Inseego Corp. · NASDAQ:INSG
Inseego — Needham Growth Conference 2020
26 slides from Inseego's conference presentation, Jan 14, 2020
Slide 1: #PUTTING5GTOWORK
#PUTTING5GTOWORK DAN MONDOR, CHAIRMAN & CEO NEEDHAM GROWTH CONFERENCE JANUARY 14, 2020
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: Agenda
• Inseego Investment Thesis • 5G Market Opportunity • Company Backgrounder AGENDA • 2019 Company Highlights • Inseego 2nd Generation 5G Portfolio • 2020 Focus 3
Slide 4: Inseego Investment Thesis
Inseego Investment Thesis inseego a a
Slide 5: Inseego Investment Thesis
Inseego Investment Thesis World class mobile technology expertise with global Tier 1 service providers Leadership in driving mass market solutions through multiple mobile technology generations Extending our footprint globally with early 5G market leadership 5G commercialization leadership in partne
Slide 6: Inseego Target Operating Model
Inseego Target Operating Model New New New New Products/ Customers Verticals Geographies Applications Target Revenue Adj. EBITDA FCF as % of Net Leverage Growth Margin Adj. EBITDA Ratio > 25% CAGR > 15% – 20% > 60% < 2x 6
Slide 7: 5G Market Opportunity
5G Market Opportunity inseego a a
Slide 8: 5G Ramping Faster than all Previous Generations
5G Ramping Faster than all Previous Generations Ramping twice as fast Data Traffic in Exabytes / Month Devices - Billions Inseego 5G RFP Pace Much Faster than 4G 8 SOURCE: ERICSSON: MOBILE TRAFFIC REPORT AND IoT FORECAST REPORT
Slide 9: 5G Global Market Opportunity for Inseego
5G Global Market Opportunity for Inseego Verizon 18 50+ Operators in Wireless 2019 Trials Pipeline Subscribers Wireless 150M Wireless Subscribers 600M+ Subscribers >2B 9
Slide 10: Inseego is Solving 5G's Toughest Challenges
Inseego is Solving 5G’s Toughest Challenges “5G Built Right” Solving Broadband Complexity Powering IoT Use Cases Eliminating Operational Complexity Enabling URLLC Use Cases of 5G IoT Holistic Cybersecurity 10
Slide 11: Inseego at a Glance
Inseego at a Glance inseego a a
Slide 12: Quick Facts
Quick Facts IoT & Mobile 4G/5G Solutions • Incorporated Novatel Wireless, Inc. 1996 • Rebrand to Inseego 2016 NASDAQ: INSG • Target customers • Service Providers, Fortune 500 Enterprise, Consumers, Government and First Responders IoT Cloud Fixed Wireless Solutions Access • Patent innovations shaping
Slide 13: Long History of Industry Firsts
Long History of Industry Firsts 2G 3G 4G 5GNR 2000’s 2010’s TODAY 1990’s First Modems for First Modems – First Advancements – Making 5G Real – Mobile Data New Use Cases New Technologies First Mover Advantage 13
Slide 14: 2019 Company Highlights
2019 Company Highlights 14
Slide 15: $INSG Nasdaq Listed
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Slide 16: 2019: Laser Focus to Deliver Results
2019: Laser Focus to Deliver results Accelerate 5G Leadership Expand Product Portfolio & with 8-10 5G Design Wins Grow Global Customer Base Drive Cost Reductions in Drive Product Availability Discretionary Spending & Cost of & Supply Chain Efficiency Goods Business Process Employee Culture & Satisfa
Slide 17: Inseego #MAKING5GREAL
Inseego #MAKING5GREAL For Operators Worldwide 5G CUSTOMERS & PARTNERS* Inseego’s 3GPP compliant 5G NR portfolio is kick-starting service provider deployments and enabling a new wave of use cases that will benefit the global economy. - Head of Networks Portfolio, ERICSSON 50 + 18 Planted Flags FIRST
Slide 18: 5G NR Mobile Use Cases
Autonomous Vehicles Real-time Thermal Image Streaming Redefining Mobile Broadband 5GNR Mobile Smart Edge 2020 Education Entertainment Transforming Classrooms Live 4K Streaming 18
Slide 19: 5G NR Home and Enterprise Use Cases
Smart Manufacturing Disrupting Fixed Connect More, Do More in Real Time Wireless Access 5GNR Home Enterprise Crowded Event Environments Mass Capacity Enables Live Streaming Smart Office SD-WAN 19
Slide 20: Enabling Next Generation 5G Applications
First Responders GPU-Based 5G Edge Volumetric Scanning - Holograms Enabling Next Augmented Reality Generation 5G Applications Advanced Enterprise Security Fixed Wireless Sub-millisecond Latency Mobile Edge Enterprise IoT Innovative Antenna Design Telemedicine – Super Computing Edge Remote Physical T
Slide 21: Inseego 2nd Generation Portfolio
Inseego 2 Generation Portfolio nd 21
Slide 22: Inseego 2nd Generation 5G Portfolio
Inseego 2 Generation 5G Portfolio nd Purpose-Built for Consumer, Business & Government Use Cases Mobile Mobile Hotspot Enterprise IoT Enterprise SaaS Device IoT GB Router Mobile Hotspot Management Fixed Wireless Access Flexible Indoor Outdoor Deployment 22
Slide 23: Inseego Software Evolution
Inseego Software Evolution Applications Inseego End-to-End Platform SMARTER DEVICES INSEEGO CLOUD Cloud Management Cyber Security Video Analytics 23
Slide 24: 2020 Focus
2020 Focus inseego a
Slide 25: 2020 Corporate Imperatives
2020 Corporate Imperatives 5G Complete E2E 5G solutions Diversify business with global expansion Land and expand with deeper partnerships Focus on Private Networks / CBRS Expand 5G ecosystem partnerships for Inseego to power more use cases 25
Slide 26: Thank You
Thank You inseego a