Investor presentation
Released
Released
Announcement PDF
Business Update
Linius Technologies Limited (ASX:LNU)
James Brennan, CEO
September 2024
Disclaimer
This document has been prepared by Linius Technologies Limited (LNU). The information contained in this document is for information purposes only and has been prepared for use in
conjunction with a verbal presentation and should be read in that context. The information contained in this document is not investment or financial product advice and is not
intended to be used as the basis for making an investment decision. In preparing and providing this document, LNU has not considered the objectives, financial position or needs of
any particular recipient. LNU strongly suggests that investors consult a financial advisor prior to making an investment decision.
No representation or warranty, express or implied, is made as to the fairness, accuracy, completeness or correctness of the information, opinions and conclusions contained in this
presentation. To the maximum extent permitted by law, none of LNU, its related bodies corporate, or their shareholders, directors, officers, employees, contractors, agents or advisors,
nor any other person accepts any liability, including, without limitation, any liability arising out of fault or negligence for any loss arising from the use of information contained in this
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This document includes “forward-looking statements” within the meaning of securities laws of applicable jurisdictions. Forward looking statements can generally be identified by the
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expressions. Indications of, and guidance on, revenue models, pricing, earnings and financial position and performance are also forward-looking statements.
Such forward-looking statements are not guarantees of future pricing, performance and events, and involve known and unknown risks, uncertainties and other factors, many of which
are beyond the control of LNU, its related bodies corporate, and their directors, officers, employees, contractors, agents and advisors, that may cause actual results to differ materially
from those expressed or implied in such statement. Actual results, performance or achievements may vary materially from any projections and forward-looking statements and the
assumptions on which those statements are based. In particular, potential revenue opportunities and guideline pricing models set out in this document are based on certain
assumptions which may in time prove to be false, inaccurate or incorrect. Readers are cautioned not to place undue reliance on forward looking statements and LNU assumes no
obligation to update such information.
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presentation nor anything contained in it forms the basis of any contract or commitment. Without limiting the foregoing, this document does not constitute an offer to sell, or a
solicitation of an offer to buy, any securities in the United States. The securities of LNU have not been, and will not be, registered under the U.S. Securities Act of 1933, as amended
(Securities Act) or the securities laws of any state or other jurisdiction of the United States, and may not be offered or sold in the United States except in compliance with the
registration requirements of the Securities Act and any other applicable securities laws or pursuant to an exemption from, or in a transaction not subject to, the registration
requirements of the Securities Act and any other applicable securities laws.
Linius Technologies Limited (ASX:LNU) Investor Presentation | September 2024
Agenda
• Funding
• Go to market strategy
• Market analysis
• New products
• New partners
• New contracts
• Org restructure & path to break even
Linius Technologies Limited (ASX:LNU) Investor Presentation | September 2024
3
Linius funded with up to $3m capital raising
• $1.5m from traditional placement & convertible note
• Further placement facility for up to $1.5m at Linius discretion
• Significant endorsement of Linius business plan from professional &
sophisticated investors
• Provides runway to break even
Linius Technologies Limited (ASX:LNU) Investor Presentation | September 2024
Executing go to market strategy for growth
• Market analysis
• New products
• New partnerships
• New contracts
Linius Technologies Limited (ASX:LNU) Investor Presentation | September 2024
Social apps are stealing share from broadcasters
Linius Technologies Limited (ASX:LNU) Investor Presentation | September 2024
Broadcasters need a lifeline
Broadcast
“The decline in the number of subscribers is expected
to accelerate, with subscription revenue projected to
fall by around $15 billion annually by 2027. We expect
a revenue tipping point or cliff in the near future…”
Linius Technologies Limited (ASX:LNU) Investor Presentation | September 2024
vs
Social
Linius provides a true digital experience for broadcasters
Linius Technologies Limited (ASX:LNU) Investor Presentation | September 2024
Introducing:
Linius Captivate
• NLP Search
• Dynamic filtering
• Instant playback of
resultant assembly
• Navigate clips in stream
• Clip descriptions
• Likes, view, following
• Deep dive into highlights
• Related/recommended
content
• Popular, trending,
promoted content
published from
Whizzard
Linius Technologies Limited (ASX:LNU)
Investor Presentation | September 2024
Captivate
Demo
New products open greater total addressable market
# of users /
content volume
Captivate
Personalized video streams
User generated content
Content communities
Social engagement
Whizzard Highlights
automated highlights
Whizzard
content production
Linius Technologies Limited (ASX:LNU) Investor Presentation | September 2024
Market Size
Leading tech providers are now behind this strategy
GLOBAL SYSTEMS
INTEGRATOR
• World’s largest independent integrated media
services company
• Customers include StarTV, Channel 4, ITV,
Warner Bros. Discovery, Paramount, Disney+
Hotstar, BCCI, Amazon, MGM Studios & more
• 10k employees globally
• Content management, creation, distribution
• Generative AI
Linius Technologies Limited (ASX:LNU) Investor Presentation | September 2024
• One of the top global IT services providers
• Customers in most industries with strong
presence in public sector
• Systems/solutions integration specialist
• Market requires key industry partnerships
• Off-the-shelf Linius platform and APIs
Recent partners driving opportunities
Linius Technologies Limited (ASX:LNU) Investor Presentation | September 2024
Extension with CA is ultimate validation of this strategy
• Ultimate validation of the Captivate model
• Linius extends contract to include distribution of the CA
video archive
• CA archive + Captivate and Whizzard
• Walk in with a complete package: content + experience
Linius Technologies Limited (ASX:LNU) Investor Presentation | September 2024
Restructure and path to Break Even
• Restructure possible due to product completion & partner GTM
• More scalable, lower cost deployment method
6
• Reduced $1m annual cost
• Faster revenue growth from partner GTM
funding
+
lower cost
+
=
revenue
growth
complete strategy
(partners/product)
Linius Technologies Limited (ASX:LNU) Investor Presentation | September 2024
=
runway to
break even
Linius Technologies Limited
James Brennan, Chief Executive Officer
+61 (0)3 8672 7186
ir@linius.com
linius.com
Linius Technologies Limited (ASX:LNU) Investor Presentation | September 2024
References
• Slide 6
• https://www.emarketer.com/content/digital-video-will-surpass-tv-us-viewing-time-this-year
• https://www.emarketer.com/content/social-media-isn-t-dying-it-s-still-growing
• Slide 7
• https://www.pwc.in/industries/technology-media-and-telecommunications/the-future-oflinear-tv.html
• https://www.zippia.com/advice/youtube-statistics/
• https://www.emarketer.com/chart/255269/tiktok-net-ad-revenues-worldwide-2019-2024billions
• https://www.statista.com/statistics/271258/facebooks-advertising-revenue-worldwide/
Linius Technologies Limited (ASX:LNU) Investor Presentation | September 2024
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