Announcement PDF 11 February 2026 Atomos Investor Presentation Atomos Ltd (ASX:AMS) Authorised by the Board Our Core Value Proposition Has Not Changed… Empower Creators Empower the democratisation of content creation in the Social, Pro Video & Entertainment Markets, and enhance connectivity Partnering with the Best Align, integrate and partner with global technology leaders Focus on the Creator Ecosystem User-friendly designs across a branded ecosystem that make video production simple, intuitive and creative. Enabling creatives to focus on their art. Brand Leadership & Equity Strong brand equity and customer loyalty built over 12 years of innovation, enhanced with ongoing care for the customer, and increasingly meeting more of their needs Weddings, Events, Music 2 Formerly Olympus 3 Target Customer Has Expanded Growth in sub-pro content creator market • Maintain lead position in pro-video market; significant brand equity • Evolving business model to meet high growth market of influencers, amateurs & hobbyists – new 'Entry Level' models of core monitor range • Creating demand directly with our end consumers; value add-products But Our Target Customer and Method of Reaching Them Has Evolved… Sales & Marketing Has Modernised Customers shifted to online, marketplaces, social media • Maintain distributor model in core pro-video market • Expand to incorporate shift to online: new DTC sales & marketing channels, marketplaces and retail media • Flexibility through diversified sales channels; reinvigorated core range; derisked & strategic range expansion into new categories via partnerships 6.0 8.1 11.9 16.0 22.4 26.3 30.8 35.1 39.3 43.5 47.8 0 10 20 30 40 50 2017 2018 2019 2020 2021 2022 2023 2024 2025 2026 2027 Global Influencer Marketing Projections (2017 – 2027) (USD $B Expenditure) Ave Search Volume “Camera Monitor” weekly searches on Amazon trending upwards over the period Source: Statista, Influencer Advertising: market data & analysis https://www.statista.com/study/132109/advertising-report-influencer-advertising/ 4 ✓ Over 100,000+ registered users ✓ 500,000 units sold lifetime ✓ Automated production is the future Atomos Is Known for World-Class Product Innovation and Design… 5 Entry Level Models And So Has Our Product Suite... Next Generation Core Models Expanded Ecosystem Coverage Executive Summary: Four Pillars to drive Atomos forward… 6 1. Product Suite & Strategy (Renewed) • Renewed core product range (primary focus of R&D) with complementary value-add products to meet needs of customers – New range of core product lines to launch in 1H’26 – Expanded products in Q4’25 beyond recorder monitors: headphones, PTZ (pan, tilt, zoom) cameras, wireless transmission, etc. • ATOMOSphere (software): cloud storage and collab platform 2. Go-to-market approach (Expanded) • Launched omni-channel sales approach; traditional wholesale channel approach now supported by D2C – Strategic addition of D2C in major markets • Digital & marketing strategy targeting broader content creation market and new customers • Retail media partnerships including key resellers and Amazon 4. Financial Stability (Delivered) • Q2’26 sales of $13.4m – up 44% on pcp – Sales driven by strong demand for flagship Ninja & Shinobi product • H1’26 sales (unaudited) of $23.7m, up 28% on pcp (H1’25: $18.6m) • Fixed cost base reduced to ~$1.1m p/m in H1’26 • H1’26 EBITDA (unaudited) of $1.9m, improvement of $7.5m on pcp; (H1’25: loss of ($5.6m)) • H2’26 sales and EBITDA expected to exceed forecast H1’26 results 3. Board & Management (Refreshed) • Peter Barber: appointed to MD & CEO – Aligns with revised product and go-to-market strategies • Adam Kron: Chief Digital & Strategy Officer – Experienced executive focused on overall strategy, e-comm & digital marketing growth. Former GM/CSO/CGO/Director at Catch.com, Kogan and NewsCorp • Daniel Moore: CTO, previously Head Software Eng at Blackmagic Board & Senior Management With Complementary Skills Tailored to Atomos’ New Strategic Direction 7 Atomos Board James Joughin Non-Exec Chair • NED Daronmont & Melbourne Institute of Technology • Former Chair Viridian Advisory • Former Chair of Spirit (now called Infotrust ASX: ITS) • Former Partner at EY Peter Barber Managing Director & CEO • Co-Founder & major shareholder of Blackmagic Design • Left Blackmagic (executive role) in 2017 to spend more time with family & pursue other business interests in Singapore Jeromy Young Non-Exec Director • 25+ years developing leading video technology and products • Co-Founder of Atomos • Previously Global BD of Blackmagic Senior Management Peter Barber Managing Director & CEO Ben McAlister Chief Financial Officer • Former CFO of Doma Group • Ex KPMG, Macquarie