WHO WE ARE
ARCHOS Group
Logic Instrument
PicoWAN
ARCHOS SA
BtoC Products - Tablets - Smartphones - Connected objects
BtoB Products - Tablets - Smartphones
IoT Network
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
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
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
ARCHOS PLAYGROUND
TABLETS & PC SMARTPHONES CONNECTED OBJECTS
#5 for Tablets in Europe #7 for Tablets World Wide
Growing market #7 in Smartphones in Europe
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
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
Connected World
PicoWAN
ARCHOS Weather Station
ARCHOS VR Glasses
Lifestyle Home
ARCHOS Music Light
ARCHOS Music Beany
ARCHOS Smart Home
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
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
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
Key Figures
2014 2015 2016
Global Revenue
160M€
200M€
132M€ +20%
+25%
3M units
4M units
+33%
Units Shipped
2,3M units +30%
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
• 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
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
Professional Segment
B2B Strategy in 3 Items
SECURITY Thales / Sikur
Hilton / Telecare
EXTREME CONDITIONS
PERSONNALIZATION
IP68 – Shock Resistance – MIL STD
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