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Advanced technology allows faster, higher quality, more flexible productions

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Chris Tait, Executive Chairman Jeromy Young, Chief Executive Officer

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Global video technology company enhancing video content creation with products connecting the imaging & computer worlds together

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Strategic relationships with leading tech companies such as: Apple, Adobe & camera makers: Sony, Canon, Panasonic, RED & JVC Kenwood

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Allows video content creators to improve recording quality, save time & maintain greater flexibility/control in the content creation

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Advanced proprietary technologies underpin the current product suite AND will be used to drive future growth into new markets

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Production companies producing high-quality content for TV and cinema usually viewed on subscription streaming platforms

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Advertising, events, corporate, broadcast and education

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Consumers / prosumers who create and share on free, advertisement driven platforms

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•
Continued growth trajectory in 1H’20 with sales of $32.6m (up 34% pcp)
–
Driven by strong demand for Ninja V combined with emerging support 54.0
from global camera companies to implement RAW over HDMI capabilities
44.4
–
Acquired TCS in December 2019, providing access to technology that
29.7 11.8
enables multi-device wireless timecode synchronisation 35.6 2H 2H
30.5 31.1
– Raised $22.6m via Placement to acquire TCS & provide growth capital 27.5
17.3
16.7 2H 32.6
2H 1H
• Sales in 2H’20 ($11.8m) significantly affected by COVID-19 as global video 18.4 24.2
markets closed, end users became nervous & channel partners destocked 14.4 1H 1H
1H
• In swift response, reduced fixed cost base by ~60% to ~$1.0m per month,
FY15 FY16 FY17 FY18 FY19 FY20
including both temporary and permanent reductions as of April 2020
•
Raised capital in May to strengthen balance sheet in uncertain times & to
bring forward existing roadmap & take advantage of streaming opportunity
•
Financial and operational measures implemented during COVID, positioned
business well to emerge more streamlined and cost effective as global
markets reopened
1 FY15, 1H17, 2H17, 1H18 & 2H18 Unaudited
© ATOMOS 2020 | INVESTOR PRESENTATION
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•
Growing COVID cases and recent lockdown measures in key markets,
have todate not had any impact on sales in November 2020
• 1H’21 revenue ahead of expectation and now on track to exceed $28m 54.0
– Return to pre-COVID run-rate revenue levels ($5m+ per month) 44.4
ahead of prior guidance of early CY21 29.7 11.8
35.6
2H 2H
30.5 31.1
– Strong demand for existing products, with no new products 27.5 guidance
17.3
released during first 4 months of 1H’21; 16.7 2H 32.6
2H 1H 28.0+
– Validates the focus on building the ProRes RAW ecosystem through 1H
24.2
integrations with major global camera manufacturers (28 cameras in 14.4 18.4 1H 1H
total; 23 shipping, 5 announced) 1H
• Costs remain substantially below pre-COVID levels FY15 FY16 FY17 FY18 FY19 FY20 FY21
•
Strong cash position of $18.9m as at the end November 2020
•
Too early to give guidance for 2H’20, however AMS remains optimistic
that the current monthly sales run-rates can continue with existing
product range & improve as new products come to market
1 FY15, 1H17, 2H17, 1H18 & 2H18 Unaudited
© ATOMOS 2020 | INVESTOR PRESENTATION
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Shipped first units of NEON 17” in November
Early feedback from customers is positive
Further units of both NEON 17” and 24” to be shipped in December (~$1.0m sales in 1H’21)
Further products are in the pipeline for release in 2H’21

Apple ProRes RAW now established as new standard for RAW video capture with most major global video companies announcing their support

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with
RAW
(all
to
as a
to
RAW
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• AMS is the only company with monitor/recorders that can record Apple ProRes RAW (from enabled cameras)

• 28 cameras, from 8 different camera makers, are now supporting ProRes RAW from an AMS device with 5 additional cameras recently announced (all supporting RAW over HDMI) and due to ship over the coming months

• Given movement towards ProRes Raw as a global recording format, expect to announce further ProRes RAW integrations in 2H’21

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Capture

From the sensor of all major camera manufacturers

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Atomos products enhance content creation, quality and creativity

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Edit, Colour Grade, Titles, Graphics Finish in Post

