That presentation reads like a cry for help from Altium.
The marketing division has been very busy in attracting new share investors. This is what Altium has been good at, particularly from 2012 onwards.
Whilst I've always been very critical of both Altium Designer itself & Altium the company, you have to admit they are going pretty well.
$42 million cash in the bank
No debt
Share dividend increased by 15%
Revenue up 18%
Looking on the Australian Stock Exchange, the yield is not great at 1.74%. It is 99% franked however (which means for Australian investors it is almost 30c/dollar tax paid), however it is the capital growth that has been quite impressive (from around AUD$8 in July 2017 to around AUD$13.50 currently) since the stock has been on the recommended buy list from a number of stock investment advisors:
https://www.fool.com.au/2017/11/21/3-buy-and-hold-tech-investments-for-2018/Given that their shareholders pitch is seen by the ASX, it is likely to be reasonably accurate. The forward forecasts may vary of course.
Comparing Altium with the other companies on their competitors list, it is probably fair to say that Altium understands the marketing of their product to both their shareholders & their customers/potential customers the most, which is why they are doing well.
Interesting to see they only have 5520 Altium Designer seats though. Not many. They are loyal however with around 53% being listed as recurring customers.
Given they have 34522 subscribers in total, their must be a lot of customers on their lower end Circuit Maker & Circuit Studio offerings.