Gemalto Investor Relations

???????????????????????????????????????????????????????????????????????????????????????????????????????????????????????????????????????????????????????????????????????????????????????????????????????????????????????????????????????????????????????????Understanding Gemalto

Landscape
Need
Solution
Value
Execution
Future

The Landscape

In our connected society, people and organizations exchange massive amounts of information over digital networks because such exchanges are efficient and convenient. The volume of transactions over these networks has grown exponentially over time and is expected to continue to grow.

The Need

Users of the various networks regularly need to transfer sensitive information and want to do so in a manner that is secure but does not disrupt the convenience they’ve come to expect in this digital age.

The Solution

We design and develop software-based solutions to protect access to and perform transactions on digital networks, ensuring that only authorized users are interacting with the assets of the network. Our technology has been applied time and again to a variety of use cases across many industries, and we intend to extend this offering to existing networks seeking more robust security as well as new services made possible by innovations in the market.

The Value

Our solutions create value by drastically reducing fraudulent usage of online services, establishing trust between parties on digital networks, scaling seamlessly alongside the massive adoption of the service and lowering the operating costs for providers.

Our security solutions are differentiated by an unmatched security-to-cost ratio and versatility.

The Execution

Gemalto’s management team combines decades of industry experience with a dedication to surpassing the expectations of our customers. Our management also places an emphasis on clear communication and has proven its ability to achieve strategic and financial goals.

We remain committed to all stakeholders:

Investing in the resources necessary to create innovative solutions and bring them to market across the world as a strategic partner of our customers.
Managing the business for the long-term by balancing the drivers of our various operating segments, delivering consistent growth and cultivating talent though our employee-centric approach to human resources.

The Future

As the world continues to push the boundaries of the digital frontier, people and machines will store more data on and consume more data from these networks. Our technology will play an essential role in protecting the services of today and tomorrow.

We believe that in the digital world, like always, trust is a fundamental need. Enabling this trust remains our mission.

Q4 2018 Revenue and FY 2018 Earnings

2018 full year results delivered in line with expectations
Full-year revenue at €3 billion with Identity, IoT and Cybersecurity segment revenue up +11% at constant exchange rates
Profit from operations at €332 million, up +7%
Thales transaction expected to close in Q1 2019, 11 of 14 Regulatory Clearances obtained

Press Release (PDF)
2018 Annual Report (PDF)

Investors and analysts wishing to ask questions may reach the Investor Relations team.
Telephone: +33 (0) 1 57 77 89 02
Email: ir@thalesgroup.com

Gemalto shares will be delisted on 29 May 2019

??Press Release? issued 23 April 2019
????Public Offer by Thales?

97% of Gemalto shares have been tendered to the Thales offer

??Press Release? issued 16 April 2019
????Public Offer by Thales?

???

Upcomin?g Events

Previous Events

?
APR
2

Certain mandatory daily disclosures under the Dutch offer rules
??Press Release (PDF - 296KB)
??Public Offer by Thales
?
MAR
29

Success of Thales offer for Gemalto shares
??Press Release (PDF - 296KB)
??Public Offer by Thales
?
MAR
14

Thales sets to 28 March 2019 the end date of the acceptance period of its offer for Gemalto
??Press Release (PDF - 296KB)
??Public Offer by Thales
?
MAR
6

Thales and Gemalto are granted antitrust clearance in the United States
??Press Release (PDF - 252KB)
??Public Offer by Thales
?
MAR
1

Thales and Gemalto reach agreement with the Antitrust Division of the United States Department of Justice
??Press Release (PDF - 252KB)
??Public Offer by Thales
FEB
14

Results
Q4 2018 Revenue and FY 2018 Earnings
Press Release (PDF)
2018 Annual Report (PDF)
?
?
DEC
20

Thales and Gemalto are granted regulatory clearances by the Australian and Mexican competition authorities
??Press Release (PDF - 251KB)
??Public Offer by Thales
?
DEC
13

Thales and Gemalto are granted regulatory clearance by the commerce commission in New Zealand
??Press Release (PDF - 256KB)
??Public Offer by Thales
?
DEC
11

