entrust technologies, inc. john heltzel, sr. mgr., business development
TRANSCRIPT
Corporate Positioning
• Over 950 people• Profitable for the last 6 quarters• Cash flow positive for the last 6 quarters• $266M in cash• Over 800 customers in over 40 countries• Positioned for leadership in emerging
markets
B2B and Merchant-to-ConsumerDistinct Market Segments
Authentication Basic Confidentiality Payment - Credit card
M2C $380Bin 2003
Authentication Authorization Confidentiality Accountability Payment - ACH & Int’l
$7.3Tin 2004
B2B
Large and Rapidly Growing Market
PKI
Authorization
WirelessOther
Source: IDC/Entrust
0
500
1000
1500
2000
2500
3000
3500
1999 2000 2001 2002 2003
($ M
illio
ns)
Market 2003Total $3B
Global Market Share Leader
1999($198M)
Entrust41%Other
59%
Source: IDC/Entrust
Public-Key Infrastructure (PKI)Market
• Top vendor
• Over 150 customers
• International reach
Authorization Market
Positioned for B2B Growth
• Signed agreements with 5 of the top 6 B2B vendors– integrating Entrust into their
B2B products• PaymentWave
– joint company with FDC– comprehensive payment
services for B2B e-markets– transaction & rental revenue
streams
Positioned for Wireless Growth
• First to market in December 1999• Designing next-generation architectures
with industry leaders– registration, validation, & authorization
• Announced major partnerships• Team of 30 people
focused on wireless
Positioned for Services Growth
• Entrust.net– Web and Wireless server certificate services– 16% market share in Q2 ‘00– subscription revenue: $299-$695 /server/year (list price)
– 11 global affiliates; 5 new in Q2
• Entrust@YourService– Flexible PKI outsourcing services– Partnership with FDC– Subscription revenue: $15-$20 /user/year (list price)
– First customer signed to go live in August
Why Entrust Wins Customers
• Easiest to deploy & flexible & proven
• Broadest range of integrated applications– Oracle, Ariba, Tibco, i2, webMethods, Microsoft, Lotus, SAP, PeopleSoft,
Check Point, Nortel, Cisco, Lucent, Nokia, ...
• Easiest to use for Internet-scale solutions– automated registration & management, roaming, ...
• Lowest operating costs & highest scalability– single infrastructure across all applications