23rd Annual Needham Growth Conference: Business Update
January 15, 2021
Bruce Davis
Chairman & CEO
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Safe Harbor Statement
This presentation includes "forward-looking statements" within the meaning of Section 21E of the Securities Exchange Act of 1934, as amended, and Section 27A of the Securities Act of 1933, as amended, which reflect management's current view with respect to
future events and performance, including statements regarding: projected improvements in the ease of use, reliability and efficiency of auto identification from implementing the Digimarc Platform; the size of the total addressable market and anticipated revenue we could realize from serving those markets; potential applications for and performance of our products and services, and related sources of revenue.
Although we believe these statements to be based on reasonable expectations and beliefs, they are subject to risks and uncertainties which are difficult to predict and, in many instances, are beyond our control. These risks and uncertainties include, but are not limited to, the size and growth of our markets; protection, development and enforcement of our intellectual property portfolio; adoption or endorsement of our technology by leading companies in the retail and consumer products industries or standard-setting bodies or institutions; our future profitability; competition from larger companies or alternative technologies; acceptance in our markets of our revenue models and pricing structures; and the risks detailed in our filings with the U.S. Securities and Exchange Commission from time to time, including the risk factors set forth in Part I, Item 1A of our latest Annual Report on Form 10-K.
We believe that the risk factors specified above and the risk factors identified in Part I, Item 1A of our latest Annual Report on Form 10-K and our other filings with the U.S. Securities and Exchange Commission, among others, could affect our future performance and the liquidity and value of our securities and cause our actual results to differ materially from those expressed or implied by forward-looking statements made by us or on our behalf.
All forward-looking statements made by us or by persons acting on our behalf apply only as of the date of this presentation. We
expressly disclaim any obligation to update or revise any forward-looking statements to reflect future events, information or circumstances that arise after the date of this presentation or a change in our views or expectations, or otherwise.
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Big Picture:Digimarc Platform
The Digimarc Platform provides for enhancing media with Digimarc Barcodes, automatically discovering Digimarc-enhanced media, quality management, and IoT services.
Identification: | Discovery: |
Enhancing Media with Digimarc Barcodes | Automatically Detecting Digimarc Barcodes |
(Design & Production Software and Services) | (Enabled Scanners & Detection Devices) |
A Sample of Offerings: |
Packaging & Labels | Documents | Plastic | Fabric | Audio | Corrugate |
Verification: Validating Accuracy and Efficacy of Digimarc Barcodes
How it works
3
Big Picture: Improve Auto Identification Throughout Full Product Lifecycle
How it works
4
Big Picture: Build Customer Lifetime Value (CLV)
To customer onboarding
4 | 9 | |||
Evaluation | Product Loyalty | |||
3 | 5 | 8 | ||
Consideration | Decision | Value | ||
Realization | ||||
10 | ||||
Advocacy | ||||
2 | Customer | Customer | ||
Acquisition | Expansion | |||
Aware | 6 | |||
7 | ||||
Onboarding | ||||
1 | Adoption | |||
Unaware |
2
- Nestle
- Kellogg's
- Mondelez
- General Mills
- Henkel
- Diageo
- Kraft Heinz
- AB In-Bev
- Molson Coors
- Kroger
- Target
Recycling:
HolyGrail 2.0
_____________
3
- Major Beverage
- Major QSR
- Orkla
- Unilever
- Col-Pal
Recycling:
European Commission - Essential Requirements
_____________
4
- Conagra
- Major Coffee Processor
- Major e-Comm
Recycling:
AIM, European Brands Association
_____________
5
- Beston Foods
- Major Pet
_____________
6
- Pepsico
- Major Produce
- Westrock
- Berry Global
-
Dai Nippon Printing
_____________
7
- Wegmans
- Avery Dennison
- Major Auto
- EVRYTHNG
Recycling:
P&G, Orkla, Henkel, TOMRA, Pellenc
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- Walmart
- Netto
- Newpoint Media
- Major Tobacco
-
Major Pharma
_____________
9
-
Source Audio
_____________
10
- Central Banks
- P&G
- Cognella
- Hachette Livre
- Houghton Mifflin Harcourt
-
Recorded Books
_____________
From first moment or experience | My.Digimarc | To adoption / loyalty |
5
_____________
2020 Retrospective
- Navigating the pandemic well
- Resiliency and adaptability of our Team
- Pandemic drove shift from retail store operations to supply chain
- Beginnings of globalization
- Emergence of End User driven Solutions
- Serialization supporting large opportunities in supply chain
- Marker coder and laser developments unlocking serialization
- Recycling opportunity matured into industry initiative amidst growing global crisis
- Effective working capital management; unexpected sources of funding
- Evolution of the Organization, Platform, and Supplier ecosystem
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"When something bad happens, you have three choices. You can either let it define you, let it destroy you, or you can let it strengthen you."
Borrowed from Jeff Bezos' 2020 shareholder letter, who borrowed from Theodor Seuss Geisel, author of Dr. Seuss children's books
Keys to Success in 2021
- Deliver substantial Bookings and Revenue growth
- Maintain and grow our Established Business with Government and Media customers including Central Banks and Global Publishers
- Continue to deliver exceptional value and expand footprint at Walmart
- Penetrate new supply chain customers focused on serialization with interfaces to IOT services, including traceability, brand protection, and supply chain visibility
- Introduce a unique, comprehensive Brand Protection suite
- Expand Marker Coder use
- Commercialize Laser R&D that shows great potential
- Foster growth and globalization with expansion and improved support for Supplier network
- Successful industrial tests with AIM/HolyGrail 2.0 and Golden Threads stimulate and accelerate adoption and ecosystem development; and encourage a second front on recycling in North America
- Faster, easier Digimarc Barcode enhancement capabilities; minimal artifacts; and integrated, reliable quality management
- Progress toward seamless multi-modal Discovery of all media
- Engage and keep all employees safe and healthy while recruiting talent and experience in new areas of growth
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DJ Vogt
Sr Director, Corporate Communications
-
+1 503.469.4762
dj.vogt@digimarc.com
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©2021 Digimarc Corporation • www.digimarc.com
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Digimarc Corporation published this content on 20 January 2021 and is solely responsible for the information contained therein. Distributed by Public, unedited and unaltered, on 22 January 2021 20:21:07 UTC