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Transcript of Engaging Consumers 1:1 at the Point of Purchase & Beyond Engaging Consumers 1:1 at the Point of...

  • Davor Sutija CEO

    Engaging Consumers 1:1 at the Point of Purchase &

    Beyond

    NFC Mobile Marketing Solutions in a Mobile-First Era

  • This report includes forward-looking statements covered by the Private Securities Litigation Reform Act of 1995. Because such statements deal with future events, they are subject to various risks and uncertainties and actual results

    for fiscal year 2018 and beyond could differ materially from the Company's current expectations. Forward-looking statements, including estimates of capacity, selling price and other material considerations, are identified by words

    such as "anticipates," "projects," "expects," "plans," "intends," "believes," "estimates," "targets," and other similar expressions that indicate trends and future events.

    Factors that could cause the Company's results to differ materially from those expressed in forward-looking statements include, without limitation, variation in demand and acceptance of the Company's products and services,

    the frequency, magnitude and timing of raw-material-price changes, general business and economic conditions beyond the Company's control, timing of the completion and integration of acquisitions, the consequences of

    competitive factors in the marketplace including the ability to attract and retain customers, results of continuous improvement and other cost-containment strategies, and the Company's success in attracting and retaining key

    personnel. The Company undertakes no obligation to revise or update forward-looking statements as a result of new information, since these statements may no longer be accurate or timely.

    Thinfilm financial reports may be accessed via the following web page: http://thinfilm.no/investors-reports-and-presentations/

    Safe Harbor Statement

    http://thinfilm.no/investors-reports-and-presentations/

  • Thinfilm at-a-glance • Thinfilm enables the Internet-of-Everything

    • One-Stop-Shop for NFC mobile marketing

    - Hardware (printed and conventional NFC tags) and CNECT™ Software

    • Printed & Roll-based manufacturing

    - Ultrascalable - billions of tags capacity - Silicon Valley based production facility

    • Flexible & durable tags

    - On-Package or Loosely coupled - High volume bottling production lines

    • Over 300 patents and patent applications

    • 170 employees in Oslo, San Jose, Linkoping, San

    Francisco, London, Singapore, Hamburg and Shanghai

    • Listed on Oslo Stock Exchange (THIN) and OTCQX

    (TFECY)

    Thinfilm’s NFC solutions transform physical objects into digital marketing channels …

    … and turn smartphones into direct brand-to-consumer gateways.

  • End-to-End Mobile Marketing Solutions

    Hardware Smartphone Software

    NFC touchpoints turn physical products into

    digital marketing channels

    Smartphone tap triggers dynamic and unique mobile experiences

    Powerful cloud platform for real-time campaign management, analytics,

    and reporting

    Global ecosystem for label conversion and tag integration services

  • Brands Can Take Control of the User Experience

    COMPETITOR BRAND #1

    COMPETITOR BRAND #2

    YOUR BRAND

    SEARCH

    Direct 1:1 connection On-brand messaging

    ?

  • CNECT™ Software Platform Bridging the gap between the physical and digital worlds

    • Cloud based • Real time data • Uncover consumer behavior

    - Find Insights not available anywhere else - Optimize campaigns on the fly - Use data to enhance other marketing efforts

    • Deliver content based on: - Tap sequence - Time of day - Day of week - Geography

    • Remotely manage destination URLs • Add tag ID, device ID, and UTM marketing

    parameters to the destination URLs CNECT™ 2.0 launching April 2018

  • Snapshot – Recent Announcements 7

    Campari ‘smart’ refrigerator magnets fuel ecommerce

    Mundipharma uses NFC to promote new product

    ‘Connected’ tequila bottles deliver custom content

    Kilchoman ‘smart’ whisky bottles educate consumers

    PengWine uses NFC for consumer gamification

    SFS uses SpeedTap™ to provide product instructions

    Unseong uses NFC to engage with Millennials

    Iovate pumps up active nutrition brands with NFC

  • Novel Use Cases

    “On Carton” NFC tags for Dunhill cigarettes deliver

    exclusive, interactive content.

    Apple-supported NFC refrigerator magnets

    from Campari that enable instant order/ re-order via a leading

    alcohol delivery platform.

