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Logm investor presentation q2 2015
- 2. 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. 3© 2015, LogMeIn, Inc.
30%
Average
Cash Flow
23%
Average
EBITDA
23%
Revenue
CAGR
3
Performance Since IPO
- 6. 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. 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
$262-$265
$58-$61
CAGR 23%
- 8. 8© 2015, LogMeIn, Inc.
Attracting World Class Customers
Our products are simple enough for small business and strong enough for the enterprise.
- 10. 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. 11© 2015, LogMeIn, Inc.
Strong Cash Flow Generator
Central is the
top ratedremote
access tool
for small
businesses1
800,000Subscribers in 2014#1Cash flow
engine
for the
company 12Mconnected PCs
Central connects IT managers with employees
500M times annually
1Qualitrics
- 13. 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. 14© 2015, LogMeIn, Inc.
Strong Growth Driver
$2Bmarket growing @ 20%
Best in
classNet Promoter
Score1
30M+meetings in 2014
Primary
growth
driverfor
the company
83Mmeetings all time
¹Satmetrix
- 16. 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. 17© 2015, LogMeIn, Inc.
Transformative Opportunity
LogMeIn has connected to
300M+
Devices
25Bconnected devices
by 20201
#1in mobile device
support2
Voted Best
IoT Platform3
Best
in
classcustomer list
(Microsoft, HP
Symantec, Dell)
1,2Gartner Research, 3M2M Evolution
- 19. 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. 20© 2015, LogMeIn, Inc.
Financial Highlights
Best in SaaS
free cash
flow
Strong topline
growth coupled
with robust
EBITDA
Addressing
large and
transformative
markets
$
