ATOMOS LIMITED — Investor Presentation 2022

Apr 21, 2022

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HIGHLIGHTS

• Atomos is pleased to announce a technology step-change with the launch of two new networkconnected devices, the ATOMOS CONNECT and SHOGUN CONNECT

• New partnership with Frame.io (an Adobe company) - Camera to Cloud enhances Atomos’ value to content creators collaborating remotely

• 1M Frame.IO subscribers and 26M Adobe Creative Cloud subscribers represents large opportunity for Atomos to attract new customers – Frame.IO now free to Adobe Creative Cloud subscribers

• The launch of Atomos Cloud Studio introduces cloud-based video production tools and services, representing the Company’s entry into subscription-based revenue streams. These products and announcements will assist in driving margin expansion and recurring revenues

• Atomos reconfirms its FY22 guidance for revenue of $95m+ and EBITDA margins of 12-15%

• Atomos flags FY23 and FY24 software ARR guidance of $3m+ and $6m+ respectively

• Pipeline of products: targeting 3 by end FY22 and a further 5-6 in FY23

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EXISTING HARDWARE

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TODAY

• WE ARE AT CAPTURE ONLY – PRODUCTION & CREATIVE ARE DISCONNECTED

Currently ATOMOS products are sold on a one-off revenue basis. ATOMOS’ customers are engaging 3[rd] parties for missing parts of the workflow.

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ON SET FILE TRANSFER
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LIVE/POST PRODUCTION

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DELIVERY
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ATOMOS’ current offering
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Opportunity

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SOLUTION

CONNECT EVERYTHING SEAMLESSLY IN THE CLOUD

ATOMOS can now address these missing parts directly.

Today’s announcement allows ATOMOS to address all parts of the workflow.

Importantly it provides ATOMOS’ customers with a more complete offering and provides ATOMOS with significant opportunities for revenue expansion.

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ON SET

FILE TRANSFER

LIVE/POST PRODUCTION

DELIVERY

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NEW HARDWARE

NEW CONNECTED DEVICES LAUNCH OF SERIES 2

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ATOMOS NEW HARDWARE

CONNECTED DEVICES

USD$399 JUNE 2022

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1GbE ROBUST HARDWIRED NETWORK CONNECTION

Wi-Fi 6

HIGH PERFORMANCE & MOBILE HOTSPOT SUPPORT

SYNC LONG RANGE AIRGLU[TM] WIRELESS SYNC

12G SDI IN UP TO 4K 120P SDI RAW 6K 30P

ATOMOS CONNECT

Module accessory which attaches to Ninja V & Ninja V+

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ATOMOS NEW HARDWARE

CONNECTED DEVICES USD$1299 JUNE 2022

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1GbE

ROBUST HARDWIRED NETWORK CONNECTION

Wi-Fi 6

HIGH PERFORMANCE & MOBILE HOTSPOT SUPPORT

SYNC

LONG RANGE AIRGLU[TM] WIRELESS SYNC

12G SDI IN & OUT UP TO 4K 120P SDI RAW 6K 30P

7”

7-inch HD HDR 2000nits +/- 10%

USB

SHOGUN CONNECT

UVC WEBCAM INPUT AND OUTPUT PD POWER

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CLOUD STUDIO

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ATOMOS CLOUD STUDIO

• Atomos also announces Atomos Cloud Studio, a collection of cloud-based video production tools and services which will be made available to Atomos customers via tiered subscription plans, depending on usage. Atomos Cloud Studio has been developed in partnership with UK based company MAVIS.

