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
- Record Q4 bookings and strong subscription growth, but FX pressured sales and margins.YUBICO
Q4 202512 Feb 2026 - Subscription growth and digital identity innovation drive leadership in cybersecurity.YUBICO
Investor Day 20253 Feb 2026 - Net sales up 36.3%, bookings up 65.5%, with strong margins and EMEA-led growth.YUBICO
Q2 20241 Feb 2026 - Net sales rose 44.8% and bookings 53% in Q3 2024, with strong margins and sector growth.YUBICO
Q3 202414 Jan 2026 - Bookings up 43% and net sales up 27.6% in 2024, with Q4 gross margin at 84.1%.YUBICO
Q4 202423 Dec 2025 - Subscription and ARR growth offset sharp declines in net sales and profitability.YUBICO
Q2 202523 Nov 2025 - Sales and ARR grew strongly, but bookings and margins were pressured by market caution.YUBICO
Q1 202521 Nov 2025 - Net sales fell 7.2%, but subscription and ARR growth remained strong.YUBICO
Q3 202512 Nov 2025