investor q&a webinar for personal use only · 2019-01-14 · contact: [email protected] syntonic...

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Contact: [email protected] Syntonic Limited (SYT.ASX) ABN 68 123 867 765 Unlocking the value of mobile data Investor Q&A Webinar Gary Greenbaum CEO and co-founder Rahul Agarwal CTO and co-founder 15 January 2019 For personal use only

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Page 1: Investor Q&A Webinar For personal use only · 2019-01-14 · Contact: ir@syntonic.com Syntonic Limited (SYT.ASX) ABN 68 123 867 765 Unlocking the value of mobile data Investor Q&A

Contact: [email protected]

Syntonic Limited (SYT.ASX)

ABN 68 123 867 765

Unlocking the value of mobile data

Investor Q&AWebinar

Gary GreenbaumCEO and co-founder

Rahul AgarwalCTO and co-founder

15 January 2019

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Page 2: Investor Q&A Webinar For personal use only · 2019-01-14 · Contact: ir@syntonic.com Syntonic Limited (SYT.ASX) ABN 68 123 867 765 Unlocking the value of mobile data Investor Q&A

This presentation does not

constitute or form part of any

offer to sell, or solicitation of any

offer to buy, any securities in the

United States or any other

country. This presentation may

not form the basis of any contract

or commitment whatsoever with

any person. Distribution of this

presentation may be restricted by

applicable law. In particular, only

persons in the United States who

are “qualified institutional buyers”

(as defined in Rule 144A under

the US Securities Act of 1933) may

receive this presentation.

This presentation has been

prepared by Syntonic Limited

(“Syntonic”) as a summary only,

and does not contain all

information about Syntonic’s

assets and liabilities, financial

position and performance, profits

and losses, prospects, and the

rights and liabilities attaching to

Syntonic or Syntonic’s securities.

Any investment in Syntonic should

be considered speculative and

there is no guarantee that they

will make a return on capital

invested, that dividends would be

paid, or that there will be an

increase in the value of the

investment in the future.

Some of the statements

contained in this report are

forward looking statements.

Forward looking statements

include but are not limited to,

statements concerning Syntonic’s

business plans, expected costs,

and expected revenues, and other

statements which are not

historical facts. When used in this

presentation, and in other

published information of

Syntonic, the words such as “aim”,

“could”, “estimate”, “expect”,

“intend”, “may”, “potential”,

“should” and similar expressions

are forward-looking statements.

Although Syntonic believes that its

expectations reflected in the

forward-looking statements are

reasonable, such statements

involve risk and uncertainties and

no assurance can be given that

actual results will be consistent

with these forward-looking

statements.

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Page 3: Investor Q&A Webinar For personal use only · 2019-01-14 · Contact: ir@syntonic.com Syntonic Limited (SYT.ASX) ABN 68 123 867 765 Unlocking the value of mobile data Investor Q&A

Corporate Details

Issued Ordinary Shares

2,982,110,210

Market capitalization(14 Jan 2019,

undiluted)

A$20.87MILLION

Mission Statement

Syntonic’s revenue generation platformenables mobile carriers to unlock the value ofmobile data by capturing new revenuestreams based on mobile advertising,content monetisation, mobile commerce,and expense management for enterprisemobility.

Jan 2019 Syntonic Q&A Webinar 3

59.12%

Major Shareholders (14 Jan 2019)

Top 25

Shareholders

Remaining

Shareholders

Nigel Hennessy

Non-Executive DirectorFormerly:

Gary Greenbaum

Share Holding: 19.88%

Managing Director,

Co-Founder and CEOFormerly:

Rahul Agarwal

Share Holding: 19.88%

Executive Director, Co-Founder, President, CTO

Formerly:

Steve Elfman

Non-Executive Chairman

Formerly:

Shareholder Ownership(14 Jan 2019)

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Page 4: Investor Q&A Webinar For personal use only · 2019-01-14 · Contact: ir@syntonic.com Syntonic Limited (SYT.ASX) ABN 68 123 867 765 Unlocking the value of mobile data Investor Q&A

First Mover

Advantage with

Unique

Technology

Substantial

Global

Market

Opportunity

Multiple Existing

Tier-1 Customers

Diverse Revenue

Streams

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Page 5: Investor Q&A Webinar For personal use only · 2019-01-14 · Contact: ir@syntonic.com Syntonic Limited (SYT.ASX) ABN 68 123 867 765 Unlocking the value of mobile data Investor Q&A

PAST NOW

$1,331 $1,367 $1,398 $1,424 $1,445 $1,466$1,300

$1,781

$2,440

$3,343

$4,580

$6,360

2016 2017 2018 2019 2020 2021

Carrier Economy vs App Economy

GSMA Mobile Economy 2014; App Annie 2017

◼ Global Carrier Revenue (Billions USD) ◼ App Economy Revenue (Billions USD)

