Pentanet Ltd · ASX:5GG
Pentanet — Q1 FY24 Earnings Presentation
8 slides from Pentanet's earnings presentation, Oct 30, 2023
Slide 1: 5GG Investor Update Q1FY24
PENTANET 5GG INVESTOR UPDATE Q1FY24
Slide 2: Disclaimer
Page 2 5GG PRESENTATIO N IMPORTANT: You must read the following before continuing. DISCLAIMER Summary information in relation to Pentanet Limited. This pres entat ion contains summary information about Pent anet Li mit ed (ACN 617 506 279) (“Company”), its subsidiari es and th eir act ivities which
Slide 3: 1HFY24 Key Strategic Objective Update
Page 3 5GG PRESENTATIO N 1HFY24 Key Strategic Objective Update TELECOMMUNICATIONS • EBITDA+ • Rollout of 5G infrastructure to a total of 8 towers to enable 5G launch • Commercial launch of 5G wireless services for residential and business subscribers • Greenfield neXus deployment planning completed
Slide 4: Financial Update
Page 4 5GG PRESENTATIO N Financial Update REVENUE $’M GROSS PROFIT $’M EBITDA $’M Q1FY24 Q1FY24 Q1FY24 0 Q4FY23 Q1FY23 Q1FY23 Q3FY23 Q1FY22 Q1FY22 Q2FY23 Q1FY23 • Revenue increased by 10% YoY to $5.2m • Consolidated gross profit increased by 24% • Overhead costs decreased 26% YoY to $2.6m • 3% QoQ g
Slide 5: Telecommunications Key Metrics
Page 5 5GG PRESENTATIO N Financial Update TELECOMMUNICATIONS KEY METRICS Q1FY24 Q4FY23 • Q1FY24 closed with a total of 17,126 subscribers Subscribers On-net Off-net Total Total • Gross new subscribers increased by 25% QoQ Opening Balance 6,692 10,362 17,054 17,110 • Gross on-net subscribers increase
Slide 6: Wireless Network Expansion
Page 6 5GG PRESENTATIO N Wireless Network Expansion EXPANDING ON-NET SERVICE OFFERING • 8 towers with 5G Infrastructure utilising 5G 26GHz mm Wave Spectrum deployed • New wireless plan suite and 5G Fixed Wireless services now live • Plan for greenfields neXus rollout to increase neXus footprint TARG
Slide 7: Cloud Gaming Update
Page 7 5GG PRESENTATIO N Cloud Gaming Update CloudGG Members +68% YoY growth • CloudGG users grow between 3% and 4% per month Monthly • CloudGG users cycle between active Trial or paid memberships Active Users +13% YoY • Paid memberships grew by 38% in Q1FY24 with $12 ARPU • GeForce NOW RTX3080 Supe
Slide 8: Thank You
THANK YOU Unit 2, 8 Corbusier Place +61 8 9466 2672 ASX: 5GG Balcatta WA 6021 investors@pentanet.com.au pentanet.com.au/investor-centre