Attached files

file filename
8-K - FORM 8-K - LIFELOCK, INC.d584699d8k.htm
August, 2013
Exhibit 99.1


2
This presentation contains “forward-looking” statements that are based on our beliefs and assumptions and on information
currently available to us. Forward-looking statements include information concerning our possible or assumed future results of
operations, business strategies, financing plans, competitive position, industry environment, potential growth opportunities,
potential market opportunities and the effects of competition.
Forward-looking statements include all statements that are not historical facts and can be identified by terms such as
“anticipates,” “believes,” “could,” “seeks,” “estimates,” “intends,” “may,” “plans,” “potential,” “predicts,” “projects,” “should,”
“will,” “would” or similar expressions and the negatives of those terms. Forward-looking statements involve known and
unknown risks, uncertainties and other factors that may cause our actual results, performance or achievements to be
materially different from any future results, performance or achievements expressed or implied by the forward-looking
statements. Forward-looking statements represent our beliefs and assumptions only as of the date of this presentation. You
should read the documents that we file with the Securities and Exchange Commission (SEC), including the risks detailed from
time to time therein, completely and with the understanding that our actual future results may be different from what we
expect. Except as required by law, we assume no obligation to update these forward-looking statements publicly, or to update
the reasons actual results could differ materially from those anticipated in the forward-looking statements, even if new
information becomes available in the future.
This presentation includes certain non-GAAP financial measures as defined by SEC rules. As required by Regulation G, we have
provided a reconciliation of those measures to the most directly comparable GAAP measures, which is available in the
Appendix.


3


4


5
1. As of June 30, 2013
2. Last twelve month period as of June 30, 2013
Note: Past performance is not an indicator of future performance


6


7
Based on 2013 analyst estimates


8
Note: Past performance is not an indicator of future performance


9
*Diversified Services category


10
1
Source: FTC. According to the FTC, identity theft has been the most reported consumer complaint in the United States for past 13 years.
2
Source: Javelin Strategy & Research (2013).
3
Source: Verizon Data Breach Investigations Report (2012).


11
Source: Javelin Strategy & Research (2012). Incidence of Social Network Usage measured for LinkedIn Users, Mobile Devices measured for Smartphone Owners, E-Commerce Sales
measured for Users of Online Bill Pay.
1
Source: ComScore (2012).
2
Source: Gartner (2012).
3
Source: Sales in 2011. eMarketer (2012).
4
Source: FTC Consumer Sentinel Databook for 2011 (2012). Based on the number of complaints filed with FTC.


12
1
Based on internal LifeLock research, two-thirds of US adults are concerned about identity theft which indicates an addressable market of 148mm adults. We focus our efforts on those with
household income > $50K, which gives an addressable market of 78mm consumers.
2
Based on internal LifeLock analysis of industry research, public filings, industry trade publications, and U.S. government studies.


13
*Network does not cover all transactions and scope may vary.
†Network
does
not
cover
all
transactions
and
scope
may
vary.
Requires
LifeLock
Ultimate™
service.


14


15


16


17


18


19


20


21


22


23
1
93% revenue visibility for Q2 2013 was based on analysis of renewals from existing customers from Q1 2013 and new customer additions in Q2 2013.
Note: Past performance is not an indicator of future performance.


24
Note: Past performance is not an indicator of future performance.
Enterprise transactions for historical periods prior to LifeLock’s acquisition of ID Analytics in March 2012 are attributed to ID Analytics and therefore
not reflected in LifeLock’s financial statements for periods prior to that date.


25
Note: Past performance is not an indicator of future performance.


26
Note: Past performance is not an indicator of future performance.


27
Note: Free Cash Flow for historical periods prior to IDA acquisition is not pro-forma. Past performance is not an indicator of future performance.


28


29


30


31


32
1
Last twelve month period as of June 30, 2013


33
1
Last twelve month period as of June 30, 2013


34


35


36