LINK Mobility Group Holding ASA · OSL:LINK
LINK Mobility Group Holding ASA — Pareto conference (2021)
20 slides from LINK Mobility Group Holding ASA's conference presentation, 2021
Slide 1: Global CPaaS Player in High Growth Markets
Global CPaaS Player in High Growth Markets
Slide 2: Because every communication matters
Global CPaaS Player in High Growth Markets Because every communication matters 2
Slide 3: LINK connects businesses to customers and governments to citizens
LINK connects businesses to customers and governments to citizens Creating value through digital LINK messaging products On preferred channels messaging solutions - Communication Platform as a Service (CPaaS) 1
Slide 4: Facts and figures
LINK facts and figures Global CPaaS Player in High Growth Markets 2000 #1 FOUNDING YEAR MESSAGING PLAYER IN EUROPE >10.5bn 30 MESSAGES SENT IN 2020 OFFICES GLOBALLY 19 ~47k Revenue NOKm EBITDA NOKm COUNTRIES IN OUR GROUP HAPPY CLIENTS WORLDWIDE* 32% 43% 4.5bn 616m NOK LTM revenue Q3 21* NOK LTM EBID
Slide 5: LINK capturing market share and market position in high growth CPaaS market
LINK capturing market share and market position in high growth CPaaS market Continuous new use cases Customer Service through WhatsApp Driven by accelerated market demand RCS marketing Enterprise salesforce Unique go-to-market (GTM) strategy. Capturing converging Self-sign-up (SSU) portals penetrati
Slide 6: LINK offers a wide range of API and SaaS solutions directly or through partners
LINK offers a wide range of API and SaaS solutions directly or through partners Example of API offering Example of SaaS offering Supported by common foundation layer and value added Email Mobile Invoice Flow Builder Data Analytics and Insights Account Management SMS Mobile Coupon RCS Editor Elastic
Slide 7: LINK ranked established leader by Juniper Research
LINK ranked established leader by Juniper Research Global CPaaS Player in High Growth Markets Ju R ’ w CPaaS Competitor Leaderboard ● European-based provider of business intelligence LINK ranked an established leader highlighting ● Integrations with Customer Relation Management (CRM) platforms ● Abi
Slide 8: LINK won Inditex Group RFP for providing mobile communications services
LINK won Inditex Group RFP for providing mobile communications services LINK wins RFP with a worldwide fashion retailer Fashion retailer has a global brand portfolio and more than 100,000 employees The fashion retailer will use LINK across its global brand names ● Promotional SMS campaigns to announ
Slide 9: DNB case study – Value creation through enhanced customer experience
DNB case study – Value creation through enhanced customer experience How LINK created value in DNB´s customer care department with 2,500 employees ● Largest cost in customer care is personnel time with phone support least efficient channel ● Phone support is also not a preferred channel for most cus
Slide 10: LINK to scale with SAP's Emarsys omnichannel customer engagement platform
LINK to scale with SAP´s Emarsys omnichannel customer engagement platform S B2 u S u b b ● Emarsys f u g f g w LINK now forms part of the Emarsys f ● All customers that use Emarsys can use LINK SMS globally w L K u ● SMS application for seamless use by any SAP Emarsys customer, co-sales acti
Slide 11: LINK's unique pervasive market presence
LINK's unique pervasive market presence Global CPaaS Player in High Growth Markets Huge growth potential for digital messaging in Europe * LINK has built a unique three way go-to-market (GTM) playbook ● Tailored Enterprise solutions driving use case innovation 2 ● SSU portals acquiring SMB customers
Slide 12: Value creation through integration and onboarding of acquired entities
Value creation through integration and onboarding of acquired entities LINK has closed 4 acquisitions in Europe since IPO last year ● WebSMS, Tismi, MarketingPlatform and AMM Bolt-ons expand customer reach and market share in region or country ● WebSMS - Austria and the DACH region ● AMM – Italy Acq
Slide 13: Message Broadcast's business model is event driven
Message Broadcast’s business model is event driven Unique customer engagement solutions to large enterprise customers in the US ● g B f u 99 qu w B , f Strong customer base across multiple verticals Deeply entrenched enterprise relationships within the US utilities vertical ● Su ,f u , k u g B ’ c
Slide 14: Message Broadcast wins another large utility customer
Message Broadcast wins another large utility customer Signed another mobile communication agreement with US utility ● The utility has more than 4 million customers ● Several large US utilities are already Message Broadcast customers Message Broadcast will supply its unique EONS system ● Enterprise O
Slide 15: M&A pipeline to capitalize on opportunities along LINK's three-pillar strategy
M&A pipeline to capitalize on opportunities along LINK’s three-pillar strategy ● Expanding L K’ f the U.S. Diverse pipeline – Execution along all three-pillars market Add-on Bubble size illustrates number of opportunities ● f g L K’ E k Tuck-in acquisitions to further strengthen local presence and b
Slide 16: Illustrative new footprint for LINK
LINK capturing market share and market position in high growth CPaaS market Illustrative new footprint for LINK LTM Q3 2021 Reported¹ Closed All entities NOKm acquisitions ² Revenue 4,154 336 4,489 Gross Profit 1,103 214 1,317 GP. Margin 27% 64% 29% Adj. EBITDA 500 116 616 EBITDA 12% 35% 14% Margin
Slide 17: Forward-looking statement to 2024
Forward-looking statement to 2024 Global CPaaS Player in High Growth Markets Forward-looking statement to 2024 based on GTM initiatives and M&A pipeline Leveraging digitalization trend ● Pro forma revenue NOK 10,000 million Global CpaaS market expected to triple in 3 years ● Pro forma adjusted EBITD
Slide 18: Follow us
Reiterated Outlook 2020 Follow us
Slide 19: Because every communication matters
Because every Reiterated Outlook 2020 communication matters
Slide 20: LINK Mobility
o® link mobility
LINK Mobility Group Holding — Pareto conference (2021) on 6ix