Gemalto NV

Gemalto NV

Gemalto NV

Overview
Date Founded

1979

Headquarters

Barbara Strozzilaan 382,Amsterdam, Noord-Holland 1083

Type of Company

Public

Employees (Worldwide)

16K

Industries

Computer Software
Appliances & Electronics
Private Equity & Venture Capital
Computer Hardware
IT Consulting & Services

Company Description

Gemalto NV engages in the software development business. It offers a range of digital security products and solutions to businesses and governments. It operates through the following segments: Payment and Identity; Mobile; and Patents and Others. The Payment & Identity segment offers chip cards, mobile financial services, and contactless payment solutions. The Mobile segment offers mobile cellular technologies to mobile network operators and industrial organizations. The Patents and Others segment is the licensing of the company's intellectual property and focuses on the provision of security and other technology advisory services. The company was founded on December 10, 2002 and is headquartered in Amsterdam, the Netherlands.

Website
Executives & Employees

Chief Executive Officer

Chief Financial Officer

Chief Technology Officer

Chief Marketing Officer, Executive Vice President-Strategy, M&A

Executive Vice President Human Resources

Executive Vice President Corporate Projects & France

Executive Vice President-Corporate Communications

Executive Vice President, Security Business Unit

Executive Vice President, Legal & Company Secretary

Executive Vice President-Government

Board of Directors

Former Executive Chairman at Gemalto NV

President & Chief Executive Officer at Allied Minds Plc

Non-Executive, Independent Director at Gemalto NV

Former Chief Executive Officer at Gemalto NV

Chief Executive Officer at Gemalto NV

Executive Director at Banco Santander SA

Owner at SKion GmbH

Non-Executive, Independent Director at Gemalto NV

Former Chairman & Chief Executive Officer at Sperian Protection SAS

Independent Non-Executive Member, Board of Directors at Gemalto NV

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Owners & Shareholders
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DNCA is an active, risk-averse, value-oriented manager which focuses on absolute performance over the long-term. Their investment philosophy emphasizes quality and having a safety margin for all investments, aiming to avoid volatility. Their investment approach is bottom-up and is based on fundamental research.The firm invests in European equity, seeking to invest in undervalued companies that are shareholder conscious and have quality management, sound financials, a strong market position, positive momentum and upside potential. They build concentrated portfolios through a conviction-based stock-picking investment process where they narrow down the investment universe through quantitative screening. Key factors in stock selection are yield and price-to-earnings ratio.Portfolio managers jointly approve investment decisions. Once investments reach their valorization potential they are gradually divested.DNCA's in-house research includes company visits. They outsource supplementary sector-specific research from sector specialists.

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Amundi Ireland is an active manager which aims to deliver competitive risk-adjusted returns. They follow a bottom-up, research-driven investment process combined with top-down analysis to capture macroeconomic trends and develop intrinsic valuation measures based on proprietary research.For equity investments, the firm’s research analysts and portfolio managers utilize sector-specific research and strong risk management to uncover value and identify opportunities. Portfolio managers ultimately decide which stocks to buy and sell in their portfolio. They can also conduct their own in-depth research into investment ideas and usually meet the management of each company prior to investing. Their proprietary risk budgeting tool allows for an optimal mix of portfolio strategies, based on a quantitative assessment of their contribution to overall portfolio risk.Their fixed-income investments leverage credit analysts’ research to make risk decisions and to select the investment strategies. Analysts provide top-down and bottom-up input to the portfolio managers who select the active strategies to which to allocate risk, drawing on an external network of economists and central bank experts. A dedicated portfolio construction team assists the investment team in analyzing the risk associated with each investment strategy in order to decide what risks to increase or reduce, in line with the investment mandate.Amundi Ireland’s multi-asset investment process aims to allocate risk dynamically across different asset classes on the basis of their asset allocation, fund selection and credit & equity research. The asset allocation research team assesses the macroeconomic cycle and provides analysis on the valuation of different asset classes, contributing to their integrated top-down approach to asset allocation. The portfolio managers translate this view into a portfolio where risk is allocated around core strategies, satellite strategies, hedging strategies and selection strategies.

