Slide 1: Safe Harbor Statement
SAFE HARBOR STATEMENT Some of the statements we'll be making today constitute forward-looking statements and are made pursuant to the safe harbor provisions of applicable U.S. and Canadian securities laws. We'll indicate forward-looking statements by using words such as expect, will, should, model,
Slide 2: Slide 2
Slide 3: Annual General Meeting
ANNUAL GENERAL MEETING John Chen, Executive Chairman & CEO June 24th, 2019 #BlackBerryTrust = #Security #Privacy #Control © © 2018 2019 BlackBerry. BlackBerry. All All Rights Rights Reserved. Reserved. 3 3
Slide 4: Our Vision, Our Mission, Our Value Proposition
OUR VISION A connected world, in which you are safe and your data is yours OUR MISSION To be the world’s leading provider of the most trusted endpoint connectivity technologies OUR VALUE PROPOSITION BlackBerry provides the trusted foundation for the Internet of Things #BlackBerryTrust = #Security #P
Slide 5: BlackBerry Strategy … & Trust Is the #1 Catalyst
BLACKBERRY STRATEGY BlackBerry operates in a $22B Internet of Things TAM, with a 27% CAGR Crisis Unified Endpoint Embedded Endpoint Communications Management Software Security $3B $3.2B $1.8B $14B MARKET SIZE MARKET SIZE MARKET SIZE MARKET SIZE 34% 9% 19% 30%+ CAGR CAGR CAGR CAGR … & TRUST IS THE #1
Slide 6: BlackBerry Strategy: BlackBerry Spark
BLACKBERRY STRATEGY Bl ackBerry Spark A platform built on the integration and innovation of BlackBerry technologies To d e l i v e r t h e m o s t t r u s t e d e n d p o i n t c o m m u n i c a t i o n s f o r t h e I n t e r n e t o f T h i n g s Endpoint Artificial Asset Continuous Mobile Data Fi
Slide 7: BlackBerry Strategy: Complete Platform for a Trusted IoT
BLACKBERRY STRATEGY The complete platform for a trusted Internet of Things Expanding TAM FY20 Growth FY19 Product portfolio established FY18 Software pivot complete FY15 Strategy formulated Organic investments Inorganic investments #BlackBerryTrust = #Security #Privacy #Control © © 2018 2019 BlackBe
Slide 8: BlackBerry Strategy: Pivotal Moments of the Past Months
BLACKBERRY STRATEGY Pivotal moments of the past 12 months $1B Expanded from EoT to IoT AI / ML capabilities added $1B cybersecurity company Over 150 million cars Over half a billion endpoints Established BGS connected and protected #BlackBerryTrust = #Security #Privacy #Control © © 2018 2019 BlackBe
Slide 9: Our Strategy Is Working: We Delivered on Our FY19 Promises
OUR STRATEGY IS WORKING We delivered on our FY19 promises Deliver non-GAAP software revenue growth between 8% to 10% 10% Deliver non-GAAP operating profit every quarter ✓ Grow software billings by double digits ✓ Deliver positive non-GAAP EPS $0.24 Deliver positive free cash flow $83M #BlackBerryTru
Slide 10: Our Strategy Is Working: Record-Breaking Financial Achievements
OUR STRATEGY IS WORKING Record-breaking financial achievements 900 $857 90% 800 $782 80% $687 700 70% 600 $530 60% 500 Licensing, IP & Other 50% 400 BTS 40% 78% Enterprise 75% 300 30% 62% 200 46% 20% 100 10% - FY16 FY17 FY18 FY19 0% FY16 FY17 FY18 FY19 4-year CAGR 13% 3,200 Basis Points Improvement
Slide 11: Expanded & Engaged the Ecosystem – Customers
OUR STRATEGY IS WORKING Expanded & engaged the ecosystem – customers Over 150 million vehicles 181% FedRAMP user growth 77% of F100 companies 7 / 7 top Tier 1’s 16 / G20 governments 100% of F100 commercial banks 9 / 10 top OEM’s 7 / G7 governments 100% of F100 energy companies 100% of F100 freight c
Slide 12: Expanded & Engaged the Ecosystem – Channels & More
OUR STRATEGY IS WORKING Expanded & engaged the ecosystem – channels & more Channels Developers Engagement 400+ new enterprise channel 9% YoY growth in ISV partners BlackBerry Security Summit partners added 13% YoY growth in BlackBerry expanded to 10 cities 44% YoY growth in accredited enterprise app
Slide 13: Our Security Is Certified by Regulatory Bodies
OUR STRATEGY IS WORKING Our security is certified by regulatory bodies New #BlackBerryTrust = #Security #Privacy #Control © © 2018 2019 BlackBerry. BlackBerry. All All Rights Rights Reserved. Reserved. 14 14
Slide 14: Our Security & Mobility Leadership Is Recognized by the Industry
OUR STRATEGY IS WORKING Our security & mobility leadership is recognized by the industry Gartner named BlackBerry a leader in their Magic IDC positioned BlackBerry as a leader in the IDC Quadrant for UEM Tools. The Magic Quadrant evaluates Marketscape: worldwide EMM software vendor the ability to ex
Slide 15: Our Security & Mobility Strategy Is Industry Acclaimed
OUR STRATEGY IS WORKING Our security & mobility strategy is industry acclaimed “BlackBerry continues to evolve its “Customers frequently cite the security “Whether it’s protecting the data IoT capabilities, burnishing its benefits of BlackBerry's Secure generated by the IoT connected world, credibil
Slide 16: BlackBerry Cylance
BLACKBERRY CYLANCE Adding artificial intelligence capabilities for advanced IoT endpoint security NUMBER OF ENDPOINTS Desktop Mobile Automotive GEMS All IoT Endpoints #BlackBerryTrust = #Security #Privacy #Control © © 2018 2019 BlackBerry. BlackBerry. All All Rights Rights Reserved. Reserved. 17 17
Slide 17: BlackBerry Cylance: Natural Synergies
BLACKBERRY CYLANCE Natural synergies for an advanced integration timeline FY19 FY20 FY20 FY21 FY21 Expand Cylance into BlackBerry install base & introduce BlackBerry into Cylance install base Acquisition Operational AI / ML plus AI / ML plus Accretive completed synergies UEM QNX growth #BlackBerryTr
Slide 18: What Cylance Brings to BlackBerry
BLACKBERRY CYLANCE What Cylance brings to BlackBerry 1,000+ Consumer & Net New Enterprise Channel Install Base Partners 20M+ 4,000+ Fixed Net New Endpoints Customers 300+ Pioneering AI Engineers & Security Data Technology Scientists #BlackBerryTrust = #Security #Privacy #Control © © 2018 2019 BlackB
Slide 19: FY20 Operational Priorities
FY20 OPERATIONAL PRIORITIES We will continue to invest in our product and go-to-market Deliver BlackBerry Integrate BlackBerry Broaden reach in Expand into new Spark Cylance portfolio regulated verticals verticals #BlackBerryTrust = #Security #Privacy #Control © © 2018 2019 BlackBerry. BlackBerry. A
Slide 20: FY20 Financial Priorities
FY20 FINANCIAL PRIORITIES We will continue to deliver profitable growth in total company software & services Deliver Total Company Annual Revenue Growth Of 23% - 27% Continue To Deliver Double Digits Billings Growth In Total Company Software & Services Deliver Positive Non-GAAP EPS #BlackBerryTrust
Slide 21: Slide 21