Rma Global Ltd. · ASX:RMY
Rma Global — Investor Presentation (April 2022)
11 slides from Rma Global's investor presentation, Apr 29, 2022
Slide 1: Investor Presentation
For personal use only Investor Presentation Bell Potter April 2022 1 Investor Presentation | April 2022
Slide 2: Overview
ASX:RMY Overview For personal use only ● Comprehensive data on sale results for real estate agents and reviews of agent performance in Australia, New Zealand and the US RMA ● AgentsGlobal market themselves on the platform and on Limited social media (ASX: RMY) ● Sellers of property use our data to c
Slide 3: RMY focus on the path to monetisation in the US
RMY focus on the path to monetisation in the US For personal use only Transaction and Subscriptions / other On the platform Agent engagement Agent connections monetisation > 1 million connected US: A$2.4m ARR* 204,000 362,500 reviews ANZ: A$14.8m ARR* agents and growing 3 Investor Presentation | Apr
Slide 4: Huge addressable market in US for RMY
Huge addressable market in US for RMY For personal use only AU extrapolation to Business Funnel Australia USA US Market Active Agents Active Agents* 37,000 880,000 Total claimed profiles** 46,500 204,000 Agents with Active agents with a claimed profile 26,500 175,000 630,000 Claimed Profile Number of
Slide 5: Strong US review growth continues
Strong US review growth continues - total reviews in 3Q FY22 up 22.5% from 2Q FY22 For personal use only Agents on the platform vs reviews Review growth strategy ● c.362,500 reviews on the platform ● Cleaner and more extensive agent data coverage ● Working more closely with major brokerages ● Focus
Slide 6: US Monetisation continues to increase
US Monetisation continues to increase For personal use only Annualised Revenue Run Rate Revenue growth ● New “Lite” subscription tier ● 14-day trial ● Agent Leaderboard ● Promoter sales commenced 6 Investor Presentation | April 2022
Slide 7: Australian subscriptions all-time high. Promoter up 37%
Australian subscriptions all-time high. Promoter up 37% 3Q FY22 vs 3Q FY21 For personal use only Subscription revenue Promoter revenue Further growth: ● Subscription revenue in 3Q FY22 up 16% on 3Q FY21. ● Subscription product enhancements ● Promoter: 3Q FY22 up 18% on 3Q FY21. ● Promoter for Listin
Slide 8: NZ ARR up 94% in 3Q FY22 from 3Q FY21
NZ ARR up 94% in 3Q FY22 from 3Q FY21 For personal use only Claims and reviews Revenues by product 8 Investor Presentation | April 2022
Slide 9: Group Summary: Delivery in all key metrics
Group Summary: Delivery in all key metrics For personal use only Group ARR Revenue growth across all geographies: ● US up 343% 3Q FY22 vs 3Q FY21 ● NZ up 94% 3Q FY22 vs 3Q FY21 ● AU up 16% 3Q FY22 vs 3Q FY21 High agent engagement in all markets ● Total US reviews up 230% 3Q FY22 vs 3Q FY21 ● Total N
Slide 10: Significant improvement in operating cash flows
Significant improvement in operating cash flows For personal use only Group quarterly cash flows - Appendix 4C Cash receipts from customers: ● 24% increase 3QFY22 vs 3Q FY21 ● 19% increase 3QFY22 vs 2Q FY22 ● March cash receipts are highest monthly inflows on record ● 3Q FY22 cash receipts are highest q
Slide 11: END
For personal use only END 11 Investor Presentation | April 2022