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Investor Presentaiton

Revenue and Other Income FY21 FY20 change change by Type $000 $000 $000 % Travel platform booking revenue 6,354 16,307 (9,953) -52% Expense platform revenue 3,997 5,831 (1,834) -31% Supplier commissions revenue Other revenue 538 1,427 (889) -62% 386 485 (-99) -20% Recurring revenue 11,275 24,050 (12,775) -53% Recurring revenue % operating revenue 91% 93% Services revenue 1,145 1,819 (674) -37% 12,420 25,869 (13,449) -52% 4,382 922 3,460 375% 94 94 100% Total other income Total income 4,476 922 3,554 385% 16,896 26,791 (9,895) -37% REVENUE ANALYSIS • • • Recurring revenue (excluding Services revenue) at $11.3m down 53% and representing 91% of total operating revenue Travel platform booking revenue down 52% was Covid-19 impacted Total travel platform bookings at 1.6m versus 4.2m in the prior year, down 63% Online bookings down at 1.3m versus 3.7m in the prior year, down 65% Expense platform revenue at $4.0m down 31%, benefitting from fixed components to pricing Supplier commissions revenue at $0.5m down 62% Total revenue Government grants Sundry income • Services revenue at $1.1m down 37% as development resources focused on NORAM activation and Booking.com for Business platform • Government Grants included $3.4m related to Covid-19 subsidies received in New Zealand, Australia and the US New Zealand sourced income only down 13% as benefitted from the onboarding of customers completed over the year Average Revenue per Booking (ARPB) (based on total recurring revenue/online bookings) for the year was $8.76 up 36% from $6.46 in prior year, benefitting from Expense revenue which was not as affected as travel platform revenue; travel related ARPB was up 12% to $5.36 Operating Revenue by Geography 8 Australia New Zealand North America Other 7,520 18,218 (10,698) -59% 2,154 2,465 (311) -13% 2,369 4,80. (2,454) -51% 377 363 14 4% Total operating revenue 12,420 25,869 (13,449) -52% Total travel bookings (000) Online bookings (000) 1,566 4,215 (2.649) -63% 1,287 3.724 (2,437) -65% ARPB (Recurring revenue/online bookings) 8.76 6.46 2.30 36% ARPB (travel related revenue only) 5.36 4.76 0.60 12% serko
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