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Page 1: Facts & Figures - Archos...1st Google Android Tablet 2009 1st connected Smart Home 2014 ... Apps Contextual Ads Loyalty Program Special Deals • 5.5’’ Full HD IPS Screen • 4G
Page 2: Facts & Figures - Archos...1st Google Android Tablet 2009 1st connected Smart Home 2014 ... Apps Contextual Ads Loyalty Program Special Deals • 5.5’’ Full HD IPS Screen • 4G

1

Facts & Figures

Page 3: Facts & Figures - Archos...1st Google Android Tablet 2009 1st connected Smart Home 2014 ... Apps Contextual Ads Loyalty Program Special Deals • 5.5’’ Full HD IPS Screen • 4G

WHO WE ARE

Innovation Entertainment Affordable

Page 4: Facts & Figures - Archos...1st Google Android Tablet 2009 1st connected Smart Home 2014 ... Apps Contextual Ads Loyalty Program Special Deals • 5.5’’ Full HD IPS Screen • 4G

WHO WE ARE

ARCHOS Group

Logic Instrument

PicoWAN

ARCHOS SA

BtoC Products - Tablets - Smartphones - Connected objects

BtoB Products - Tablets - Smartphones

IoT Network

Page 5: Facts & Figures - Archos...1st Google Android Tablet 2009 1st connected Smart Home 2014 ... Apps Contextual Ads Loyalty Program Special Deals • 5.5’’ Full HD IPS Screen • 4G

WHO WE ARE

Innovation legacy to be continued…

2016

2000

1st Google Android Tablet

1st HDD MP3 player

2009

2003

1st Multimedia Player

2014

1st Connected Smart Home PicoWAN

IOT Network

1st Connected TV ARCHOS TV Connect

2013

1st Smartphone 4G Full HD under 200€ ARCHOS 50 Diamond

1st Smartphone 4GB/64GB under 250€

ARCHOS Diamond 2 Plus

Page 6: Facts & Figures - Archos...1st Google Android Tablet 2009 1st connected Smart Home 2014 ... Apps Contextual Ads Loyalty Program Special Deals • 5.5’’ Full HD IPS Screen • 4G

WHO WE ARE

15 Years of Innovation

1st HDD MP3 player 2000 1st Multimedia Media Player 2003 1st Google Android Tablet 2009 1st connected Smart Home 2014 IOT Network 2015

Western Europe & WW presence

N° 5 for Tablets (source GFK) N° 7 for Smartphones 25 000 points of sale WW 10 Million Active Users today

Android Expertise 7 years of Android expertise Google certified (Mada) Personalized HW for BTB OEM for major retailers

China Expertise Long term Chinese partners Shenzhen full subsidiary since 2006 80 experienced engineers Financed in China since 2015

Page 7: Facts & Figures - Archos...1st Google Android Tablet 2009 1st connected Smart Home 2014 ... Apps Contextual Ads Loyalty Program Special Deals • 5.5’’ Full HD IPS Screen • 4G

WHERE WE ARE

Page 8: Facts & Figures - Archos...1st Google Android Tablet 2009 1st connected Smart Home 2014 ... Apps Contextual Ads Loyalty Program Special Deals • 5.5’’ Full HD IPS Screen • 4G

COMPETITIVE LANDSCAPE

Tier 1 brands

Tier 2 brands

Tier 1 China

Tier 1 brands

Tier 1 brands

Tier 1 brands

• Two real A Brands

• Traditional brands sandwiched • No longer bringing disruptive technology • Giving up the Consumer Electronic field to regional Heroes

• Want to compete to T1 Brands

Regional heroes

Tier 1 brands • Regional heroes on the move! • Fast & Focused • Expected to take market share from the 2 A Brands

Page 9: Facts & Figures - Archos...1st Google Android Tablet 2009 1st connected Smart Home 2014 ... Apps Contextual Ads Loyalty Program Special Deals • 5.5’’ Full HD IPS Screen • 4G

ARCHOS PLAYGROUND

TABLETS & PC SMARTPHONES CONNECTED OBJECTS

#5 for Tablets in Europe #7 for Tablets World Wide

Growing market #7 in Smartphones in Europe

Page 10: Facts & Figures - Archos...1st Google Android Tablet 2009 1st connected Smart Home 2014 ... Apps Contextual Ads Loyalty Program Special Deals • 5.5’’ Full HD IPS Screen • 4G