• Cloud Studio will launch with several new cloud-based live and instant video production services:

• ATOMOS Capture-to-cloud and Video Streaming for remote live video previewing and streaming, as well as cloud-based collaboration and sharing. There will be several subscription plans priced up to around USD 10 per month

• ATOMOS Live Production is a cloud-based multicamera switching and production solution for live events and live streaming. There will be subscription plans for live production; with premium plans at around USD 30 per month and professional plans that will be charged hourly

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ATOMOS CLOUD STUDIO

• SUBSCRIPTION PLANS OVERVIEW – LAUNCHING IN JUNE WITH A FREE PROMOTIONAL PERIOD

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STARTER PREMIUM PLANS PLANS SIMPLE LIVE PRODUCTION WORKFLOW AROUND $30 INFLUENCER GAMING CORPORATE EDUCATION STREAMING HOUSE-OF-WORSHIP

COLLABORATION & WORKFLOW RANGING FROM FREE TO AROUND $10 CAMERA-TO-CLOUD COLLABORATION STREAMING LIVE VIEWING

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PROFESSIONAL
PLANS
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LIVE BROADCAST CHARGED HOURLY SPORTS OLYMPICS LIVE EVENTS NEWS

INCREASING PRODUCTION VALUES – HIGHER COST

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ATOMOS CLOUD STUDIO – STARTER PLANS

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More to come!
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OVERVIEW

CONNECT YOUR NINJA TO THE WORLD!

COLLECTION OF CLOUD-BASED TOOLS WHICH MAKE COLLABORATION AND SHARING FROM ANYWHERE IN THE WORLD SIMPLE AND INTUITIVE DIRECTLY FROM ATOMOS DEVICES!

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Camera-to-Cloud
Video
Sources
Social
Streaming
C L O U D S T U D I O
File
Sharing Remote
Live View
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ATOMOS CLOUD STUDIO – STARTER PLANS

COLLABORATION - CAPTURE TO CLOUD

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DUAL RECORD
HQ
LQ
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REVIEW
COMMENT
APPROVE
LQ
HQ – HIGH QUALITY LARGE FILE FOR FINAL DELIVERY
LQ – LOWER QUALITY SMALL FILE FOR SHARING/COLLABORATION
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ATOMOS CLOUD STUDIO – SIMPLE PLANS

COLLABORATION - FILE SHARING

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LQ
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GOOGLE DRIVE
DROPBOX
LQ
MORE TO
COME
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ATOMOS CLOUD STUDIO

COLLABORATION - LIVE VIEW ON-SET VIDEO FROM ANYWHERE

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CLIENT OR
DIRECTION REMOTE
VIEW OF WHAT’S
HAPPENING ON SET
WITH VERY LITTLE
DELAY
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ATOMOS CLOUD STUDIO

LIVE STREAM VIDEO TO SOCIAL PLATFORMS

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YOUTUBE
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FACEBOOK

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TWITCH
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MORE TO COME

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ATOMOS CLOUD STUDIO – PREMIUM PLANS

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Remote
Video Sources
Commentary
Social Platform
Destinations
C L O U D S T U D I O
Share
Recording of
Live Events
App-based Live
Production
Remote Client /
Director
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OVERVIEW

LIVE PRODUCTION. ANYWHERE. ANYBODY.

SIMPLE LIVE MULTI-CAMERA PRODUCTION FROM ANYWHERE NO COMPLICATED EQUIPMENT CLOUD BASED CONTROLLED BY IPAD APP VIDEO INPUTS FROM NINJA OR IPHONE NO PRODUCTION EXPERIENCE REQUIRED

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GET RID OF THE KIT
MAKE IT EASY
AID COLLABORATION
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ATOMOS CLOUD STUDIO – PREMIUM PLANS

COMPLICATED HARDWARE REPLACED BY SIMPLE SOFTWARE

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Producer
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Director or Client

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VOICE
COMMS
VOICE
COMMS
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Commentator

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Camera Operators

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ATOMOS CLOUD STUDIO – PROFESSIONAL PLANS

BROADCAST LEVEL LIVE PRODUCTION

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MOVE TO THE CLOUD GET RID OF THE GEAR

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ATOMOS CLOUD STUDIO – PROFESSIONAL PLANS ELIMINATE LOTS OF EXPENSIVE EQUIPMENT. REPLACED BY SOFTWARE

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GET RID OF THE KIT MAKE IT EASY AID COLLABORATION

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CLOUD STUDIO

$3M+

$6M+

ARR YEAR 1 END OF FY23

ARR YEAR 2 END OF FY24

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HARDWARE. SOFTWARE. CLOUD.

Q&A

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