Ai-media Technologies Limited · ASX:AIM
Ai-media Technologies — Shareholder Meeting (September 2025)
61 slides from Ai-media Technologies's shareholder meeting presentation, Sep 26, 2025
Slide 1: ASX Announcement: 2025 AGM Chair & CEO's Addresses
ASX Announcement 26 September 2025 2025 Annual General Meeting – Chair & CEO’s Addresses AI-Media Technologies Limited (‘AI-Media’ or the ‘Company’) (ASX: AIM), a global provider of technology driven captioning, transcription and translation services, attaches the addresses to be delivered by Chair,
Slide 2: Chair's address by John Martin
AI-Media Technologies Limited 2025 Annual General Meeting Chair’s address by John Martin Good morning and welcome to AI-Media’s 2025 Annual General Meeting. My name is John Martin, and I have the privilege of serving as Chair of the Board. On behalf of the Board and executive team, I would like to e
Slide 3: Chair's address (continued)
We have implemented strategic steps to improve efficiency and better align our sales team’s incentives with ARR growth. These targeted initiatives include simplifying commission structures, focusing on channel partnerships, and continuing to reinvest in product and sales while reducing overhead in g
Slide 4: CEO's address by Tony Abrahams
inspiring leadership, drive and commitment to the success of the business. And to you, our shareholders, thank you for your continued trust and support as AI- Media embarks on an exciting phase of accelerated SaaS growth. Today’s meeting will continue with our CEO and Co-founder Tony Abrahams delive
Slide 5: CEO's address: structural priorities for FY26
This shift lifted gross margin to 69%, supported by 86% Technology margins. Annual Recurring Revenue reached $17.0 million, with FY26 projected to grow another 35%. LEXI usage continues to scale rapidly. In FY25, LEXI minutes reached 79.2 million, up from fewer than 10 million four years ago. LEXI n
Slide 6: FY29 Targets and proof-of-concepts
FY29 Targets Our FY29 targets remain clear: $150 million in revenue and $60 million in EBITDA. To achieve them, we will: • Expand SaaS sales • Accelerate ARR growth • Scale globally • Transition decisively to indirect sales Our strategy is anchored in three pillars: 1. Product expansion – scaling LE
Slide 7: Competitive position and FY25 highlights
Competitive Position On competition, we are leading. AI-Media orchestrates best-in-class AI technologies like Google, XL8, ElevenLabs, DeepL, ChatGPT into secure, enterprise-grade workflows. Our exclusive B2B focus is paying off: the top 20 customers contribute 80% of revenue, with zero churn over f
Slide 8: Legal Notices
Legal Notices This announcement may include forward-looking statements that relate to anticipated future events, financial performance, plans, strategies or business developments. Forward-looking statements can generally be identified by the use of words such as “may”, “will”, “expect”, “intend”, “p
Slide 9: Annual General Meeting September 2025
For personal use only Annual General Meeting 26 September 2025 AI-Media Technologies (ASX: AIM) AI-Powered Language Solutions – Live and Recorded Visit AIM Investor Centre
Slide 10: Agenda
1 Welcome For personal use only 2 Chair’s Address Agenda 3 CEO’s Address 4 Case Studies 5 Items of Business 6 Product Demo 2
Slide 11: Chair's Address
For personal use only Chair’s Address 3
Slide 12: FY25 Financial performance
FY25 Financial performance For personal use only Total Revenue1 Tech Revenue2 Services Revenue Underlying EBITDA $64.9M $41.1M $23.7M $4.6M 2% 19% 25% 11% (FY24: $66.2M) (FY24: $34.6M) (FY24: $31.6M) (FY24: $4.1M) Total Gross Margin Hardware Sales Total # Encoders3 Cash Balance 69% $17.1M 7,062 $14.
