Yubico Unveils Long-Term Growth Strategy and Vision at Debut Investor Day

Yubico Hosts Inaugural Investor Day amid Rising Cybersecurity Demand

Tuesday,November 4,2025,7:00 AM

Stockholm,Sweden – Yubico,a leading innovator in hardware security keys and passkey technology,is set to host its first investor Day on November 19,2025,offering a thorough outlook on its long-term growth strategies.

Company to Detail Strategic vision for Future Growth

Yubico (NASDAQ STOCKHOLM: YUBICO) will welcome investors, analysts, and members of the press to both an in-person event and a live webcast originating from its headquarters in Stockholm. The event signifies a pivotal moment for the company as it solidifies its position in the rapidly evolving cybersecurity landscape.

Chief Executive Officer Mattias Danielsson, alongside key members of the executive leadership team, will lead the presentations. Attendees can anticipate an in-depth exploration of the company’s business model, its distinctive competitive advantages, and its roadmap for sustained growth.Discussions will encompass burgeoning industry trends, the escalating threat of cyberattacks, and the unique value proposition that Yubico delivers.

Key Presentation Highlights

The Investor Day agenda includes detailed insights into several critical areas:

• Industry Dynamics: A comprehensive analysis of the current and projected growth in cybersecurity threats and the importance of robust authentication methods.
• Technological Differentiation: A deep dive into the core technologies that set Yubico apart from its competitors, including its leadership in passkey and hardware key solutions.
• Customer Success Stories: Real-world examples showcasing the impact of Yubico’s solutions across diverse sectors and its expanding client base.
• strategic Roadmap: A detailed overview of the company’s plans for future innovation, market expansion, and strategic partnerships.
• Executive Q&A: An interactive session providing attendees with the opportunity to engage directly with the leadership team.

The Growing need for Hardware-Backed Authentication

The timing of Yubico’s Investor Day aligns with a period of surging demand for enhanced cybersecurity measures. Recent data from the INTERPOL indicates a 69% increase in reported cybercrimes in 2024, highlighting the urgent need for more secure authentication protocols. Hardware security keys, like those offered by yubico, provide a critical layer of protection against phishing attacks and account takeovers, bolstering digital security for individuals and organizations alike.

According to a report by Gartner, the market for user authentication is expected to reach $45 billion by 2027, demonstrating the significant investment being made in securing digital identities. Yubico is strategically positioned to capitalize on this growth, with its established reputation and innovative solutions.

Event Details & Registration

Investors, analysts, and press are invited to participate in the Investor Day, either in person or through the live webcast. Registration is required and can be completed through the Yubico Investor Relations website: https://yubico.events.inderes.com/investor-day-2025. Presentation materials and a recorded version of the webcast will be made accessible on the same website following the event.

Understanding Hardware Security Keys and Passkeys

Hardware security keys offer a significant improvement over traditional passwords and even SMS-based two-factor authentication. They physically verify the user’s identity, making it extremely challenging for attackers to gain unauthorized access. Passkeys, built upon the FIDO Alliance standards that Yubico helped create, represent the next evolution in passwordless authentication, offering an even more seamless and secure user experience.

Did You Know? Phishing attacks accounted for over 35% of all data breaches in 2024, according to the Verizon Data Breach Investigations Report.

frequently Asked Questions: Yubico & Secure Authentication

Do you think hardware security keys will become the standard for online authentication? Share your thoughts in the comments below!

What are the key market drivers fueling Yubico’s projected growth?

Expanding the Security Key Landscape: Core Pillars of Yubico’s Future

At its inaugural investor Day held yesterday,Yubico,the leading provider of hardware security keys,detailed a comprehensive long-term growth strategy focused on expanding its market reach,diversifying its product portfolio,and solidifying its position as the cornerstone of passwordless authentication and broader security solutions. The event, attended by analysts and investors, outlined a clear roadmap for sustained growth in the rapidly evolving cybersecurity landscape. Key themes revolved around scaling operations, driving innovation in hardware security, and capitalizing on the increasing demand for multi-factor authentication (MFA).

