Audinate Group Ltd. · ASX:AD8
Audinate — Shareholder Meeting (October 2023)
5 slides from Audinate's shareholder meeting presentation, October 2023
Slide 1: Total Addressable Market (TAM)
Total Addressable Market (TAM) October 2023 Authorisation: approved by the 1 Board of Audinate Group Limited
Slide 2: New TAM better reflects Audinate's market opportunity
New TAM better reflects Audinate’s market opportunity What is TAM? Rationale for update Approach Quantifies the potential revenue Elements of existing TAM date back Omdia were engaged due to their AV opportunity for a product or service to the IPO expertise. They are also the research house within a
Slide 3: Networked AV market opportunity is USD $2 billion
Networked AV market opportunity is USD $2 billion Audinate Updated TAM* USD $2bn* Audio share of Audio Market Audio Networking estimated at 9% Revenue opportunity for addressable audio $330m products including speakers, microphones, amplifiers, mixing consoles and signal processors Additional revenu
Slide 4: Implications
Implications Confirmed expectation opportunity greater than previously calculated New data provides additional conviction on existing strategy Forward estimates point to strong industry growth greater than long-term historical average Long runway for growth remains across all segments Valuable data
Slide 5: Important notice and disclaimer
Important notice and disclaimer Disclaimer Past performance Market share information To the maximum extent permitted by law, none of the Past performance information, including past share price All market share information in this presentation is based on Audinate Group Limited or its subsidiaries o