Morgan stanley software services internet networking conference
Download
1 / 11

a - PowerPoint PPT Presentation


  • 295 Views
  • Updated On :

Morgan Stanley Software, Services, Internet & Networking Conference Company Update January 2003 Safe Harbor

loader
I am the owner, or an agent authorized to act on behalf of the owner, of the copyrighted work described.
capcha
Download Presentation

PowerPoint Slideshow about 'a ' - bernad


An Image/Link below is provided (as is) to download presentation

Download Policy: Content on the Website is provided to you AS IS for your information and personal use and may not be sold / licensed / shared on other websites without getting consent from its author.While downloading, if for some reason you are not able to download a presentation, the publisher may have deleted the file from their server.


- - - - - - - - - - - - - - - - - - - - - - - - - - E N D - - - - - - - - - - - - - - - - - - - - - - - - - -
Presentation Transcript
Morgan stanley software services internet networking conference l.jpg

Morgan Stanley Software, Services, Internet & Networking Conference

Company Update

January 2003


Safe harbor l.jpg
Safe Harbor Conference

Statements in this presentation other than historical data and information, including but not limited to, statements regarding benefits of VeriSign’s restructuring and new service offerings, constitute forward-looking statements within the meaning of Section 27A of the Securities Act of 1933 and Section 21E of the Securities Exchange Act of 1934. These statements involve risks and uncertainties that could cause VeriSign's actual results to differ materially from those stated or implied by such forward-looking statements. The potential risks and uncertainties include, among others:

  • VeriSign's limited operating history under its current business structure,

  • the risk that businesses of previously-acquired companies as well as other businesses will not be integrated successfully and unanticipated costs of such integration;

  • uncertainty of future revenue and profitability and potential fluctuations in quarterly results;

  • the ability of VeriSign to successfully develop and market new services and customer acceptance of any new services;

  • the risk that VeriSign’s announced strategic relationships may not result in additional products, services, customers and revenues;

  • increased competition and pricing pressures;

  • risk that the company may not be able to achieve anticipated cost savings from the restructuring; and

  • risks related to potential security breaches.

    More information about potential factors that could affect the company's business and financial results is included in VeriSign's filings with the Securities and Exchange Commission, including in the company's Annual Report on Form 10-K for the year ended December 31, 2001 and quarterly reports on Form 10-Q. VeriSign undertakes no obligation to update any of the forward-looking statements after the date of this presentation.


Verisign s mission l.jpg

5 Conferencemillion SMEs & consumers

4,000 enterprises

1,000 carriers

VeriSign’s Mission

Provide The Critical

Infrastructure Services That Make Commerce and Communications Possible

45+countries

$1+billion in revenues

3,100 employees


Verisign services portfolio l.jpg

Trusted Infrastructure & Application Services Conference

Network & Security Services

Authentication & Access

Digital Brand Management

Payment Services

Internet

Infrastructure

Services

Network & Security Services

Authentication & Access

Payment Services

IP Addressing

Directory Services

Telecom Infrastructure

Services

SS7 Signaling

Database Services

Wireless Billing

Clearing & Mediation

Web Presence Services

Domain Names

Web Site Security

Web Presence Services

Domain Names

Web Site Security

Web Presence Services

Domain Names

Web Site Hosting

Domain-based e-mail

25%

42%

33%

Web PresenceInfrastructure

Web PresenceInfrastructure

Security

Infrastructure

Security

Infrastructure

Telecom

Infrastructure

Telecom

Infrastructure

Web PresenceInfrastructure

Security

Infrastructure

Telecom

Infrastructure

Payment

Infrastructure

Payment

Infrastructure

Transaction

Infrastructure

ATLAS Directory & Routing Infrastructure

ATLAS Directory & Routing Infrastructure

ATLAS Directory & Routing Infrastructure

VeriSign Services Portfolio

Web PresenceInfrastructure

Security

Infrastructure

Telecom

Infrastructure

Payment

Infrastructure

ATLAS Directory & Routing Infrastructure

Q3’02 Revenue Mix


Enabling all types of interactions l.jpg
Enabling All Types of Interactions Conference

Web Identity

  • Every Day We…

  • Handle 7 billion web and e-mail interactions

  • Process over $40 million in e-commerce sales

  • Protect over 400,000 websites

  • Route over 1 billion SS7 messages

  • Serve 2 million SMS messages

SMS

Email

Business

Communications

Wired Calls

Commerce

Wireless Calls


Why customers buy from us l.jpg
Why customers buy from us Conference

  • We are a unique and essential utility

  • We absorb the complexity

    • DNS, PKI, transaction management, SS7

  • To enable faster deployment

    • 70% of customers deployed in 30 days or less

  • With better cost and utilization of resources

    • Less people and less capital

  • With high performance, trusted infrastructure

    • Security, reliability, scalability


Competitive position l.jpg
Competitive Position Conference

Security Services

Telecom Services

Registry Services

Web Presence

  • #1 in SSL

  • #1 in mPKI

  • #1 in payment gateway

  • Emerging MSS business

  • Largest independent network

  • #2 in database services

  • Emerging billing & clearing platform

  • #1 in naming services

  • ATLAS infrastructure

  • #1 in domain name registration

  • Leader in domain-based e-mail, websites

Key competitors:

  • Entrust

  • RSA

  • Cybersource

  • In-house

  • RBOCs

  • TSI

  • SNET

  • Convergys

  • NeuStar

  • Afilias

  • UltraDNS

  • Register.com

  • Tucows

  • Go Daddy


Financial highlights l.jpg
Financial Highlights Conference

  • Leadership position in core markets

  • Majority of revenues from recurring services

  • Margin expansion as volumes increase

  • Strong cash flow generation model

  • International opportunity ahead of us

  • Restructuring of operations nearly complete


Operating focus l.jpg
Operating Focus Conference

Short-Term

  • Focus on core, recurring revenue businesses

  • Expand security and telecom offerings

  • Leverage leadership position to grow

  • Enhance penetration through new partnerships

    Long-Term

  • Propagate VeriSign technologies into new markets

  • Capitalize on synergies in technology and infrastructure

  • Continue development of converged services

  • Capture international market share equal to domestic


Strategic directions l.jpg

Web Services Conference

Federated Identity

  • Joint standards with Microsoft & IBM

  • Native integration with major platforms

  • XML gateway

  • Reference architecture

  • Liberty Alliance

  • Microsoft .NET

  • IBM/Tivoli

Voice/Data

Mediation

Device Authentication

  • Secure SMS/IM

  • VOIP Services

  • Secure wireless payments

  • ATLAS infrastructure

  • Chipset-based

  • BIOS-level

Wireless LANs

  • 802.1x security framework

  • Roaming and mediation

Strategic Directions

Propagation and Leverage


Investment highlights l.jpg
Investment Highlights Conference

  • Leading provider in growing markets

    • Security, Telecom, Directory

  • Critical technology expertise

  • Strong brand and strategic partnerships

  • Scale and operating leverage

  • Profitable, recurring revenue businesses

  • A unique Digital Utility


ad