Market Opportunity & Growth Drivers

Yubico highlighted several key market drivers fueling its projected growth:

* Passwordless Authentication Adoption: The shift towards passwordless authentication, driven by usability concerns and security vulnerabilities associated with passwords, represents a significant opportunity. Yubico is uniquely positioned to benefit from this trend with its FIDO2-certified security keys.

* Increasing Cybersecurity Threats: The escalating frequency and sophistication of cyberattacks, including phishing and account takeover attempts, are driving organizations to adopt stronger authentication methods. Cybersecurity solutions like Yubico’s are becoming essential.

* Regulatory Compliance: Increasingly stringent data privacy regulations, such as GDPR and CCPA, are forcing organizations to enhance their security posture, further boosting demand for robust authentication solutions.

* Remote Work & Zero Trust Architectures: The rise of remote work and the adoption of Zero Trust security models necessitate strong authentication mechanisms to verify user identities regardless of location.

Product Roadmap: Beyond the Security key

While the YubiKey remains central to Yubico’s strategy, the company unveiled plans to expand its product offerings beyond its core hardware security key. This includes:

* YubiPass: A new, cloud-managed passwordless authentication solution designed for enterprises seeking a simplified deployment and management experience.This expands Yubico’s reach into larger organizations.

* Managed PKI Solutions: Leveraging its hardware security expertise, Yubico is developing managed Public Key Infrastructure (PKI) solutions, offering secure certificate management and digital signing capabilities.

* Enhanced YubiKey functionality: Continued investment in the YubiKey platform, including support for new protocols and features, such as advanced smart card capabilities and biometric authentication.

* YubiHSM as a Service: Expanding access to its Hardware Security Module (HSM) technology through a cloud-based service, catering to developers and organizations requiring high levels of cryptographic security.This addresses the growing need for HSM solutions.

Financial Projections & Key Performance Indicators

Yubico management presented aspiring financial projections, forecasting significant revenue growth over the next five years. Key performance indicators (KPIs) highlighted included:

* Annual Recurring Revenue (ARR): A focus on increasing ARR through subscription-based services like YubiPass and managed PKI.

* enterprise Customer Acquisition: Expanding the enterprise customer base through direct sales and partnerships with leading security vendors.

* channel Partner Program Expansion: Strengthening the channel partner program to broaden market reach and accelerate sales.

* Gross Margin Enhancement: Optimizing manufacturing processes and leveraging economies of scale to improve gross margins.

Strategic Partnerships & Ecosystem Advancement

Yubico emphasized the importance of strategic partnerships in driving adoption and expanding its ecosystem. Notable collaborations include:

* Microsoft: Deep integration with Microsoft Azure Active directory and Microsoft authenticator, enabling seamless passwordless authentication for Microsoft 365 users.

* Google: Continued collaboration with Google on FIDO2 standards and integration with Google Workspace.

* Okta: Partnership to provide YubiKey integration with okta’s Identity Cloud, offering customers a comprehensive identity and access management solution.

* AWS Marketplace: Availability of YubiKey and related services on the AWS Marketplace, simplifying procurement for AWS customers.

Addressing the Growing Demand for Hardware-Backed Security

The Investor Day underscored Yubico’s commitment to hardware-backed security as the most robust defense against modern cyber threats. The company’s focus on FIDO2 authentication, WebAuthn, and CTAP standards positions it at the forefront of the passwordless revolution. Yubico’s hardware security keys provide a phishing-resistant layer of security that software-based authentication methods simply cannot match. This is particularly crucial in industries like finance, healthcare, and government, where data security is paramount. The company also discussed its ongoing efforts to combat SIM swapping and other account takeover techniques.

Benefits of Yubico’s Approach

* Enhanced Security: Hardware security keys provide a significantly higher level of security compared to passwords, SMS codes, or software-based authenticators.

* Phishing Resistance: YubiKeys are immune to phishing attacks, as they require physical presence and cryptographic verification.

* Improved User Experience: passwordless authentication with YubiKey is faster and more convenient then conventional methods.

* reduced IT Costs: Elimin