mobileiron analyst days21.q4cdn.com/387111300/files/doc_presentations/2017/... · 2017. 2. 22. ·...
TRANSCRIPT
MobileIronAnalyst Day
February 22, 2017
Safe Harbor Statement
This presentation contains forward-looking statements that involve risks and uncertainties, including statements regarding MobileIron's revenue and other GAAP and non-GAAP financial metrics for the company's third quarter in 2015 and other statements regarding trends in the company's business, including statements regarding MobileIron's GAAP and non-GAAP revenue and operating expense targets, growth in our customer base, increased customer adoption, and expected benefits from new product offerings and MobileIron’s partner ecosystem. There are a significant number of factors that could cause actual results to differ materially from statements made in this presentation, including MobileIron's limited operating history,quarterly fluctuations in MobileIron's operating results, MobileIron's need to develop new solutions and enhancements to compete in rapidly evolving markets, product defects, competitive pressures, customer adoption, changes by operating system providers and mobile device manufacturers, MobileIron's inability to manage growth, the quality of MobileIron support, MobileIron's reliance on channel partners and development of partner ecosystem.
Additional information on potential factors that could affect MobileIron's financial results is included in the company's SECfilings, including its most recent Form 10-K and Form 10-Q. MobileIron does not assume any obligation to update the forward-looking statements provided to reflect events that occur or circumstances that exist after the date on which they were made.
10:00 AM
11:00 AM
11:30 AM
12:00 PM
12:30 PM
Barry Mainz
Daniel FieldsSVP of Engineering and Chief Software Development Officer
President and Chief Executive Officer
James PlouffeLead Solutions Architect
Simon BiddiscombeChief Financial Officer
Open Q&A
State of the business and 2017 areas of focusProduct innovation announcement
Engineering for scale and complexity
The mobile security landscape
A solid foundation for 2017
Barry MainzPresident and Chief Executive Officer
Security backbone for the digital enterprise
Protecting corporate data across apps, networks, and clouds
The real-time digital enterprise radically transforms its workflows
to increase business velocity.
Customer transformation powered by …
Constant innovation
Employees always have the best tools
to do their jobs
Mobile-first experiences
Employees have continuous access
to data and action
Cloud-first operations
IT is agile, efficient, and quick
to deploy new services
The coffee principle
MobileIron Confidential
Security in an untrusted world: Two trends power our business
Mobile security
Cloud security
Network security
Enablement
Intelligence
Move to cloudMove to mobile
Policy and Identity
platform
Apps@WorkEnterprise app store
Docs@WorkSecure content
Web@WorkSecure browsing
Help@WorkTroubleshooting
TunnelPer app VPN
Email+Secure email
AppConnect Ecosystem
Enablement Enforcement
Conditional Access Integration
Cloud Security
Powerful strategic position
Central policy enginefor all modern
operating systems
Last-mile control point for security and analytics
Beachheadon millions of devices
for future services
Single pane of glassfor next-generation connected devices
MobileIron Confidential
Cash flow breakeven $8.5 million
Our biggest quarter ever
~$55 million billings
72% recurring with 26% growth Y-o-Y
Record billings
>90% seat renewal rate
Strong renewals
Average selling price constant to slightly up
Stable ASP
Customerexperience Cloud-first Product
innovation
Improved execution
Escalations down
Faster time to resolution (TTR)
Customer satisfaction up
Improved customer experience
+11.4%
-50%-90%
Cloud-firstPublic and private clouds
75 major product releases
3 new products launched First deals for all three in Q4 2016
Product innovation
MobileIron Confidential
FedRAMP US-EU Privacy Shield CSfC
FIPS 140-2 Common Criteria SOC 2 Type II
Product innovation: Certifications
MobileIron Confidential
Apps / EMM
Growth catalysts
Cloud Security
Desktop Security
Apps / EMM
784.5 million smartphones and tablets
Source: IDC data for Commercial Smart Phone and Tablet shipments and assuming a 2 year replacement cycle to create installed base
2020 cloud Security Market TAM:
$1.5 Billion
$15 million by 2020
1% market share…
Cloud Security
Source: Average of the IDC and Gartner estimates for cloud security in 2020.
560 Million enterprise PCs
5.6 million devices
1% market share…
Desktop Security
Source: IDC data for Commercial PCs shipped and assuming a 4 year replacement cycle to create an installed base
New IoT division
Right customers
Right product architecture
Right Go-to-market