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© ATOMOS 2020 | INVESTOR PRESENTATION
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Source: Apple. Final Cut Pro X - Apple (AU)

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α
Source:sony.com.au/electronics/interchangeable-lens-cameras/ilce-7sm3 Source: Nikon, Nikon Z 6 Filmmaker's Kit (nikonusa.com)
© ATOMOS 2020 | INVESTOR PRESENTATION
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AtomOS (Operating System)

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AtomIC (Custom Video SoC)

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while shooting
• Supports up to 4K resolutions, HD
240p
© ATOMOS 2020 | INVESTOR PRESENTATION
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Compact Monitor /Recorder device recording Apple’s ProRes

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Apple ProRes RAW: only monitor recorder that can record

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H.264 / 265

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First in-field 4K monitor Recorder (Shogun)

HDR range of monitor recorders

Combination of RAW, HDR, Recording (first 8K ProRes RAW mon/rec)

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Sata Disk

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Pro Video

Social

Gaming

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Pro AV
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Industrial

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Entertainment

Streaming

Broadcast

Security / Drones

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Complementing our deep technology and relationships, AMS has focused on being able to attract talent to assist in delivering upon our vision
Aim to progressively add key personnel to strengthen our team, with several key staff recently hired, notably:

• Mark Harland as COO / CMO

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20+ years global leadership at General Motors across operations, sales, marketing & customer experience
Settled in Australia a few years ago, working as Executive Director, Marketing at Holden and most recently co-founding an Electric Vehicle subscription start-up which was launched with AGL
Rodney Block as Head of Business Development

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20+ years senior executive experience holding various sales and MD roles in video games; working for US & Japanese publishers such as THQ, Disney Interactive, Capcom and Sega
Most recently was Senior Director Sales & Marketing at GoPro APAC, a position held for past six years

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Ninja HDMI only – includes AtomX adaptor range
HDMI & Quad SDI inputs
Broad market application due to portability
Broad market application due to portability
7” high brightness screen
Both 5” and 7” screen options
Record ProRes, DNxHR at 60p frame rates
Record ProRes®, DNxHR at 60p frame rates
ProRes RAW capability

• AtomHDR monitoring

AtomHDR monitoring
Includes recently released 5” Shinobi monitor only
Touch Screen Switching

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Larger format 19” monitor recorder
HDR Professional monitorShogun Studio recorder range for on-set • Rack mount 4K monitor and in-studio usage recorder solution
targeting studio usage
Four screen size options – 17”, 24”, 31” and 55”
Quad SDI & HDMI in/out
Dual 7” screens with touchscreen interface
Record ProRes/ProRes RAW, DNxHR, among others
Bluetooth controlled by using Atomos iOS App

Converters

SDI to HDMI or vice versa
Accessories
Cables, Caddies & Adaptors
Shinobi available in both HDMI & SDI capability

Social / Pro-Video Segment P ro-Video / Entertainment

Pro-Video / Entertainment

Entertainment

Various

Streaming

Chris Tait Executive Chairman Jeromy Young Executive Director & CEO Ticker AMS Share Price $0.95 Shares on Issue (m) 218.5 Market Capitalisation (m) $207.6m			8.4% 7.5% 8.2% 6.8%
	Perennial Value Mgmt
	Ellerston Capital Ltd
	Ms Claire Louise Young
	Domazet FT3 P/L

Sir Hossein Yassaie Non-Executive Director Stephen Stanley Non-Executive Director James Cody CFO Mark Harland COO / CMO Stephan Kexel Global Sales Director Trevor Elbourne CTO Naofumi Yoneda Chief Design Officer Frankie Lui Global Production Manager	$- $0.2 $0.4 $0.6 $0.8 $1.0 $1.2 $1.4 $1.6 $1.8 $2.0	Vl	0 1.0m 2.0m 3.0m 4.0m 5.0m 6.0m 7.0m 8.0m Volume (millions) Share Price
		oume









© ATOMOS 2020	INVESTOR PRESENTATION

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James Cody Simon Hinsley Chief Financial Officer Investor / Media Relations +61 407 048 514 +61 401 809 653 [email protected] [email protected]

July 2020

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For more information please visit www.atomos.com

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