Investor Presentation
Released
Released
Announcement PDF
I I N V E S T O R P R E S E N T A T I O N
Video
Superintelligence™
The infrastructure layer between AI and video.
ASX: IOV
ion.video
Important Notice and Disclaimer
This presentation has been prepared by ION Video Limited (ACN 149 796 332) (ION or the Company) to provide summary information about ION and its subsidiaries. This presentation is provided for information purposes only. The information in
this presentation is in summary form, does not purport to be complete and is not intended to be relied upon as advice to investors or other persons. The information contained in this presentation was prepared by the Company as of its date and
remains subject to change without notice. It should be read in conjunction with ION's other periodic and continuous disclosure announcements lodged on the ASX platform, available at www.asx.com.au.
This presentation contains forward-looking statements, including statements about technology capabilities, product development timelines, patent scope and commercialisation prospects, market opportunity, planned events (including the
showcase scheduled for 30 June 2026), and business strategy. Forward-looking statements are based on the Company's current knowledge, intentions, and expectations as at the date of this presentation and involve known and unknown risks
and uncertainties that may cause actual results, performance, or achievements to differ materially from those expressed or implied. The Company cautions against undue reliance on any forward-looking statements. ION undertakes no obligation
to update any forward-looking statement to reflect events or circumstances after the date of this presentation, subject to any applicable disclosure obligations under the ASX Listing Rules and the Corporations Act 2001 (Cth).
Statements in this presentation concerning granted patents, filed patent applications, and the scope or validity of intellectual property rights are based on information available to the Company as at the date of this presentation. Patent rights are
subject to legal challenge, reexamination, and jurisdictional limitations. Certain statements in this presentation describe potential applications, use cases, or future opportunities for the Company's technology. These statements are illustrative only
and should not be interpreted as evidence of existing commercial adoption, customer demand, revenue generation, or market acceptance.
Descriptions of technology capabilities reflect the Company's assessment of its current and anticipated technology and should not be read as warranties or guarantees of performance, commercialisation, or freedom to operate. Independent IP
opinions referenced in this presentation were obtained by the Company and were not prepared for the purpose of this presentation.
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indirect loss or damage which may arise or be suffered through use of or reliance on anything contained in, or omitted from, this presentation.
ION Video Limited ASX: IOV
Forward-Looking Statements
Technology and Intellectual Property Claims
Third-Party Market Data
Not Financial Advice or an Offer of Securities
No Liability
www.ion.video
A third of our lives
looking for something
to watch.
Video - the dominant data type on earth, and the least usable.
The supply is infinite.
The relevance is close to zero.
82%
of all internet traffic is now video.
$1T
global video market by 2030.
~0%
of it is personalised to the individual.
ION Video Limited
Source: Cisco's Visual Networking Index (VNI)
Source: Omidia 2026 Global online TV Report
Source: ION estimate
Source: Nielsen's Gracenote State of Play
www.ion.video
From Rendering
to Assembly
The
Disappearing
Audience
T H E S T R U C T U R A L S H I F T
0 1 · T H E S T R U C T U R A L S H I F T
0 2 · T H E S T R U C T U R A L S H I F T
T H E S T R U C T U R A L S H I F T
AI can see.
But it cannot act.
The gap is not computational. It is structural. AI can generate video,
analyse it, and reason about it. What it cannot do is reach into an
existing archive, pick the exact moments that matter, and deliver them
as an instant, personalised result.
ION fills that gap.
W H A T A I C A N D O
Generate. Analyse. Reason.
It understands video. It cannot touch the archive.
W H A T I O N A D D S
Reach in. Select. Assemble.
The action layer that turns understanding into delivery.
ION Video Limited ASX: IOV
0 3 · T H E B R E A K T H R O U G H
T H E B R E A K T H R O U G H
What we built: we virtualised
video.
A two-hour film becomes a lightweight reference object. Kilobytes, not
gigabytes. No video data inside. Every frame becomes addressable,
searchable, and programmable. The original is never touched, and never
duplicated.
One master. No transcoding. Infinite variations.
{ } virtual.ion 115 KB
{
"source_id": "UUID-89X",
"timeline": {
"in": "00:15",
"out": "00:45"
},
"meta": "Rocket Launch"
}
890 MB → 115 KB
ION Video Limited ASX: IOV
0 4 · H O W I T W O R K S
H O W I T W O R K S
Three steps. From static video to adaptable video.
01
Discover
Every frame is indexed. Your archive
becomes a machine-readable
knowledge asset.
