Investor Presentaiton

Powerful subscription model drives rapid growth and margin expansion Total Revenue ($M) $323 $510 $92 $84 $202 $419 $123 $71 $86 $239 $46 $51 $41 $131 $21 $72 $25 $45 2019A 2020E 2021E 2022E 2023E Other Notes: CY19, subject to adjustment Subscription (including license) CY21E - CY25E gross margins exclude stock-based compensation expense Other revenue is comprised of Product and Services revenues 59% CAGR ('19-'25E) Total Gross Margin (%) $747 $101 $646 48% 56% 55% 60% 65% +2500 Bps ('19-'25E) 73% 70% 2024E 2025E 2019A 2020E 2021E 2022E 2023E 2024E 2025E 24

View entire presentation