Ion Video Ltd · ASX:IOV
Ion Video — Linius Technologies — Shareholder Meeting (November 2023)
14 slides from Ion Video's shareholder meeting presentation, Nov 28, 2023
Slide 1: Annual General Meeting
For personal use only Annual General Meeting Linius Technologies Limited (ASX:LNU) 28 November 2023
Slide 2: Disclaimer
Disclaimer This document has been prepared by Linius Technologies Limited (LNU). The information contained in this document is for information purposes only and has been prepared for use in conjunction with a verbal presentation and should be read in that context. The information contained in this d
Slide 3: Summary of proxies received
Summary of proxies received Resolutions For Against Proxy’s Abstain / For personal use only discretion Excluded Resolution 1 – Adoption of the Remuneration Report 169,467,552 10,686,718 1,355,273 258,000 for the year ended 30 June 2023 (93.23%) (5.88%) (0.75%) (N/A) Resolution 2 – Re-election of Dir
Slide 4: Summary of proxies received
Summary of proxies received Resolutions For Against Proxy’s Abstain / For personal use only discretion Excluded Resolution 6 – Approval for the issue of Placement 28,745,337 10,485,594 2,105,273 38,733,330 Options – August 2023 Placement (69.54%) (25.37%) (5.09%) (N/A) Resolution 7a – Approval for t
Slide 5: Summary of proxies received
Summary of proxies received Resolutions For Against Proxy’s Abstain / For personal use only discretion Excluded Resolution 9 – Ratification of prior issue of Shares – 66,377,279 10,393,718 2,105,273 98,693,330 October 2023 Placement made under LR7.1A (84.15%) (13.18%) (2.67%) (N/A) Resolution 10a –
Slide 6: Chairman and CEO address
Chairman and CEO address For personal use only Gerard Bongiorno James Brennan Chairman Chief Executive Officer 6
Slide 7: FY23 was transformational. FY24 started with built-in growth
FY23 was transformational. FY24 started with built-in growth • Highest rate of new customer acquisition For personal use only • Linius solutions have now been validated in 15 sports, across 40+ federations, and customers in all 3 target geographies • Record financial performance $496k → 82% FY23 Cas
Slide 8: Deal flow is accelerating
Deal flow is accelerating For personal use only Near-term Pipeline Incl. US sports Each new deal makes the next deal easier …and bigger …and faster Linius Technologies Limited (ASX:LNU) AGM, CEO Update | November 2023 8
Slide 9: Linius delivers what every broadcaster wants: more viewing
Linius delivers what every broadcaster wants: more viewing • Our GTM is about Replication and Scale For personal use only • We are in the broadcast market, which includes: • Sports federations, creators, publishers, TV & OTT • They all want the same thing – more viewing • Case studies are relevant a
Slide 10: US sports market is critical and we have cracked it
US sports market is critical and we have cracked it • Global sports market = ~$460b USD, NA is 37% For personal use only • Live service with first US customer, NAHL TV • Contract expanded, securing 2 more customers • First US college sports deal with Peach Belt Conference • Breadth of Linius Media S
Slide 11: US college sport is a perfect market to accelerate growth
US college sport is a perfect market to accelerate growth • 1100 NCAA schools, 150 NCAA conferences, 24 sports For personal use only • NCAA Division 1 generated $15.8b USD in revenue in 2019 • Big 10 and SEC each generated over $2b USD in 2022 • Ohio Sate University generated $250m USD • Total Addre
Slide 12: Growth Plan
Growth Plan For personal use only Linius Technologies Limited (ASX:LNU) AGM, CEO Update | November 2023 12
Slide 13: Recap
Recap For personal use only • Transformational FY23 and fast start to FY24 with 49% growth locked in • High value products with customer validation and case studies in key markets • Rapidly expanding pipeline and accelerated deal flow • Aggressive strategy to grow in key segments including US, colle
Slide 14: Linius Technologies Limited
Linius Technologies Limited James Brennan, Chief Executive Officer +61 (0)3 8672 7186 For personal use only ir@linius.com linius.com Linius Technologies Limited (ASX:LNU) AGM, CEO Update | November 2023
Linius Technologies — Shareholder Meeting (November 2023) on 6ix