Slide 13: AI-Media Board
AI-Media Board Board renewal since 2024 with addition of talented and experienced new directors with ASX and deep technology expertise For personal use only JOHN MARTIN TONY ABRAHAMS CHERYL HAYMAN BRENT CUBIS OTTO BERKES BRAD BENDER Non-Executive Co-Founder and Chief NED + Chair: NED + Chair: NED +
Slide 14: CEO's Address
For personal use only CEO’s Address 6
Slide 15: From Australian Services & US Hardware to a global SaaS business
From Australian Services & US Hardware to a global SaaS business AI-Media has become a future-focused global SaaS business, architecting and orchestrating AI into live video at scale For personal use only Legacy AIM Australian Services (Est 2003) + Global SaaS Turning Point May 2021: AIM acquisition
Slide 16: Our unique live video AI infrastructure
Our unique live video AI infrastructure We’ve built the architecture that lets the world’s largest enterprises add AI to their live video workflows at scale For personal use only 1 2 3 4 Capture Video Secure Ingest AI Automation Enhanced Video Output With low latency: LEXI Text: ~3 seconds LEXI Voic
Slide 17: AIM's unique AI infrastructure delivers technology transformation
“ AIM’s unique AI infrastructure delivers technology transformation For personal use only “FY25 was the year AIM became a technology-led business – with technology products now 63% of revenue (from 0 five years ago). With the April 2025 launch of LEXI Voice and the forthcoming LEXI AI suite, we are
Slide 18: Tech revenue mix 63%, driving GM up to 69%
Tech revenue mix 63%, driving GM up to 69% Underpinned by an increased portion of revenue derived from Tech at 86% gross margin For personal use only 2-Yr Transition to Tech Revenue ($M) • Legacy Services Revenue Tech CAGR = 31% decline accelerated 70.0 72% (–16% FY24 → –25% FY25) 31.6 23.7 70% 60.0
Slide 19: Annual Recurring Revenue (ARR) FY26 forecast +35%
Annual Recurring Revenue (ARR) FY26 forecast +35% FY25 Total Revenue $64.9M For personal use only $41.1M $17.0M FY25 ARR $17.0M ARR Tech 86% ARR Gross Margin $24.1M $23.7M Other Tech Services +35% FY26 Forecast ARR Tech Revenue (63%) Services Revenue (37%) =$23.0M 11
Slide 20: LEXI SaaS drives majority of iCap network usage in FY25
LEXI SaaS drives majority of iCap network usage in FY25 Supported by growth in AIM’s LEXI SaaS product suite from new and existing clients For personal use only iCap network usage (millions of minutes) LEXI SaaS usage (millions of minutes) • LEXI Share of iCap network grows with AI 4-YR LEXI CAGR =
Slide 21: Key structural changes in FY26 to align with SaaS growth
Key structural changes in FY26 to align with SaaS growth For personal use only • FY25 Services Revenue: $23.7M Complete • Legacy Services business will run down to zero in 1 Services December 2025 transition • UK Parliament is fully transitioning from legacy services to 100% LEXI in October • Curren
Slide 22: AIM's global expansion progress
AIM’s global expansion progress Ø Servicing a total of 36 countries at the end of FY25 European Accessibility Act (EAA) Ø +23 countries added globally, with strong adoption across Europe The EAA became effective as of June 28, 2025. Positioning AIM to For personal use only capture significant market
Slide 23: AIM strategic moat: pillars of competitive advantage
AIM strategic moat: 5 pillars of competitive advantage For personal use only AIM Encoders LEXI Suite • 7,000+ units installed • Fully AI delivered • High-value customer Sustainable • LIVE video workflows Competitive • LEXI TEXT, LEXI VOICE • Full Disaster Recovery Advantage LEXI AI (April 2026) (LEX
Slide 24: AIM Encoders create significant growth opportunities
AIM Encoders create significant growth opportunities For personal use only AI-Media AI Orchestration US$50k Encoder Lifetime Value (~ 5-year lifespan) S G ateway Saa AIM Encoders New customer Upgrade 16
Slide 25: Product & sales driving ARR growth
Product & sales driving ARR growth For personal use only Operating Expenses (A$M) $41.7M • Sales investment up 24% $38.4M $34.0M • Product investment up 15% 15.5 All R&D and Product Sales & 12.5 Marketing 9.2 development is expensed when incurred - not 5.1 6.5 7.5 capitalized (FY25=$7.5M, Product re
Slide 26: Outlook & Strategy
For personal use only Strategy Outlook & 18
Slide 27: 5-year aspirational target of $150M revenue by FY29
5-year aspirational target of $150M revenue by FY29 Revenue and EBITDA growth trend relationship Revenue Split Scenario to achieve FY29 target For personal use only A$M 150 Tech CAGR 31% A$M We are here 120 Tech CAGR 32% 66.2 64.9 59.8 61.8 60 41.8 41.1 37.8 31.6 30 34.6 24.0 23.7 1.1 3.3 4.1 4.6 18
Slide 28: Three strategic pillars to achieve our FY29 target
