2. Safe Harbor Statement
2
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 March 10th, 2014, and our Quarterly Report on Form 10-Q which was filed on October 25th, 2014, and 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 October 24th, 2014 located on our website at www.LogMeIn.com.
3. Our Mission
Simplify the Way People Connect to Each Other and the World Around Them
4. AGENDA Market Leader. Positioned for Growth.
4
The Company
The Business Model
The Growth
6. Internet
Computers
Mobile
People
Internet of Things
Everything
Powering the Connectivity Waves
6
Gravity™ Platform
1.1B PCs
5.8B Devices
50B Devices
7. Clouds Connected by Gravity™
7
Service
36%* of revenue
$1.5 Billion
Served Market
IT Management
34%* of revenue
$2 Billion
Served Market
29%* of revenue
Collaboration
$4 Billion
Served Market
Connected
Object
$1 Trillion + TAM
*As of Q3’14
1%* of revenue
8. Leverage proprietary platform
A Disruptive Business Model
Focus on SMB IT
Drive business-to-business sales
Target large service organizations
Expand share of wallet
9. Powerful Competitive Advantages
The Gravity™ Platform
Leverage Proprietary Technology Platform
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•Proprietary platform of software, databases, servers, security
•7 data centers worldwide
•Peer-to-peer architecture
•Delivers faster, lower cost data transfer
•Supports client acquisition model
•Scalable and secure “moat”
Gravity™ Platform
13. Target Large Service Organizations with Direct Sales Approach
13
Across Platforms and Devices
•~15% of revenue
Large
Individuals
SMB
14. GOING FORWARD Key Growth Drivers
14
Accelerate IoT opportunity with Xively
Drive growth in join.me
1
2
3
Increase our value to SMB IT
15. 1. Drive Growth in join.me
15
Large, underserved market
Fastest
growing product at >100%
annually
New premium features
Expanded marketing efforts
16. 2. Increase Our Value to SMB IT
Cloud computing $70B
Managed Services $9B
Networking $9B
Computing $10B
Software $25B
Services $26B
2013 U.S. SMB IT Spend $149B1
Expand LMI’s offerings
•join.me for enterprise
•Cubby for enterprise
•Meldium & AppGuru Expand distribution channels
•Inside sales
•Elevate channel program
•Focus on MSPs
SMB IT Plays
1http://www.smbnation.com/content/news/entry/show-me-the-money-the-top-it-spend-opportunities-for-smbs-in-2013
16
17. 3. Accelerate IoT Opportunity with Xively
17
Explosive Growth in Devices Connected to Internet
2020
2010
•Large, transformative market
•Connecting products and customers
•Early stage
–GravityTM gives us right to play
–Distinct advantage to serve customers’ emerging needs
12B
50B
Devices per person
1.8
6.6
Internet of Things
18. The Business Model
The Growth
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•Leverage GravityTM platform
•Focus on connectivity opportunities
•Drive growth in join.me
•Expand SMB IT share of wallet
•Capitalize on IoT opportunity
•Market leader: 20/20/20
•Large, growing markets
Investment Proposition
The Company
WHY INVEST Market Leader. Positioned for Growth.
