Spire Global, Inc. · NYSE:SPIR
Spire Global — Stifel 2023 Cross Sector Insight Conference
10 slides from Spire Global's conference presentation, June 2023
Slide 1: The Space Company Focused on the Future of Planet Earth
The Space Company Focused TM on the Future of Planet Earth Providing global data, analytics and space services 1
Slide 2: Disclaimer and Forward-Looking Statements
DISCLAIMER AND FORWARD–LOOKING STATEMENTS This presentation contains forward-looking statements within the meaning of Section 27A of the Securities Act of 1933 and Section 21E of the Securities Exchange Act of 1934. Forward-looking statements generally relate to future events or our future performan
Slide 3: Business Overview (NYSE:SPIR)
Founded: 2012 Business Overview (NYSE:SPIR) NYSE Listed: 2021 100+ Satellites in-orbit 400+ Employees from 45+ countries 30+ Ground stations 8 Offices across 3 70+ continents >780 Antenna systems >35 Launch Campaigns with ARR Solution Customers in 65 countries ten providers 500+ $132m FY23 ARR Mid-P
Slide 4: Three Unique Satellite Categories
Three Unique Satellite Categories Talking Looking Listening Communications Imagery Radio Frequencies Spire owns and operates the world’s largest constellation of listening satellites • Global coverage, including remote regions like oceans & poles • Software defined nature fuels continuous innovation
Slide 5: Penetrating Massive Markets – Plenty of Opportunity Ahead
Penetrating Massive Markets – Plenty of Opportunity Ahead 150,000 to 200,000 potential customers Annual Recurring Revenue and Customer Evolution Data & Analytics $132.0 860 Customers ARR compounded annual growth rate: 109% 2022 net retention rate: 117% $99.4 733 Maritime Aviation Weather Customers $
Slide 6: Spire's Four Levels of Service Capture the Full Value Chain
Spire’s Four Levels of Service Capture the Full Value Chain Always-on constellation and ‘collect once - sell many times’ model create exceptional operational leverage LEMUR Collect Once 3rd Party AI / ML / Proprietary Sell Many Times Data Algorithms Clean Smart Predictive Solutions Data Data Analyti
Slide 7: Growth Driven by Recurring Revenue
Growth Driven by Recurring Revenue Revenue ($M) Annual Recurring Revenue ($M) ARR Solution Customers 25.0 24.2 800 781 104.8 105.0 34% 25% 700 growth 95.0 28% 627 growth 20.0 growth 18.1 85.0 81.6 600 15.0 75.0 500 Q1'22 Q1'23 Q1'22 Q1'23 Q1'22 Q1'23 ARR compounded annual growth rate: 109%* 2022 net
Slide 8: Expanding Subscription Business with Attractive Margin Structure
Expanding Subscription Business with Attractive Margin Structure 8
Slide 9: Thank you!
Thank you! From our team, to yours. 9
Slide 10: GAAP to Non-GAAP Reconciliation
GAAP to Non-GAAP Reconciliation In addition to financial measures prepared in accordance with GAAP, this presentation contains non-GAAP financial measures, including free cash flow, non-GAAP operating loss, EBITDA, and Adjusted EBITDA. Spire’s management uses these non-GAAP financial measures intern
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