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JEFFERIES TMT CONFERENCE – Rignet, Inc.

Rignet, Inc. · May 13, 2015 · 20 slides

Investor presentation from the Shale Experts oil & gas presentation and slide database. Every page is imaged and its text indexed for search across operators, plays, basins and time.

Slides

  1. JEFFERIES TMT CONFERENCE – Rignet, Inc. – slide 1
    ENABLING THE DIGITAL OIL FIELD Jefferies TMT Conference May 13, 2015
  2. JEFFERIES TMT CONFERENCE – Rignet, Inc. – slide 2
    RigNet Investment Highlights RigNet (NASDAQ: RNET) provides digital technology solutions for offshore and onshore drilling rigs, production facilities, energy maritime vessels and other remote locations, effectively spanning the global…
  3. JEFFERIES TMT CONFERENCE – Rignet, Inc. – slide 3
    RigNet Provides Mission Critical Technology Solutions for the Digital Oilfield RigNet has the experience to provide Life of the Field solutions beyond just telecommunications. Leverage our digital communications technology to enhance…
  4. JEFFERIES TMT CONFERENCE – Rignet, Inc. – slide 4
    That Allow Oil and Gas Companies to Operate in a Productive, Efficient and Safe Manner Complete managed services Managed Solution with 24x7 Support solution for Global Connectivity SOLUTIONS A rich portfolio of innovative products and…
  5. JEFFERIES TMT CONFERENCE – Rignet, Inc. – slide 5
    What Does Fully Managed Digital Technology Mean for RigNet and its Customers RigNet provides a fully managed communications package, bundling network services and value-added offerings such as crew welfare enhancements. This end-to-end…
  6. JEFFERIES TMT CONFERENCE – Rignet, Inc. – slide 6
    RigNet Helps Enable The Digital Oilfield Security systems protect capital Cellular, Microwave and Satellite Two Way Radio and Telephony investments on site and online Backhaul link services at the edge to systems improve crew core…
  7. JEFFERIES TMT CONFERENCE – Rignet, Inc. – slide 7
    Large and Attractive Core Life of the Field Energy Market Life of the Field Energy Market Offshore rigs(a) U.S. Onshore(b) Production(a) Energy Maritime(a) Intl land(b) Jackups, Rigs, Remote Supply, Seismic, Rigs, Remote Fixed…
  8. JEFFERIES TMT CONFERENCE – Rignet, Inc. – slide 8
    RigNet Supports the Digital Oilfield Needs of a Blue-Chip Customer Base Oil & Gas Asset owners Oil & Gas Operators Contractors/Service Companies BruneiShell Diverse customer base with no excessive concentration 9
  9. JEFFERIES TMT CONFERENCE – Rignet, Inc. – slide 9
    Bandwidth Needs Growing at the Edge Total Oil & Gas VSAT Market Key drivers Fixed-Service Satellite (FSS) and Video-related services High-Throughput Satellite (HTS) 2014 2024 Capacity Demand Integrated operations (reducing NPT1)…
  10. JEFFERIES TMT CONFERENCE – Rignet, Inc. – slide 10
    Outlook for Ultra-Deep Water (UDW) Market Strong Over the Long- Term Will Drive the Need for Reliable Remote Communications Current UDW Activity1 Future UDW Rig Supply2 8 211 215 216 202 188 168 171 69 70 56 65 2 42 5 22…
  11. JEFFERIES TMT CONFERENCE – Rignet, Inc. – slide 11
    Growth Driven by Market Share Gains Global Market Share by Revenue Industry Ranking vs. Key Success Criteria 05-13 100% 100% 100% 100% 100% Global Footprint Strong 27% 26% 21% 19% 31% Value-Added Strong 43% 43% Solutions 44% 51%…
  12. JEFFERIES TMT CONFERENCE – Rignet, Inc. – slide 12
    History of Strong Growth Revenue1 EBITDA and UFCF1,2 in millions in millions 330 74 56 221 44 162 33 33 30 29 30 109 26 90 93 22 22 81 18 19 67 16 14 10 2007 2008 2009 2010 2011 2012 2013 2014 2007 2008 2009 2010…
  13. JEFFERIES TMT CONFERENCE – Rignet, Inc. – slide 13
    Q115 Performance Revenue increased to 77.7 million in Q115 up 3.5% compared to the same quarter last year Achieved quarterly adjusted EBITDA of 17.1 million up 5.6% over the same quarter last year UFCF1 of 9.0 million, up 37.9% over…
  14. JEFFERIES TMT CONFERENCE – Rignet, Inc. – slide 14
    Outstanding Share Price Performance 60.00 12/14/2010: IPO priced at 12 per share 55.00 8/1/2013: Announced acquisition of Inmarsat Energy Broadband assets and GX 5/8/2015: Up commercial distribution agreement; RNET 202% since IPO;…
  15. JEFFERIES TMT CONFERENCE – Rignet, Inc. – slide 15
    Five Year Oil Price Chart 130.00 120.00 Five market downturns 110.00 since the late 1980s 100.00 Each downturn has lasted 1 90.00 2 years on average 80.00 This downturn has occurred 70.00 quicker than any other 60.00…
  16. JEFFERIES TMT CONFERENCE – Rignet, Inc. – slide 16
    RigNet Investment Highlights RigNet (NASDAQ: RNET) provides digital technology solutions for offshore and onshore drilling rigs, production facilities, energy maritime vessels and other remote locations, effectively spanning the global…
  17. JEFFERIES TMT CONFERENCE – Rignet, Inc. – slide 17
    THANK YOU 18
  18. JEFFERIES TMT CONFERENCE – Rignet, Inc. – slide 18
    APPENDIX 19
  19. JEFFERIES TMT CONFERENCE – Rignet, Inc. – slide 19
    Reconciliation of Net Income to Adj. EBITDA ( in thousands) 2011 2012 2013 Q114 Q214 Q314 Q414 2014 Q115 Net income (loss) 9,752 12,021 16,544 2,308 5,748 5,930 1,997 15,983 (942) Interest expense 1,249 1,552 2,283 481 565 588 551…
  20. JEFFERIES TMT CONFERENCE – Rignet, Inc. – slide 20
    Reconciliation of Net Income to Cash EPS and Unlevered Free Cash Flow ( in thousands) Q115 Net income (loss) (942) Interest expense 511 Depreciation and amortization 8,096 Impairment of goodwill 0 Foreign exchange impact of…

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