Global carrier revenues have been flat due to commoditisation of data

Since 2017 the app economy has grown rapidly, at projected CAGR +30.3% (2016-2020)

App economy is principally driven by mobile advertising and mobile commerce

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Page 6: Investor Q&A Webinar For personal use only · 2019-01-14 · Contact: ir@syntonic.com Syntonic Limited (SYT.ASX) ABN 68 123 867 765 Unlocking the value of mobile data Investor Q&A

Offers mobile carriers a solution for capturing new

revenue streams from mobile advertising, content

monetisation and mobile commerce

Mobile Advertising: Ad Supported Access

Data-free Promotions

Zero-rated downloadsAction based Data-RewardsSponsored International Roaming ServicesCaptive Web Portal

Content Monetisation:Subscriptions (‘unlimited data content plans’)

Mobile Commerce:Wallet for storing, retrieving, transacting with earned creditsDirect-Carrier-Billing

Mobile Operator

Branded Experience(powered by Freeway)

MOBILE OPERATOR

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Page 7: Investor Q&A Webinar For personal use only · 2019-01-14 · Contact: ir@syntonic.com Syntonic Limited (SYT.ASX) ABN 68 123 867 765 Unlocking the value of mobile data Investor Q&A

1. Customer Acquisition

• Example: Data reward or sponsored data download of an application

• Syntonic receives a $/download fee

2. Customer Engagement

• Example: Data reward and sponsored access for incentivising service use

• Syntonic receives a % of the data margin from carrier

3. Customer Monetisation

• Direct Carrier Billing to capture the consumer purchase

• Syntonic receives a % of the transaction

Example revenue share among Syntonic, mobile carrier, and content provider.

Monetisation

Engagement

Customer Acquisition

Mobile

Carrier

Content

Provider

Syntonic

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Page 8: Investor Q&A Webinar For personal use only · 2019-01-14 · Contact: ir@syntonic.com Syntonic Limited (SYT.ASX) ABN 68 123 867 765 Unlocking the value of mobile data Investor Q&A

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Page 9: Investor Q&A Webinar For personal use only · 2019-01-14 · Contact: ir@syntonic.com Syntonic Limited (SYT.ASX) ABN 68 123 867 765 Unlocking the value of mobile data Investor Q&A

Smart Communications released the RoamFree traveler app powered by a white-labelled version

of the Freeway Roaming Service™

Tata Communication commercial deployment of their digital commerce platform, opari,

powered by a white-labelled version of the Syntonic platform

Operational transition ongoing of acquired mobile commerce platform to Company during Q2

FY19, supporting major content providers across all four Brazilian operators

Vodacom to deploy a white-labelled version of the Syntonic platform to enhance their mobile

advertising business

Plus, upcoming deployments in Turkey, Ghana, Indonesia, Kenya and more

Agreement executed to launch an Overpass™ (unlimited access content subscriptions) in early

Q4 FY19 with a white-labelled Syntonic service branded mobifoneGo

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Page 10: Investor Q&A Webinar For personal use only · 2019-01-14 · Contact: ir@syntonic.com Syntonic Limited (SYT.ASX) ABN 68 123 867 765 Unlocking the value of mobile data Investor Q&A

*Quarterly Active User measures the number of active users during the three month period prior to the reporting date.

*Unaudited revenue represented for Q1 FY2019

Q1’19 up 147% on Q4’18

$0.0

$0.2

$0.4

$0.6

$0.8

$1.0

$1.2

(m)

Revenue Growth

FY17 FY18 FY19

Q1|Q2 Q3 | Q4 Q3 | Q4 Q1 | Q2Q1 | Q2

$988,861*

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Page 11: Investor Q&A Webinar For personal use only · 2019-01-14 · Contact: ir@syntonic.com Syntonic Limited (SYT.ASX) ABN 68 123 867 765 Unlocking the value of mobile data Investor Q&A

Vodacom, South Africa RoamFree, Philippines

Syntonic’s International Expansion

ZroNet, GhanamobifoneGo, Vietnam

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Page 12: Investor Q&A Webinar For personal use only · 2019-01-14 · Contact: ir@syntonic.com Syntonic Limited (SYT.ASX) ABN 68 123 867 765 Unlocking the value of mobile data Investor Q&A

Gary to insert previous appendix slideQ&A

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Page 13: Investor Q&A Webinar For personal use only · 2019-01-14 · Contact: ir@syntonic.com Syntonic Limited (SYT.ASX) ABN 68 123 867 765 Unlocking the value of mobile data Investor Q&A

Please contact:Syntonic Investor Relations

E: [email protected]

Syntonic Wireless (USA)119 First Ave, Suite 100

Seattle, WA 98104

Syntonic Brazil São Paulo and Porto Alegre

Brazil

Syntonic Limited (Australia)945 Wellington Street

West Perth, WA 6005

www.syntonic.com

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