Pexip Holding Asa · OSL:PEXIP
Pexip Holding Asa — Pareto Securities' TechSaaS Conference 2021
22 slides from Pexip Holding Asa's conference presentation, Nov 10, 2021
Slide 1: Pareto Securities' TechSaaS Conference
Meet the world with video communication as it should be Pareto Securities’ TechSaas Conference November 10, 2021
Slide 2: Delivering video conferencing software to large enterprises and government
✓Delivering video conferencing software targeting large enterprises and government sector ✓Unique video technology ✓Deep industry partnerships with Microsoft and Google, as well as the top global AV and IT system integrators 2
Slide 3: Pexip has successfully solved the complex video needs of large organizations
Pexip has successfully solved the complex video needs of large organizations Booked Annual Recurring Revenue 100 (“ARR”) portfolio per year end, USD million 82 CAGR • Investing raised capital for growth in 2020 and 2021 70% • Accelerated ARR growth 47 and normalized investment level in 2022 improvin
Slide 4: Pexip is finding great success in our three core markets
Pexip is finding great success in our three core markets Video infrastructure Critical meetings Video enablement and interoperability to with focus on privacy Microsoft Teams and of vertical workflows and security Google Meet 4
Slide 5: These three core markets represent a massive market opportunity
These three core markets represent a massive market opportunity Pexip has a leadership position in a segment Well-positioned to benefit from mass adoption of estimated to be USD 5 billion by 2024 video communication +4.4X Video-centric UC market: 20+ BUSD in 2024 70% End-user video adoption in the w
Slide 6: Pexip finding great success in ultra secure meetings
Pexip finding great success in ultra secure meetings APAC use cases: 1 Deliver Ultra secure / EU use cases: highly private platforms to Americas use case: the military and 1 Deliver Ultra secure / highly governments 1 Deliver Ultra secure / highly private platforms to the private platforms to the mi
Slide 7: Differentiated customer offering underpinned by unique technology
Pexip’s differentiated customer offering is underpinned by unique technology Smart transcoding Cloud agnostic deployment flexibility Private Cloud On-premise SaaS Self-Hosted • Proprietary real time media engine developed over 9 years • Proprietary technology allows Pexip’s experience to be delivere
Slide 8: Ability to execute is continuing to gain industry recognition (2018)
Pexip is continuing to gain industry recognition 2018 Challengers Leaders • Moved up from a Visionary position in 2019 & 2020, to become a Challenger to the three largest vendors in 2021 Cisco Zoom Microsoft • Gartner highlights three of Pexip’s Google LogMeln core strengths – Interoperability Leade
Slide 9: Ability to execute is continuing to gain industry recognition (2019)
Pexip is continuing to gain industry recognition 2019 Challengers Leaders • Moved up from a Visionary position in 2019 & 2020, to become a Challenger to the three largest vendors in 2021 Microsoft Cisco • Gartner highlights three of Pexip’s Zoom core strengths – Interoperability Google LogMeln Leade
Slide 10: Ability to execute is continuing to gain industry recognition (2020)
Pexip is continuing to gain industry recognition 2020 Challengers Leaders • Moved up from a Visionary position in 2019 & 2020, to become a Challenger to Microsoft the three largest vendors in 2021 Cisco Zoom • Gartner highlights three of Pexip’s Google core strengths – Interoperability LogMeln Leade
Slide 11: Ability to execute is continuing to gain industry recognition (2021)
Pexip is continuing to gain industry recognition 2021 Challengers Leaders • Moved up from a Visionary position in 2019 & 2020, to become a Challenger to Microsoft the three largest vendors in 2021 Zoom Cisco • Gartner highlights three of Pexip’s core strengths – Interoperability Leadership, Robust D
Slide 12: Pexip continues to win the trust of new large enterprises and public organizations
Pexip continues to win the trust of new large enterprises and public organizations Selected by a range of large organizations Large organizations driving growth Selected customer wins in 2021 Share of ARR by account size in ARR, USD +37% 100M YoY growth: 22% 20% 73M 25% 22% 32% 24% 56% 47% 51% Q3 20
Slide 13: Strong new sales in addition to a net retention of 100%
Strong new sales in addition to a net retention of 100% Development in ARR portfolio last twelve months USD million +11% -11% +37% +37% 8,1 7,8 99,8 • Continue to grow new sales 26,8 Net retention of 100% • ARR net retention is at a normal 72,8 level at 100%, compared to 114% in 2020 benefiting from
Slide 14: Starting to see impact of ramp-up of hires on new sales
Starting to see impact of ramp-up of hires on new sales Average new sales YTD 2021 Average new sales Q3 2021 Ratio to experienced reps Ratio to experienced reps • Hires from 2020 are 2013-2019 1.0X 1.0X starting to be fully ramped with regards to Q1 2020 1.1X 1.4X new sales, in particular Q1 and Q2
Slide 15: Skedify
]pexip[ acquires Sskedify.me
Slide 16: Skedify strengthens Pexip's offering in Video enablement pillar
Skedify strengthens Pexip’s offering in Video enablement pillar Video infrastructure Critical meetings Critical meetings Video enablement and interoperability to with focus with focus on on privacy privacy Microsoft Teams and of vertical workflows and security and security Google Meet 16
Slide 17: Skedify offers next-generation scheduling technology for hybrid customer engagements
Skedify offer the next-generation scheduling technology for hybrid customer engagements “ Skedify is the bridge between the digital customer journey and the face-to-face conversation with our Phone Video personal advisors. “clearly After implementing Skedify we saw huge efficiency gains on both side
Slide 18: The Skedify solution is highly complementary to Pexip
The Skedify solution is highly complementary to Pexip Pre-meeting In-meeting Post-meeting Future Lead Performance, opportunity to Pexip Video + Qualification & Scheduling Operational & take advantage Meetings Enhancement CX insights of Pexip in- meeting AI Native integration Analytics on Built on Pe
Slide 19: Solid growth path to long-term value creation
Solid growth path to long-term value creation 6 1 Massive, high-growth market Solid growth path to reach with unique position towards USD 300m by end-of-2024 lucrative enterprise segment 5 2 Massively scalable business Industry recognized video model with high sustainability communication platform w
Slide 20: Outlook
Positive outlook for video communication • Majority of enterprises shifting to hybrid working • Organizations looking to embed video into their workflows towards customers • Pexip’s technology is uniquely positioned to meet these new customer needs Will continue to execute on growth plan Outlook • S
Slide 21: Upcoming dates
Upcoming dates Q3 2021 quarterly presentation November 11, 2021 Capital Markets Day December 9, 2021 21
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