Tablet Positioning

Win 10

WiFi

WiFi

4G

3G

ARCHOS 101 Neon Color

ARCHOS 70b Neon

ARCHOS PC stick

ARCHOS 80b Helium

ARCHOS 101b Xenon

ARCHOS 70 Xenon color

ARCHOS 101b Oxygen

ARCHOS 80 Oxygen

ARCHOS 101b Cesium

ARCHOS 101 Helium lite

Page 11: Facts & Figures - Archos...1st Google Android Tablet 2009 1st connected Smart Home 2014 ... Apps Contextual Ads Loyalty Program Special Deals • 5.5’’ Full HD IPS Screen • 4G

Smartphone Positioning

3G

4G

ARCHOS 50c Platinum

ARCHOS Diamond 2 Note

ARCHOS Diamond 2 Plus

ARCHOS Diamond Plus

ARCHOS 50d Oxygen

ARCHOS 55 Cobalt Plus

ARCHOS 50 Cobalt

ARCHOS 40 Neon

5,5’’

5,5’’

Premium

Premium

5’’

5’’

4G

4G

Page 12: Facts & Figures - Archos...1st Google Android Tablet 2009 1st connected Smart Home 2014 ... Apps Contextual Ads Loyalty Program Special Deals • 5.5’’ Full HD IPS Screen • 4G

Connected World

PicoWAN

ARCHOS Weather Station

ARCHOS VR Glasses

Lifestyle Home

ARCHOS Music Light

ARCHOS Music Beany

ARCHOS Smart Home

Page 13: Facts & Figures - Archos...1st Google Android Tablet 2009 1st connected Smart Home 2014 ... Apps Contextual Ads Loyalty Program Special Deals • 5.5’’ Full HD IPS Screen • 4G

INTERNATIONAL PARTNERSHIP

4 years of partnership with the French national football team

Page 14: Facts & Figures - Archos...1st Google Android Tablet 2009 1st connected Smart Home 2014 ... Apps Contextual Ads Loyalty Program Special Deals • 5.5’’ Full HD IPS Screen • 4G

GLOBAL COMMUNITY

More than 1 Million followers on social networks all over the world !

Page 15: Facts & Figures - Archos...1st Google Android Tablet 2009 1st connected Smart Home 2014 ... Apps Contextual Ads Loyalty Program Special Deals • 5.5’’ Full HD IPS Screen • 4G

2

2015 Performances

Page 16: Facts & Figures - Archos...1st Google Android Tablet 2009 1st connected Smart Home 2014 ... Apps Contextual Ads Loyalty Program Special Deals • 5.5’’ Full HD IPS Screen • 4G

KEY FIGURES

2014 2015

Global Revenue

160M€

3M units

Units Shipped

2,3M units

132M€

Page 17: Facts & Figures - Archos...1st Google Android Tablet 2009 1st connected Smart Home 2014 ... Apps Contextual Ads Loyalty Program Special Deals • 5.5’’ Full HD IPS Screen • 4G

2015 Main Events

Succeeded International Development

Logic Instrument back to growth

Improved Gross Margin

ARCHOS Improved Branding

Egypt, Nigeria, South America

Hilton Hotel, Secure Smartphone

Quality Improvement & Optimized Service Chain

Diamond Range, FFF Partnership

Page 18: Facts & Figures - Archos...1st Google Android Tablet 2009 1st connected Smart Home 2014 ... Apps Contextual Ads Loyalty Program Special Deals • 5.5’’ Full HD IPS Screen • 4G

P&L 2015

€M S1 2015 S2 2015 FY 2015 FY 2014 Var YoY Var% YoY

Revenue 69.1 89.6 158.7 132.1 26.6 20%

Gross Margin 9.1 17.0 26.1 22.9 3.1 14%

% of revenue 13,2% 18,9% 16,4% 17,4% 11,8%

OPEX 12.8 14.6 27.4 28.7 -1.3 -4%% of revenue 18,5% 16,3% 17,3% 21,7% -4,7%

Current Operating Income -3.7 2.3 -1.3 -5.7 4.4 77%0.1 -0.6 -0.5 -7.3 6.8

Others 0.1 -0.6 -0.5 -7.3 6.8

EBIT -3.6 1.7 -1.8 -13.0 11.2 86%

Financial results 0.2 -0.2 0.0 0.2 -0.2

EBT -3.4 1.6 -1.8 -12.8 11.0 86%

Taxes -0.1 -0.1 -0.2 -0.2 0.0

Net Result -3.5 1.5 -2.0 -13.0 11.0 n/s

EBITDA -2,6 3,4 0,8

Page 19: Facts & Figures - Archos...1st Google Android Tablet 2009 1st connected Smart Home 2014 ... Apps Contextual Ads Loyalty Program Special Deals • 5.5’’ Full HD IPS Screen • 4G

