F-Secure Oyj · OMXHEX:FSECURE
F-Secure Oyj — Investor Day (August 2021)
11 slides from F-Secure Oyj's investor day presentation, Aug 31, 2021
Slide 1: Capital Markets Day
CAPITAL MARKETS DAY 31 August 2021
Slide 2: Accelerating growth in corporate security products
Accelerating growth in corporate security products Juha Kivikoski EVP, Business Security 2
Slide 3: What problems do our customers meet?
WHAT PROBLEMS DO OUR CUSTOMERS MEET? Lack of visibility Complexity Weak security posture Inefficiency 3
Slide 4: Elements – cloud-native and modular cyber security platform
ELEMENTS – CLOUD-NATIVE AND MODULAR CYBER SECURITY PLATFORM 4
Slide 5: Cloud Protection – complement security of 3rd party ecosystems
CLOUD PROTECTION - COMPLEMENT SECURITY OF 3RD PARTY ECOSYSTEMS Comprehensive protection beyond Microsoft 365 Complement native security capabilities security capabilities of Salesforce ADVANCED REAL-TIME COMPROMISED MALWARE CONTENT ANALYTICS & ACCOUNT PROTECTION FOR SECURITY FOR MONITORING & DETECTI
Slide 6: F-Secure Countercept managed detection and response solution
F-SECURE COUNTERCEPT MANAGED DETECTION AND RESPONSE SOLUTION Enterprises lack the resources and ‘battle-fitness’ to combat cyber attacks. It is estimated that 50% will have outsourced MDR capability by 20251 UNIQUE ATTRIBUTES OUR VALUE PROPOSITION BUSINESS GROWTH 30 years of attacker research and 74
Slide 7: Flexible subscriptions to monetize relationships over time
FLEXIBLE SUBSCRIPTIONS TO MONETIZE RELATIONSHIPS OVER TIME We combine commercial models and create business Results in increasing number of corporate customers opportunities for our partners purchasing several F-Secure solutions1 Share-% with more than 2 solutions (End Customers with 50+ seats) 14%
Slide 8: Improved renewal rates after insourcing inside sales
IMPROVED RENEWAL RATES AFTER INSOURCING INSIDE SALES (Corporate Security Products, Business Security Software, Renewal Rate1 2019-Q2/2021) 95% 92% 90% 85% 84% 82% 83% 79% 78% 77% OUTSOURCED RENEWAL SALES INSIDE SALES RENEWAL SALES INSOURCING ORGANIZATION FOCUSING RENEWAL SALES TO HQ Q1/19 Q2/19 Q3/1
Slide 9: EDR drives the increase in average revenue per seat
EDRDRIVES THE INCREASE IN AVERAGE REVENUE PER SEAT (Corporate Security, Business Security Software, average revenue per seat) EDR EPP EDR has ~2.3x price premium over EPP Q1/18 Q2/18 Q3/18 Q4/18 Q1/19 Q2/19 Q3/19 Q4/19 Q1/20 Q2/20 Q3/20 Q4/20 Q1/21 Q2/21 EDR DEVELOPMENT UNTIL INTEGRATION OF DETECTIO
Slide 10: …which drives the growth in cloud-native offering
…WHICH DRIVES THE GROWTH IN CLOUD-NATIVE OFFERING (Corporate Security Products, Annual Recurring Revenue1, EUR Million) On-Premise Cloud-based 80 76 77 75 75 74 -11% Q2/2021 29 30 Y-o-Y 35 32 32 29 +21% 52 Q2/2021 46 47 42 43 43 Y-o-Y Q1/2020 Q2/2020 Q3/2020 Q4/2020 Q1/2021 Q2/2021 10 1Management ac
Slide 11: F-Secure
—_ od F-Secure.