02
Virtualise
A Virtual Video File references the
original. The source is never moved,
and never touched.
03
Assemble
New experiences are composed on
demand, in near real time. No new file
is rendered.
1,000 viewers. 1,000 unique experiences. Zero new files rendered.
ION Video Limited ASX: IOV
0 5 · W H A T I T U N L O C K S
W H A T I T U N L O C K S
Every frame becomes adaptive intelligence.
AI Agents
Can now act on every frame of video ever created,
not just describe it.
Platforms
One master source. Infinite variations. Storage and
rendering costs collapse.
Industries
Media, broadcast, sport, advertising, defence,
education, and healthcare.
People
Every video becomes adaptive, personalised, and
made for one.
ION Video Limited ASX: IOV
0 6 · W H O N E E D S T H I S
W H O N E E D S T H I S
Every industry powered by video.
If your business runs on video, you need ION.
Media & Entertainment Broadcast & Streaming Sport & Live Events Education & Training
Telecommunications Healthcare & Life Sciences Advertising & Marketing Security & Defence
ION Video Limited ASX: IOV
0 7 · T H E C A T E G O R Y
T H E C A T E G O R Y
We didn't enter a category.
We created one.
AI agents dynamically assist, assemble, personalise, and govern video for every
individual, in real time, at any scale, without the cost. ION is the infrastructure that
makes it possible.
Video Superintelligence™
ION Video Limited ASX: IOV
0 8 · T H E M O A T
T H E M O A T
A 20-year head start.
Six granted US patents. Priority date: August 2007, filed before the AI video
wave existed. Granted across the United States, Australia, Canada, Europe,
South Korea, China, and Hong Kong. A patented method for virtualising
video at scale
US 8,893,203 US 9,516,392 US 9,544,657
US 9,918,134 US 9,955,222 US 10,721,507
Validated
Independently reviewed by Alder IP.
Three opinions: validity, novelty, and
freedom to operate.
All three positive.
ION Video Limited ASX: IOV
0 9 · T H E O P P O R T U N I T Y
T H E O P P O R T U N I T Y
A trillion-dollar market.
ION holds six granted US patents relating to video virtualisation.
$1T
Global video market by 2030
82%
Of internet traffic is video
One
Company holds the patents
The biggest names in AI have proven that users want personalised video. They have also proven, through the limits of
their own products, that it cannot be delivered without a new infrastructure layer.
ION believes its technology can serve as a key infrastructure layer.
ASX: IOV
1 0 · O U R P O S I T I O N
T H E B U S I N E S S M O D E L
Infrastructure,
not product.
We power hyperscalers, AI companies, and chip vendors. Pure IP
licensing. No products, no verticals, and no end users.
We enable. They innovate.
ION seeks to become infrastructure for video in the same way
that Stripe became infrastructure for payments and AWS
became infrastructure for compute..
AI / APPS
HYPERSCALERS
ION LAYER
VIDEO ARCHIVES
ION Video Limited ASX: IOV
1 1 · T H E I P I S C O M P O U N D I N G
P A T E N T E X P A N S I O N
Two new patent families filed.
F A M I L Y 3 · F I L E D
The Right to Resolve References
• The Video Token
• Cryptographic control layer
• Assembly only on a valid token
• Governs who, under what rights and terms
• Enforced at the moment of resolution
F A M I L Y 4 · F I L E D
The Right to Identify References
• Sample-level authentication
• A structural defence against deepfakes
• Verifies every binary sample, cryptographically
• Survives re-encoding
• Not detection. Proof.
VALIDATION UPDATE
Novelty searches and freedom-to-operate reports commissioned. In discussion with further independent research
bodies. A new patent concept is already in development.
ION Video Limited ASX: IOV
3 0 J U N E · L I V E S H O W C A S E
T H E S H O W C A S E
ION’s virtual video
production interface.
On 30 June, ION unveils a first look at a new segment in social video and a new
approach to social video experiences, assembled live, with no rendering.
Fully working
Live, working technology, not a
concept render.
Demonstrated live
Assembled in real time, in front of
the room.
Audience orchestrated
Curated and directed live by the
audience.
T H E C A T E G O R Y I S D E F I N E D
Video is no longer locked.
What will you build?
Every frame of video ever created is now usable intelligence. Six granted patents across seven
jurisdictions. The foundation exists. The category is defined.
Talk to the ION team investor.relations@ion.video | +61 3 8672 7186 | ion.video
ASX: IOV
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