Atomos Ltd. · ASX:AMS
Atomos — Shareholder Meeting (November 2022)
14 slides from Atomos's shareholder meeting presentation, Nov 25, 2022
Slide 1: Atomos AGM: Company Update
For personal use only November 2022 Atomos AGM: Company Update Trevor Elbourne Chief Executive Officer James Cody Chief Financial Officer
Slide 2: ATOMOS: a global leader in video tech
ATOMOS: a global leader in video tech SOLVING CUSTOMER PROBLEMS FOR OVER 12 YEARS GLOBAL LEADER IN PROVIDING MUST-HAVE TOOLS FOR CONTENT For personal use only CREATORS. STARTED BY INVENTING THE MONITOR-RECORDER • Founded in 2010 with vision to democratise high quality video content creation • Unique
Slide 3: FY22 in Review
FY22 in Review SECOND HALF CHALLENGES WEIGHED ON FULL YEAR RESULT For personal use only A$m FY22 FY21 • Change from product-focused marketing led to sharp Revenue 73.3 78.6 drop in 3rd quarter sales • Actions taken at end of year to convert inventory to Gross Profit Margin 39% 48% cash impacted marg
Slide 4: FY22 in Review: Launched new products & services despite difficult year
FY22 in Review LAUNCHED NEW PRODUCTS & SERVICES DESPITE DIFFICULT YEAR For personal use only Challenges Solid Base now in place Exceptional New Product Portfolio • Misalignment between sales and marketing • Cost base corrections to right size business • Successfully launched new Series 2 ‘connected’
Slide 5: Huge Opportunities for growth
Huge Opportunities for growth IDENTIFYING OUR CUSTOMERS For personal use only Studio & broadcasting SIGNIFICANT GROWTH OPPORTUNITY Monitor recorder market AMS Total market is much larger 25 Atomos is entering new markets for streaming, remote collaboration and 125 cloud-based production which will s
Slide 6: Looking Forward – Products and Services
Looking Forward – Products and Services NEW PRODUCTS CLOUD SERVICES AND ECOMMERCE TO DRIVE FUTURE GROWTH For personal use only Atomos Cloud Series 2 Products eCommerce Services A collection of easy-to- Cloud connected Atomos devices bundled use cloud-based versions of Atomos’ with cloud-services col
Slide 7: New Era for Atomos Products
New Era for Atomos Products POWERING NEW GENERATION OF VIDEO COLLABORATION For personal use only Ninja More to come! Camera-to-Cloud Shogun Atomos Cloud Studio Video + Sources Zato Series 2 Devices Video CLOUD STUDIO Streaming Powering the ability to collaborate in real-time with anyone, anywhere, a
Slide 8: New Era for Atomos Products: Partners like Adobe
New Era for Atomos Products PARTNERS LIKE ADOBE HELPING DRIVE DEMAND FOR ATOMOS PRODUCTS AND SERVICES For personal use only Atomos Cloud Studio + 20+ million Adobe Create Cloud subscribers now have a reason to consider an Atomos product Hundreds of new cameras now part of the Frame.IO ecosystem via
Slide 9: Atomos Cloud Studio
Atomos Cloud Studio ATOMOS CLOUD STUDIO WILL REVOLUTIONISE LIVE PRODUCTION For personal use only Outside Broadcast Vans – Atomos Cloud Studio – Legacy Live Production Live Production SIMPLIFY Easier Cheaper Much Wider Appeal Traditional Live Production Atomos Live Production • Not scalable Eliminate
Slide 10: Atomos Cloud Studio: Mass appeal of live production
Atomos Cloud Studio MASS APPEAL OF ATOMOS LIVE PRODUCTION For personal use only Atomos Cloud Studio GAME CHANGER Enormous simplicity enables mass-appeal opportunities With nothing more than two iPhones, an iPad and an Atomos Cloud subscription, anyone can do a live production. Anywhere. Anytime. Soc
Slide 11: Direct to customer
Direct to customer ROLLOUT OF ATOMOS ECOMMERCE ON TRACK For personal use only Website partner for eCommerce solution engaged and development well progressed Payment platform partner selected Innovative buy-now-pay-later partner selected Third party logistics partners engaged On schedule to launch eC
Slide 12: Improved delivery of marketing
Improved delivery of marketing BETTER MARKETING CHANNELS TO CUSTOMERS For personal use only Focus on digital No more expensive New website and social tradeshows With the launch of eCommerce, fully Heavy use of digital platforms like No more big and expensive utilise our website as a powerful YouTube
Slide 13: Products & Services Outlook
Products & Services Outlook Atomos is building products and services that are at the forefront of new For personal use only collaboration workflows. These new products and services will fuel growth for the next 5+ years. • Leverage proven Atomos fundamentals: Deep tech expertise, great product desig
Slide 14: Financial Outlook
Financial Outlook BUILDING A BETTER BUSINESS For personal use only Managing Global Market Headwinds Lower Operating Costs Sales are very volatile in the current environment reflecting • Reorganization underway global economic uncertainty • Complete review of all operating cost lines • Fixed annual c