Thales Sa · EURONEXT:HO
Thales Sa — Gemalto — Q3 2011 Earnings Presentation
11 slides from Thales Sa's earnings presentation, Oct 20, 2011
Slide 1: Third Quarter 2011 Revenue Release
Third Quarter 2011 Revenue Release Olivier Piou, CEO Jacques Tierny , CFO October 20, 2011
Slide 2: Forward-looking statements 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 statements conc
Slide 3: Overview
Overview Olivier Piou, CEO Revenue figures Moving Forward 3
Slide 4: Third quarter 2011 highlights
Third quarter 2011 highlights Revenue of main segments* increases by 7% 22% revenue growth in Secure Transactions and promising future opportunities appear in the US Strong NFC and LTE software and services developments in Mobile Communication Confidence in achieving 2011 objectives • The ma
Slide 5: Financial Results
Overview Financial Results Jacques Tierny, CFO Moving Forward 5
Slide 6: Segments financial overview: Mobile Communication, Machine-to-Machine
Segments financial overview Mobile Communication Machine-to-Machine Revenue Revenue (3%) € 234m +36% € 43m More than 20 LTE and NFC commercial projects The segment includes mainly the activity of Cinterion, currently under preparation for commercial acquired in July 2010 and reported on a two-mo
Slide 7: Segments financial overview: Secure Transactions, Security
Segments financial overview Secure Transactions Security Revenue Revenue + 22% € 139m + 7% € 74m Growth driven by countries migrating to EMV Revenue in Government Programs up 12% in the Americas and Asia. driven by deployments in fast growing economies and Europe Gemalto leverages geographical
Slide 8: Moving forward
Overview Financial Results Moving forward Olivier Piou, CEO 8
Slide 9: Outlook
Outlook In 2011, Gemalto confirms its target of another year of expansion in revenue and profit from its ongoing operations, progressing in its 2010-2013 development plan, even without the benefit of the usual contribution from its patent licensing activities that is expected to be substantially low
Slide 10: World Leader in Digital Security
[ 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 10
Slide 11: Q&A Session
Gemalto third quarter 2011 revenue - Q&A Session Questions will be taken by way of conference call, by dialing (FR) +33 1 7077 0938 (UK) +44 203 367 9458 (US) +1 866 907 5924 Listen-only live audio webcast available from www.gemalto.com/investors