Leaddesk Oyj · OMXHEX:LEADD
Leaddesk Oyj — Investor Day (May 2021)
14 slides from Leaddesk Oyj's investor day presentation, May 2021
Slide 1: LeadDesk Capital Markets Day
LEADDESK CAPITAL MARKETS DAY MAY 2021
Slide 2: Presenter
Presenter Kempen & Co - turning sector expertise and global network into value for our clients Presenter About Kempen & Co 1903 Founded ~500 Employees Of transactions Countries €82bn in the last 5 years 20+ of deal activity Lennart den Blanken Listed companies Managing Director Tech & FinTech 200+ u
Slide 3: Cloud communications overview
Cloud communications overview Description Then Contact Centre Contact centre software as a Service allows companies to easily (“CCaaS”) set up contact centres On-premise call centre, mostly inbound traffic CPaaS allows companies to Communications add a.o. voice, video, & Platform messaging to their
Slide 4: Cloud communications overview
Cloud communications overview Description Then Now Contact Centre Contact centre software as a Service allows companies to easily (“CCaaS”) set up contact centres On-premise call centre, Omnichannel cloud mostly inbound traffic contact centre CPaaS allows companies to Communications add a.o. voice,
Slide 5: Cloud communications overview
Cloud communications overview Description Then Now Illustrative use case Selection of providers Contact Centre Contact centre software as a Service allows companies to easily Cloud contact centre incl. (“CCaaS”) set up contact centres digital channels such as chat, On-premise call centre, Omnichanne
Slide 6: Cloud contact centres have advanced to play a key role in customer engagement
Cloud contact centres have advanced to play a key role in customer engagement and customer experience Then Description On-premise call centres, mostly outbound traffic Channels (selection) Voice only Integration & applications (selection) Limited, customised company- specific (legacy) integrations (
Slide 7: Cloud contact centres have advanced to play a key role in customer engagement
Cloud contact centres have advanced to play a key role in customer engagement and customer experience Then Now Description On-premise call centres, mostly outbound traffic Omnichannel cloud contact centres, supporting outbound, inbound and blended traffic Additional complexity Voice SMS Email Channe
Slide 8: CCaaS & UCaaS providers – valuation over time
CCaaS & UCaaS providers – valuation over time Valuation gap remains between leaders and followers EV / revenue (next twelve months)(1) Covid-19 US market leaders, have 25.0x outbreak shown consistent growth at scale 21.0x 20.0x 18.4x 15.0x Valuation gap remains between leaders and 10.0x followers 7.
Slide 9: Large market opportunity in the early innings of a shift to the cloud
Large market opportunity in the early innings of a shift to the cloud: Nordics, Netherlands, and the UK are leading in Europe CCaaS: a large and underpenetrated SaaS market opportunity The Nordic, Dutch, and UK cloud communications markets are maturing fast European B2B cloud telephony adoption % of
Slide 10: Technology and business models are continuously evolving
Technology and business models are continuously evolving Early 2000s 2010s Present On premise 1st wave of CCaaS 2nd wave of CCaaS 3rd wave of CCaaS On-premise software & servers Host traditional CCaaS in the Natively cloud-based Extensive integrations, cloud omnichannel Examples Source: Company disc
Slide 11: The European market is still fragmented, but leaders will emerge
The European market is still fragmented, but given clear scale benefits leaders will emerge (“the European Five9”) 1 Strong (organic) growth 2 Consolidation 3 Partnerships Source: Company disclosure, Kempen analysis. \ 10
Slide 12: Communications-as-a-Service offerings are converging
Communications-as-a-Service offerings are converging Enterprise Communications-as-a-Service are converging(4) Observations • Cloud communications solutions (CCaaS, UCaaS, and CPaaS) are converging, as companies seek to deliver a single cloud communications platform to power their customers’ customer
Slide 13: Thank you Q&A
Thank you Q&A \ 12
Slide 14: Disclaimer
Disclaimer This document has been prepared by Van Lanschot Kempen Wealth Management, also operating under the trade name Kempen & Co, exclusively for the benefit and internal use of the original recipient and solely for information purposes. It does not constitute, and should not be construed as, an