Celebrus Technologies (LSE:CLBS) — Post AGM Q&A

0:00 Good afternoon, ladies and gentlemen. Welcome to the CELEBRUS TECHNOLOGIES PLC Post AGM Investor Q and A Session. Throughout today's recorded meeting, investors will be in listen only mode. Please submit your questions at any time just using the Q and A tab. It's situated on the right hand corner of your screen. Before the we begin, we'd like to submit the following poll, and I'm sure the company would be most grateful for your participation. I'd now like to hand over the meeting to our Executive Chair, Tom Skelton. Good afternoon. Thanks a lot, Mark. Appreciate that, and welcome, everybody. We're very excited to have you here today. Obviously, this morning, we conducted the formal AGM. This is the post AGM q and a, and it it follows a period of tremendous change here for CELEBRUS, and we're very excited about the direction of the business and the strategy that we're pursuing.

0:51 And we look forward to hearing from you all on the questions that you'd like us to address here today. If you I don't have anything in front of me now, so what I will do is I'll turn it over to you, Bill. Probably, be good to give a quick summary for our attendees today, and, we'll then see what they've got for us in terms of questions. Yeah. So thanks, Tom. Obviously, for any of you that that we're following, obviously, all results passed. And and I think the the comment that I'll make, around that is just thank you for the support. Obviously, this is, as Tom mentioned, been a time of transition in the business. In my opinion, an exciting time as we've sort of, shed some of the skin, so to speak, of some of the things that that we thought were were sort of, holding the company back and and and not allowing us to focus a 100% on our own software and IP and the and the growth therein.

1:45 I think as we as we come through the the first half results and have the the new sort of revenue categorizations and breakdown in some of the the story clearer and more transparent around things like CELEBRUS ARR and the things that we talked about in the results a little over a month ago. I think that'll make the the business much easier to understand. We as a team are are energized and just very grateful for all of your support, not only in showing up today, but also in in the support as we went through this this transition and had that period of time where where we were a bit quiet as we were sorting through, all of the, the communication and and getting the sort of, the market updates out through the analysts and and things of that nature. It was also great to see many of you in person, but in London as well in July. And, that's my, my thank you spiel. There's only one question in at the moment, so I guess I'll I'll jump into to that question.

2:36 And then if there's any others, please, by all means, feel free to feel free to shout. We we we know this is so close to the results that sometimes a lot of the questions have already been answered. But if there's anything top of mind, please feel free to drop that into the q and a tab, and we'll we'll get to it. The only question in there at the moment is can you give a little bit of detail about the recent win announcement? I think it was about a couple of weeks ago now at this point in time. We announced yet yet another win. This is with the financial services business in The UK, And it's it's following a very common theme that's happening, across a lot of, a lot of our markets at the moment, which is, growing frustration with some of our key competitors. In this case, this this organization had grown frustrated with Adobe, not just in terms of, Adobe's cost, but, but also the the features that we're just lacking.

3:31 Know, one of the things that I think sometimes we take for granted on our side is that we have a development team that puts two major updates out a year, in in advancing the platform from a variety of perspectives where where we wanna take it, obviously, but also feedback from our customers and partners. We're blessed with with an incredible engineering team that does that, and that's not something that a lot of other marketing technology companies can hang their head on. And, you know, we try to do our best to to listen to customers. We try to do our best to innovate the platform. And in doing so, it gives us, in in my humble opinion, a a leg up in the in the marketplace, and that's exactly what happened here. There were several gaps and challenges that this organization was facing and several frustrations with regards to their data quality, their ability to capture digital customer journeys, their ability to know who the consumer was, what right then and there when they were on the the site or the mobile app.

4:25 And those were all things that through an intensive, I'd say, interview dating process, we were able to to show that customer, through live demonstrations, POCs, and and things of, things of that nature. So it was a great win for the business. And when we talk about it internally, it was a true team effort. You know, when I say it was an interview process, there was a every single department got involved, from security to finance and and the back office teams to HR to to, obviously, sales, marketing, and and the executive staff as well. So that's that's a bit about that that win. One of the other questions coming in yeah. I suppose we should have done this right at the gate for everybody, but, let's go around. And, obviously, you met Tom, our our chairman, myself.

