and relationships with large Tier1 customers like Telstra and Arqiva  The open, all-IP and virtualized portfolio will complement and

  11. Slide 11: Capital re-distribution

    Capital re-distribution  As communicated in the Q4-19 report, our intention was to propose a capital redistribution  As a result of the ongoing Corona pandemic, and per communication in the press release on March 30th, the Board has not proposed any capital redistribution to this Annual General Me

  12. Slide 12: Agenda

    Agenda 2019 in brief Q1 results First reflections Q&A 11

  13. Slide 13: My first reflections

    My first reflections  Strong team with leading tech capabilities  Attractive market fundamentals (post Covid-19) - Positive outlook for live sports - Trends towards quality (Tier1 live sports), and flexibility/cost (lower Tiers) - Favourable trends like remote production and cloud- based transport

  14. Slide 14: Very strong customer base

    Very strong customer base norkeng EBU \ otonteast Ld MA Linked ff. 2) ISRG SSR) gtt* Ms sky @CBS oma (Dauyazeena Discovery CNN ARD® svt WDR’ ev BBS quer bi “oTeLws $ SINCLAIR ‘TATA COMMUNICATIONS swisscom SES* ENCOMPASS . @ . Ker BTe Zayo Tark Tetekori > © rocers ore’ PCCW Global’ wrriChguce as) Far

  15. Slide 15: Next steps in the Net Insight journey

    DRAFT Next steps in the Net Insight journey Phase 3: Impact Expand and grow in adjacent Phase 2: market segments Grow share and reach full Phase 1: potential in core markets Set internal foundation and  Evaluate and prioritize adjacent market segments direction  Expand solutions offering to existi

  16. Slide 16: Agenda

    Agenda 2019 in brief Q1 results First reflections Q&A 15

  17. Slide 17: , JR Sretinsignt

    , 16 JR Sretinsignt

  18. Slide 18: CEO presentation

    Annual General Meeting CEO presentation Crister Fritzson, CEO May 8th, 2020

Net Insight — Shareholder Meeting (May 2020) on 6ix