ATOMOS LIMITED - Investor Presentation 2020

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ThePress NovemberJuly 2020 Presentation Template Cupcake ipsum dolor sit amet. Sweet chupa chups cheesecake sugar plum. Sesame snaps cotton candy pie pie lemon drops ice cream croissant cheesecake. Tootsie roll tiramisu candy sesame snaps caramels halvah. Jujubes tiramisu fruitcake bear claw tiramisu wafer lemon drops candy canes dragée.

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Advanced technology allows faster, higher quality, more flexible productions

Chris Tait, Executive Chairman Jeromy Young, Chief Executive Officer James Cody, Chief Financial Officer

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Sales in October 2020 were up 200%+ compared to 2H’20 run rate sales, continuing the positive recovery momentum post the COVID-19 (COVID) lockdown
This acceleration marks a return to pre-COVID sales levels for the month of October which is three months earlier than previous guidance
Strength in sales is based on existing products and validates the focus on building the ProRes RAW ecosystem through integrations with major global camera manufacturers

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Well-funded with $19m cash on hand as at 30 June 2020 and access to a $5m undrawn working capital facility

New streaming and live video products, which are anticipated to be released in 2Q’21, are expected to generate significant additional demand

New streaming and live video product on track for release in 2Q’21 – further detail to be announced at the Annual General Meeting on 30 November 2020

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Expect to be a larger (existing + new products), more cost-effective business as the Company returns to preCOVID-19 levels of revenue

Cost control in line with previous guidance

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Global video technology company that enhances video content creation with products that connect the imaging and 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 and maintain greater flexibility and control over the content creation process

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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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From the sensor of Atomos products enhance content all major camera manufacturers creation, quality and creativity

Edit, Colour Grade, Titles, Graphics Finish in Post

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Bypass internal compression

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Edit ready & tagged footage

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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

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SHINOBI
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Social

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SHOGUN
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NEON
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NEW MARKETS Entertainment

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1 CIPA Report, 2017
© ATOMOS 2020 | INVESTOR PRESENTATION
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Creating low cost ‘professional solutions’

• to create all in one simple, powerful product set – already includes multicamera features

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formats for ultimate flexibility for live & curated production

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Daily Zoom users
has grown from
to
December 2019
to April 2020
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Switching from people to product to presentations, along with inserting graphics and edits in real time is complex and usually requires a computer
Record in high-quality and Live Stream is expensive and complex – users compromise today
Produced and edited live content after streaming is currently low quality
AMS have dynamic touch switching technology included in the current Sumo and Shogun products
AMS’ product pricing allows a wider customer base to utilise professional live production techniques
Accelerate Roadmap on existing Ninja Platform
- Add High quality internet streaming formats in HD or 4K
- Add Internet connectivity – 5G/4G Mobile, WiFi, Ethernet
Professional live set ups are difficult for ‘normal’ customers
AMS' ability to record/process 4x HD processing & 1x HD live streaming simultaneously is the same as 4K RAW processing
Ease of use and low cost allows AMS to target our core professionals, in our core market segments as they change their production techniques to live – then democratise lower
Same sales and marketing channels AMS have today

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Including live streaming

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Real-time Playout

Capture LOG/RAW

Dynamic AtomHDR Processing

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Ninja 2 released and bundles with Canon and Nikon

Atomos founded Apple approves ProRes in Ninja

Licence agreement with Microsoft Inc.

‘Shogun’ monitor recorder released – in-field 4kmonitor, recording, playback device

Development on custom video SoC – Atomic

Announced SUMO 19” at NAB Show and won best new monitor recorder

Signed partnership with JVC Kenwood for joint video development

Released new global recording format with Apple , ProRes RAW

New product, Ninja V released

Announces first 8K Pro-Res Raw Monitor-Recorder

Acquired Timecode Systems

Develops Neon to launch in 2020

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Adobe & Avid support Atomos products into their post-production workflow

Licence agreement with HDMI Inc.

Samurai Blade Monitor recorder released – broadcast and higher end video market

Released HDR range of monitor recorders

Multiple awards at National Association of Broadcasters (NAB) trade show

Lists on ASX in December

Expanded recording ecosystem with 21

cameras to be able to record Apple ProRes Raw to an Atomos device

Releases AtomX Sync

Announces developing streaming solution

Chris Tait Executive Chairman Jeromy Young Executive Director Ticker AMS Share Price $0.63 Shares on Issue (m) 218.5 Market Capitalisation (m) $138m	Perennial Value Mgmt 9.5% Ellerston Capital Ltd 9.3% Ms Claire Louise Young 8.2% Domazet FT3 P/L 6.8%	Perennial Value Mgmt 9.5% Ellerston Capital Ltd 9.3% Ms Claire Louise Young 8.2% Domazet FT3 P/L 6.8%

Sir Hossein Yassaie Non-Executive Director Stephen Stanley Non-Executive Director Jeromy Young CEO James Cody CFO 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 $2.0 Share Price ($)	0 1.0m 2.0m 3.0m 4.0m 5.0m 6.0m 7.0m 8.0m Volume Volume Share Price
© 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

AI assistant

ATOMOS LIMITED Investor Presentation 2020

64380_rns_2020-11-03_9463347e-083b-4dc3-933c-234b4ab97eaa.pdf

Streaming

Creating low cost ‘professional solutions’

AI assistant

ATOMOS LIMITED — Investor Presentation 2020

64380_rns_2020-11-03_9463347e-083b-4dc3-933c-234b4ab97eaa.pdf

Streaming

Creating low cost ‘professional solutions’

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