Archtis Ltd. · ASX:AR9
Archtis — Q2 FY2025 Earnings Presentation
13 slides from Archtis's earnings presentation, Jan 31, 2025
Slide 1: Investor Update Q2FY25 December Quarter
For personal use only Investor Update Q2FY25 │ DECEMBER QUARTER TRUSTED TO SAFEGUARD THE WORLD’S MOST SENSITIVE INFORMATION www.archTIS.com Authorised for release by the Managing Director of archTIS Limited
Slide 2: Disclaimer
Disclaimer For personal use only No Warranties Disclaimer The material in this presentation has been prepared by archTIS Limited (“Company”). This presentation may not be reproduced, redistributed or passed on, directly or indirectly, to any other person, or published, in whole or in part, for any p
Slide 3: Q2 FY25 Quarterly Highlights
Q2 FY25 Quarterly Highlights Positive Operating Cash with Strong Gross Margins and Direktiv For personal use only Customer wins and renewals supported by Microsoft and partner channel ARR $4M up 12% PCP Operating on Revenue of expenses $1.3M decreased 1% PCP Licensing $1M Services $0.32M 2 Key seaso
Slide 4: Q2 FY25 Financial Overview
Q2 FY25 Financial Overview For personal use only *Unaudited results www.archTIS.com
Slide 5: Q2 FY25 Customer Growth
Q2 FY25 Customer Growth Industry adoption and retention For personal use only SAMPLING OF HIGHLIGHTS • Accenture engaged with archTIS’ on a $704,000 services contract, including GST, to trial NC Protect through June 30, 2025, for existing and potential clients who face data-centric challenges in sec
Slide 6: POC Update
POC Update For personal use only US DoD Agency Global / UK DIB Military Alliance Global Defence Global Technology M365 Collaboration on Internal data leakage & Contractor Company Multi-government sharing Secret Cloud Compliance and collaboration of Internal secure sharing and Providing bring your ow
Slide 7: Direktiv – Asset Purchase
Direktiv – Asset Purchase Binding Term Sheet For personal use only Expansion of The Deal Integration of Market • Binding Asset Purchase Agreement to acquire Technology Opportunity • Technology • Customers • Employees • Consideration • US$750,000 over 12-month period • 3-tranches ($300k / $250k / $20
Slide 8: What is Direktiv?
What is Direktiv? Expanding Zero Trust and Data-centric Sercurity Across the Enterprise For personal use only Build cloud agnostic Combine it with Allow users to bring Allow users to string serverless platform event-driven their own code, all of this together in application containers, or a pattern!
Slide 9: Use Case: ChatGPT Isolation
Use Case: ChatGPT Isolation Building security and governance for internal ChatGPT For personal use only Requirement: ● Speed and latency of cloud provider serverless was too slow - needed a co- located solution ● Complete platform isolation ● Ability to scale up/down automatically without the need t
Slide 10: 2H25 Objectives
2h25 Objectives For personal use only • Continuation of cash flow neutral • Drive repeatable and predictable ARR growth • New account acquisition needs to be top priority • How to acquire new account - #1 • Follow on Account Management - Foot in door to cross / up-sell users and new offerings • 5-ye
Slide 11: Q&A
For personal use only Level 3 , 10 National Circuit Q&A Barton ACT 2600 Australia 1300 ARCHTIS +61 2 6162 2792 +61 419 528 061 www.archtis.com @arch_tis www.archTIS.com
Slide 12: Warfighting Data Mesh Concept
Warfighting Data Mesh Concept User: same APIs and technology access for all environments For personal use only Administrator: same processes, technologies and Data collection & Data Publishing Data processing skills required for all environments processing On-prem Zone A Data Services Data Services
Slide 13: Defence Industry Collaboration & Sharing
Defence Industry Collaboration & Sharing Key Information Scenarios For personal use only Classified Information Control IP Management Export Compliance Control Commercially Sensitive Materials Key Business Originator Speed of Minimal Information Collaboration Interoperability Requirements Control Sh