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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 July 23rd, 2015 located on our website at www.LogMeInInc.com.
- 5. 5© 2015, LogMeIn, Inc.
Key Business Areas
1%
of Rev FY’14
triple-digit
FY’14 Growth
IoT
Instant online meeting and
access solutions with ease of
use that delights users.
Software suite to connect,
manage, and engage
products and customers.
33%
of Rev FY’14
33%
FY’14 Growth
IT Management
Best in class management
applications for SMBs and
IT professionals.
28%
of Rev FY’14
78%
FY’14 Growth
Collaboration
37%
of Rev FY’14
10%
FY’14 Growth
Service
Durable, fast remote
support and chat software
for PCs and mobile.
- 6. 6© 2015, LogMeIn, Inc.
34%
Cash Flow
Margin
22%
EBITDA
33%
Revenue
Growth
6
FY’14 Performance
- 7. 7© 2015, LogMeIn, Inc.
Driving Consistent Revenue and
EBITDA Growth (M)
2009 2010 2011 2012 2013 2014 2015 GUIDANCE
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
$265-$266.5
$63-$65
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.
Instant Collaboration and Access, Simply Delivered
Industry Drivers
Online meetings are increasingly
spontaneous
66% of companies are actively looking for
a new collaboration solution¹
Long tail of applications and data moving
to the cloud
Solution
join.me ranks #1 in speed and ease of use
and 1M new users try join.me every month
The average join.me enterprise customer
saves 50% while doubling their licenses
LogMeIn Pro allows people to connect to
applications or data from anywhere
¹Ovum Research
- 11. 11© 2015, LogMeIn, Inc.
Strong Growth Driver
$2Bmarket2 Best in
classNet Promoter
Score1
30M+meetings in 2014
Primary
growth
driverfor
the company
1Mnew users per month
¹Satmetrix 2Frost & Sullivan 2013
- 13. 13© 2015, LogMeIn, Inc
Empowering the Modern Workforce
Industry Drivers
70% of employees work from alternate
locations regularly¹
By 2018, 54% of companies will have at
least 30% of their applications in the cloud²
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, ²ESG Research, ³Osterman Research
- 14. 14© 2015, LogMeIn, Inc.
Strong Cash Flow Generator
Central is the
top ratedremote
access tool
for small
businesses1
1/10th
of total subscribers in 2014#1Cash flow
engine
for the
company 12Mconnected PCs
Central connects IT managers with employees
500M times annually
1Qualitrics
- 16. 16© 2015, LogMeIn, Inc.
Best in Class Support Tools
Industry Drivers
Companies utilize tools to support
connected products to improve service
Problems aren’t always solvable through
remote access
Engagement expectations have increased
and leverage multiple platforms
Solution
Rescue is the #1 premium support tool in
the world¹
Rescue Lens is a video-aided support
capability that allows technicians to
remotely support virtually any product
Bold delivers a modern, mobile-first
customer chat experience
¹The top three computer manufacturers use Rescue for customer support, Gartner
- 17. 17© 2015, LogMeIn, Inc.
Good Margin Contributor
$500M
market growing
@ 10%
100M+
sessions in
2014
Best
in
classcustomer list
(Microsoft, HP
Symantec, Dell) #1in mobile device
support
Customers who use
chat are
7.5Xmore likely to
convert
- 19. 19© 2015, LogMeIn, Inc.
The Internet of Things
Industry Drivers
Increasingly, connected products are
being built requiring new expertise
Security concerns are one of the biggest
barriers to broader IoT adoption¹
Companies are struggling to provide
sufficient speed and scalability
Solution
Xively provides a complete enterprise IoT
solution
Blueprint makes it easy for companies to
manage permissions, provisioning, and
authentications
Xively’s messaging service delivers high-
speed communication between millions
of devices
¹BI Inside Report
- 20. 20© 2015, LogMeIn, Inc.
Transformative Opportunity
25Bconnected devices
by 20201
Voted
Best
IoT
Platform3
1Gartner Research, 2IDC, 3M2M Evolution
$600B+
current market2
50K
messages per second
Customer Wins
- 21. 21© 2015, LogMeIn, Inc.
Three Growth Initiatives
Expand join.me’s
addressable
market
Enhance IT
and access
tools
Help companies
grow their
businesses with
IoT
- 22. 22© 2015, LogMeIn, Inc.
Financial Highlights
Best in SaaS
free cash
flow
Strong topline
growth coupled
with robust
EBITDA
Addressing
large and
transformative
markets
$