21
Investor Presentation Q1 2015

Logm investor presentation q1 2015

Embed Size (px)

Citation preview

Investor Presentation Q 1 2 0 1 5

2 © 2015, LogMeIn, Inc.

Safe Harbor Statement

This presentation contains forward-looking statements, as defined by federal and state securities laws. Forward-looking statements include statements concerning plans, objectives, goals, strategies, expectations, intentions, projections, developments, future events, performance or products, underlying assumptions, and other statements which are other than statements of historical facts. In some cases, you can identify forward-looking statements by terminology such as “may,” “will,” “should,” “hope,” “expects,” “intends,” “plans,” “anticipates,” “contemplates,” “believes,” “estimates,” “predicts,” “projects,” “potential,” “continue,” and other similar terminology or the negative of these terms. From time to time, we may publish or otherwise make available forward-looking statements of this nature. All such forward-looking statements, whether written or oral, and whether made by us or on our behalf, are expressly qualified by the cautionary statements described on this message including those set forth below. In addition, we undertake no obligation to update or revise any forward-looking statements to reflect events, circumstances, or new information after the date of the information or to reflect the occurrence or likelihood of unanticipated events, and we disclaim any such obligation. Forward-looking statements are only predictions that relate to future events or our future performance and are subject to known and unknown risks, uncertainties, assumptions, and other factors, many of which are beyond our control, that may cause actual results, outcomes, levels of activity, performance, developments, or achievements to be materially different from any future results, outcomes, levels of activity, performance, developments, or achievements expressed, anticipated, or implied by these forward-looking statements. As a result, we cannot guarantee future results, outcomes, levels of activity, performance, developments, or achievements, and there can be no assurance that our expectations, intentions, anticipations, beliefs, or projections will result or be achieved or accomplished. These forward-looking statements are made as of the date hereof and are based on current expectations, estimates, forecasts and projections as well as the beliefs and assumptions of management. LogMeIn’s actual results could differ materially from those stated or implied in forward-looking statements. Past performance is not necessarily indicative of future results. We do not intend to update these forward looking statements even though our situation may change in the future. Further, we encourage you to review the risks that we face and other information about us in our filings with the SEC, including our Annual Report on Form 10-K which was filed on February 20th, 2015, and our Quarterly Reports on Form 10-Q, all of which are available at www.SEC.gov. We have also included GAAP and non-GAAP and adjusted EBITDA financial measures in this presentation. A reconciliation of GAAP and non-GAAP financial measures are available in our press release dated February 12th, 2015 located on our website at www.LogMeIn.com.

3 © 2015, LogMeIn, Inc.

30% Average

Cash Flow

23% Average EBITDA

23% Revenue

CAGR

3

Performance Since IPO

We believe – possibilities

increase with connectivity

Our mission –simplify how

people connect to each other and the world around them

6 © 2015, LogMeIn, Inc.

Three Key Business Areas

Best in class access and management software for SMBs and IT professionals.

An instant online meeting app that makes collaborating

easier than ever.

Software suite to connect, manage, and engage products

and customers.

100M+ Engagements

in 2014

30M+ Meetings

in 2014

800K Subscribers

in 2014

7 © 2015, LogMeIn, Inc.

Driving Consistent Revenue and EBITDA Growth (M)

2009 2010 2011 2012 2013 2014 EST 2015

Revenue EBITDA

$74.4

$101.1

$119.5

$138.8

$166.3

$222.0

$26.9 $30.6 $32.0 $34.5 $49.5

$15.4

$260-$264

$54-$58

CAGR 23%

8 © 2015, LogMeIn, Inc.

Attracting World Class Customers Our products are simple enough for small business and strong enough for the enterprise.

10 © 2015, LogMeIn, Inc

Empowering the Modern Workforce Industry Drivers

70% of employees work from alternate locations regularly¹

35% of IT pros expect an increase in time spent on maintenance this year²

49% of ex-employees have accessed a former employers account after leaving a company³

Solution

Pro offers instant access to apps, desktops, and data from anywhere

Central offers business critical IT management and automation

Meldium and AppGuru provide intuitive and secure password and application management

¹Intelligent Office, ²Tech Target , ³Osterman Research

11 © 2015, LogMeIn, Inc.

Strong Cash Flow Generator

Central is the

top rated remote access tool for small businesses1

800,000 Subscribers in 2014 #1

Cash flow engine for the company 12M

connected PCs

Central connects IT managers with employees

500M times annually

1Qualitrics

13 © 2015, LogMeIn, Inc.

Instant Collaboration, Simply Delivered Industry Drivers

Online meetings are increasingly spontaneous

Legacy collaboration software comes with legacy problems

66% of companies are actively looking for a new collaboration solution¹

Solution

One million new users try join.me every month

join.me ranks #1 in speed and ease of use

The average join.me enterprise customer saves 50% while doubling their number of licenses

¹Ovum Research

14 © 2015, LogMeIn, Inc.

Strong Growth Driver

$2B market growing @ 20%

Best in class Net Promoter Score1 30M+

meetings in 2014

Primary growth driver for the company

83M meetings all time

¹Satmetrix

16 © 2015, LogMeIn, Inc.

The Internet of Things is Now Open for Business Industry Drivers

Companies are scrambling to build connected products

Engagement expectations have changed with increased connectivity

Companies need tools to support connected products and consumers

Solution

Xively provides a complete enterprise IoT solution

Bold delivers a modern, mobile-first customer experience

Rescue is the #1 premium support tool in the world¹

¹The top three computer manufacturers use Rescue for customer support, Gartner

17 © 2015, LogMeIn, Inc.

Transformative Opportunity LogMeIn has connected to

300M+ Devices

25B connected devices by 20201

#1 in mobile device support2

Voted Best IoT Platform3

Best in class customer list (Microsoft, HP Symantec, Dell)

1,2Gartner Research, 3M2M Evolution

When Everything is Connected, Anything is Possible

19 © 2015, LogMeIn, Inc.

Three Growth Initiatives

Expand join.me’s addressable

market

Enhance IT and access

tools

Help companies grow their

businesses with IoT

20 © 2015, LogMeIn, Inc.

Financial Highlights

Best in SaaS free cash

flow

Strong topline growth coupled

with robust EBITDA

Addressing large and

transformative markets

$

Thank you.