Thales and Gemalto are granted regulatory clearance by the European Commission
Press Release (PDF - 257KB)
??Public Offer by Thales
OCT
26

Results
?Q3 2018 Revenue
?
Press Release (PDF)
Presentation (PDF)
Roadshow booklet? (PDF)?
??
Webcast Replay?
?
OCT
16

Thales and Gemalto are granted regulatory clearance from the competition commission in South Africa
Press Release (PDF - 257KB)
??Public Offer by Thales
?
OCT
11

Update on the offer by Thales for Gemalto
Press Release (PDF - 257KB)
??Public Offer by Thales
?
SEP
5

Thales and Gemalto are granted Regulatory Clearance by the Committee on Foreign Investment in the United States (CFIUS)
Press Release (PDF - 257KB)
??Public Offer by Thales
?
AUG
31

Thales and Gemalto are granted Regulatory Clearance from the Competition Board in Turkey
Press Release (PDF - 257KB)
??Public Offer by Thales
AUG
31

Results
?Q2 2018 Revenue and H1 2018 E?arnings
Press Release (PDF)
Presentation (PDF)
Semi-Annual Report? (PDF)
Roadshow booklet? (PDF)?
??
Webcast Replay????
?
AUG
14

Thales and Gemalto announce Regulatory Clearance from the Minister of Innovation in Canada
Press Release (PDF - 257KB)
??Public Offer by Thales
?
AUG
10

As previously announced, Thales further extends the acceptance period of the offer for Gemalto and remains confident that the acquisition will be completed by year end 2018
Press Release
??Public Offer by Thales
?
JUN
1

Thales extends the acceptance period of the offer for Gemalto
until 15 August 2018 and confirms it expects to complete the acquisition in the course of the second half of 2018
Press Release (PDF - 561KB)
??Public Offer by Thales
?
MAY
18

General Meeting
? ?
Annual General Meeting of Shareholders
Sheraton Amsterdam Airport Hotel & Conference Center
Schiphol Boulevard 701, 1118 BG, Schiphol Airport
The Netherlands
at 10 a.m. CET
APR
27

Results
?Q1 2018 Revenue
Press Release (PDF)
Presentation (PDF)
Roadshow booklet? (PDF)

Webcast Replay? ?
?? ?
MAR
27

Thales launches its offer on all Gemalto shares
With the publication of the Offer Document dated 27 March 2018 and with reference to the joint press release dated 17 December 2017, Thales (Euronext Paris: HO) and Gemalto (Euronext Amsterdam and Paris: GTO) announced on 27 March 2018 that Thales is launching its recommended all-cash offer (the "Offer") to all holders of issued and outstanding shares in the capital of Gemalto for EUR 51.00 per share, cum dividend.
Press Release (PDF - 561KB)
??Public Offer by Thales
??Link to the website of the 2018 AGM, also being the general meeting as referred to in article 18 of the Netherlands Decree on Public Takeover Bids
?
MAR
2

Results
Q4 2017 Revenue and FY 2017 Earnings
Press Release
Presentation
2017 Annual report
Roadshow Booklet
Webcast replay
Dec
17

Thales and Gemalto create a world leader in digital security
?Press Release
Presentation
Webcast replay
?
OCT
27

Results
Q3 2017 Revenue
?Presentation (PDF, 487 KB)
Press Release (PDF, 359 KB)
?Roadshow Booklet (PDF, 1.81Mb)
Webcast replay?
?
SEP
04

Roadshow H1 2017
September 4th - September 22nd
Roadshow booklet (PDF, 1.7 MB)
View details
September 4th – Paris
September 5th & 6th – London
September 21 – Singapore
September 22 – Tokyo
??
SEP
01

Results
Q2 2017 Revenue and H1 2017 earnings
Presentation (PDF, 573 KB)
Press Release (PDF, 768 KB)
Semi-annual report (PDF, 1 MB)
??
??
JUL
21

Gemalto preliminary first semester results and 2017 outlook revision
Press Release?
?
MAY
18?

