Data I/O Corporation · NASDAQ:DAIO
Data I/O — Investor Presentation (January 2024)
20 slides from Data I/O's investor presentation, January 2024
Slide 1: Bringing Devices to Life - January 2024 Update
B r i n gi n g D ev i ces t o Li f e Nasdaq: DAIO Anthony Ambrose Ja nua ry 2024 Upda te
Slide 2: Safe Harbor
Safe Harbor Statements in this presentation concerning economic outlook, expected revenue, expected margins, expected savings, expected results, orders, deliveries, backlog and financial positions, semiconductor chip shortages, supply chain expectations, as well as any other statement that may be co
Slide 3: Data I/O at a Glance
Data I/O at a Glance Founded in 1972 NASDAQ: DAIO ISO 9001:2015 Certifications Global Service & Support We deliver the most secure and efficient systems to deploy firmware, data and secrets into automotive electronics and secure IoT devices in high volume electronics manufacturing 100 1.5B >480 >40
Slide 4: Supporting the Secure Digital World
Supporting the Secure Digital World Semi Supplier OEM Programming Center Final Assembly Post Production Develop Manufacture: OEMs, Contract Manufacturers, Programming Centers Consume: End Users Silicon Chips to be programmed: Flash Memory Final Products Microcontrollers Secure Elements Data Programm
Slide 5: Serving Customers Globally in Growing Markets
Serving Customers Globally in Growing Markets • The largest programming company in the world, 2-3 times larger than the next programming company • Trusted supplier to 18 of the top 20 automotive electronics suppliers • 20 or more new customers for 2 consecutive years • Providing mission critical med
Slide 6: Market Outlook
Bringing Devices to Life Market Outlook
Slide 7: Data I/O Supports Automotive Electronics Growth Areas
Data I/O Supports Automotive Electronics Total Automotive Semiconductor Forecast by Growth Areas Application Infotainment / Connectivity IVI ADAS / Autonomous Driving Source: McKinsey Electrification Security CONFIDENTIAL 78
Slide 8: Automotive Electronics Growth Areas
Automotive Electronics Growth Areas Infotainment/ Electrification ADAS/Autonomous Connectivity Security IVI Driving 2D map / application New powertrain Sensors Vehicle Ridesharing Heads-up display Charging High performance Infrastructure Car sharing infrastructure computing Digital cluster Cloud Fle
Slide 9: IoT Growth Across a Number of Markets
IoT Growth Across a Number of Markets Source: Statista Market Insights: https://www.statista.com/outlook/tmo/internet-of-things/worldwide#revenue CONFIDENTIAL 9
Slide 10: IoT Device Security by SentriX
IoT Device Security by SentriX® SentriX secures the global electronics supply chain and protects IoT device intellectual property from point of inception to deployment in the field With more than 20 security patents granted, SentriX from Data I/O offers a unique and highly differentiated approach fo
Slide 11: OEMs Using Our Security Provisioning Technology
OEMs Using Our Security Provisioning Technology Electric Vehicle Manufacturer Water Meter OEM An electric vehicle manufacturer Heated and chilled water is using a trusted platform metering is being mandated in module to secure its supply chain Germany and requires strong and prevent cloning of its s
Slide 12: Financial Overview
Bringing Devices to Life Financial Overview
Slide 13: Company Snapshot
Company Snapshot Recent Achievements and Trends Company Snapshot (1)(2) • Global Leader in programming revenue. Over 480 PSV systems sold since inception NASDAQ: DAIO in 2013 representing over 1.5 billion units/year capacity in the installed base Headquarters: Redmond, WA • Strong momentum in Automo
Slide 14: Growing Recurring Revenue Mix - Systems
Growing Recurring Revenue Mix - Systems Growth in PSV system installed base is catalyst for diversification in recurring revenue mix PSV Family Data Installed I/O PSV-x000 Base Installed BaseGrowth Growth 2022 Revenue Diversification 500 400 13% Capital SystemsEquipment Adapters 300 30% 57% Software
Slide 15: Growing Recurring Revenue Mix - Adapters
Growing Recurring Revenue Mix - Adapters 2022 Revenue Diversification Adapter Revenue Growth Drivers: • More systems deployed in the field 13% Capital SystemsEquipment • High system utilization = repeat adapter orders • New customers / projects = new adapters Adapters 57% • Multisource semiconductor
Slide 16: Growing Recurring Revenue Mix - Software, SentriX, Service
Growing Recurring Revenue Mix – Software, SentriX, Service 2022 Revenue Diversification Software, SentriX, Service Revenue Growth Drivers: • New customers / projects = new algorithms for new adapters • More systems = more service contracts 13% Capital SystemsEquipment • New software and licensed new
Slide 17: 2023 Annual Financial Outlook
2023 Annual Financial Outlook • Positioned for revenue growth while driving margins, improving cash flow and investing in our future Double-digit revenue growth, consistent with the long-term double-digit semiconductor growth rate in the automotive electronics industry • Recurring revenues expecte
Slide 18: Investment Merits: Positioned for Long-Term Growth
Investment Merits: Positioned for Long-Term Growth End market growth Increasing Recurring in Automotive, IoT and Revenue Industrial Strong balance sheet NASDAQ: DAIO Experienced and operating leverage management Growth in Global sales, support security deployment and infrastructure Long Term Secular
Slide 19: Thank You!
Thank You! NASDAQ: DAIO For more information, please go to https://www.dataio.com/Company/Investor-Relations/Data-I-O-Profile NASDAQ: DAIO CONFIDENTIAL 19
Slide 20: Balance Sheet and Capital Structure Overview
Balance Sheet and Capital Structure Overview Balance Sheet Highlights Balance Sheet Strategy At September 30, 2023: • Important to maintain strong balance sheet in a • $11.9 million in cash and cash equivalents cyclical industry, with ~57% of revenues from • No debt system sales • $18.0 million of n