Matterport SPAC Presentation Deck slide image

Matterport SPAC Presentation Deck

Revenue Growth Gross Margin Comparable companies - revenue growth & margins benchmarking CY2022E Revenue Growth CY2023E Revenue Growth CY2022E Gross Margin CY2023E Gross Margin 65% Matterport 60% Matterport 60% Median: 28% 65% 28% DocuSign 28% unity twilio Median: 27% 31% 31% Median: 73% 80% 79% 28% Median: 73% 82% 80% unity WIX.com 23% 24% 66% 22% 67% 57% twilio DocuSign WIX.com Appian alteryx Median: 23% 58% 28% E Matterport (2) DocuSign unity WIX.com twilio alteryx Matterport DocuSign unity WIX.com twillo mongoDB. 27% Median: 22% 23% Median: 74% 92% alteryx 22% Notes: (1) Management projections; Wall Street Research as of 2/4/2021 (2) Matterport Subscription gross margin forecasted as 80% in CY22E and CY23E excluding amortization of capitalized software elastic alteryx Appian incino Oppfolio 75% Median: 74% 92% elastic 22% 74% 13% mongoDB. 73% 16% 71% mongoDB. Appian N.A 72% Median: 18% 19% N.A High Growth SaaS Median: 26% 32% elastic incino Oppfolio 18% 63% mongoDB. Appian oppfolio incino 20% Median: 62% 64% 62% Median: 64% 64% elastic incino @ppfolio www- Data Analytics 17% Duck Creek N.A Duck Creek 58% Duck Creek 59% Duck Creek Median: 15% 18% A AUTODESK 14% Median: 14% 93% CoStar Group Adobe A AUTODESK 15% Median: 89% 89% 93% CoStar Group Adobe AAUTODESK 14% Vertical SaaS Median: 90% 90% 14% Adobe 12% A AUTODESK Adobe CoStar Group 82% 82% CoStar Group Mature Software 37
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