Idex Biometrics Asa · OSL:IDEX

Idex Biometrics Asa — Investor Presentation (February 2022)

22 slides from Idex Biometrics Asa's investor presentation, Feb 25, 2022

  1. Slide 1: Enabling NextGen Smart Cards for Payments & Card-based Applications

    Exhibit 99.4 Enabling NextGen Smart Cards for Payments & Card-based Applications February 2022 Oslo Børs: IDEX Nasdaq: IDBA Copyright © 2022 IDEX Biometrics ASA

  2. Slide 2: Disclaimer

    Disclaimer This presentation includes forward-looking information and statements that are subject to risks and uncertainties that could cause actual results to differ. Such forward-looking information and statements are based on current expectations, estimates and projections about global economic c

  3. Slide 3: IDEX Biometrics – The Next Generation of Payments

    IDEX Biometrics – The Next Generation of Payments $$ Multi-billion Market Opportunity Superior Biometric Performance Disruptive System Costs Capturing a Market Inflection Point 3 Copyright © 2022 IDEX Biometrics ASA

  4. Slide 4: Highly Experienced Leadership Team

    Highly Experienced Leadership Team Jamie Simms Catharina Eklöf Vince Graziani CCO CFO CEO Stan Swearingen Anthony Eaton Fred Benkley Chris Ludden SVP-Strategy CTO SVP-Innovation SVP-Engineering 4 Copyright © 2022 IDEX Biometrics ASA

  5. Slide 5: The Case for Card-based Fingerprint Authentication

    The Case for Card-based Fingerprint Authentication Reduced fraud: ü Secure, high-value Challenges contactless transactions Fraud Identity protection: ü Encrypted biometric data; stored only on the card Security Ease of use: ü Simple, low-cost enrolment User Convenience ü Seamless user experience Eco

  6. Slide 6: The Opportunity

    The Opportunity Copyright © 2022 IDEX Biometrics ASA

  7. Slide 7: Rapid Scaling of Biometric Payment Cards

    Rapid Scaling of Biometric Payment Cards Total market: ~5 Billion smart cards per year ▬ Includes all cards with secure element Addressable Market: payment cards ▬ >3.0 billion payment smart cards per year Serviceable Market: dual interface payment cards ▬ >1.9 billion contactless cards per year, gr

  8. Slide 8: Primary Target: Biometric Payment Cards

    Primary Target: Biometric Payment Cards Yearly Issuance of Payment Card Types 2021: A Market Inflection Point Biometric Cards Contactless Cards Payment Infrastructure Already in Place Pin and chip Cards Standards established and certifications in place Total Payment Cards Banks and issuers launching

  9. Slide 9: China's Digital Currency Initiative Could Double our SAM

    China’s Digital Currency Initiative Could Double our SAM ….IDEX partners engaged with all 6 regional banks; China’s central bank and digital currency: e-CNY two bank trials announced so far… >400 million people targeted by this central bank initiative (six participating regional banks) Initial deplo

  10. Slide 10: Long-term Vision: Universal Security Device

    Long-term Vision: Universal Security Device Biometrically-enabled cards secure a range of applications Payment (card present and card not present) Cybersecurity / Data Access Access Control (Physical) Central Bank Digital Currency (CBDC) wallet Public Transportation / Ticketing Healthcare and Govern

  11. Slide 11: Competitive Advantage

    Competitive The Opportunity Advantage Copyright © 2022 IDEX Biometrics ASA Copyright © 2021 IDEX Biometrics

  12. Slide 12: Superior Technology Drives Differentiation

    Superior Technology Drives Differentiation Disruptive card architecture Disruptive cost Performance leadership Versatile enrollment options Flexible and comprehensive solution 12 Copyright © 2022 IDEX Biometrics ASA

  13. Slide 13: The TrustedBio Architectural Advantage

    The TrustedBio Architectural Advantage Commodity Sensor IDEX TrustedBio Card Architecture Card Architecture û Complex Bill of Materials required: P Simple Bill of Materials (BOM) driven by integration: • Silicon Sensor § TrustedBio System in Package • MCU: biometric processor § EMVco – Certified Sec

  14. Slide 14: Infineon Partnership Enables Complete Solution

    Infineon Partnership Enables Complete Solution Accelerates time to revenue and improves margins Infineon SLC38 IDEX Latest Generation TrustedBio Max Secure Element Fully integrated design enables: • Lowest cost profile of any solution • Rapid time to market Game changing performance: • Biometric pro

  15. Slide 15: Ecosystem Partners are Key to Sales Strategy

    Ecosystem Partners are Key to Sales Strategy IDEX works jointly with partners to drive demand across the value chain Card Manufacturers Banks and Issuers Secure Elements Personalization Inlay Sensor/Matcher/OS Processors IDEX and technology partners IDEX and card manufacturing partners • Drive desig

  16. Slide 16: 2021: A Pivotal Year for Commercialization

    2021: A Pivotal Year for Commercialization IDEX/Infineon IDEMIA gaining Network Unlocking platform with Staying ahead of significant certification for another $1B+ industry leading competition market traction IDEX solutions SAM: e-CNY performance Infineon is the Building order TrustedBio MAX™: world

  17. Slide 17: Financial Profile

    Financial Profile Copyright © 2022 IDEX Biometrics ASA

  18. Slide 18: Q4 2021 Financial Summary

    Q4 2021 Financial Summary Revenue trends remain positive Summary Profit & Loss Statement ($000) Q4 2021 Q3 2021 Q2 2021 Q1 2021 Q4 2020 • Continued growth in payments Product $ 787 $ 731 $ 696 $ 623 $ 593 • Sustained shipments for logical access Services - 1 1 1 5 • First shipments for Cyber/Access

  19. Slide 19: Strong Operating Leverage in Long-term Model

    Strong Operating Leverage in Long-term Model Potential for extraordinary revenue growth ü Expanding opportunity pipeline ü Rapidly increasing backlog and pending design wins Target Operating Model at Scale: ü Scalable fabless semiconductor model ü 50%+ gross margins • Consistent with fabless model •

  20. Slide 20: Summary

    Summary Copyright © 2022 IDEX Biometrics ASA

  21. Slide 21: IDEX Biometrics – Differentiated and Disruptive

    IDEX Biometrics – Differentiated and Disruptive Massive Addressable Market: Payment cards, Cybersecurity / Data $$ Access, Digital Currencies, and other adjacent markets Superior Biometric Performance: Enabling a secure and seamless user experience at ground-breaking transaction speeds Disruptive Sy

  22. Slide 22: Thank you!

    Thank you! Copyright © 2022 IDEX Biometrics ASA

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