Audinate Group Ltd. · ASX:AD8
Audinate — Investor Day (May 2023)
32 slides from Audinate's investor day presentation, May 31, 2023
Slide 1: 2023 Annual Investor Technology Day
For personal use only Authorisation: This document was approved by the CEO of Audinate Group Limited May 2023 2023 Annual Investor Technology Day / AUDINATE | 1
Slide 2: Agenda
For personal use only Agenda 9.10am Welcome Rob Goss Chief Financial Officer 9.15am Industry Update with AVIXA Sean Wargo VP of Market Intelligence AVIXA Josh Rush Chief Marketing Officer 10.15am Break 10.30am AD8 Strategy Update Aidan Williams Chief Executive Officer 11.10am Dante Customer Fireside
Slide 3: Industry Update
For personal use only Industry Update Sean Wargo, VP of Market Intelligence, AVIXA A recording of Sean Wargo's presentation will be published in the Audinate Investor Centre May 2023 2023 Annual Investor Technology Day / AUDINATE | 3
Slide 4: May 2023
For personal use only May 2023
Slide 5: AVIXA industry update
For personal use only Start a conversation with #AVIXAIntel © 2022 AVIXA
Slide 6: Audinate Strategy Update
For personal use only Audinate Strategy Update Aidan Williams – Chief Executive Officer / Co-founder May 2023 2023 Annual Investor Technology Day / AUDINATE | 6
Slide 7: Software is eating the world
“Software is eating the world” Observed Marc Andreessen For personal use only But not yet in the AV industry … The AV industry lacks a broadly available platform for delivering AV applications in a software form We are uniquely positioned to change that https://a16z.com/2011/08/20/why-software-is-ea
Slide 8: AV Today: Local Wiring & Boxes
For personal use only AV Today Local Wiring & Boxes • Analog wires • Hardware boxes • Media Signals are Local Lots of software, inside the DSP boxes FedEx software distribution! May 2023 2023 Annual Investor Technology Day / AUDINATE | 8
Slide 9: AV Tomorrow: Networks & Software
For personal use only AV Tomorrow Networks & Software • Dante Enabled IoT AV devices • Software delivers AV application • Media signals anywhere IoT Device Management DSP Running in the Cloud May 2023 2023 Annual Investor Technology Day / AUDINATE | 9
Slide 10: The Transition Has Begun
For personal use only The Transition Has Begun May 2023 2023 Annual Investor Technology Day / AUDINATE | 10
Slide 11: What's in it for AV Pros & Users?
For personal use only What’s in it for AV Pros & Users? • Remote support & management of AV installs • Enables new, scalable business models for SIs • Simple deployment of new features • Aligns with business owners desire to treat AV as IT • Cost effective • Use existing in-building network cabling
Slide 12: Our Role
For personal use only Our Role • Enable industry transformation • Train integrators and end-users • Provide networking technology to manufacturers • Develop products & technologies for end-users May 2023 2023 Annual Investor Technology Day / AUDINATE | 12
Slide 13: Today: Our business is about AV devices
For personal use only Today: Our business is about AV devices Total audio products per protocol 4000 “Dante continues to be the 3,688 dominant force” Video traction is encouraging 3500 RH Consulting 3000 2500 2000 1500 1000 500 302 138 0 87 2013 2014 2015 2016 2017 2018 2019 2020 2021 2022 2023 Dant
Slide 14: Video Strategy
For personal use only Video Strategy May 2023 2023 Annual Investor Technology Day / AUDINATE | 14
Slide 15: High-Level Framing
For personal use only High-Level Framing • We’ve had success with Dante audio • Strong brand + product ecosystem • Creates goodwill & expectation for our video products • Dante must embrace video because: • A credible AV platform must support video • … and software wants to eat video too • … also, w
Slide 16: Dante User Base – Overlap
For personal use only Dante User Base – Overlap Commercial “signal distribution" Conferencing Higher Education Event spaces Live Events Recording Broadcast Production “content creation" Residential “content consumption" May 2023 2023 Annual Investor Technology Day / AUDINATE | 16
Slide 17: Commercial: Product Examples
For personal use only Commercial: Product Examples May 2023 2023 Annual Investor Technology Day / AUDINATE | 17
Slide 18: Production: Product Examples
For personal use only Production: Product Examples Dante Connect May 2023 2023 Annual Investor Technology Day / AUDINATE | 18
Slide 19: Strategic Initiatives
For personal use only Strategic Initiatives May 2023 2023 Annual Investor Technology Day / AUDINATE | 19
Slide 20: Strategic Initiatives
For personal use only Strategic Initiatives Maintain & strengthen audio business Establish & grow the video business Build the platform components, SDKs & APIs May 2023 2023 Annual Investor Technology Day / AUDINATE | 20
Slide 21: Questions
For personal use only Questions May 2023 2023 Annual Investor Technology Day / AUDINATE | 21
Slide 22: Dante User – Fireside Chat
For personal use only Dante User – Fireside Chat Eric Guysen, AJA VP of Engineering & Product Management May 2023 2023 Annual Investor Technology Day / AUDINATE | 22
Slide 23: Dante Connect Overview
For personal use only Dante Connect Overview Chris Ware, Senior Vice President Product Development May 2023 2023 Annual Investor Technology Day / AUDINATE | 23
Slide 24: Professional audio broadcast production from anywhere, to anywhere
For personal use only Professional audio broadcast production from anywhere, to anywhere.
Slide 25: Produce Anywhere, Send Anywhere
For personal use only Produce Anywhere, Send Anywhere Dante Connect delivers audio directly from location into cloud services that enable seamless online production. Anywhere. • Distribute audio around the globe using multiple applications to address different audiences, different languages, and dif
Slide 26: Example use cases
For personal use only Example use cases Broadcast Corporate Production • Centralised production eliminates costly • Content creation without building studios OB (outside broadcast) trucks • Enable remote working • Particular interest for Sports • More viable cost model for corporate use • Reduce cos
Slide 27: Example Sports Broadcast
For personal use only Example Sports Broadcast Audio Broadcast Audio Mixer Audio Mixer Mixer Sporting Events Centralized Production May 2023 2023 Annual Investor Technology Day / AUDINATE | 27
Slide 28: Go to market model
For personal use only Go to market model Target Market Sales Model Now: Tier 1 Broadcasters • Sold via resellers with skills and • Pushing aggressively to cloud connections in the market • Pressure to reduce costs and produce more • Min 1 year subscription content • Pricing model based on max concur
Slide 29: Dante Connect Components
For personal use only Dante Connect Components Dante Domain Manager provides orchestration, security, and the managed API. It discovers all Dante devices, sets permissions, and allows for organization to suit production needs Dante Virtual Soundcard for cloud VMs, supports up to 256 channels. Allows
Slide 30: More info at audinate.com/danteconnect
For personal use only More info at audinate.com/danteconnect
Slide 31: Thank you
For personal use only May 2023 Thank you
Slide 32: Important notice and disclaimer
Important notice and disclaimer Disclaimer Past performance Market share information For personal use only To the maximum extent permitted by law, none of the Past performance information, including past share price All market share information in this presentation is based on Audinate Group Limited