Otonomo SPAC Presentation Deck slide image

Otonomo SPAC Presentation Deck

Comparable Company Analysis: Operational Benchmarking High-growth Enterprise Software High-growth Data Infrastructure Revenue CAGR 20E-22E 55.4% Frog Hi 82.2% 81.8% Frog 32.3% zoom Frog 3.3% 13.6% I Gross Margin (21E, 22E) 68.8% 71.7% zoom 31.4% 31.0% 32.0% CLOUDFLARE zoom 77.1% 77.4% S CLOUOFLARE 4.8% 10.7% 30.7% CLOURFLARE Ⓒtwilio EBITDA Margin (21E, 22E) otonomo 55.8% 57.1% Ⓒtwilio %6' 7.5% 30.5% DocuSign Ⓒtwillo 78.7% 81.4% DocuSign 15.3% 17.7% DocuSign Median: 30.6% 29.6% okta 78.3% 78.9% okta 18.4% .0% 11.4% workday 21E Median: 77.3% 22E Median: 77.9% okta 77.5% 78.4% workday 1 I 24.8% 24.7% 15.2% 21E Median: 10.6% 22E Median: 14.2% workday cerence 71.3% 72.9% cerence 36.4% 37.6% cerence 34.3% DAŤADOG 78.6% 78.6% CATADOG 10.2% 12.8% DAŤADOG Source: Factset as of 29th January 2021. Financials calendarised as of December 1 27.8% mongoDB. 71.7% 73.1% mongoDB NM 25.4% mongoDB. elastic 76.0% 75.6% elastic 22 cla elastic 120.7% splunk 1 Median: 25.4% 78.4% 79.4% splunks WN 7.5% 19.5% 21E Median: 77.2% 22E Median: 77.1% I I alteryx splunks 1 92.0% 91.9% alteryx 21E Median: 10.2% 22E Median: 12.8% 19.3% 14.6% NM • 1 snowflake alteryx 67.0% 68.5% snowflake 3: Z.Z snowflake 48.8% stone It 67.3% 73.4% stone** 56.9% 59.9% Transaction Processors and Data Marketplaces stone** 46.1% AMADEUS I 74.9% 76.0% AMADEUS 130.0% 39.1% 39.7% ri AMADEUS adyen 96.7% 96.6% adyen 54.3% 58.7% uafipe 27.9% Square 28.8% 31.3% Square Square Median: 27.9% 2% Costar Group 81.3% 81.6% 21E Median: 67.3% 22E Median: 73.4% CuScar Group ✔Verisk 34.6% 37.4% 64.7% 64.7% ini CoStar Group Verisk EQUIFAX 21E Median: 34.6% 22E Median: 39.1% 49.2% 49.6% 159.1% 61.1% Verisk EQUIFAX 33.4% 36.8% EQUIFAX 40 Strictly Private and Confidential
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