Slide 1: Enabling NextGen Smart Cards for Payments & Card-based Applications
Enabling NextGen Smart Cards for Payments & Card-based Applications Quarterly Presentation for Q2 2022 August 2022 Oslo Børs: IDEX Nasdaq: IDBA Copyright © 2022 IDEX Biometrics ASA Exhibit 99.4
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
Slide 3: IDEX Biometrics – The Next Generation of Payments
IDEX Biometrics – The Next Generation of Payments Capturing a Market Inflection Point Superior Biometric Performance Disruptive System Costs Multi-billion Market Opportunity $ Copyright © 2022 IDEX Biometrics ASA
Slide 4: The Case for Card-based Fingerprint Authentication
The Case for Card-based Fingerprint Authentication Fraud mitigation: Secure, high-value contactless transactions Fraud Security Card Economics User Experience Challenges Identity protection: Encrypted biometric data; stored only on the card Ease of use: Simple, low-cost enrolment Seamless user exper
Slide 5: The Opportunity
The Opportunity Copyright © 2022 IDEX Biometrics ASA
Slide 6: 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 >3.0 billion payment smart cards per year Serviceable Market: dual interface payment cards >2 billion contactless cards per year, growing at >8% CAGR Biometric pe
Slide 7: Specific customer segments are driving early adoption
Specific customer segments are driving early adoption Affluent Tech Savvy Mass 1 2 3 4 Leverage metal biometric card for frequent and high networth customers Young pros seeking differentiation and preferring new challenger banks Corporate Clients in need of stronger security to conduct high value co
Slide 8: Accelerating Launch Activity
Accelerating Launch Activity Europe Latin & South America Asia-Pacific Middle East & Africa Copyright © 2022 IDEX Biometrics > Six major bank launches in 2022 ~100M biometric cards TAM in 2025 Acceleration driven by challenger banks Preference for contactless (hygiene) Brazil & Mexico launches in pi
Slide 9: Beyond Payment – Digital Authentication
Beyond Payment – Digital Authentication One platform – many applications Sources: IDEX Protecting multiple value streams with one card! Our Biometric technology will proliferate in a suite of use cases Payment (Card present and card not present) Transit / Public transportation Government ID Healthca
Slide 10: Competitive Advantage
The Opportunity Copyright © 2021 IDEX Biometrics Competitive Advantage Copyright © 2022 IDEX Biometrics ASA
Slide 11: Superior Technology Drives Differentiation
Superior Technology Drives Differentiation Performance Leadership Flexible and Comprehensive Solution Disruptive Cost Disruptive Card Architecture Versatile Enrollment Options Copyright © 2022 IDEX Biometrics ASA
Slide 12: IDEX Enables Seamless Customer Experience
IDEX Enables Seamless Customer Experience < 6 touches to enroll 1 Industry-leading anti-spoof 2 End to end transaction is ½ sec 3 Larger sensors improve user experience ✓ 6 Touch enroll IDEX TrustedBio Competition ✘ 13 Touch enroll for equivalent coverage Performance exceeding Visa and MasterCard re
Slide 13: Our Turnkey Solution Is Accelerating Investment
Our Turnkey Solution Is Accelerating Investment Full solution includes proprietary COS and custom inlay Seven confirmed design wins coming to market Six additional new designs in the pipeline Combined contactless card volumes > 1.5 billion cards Top 10 card manufacturer globally; certified by VISA,
Slide 14: Ecosystem Partners are Key to Sales Strategy
Ecosystem Partners are Key to Sales Strategy Sensor/Matcher/OS Inlay/EMV modules Secure Elements Card Manufacturers Processors Personalization Banks and Issuers IDEX works jointly with partners to drive demand across the value chain IDEX and technology partners Drive design-wins with card manufactur
Slide 15: Performance Highlight
Performance Highlight Copyright © 2022 IDEX Biometrics ASA
Slide 16: Design Wins for IDEX/Infineon Solution
Design Wins for IDEX/Infineon Solution 7 new cards coming to market 1H 2022 Highlights Copyright © 2022 IDEX Biometrics ASA Bank Launches 3 commercial launches >10 launches planned for ‘22 Certified Biometric Cards 3 cards in production
Slide 17: Q2 2022 Financial Summary
Q2 2022 Financial Summary Revenue trends remain positive Continued growth in payments Sustained shipments for digital authentication Margins Anticipated lower margins for early payment customers Price increases from supply chain Expenses Cost of materials rose during the quarter Cost reduction measu
Slide 18: Strong Operating Leverage in Long-term Model
Strong Operating Leverage in Long-term Model Target Operating Model at Scale: Scalable fabless semiconductor model Long-term goal of 50%+ gross margins Consistent with fabless model Reflects differentiation and solution cost leadership Long-term goal of 30% operating margins Scalable for sustained c
Slide 19: Summary
Summary Copyright © 2022 IDEX Biometrics ASA
Slide 20: IDEX Biometrics – Differentiated and Disruptive
IDEX Biometrics – Differentiated and Disruptive Capturing a Market Inflection Point Superior Biometric Performance: Enabling a secure and seamless user experience at ground-breaking transaction speeds Disruptive System Costs: Unique sensor architecture enables high integration and lowest possible co
Slide 21: Thank you!
Thank you! Copyright © 2022 IDEX Biometrics ASA