Airports, Westpac & UBS Adam Kron Chief Digital & Strategy Officer • Experienced executive focused on overall strategy, e-comm & digital marketing growth • Former GM/CSO/CGO/Director at Catch.com, Kogan & NewsCorp Daniel Moore Chief Technology Officer • Previously, CTO at Presien, focused on delivering AI solutions for worksite safety & productivity • Previously, Head Software Engineering at Blackmagic Product Suite & Strategy 9 Our Flagship Products Are Used All Across the Content Creator Universe… Price Point of product / Scale of Production Shinobi Range Ninja Range Shogun & Sumo Ranges Simple, touchscreen monitors (entry pricing) targeted at influencers and video enthusiasts Flagship monitor recorder that connects to almost every camera in the world Large format monitor recorders and broadcast rack mounted recorders Market leading monitor recorders New: R&D and launch of next-gen upgrades Market leading monitors New: Shinobi Go (entry level model) Market leading production monitor New: R&D on next-gen upgrades Low (<US$250) Low budget, Individual, Influencer, Videographer High (+US$1,500) High budget, production team Complementary to core range catering to customer needs; incremental upside over time Value Add Products 10 Renewed product suite driving customer demand • Launch: II in Mid 2024, GO in Mar 2025 • 5” Monitor only • Entry-level focus, all creators • S-II USD349, S-GO 249 (ex tariff's) • S-II, Incl. most camera controls and feature rich monitoring tools • Resonating well with Amazon & D2C channels Shinobi II & GO Shinobi 7 RX Ninja TX & TX GO • Launch: Nov 2025 • 7” Monitor only • Pro Video focus (professionals) • USD/EUR 699 (MSRP, ex tariffs) • Super high brightness (2200 nit) & wide range of input connections (HDMI/SDI) • Addition of camera control and RX wireless receiving • Launch: Jul 2025, Nov 2025 • 5” Monitor Recorder • Pro Video focus (professionals) • USD/EUR 799 & 999 (MSRP) • Records up to 6Kp30 (TX GO) & 8Kp30 (TX) ProRes RAW • Direct to Cloud capability Shogun AV-19 • Launch: Feb 2026 • 19” Monitor Recorder • Production / Broadcast focus • USD/EUR 2,099 (MSRP, ex tariffs) • 19-inch, 4K HDR DCI-P3 7RU rack-mounted monitor • Record up to four isolated camera feeds (ISOs) plus a fifth program output 11 Value Add Products & Services Value Add Products Active marketing to existing ~125K customer email database Focus on converting to cloud account users Atomos Monitor Recorders Editing Software Shared with Collaborator Your Preferred Camera / Recorder • Cloud-based ecosystem for streamlined media workflows and single sign-on access to storage, camera-to-cloud uploads, sharing, etc. • Premium Offer: MyAtomos Members benefit from FREE starter plan • Paid Subscription: Paid tiers operate as a loyalty program that includes expanded storage, exclusive DTC discounts, and add-on features. • Derisked range expansion via co-development partnerships – no diversion of engineering team focus from core monitor range • Strategic new adjacent product categories, creating an ecosystem of products to meet more of our customer's needs • Test and learn approach 12 Product Roadmap Q4 FY25 Q1 FY26 Q2 FY26 Q3 FY26 Q4 FY26 Q1 FY27 Q2 FY27 Q3 FY27 Q4 FY27 On-camera On-set Broadcast & AV Post- Production Pro-Audio Cloud Ecosystem Shinobi Go Ninja TX Ninja TX Go TBA TBA TBA Shinobi 7RX TBA TBA TBA Shogun AV-19 eCinema – M&A Studio Pro TBA TBA TBA TBA TBA TBA TBA TBA TBA RX Monitor App Wi-Fi Video TxRx Cloud - M&A TBA TBA TBA TBA TBA Aaton – M&A Headphones Microphones H2’26 IP Acquisitions H1’26 Go-to-market approach Sales & Marketing – Modernised Strategy 14 Targeting customers where they are to build direct and stickier relationships. Existing Strengths • Long standing relationships w/ industry retail & distributors • Trade Shows including IBC and NAB • Email List (~125K+ email subscribers) built over 10+ years Expanded Capabilities & Growth • Digital marketing to target broader content creator market, new entrants and broaden the customer base • Retail media partnerships including Amazon growth strategy • DTC website and enhanced online marketplace presence + Sales & Marketing – Modernised Strategy – Early Results Promising… 15 Targeting the customers where they are, direct & stickier relationships D2C Website Traffic: Steady growth in customers engaging with the DTC shop (weekly product page views) D2C Sales ($A) vs Digital Marketing Spend (rolling 4 weeks): Steady growth in DTC revenue Digital marketing spend limited to substantially less than DTC Gross Profits, conservative investment to date $0.0k $50.0k $100.0k $150.0k $200.0k $250.0k $300.0k $350.0k $400.0k $450.0k $500.0k D2C Sales Digital Marketing Spend A$248k - 4.0k 8.0k 