Livongo Investor Presentation Deck
Financial Highlights
High revenue growth
Attractive recurring
revenue business model
Favorable gross margin profile
Significant customer traction
Strong land and
expand & renewals
1)
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One of the largest CAGRS among publicly traded SaaS
companies
Q1'20 Revenue of $68.8M, up 115%
Predominance of revenue is per participant per month
Estimated Value of Agreements¹ signed in Q1'20 of $89M
Gross margins in the 70's
Ended Q1'20 with 1,252 Clients, up 44% quarter-over-
quarter
Livongo™
Dollar-based net expansion rate was over 110% as of
March 31, 2020
Estimated Value of Agreements was previously referred to as Total Contract Value. We define Estimated Value of Agreement as contractually committed orders to be invoiced under agreements initially entered into during the
relevant period. Estimated Value of Agreement includes agreements entered into with new clients or expansion opportunities entered into with existing clients during a given period. Livongo adjusts these assumptions
regularly based on new data and a high degree of judgment is required for such assumptions.
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