AvePoint SPAC Presentation Deck
DPaas
14
Additional Clou
Microsoft
2020 Microsoft 3
Cloud Growth
365
Market Potential
Large and Growing Addressable Market
TAM
Cloud Integration & Migration²
Security Compliances
$152mm
2020 Revenue
AvePoint Growth Outlook
Microsoft 365 Users
AvePoint Share of total
AvePoint Users
-$1bn
Revenue Target
-$6.5bn²
2020
280mm4
< 3%
7mm
ⒸAvePoint, Inc. All rights reserved. Confidential and proprietary information of AvePoint, Inc.
(Achievable at -11% share of YE2020 MSFT 365 users¹)
Future
~+20%
YoY
500mm
10%
50mm
1) Based on projected ASP and MSFT's disclosure of nearly 300mm users in April 2021. 2) Assuming 100% penetration of -280 million Microsoft Cloud users and 2020 ASP. 3) Sum of Security Compliance, Cloud Integration & Migration and Data Protection As a Service Markets projected in 2022. 4) Estimated MSFT
users at YE2020 based on their disclosure of nearly 300MM users in April 2021. 5) Worldwide Data Services for Hybrid Cloud Forecast 2018-2022, 2017 Market Forecast, IDC, (July2018). 6) Worldwide Data Protection as a Service Forecast, 2018-2022 Initial Market Sizing, 2017 Market Forecast, IDC, (July 2018). 7)
Cloud Migration Market Size, Share, Trends Forecast (2018-2023), 2017 Market Forecast, Mordor Intelligence, (April 2018).
6
-$33bn
by 2022³View entire presentation