Yubico (YUBICO) SEB Nordic Seminar presentation summary
Event summary combining transcript, slides, and related documents.
SEB Nordic Seminar presentation summary
16 Jan, 2026Cybersecurity landscape and threats
Phishing attacks have increased by over 150% annually in the past six years, highlighting escalating cyber risks.
AI-generated phishing emails are becoming harder to distinguish from human-written ones, increasing the threat level.
Legacy multi-factor authentication (MFA) methods are vulnerable to fake login pages and AI-driven attacks.
Security solutions and effectiveness
Hardware passkeys like YubiKey eliminate account takeovers, with 0% hijacking attempts succeeding in a case study.
YubiKey deployment resulted in four times faster logins and a 50% reduction in secondary email and phone number reliance.
Modern MFA using FIDO credentials stops AI-based cyber attacks at scale, as attackers cannot access the authenticator.
Customer base and industry reach
Trusted by major global brands across tech, finance, public sector, and education, including Amazon, Google, Microsoft, and government agencies.
Bookings are more balanced across public sector, financial, tech, media & telecom, and manufacturing industries in 2025.
Latest events from Yubico
- Q2 net sales up 12%, EBIT margin at 14.4%, and subscription sales rose 23.4%.YUBICO
Q2 2026 - Net sales fell but recurring revenue and cost-saving measures improved the outlook.YUBICO
Q1 2026 - Record Q4 bookings and strong subscription growth, but FX pressured sales and margins.YUBICO
Q4 2025 - YaaS growth, stable margins, and digital identity innovation drive recurring revenue leadership.YUBICO
Investor Day 2025 - Net sales fell 7%, but subscription revenue and ARR grew strongly in Q3 2025.YUBICO
Q3 2025 - Net sales rose 44.8% and bookings 53% in Q3 2024, with strong margins and sector growth.YUBICO
Q3 2024 - Net sales up 36.3%, bookings up 65.5%, with strong margins and EMEA-led growth.YUBICO
Q2 2024 - Sales and ARR grew strongly, but bookings and margins were pressured by market caution.YUBICO
Q1 2025 - Bookings up 43% and net sales up 27.6% in 2024, with Q4 gross margin at 84.1%.YUBICO
Q4 2024