Senetas Corporation Limited · ASX:SEN
Senetas — Investor Presentation (November 2013)
21 slides from Senetas's investor presentation, Nov 25, 2013
Slide 1: Senetas Corporation Corporate Overview November 2013
For personal use only SENETAS CORPORATION CORPORATE OVERVIEW NOVEMBER 2013 1
Slide 2: Capital Structure
SENETAS CORPORATION For personal use only ASX: SEN Capital Structure Market Cap. ($0.038 share): $48 mill Shares on Issue: Revenue: $7.7 mill 1,065 m EBITDA ($0.7) mill unlisted Net Profit: ($0.9) mill Net Cash: $4.1 mill Directors Francis Galbally - Chairman Andrew Wilson, CEO Lt Gen Ken Gillespie
Slide 3: Senetas leads the market in sophisticated data encryption devices
SENETAS LEADS THE MARKET IN SOPHISTICATED DATA ENCRYPTION DEVICES For personal use only World leading developer of high speed, layer 2 network security devices Products meet the most stringent world-wide standards for security Overview Products deployed across 29 countries Head office in Melbo
Slide 4: Leads the market in sophisticated data encryption devices
SENETAS LEADS THE MARKET IN SOPHISTICATED DATA ENCRYPTION DEVICES For personal use only World leading developer of high speed, layer 2 network security devices Products meet the most stringent world-wide standards for security Overview Products deployed across 29 countries Head office in Melbo
Slide 5: Actively pursuing a range of short- and medium-term growth strategies
SENETAS IS ACTIVELY PURSUING A RANGE OF SHORT- AND MEDIUM- TERM GROWTH STRATEGIES TO RAISE ITS PROFILE AND EXPAND For personal use only ITS REACH Market expansion Offering expansion Continued product innovation and R&D investment Expand in UK via CAPS accreditation New markets Develop security
Slide 6: Business Highlights
BUSINESS HIGHLIGHTS For personal use only • Global leader of layer 2 network encryption devices Global leader • IP-rich with world leading R&D and product engineering capabilities • Sophisticated, high speed, scalable, low latency with plug-and-play ease-of-use, with the recently developed CN6000 ra
Slide 7: Encryption Product
SENETAS ENCRYPTION PRODUCT For personal use only • PURPOSE BUILT ENCRYPTION TECHNOLOGY • OVERCOMES TRADITIONAL ENCRYPTION LIMITATIONS: • Complexity • Incompatibility • Performance • Operate in either point-to-point or meshed/multi-point networks ENCRYPTION PRODUCTS FOR SECURING THE FOLLOWING TYPES
Slide 8: Government, defence and commercial customers across countries
GOVERNMENT, DEFENCE AND COMMERCIAL CUSTOMERS ACROSS 29 COUNTRIES For personal use only 8
Slide 9: Portfolio of industry-leading, high performance, low latency layer 2 encryption products
SENETAS HAS A PORTFOLIO OF INDUSTRY-LEADING, HIGH PERFORMANCE, LOW LATENCY LAYER 2 ENCRYPTION PRODUCTS For personal use only CN1000 100M/1G encryptor Ethernet Versatile, high-performance encryption solution for 100Mbps, 1Gbps and 10Gbps layer Encryption 2 Ethernet networks that integrates into poi
Slide 10: New CN6000 series encryptors at the cutting edge of layer 2 encryption
OUR NEW CN6000 SERIES ENCRYPTORS ARE AT THE CUTTING EDGE OF LAYER 2 ENCRYPTION TECHNOLOGY For personal use only Designed to address the need for high speed (up to 10 Gbps), highly secure, highly resilient wire speed encryption of Ethernet traffic across both dark fibre and metro or wide area Ether
Slide 11: Product Update / R&D Roadmap
5. PRODUCT UPDATE / R&D ROADMAP PRODUCT ROADMAP For personal use only NEAR-TERM PRIORITIES NEW AND INNOVATIVE PRODUCT ENHANCEMENTS ‐ CN4010 low cost encryptor ‐ CN6010 cost reduced 1 Gb rackmount ‐ CN8000 multi-slot investigation ‐ Implementation of Transmission Security – unique feature ALTERNA
