Norwood Systems Ltd · ASX:NOR
Norwood Systems — Shareholder Meeting (November 2019)
22 slides from Norwood Systems's shareholder meeting presentation, Nov 28, 2019
Slide 1: CEO AGM Presentation
For personal use only CEO AGM Presentation Paul Ostergaard 28 November 2019 1
Slide 2: Disclaimer
Disclaimer This presentation has been prepared Norwood Systems Ltd (the “Company”). It does not purport to contain all the information that a prospective investor may require in connection with any potential investment in the Company. You should not treat the contents of this presentation, or any in
Slide 3: We've completed the first year of our new mission as a telco platform vendor
For personal use only We’ve completed the first year of our new mission as a telco platform vendor 3
Slide 4: Telco voicemail services: Our Core Mission and Focus
Telco voicemail services: Our Core Mission and Focus For personal use only – $ billion market potential* – Very few competitors – Early, immediate traction with nearby telcos g Wo rld Vo ic ema il Introducin – A demonstrated technology ound Call lead over the competition Revolutionising Inb anagemen
Slide 5: The year in summary
For personal use only The year in summary 5
Slide 6: Key activities over the past months
Key activities over the past 12 months For personal use only • Following the win with Spark NZ in December 2018, we re-focused the entire company – engineering, operations, sales and marketing – to target the global Telco Voicemail opportunity • We commenced developing two global go-to-market partne
Slide 7: Strategy, Pipeline and Product Update
For personal use only Strategy, Pipeline and Product Update 7
Slide 8: High-level Goal: Deliver sophisticated, engaging mobile services
High-level Goal: Deliver sophisticated, engaging mobile services For personal use only ü High quality apps that delight end users No learning curve – great user experience ü Corporate knowledge and intelligence For company-owned and BYOD phones Now Targeting ü Covering Voice, Messaging & Data All ca
Slide 9: Our Core Focus: The Telco Voicemail Market
Our Core Focus: The Telco Voicemail Market For personal use only $ Now Upgrade Opportunity 2nd Gen 3rd Gen 1st Gen (4G/5G compatible) time Transitions to 4G and 5G are forcing the Telcos to upgrade their core networks – this impacts all systems, including voicemail 9
Slide 10: 80%+ of mobile telcos need a voicemail platform refresh
Norwood finding: – 80%+ of mobile telcos worldwide need a voicemail platform refresh For personal use only Norwood’s first-person survey of 565 mobile network operators (random sample) No visual voicemail in 475 out of 565 telcos 10
Slide 11: Pipeline development – prior twelve months
Pipeline development – prior twelve months – Norwood’s internal direct sales efforts For personal use only Telco sales cycles – typically 12-18 months Rest of world to be targeted by Norwood’s Go-to-Market Partnerships (in development) 11
Slide 12: World Voicemail Monetisation
World Voicemail Monetisation For personal use only Core Service Premium Service Priced at the cost of telco’s existing Priced on active users per month. voicemail maintenance contract Joint monetization and revenue share opportunity Estimated contract value per deal on the order of $2-3 million for
Slide 13: World Voicemail as a telco platform
For personal use only World Voicemail as a telco platform 13
Slide 14: Why? New technologies dramatically improve the customer experience
Why? New technologies dramatically improve the customer experience For personal use only New technologies make it possible today to reimagine what voicemail and inbound call completion can deliver. Tapping into emerging and powerful new technologies enables operators to push on commercial boundaries
Slide 15: Telcos' existing voicemail platforms not suited to emerging challenges
Telcos’ existing voicemail platforms not suited to handle emerging challenges For personal use only The threats of robocalling, spamming and fraudulent calls continue to rise across the world, with legacy call completion systems unable to defend against them. “Americans received 26.3 billion robocal
Slide 16: Introducing Norwood's World Voicemail Solution
Introducing Norwood’s World Voicemail Solution The world’s most sophisticated Inbound Call Completion Platform on the market today For personal use only • A class-leading, cross-platform user experience Easy to use Personalised Cross-Platform • “Continuously Available” architecture • Best-in-class f
Slide 17: Building a true telco-grade Voicemail Service Platform
We’ve put in a huge effort over the past 12 months to build a true telco-grade Voicemail Service Platform For personal use only Deployment case-study R High-Capacity Digital Infrastructure GEO DNS • Scalability to 100m+ users AZ • Continuously Available architecture x2 AZ x2 • Geo-redundant configur
Slide 18: High-Availability and Geo-Redundant Platform Example
High-Availability and Geo-Redundant Platform Example Built on the latest cloud-native network technologies: Kubernetes & Cassandra For personal use only Voicemail Container Engine – (2 AZs in each Geo) Telco Region 1 Voicemail Deposit TUI Cluster Customer Region 1 Log Analytics Greeting Voicemail VM
Slide 19: World Voicemail – Delivering a transformational customer experience
World Voicemail – Delivering a transformational customer experience For personal use only 19
Slide 20: Why Norwood? The Telco perspective
Why Norwood? The Telco perspective For personal use only Fully virtualised architecture Scalable and cloud-native Extensible APIs and SDKs Cloud-native Geo-redundant & resilient Only VVM platform that can integrate into Operator CX App NFV and Kubernetes ready Elastically scalable Data centre ready
Slide 21: Summary
Summary For personal use only We’ve achieved our first meaningful commercial success and found a pathway to scale the business We’ve refocused the entire business on the telco voicemail opportunity (for now) Rapidly developing pipeline and seeing repeat business opportunities from early telco custom
Slide 22: Paul Ostergaard, Founder & CEO
For personal use only Paul Ostergaard Founder & CEO [email protected] www.norwoodsystems.com 22
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