General Meeting
Annual General Meeting of Shareh?olders??
Sheraton Amsterdam Airport Hotel & Conference Center?
Schiphol Boulevard 101, 1118 BG, Schiphol Airport?
The Netherlands
at 2:00?pm CET?
???
MAY
1

?Gemalto finalizes the acquisition of 3M’s Identity Management Business
? Press Release??
????
APR
28

Results
Q1 2017 Revenue
Presentation (PDF)
Press Release (PDF)
Roadshow Booklet (PDF)
??
MAR
22

Gemalto revises 2017 financial outlook
Press Release?
?
?
MAR
06

Roadshow
March 6th - ?March 29th
Roadshow in Europe
Roadshow booklet
?
View details
March 6th – Paris
March 7th & 8th – London
March 9th – Frankfurt

March 14th – Geneva
March 15th – Zurich
March 16th – Brussels
March 17th – Amsterdam
?
MAR
03

Results
Q4 2016 Revenue and FY 2016 earnings
?Presentation (PDF, 490 KB)
Press Release (PDF, 759 KB)
Annual Report 2016 (PDF, 8.23 MB)
???
FEB
27

Introduction session on Embedded SIM and On-Demand Connectivity - Turning Things On
? Present?ation (PDF, 669?? KB)
?
DEC
09

Acquisition
Gemalto to acquire 3M’s Identity Management Business?
Presentation (PDF, 490KB)
Press Release

Links

Gover?nance
Management
Board ???????

Mobile payment

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EMV

Secure EMV payment is spreading rapidly

Travel documents

The new UK passport ??

Press Releases

???

Last updated September 11, 2019

Investor Relations

???????????????????????????????????????????????????????????????????????????????????????????????????????????????????????????????????????????????????????????????????????????????????????????????????????????????????????????????????????????????????????????Understanding Gemalto

The Landscape

The Need

The Solution

The Value

The Execution

The Future

Q4 2018 Revenue and FY 2018 Earnings

Gemalto shares will be delisted on 29 May 2019

97% of Gemalto shares have been tendered to the Thales offer

Upcomin?g Events

Previous Events

Certain mandatory daily disclosures under the Dutch offer rules

Success of Thales offer for Gemalto shares

Thales sets to 28 March 2019 the end date of the acceptance period of its offer for Gemalto

Thales and Gemalto are granted antitrust clearance in the United States

Thales and Gemalto reach agreement with the Antitrust Division of the United States Department of Justice

Results

Thales and Gemalto are granted regulatory clearances by the Australian and Mexican competition authorities

Thales and Gemalto are granted regulatory clearance by the commerce commission in New Zealand

Thales and Gemalto are granted regulatory clearance by the European Commission

Results

Thales and Gemalto are granted regulatory clearance from the competition commission in South Africa

Update on the offer by Thales for Gemalto

Thales and Gemalto are granted Regulatory Clearance by the Committee on Foreign Investment in the United States (CFIUS)

Thales and Gemalto are granted Regulatory Clearance from the Competition Board in Turkey

Results

Thales and Gemalto announce Regulatory Clearance from the Minister of Innovation in Canada

As previously announced, Thales further extends the acceptance period of the offer for Gemalto and remains confident that the acquisition will be completed by year end 2018

Thales extends the acceptance period of the offer for Gemaltountil 15 August 2018 and confirms it expects to complete the acquisition in the course of the second half of 2018

General Meeting

Results

Thales launches its offer on all Gemalto shares

Results

Thales and Gemalto create a world leader in digital security

Results

Roadshow H1 2017

Results

Gemalto preliminary first semester results and 2017 outlook revision

General Meeting

?Gemalto finalizes the acquisition of 3M’s Identity Management Business

Results

Gemalto revises 2017 financial outlook

Roadshow

Results

Introduction session on Embedded SIM and On-Demand Connectivity - Turning Things On

Acquisition

Links

Press Releases

Thales extends the acceptance period of the offer for Gemalto
until 15 August 2018 and confirms it expects to complete the acquisition in the course of the second half of 2018