Pentanet Ltd · ASX:5GG
Pentanet — Q2 FY2023 Earnings Presentation
13 slides from Pentanet's earnings presentation, Jan 31, 2023
Slide 1: Investor Update Q2 FY23 Report
For personal use only INVESTOR UPDATE Q2 FY23 Report
Slide 2: Disclaimer
Page 2 Q2 FY23 RESULTS DISCLAIMER IMPORTANT: You must read the following before continuing. Summary information in relation to Pentanet Limited. This presentation contains summary information about Pentanet Limited (ACN 617 506 279) (“Company”), its subsidiaries and their activities which is current
Slide 3: neXus update: heat map, uptime and latency
Page 3 Q2 FY23 RESULTS 0% 100% Uptime Uptime neXus update g o! s is a neXu For personal use only NEXUS HEAT MAP This shows 31 Oct 18 Dec 2022 2022 neXus availability and health six months ago versus today. 21 Dec 24 Jan Blips denote mesh 2022 remediation and 2023 maintenance MEAN OF LATENCY All serv
Slide 4: 5G update
Page 4 Q2 FY23 RESULTS 5G update For personal use only subscriber capacity licensed mmWave range of 5G coverage added with each 5G spectrum around each tower enabled tower delivering faster speeds than our legacy Fixed Wireless
Slide 5: Gaming membership growth and tiers pricing
Page 5 Q2 FY23 RESULTS game titles QoQ growth in paid now available memberships For personal use only minutes played YoY growth in paid memberships PREVIOUS TIERS CURRENT MEMBERSHIP TIERS PRICING TRIAL Free BASIC $3.99/mth BASIC Free limited featured tier for casual users. CASUAL $10.99/mth Total Me
Slide 6: NVIDIA GeForce NOW Alliance Agreement and expansion plans
Page 6 Q2 FY23 RESULTS For personal use only NVIDIA GeForce NOW Alliance Agreement and expansion plans Average Steam Laptop Average Steam Desktop Apple M1 MacBook Air (Intel UHD 620) (GTX 1060) (Integrated) GFN 3080 56 ms @ 120 FPS GFN 2080 81 ms @ 60 FPS Xbox Series X 93 ms @ 60 FPS xCloud 175 ms U
Slide 7: Cloud.GG
Page 7 Q2 FY23 RESULTS CLOUD.GG For personal use only In Dec 2021, Pentanet acquired a 13.4% stake in Pentanet are actively developing the Cloud.GG rewards program, and will begin drawing down on the $1.5 million CANOPUS, executing a MOU enabling exclusive development fund in Q3FY23. co-development
Slide 8: Financial: Telecommunications
Page 8 Q2 FY23 RESULTS FINANCIAL TOTAL SUBSCRIBERS On-net customers 39% HIGHLIGHTS 15,932 in Q2FY23 FY22Q3 For personal use only FY22Q4 16,674 TELECOMMUNICATIONS FY23Q1 17,030 Q2FY23 0.2% 1.38% $93 FY23Q2 17,056 QoQ Churn ARPU GROSS MARGINS REVENUE & GROSS PROFIT UNDERLYING EBITDA Gross Margin Fixed
Slide 9: Financial: Total Subscribers
Page 9 Q2 FY23 RESULTS FINANCIAL TOTAL SUBSCRIBERS On-net customers 39% HIGHLIGHTS 15,932 in Q2FY23 FY22Q3 For personal use only FY22Q4 16,674 FY23Q2 FY23Q1 17,030 FY23Q2 17,056 0.2% 1.38% $93 QoQ Churn ARPU GROSS MARGINS REVENUE & GROSS PROFIT UNDERLYING EBITDA Gross Margin Fixed Wireless Gross Mar
Slide 10: Financial: Gross Margins
Page 10 Q2 FY23 RESULTS TOTAL SUBSCRIBERS FINANCIAL FY22Q2 14,798 On-net customers 39% HIGHLIGHTS 15,932 in FY23Q2 FY22Q3 For personal use only FY22Q4 16,674 FY23Q2 FY23Q1 17,030 FY23Q2 17,056 0.2% 1.38% $93 QoQ Churn ARPU GROSS MARGINS Gross Margins REVENUE & GROSS PROFIT UNDERLYING EBITDA Gross Ma
Slide 11: Financial: Revenue & Gross Profit
Page 11 Q2 FY23 RESULTS TOTAL SUBSCRIBERS FINANCIAL FY22Q2 14,798 On-net customers 39% HIGHLIGHTS 15,932 in FY23Q2 FY22Q3 For personal use only FY22Q4 16,674 FY23Q2 FY23Q1 17,030 FY23Q2 17,056 0.2% 1.38% $93 QoQ Churn ARPU Gross Margins GROSS MARGINS REVENUE & GROSS PROFIT UNDERLYING EBITDA Gross Ma
Slide 12: Financial: Underlying EBITDA
Page 12 Q2 FY23 RESULTS TOTAL SUBSCRIBERS FINANCIAL FY22Q2 14,798 On-net customers 39% HIGHLIGHTS 15,932 in FY23Q2 FY22Q3 For personal use only FY22Q4 16,674 FY23Q2 FY23Q1 17,030 FY23Q2 17,056 0.2% 1.38% $93 QoQ Churn ARPU Gross Margins GROSS MARGINS REVENUE & GROSS PROFIT UNDERLYING EBITDA Gross Ma
Slide 13: Thank You
This image was generated by AI software as a representation of a futuristic Perth with mesh connectivity. For personal use only THANK YOU Level 4, 45 St Georges Terrace +61 8 9466 2672 ASX: 5GG Perth WA 6000 investors@pentanet.com.au pentanet.com.au/investor-centre Wilsons Rapid Insights Melbourne I