STRONG PROFITS AND NEW MARKET OPPORTUNITIES SAMU KONTTINEN Capital Market Day 16 Sept 2015

Transcription

1 CONSUMER SECURITY STRONG PROFITS AND NEW MARKET OPPORTUNITIES SAMU KONTTINEN Capital Market Day 16 Sept

2 AGENDA Consumer Security in brief Market overview and key trends Offering and channels Competition Enabling growth Performance in 2015 Key initiatives Case examples Must-win battles in <ADD TOPICAL PHOTO> ADD A PHOTO HERE DEPICTING SOME HOT TOPIC IN YOUR LINE OF BUSINESS. WILL ALLOW YOU TO START THE PRESENTATION WITH A STORY. 2

3 KEY MARKET DRIVERS F-SECURE SAFE FREEDOME DIGITAL HOME MARKET DRIVERS Short term cash Mid-term growth Long term growth Threat landscape continues driving demand for internet security (eg ransom trojans & phishing) Big USD +6 billion market, our biggest business, very profitable Increasing awareness and demand for privacy solutions A new market, new competitors, fast growth big opportunity Rapidly increasing IoT and digital homes opening new threat vectors A new market opportunity 3

4 MAIN MARKETS INTERNET SECURITY PRIVACY DIGITAL HOME DESCRIPTION Internet security as the main market, USD 6 billion. Symantec (40% market share) in decline, many others continue 3-15% growth. Several new markets emerging and growing fast. E.g. privacy & encryption. Mostly different vendors than at Internet Security. Market sizes USD 300 million - USD 1 billion. DRIVERS Internet security: Continuing of online threats. Increase of ransom trojans, botnets and phishing via ever evolving social engineering. Mobile malware increasing, while still modest vs pc threats. Privacy (& encryption): Rapidly increasing awareness to protect & control people s privacy against profiling, tracking and unsolicitated data collection. People want tools to manage their online privacy Increased usage of open wifi driving need to traffic encryption. Massive use of public clouds driving need for personal data encryption. 4

5 CONSUMER SECURITY EVOLUTION NEW MARKETS & F-SECURE PORTFOLIO F-Secure SAFE F-Secure SAFE v3 F-Secure FREEDOME F-Secure KEY F-Secure Internet Security Protect your family & digital parenting Protect your privacy Protect your identity Digital home protection Protect your self and all your devices Protect your PC New market opportunities for F-Secure

6 F-SECURE SAFE 3 DASHBOARD FOR MANAGING AND SHARING SECURITY 6

7 FREEDOME: VISUALIZING HOW YOU ARE TRACKED AND PROFILED Shipping in October 7

8 OUR COMPETITIVE EDGE F-SECURE SAFE F-SECURE FREEDOME DIGITAL HOME CHANNEL 1. Operators 2. Direct 3. Retail & retail KEY DIFFERENTIATOR 1. Operator business model & capabilities 2. Best protection, test wins 3. Family management 1. Operator business model & capabilities 2. Best ux (eg tracking visualization) 3. Cloud security 4. No ads COMPETITION 8

9 PERFORMANCE IN 2015 SAFE vspc SECURITY FREEDOME DOWNLOANDS SAFE subscriber volume increasing and replacing PC security SAFE ARPU better than PC security Steady outlook and outperforming the market FREEDOME downloads volume increasing & conversion improving. Major partners now starting sales(comcast, BestBuy), additionally to direct sales 9

10 KEY INITIATIVES SAFE GROWTH Continued sales-through drive via operator channel Market leader in nordics in direct business FREEDOME MARKET ENTRY & VOLUMES Leverage operator channel fully New parter acquisition (eg Bestbuy) ecommerce efficiency (volume and conversion) EXPAND TO DIGITAL HOME New offering launch q

11 CONTINUED OPERATOR CHANNEL EXCELLENCE NEW TYPES OF PARTNERSHIPS AND GO TO MARKET Replaced competitor in 2014 NEW! F-Secure branded service NEW! Affiliate business model, F-Secure handles billing and has customer ownership Digital parenting as key theme 11

12 MUST WINS SUBSCRIBER GROWTH FOR FREEDOME Via major operators Other partnerships, eg in retail and device manufactorer pre-load SAFE: PROFITABLE GROWTH Operator channel sales through excellence Direct business strong growth and market leadership in Nordics MARKET ENTRY FOR DIGITAL HOME SECURITY New business opportunity, later options for larger IoT space 12

13 WE FIGHT FOR DIGITAL FREEDOM! Questions? 13