Thales Sa · EURONEXT:HO
Thales Sa — Gemalto — Q1 2009 Earnings Presentation
11 slides from Thales Sa's earnings presentation, Apr 30, 2009
Slide 1: First Quarter 2009 Revenue
First Quarter 2009 Revenue Olivier Piou, CEO Jacques Tierny, CFO April 30, 2009 www.gemalto.com
Slide 2: Disclaimer
Disclaimer Forward-Looking Statements This communication contains certain statements that are neither reported financial results nor other historical information and other statements concerning Gemalto. These statements include financial projections and estimates and their underlying assumptions, st
Slide 3: Overview
Overview Olivier Piou, CEO Financial Results Moving Forward 3
Slide 4: First quarter 2009 revenue highlights
First quarter 2009 revenue highlights Revenue at € 367 million Secure Transactions € 100m 52% Strong 32% growth in Government Programs 26% Stable Secure Transactions revenue € 367m Security Lower Mobile Communication revenue on a 16% € 60m high comparison basis Mobile Communication Revenue
Slide 5: An active quarter with numerous commercial wins
An active quarter with numerous commercial wins ; Commercial wins across ; Strong developments in ; Strategic collaborations segments and geographies software & services contracts and new innovations State-of-the-art secure Remote management of Mobile TV usage national e-ID cards 3G/HSPA modems moni
Slide 6: Financial Results
Overview Financial Results Jacques Tierny, CFO Moving Forward 6
Slide 7: Continued development of our diversified business portfolio
Continued development of our diversified business portfolio Mobile Communication Secure Transactions Security Revenue Revenue Revenue (19%) € 192m + 1% € 100m + 26% € 60m ASP down 17% y-o-y due to Contactless EMV roll outs IAM stable with growing e-banking large shipments in entry-range Some
Slide 8: Moving Forward
Overview Financial Results Moving Forward Olivier Piou, CEO 8
Slide 9: Good progress on our 2009 priorities
Good progress on our 2009 priorities Momentum built in software and services New contracts signed, increasing visibility Mobile Communication pricing environment remained reasonable Secure Transactions resilient despite inventory optimization Good progress toward break-even in Security S
Slide 10: Outlook
Outlook Our business has strong fundamentals and prospects. The current economic environment does not put into question the mid and long-term objectives of Gemalto, even if it limits short-term visibility. We will continue our mission to provide trust and convenience to the wireless and digital worl
Slide 11: World Leader in Digital Security
World Leader in Digital Security Markets in Strong Development Unique Technology Portfolio Blue Chip Customers Large Free Float and Robust Financials A Business Model with Strong Leverage on Growth 11