Uploaded byNOAH Advisors
Avast-NOAH12 London
Avast, a leading consumer security software company, reported significant user growth, with over 170 million devices actively protected as of October 2012. The company has demonstrated robust financial performance and rapid expansion in various countries, while its community-driven model positions it for ongoing success in a competitive market. Avast continues to evolve its product offerings, balancing free services with premium options to maximize user engagement.
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Avast-NOAH12 London
- 1. AVAST So'ware November 6, 2012 Vincent Steckler, CEO www.avast.com
- 2. Company Highlights Most popular consumer security software Strong underlying user growth 180 170 156 159 Monthly actively protected 149 160 devices (in millions) 139 Community-driven business model 140 127 132 119 108 120 97 96 88 100 78 83 72 A truly global business 80 63 60 2008 2009 2009 2010 2010 2011 2011 October 2012 Disrupting a large & growing market Robust growth in revenue and free cash flow Revenue CAGR 2008-11: 76% $100 Best in class products and technology $82.1 $80 ($ in millions) $48.5 $53.4 $60 $37.1 $40 $25.3 $21.1 $15.0 $13.6 Consistently strong financial performance $20 $0 2008 2009 2010 2011 Revenue Free cash flow
- 3. AVAST in Numbers 170,000,000+ devices actively protected by avast! 30,000,000+ new actively protected devices in 2011 11,000,000+ mobile android devices actively protected since December 2011 product launch 43 languages spoken by avast! 32 countries with 1m+ protected devices 2¢ cost to service each protected device 1 strategy of putting our community first
- 4. A Truly Global Business Rapid growth of 32 countries with 1m+ acIvely protected devices Top 10 countries smartphone & tablets Actively 235 countries and territories with user presence Country protected devices (m)1 CAGR 2011-15: 29% 11 M Android users in 10 months Brazil 21.4 1,600 France 14.2 1,400 341 United States 11.6 1,200 Russia 10.0 1,000 Spain 6.7 Shipments (millions) 800 Mexico 6.0 Italy 5.7 600 1,178 67 Poland 5.0 400 India 4.5 200 428 Argentina 4.2 0 Countries with 1,000,000+ actively protected devices 2011 2015 Emerging market Countries with 500,000+ actively protected devices Source: AVAST, October 2012 Smartphones Tablets Source: Gartner, 2012
- 5. Product PorNolio Premium Paid Products -‐ Premium Paid Products -‐ Free Products Value Added SoluIons Consumers Businesses Install Flow Monetization Partnership avast! Free Antivirus Cross-sell avast! Pro Antivirus Remote PC support avast! Free Mobile Security avast! Rescue Disc avast! Internet Security avast! EasyPass avast! Free Antivirus avast! CreditAlert for Mac avast! Backup avast! avast! avast! Windows Home Small Office Enterprise Server Security Administration Administration avast! Linux Home avast! SecureLine Edition
- 6. AVAST Business Model Avast generated: 3rd party: ~300,000 per day Total visits: ~150,000 per day Website Traffic Direct Traffic ~450,000 per day Search Engine Optimization Referrals Product Download sites Download sites Affiliates Paid search www.avast.com Web Store Free Paid Trial Product (~240,000 per day) Renewal Renewal Chrome, UIliIes, etc. Install Flow MoneIzaIon Check-‐out Candy Rack MoneIzaIon Virus Warning, Toasters, Security Report, Upgrades
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