Finjan — Investor Presentation (June 2019)
12 slides from Finjan's investor presentation, Jun 3, 2019
Slide 1: Investor Presentation June 2019
NASDAQ: FNJN Investor Presentation June 2019 NASDAQ: FNJN 1 © 2019 Finjan Holdings, Inc. ALL RIGHTS RESERVED
Slide 2: Safe Harbor Statement
2 NASDAQ: FNJN Safe Harbor Statement The following presentation is prepared as of June, 2019 and development of a liquid trading market for our securities and other outlines matters for informational purposes only. This document factors described under Item 1A, “Risk Factors,” as set forth in does n
Slide 3: Strong Cash Position; Sustained Revenue Growth
NASDAQ: FNJN Strong Cash Position; Sustained Revenue Growth ROE 38% 90000 $82,300 80000 ROE 49% 70000 60000 $50,484 * EPS $0.75 $43,314 50000 $41,169 40000 EPS ROE (12%) ROE 7% $0.90 30000 $17,505 ROE (18%) $18,115 20000 $13,678 EPS $4,998 $6,101 $4,687 10000 $0.02 0 2014 2015 2016 2017 2018 Cash Re
Slide 4: Finjan Investment Highlights
Finjan Investment Highlights Fundamental and Comprehensive Cybersecurity Patent Portfolio • More than 50 organically-developed Finjan patents issued and pending worldwide 1 • Enhanced by acquisition of 90+ complementary patents from IBM, Trend Micro, others • Outstanding track record of patent valid
Slide 5: Company Snapshot
Company Snapshot PATENT PORTFOLIO STATISTICS SELECT LICENSEES Patents issued & 72 pending worldwide Patents issued & 14 pending worldwide Patents 107IBM Deal I, IBM Deal II, Trend Micro, and more LICENSING REVENUE N E T C A S H ($ in thousands) $ 82,355 ($ in thousands) $ 43,314 $ 50,484 $ 22,204 $
Slide 6: Significant IP Licensing of Fundamental Patents
NASDAQ: FNJN Significant IP Licensing of Fundamental Patents Finjan has generated over $350M in licensing fees 2017 2015 VERDICT 2005 CONFIDENTIAL 2018 2014 2016 2012 2008 CONFIDENTIAL VERDICT 2009 VERDICT 2019 2005 NASDAQ: FNJN 2019 6 © 2019 Finjan Holdings, Inc. ALL RIGHTS RESERVED
Slide 7: Select Litigation Catalysts
NASDAQ: FNJN Select Litigation Catalysts NDCA/Judge Hamilton Case stayed NDCA/Judge Freeman Trial: 6/1/20 SDCA/Judge Bencivengo Trial: 10/29/19 NDCA/Judge Freeman Trial: 5/3/21 NDCA/Judge Gilliam Trial: 4/6/20 NDCA/Judge Alsup Trial: 10/21/19 NDCA/Judge Orrick Markman: 8/19/19; Trial: 1/25/21 DDEL/J
Slide 8: Marquee List of Licensees
NASDAQ: FNJN Marquee List of Licensees 20+ Licensees, >$350M in Contracted Licensing Fees LICENSED I N P R O C E S S UNTAPPED POTENTIAL $164M $187M Est. 200 - 400M Microsoft Websense $200M Litigation Licensing Secure Comp. Proofpoint ESET Undisclosed M86 Security Avast/AVG Palo Alto licensing pipeli
Slide 9: InvinciBull: New Initiatives to Drive Subscribers
9 NASDAQ: FNJN New Initiatives to Drive Subscribers • Location promotion to convert free users to paid • Event-driven promos to drive buzz and traffic • In-App messaging to engage user-base and loyalty Successful Press Momentum and Brand Building • Positive Review on BestVPN • Joined “Signals for Tr
Slide 10: JVP Investment
NASDAQ: FNJN JVP Investment • Finjan becomes LP cybersecurity fund managed by Jerusalem Venture Partners ("JVP") – $3.2M has been “called” since 2013 investment – $1.8M commitment remains, may be drawn at any time – ~$1M in proceeds retuned from early exits • Focus on inventive, next generation, ear
Slide 11: Investor Summary
NASDAQ: FNJN Investor Summary Key Statistics (as of December 31, 2018) Ticker FNJN (NASDAQ) 52-Week Trading Range $2.11 - $5.54 2018 EPS $0.75 Common Shares Outstanding 27.5M Cash $43M Debt/Preferred Shares $0 Share Repurchase Program $2M repurchased 11 © 2019 Finjan Holdings, Inc. ALL RIGHTS RESERV
Slide 12: Contact Us
NASDAQ: FNJN Contact Us www.finjan.com @FinjanHoldings Vanessa Winter Director of Investor Relations Linkedin.com/company/finjan Finjan Holdings, Inc. 650-282-3245 Facebook.com/FinjanHoldings [email protected] 2000 University Ave., Suite 600 E. Palo Alto, CA 94303 12 ©© 2019 2019 Finjan Holdings, I