Thales Sa · EURONEXT:HO

Thales Sa — Gemalto — Q1 2014 Earnings Presentation

11 slides from Thales Sa's earnings presentation, Apr 24, 2014

  1. Slide 1: First quarter 2014 revenue

    Listen-only live audio webcast available from www.gemalto.com/investors First quarter 2014 revenue April 24, 2014 Olivier Piou, CEO Jacques Tierny, CFO

  2. Slide 2: Disclaimer

    Disclaimer This communication does not constitute an offer to purchase or exchange or the solicitation of an offer to sell or exchange any securities of Gemalto. This communication contains certain statements that are neither reported financial results nor other historical information and other stat

  3. Slide 3: Basis of preparation

    Basis of preparation Ongoing operations For a better understanding of the current and future year-on-year evolution of the business, the Company provides revenue from “ongoing operations” for both the 2014 and 2013 reporting periods. The adjusted income statement for ongoing operations excludes, as

  4. Slide 4: First quarter 2014 highlights

    First quarter 2014 highlights  Revenue up +7.3% to €532 million  Conditions in place for a seasonal acceleration over the course of the year  2014 outlook confirmed All revenue variations in this document are at constant exchange rates 4 Gemalto first quarter 2014 revenue 24 April 2014

  5. Slide 5: Financial results

    Jacques TIERNY - CFO Financial results 5 Gemalto first quarter 2014 revenue 24 April 2014

  6. Slide 6: Mobile – key financial information

    Mobile – key financial information  Revenue from Platforms & Services grew by +6%, to €53 million, on top of Revenue € 271m 2013 first quarter’s +33% year-on-year growth.  Embedded software & Products revenue was €218 million, representing a +0% (2013 Q1: € 283m) (1%) variation compared to the fir

  7. Slide 7: Payment & Identity – key financial information

    Payment & Identity – key financial information  Payment & Identity segment revenue came in at €253 million, Revenue € 253m increasing by +12% compared to the previous year.  Embedded software & Products and Platforms & Services revenues grew by +12% (2013 Q1: € 235m) +12% and +11% respectively. 

  8. Slide 8: Moving forward

    Olivier PIOU - CEO Moving forward 8 Gemalto first quarter 2014 revenue 24 April 2014

  9. Slide 9: Trends in 2014 across sectors

    Trends in 2014 across sectors Mobile Payment & Identity  Increasing penetration of LTE drives  Deployment of EMV in China expands demand for connectivity management beyond tier 1 issuers - the US gradually platforms and upgrades of SIM cards begins larger EMV card rollouts  NFC/Trust ecosystem ma

  10. Slide 10: Outlook for 2014

    Outlook for 2014 For the full year 2014, Gemalto anticipates double-digit expansion in both profit from operations and revenue at constant exchange rates. 10 Gemalto first quarter 2014 revenue 24 April 2014

  11. Slide 11: Gemalto

    Gemalto Enabling trust in the digital world World Leader in Digital Security Markets in Strong Development Unique Technology Portfolio Blue Chip Customers Large Free Float and Robust Financials A Business Model with Strong Leverage on Growth 11 Gemalto first quarter 2014 revenue 24 April 2014

Gemalto — Q1 2014 Earnings Presentation on 6ix