Haivision Systems (HAI) Investor Update summary

Business Overview and Market Positioning

• Focuses on mission-critical, ultra-low latency video solutions for enterprise, government, defense, and media sectors.

• Three core platforms: Command 360 (command centers), Intelligence 360 (ISR/defense), and Live 360 (sports/news live video).

• Differentiates through reliability, security, and high performance, with proprietary hardware and software.

• Not active in consumer or low-cost video markets; targets high-value $10B segment of a $40B global market.

• Holds leadership in secure, real-time video networking and pioneered the SRT streaming protocol.

Market Opportunity and Growth Drivers

• Real-time video solutions address complex use cases across defense, enterprise, and media markets, driven by demand for low-latency, high-reliability video delivery.

• Command centers, remote operations, and live content production are key growth areas, with private 5G and AI transforming industry capabilities.

• Growth driven by demand for complex command centers, AI integration, and 5G-enabled live video.

• Expanding internationally, especially in control room and 5G markets.

• Long-term goal is a balanced revenue mix: one-third hardware, one-third software, one-third services/support.

Technology and Platform Leadership

• Recognized as a pioneer in ultra-low latency video encoding and inventor of the widely adopted SRT protocol.

• Platform offerings include Command 360, Intelligence 360, and Live 360, serving mission-critical operations, live sports, and news production.

• Leading in AI-powered video intelligence, with new products like Kraken AI for real-time edge processing.

• Embedded AI and 5G technologies drive new opportunities in defense and live events.

• Ongoing investment in product development and sales to support future growth.