Nuix Ltd. · ASX:NXL
Nuix — Morgan Stanley IPO Conference 2021
13 slides from Nuix's conference presentation, Mar 25, 2021
Slide 1: Market Release: Conference Presentation
MARKET RELEASE 25 March 2021 For personal use only Conference Presentation Please see attached the Nuix Limited presentation for today’s Morgan Stanley IPO Conference. This announcement is authorised by the Nuix Board of Directors. Investor Contacts Vanessa Beresford Matt Gregorowski Citadel-MAGNUS
Slide 2: Morgan Stanley IPO Conference
For personal use only Morgan Stanley IPO Conference 25 March 2021 Presenter: Rod Vawdrey, CEO ASX NXL | nuix.com
Slide 3: Disclaimer
Disclaimer For personal use only The m aterial contained in this docum ent is a presentation of general inform ation about Nuix Lim ited’s activities current as at the date of this presentation 25 March 2021. It is provided in sum m ary and does not purport to be com plete. This inform ation has bee
Slide 4: Nuix at a glance
Nuix at a glance • Leading provider of investigative analytics and intelligence software For personal use only • Software licensed to over 1,000 custom ers located in 78 countries • Global footprint with 424 full tim e em ployees across North Am erica, EMEA and Asia Pacific • Listed on the ASX on 4
Slide 5: Competitive Advantage
Competitive Advantage Nuix has a powerful software platform designed to deliver forensic-level insights into unstructured data at scale and speed. For personal use only The Patented Investigative Our People Nuix Engine An End -to -End Analytics A Fully We hire the best and Solution Integrated build
Slide 6: Business Model
Business Model Nuix is a software company with a sticky customer base and high recurring revenue. For personal use only • Software licenses 96% of revenue TOTAL REVENUE BY LICENSE (%) • Subscription licenses 89% of revenue 4% 7% Nuix offers customers flexible licensing options to buy and access 13%
Slide 7: Diversified Business Model
Diversified Business Model Blue chip customer base, well diversified by both segment and region For personal use only TOTAL REVENUE BY SEGMENT (%) TOTAL REVENUE BY REGION (%) 15% 16% 35% 11% 56% 28% 20% 19% Advisories Corporate Government Law Firms Americas EMEA Asia Pacific New Strategic Markets No
Slide 8: Industry Overview
Industry Overview Nuix licenses software to the investigative analytics and intelligence software market which is valued at over $27 billion For personal use only and includes the eDiscovery, Digital forensics, GRC and Endpoint software markets. LEADING PLAYER IN EXISTING MARKETS EMERGING PLAYER IN
Slide 9: Growth Opportunities
Growth Opportunities Future growth depends on expanding into new markets and gaining market share by developing applications around the For personal use only powerful Nuix Engine. INVESTMENT “LAND AND TO EXTEND VALUE WIN NEW EXPAND” THE NUIX OPERATING PARTNER ACCRETIVE CUSTOMERS STRATEGY PLATFORM EF
Slide 10: Q&A
For personal use only Q&A NUIX | MORGAN STANLEY CONFERENCE
Slide 11: Appendix
For personal use only Appendix NUIX | MORGAN STANLEY CONFERENCE
Slide 12: Our vision, mission and values
Our vision, mission and values For personal use only VISION: finding truth in a digital world MISSION: to create innovative software that empowers organisations to simply and quickly find the truth from any data in a digital world VALUES: NUIX | MORGAN STANLEY CONFERENCE 11
Slide 13: Measuring success
Measuring success Subscription revenues are driving growth and margin expansion. For personal use only TOTAL REVENUE ($M) PRO FORMA EBITDA ($M) PRO FORMA GROSS PROFIT MARGIN (%) PRO FORMA EBITDA MARGIN (%) FY18 FY19 FY20 FY21F Total Revenue +23% +26% +10% Growth 32.9% ACV Growth +37% +16% +19% 31.5%