Avermedia Technologies, Inc. · TWSE:2417

Avermedia Technologies — Online investor conference by Horizon Securities (December 2022)

25 slides from Avermedia Technologies's conference presentation, Dec 23, 2022

Slide 1: AVerMedia Technologies Online Earnings Call 2022.12.23
圓剛科技股份有限公司(2417) AVerMedia TECHNOLOGIES, Inc.(2417) 2022.12.23 線上法說會 Online Earnings Call AVerMedia TECHNOLOGIES, Inc. | www.avermedia.com
Slide 2: Safe Harbor Statement
免責聲明 Safe Harbor Statement • 本簡報包含對於未來展望的表述，該項表述是基於對現況的預期，未來受限於已知、未知風險或不確定因素的影響，因此實際結果可能與表述內容有所差異。這些未來展望的表述，反應本公司目前對於未來的看法，本公司並不負責隨時提醒或更新。 • This presentation contains forward-looking statements subject to significant risks and uncertainties. Actual results may differ significantly from those cont
Slide 3: A Total Audio & Video Solution Provider
影音串流及遠端協作解決方案開發、製造領導廠商 A Total Audio & Video Solution Provider Founded January 1990 January 1990 創立 Office & Factory 新北市中和區 New Taipei City, Taiwan Location 辦公室和工廠位置 Capital NT$ 15.82 億元 NT$ 1.58 Billion 資本 Employee 880 人 880 Employees 員工 250 (圓剛) / 630 (圓展) 250 (AVerMedia) / 630 (AVer) 43% 研發人員(圓剛
Slide 4: A Global Presence
全球銷售網路 A Global Presence Russia Germany Korea USA Spain Japan China Taiwan HQ 台灣總公司 10 +100 子/分公司及在地代表銷售及服務國家 Taiwan Headquarters Branches & Local Reps. Countries with sales & services 4 CONFIDENTIAL
Slide 5: The Ideal Business Partner
理想的事業夥伴 The Ideal Business Partner 圓剛重視ESG AVerMedia attaches great importance to ESG It is our priority to provide sustainable products and solution that help create a cleaner, better world. 事業組合/Business Portfolio 直播串流科技個人遠端協作 AI 邊緣運算系統 Live Streaming Technology Personal Remote Collaboration AI E
Slide 6: Award Winners
創新獲獎紀錄 Award Winners 6 CONFIDENTIAL
Slide 7: ESG and Financial Results
ESG 及財務資訊 ESG and FINANCIAL RESULTS 7 CONFIDENTIAL
Slide 8: Our commitment to sustainability & ESG
永續經營 ESG 之承諾 Our commitment to sustainability & ESG 秉持「以人為本、誠信正直、自我反省、自我超越」的企業文化，與「腳踏實地、創造價值、貢獻自己、服務人群」的經營理念，除長期投入在地服務活動外，更遵循「公司治理3.0-永續發展藍圖」持續落實「環境、社會、公司治理」等面向之企業社會責任，並獲得2022年「新北企業精典獎」之肯定 Adhering to both AVerMedia’s corporate culture of "people-oriented, honesty & integrity, self-reflection, an
Slide 9: Key Figures
重要財務數字 KEY FIGURES 2022 YTD (Sep-30) Consolidated Income Statement : ➢ 營收/ Revenue: 30.88億元(NT$ 3,088 Million) ➢ 毛利率/ Gross Profit Rate: 49% ➢ 稅後純益/ Net Income: 0.64億元 (NT$ 64 Million) ➢ 每股純益/ EPS : 0.46元 (NT$ 0.46) P.S. 附註: Year to Nov. 營收/ Revenue: 36.83億元(NT$ 3,683 Million) 9 CONFIDENTIAL
Slide 10: Consolidated Income Statement
綜合損益表 Consolidated Income Statement 10 CONFIDENTIAL
Slide 11: Balance Sheet
資產負債表 Balance Sheet 11 CONFIDENTIAL
Slide 12: Business Coverage
事業範圍 BUSINESS COVERAGE 12 CONFIDENTIAL
Slide 13: What's New from AVerMedia
圓剛最新消息 WHAT’S NEW FROM AVERMEDIA 13 CONFIDENTIAL
Slide 14: The Ultimate Streaming Set-Up
Live Streamer Cam 513 4K 網路攝影機 - PW513 終極串流設置 Live Streamer MIC 330 USB Mic 330 黑鳩動圈式麥克風 - AM330 The Ultimate 4K UHD Capture Card BU113 Streaming Set-Up 4K 超高清擷取卡 BU113 Tie everything together, from concept to the final production without compromise. These are the tools that’ll make it happen. 將一切聯繫
Slide 15: Enhance Remote Meeting / Learning Efficiency
提升遠程會議/學習效率 Enhance Remote Meeting / Learning Efficiency 15 CONFIDENTIAL 15
Slide 16: Empowering your workspace! Business and Solutions
事業與解決方案 Empowering your workspace! Hybrid 混合式 ⚫ 消費性運用 Consumer Use Education 教育 • 遊戲及一般直播串流 V-Tuber 虛擬主播 Gaming and General Live Streaming • 虛擬人物直播串流 Avatar Live Streaming Corporate 企業 ⚫ 商務性運用 Commercial Use Gaming / Streaming • 混合式學習及在家工作遊戲/串流直播 Hybrid Learning and Work from Home • 企業中小會議室遠端會議 Cor
Slide 17: Live Streaming Consumer Industry Trends
直播串流消費性運用產業趨勢 Live Your Story 直播(Streaming)已經是愈發成熟的產業，內容也越來越多元，根據Retail Dive預估，2021年創造商機達$60億美元，2023年將達到$250億美元(約$7400億新台幣)。內容創作版圖橫跨遊戲、生活、音樂，最異軍突起的就是「直播帶貨」，麥肯錫預測，直播帶貨到2026年甚至會佔電商總體交易的10-20%。 Streaming is an increasingly mature industry, and its content is becoming more and more diverse. According
Slide 18: AVerMedia Meets Streaming Equipment Needs
AVerMedia 圓剛滿足各直播類型設備需求 You can Stream All Day and All Night！ • 完整解決方案產品群：擷取盒(卡)/相機擷取（Capture Card/Box) 麥克風(Mic) 視訊鏡頭(Webcam) 直播控制器 (Control Center) 創作者多功能支架(Arm) ✓ 以獨家開發軟體，提升已上市或未來硬體產品功能 Use proprietary software to enhance the functions of existing or future hardware products ✓ 解決遊戲直播、人像高畫質直播、虛擬直播
Slide 19: Industry Trends of Remote Collaboration Business Applications
遠端協作商務性運用產業趨勢 Industry Trends of Remote Collaboration Business Applications 返回辦公室辦公- 企業與員工持續拉距會議室和辦公空間持續投資 AI科技推動視訊軟 • 從單純的視訊會議轉向完整的解 • 與疫情前相比，遠端/混合硬體設備創新的首要技術決方案，包括聲音、影像、內容工作員工數會是5-6倍 • 以增強用戶體驗，提供每個人的會 Returning to the office - The 協作的整合議公平性 distance between enterprises Continuing investment i
Slide 20: From Personal Remote Working to Small/Medium-sized Conference Solutions
個人遠端工作到中小型會議解決方案 From Personal Remote Working to Small/Medium-sized Conference Solutions • 與家人小孩同在，環境吵雜也能保持專心工作 Stay with your family and children, even in a noisy environment, you can stay focused on your work. • 在家工作、遠距開會也可以自由走動，排解居家的煩悶感 You can move around freely while working at home and holding
Slide 21: Industry Trends of AI Edge Computing System
AI 邊緣運算系統產業趨勢 Industry Trends of AI Edge Computing System Cloud Edge Training Inference 2021 里程碑 Mile Stone 邊緣運算的總算力需求第一次超越雲端，並將以每年約20%的複合成長率高速擴張。 For the first time, the total computing power demand of edge computing exceeds that of the cloud, and will expand rapidly at a compound growth rate of a
Slide 22: AI Edge Computing Solutions
AI 邊緣運算解決方案 AI Edge Computing Solutions 專業軟體服務，協助企業加速開發解決方案，落實time-to- market 需求 Professional software services to assist enterprises to accelerate the development of solutions and implement time- 標準品於專業通路 to-market requirements 客製化產品對應不販售同領域的特規需求 Standard products sold Customized products corre
Slide 23: Empowering your workspace! CARS core technology
Empowering your workspace! 以CARS為核心技術的解決方案 ⚫ C: Video and Audio Signal Capture 擷取視頻和音頻信號 ⚫ A: AI at the Edge 邊緣人工智能 ⚫ R: Video and Audio Content Record 視音頻內容錄製 ⚫ S: Video and Audio Content Stream 視頻和音頻內容串流 23 CONFIDENTIAL
Slide 24: Thank You!
Thank You! Empowering your workspace! | AVerMedia TECHNOLOGIES 24 CONFIDENTIAL
Slide 25: Create & Connect
Create & Connect For Questions and Queries, please contact Frank Wang [email protected] +886-2-2226-3630 Ext. 6821 25 CONFIDENTIAL

