Investor Presentation
Disclaimer These slides are to be read in conjunction with the Webinar, delivered on 8 November 2018. Our discussion may include predictions, estimates or other information that might be considered forward-looking. While these forward-looking statements represent our current judgment on what the future holds, they are subject to risks and uncertainties that could cause actual results to differ materially. You are cautioned not to place undue reliance on these forward-looking statements, which reflect our opinions only as of the date of this presentation. Please keep in mind that we are not obligating ourselves to revise or publicly release the results of any revision to these forward-looking statements in light of new information or future events. Throughout today’s discussion, we will attempt to present some important factors relating to our business that may affect our predictions.
YEAR 2018 IN REVIEW
LOOKING AHEAD
Automotive 2019, 2020 and beyond Advanced driver-assistance systems Total Addressable Market Revenues ELS’s Value New and After Market sale FMS/ADAS Connectivity US$67.43B (2027)¹ Short Video CAGR of 19.00% Cloud Services Term 360⁰ US$14.15B (2016) Autonomous Remote Control AUTONOMOUS TRACTOR Tractors Mid Connectivity 12,500 units (2019)² N. America Video (bi-directional Comm) Term 60,901 units (2025) 360⁰ CAGR of 24.89% Wide Bandwidth Autonomous Vehicle AUTONOMOUS VEHICLE Cyber Security &Immunity US$126.8B (2027)³ Long Entertainments CAGR of 39.6% V-2-V + AI communication Term Always-ON ¹ Grand View Research, Inc. (Feb. 2018) ² Market and Markets Research (137 pages report - 2018) ³ Infoholic Research, July 31 2018: “Global Autonomous Vehicles Market research Report”
Drones & Defence 2019, 2020 and beyond 2 ELS’s Value Revenues Total Addressable Market 13% 17% Light weight DRONES 70% Integrated solution Mid-Sort US$100B (2016-2020)¹ +2 channel comm. Comm. $2.8B/110,000M units Drones Term Military Video Consumer Personal 94% of Units/40% Rev. Commercial HOMELAND SECURITY WB, Robust, secured, HLS global US$526.10B (2017) ² Mid immune connectivity * HLS global US$742.06B (2013) HLS Cyber security Term US Defense US$586.7B (2017) ³ Always-on US Defense US$798 B (2023) WHY NOW? Ruggedized tablets & laptops Mid Drones Strategic US Trade war Cars Partnerships Term Tractors ¹ Goldman Sachs Research 2018 ² Market and Markets Research (May 2018) * Not a customer yet / Just as a representation of this market ³ research & Marketing (May 2018)
Appendix 4C
News and Upcoming Events • Ami Sagis joined Elsight’s Advisory Team – A former Major-General in the Israeli Defense Forces, CEO of the two largest companies in the Israeli economy and a Chairman of the Board of a few huge energy and technology companies, joins Elsight Advisory Board • HLS/Cyber Show 2018 – Tel Aviv, November 13 th & 14 th • MWC 2019 – Barcelona, February 25 th - 28 th • ISDEF 2019 – Tel Aviv, June 4-6 th • Milipol 2019 – Paris, November 19 th - 22 nd
Q&A
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