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BGG is an active, teamwork and research-based manager which utilizes a combination of fundamental analysis and derivates trading expertise to achieve the investment objectives of their funds. The firm employs a fundamentals-driven, bottom-up research and analysis approach to identify opportunities and follows a four-step approach to make investment decisions.They first identify security mispricings using fundamental and quantitative analysis. Next, the firm seeks to understand the investment risks and the drivers of the mispricing to the fair value. They next seek to identify a catalyst to drive the security's price towards its fair value. Finally, the investment committee quantifies the risk-reward, minimizes emotional bias, and quantifies risks not captured by traditional risk systems. They calculate the Sharpe ratio, generally proceeding with the trade if the ratio exceeds one. The investment committee decides on the trade's optimal size, which their in-house trading team opportunistically executes.Their Sark Fund is an opportunistic, Europe-focused multi-strategy Cayman Island-domiciled fund which aims primarily at arbitraging instruments with non-linear pay-offs in special situations and employs volatility, equity and credit investment strategies.Channel Bridge Special Situations Fund is a catalyst-driven fund based on fundamental analysis which seeks to capture absolute returns in companies undergoing corporate events. The fund focuses on European events and invests in a wide range of debt and equity securities, extensively utilizing instruments with non-linear pay-offs.BG Eonia Arbitrage is a French-registered dynamic cash fund which aims to outperform the interest rate offered by the monetary market by combining expertise in credit, fixed-income, arbitrage and risk management.BG Long Term Value is a French-registered equity fund which seeks to outperform the DJ Euro Stoxx 50 Index Total Return with an investment horizon of five years.

Recent Transactions
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Thomson-CSF purchases Gemalto NV

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Gemalto NV purchases 3M Co. /Identity Management Business from 3M Company

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Thaicom Public Co. Ltd. purchases Gemalto NV /Device Management & Advanced Ota from Gemalto NV

Transaction Advisors
Investment Advisor

Advised onGemalto NV purchases Plastikkart Akilli Kart Iletisim Sistemleri Sanayi ve Ticaret

Legal Advisor

Advised onGemalto NV purchases 3M Co. /Identity Management Business from 3M Company

Legal Advisor

Advised onThomson-CSF purchases Gemalto NV

Associate

Advised onGemalto NV purchases Trüb AG /Secure Document Business from Trüb AG, Chemolio Management AG

Associate

Advised onGemalto NV purchases Trüb AG /Secure Document Business from Trüb AG, Chemolio Management AG

Professional

Advised onGemalto NV purchases SafeNet, Inc. from Vector Capital Management LP

Advisors & Consultants
Advisor

Managing Director & Head-Internal Audit at Och-Ziff Capital Management Group LLC

Real Estate Agent

Co-Chairman & Principal at Colliers International

Advisor

Managing Director at Harris Williams & Company

Clients

SoftBank Group Corp. is a holding company that engages in the management of its group companies which provides information technology and telecommunication services. It operates through the following segments: Domestic Telecommunications, Sprint, Yahoo Japan, Distribution, Arm, SoftBank Vision Fund (SFV), and Others. The Domestic Telecommunications segment provides mobile communication, broadband, and telecom services in Japan. The Sprint segment provides mobile communication services in the United States. It also sells and leases mobile devices. The Yahoo Japan segment engages internet advertising, e-commerce, and membership services. The Distribution segment distributes mobile devices overseas. It also sells personal computer (PC) software, peripherals, and mobile devices accessories in Japan. The Arm segment designs microprocessors, physical intellectual property and related technology and software. The SFV segment manages investment activities through the SoftBank Vision Fund. The Others segment includes robotics and the Fukuoka SoftBank HAWKS related business. The company was founded by Masayoshi Son on September 3, 1981 and is headquartered in Tokyo, Japan.

Alibaba Group Holding Ltd. engages in providing online and mobile marketplaces in retail and wholesale trade. It operates through the following segments: Core Commerce, Cloud Computing, Digital Media and Entertainment, and Innovation Initiatives and Others. The Core Commerce segment comprises platforms operating in retail and wholesale. The Cloud Computing segment consists of Alibaba Cloud, which offers elastic computing, database, storage and content delivery network, large scale computing, security, management and application, big data analytics, a machine learning platform, and other services provide for enterprises of different sizes across various industries. The Digital Media and Entertainment segment includes the Youko Tudou and UCWeb media properties. The Innovation Initiatives and Others segment involves in the YunOS, AutoNavi, DingTalk, and other businesses. The company was founded by Chung Tsai and Yun Ma on June 28, 1999 and is headquartered in Hangzhou, China.

