Release Date: February 28, 2025
For the complete transcript of the earnings call, please refer to the full earnings call transcript.
Q: How does the Anonybit partnership impact Fingerprint Cards' cloud strategy? A: Adam Philpott, CEO, explained that Anonybit is their core partner in the cloud, providing essential capabilities for ingesting edge biometric signals and integrating them into company workflows to replace passwords. They are co-developing with Anonybit to enter the market and build additional capabilities, focusing on the identity lifecycle from onboarding to offboarding.
Q: What are the revenue expectations from the new partnerships in 2025 and 2026? A: Adam Philpott stated that while they do not provide specific revenue guidance, they are cautiously optimistic about the revenue opportunities from these partnerships. They are balancing investments to avoid additional cash burns while pursuing software ARR opportunities in the cloud and growth in the edge business.
Q: How does Fingerprint Cards plan to commercialize the All Key technology? A: Adam Philpott mentioned that they aim to provide customers with tools to enhance their products with superior identity solutions. The strategy involves reducing dependency on Fingerprint Cards for technical integration, allowing customers to embed the technology independently. They are leveraging partnerships, such as with Future Electronics, to scale globally.
Q: What lessons from the PC and mobile sectors can be applied to the payment market? A: Adam Philpott noted that the payment market is evolving, with biometric payments being a significant area of focus. They are leveraging their existing investments and partnerships to explore payment as a feature on multifunction smart cards, rather than standalone products, and are well-positioned to capitalize on this evolving market.
Q: What is the potential for patent monetization at Fingerprint Cards? A: Adam Philpott highlighted that they are actively working with partners to monetize their patent portfolio. While the process is complex and time-consuming, they have a strategic plan in place and view it as a low-cost, high-potential opportunity.
For the complete transcript of the earnings call, please refer to the full earnings call transcript.
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