5:14 Would hope at this point you all know who Ash is, but, let's let each of the, nonexec directors, if you don't mind, introduce yourselves. Peter, you're the first one on my screen. So we'll go left to right, Peter, Monica, and then Helen. Okay. Thanks, Phil. Hi, everybody. And and, again, thanks for taking the time to join us today. My name is Peter Whiting. My background is as a financial analyst. I finished my full time career with UBS about fourteen years ago. I've been a non exec director on a number of boards since then. I've been on the CELEBRUS board now for about seven years. So I'm one of the NEDs, and I chair with you very much. Thank you, Peter. Monica? Hello. My name is Monica Kabidov. I'm on the board of CELEBRUS since end two thousand nineteen.

6:05 My background is technology operations and commercials. I've done a lot of IP licensing software licensing, the things. And I chair the ESG committee, of which Ash is is also a member. And, Helen, over to you. Thank you, Monica. Hi. So I'm Helen Gilda. My background's finance. I was CFO of an AIM listed business, zoo digital group for many years. I left there in 2018 and since then have had a executive nonexec portfolio career. I'm I've been with CELEBRUS for a couple of years now, and I'm chair of audit committee. Awesome. Thank you all.

6:52 One of the other questions coming through let's see. What's the forward thinking in terms of getting ahead of the competition? I I it's not easy, but innovation is the key. I mean, that's really it. Right? Yeah. We have the benefit of having quite a few people that have been in this industry for for quite a long period of time, myself included, that have worked with a lot of the competition, and in some cases implemented them. So there's a lot of internal knowledge about what these platforms can do and what they can't do. Say the second area is clients are quite vocal, which goes into one of the other questions on here, which what are the qualifying questions you ask for potential cost ask of potential customers. I've talked about this a little bit with investors, but it kinda ties into the innovation. Right? When we're when we're meeting with prospects, we're trying to find people that are frustrated with something. They know something's missing, and they know what they would do if that wasn't missing anymore. Right? Whether that's having, you know, more complete, you know, digital data across their websites and mobile apps, or one of the more common ones is is, you know, being able to have a profile and understand who their customers are even when they're not logged in, or even one that I was on this morning just ahead of this call, which is purely focused on compliance.

8:04 They don't wanna send their data outside the organization anymore, and they want a platform that that can enable that for them, which is which is right in our wheelhouse. So we we do a lot of listening, because, candidly, the things that clients complain about or or are frustrated with or prospects, not all of them might be things that we could deliver today. A prime example of that is the are the analytics platforms that we've brought to life over the last three years. Those didn't exist three years ago. The reason that they existed was because we had several clients that had to move away from, at the time, Google Analytics in The States. They were health care customers, as a result of, HIPAA compliance, which is HIPAA for anybody that wants to Google that. It's like GDPR for health care. But, ultimately, they had to shut off third party platforms, and these clients came to us and said, can't you just do analytics? You you're doing all of our you're creating all of this data for us anyways. And, you know, that instantly became part of the road map and was live in about three months.

8:59 You know, those are that's the type of speed that we're very fortunate to have a team that can work at, but it's also a key part of innovation. If we're if we're innovating in in the darkness, you know, in a and and just thinking to ourselves and not taking external inputs from clients, partners, prospects, and not listening to the things that are coming up at events when people are presenting on stage and the things that and the challenges that people talk about. You know, we've we we're constantly trying to listen because it's the only way that you can actually stay out in front of the competition. I'm not seeing any other any other questions coming in. Hopefully, that answers everybody else's questions. But, I think I don't know, Tom. I guess, should we just go ahead and, and throw it back to Mark and and wrap it up?

9:48 That's great, Bill, Tom. Unless there's any objection, what I'll do is I will redirect those attendees on today's call, to give you feedback. So ladies and gentlemen, thank you very much for your time. We will now redirect you for your thoughts and expectations, which I'm sure will be greatly valued by the company. Thank you very much indeed to you all for your time and your engagement this afternoon. Good afternoon.