Three strategic pillars to achieve our FY29 target Entering FY26, we have built strong foundations to drive future growth across different segments and geographies For personal use only 1 2 3 Product Geographic Segment Expansion Penetration Differentiation • Increase product • Replicate North • Stre
Slide 29: FY26 Strategy to focus on '9 Squares' of expansion
FY26 Strategy to focus on ‘9 Squares’ of expansion The core focus areas are distinct in each of the 9 Squares, with EMEA Broadcast and global Enterprise key FY26 growth targets AMER EMEA APAC For personal use only FY26 Objectives FY26 Objectives FY26 Objectives • Encoder sales focus Broadcast • Stro
Slide 30: Case Studies
For personal use only Case Studies 22
Slide 31: LEXI Voice case study: Worcester Red Sox
LEXI Voice case study: Worcester Red Sox (WooSox) CHALLENGE For personal use only KEY TAKEAWAY • At “Korean Night,” the WooSox wanted to celebrate their Korean community and ensure full inclusivity. LEXI Voice set a new benchmark • However, all live announcements and commentary were in English for i
Slide 32: PlayBox NEO US case study
PlayBox NEO US case study (media playout provider) CHALLENGE CUSTOMER TESTIMONIAL For personal use only PlayBox Neo customers - broadcasters, government organizations, universities, and “By partnering with AI-Media, we’re giving corporate AV facilities - needed a way to deliver affordable, broadcast
Slide 33: First PAID LEXI Voice customer: City of Rialto California
First PAID LEXI Voice customer: City of Rialto California CHALLENGE / OPPORTUNITY RESULTS For personal use only • City of Rialto needed live English -> Spanish voice translation with Spanish captions for • Validated product–market fit for LEXI web streaming. Voice in the municipal government segment
Slide 34: LEXI Voice: Switzerland case study
LEXI Voice: Switzerland case study (Governments, public broadcast, and international organisations) CHALLENGE EXPECTED RESULTS For personal use only International Organizations • Lower Total Cost: Reduces dependency on human • Home to 35+ global orgs (UN, WHO, WEF) running multilingual, high-profile
Slide 35: LEXI Voice: Global Sports Broadcaster Case Study
LEXI Voice: Global Sports Broadcaster Case Study Customer the Tennis Channel, added LEXI Voice for a full AIM Stack OPPORTUNITY RESULTS • Expanded global reach – making live For personal use only • Global tennis broadcaster delivering live coverage to millions worldwide. tennis broadcasts accessible
Slide 36: Investment Case Summary
For personal use only Investment Case Summary 28
Slide 37: Live Media Competitive Landscape: We play in the deep end
Live Media Competitive Landscape: We play in the deep end AIM Integrates best-of-breed AI (Google, XL8, ElevenLabs, DeepL, ChatGPT etc) into secure live enterprise workflows For personal use only Enterprise Deep End B2B only – Big-tech ‘retail’ AIM offers validate the market; Microsoft, AIM focuses
Slide 38: Key FY25 highlights
Key FY25 highlights Key highlights driving sales growth and profitability For personal use only 🚀 📈 🌍 Tech ARR Growth Global Go-to-Market Momentum Drivers Expansion Efficiency • We are now a • $17M ARR, 86% gross • Expanded into 23 new • Transition of sales global SaaS margin, +35% forecast…
Slide 39: For personal use only
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Slide 40: Items of Business
For personal use only Items of Business 32
Slide 41: Financial Statement and Reports
Item 1 To receive and consider the financial report, the For personal use only Directors’ report and the Auditor’s report for the financial year ended 30 June 2025. Financial Statement and Report 33
Slide 42: Resolution: Adoption of Remuneration Report
Resolution 1 To consider and, if thought fit, to pass the following For personal use only resolution as an ordinary resolution: Adoption of "That, in accordance with section 250R(2) of the Remuneration Corporations Act, the Remuneration Report as set Report out in the Annual Report be adopted.“ Note
Slide 43: Proxy & direct votes: Adoption of Remuneration Report
PROXY & DIRECT VOTES Resolution 1 For personal use only Adoption of Remuneration Report PROXY & DIRECT VOTES FOR AGAINST OPEN USABLE PROXY & DIRECT VOTES FOR AGAINST OPEN USABLE 63,598,869 3,556,547 568,938 35
Slide 44: Resolution: Election of Otto Berkes as a Director
Resolution 2 To consider and, if thought fit, to pass the following For personal use only resolution as an ordinary resolution: Election of Otto "That Otto Berkes, having previously been Berkes as a appointed as an addition to the Board in Director accordance with Rule 7.1(c) of the Constitution and
Slide 45: Proxy & direct votes: Election of Otto Berkes
