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8-K - FORM 8-K - LIFELOCK, INC. | d584699d8k.htm |
August,
2013 Exhibit 99.1 |
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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.
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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
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Based on 2013 analyst estimates |
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Note: Past performance is not an indicator of future performance
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*Diversified Services category |
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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).
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Source: Verizon Data Breach Investigations Report (2012). |
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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.
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Source: ComScore (2012).
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Source: Gartner (2012).
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Source: Sales in 2011. eMarketer (2012).
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Source: FTC Consumer Sentinel Databook for 2011 (2012). Based on the number of complaints
filed with FTC. |
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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.
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Based on internal LifeLock analysis of industry research, public filings, industry trade
publications, and U.S. government studies. |
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*Network does not cover all transactions and scope may vary.
Network
does
not
cover
all
transactions
and
scope
may
vary.
Requires
LifeLock
Ultimate
service. |
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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. |
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Note: Past performance is not an indicator of future performance.
Enterprise transactions for historical periods prior to LifeLocks acquisition of ID
Analytics in March 2012 are attributed to ID Analytics and therefore not reflected in
LifeLocks financial statements for periods prior to that date. |
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Note: Past performance is not an indicator of future performance.
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Note: Past performance is not an indicator of future performance.
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Note: Free Cash Flow for historical periods prior to IDA acquisition is not pro-forma.
Past performance is not an indicator of future performance. |
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Last twelve month period as of June 30, 2013 |
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Last twelve month period as of June 30, 2013 |
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