Ann: Morgan Stanley & Goldman Sachs Conferences Presentation, page-4

None of the fundamentals of the business have changed. Sales are tipped to increase on re-opening post Covid. From the October presentation :

Drivers & Outlook

Demand for high quality video is growing
 Core pro video market growing at 70% (corporate events, streaming, etc)
 YouTube viewers watch over one billion hours of videos every single day
 207m Netflix subscribers (+40% over 2 years)
 6.3b Twitch viewing hours in Q1 2021 (+125% over 2 years)
Atomos has a solid base for rapid growth
 New products and services in the pipeline
 Will continue to invest in technology for future products and services
 We continue to build partnerships with the world’s great technology companies
 We will look at opportunities to license our tech
Outlook
 Comfortable with full year consensus forecast (implies 20% revenue growth)
 Expect growth to be even throughout the year
 Historically stronger in H2 due to timing of product launches (H1:45% / H2:55%)
 Potential for M&A to accelerate growth into new sectors

All IMHO, DYOR