Microsoft Corp. engages in the provision of developing and marketing software and hardware services. Its products include operating systems for computing devices, servers, phones and intelligent devices. It also offers server applications for distributed computing environments, productivity applications, business solution applications, desktop and server management tools, software development tools, video games, and online advertising. It operates through the following segments: Productivity and Business Processes; Intelligent Cloud; and More Personal Computing. The Productivity and Business Processes segment consists of products and cloud services in portfolio of productivity, communication, and information services. It comprises of office commercial, office consumer, and microsoft dynamics business solutions. The Intelligent Cloud segment offers hybrid server products and cloud services. It comprises of server products and cloud services and enterprise services. The More Personal Computing segment comprises of windows, devices, gaming, and search advertising. The company was founded by William Henry Gates III in 1975 and is headquartered in Redmond, WA.

Key Stats and Financials As of 2017
Market Capitalization
$4.51B
Total Enterprise Value
$5.08B
Earnings Per Share
$-4.72
Revenue
$2.95B
Net Profit
$-424M
EBITDA
$384M
EBITDAMargin
13.01%
Total Debt
$1B
Total Equity
$2.18B
Enterprise Value Sales
1.72x
Enterprise Value EBITDAOperating
13.22x
TEVNet Income
-11.99x
Debt TEV
0.2x
Three Year Compounded Annual Growth Rate Of Revenue
6.2%
Five Year Compounded Annual Growth Rate Of Revenue
5.63%
Investments
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Part of Sopra Steria Group SA, ValiCert, Inc. is an American company located in Mountain View, CA, that develops digital certificate validation software. It was founded by Chini Krishnan. Tumbleweed Communications Corp. , part of Sopra Steria Group SA since September 2008, acquired ValiCert, Inc. on 23 Jun 03 for $24.02 million.

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Molapo Technology Pty Ltd. develops, builds and maintains telecommunications infrastructure. Its services include site installations, site upgrades, site builds and civils, site commissioning, maintenance, electronic repairs, reverse logistics management, spare parts management, warehousing and asset management and professional services. The firm offers services to plan, develop, build and maintain telecommunications infrastructure in engagements from OEM (Vendor) to Operator to Consumer, offering an end to end one stop solution, the company eliminate the need to source, appoint, and manage separate contractors for site planning, acquisitions, material procurement, installations, upgrades, maintenance, reverse logistics management, warehousing and spare parts management and electronic repairs. Molapo Technology Connects People through building telecom network infrastructure, maintenance and repairs and supported by reverse logistics management expertise and warehouse management . The company was founded in 1996 and is headquartered in Centurion, South Africa.

Suppliers
NXP Semiconductors NV Industrial Machinery & Manufacturing | Eindhoven, NB

NXP Semiconductors N.V. (NASDAQ: NXPI) provides High Performance Mixed Signal and Standard Product solutions that leverage its leading RF, Analog, Power Management, Interface, Security and Digital Processing expertise. These innovations are used in a wide range of automotive, identification, wireless infrastructure, lighting, industrial, mobile, consumer and computing applications. A global semiconductor company with operations in more than 25 countries, NXP posted unaudited revenue of $4.36 billion in 2012

Infineon Technologies AG Semiconductors | Munich, BV

Infineon Technologies focuses on the three central challenges facing modern society: Energy Efficiency, Mobility and Security and offers semiconductors and system solutions for automotive and industrial electronics and chip card and security applications. Infineon’s products stand out for their reliability, their quality excellence and their innovative and leading-edge technology in analog and mixed signal, RF and power as well as embedded control. With a global presence, Infineon operates through its subsidiaries in the USA from Milpitas, California, in the Asia-Pacific region from Singapore, and in Japan from Tokyo. In the 2012 fiscal year (ending September 2012), the company reported sales of 3.9 billion Euro

Evolving Systems, Inc. Other Business & Consulting Services | Englewood, CO

Evolving Systems, Inc. provides real-time digital engagement solutions and services to the wireless, wireline and cable markets. Its portfolio includes customer acquisition and activation, and customer value management. The company also provides eSIM and SIM solutions. Evolving Systems was founded in 1985 and is headquartered in Englewood, CO.