AvePoint Financial and Strategic Overview
Large and Growing Addressable Market
Digital
Transformation
TAM
Security
Compliance¹
Cloud Integration
& Migration²
$7.2bn
$3.1bn
DPaaS³
$4.8bn
Additional
Cloud
MSFT Cloud
Growth
Current
MSFT Cloud
Size
~$5bn6
$1.8tn
by 20224
~$33bn
by 20225
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Ave Point
Growth Outlook
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2020
Future
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Microsoft 365 Users
250mm
AvePoint Share of total
AvePoint Users
3%
500mm
10%
~13% MSFT
Cloud
Penetration
~$1bn7
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7mm
50mm
148mm8
Revenue
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1) Worldwide Data Services for Hybrid Cloud Forecast 2018-2022, 2017 Market Forecast, IDC, (July2018). 2) Cloud Migration Market Size, Share, Trends Forecast (2018-2023), 2017 Market Forecast, Mordor Intelligence, (April 2018). 3) Worldwide Data Protection as a Service Forecast, 2018-
2022 Initial Market Sizing, 2017 Market Forecast, IDC, (July 2018). 4) Worldwide Digital Transformation (DX) Investment Trends in a COVID World, Post-COVID 19 Direct DX Investment, IDC (August 2020). 5) Sum of Security Compliance, Cloud Integration & Migration and Data Protection As a
Service Markets projected in 2022. 6) Assuming 100% penetration of ~250 million Microsoft Cloud users. 7) Assuming 13% penetration of ~250 million Microsoft Cloud users. 8) AvePoint management estimates. 9) Microsoft FY20 Q3 earnings call. Microsoft has 258 million paid seats of
Microsoft Office 365. https://www.microsoft.com/en-us/Investor/events/FY-2020/earnings-fy-2020-q3.aspx.
▲ Ave Point
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