Slide 1: Market Update
For personal use only Market Update 14 December 2021
Slide 2: Virtual webinar details
For personal use only This virtual webinar is being held at 12:00pm AEDT on 14 December 2021. A full recording of the webinar will be made available afterwards for Investors at linius.com/company/investors/ 2
Slide 3: Disclaimer
Disclaimer For personal use only 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 informati
Slide 4: Welcome
For personal use only Welcome 4
Slide 5: Early Observations
Early Observations For personal use only We have the right Elements: • Market Opportunity • Strong Technology & Solutions • Talented Team • Great Partners We have the right Strategy: • Commercial products in clearly defined large markets • Customer success = proof = scale • Adopt a platform strategy
Slide 6: What is needed for success?
What is needed for success? For personal use only Focus • Ruthless alignment to strategy • Purpose • Clarity & alignment Execution • Sales process & pipeline conversion • Monetization – ARR • Adoption & satisfaction • Rigorous product lifecycle process Operational Excellence • People & culture • Org
Slide 7: Summary By Sector
Summary By Sector For personal use only • Great customers and use cases • Positive market feedback • Huge market potential • Viewer engagement = success • Happy, paying customer - UoN • Not clear on where Linius can win • WE HAVE IT! • Need to drive adoption • Test the market to narrow • Leverage cu
Slide 8: Business Update Highlights
For personal use only Business Update Highlights 8 8
Slide 9: NBL Launch – December, 2021
NBL Launch – 9 December, 2021 For personal use only “The NBL Fan Channel service provides an opportunity to extend the reach of our sport by allowing our fans to curate and share their own channels.” Larry Kestelman, Hungry Jack’s NBL Owner and Executive Chairman 9 9
Slide 10: NBL Launch – Fan Channel Video
NBL Launch – Fan Channel Video For personal use only 10
Slide 11: Sports Partners
Sports Partners For personal use only “I’ve never seen any other platform out there that offers this experience.” “Fan feedback was brilliant, really positive.” “The usage stats are very strong since we’ve launched; the stats speak for themselves: • Incredible dwell times, several minutes higher tha
Slide 12: Racing.com case study
Racing.com For personal use only case study • Increased user engagement by 125% • Doubled website page views to 400,000 • 50–100 new videos per day • Lowered time to market • Enabled its media team to independently create and publish videos • Low-latency, secure content delivery at scale “We are exc
Slide 13: Education
Education The Market Opportunity For personal use only • ANZ higher education is focus • Annual IT spend is $2.9 billion (in 2020) (1) • TAM: >1m students, 49k teaching staff, 41 Australian universities (1) Updates • University of Newcastle deployment evolving to connect more content to more users w
Slide 14: Whizzard Demonstration
Whizzard Demonstration For personal use only 14
Slide 15: Business – Whizzard approved for marketplaces
Business – Whizzard approved for marketplaces For personal use only The Market Opportunity • Global video conferencing market is a $6.8b USD market projected CAGR of >10%. (2) • Zoom has the #1 market position in Video Conferencing with nearly 50% share (3) Updates • Whizzard approved for vendor mar
Slide 16: To re-cap
To re-cap For personal use only We have: • Great technology • Solid base of clients • Significant market opportunity • Unique products with strong value prop • Talented team and partners We will: • Focus • Execute – deals, customer success, ARR • Repeat our successes • Lead the way to an LVS platfor
Slide 17: Corporate Overview
Corporate Overview Volume/Value Share Price Performance For personal use only 0.08 Share Price (13 December 2021) A$0.022 240 220 0.07 Market Cap A$37.3m 200 0.06 Volume Traded (million) 180 Share price (adj close) Total Shares on issue / listed on ASX 1,694.9m 160 0.05 140 Total options on issue 66
Slide 18: Annual General Meeting December 2021
For personal use only linius.com.au ir@linius.com Annual General Meeting December 2021