PROXY & DIRECT VOTES Resolution 2 For personal use only Election of Otto Berkes as a Director PROXY & DIRECT VOTES FOR AGAINST OPEN USABLE 105,641,370 158,539 568,938 37
Slide 46: Resolution: Election of Brad Bender as a Director
Resolution 3 To consider and, if thought fit, to pass the following For personal use only resolution as an ordinary resolution: Election of Brad "That Brad Bender, having previously been Bender as a appointed as an addition to the Board in Director accordance with Rule 7.1(c) of the Constitution and
Slide 47: Proxy & direct votes: Election of Brad Bender
PROXY & DIRECT VOTES Resolution 3 For personal use only Election of Brad Bender as a Director PROXY & DIRECT VOTES FOR AGAINST OPEN USABLE 105,647,070 152,839 568,938 39
Slide 48: Resolution: Re-election of Cheryl Hayman as a Director
Resolution 4 To consider and, if thought fit, to pass the following For personal use only resolution as an ordinary resolution: Re-election of "That, Cheryl Hayman, being a Director who Cheryl Hayman retires by rotation in accordance with Rule 7.1(d)(ii) as a Director of the Constitution and Listing
Slide 49: Proxy & direct votes: Re-election of Cheryl Hayman
PROXY & DIRECT VOTES Resolution 4 For personal use only Re-election of Cheryl Hayman as a Director PROXY & DIRECT VOTES FOR AGAINST OPEN USABLE 105,582,190 107,559 568,938 41
Slide 50: Resolution: Appointment of Grant Thornton as Auditor
Resolution 5 To consider and, if thought fit, to pass the following For personal use only resolution as an ordinary resolution: Appointment of “That, for the purpose of section 327B of the Grant Thornton Corporations Act and for all other purposes, Grant as Auditor Thornton Audit Pty Ltd, having bee
Slide 51: Proxy & direct votes: Grant Thornton as Auditor
PROXY & DIRECT VOTES Resolution 5 For personal use only Re-election of Grant Thornton as Auditor PROXY & DIRECT VOTES FOR AGAINST OPEN USABLE 105,697,103 106,806 568,938 43
Slide 52: Resolution: Grant of Restricted Share Units to CEO
Resolution 6 To consider and, if thought fit, to pass the following For personal use only resolution as an ordinary resolution: Grant of Restricted Share Units to " That, for the purposes of Listing Rule 10.14 and for all other purposes, approval is given for the Company to Anthony Abrahams, Managin
Slide 53: Proxy & direct votes: Grant of RSUs to CEO
PROXY & DIRECT VOTES Resolution 6 For personal use only Grant of Restricted Share Units to Anthony Abrahams, Managing Director and CEO PROXY & DIRECT VOTES FOR AGAINST OPEN USABLE 51,164,318 17,673,877 568,938 45
Slide 54: Additional Information
For personal use only Additional Information 46
Slide 55: Profit & loss statement
30-Jun-25 30-Jun-24 Var ($M) ($M) ($M) Revenue 64.9 66.2 (1.4) For personal use only Cost of sales (19.8) (23.8) 4.0 Gross Profit 45.1 42.5 2.6 Other income - - - Operating expenses (41.7) (38.4) (3.4) Profit & loss EBITDA 3.3 4.1 (0.8) statement Depreciation and amortisation (3.9) (4.4) 0.5 EBIT (0
Slide 56: Balance sheet
30-Jun-25 30-Jun-24 Var ($M) ($M) ($M) Cash and cash equivalent 14.7 10.9 3.8 For personal use only Trade receivables 14.5 10.7 3.8 Other current assets 7.4 5.2 2.2 Total current assets 36.6 26.8 9.8 Property, plant and equipment 5.4 4.9 0.6 Intangibles 54.1 56.2 (2.1) Other non-current assets 4.4 5
Slide 57: Cash flows
30-Jun-25 30-Jun-24 Var ($M) ($M) ($M) Receipts from customers (incl. of GST) 73.6 73.3 0.3 For personal use only Payments to suppliers and employees (67.6) (69.6) 2.0 (incl. of GST) Interest received 0.1 0.2 (0.1) Interest and other finance costs paid (0.0) (0.2) 0.1 Income taxes paid (0.8) (0.2) (
Slide 58: Continuing improvement in LEXI quality over humans
Continuing improvement in LEXI quality over humans AI capabilities and For personal use only advancements have led to AI captioning outperforming human captioning 50
Slide 59: Experienced Executive Team
Experienced Executive Team Strong and qualified leadership team to drive product development and commercialisation strategy For personal use only TONY ABRAHAMS JASON SINGH DONNA REID BILL MCLAUGHLIN Co-Founder and Chief Chief Financial Chief Operating Chief Product Executive Officer Officer Officer
Slide 60: Disclaimer
Disclaimer This presentation (Presentation) contains summary information about AI-Media Technologies AI-Media’s business and operations in the future. The Company does not give any assurance that Limited and its subsidiaries (the Company or AI-Media) based on information as at 26 the assumptions wil
Slide 61: Further Information
For personal use only Further Information: AI-Media Technologies Lisa Jones Company Secretary [email protected] NWR Communications Melanie Singh Investor Relations [email protected]
AI-Media Technologies — Shareholder Meeting (September 2025) on 6ix