Babylon SPAC Presentation Deck
Highly Recurring and Diversified Projected Revenue in 2021 E
Through 2023E
Revenue breakdown
Fixed vs Demand-Driven(¹)
2021E
9%
Demand-Driven Revenue
Virtual Care: Fee-For-Service
3%
91%
Fixed Revenue
Babylon VBC: Capitation Fee &
Software: Fixed Fee
2023E
Demand-Driven Revenue
Virtual Care: Fee-For-Service
ОО
97%
Fixed Revenue
Babylon VBC: Capitation Fee &
Software: Fixed Fee
Low volume risk
9%
UK
2021E
4%
Emerging
Markets (2)
Geography
3%
Other
Developed
Markets (3)
84%
US
2023E
6%
Emerging
Markets (2)
2%
UK
OO
Focus on US
Source: Management estimates. Notes:
1) Demand-driven revenue reflects revenue from Virtual Care contracts. Fixed revenue reflects revenue from Babylon VBC and Software contracts.
Includes SE ASIA, China, LATAM, Rwanda, Middle East, Africa and India.
2)
3)
Includes Canada and Other Developed Markets (including Australia, New Zealand, Japan, and Continental Europe).
6%
Other
Developed
Markets (3)
85%
US
10%
Software
2021 E
9%
Virtual Care
81%
VBC
Product
10%
Software
2023E
3%
Virtual Care
87%
VBC
Babylon VBC augmented by high-margin
software licensing
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