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    KNBE   US49926T1043

KNOWBE4, INC.

(KNBE)
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KnowBe4 : Investor Presentation 2021

11/30/2021 | 06:01pm EST

Building your last line of defense

Disclaimer

This presentation shall not constitute an offer to sell or the solicitation of an offer to buy these securities in any state or jurisdiction in which such offer, solicitation or sale would be unlawful prior to registration or qualification under the securities laws of any such state or jurisdiction.

This presentation and the accompanying oral presentation contain forward-looking statements. All statements other than statements of historical fact contained in this presentation, including statements as to future results of operations and financial position, planned products and services, business strategy and plans, objectives of management for future operations of KnowBe4, Inc. and its subsidiaries ("KnowBe4" or the "Company"), market size and growth opportunities, competitive position and technological and market trends, are forward-looking statements. In some cases, you can identify forward-looking statements by terms such as "expect," "plan," "anticipate," "intend," "target," "project," "predicts," "shall" "potential," "explore" or "continues" or the negative of these terms or other similar words. KnowBe4 has based these forward-looking statements largely on its current expectations and assumptions and on information available as of the date of this presentation. The Company assumes no obligation to update any forward-looking statements after the date of this presentation, except as required by law.

The forward-looking statements contained in this presentation and the accompanying oral presentation are subject to known and unknown risks, uncertainties, assumptions and other factors that may cause actual results or outcomes to be materially different from any future results or outcomes expressed or implied by the forward-looking statements. These risks, uncertainties, assumptions and other factors include, but are not limited to, those related to the Company's business and financial performance, ability to attract and retain customers, ability to develop new products and services and enhance existing products and services, the Company's ability to respond rapidly to emerging technology trends, ability to execute on the Company's business strategy, ability to compete effectively and ability to manage growth. Moreover, KnowBe4 operates in a very competitive and rapidly changing environment, and new risks may emerge from time to time. It is not possible for KnowBe4 to predict all risks, nor can the Company assess the impact of all factors on its business or the extent to which any factor, or combination of factors, may cause actual results or outcomes to differ materially from those contained in any forward-looking statements the Company makes.

In addition to the GAAP financials, this presentation includes certain non-GAAP financial measures. The non-GAAP measures have limitations as analytical tools and you should not consider them in isolation or as a substitute for the most directly comparable financial measures prepared in accordance with GAAP. There are a number of limitations related to the use of these non-GAAP financial measures versus their nearest GAAP equivalents. First, annual recurring revenue and free cash flow are not substitutes for total revenue or cash used in operating activities, respectively. Second, other companies, including companies in the company's industry, may calculate non-GAAP financial measures differently or may use other measures to evaluate their performance, all of which could reduce the usefulness of the company's non-GAAP financial measures as tools for comparison.

This presentation also contains estimates and other statistical data made by independent parties and by the Company relating to market size and growth and other industry data. These data involve a number of assumptions and limitations, and you are cautioned not to give undue weight to such estimates. The Company has not independently verified the statistical and other industry data generated by independent parties and contained in this presentation and, accordingly, it cannot guarantee their accuracy or completeness. In addition, projections, assumptions and estimates of its future performance and the future performance of the markets in which it competes are necessarily subject to a high degree of uncertainty and risk due to a variety of factors. These and other factors could cause results or outcomes to differ materially from those expressed in the estimates made by the independent parties and by KnowBe4.

The trademarks included herein are the property of the owners thereof and are used for reference purposes only. Such use should not be construed as an endorsement of the products or services of the Company or this proposed offering.

This presentation has been prepared by KnowBe4, Inc. ("we," "us," "our," or the "Company") for the exclusive use of the party to whom the Company delivers this presentation.

2

©2021 KnowBe4 | Confidential

Our Mission

Enable employees to make smarter security decisions, everyday

3

©2021 KnowBe4 | Confidential

Key Investment Highlights

Massive global opportunity addressing the human layer

Integrated AI/ML driven SaaS platform leveraging proprietary data set

Easy to deploy and use for companies of all sizes in all verticals

Demonstrated scale and durable growth

Attractive 80%+ margins and positive FCF from inception

4

©2021 KnowBe4 | Confidential

KnowBe4 Snapshot

New-School Security

Awareness SaaS Platform

77

Strong Net Promoter Score

Forrester Wave Leader

5

All financial figures as of September 30th, 2021.

NPS score as of Q2 2021

*Q3 2021 Annualized Revenue represents reported Q3 2021 GAAP Revenue of $64.1M X 4

$256M Annualized Q3 2021 Revenue*

40%+ Q3 2021 YoY Revenue Growth

85%+ Gross Margins

$262M

Q3 2021 ARR

40%+ Q3 2021 YoY

ARR Growth

25%+ FCF Margin

©2021 KnowBe4 | Confidential

This is an excerpt of the original content. To continue reading it, access the original document here.

Disclaimer

KnowBe4 Inc. published this content on 30 November 2021 and is solely responsible for the information contained therein. Distributed by Public, unedited and unaltered, on 30 November 2021 23:00:03 UTC.


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Analyst Recommendations on KNOWBE4, INC.
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Financials (USD)
Sales 2021 244 M - -
Net income 2021 -16,9 M - -
Net cash 2021 266 M - -
P/E ratio 2021 -204x
Yield 2021 -
Capitalization 3 982 M 3 982 M -
EV / Sales 2021 15,2x
EV / Sales 2022 11,8x
Nbr of Employees 1 296
Free-Float -
Chart KNOWBE4, INC.
Duration : Period :
KnowBe4, Inc. Technical Analysis Chart | KNBE | US49926T1043 | MarketScreener
Technical analysis trends KNOWBE4, INC.
Short TermMid-TermLong Term
TrendsNeutralNeutralNeutral
Income Statement Evolution
Consensus
Sell
Buy
Mean consensus BUY
Number of Analysts 12
Last Close Price 23,24 $
Average target price 31,08 $
Spread / Average Target 33,7%
EPS Revisions
Managers and Directors
Stu Sjouwerman Chairman & Chief Executive Officer
Krish Venkataraman Co-President & Chief Financial Officer
Lars Letonoff Co-President & Chief Revenue Officer
Gerhard Watzinger Independent Director
Kara Wilson Independent Director
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