F-Secure Oyj · OMXHEX:FSECURE
F-Secure Oyj — Investor Day (2018)
16 slides from F-Secure Oyj's investor day presentation, 2018
Slide 1: Consumer Cyber Security Business
CONSUMER CYBER SECURITY BUSINESS Kristian Järnefelt, Executive Vice President
Slide 2: Consumers' security needs are getting broader
CONSUMERS’ SECURITY NEEDS ARE GETTING BROADER GROWING NUMBER OF INCIDENTS NUMBER OF CONNECTED DEVICES >1M IoT devices and routers get infected with Mirai 20B IoT Gadgets in Use by 2020 Early adopters are excited about Ransomware has peaked, while cryptomining Security and privacy 80% the IoT and alr
Slide 3: Willingness to pay for multi-device security increasing due to security concerns
WILLINGNESS TO PAY FOR MULTI-DEVICE SECURITY INCREASING DUE TO SECURITY CONCERNS Benefits consumers are willing to pay for 2015 vs. 2018 2018 2015 32,8% Antivirus 31,1% 27,5% Banking protection 25,5% 25,2% Intrusion prevention / firewall 23,1% 23,0% One protection for all devices 20,3% Results based
Slide 4: Consumer security software market continues to grow
CONSUMER SECURITY SOFTWARE MARKET CONTINUES TO GROW USD million 9 000 8 000 CAGR +4% 7 000 6 000 5 000 4 000 3 000 2 000 1 000 0 2016 2017 2018 2019 2020 2021 2022 Source: Gartner, Forecast: Information Security and Risk Management, Worldwide, 2016-2022, 3Q18 4
Slide 5: Efficient distribution through a global ecosystem of partners
EFFICIENT DISTRIBUTION THROUGH A GLOBAL ECOSYSTEM OF PARTNERS OFFERING TO CONSUMERS OFFERING DIRECTLY TO THROUGH SERVICE PROVIDERS CONSUMERS Fixed broadband Mobile F-Secure eCom Retail and operators operators xSP and eTail app stores channels 5
Slide 6: Security delivered according to the needs of the customer
Consumer devices SECURITY DELIVERED Products integrated into Products as turnkey ACCORDING TO THE routers or network solutions NEEDS OF THE CUSTOMER Business support systems ANALYTICS BILLING MESSAGING 6
Slide 7: F-Secure TOTAL – premium cyber security for you and your devices
F-SECURE TOTAL – PREMIUM CYBER SECURITY FOR YOU AND YOUR DEVICES + YOU YOUR DEVICES YOUR HOME Avoid being scammed by fake Endpoint protection keeps your Protect every smart device and websites, protect your identity devices and files safe against appliance connected to your and privacy, and keep you
Slide 8: Operators modernizing their networks and moving inside the home
OPERATORS MODERNIZING THEIR NETWORKS AND MOVING INSIDE THE HOME Faster connection Operators are investing (Fiber/LTE) billions in upgrading home internet connections to enable new smart devices Optimizing Wi-Fi experience 8
Slide 9: Connected home security for operators and consumers
CONNECTED HOME SECURITY FOR OPERATORS, AND CONSUMERS ROUTER MANUFACTURERS & PARTNERS SECURITY INTEGRATED IN OPERATOR ROUTER SECURITY INTEGRATED IN 3rd PARTY ROUTERS SENSE SOFTWARE SUBSCRIPTION COMES WITH F-SECURE TOTAL 9
Slide 10: We are reinventing and simplifying the security experience
WE ARE REINVENTING AND SIMPLIFYING THE SECURITY EXPERIENCE 10
Slide 11: Our strategy in direct business is growing ARPU and product usage
OUR STRATEGY IN DIRECT BUSINESS IS GROWING ARPU AND PRODUCT USAGE 1. AARPU* uplift with F-Secure TOTAL 2. Quarterly AARPU development 3. Shift to mobile era continues, PC stable SECURED NON-PC DEVICES (%) 48% 43% 30% JAN 17 OCT 17 SEP 18 *AARPU = Annualized Average Revenue Per User 11
Slide 12: Service provider business continues to win new accounts
SERVICE PROVIDER BUSINESS CONTINUES TO WIN NEW ACCOUNTS 12
Slide 13: Healthy underlying operator business
HEALTHY UNDERLYING OPERATOR BUSINESS Active endpoint protection apps behind operators up 33% 13
Slide 14: Portfolio and services uniquely integrate with partner processes
PORTFOLIO AND SERVICES UNIQUELY INTEGRATE WITH PARTNER PROCESSES DRIVING SERVICE PROVIDER SUCCESS • Best practices from around 200 operators and Direct Business • Focus in Operators’ business outcomes and full customer lifecycle • Analytics and data driven customer journey optimization • Customer li
Slide 15: Churn prediction with artificial intelligence
CHURN PREDICTION WITH ARTIFICIAL INTELLIGENCE AI Identifying churn candidates and Pseudonymized customer data managing their lifecycle proactively 15
Slide 16: Focus areas
FOCUS AREAS • Deliver profitable growth • Re-invent and simplify security user experience • New market opportunities from connected home security 16