12.0k 16.0k 20.0k 24.0k Transformed, Refocused & Positioned for Scalable Growth 16 Target Customer Segments Professionals & Entertainment Industry Social Media Content Creator, Amateurs Sales Channels B2B Wholesale Distributors & Stores Online D2C & Marketplaces Marketing Trade Shows Organic Social Media New Customer Targeted Digital Marketing, Influencers, Retail Media Product Range Mid to Premium Products R&D & Innovation Lead ‘Entry Level’ Models Narrowed & Focused R&D on Core Strategic & Derisked new categories Operations Fragmented Logistics Overspread & Complex Staff Functions New global 3PL partner Reduced FTEs, focused engineering team 2023-2024 2025 and beyond Market Conditions 2023-24 US Writers Strike Supply Chain increased costs Influencer market growing Stabilized conditions, albeit tariffs uncertain Financials 18 Improving sales momentum supported by stabilising margins Sales (A$m) Statutory Contribution Margin (A$m) • Strong demand for the updated flagship Shinobi & Ninja product ranges; positive market feedback → greater customer usage • Omni-channel and modernised Go-To-Market strategy resonating well in key markets with greater direct customer engagement • Contribution margin: Sales (excl. Other Income) – COGS before overheads • Moving forward, Atomos will report Contribution Margin, providing a better performance metrics for assessment $6.0m $7.0m $8.0m $9.0m $10.0m $11.0m $12.0m $13.0m $14.0m Q1'24 Q2'24 Q3'24 Q4'24 Q1'25 Q2'25 Q3'25 Q4'25 Q1'26 Q2'26 H1’26 (unaudited): $23.7m -30% -20% -10% 0% 10% 20% 30% 40% 50% Q1'24 Q2'24 Q3'24 Q4'24 Q1'25 Q2'25 Q3'25 Q4'25 Q1'26 Q2'26 FY24 (reported): 22% FY24 (underlying): 25% FY25 (reported): 17% FY25 (underlying): 25% H1’26 (unaudited): ~34% One-off period-end adjustment – relates primarily to Inventory obsolescence. Balance Sheet fully provided for as at 30 June 2025. 19 Right-sized fixed Cost Base leading to EBITDA leverage • Overall, ~40% reduction in average monthly Fixed Costs within 18 months – Headcount now reduced to ~50 • Full run-rated benefit realised in H1 FY26 Fixed Cost Base1, A$m (LHS) EBITDA (A$m) • Increasing operating leverage being driven by continued sales momentum and a stable and right-sized fixed cost base 1. Average monthly fixed cost base ($9.0m) ($8.0m) ($7.0m) ($6.0m) ($5.0m) ($4.0m) ($3.0m) ($2.0m) ($1.0m) - $1.0m $2.0m Q1'24 Q2'24 Q3'24 Q4'24 Q1'25 Q2'25 Q3'25 Q4'25 Q1'26 Q2'26 H1’26 unaudited: $1.9m $0.0m $0.2m $0.4m $0.6m $0.8m $1.0m $1.2m $1.4m $1.6m $1.8m $2.0m 2H24 1H 25 2H 25 1H 26 Workforce Cost Professional Fees Marketing Travel & Other unaudited Outlook 21 FY26 Outlook – Sales & Gross Margins • New range of core product lines launched in H1’26 (Ninja TX & Ninja TX GO and Shinobi 7 RX) • Further products launching in H2 including Shogun AV-19; rack mounted monitor recorder designed for live-production / broadcast • Expanded products beyond recorder monitors: headphones, PTZ (pan, tilt, zoom) cameras, wireless transmission units • Launched ATOMOSphere - cloud storage & collaboration platform • Launched omni-channel sales approach; traditional wholesale channel approach now supported by D2C • Digital & marketing strategy targeting broader content creation market (complimenting more cost-effective approach to trade shows) • Refreshed senior leadership aligned to new sales and marketing approach Refreshed & Expanded Products Modern Sales Channels & Marketing Strategies Guidance for H2’26 sales to exceed H1’26 of $23.7m • Driven by: – New core products and incremental contribution from expanded, value-add, product range – Modernising sales channel and marketing strategy • Targeting medium-term Contribution Margins in range of 33% - 35% 1 2 1 2 17.4m 18.3m 18.6m 14.1m 23.7m - $4.0m $8.0m $12.0m $16.0m $20.0m $24.0m $28.0m H1'24 H2'24 H1'25 H2'25 H1'26 H2'26F Sales (A$m) $23.7m+ unaudited 22 FY26 Outlook – Cost Base & Cashflows • Fixed cost base reduced to ~$13.2m p.a. ($1.1m per month) as of H1’ FY26 Cost Base Cashflows • Legacy payment plans & non-recurring expenses largely finalised • Funds repaid to Monreii Pty Ltd Facility (Monreii Facility) as part of the exercise of options are not available for redraw and therefore Monreii Facility is now fully drawn • As at 31 December 2025, $1.3m cash & cash equivalents • Investment in working capital for Q2 new products expected to unwind as new products launched, however expecting similar level of investment for several new products launching in 2H’26 • In the event of any short-term working capital requirements, well progressed with a financier in relation to an unsecured working capital facility to assist, if needed, with any future working capital requirements • H2’26 EBITDA to exceed H1’26 EBITDA