3

2016 And beyond…

Page 20: Facts & Figures - Archos...1st Google Android Tablet 2009 1st connected Smart Home 2014 ... Apps Contextual Ads Loyalty Program Special Deals • 5.5’’ Full HD IPS Screen • 4G

Strategy

200 M€ in 2016 & a Profitable Company

Reach #4 position in Tablets in Western Europe

Reach #6 position in Sim Free Smartphone in Western Europe

Logic Instrument a major player in the BTB Mobility Market

Impose ARCHOS as a major actor in the IOT with PicoWAN

4 6

Page 21: Facts & Figures - Archos...1st Google Android Tablet 2009 1st connected Smart Home 2014 ... Apps Contextual Ads Loyalty Program Special Deals • 5.5’’ Full HD IPS Screen • 4G

Key Figures

2014 2015 2016

Global Revenue

160M€

200M€

132M€ +20%

+25%

3M units

4M units

+33%

Units Shipped

2,3M units +30%

Page 22: Facts & Figures - Archos...1st Google Android Tablet 2009 1st connected Smart Home 2014 ... Apps Contextual Ads Loyalty Program Special Deals • 5.5’’ Full HD IPS Screen • 4G

Execution Plan

REVENUE

GROSS MARGIN

• Brand Awareness • Increase average Selling Price • Renew with Innovation DNA • Open new countries: Poland, Turkey • New BTB deals

• Supply Chain to optimize • Leverage the recent Romania customer service center • Monetize installed Base:

Push Apps

Contextual Ads

Loyalty Program

Special Deals

Page 23: Facts & Figures - Archos...1st Google Android Tablet 2009 1st connected Smart Home 2014 ... Apps Contextual Ads Loyalty Program Special Deals • 5.5’’ Full HD IPS Screen • 4G

• 5.5’’ Full HD IPS Screen • 4G Octo-core CPU • 4GB RAM • 64GB Memory • 21MP Camera • Finger Print • Android 6

ARCHOS next flagship

« ARCHOS impressionne avec ses smartphones »

« ARCHOS is back ! »

« ARCHOS a décidé de frapper fort »

19-02-2016 / LesNumeriques

24-02-2016 / Numerama

26-02-2016 / BFM Business

249 €

Smartphones Positioning

Page 24: Facts & Figures - Archos...1st Google Android Tablet 2009 1st connected Smart Home 2014 ... Apps Contextual Ads Loyalty Program Special Deals • 5.5’’ Full HD IPS Screen • 4G

Education

Autonomy >8h

Keyboard

10 inches

Protection

Price (<250€)

ARCHOS’s Strength

3M of pupils to be equipped between 2016 and 2018 in France (Grand Plan Numérique)

Europe will follow

Page 25: Facts & Figures - Archos...1st Google Android Tablet 2009 1st connected Smart Home 2014 ... Apps Contextual Ads Loyalty Program Special Deals • 5.5’’ Full HD IPS Screen • 4G

Professional Segment

B2B Strategy in 3 Items

SECURITY Thales / Sikur

Hilton / Telecare

EXTREME CONDITIONS

PERSONNALIZATION

IP68 – Shock Resistance – MIL STD

Page 26: Facts & Figures - Archos...1st Google Android Tablet 2009 1st connected Smart Home 2014 ... Apps Contextual Ads Loyalty Program Special Deals • 5.5’’ Full HD IPS Screen • 4G

PicoWAN

PicoWAN Pico-gateway

Deep indoor

Easy set up Low cost

Cross Border

Page 27: Facts & Figures - Archos...1st Google Android Tablet 2009 1st connected Smart Home 2014 ... Apps Contextual Ads Loyalty Program Special Deals • 5.5’’ Full HD IPS Screen • 4G

www.archos.com