Verimatrix Sa · EURONEXT:VMX
Verimatrix Sa — Q3 2026 Earnings Presentation
13 slides from Verimatrix Sa's earnings presentation, Oct 26, 2026
Slide 1: Investors presentation Q3 2026 Revenue
Investors presentation Q3 2026 Revenue October 26, 2026 VERIMATRIX Confidential - This document hereto is intended only for use by the addressee(s) named herein and may contain confidential information
Slide 2: Disclaimer
Disclaimer This document was prepared by Verimatrix and is provided for information No statement in this presentation is intended as a profit forecast or estimate for any purposes only. It is public information only. period. Persons receiving this document may not and should not rely on forward look
Slide 3: Your speakers today
Your speakers today Laurent Dechaux Jean-François Labadie CEO CFO 3 Verimatrix Confidential — Copyright © 2026. Verimatrix, All Rights Reserved VERIMATRIX Confidential - This document hereto is intended only for use by the addressee(s) named herein and may contain confidential information
Slide 4: Verimatrix: a leading provider of user-centric security solutions for a safer connected world
Verimatrix: a leading provider of user-centric security solutions for a safer connected world ANTI-PIRACY Protect valuable contents Protecting content for Streaming Media, Pay TV, Telcos and Broadcasting Verimatrix protects valuable revenue streams of media distributors, from TV operators, to OTT
Slide 5: Key highlights Q3 2026: contracts and partnerships
Key highlights Q3 2026: contracts and partnerships LatAm LatAm APAC APAC Chilean telco operator India telco operator India telco operator New On-Prem Multi-DRM Displaced competitor with CounterSpy win New On-Prem Multi-DRM system our Multi-DRM system system EMEA EMEA EMEA Middle East telco operator
Slide 6: Q3 Revenue: +20%
Q3 Revenue: +20% COMMENTS – Anti-Piracy Recurring revenue: $7.2m (+5%) and (in US$ million) 69% of anti-piracy total revenue Q3 2026 Q3 2025 Var. Back to growth driven both by existing customer retention and new Recurring revenue 7.2 6.8 +5% customer acquisition of which subscriptions 3.9 3.7 +5
Slide 7: 9 months Revenue: -3% YTD ARR: +1%
9 months Revenue: -3% YTD ARR: +1% COMMENTS (in US$ million) Q1 Q2 Q3 YTD YTD Var. • Recurring revenue: $21.7m (stable) 2026 2026 2026 2026 2025 and 68% of total revenue Recurring revenue 7.1 7.4 7.2 21.7 21.6 0% Subscriptions revenue at $11.9m, (+7%) thanks to a good dynamic from of which subscri
Slide 8: Annual Recurring Revenue trend from subscriptions: +13%
Annual Recurring Revenue trend from subscriptions: +13% COMMENTS ARR from SaaS & subscription Anti-Piracy (in $m) • Anti-Piracy subscriptions ARR 16.6 growth: +13% yoy and +9% vs 16.1 31/12/2025 15.2 15.5 14.5 14.6 14.7 Good momentum with our 14.1 13.6 Streamkeeper suite 12.7 13.0 First order fr
Slide 9: Total Annual Recurring Revenue Anti-Piracy: +1%
Total Annual Recurring Revenue Anti-Piracy: +1% Total ARR Anti-Piracy (in $m) COMMENTS • Total ARR: +1% yoy and +3% vs 28.0 28.1 28.0 31/12/2025 27.8 27.6 27.5 27.5 27.4 27.4 27.3 Growth for the third 27.1 consecutive quarter, after one 26.6 year of quarterly decrease. Recovery of lost ARR value
Slide 10: 2026 Outlook
2026 OUTLOOK Copyright © 2023 Verimatrix. All Rights Reserved. VERIMATRIX Confidential - This document hereto is intended only for use10 by the addressee(s) named herein and may contain confidential information
Slide 11: 3 strategic priorities
3 strategic priorities Refocus on Innovate Winning core in core through new business adjacencies partnerships Copyright © 2026 Verimatrix. All Rights Reserved. VERIMATRIX Confidential - This document hereto is intended only for use by the addressee(s) named herein and may contain confidential inform
Slide 12: 2026 outlook: confirmed and in line with our 2028 roadmap
2026 outlook: confirmed and in line with our 2028 roadmap Back to Revenue Significant Growth in Growth growth in Ebitda Recurring Revenue Above 3 M$ Copyright © 2026 Verimatrix. All Rights Reserved. VERIMATRIX Confidential - This document hereto is intended only for use by the addressee(s) named her
Slide 13: Investor Information
INVESTOR INFORMATION Investor relations NEXT EVENTS (after market) CFO finance@verimatrix.com • FY 2026 revenue and results: 11 March 2027 SEITOSEI.ACTIFIN Jean-Yves BARBARA • Q1 2027 revenue: 26 April 2027 Jean-yves.barbara@seitosei-actifin.com • First half 2027 Revenue and Results: 23 July 2027 Me