AVerMedia Technologies — Online investor conference by Horizon Securities (December 2022) on 6ix

Avermedia Technologies — Online investor conference by Horizon Securities (December 2022)

Slide 1: AVerMedia Technologies Online Earnings Call 2022.12.23

Slide 2: Safe Harbor Statement

Slide 3: A Total Audio & Video Solution Provider

Slide 4: A Global Presence

Slide 5: The Ideal Business Partner

Slide 6: Award Winners

Slide 7: ESG and Financial Results

Slide 8: Our commitment to sustainability & ESG

Slide 9: Key Figures

Slide 10: Consolidated Income Statement

Slide 11: Balance Sheet

Slide 12: Business Coverage

Slide 13: What's New from AVerMedia

Slide 14: The Ultimate Streaming Set-Up

Slide 15: Enhance Remote Meeting / Learning Efficiency

Slide 16: Empowering your workspace! Business and Solutions

Slide 17: Live Streaming Consumer Industry Trends

Slide 18: AVerMedia Meets Streaming Equipment Needs

Slide 19: Industry Trends of Remote Collaboration Business Applications

Slide 20: From Personal Remote Working to Small/Medium-sized Conference Solutions

Slide 21: Industry Trends of AI Edge Computing System

Slide 22: AI Edge Computing Solutions

Slide 23: Empowering your workspace! CARS core technology

Slide 24: Thank You!

Slide 25: Create & Connect