Slide 12: Layer 2 encryption enables high speed, scalable, secure data transfer
UNLIKE LAYER 3, LAYER 2 ENCRYPTION ENABLES HIGH SPEED, SCALABLE, SECURE DATA TRANSFER WITH NEAR ZERO LATENCY For personal use only APPROXIMATELY 90% OF GLOBAL NETWORKS ARE LAYER 3 IP/TCP ROUTED NETWORKS Lowest impact on NETWORK TOPOLOGIES ARE EVOLVING AND THE USE OF network performance LAYER 2 I
Slide 13: Only organisation certified against FIPS, Common Criteria and CAPS
SENETAS IS THE ONLY ORGANISATION GLOBALLY WHOSE ENCRYPTION PRODUCTS ARE CERTIFIED AGAINST EACH OF FIPS, For personal use only COMMON CRITERIA AND CAPS Certification received in March 2012 (certificate Certification received in November 2009 (certificate Certification received in November 2012
Slide 14: Managed by an experienced leadership team
SENETAS IS MANAGED BY AN EXPERIENCED LEADERSHIP TEAM WITH LONG-TERM CONTINUITY IN THE PRODUCT DEVELOPMENT For personal use only TEAM CEO CTO GM Engineering GM Europe GM Marketing Andrew Julian John Gareth Simon Wilson Fay Weston Jones Galbally Chief Technical Head of Marketing General Manager of Gen
Slide 15: Other Information – Industry Overview
For personal use only 3 | OTHER INFORMATION – INDUSTRY OVERVIEW
Slide 16: Explosive growth in data usage and pressure on network resources
ORGANISATIONS GLOBALLY ARE SEEING EXPLOSIVE GROWTH IN DATA USAGE AND INCREASING PRESSURE ON NETWORK For personal use only RESOURCES More and more content is created, transmitted and stored Unprecedented growth in valuable digital assets MARKET ESTIMATES THAT THE "DIGITAL UNIVERSE" (THE ORGANISAT
Slide 17: Cyber intrusion is the biggest threat to valuable digital assets
CYBER INTRUSION IS THE BIGGEST THREAT TO VALUABLE DIGITAL ASSETS WHILST THEY ARE CREATED, STORED, MOVED AND SHARED For personal use only Drivers of increasing focus on cyber security Cyber- warefare / Cybercrime / fraud / Government / national Obsolete security “hacktavism” regulatory technologies r
Slide 18: Optical fibre is not inherently secure; encryption is the solution
IT HAS BEEN CLEARLY PROVEN THAT OPTICAL FIBRE IS NOT INHERENTLY SECURE… ENCRYPTION IS THE SOLUTION TO For personal use only TOTALLY SECURING OPTICAL FIBRE MYTH Optical fibre is inherently secure Anyone with mischief or criminal intentions can access data anywhere along an optical cable that is TRUTH
Slide 19: Addressable layer 2 encryption market expected to grow
THE ADDRESSABLE LAYER 2 ENCRYPTION MARKET IS EXPECTED TO GROW FROM C.$180M TO C.$460M BY 2017 For personal use only Layer 2 Encryption Market Estimates 2011 – 2017 market growth Assumptions 2011 2017 Ports sold (m) 184 307 Average ports per unit 16 16 Estimated units (m) 11.5 19.2 Percentage externa
Slide 20: Other players who compete in the market for layer 2 crypto devices
THERE ARE ONLY 3 OTHER PLAYERS WHO COMPETE IN THE MARKET FOR LAYER 2 CRYPTO DEVICES For personal use only ATmedia is a Germany-based provider of high speed encryption products Thales, a €5bn France-based diversified equipment and solutions provider, is a reseller of ATmedia layer 2 encryptors th
Slide 21: Disclaimer
DISCLAIMER For personal use only THIS PRESENTATION ("PRESENTATION") HAS BEEN PREPARED BY SENETAS CORPORATION LIMITED (“SENETAS” OR “THE COMPANY”) FOR THE SOLE PURPOSE OF PROVIDING GENERAL AND BACKGROUND INFORMATION ON THE COMPANY. NOTHING CONTAINED IN THIS PRESENTATION IS OR SHOULD BE RELIED UPON AS