Netlinkz : AGM Investor Presentation

onlyuseASX release

ersonal22 November 2021 | Strictly Confidential Netlinkz Limited | ABN: 55 141 509 426 | ASX: NET www.netlinkz.com

SECURING THE FUTURE OF DATA TRANSMISSION

At a glance

only	Continued revenue growth $0.6m to $5.3m to $14.4m across FY19, FY20, FY21.
•
• Continued enterprise customer growth from 1 at 30 June 2019 to 66 at 30 June 2021 and 80 by30 September2021
• Continued increase in recurring revenue, growing from 0% in FY19 to ~18% in FY21 - Recurring revenue represented
use	~80% of the Q1 FY22 result.
Overall costs reduced - Operating costs nowdown by~35% on the FY21 quarterlyaverage
•
• Improved balance sheet removing $12.8m in debt during FY21,with the current balance down to $1.15m
• Improved cash balance $9.1m as at the end of Q1 FY22.
ersonal	Imminent launch of Product UpdateVSN 2.2: Increased adoption because of simpler deployment and user
•
	centricityand unique selling proposition.
SECURING THE FUTURE OF DATA TRANSMISSION	2

Evolution of our technology into a product and a NaaSbased business model

only	2015 - 2019

2019 - 2020

2021

2022 (F)

2.02.2

Market	Increasing adoption of
Trends and	move to Cloud
Dynamics
use

Applications have become 'mobile' requiring support for hybrid IT. Workers in fixed corporate locations

Applications and Users are increasingly mobile. Hybrid IT and global workforces are now more globally connected

Proliferation of the virtual Enterprise. Multi and Hybrid clouds hosting corporate applications and Teleworking workforce become mainstream. Enterprise clients expect ease of use, and secure mobile connectivity to any infrastructure from anywhere

Product	Peer to peer secure connectivity
Capability	over any infrastructure
ersonal

SECURING THE FUTURE OF DATA TRANSMISSION

Infrastructure centric, hardware	Increased scalability. Increased	USER centric NaaSbased
based secure connectivity	ease of use and deployment	Personalised secure connectivity
over any infrastructure and
	Globally competitive product
cloud deployable
	VSN2.2 will enhance the NaaS
		business model roll out

3

Global competitive positioning of the VSN
enabled NaaSbusiness model
Netlinkz has few direct competitors and delivers a superior product offer to Enterprise customers
only	SD-WAN and VPN technologies are disruptive to	Remote Access
use
Enterprise operations, complex to implement	VPN Providers
and are not fit-for-purpose in a mobile world.	40+ vendors
Netlinkzis one of onlya fewproviders whose	(consumer centric)
technologydelivers an Enterprise solution that
ersonal	solves the market requirements.	SD-WAN
	Providers
		60+ vendors
		(infrastructure centric )
SECURING THE FUTURE OF DATA TRANSMISSION	4

We enable secure usermobility, not onlytying users to fixed corporate locations We provide simultaneous access to multiple clouds and cloud applications

useat the userlevel

Ourtechnologyis Zero Trust bydesign ersonalfocused on securing each user's

connectivityregardless of theirlocation

SECURING THE FUTURE OF DATA TRANSMISSION