Verimatrix SA · EURONEXT:VMX
Verimatrix SA — ODDO BHF Forum 2022
23 slides from Verimatrix SA's conference presentation, Jan 6, 2022
Slide 1: ODDO BHF Forum 2022
ODDO BHF FORUM 2022 January 6 & 7, 2022 $PHGHR'¶$QJHOR&KDLUPDQ &(2 Jean-François Labadie, CFO Copyright © 2021 Verimatrix. All Rights Reserved. 1
Slide 2: Disclaimer
Disclaimer This document was prepared by Verimatrix and is provided for information purposes only. It is public information only. 7KLVSUHVHQWDWLRQLQFOXGHVVWDWHPHQWVWKDWDUHRUPD\EHGHHPHGWREH³IRUZDUGORRNLQJVWDWHPHQWV´DQGPD\LQFOXGHSURMHFWLons and estimates and their underlying assumptions, statements re
Slide 3: Our Business
Our Business Copyright © 2021 Verimatrix. All Rights Reserved. 3
Slide 4: Verimatrix Safeguards An Unprotected World
Verimatrix Safeguards An Unprotected World Video Streaming Entertainment Media Smart City Keyless Entry & Healthcare Payments Security Connected Ignition & Financial Cameras Appliances Autonomous Entertainment Driving System Copyright© © 4 Copyright 2022 2021 Verimatrix. Verimatrix, AllRights Inc. A
Slide 5: 1B people from 120 countries use our technology each day
1B people from 120 countries use our technology each day without even knowing it. We protect 10M hours of video content every minute, WKDW¶V%KRXUVDGD\DQG7KRXUVRIYLGHRHYHU\\HDU Verimatrix safeguards over 100B mobile banking transactions daily. 55 Copyright Copyright © 2021 © 2022 Verimatrix, Verimatr
Slide 6: About Verimatrix
ABOUT VERIMATRIX Verimatrix protects digital content, applications, 325+ employees across 12 global offices and devices with intuitive, 1100+ people-centered and customers in 120 countries frictionless security. 20+ years of security innovation 500M+ clients protected across devices 6 Copyright © 20
Slide 7: Digital Experiences Have No Boundaries
Digital Experiences Have No Boundaries All of those digital experiences are at risk ± security matters more than ever $12.5B 75% 94% EXPERTS PREDICT ELEVATED LOST REVENUE FROM OF APPS VIDEO PIRACY BY 2024* SECURITY THREATS ON ARE UNPROTECTED 5G NETWORKS* Copyright © 2022 2021 Verimatrix Verimatrix.
Slide 8: Market Focus
Market Focus MEDIA & VIDEO SERVICE GAMING ENTERTAINMENT PROVIDER & ESPORTS HEALTHCARE MOBILE APP INTERNET SECURITY AUTOMOTIVE FINANCIAL OF THINGS Copyright © 2021 Verimatrix. All Rights Reserved. 8 Copyright © 2022 Verimatrix - All Rights Reserved
Slide 9: Verimatrix: Driving Industry Standards
Verimatrix: Driving Industry Standards 25 years of business innovation We disrupted the video content protection market with friendly security solutions We trail-blazed the adoption of studio-compliant software security over smartcard based security Disrupted markets that believed hardware based sec
Slide 10: Our Products
Our Products Copyright © 2021 Verimatrix. All Rights Reserved. 10
Slide 11: New Services & Products Consolidation
New Services & Products Consolidation Traditional Streamkeeper Threat Defense DVB, IPTV, and on- Comprehensive anti- Protecting the prem multi-DRM piracy service, from enterprise, protecting enhanced DRM to App unmanaged devices shutdown Self-registration &XVWRPHU¶VGDVKERDUG Automated trials VERIMAT
Slide 12: Streamkeeper: Complete Content Security
Streamkeeper: Complete Content Security Multi-DRM CounterspySM Anti-Piracy Introducing App SM with Streamkeeper Telemetry Edge Shutdown Authenticator Watermarking Artist rendering for demonstration purposes only 12 Copyright © 2022 Verimatrix, Inc. All Rights Reserved. Confidential. Copyright © 2020
Slide 13: What's Inside Verimatrix Streamkeeper
:KDW¶V,QVLGH Verimatrix Streamkeeper DRM enhanced with one-time authentication tokens Watermarking with hardened client application Dashboard that predicts risks, Counterspy zero-code anti- tracks trends & infringers piracy security agent Edge Authenticator protects App telemetry-based a
Slide 14: Omdia/Informa Rates Verimatrix App Shielding #1
Omdia/Informa Rates Verimatrix App Shielding #1 Named high- scoring leader in application shielding for the media & entertainment, Dec 2021 14 Copyright © 2021 Verimatrix, Inc. All Rights Reserved. Confidential. Copyright © 2020 Verimatrix, Inc. All Rights Reserved. Confidential. 14
Slide 15: Our customer & partners
Our customer & partners Leading brands turn to Verimatrix to secure everything from premium movies and live streaming sports, to sensitive financial and healthcare data, to mission-critical mobile applications. 15 Copyright Copyright©© 2022 2021 Verimatrix. Verimatrix, AllRights Inc. All Rights Rese
Slide 16: Global Branding & Advertising
Global Branding & Advertising Copyright©© 16 Copyright 2022 2021 Verimatrix. Verimatrix, AllRights Inc. All Rights Reserved. Reserved. Confidential.
Slide 17: The Verimatrix Security Difference
The Verimatrix Security Difference Modern Simple Friendly designed for the focus on extreme fast and invisible, threats and simplicity ± much supports a needs of today easier to deploy compelling UX 17 Copyright © 2021 Verimatrix, Inc. All Rights Reserved. Confidential.
Slide 18: Q3 2021 Revenue and Update
Q3 2021 Revenue and Update Copyright © 2021 Verimatrix. All Rights Reserved. 18
Slide 19: Q3 2021 Revenue
Q3 2021 Revenue $67.9 million consolidated revenue, -4% year on year or -27% excluding NFC license sales Subscription revenue up 8% year-on-year, now representing 8% of total revenue excluding NFC fdfdfdfdfdfdfd Total Recurring Revenue now representing 36% of total revenue excluding NFC vs 34% for t
Slide 20: Business Outlook and Objectives for 2021
Business Outlook and Objectives for 2021 Continue our transformation to favor recurring revenue streams Support sustainable growth of the SaaS/Subscription business models Stabilise our Maintenance and Services revenue Expand the span of our Solutions with strong Cloud capabilities Prepare the launc
Slide 21: Appendix
Appendix
Slide 22: Supplementary non-IFRS financial information
Supplementary non-IFRS financial information Certain financial measures and performance indicators are presented on an adjusted basis. These indicators are not defined under IFRS; they should be considered to be supplementary information, not substitutable for any other indicators of operating and f
Slide 23: Investor information
Investor information Investor relations Jean-François Labadie CFO finance@verimatrix.com Media Contact Matthew Zintel communication@verimatrix.com Financial Calendar Full Year 2021: March 9, 2022 Investor Day: March 10, 2022 Visit: https://investors.verimatrix.com/