Slide 1: Investors presentation Q1 2026 Revenue
Investors presentation Q1 2026 Revenue April 28, 2026 VERIMATRIX Confidential - This document hereto is intended only for use by the addressee(s) named herein and may contain confidential information
Slide 2: Disclaimer
Disclaimer This document was prepared by Verimatrix and is provided for information No statement in this presentation is intended as a profit forecast or estimate for any purposes only. It is public information only. period. Persons receiving this document may not and should not rely on forward look
Slide 3: Your speakers today
Your speakers today Laurent DECHAUX Jean-François LABADIE CEO CFO Copyright © 2026 Verimatrix. All Rights Reserved. 3
Slide 4: A refocus on Anti-Piracy core business
A refocus on Anti-Piracy core business Closing of the sale of XTD assets ANTI-PIRACY to Guardsquare • Completion of the sale on February 2026, including a portfolio of patents and a team of experts. Protect valuable contents • 1-month contribution in Verimatrix Q1 2026 Protecting content for Streami
Slide 5: Key highlights Q1 2026
Key highlights Q1 2026 New contract New contract New contract New strategic partnerships APAC > INDIA EMEA APAC > INDIA Media broadcaster Premium Sports Telecom operator Leading Indian broadcaster Premier European football Major Indian telecom selected Streamkeeper league adopted operator expanded i
Slide 6: Q1 2026 Revenue
Q1 2026 Revenue (in US$ million) Q1 2026 Q1 2025 Var. COMMENTS – Anti-Piracy • Recurring revenue at $7.1m -4% and Recurring revenue 7.1 7.4 -4% 69% of anti-piracy total revenue of which subscriptions 3.8 3.6 +4% of which maintenance 3.3 3.8 -12% • Subscriptions revenue at $3.8m, +4% yoy is the main
Slide 7: Annual Recurring Revenue trend from subscriptions
Annual Recurring Revenue trend from subscriptions ARR from SaaS & subscription Anti-Piracy (in $m) $15.5m COMMENTS 15.2 14.5 14.6 14.7 14.1 13.6 • Anti-Piracy subscriptions ARR 13.0 growth: +7% yoy and +1% vs 12.7 31/12/2025 11.4 11.1 10.4 • Good momentum with our 10.1 Streamkeeper suite 9.1 • First
Slide 8: Total Annual Recurring Revenue Anti-Piracy
Total Annual Recurring Revenue Anti-Piracy Total ARR Anti-Piracy (in $m) 29.0 COMMENTS 28.0 28.1 28.0 28.0 27.4 27.4 27.6 27.5 27.1 27.3 • Total ARR – Subscriptions and 27.0 26.6 Maintenance grew again after 26.0 25.4 25.6 one year of quarterly decrease. 25.0 25.0 • While the subscriptions 23.9 cont
Slide 9: Outlook
OUTLOOK Copyright © 2026 Verimatrix. All Rights Reserved.
Slide 10: 3 strategic priorities
3 strategic priorities Refocus on Innovate Winning core in core through new business adjacencies partnerships Copyright © 2026 Verimatrix. All Rights Reserved.
Slide 11: Our 3-year Ambition 2026-2028
Our 3-year Ambition 2026-2028 Back to Ebitda up and 80% Revenue Growth Positive Cash-Flow Recurring Revenue Becoming an Iconic SaaS Company Best-in-class SaaS Execution Admired by Customers, Employees and Partners Strong Recurring Revenue and Profitability Clear Market Leadership and Brand Authority
Slide 12: Investor Information
INVESTOR INFORMATION INVESTOR RELATIONS CFO finance@verimatrix.com NEXT EVENTS SEITOSEI.ACTIFIN • Annual General Meeting: 11 June 2026 Jean-Yves BARBARA Jean-yves.barbara@seitosei-actifin.com • HY 2026 revenue and results: 27 July 2026 (after market) MEDIA CONTACT Matthew Zintel • Q3 2026 revenue: 2