of $1.9 EBITDA 1.9 ($12.0m) ($10.0m) ($8.0m) ($6.0m) ($4.0m) ($2.0m) - $2.0m $4.0m H1'24 H2'24 H1'25 H2'25 H1'26 H2'26F $1.9m+ unaudited Important Notice and Disclaimer The information contained in this document (“Document”) has been prepared by Atomos Limited ACN 139 730 500 (referred to as “Atomos” or “Company”). The information contained in this Document is current as at the date of this Document and should be read in conjunction with other Atomos periodic and continuous disclosure announcements filed with the Australian Securities Exchange (ASX), available at www.asx.com.au. The information in this Document is not intended to form the basis of any investment decision in relation to the Company or its assets and should not be considered as a recommendation to the Recipient to acquire securities in the Company. This Document is not a prospectus, profile statement or disclosure document and does not constitute an offer or invitation to acquire securities or otherwise invest in the Company, and no agreement to subscribe for securities will be entered into on the basis of this Document. 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Neither the receipt of this Document by any person nor any information contained in it or supplied with it or subsequently communicated to any person in connection with a proposed investment in the Company constitutes, or is to be taken as constituting, the giving of investment or financial product advice (or any other advice) to any such person. Each such person should make their own independent assessment of the merits or otherwise of investing in the Company and should seek their own professional advice in respect of any future investment opportunity and not act on the basis of any matter contained in this Document. In providing this Document, the Company has not considered the objectives, financial position, taxation situation or other needs of any particular Recipient. The distribution of this document in jurisdictions outside Australia may be restricted by law. Persons who come into possession of this document who are not in Australia, should seek advice on and observe any such restrictions. Any failure to comply with such restrictions may constitute a violation of applicable securities laws. In particular, this document does not constitute an offer to sell, or a solicitation of an offer to buy, any securities in the United States. The securities being offered by the Company under the Prospectus lodged with ASX on or about the date of this Document have not been, and will not be, registered under the US Securities Act or the securities laws of any state or other jurisdiction of the United States Accordingly, the securities being offered by the Company under the Prospectus may not be offered or sold in the United States except in a transaction exempt from, or not subject to, the registration requirements of the Securities Act and other applicable US state securities laws. Non-IFRS financial measures Recipients should note that certain financial data included in this Document is not recognised under the Australian Accounting Standards (AAS) and is classified as ‘non-IFRS financial information’ under Regulatory Guide 230 ‘Disclosing non-IFRS financial information’ published by ASIC. The Company believes that this non-IFRS financial information provides useful information to users in measuring the financial performance and condition of Atomos. The non-IFRS financial measures do not have standardised meanings under AAS, and therefore may not be comparable with similarly titled measures presented by other entities, nor should these be interpreted as an alternative to other financial measures determined in accordance with AAS. Investors are cautioned not to place undue reliance on any non-IFRS financial information, ratios and metrics included in this Document. Non-IFRS information descriptors: • EBITDA (before R&D expenditure) is earnings before research and development expenditure, interest, taxation, depreciation, amortisation and impairment charges; • EBITDA is earnings before interest, taxation, depreciation, amortisation and impairment charges; • EBIT is earnings before interest, taxation and impairment charges; • Working capital is defined by the Company as trade and other receivables, inventory and other current assets less trade and other payables and other current liabilities; • Net cash flows from operations: the operating cash flows generated by the Company calculated as EBITDA excluding non-cash items and allowing for changes in working capital; and • Net cash flows before financing activities: being net cash flows from operations less capital expenditure and other investing expenditure. 23