Slide 1: Investors presentation Q3 2025 Revenue
Investors presentation Q3 2025 Revenue October 22, 2025 VERIMATRIX Confidential - Thi s document hereto is intended only for use by the addressee(s) named herein and may cont ain confidential informati on
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 Copyright © 2025 Verimatrix. All Rights Reserved.
Slide 4: Group Governance: Appointment of Laurent Dechaux as Chief Executive Officer
Group Governance: Appointment of Laurent Dechaux as Chief Executive Officer Laurent DECHAUX has held several senior management positions in major international companies. He was CEO of Enablon, a global leader in risk management, compliance and sustainability solutions, where he oversaw the company'
Slide 5: Innovative security solutions
Innovative security solutions EXTENDED THREAT ANTI PIRACY DEFENSE (XTD) 88% of turnover Q3 2025 12% of turnover Q3 2025 Protect valuable contents Protect Apps and IoT Protecting content for Streaming Media, Extended threat defense software from the devices Pay TV, Telcos and Broadcasting to the ente
Slide 6: Key highlights Q1 > Q3 2025
Key highlights Q1 > Q3 2025 New contract New New contract Q3 Award Q3 Partnerships TELECOM ARGENTINA AgileTV is a technology RTL Luxembourg Expands One of the largest mobile company providing end-to- Deployment of Verimatrix network operator choose end solutions for pay tv Technologies to Protect Ve
Slide 7: Q3 2025 Revenue
Q3 2025 Revenue (in US$ million) Q3 Q3 Var. YTD YTD Var. COMMENTS 2025 2024 2025 2024 • Recurring revenue at $7.7m -8% and Recurring revenue 7.7 8.4 -8% 25.0 25.4 -2% 79% of total revenue of which subscriptions 4.6 4.2 +9% 13.9 12.8 +9% • Subscriptions revenue at $4.6m, +9% of which maintenance 3.2
Slide 8: Annual Recurring Revenue trend from subscriptions
Annual Recurring Revenue trend from subscriptions ARR from Subscriptions (M$) 18.5 18.4 $18.3m 18.3 COMMENTS 18.0 17.6 16.5 16.8 • Subscriptions ARR growth: 4,1%, 14.8 driven by the momentum of the 13.9 Anti-Piracy business 13.4 12.3 (subscription revenues growth of +8%), whereas Extended 11.1 Threa
Slide 9: Annual Recurring Revenue trend from subscriptions
Annual Recurring Revenue trend from subscriptions ARR as of 30/09/2025: $31.3m COMMENTS • ARR decrease YoY: -5% • Subscriptions ARR growth: 4,1% o driven by the momentum of the Anti-Piracy business (subscription Anti-Piracy +8% revenues growth of +8%), Maintenance Subscriptions 14.7 13.0 18.3 o wher
Slide 10: 2025 OUTLOOK
2025 OUTLOOK Copyright © 2023 Verimatrix. All Rights Reserved. 10
Slide 11: 2025 Objectives
2025 Objectives Focus on historic and New strategic Commercial traction in successfull sectors partnerships progress • Helping companies meeting • Partnerships with distributors, • New sales drivers with new partners regulatory standards with our resellers and integrators of and key accounts securit
Slide 12: Investor Information
INVESTOR INFORMATION Investor relations CFO finance@verimatrix.com NEXT EVENTS SEITOSEI.ACTIFIN • FY 2025 revenue and results: 12 March 2026 Jean-Yves BARBARA Jean-yves.barbara@seitosei-actifin.com (after market) Media Contact • Q1 2026 revenue: 27 April 2026 (after market) Matthew Zintel communicat