    NFC enabled welcome packs from a leading

    nutrition-focused marketer deliver

    product information based on time of day.

  • NFC Provides New Source of Insights: Product Distribution & Consumer Behavior

    Supply chain transparency

    Identify where batches are distributed

    geographically

    40% of tapped coasters were

    tapped by multiple people

    Determine when direct mail pieces are being received based on Postal Service

    bulk mail delivery

    Consumer Behavior

    Secondary taps imply that wine is consumed just as much for lunch

    as for dinner

    Diet shake consumers eat later than average, and

    do not consume dinner shakes on weekends

    People most likely to smoke / consume tobacco

    messaging b/w 2-5pm; do not smoke at meal times

    Product flow Mail Distribution

    Virality Consumption habits

    Associated habits

    Information consumption

    Specialty Gin On Label

    Craft Beer Coasters

    Chewing Tobacco Direct Mail

    Wine Bottle Neck Hangers

    Nutrition Supplements Welcome Package

    Tobacco Direct Mail

  • Rep Performance – Field Marketing

    No Taps

    20 Reps

    Initiative • Company launched a new beer and had

    field reps onsite at bars to promote it. Coasters with Thinfilm tags were produced to promote the beer and provide interesting facts

    Insights • 12% of reps accounted for 50% of the tap

    activity • Top 30% delivered 75% of the activity. • 20% of their reps had no engagement

    whatsoever

    Actions • Client could clearly see which reps were

    most engaged • Allows for accountability and auditing with

    field reps • Can adjust training materials and process to

    increase field rep participation • Can terminate reps that aren’t working

  • 2581 Junction Avenue, San Jose, California

    Scaling to Billion-Unit Volumes for EAS, SpeedTap™ and OpenSense™ in New Facility Using R2R Manufacturing

    Partially roll-processed quads of EAS front-end die

  • Thinfilm unique feature: Laser Encoded Read-Only Memory

    Top view of ablated (“0”) and intact (“1”) fuse links

    Cross section of ablated and unablated fuses

    Ablated fuses (“0”)

    Dielectric

    Readout of “0” and “1” bits

    Laser Encoding is key to a factory-programmed, unalterable NFC 128 bit code

    Fuse material

    Unablated fuses (“1”)

  • Cost-down roadmap – Roll-to-roll Backend

    Attach

    Conversion

    Test

  • Thinfilm Q4 2017 Financials ▪ Record annual revenue of USD 5.9 million – Q4 Revenue and Other Income of USD 1.2

    million

    – Product revenues affected by seasonality in EAS shipments

    – Other revenues increased as a result of higher activity on R2R projects eligible for government funding

    ▪ OPEX averaging USD 15.3 million per quarter since move to new manufacturing site in Q2

    – Installation of R2R equipment on site and CNECT development led to higher Services related costs

    – One-time accruals related to changes in activity level in Linkoping led to USD 0.5 million in accrued cost in the quarter

    ▪ Depreciation, amortization and impairment in the quarter of USD 4.4 million

    – Write-down of equipment in the Swedish subsidiary (USD 1.3 million)

    – Impairment of IP related to battery program (USD 1.2 million)

    – Increased depreciation as consequence of higher total asset base

    ▪ Cash balance of USD 98 million per end December 2017

    * excludes other income related to January 2014 recognition of badwill

    829811

    698

    860

    681

    500

    1,000

    2,250

    1,750

    2,000

    250

    0

    2,500

    1,500

    1,250

    1,000

    750

    500

    0

    5,000

    4,000

    3,500

    3,000

    6,000

    4,500

    5,500

    2,500

    1,500

    2,000

    Q4 2016

    1,077

    Q3 2015

    1,039

    Q2 2015

    Q1 2015

    Q4 2014

    1,115 1,188

    1,019

    Q3 2016

    Q2 2016

    1,186

    Q1 2016

    Q3 2014

    1,599

    1,280

    Q2 2014

    Q1 2014

    Q4 2017

    Q4 2015

    Q3 2017

    1,310

    Q2 2017

    2,300

    Q1 2017

    1,182

    LTM revenue & other income* [kUSD, RHS]

    Revenue & other income* [kUSD, LHS]

  • Thank You

    Davor Sutija CEO davor.sutija@thinfilm.no +47 94 84 98 86