8-K

UNITED STATES

SECURITIES AND EXCHANGE COMMISSION

Washington, D.C. 20549

FORM 8-K

CURRENT REPORT

Pursuant to Section 13 or 15(d) of

the Securities Exchange Act of 1934

September 18, 2017

Date of Report (Date of earliest event reported)

MONOTYPE IMAGING HOLDINGS INC.

(Exact name of registrant as specified in its charter)

Delaware	001-33612	20-3289482
(State or Other Jurisdiction of Incorporation)	(Commission File No.)	(IRS Employer Identification No.)

600 Unicorn Park Drive

Woburn, Massachusetts 01801

(Address of Principal Executive Offices, including Zip Code)

Registrant’s telephone number, including area code: (781) 970-6000

Not Applicable

(Former Name or Former Address, if Changed Since Last Report)

Check the appropriate box below if the Form 8-K filing is intended to simultaneously satisfy the filing obligation of the registrant under any of the following provisions (see General Instruction A.2. below):

☐ Written communications pursuant to Rule 425 under the Securities Act (17 CFR 230.425)

☐ Soliciting material pursuant to Rule 14a-12 under the Exchange Act (17 CFR 240.14a-12)

☐ Pre-commencement communications pursuant to Rule 14d-2(b) under the Exchange Act (17 CFR 240.14d-2(b))

☐ Pre-commencement communications pursuant to Rule 13e-4(c) under the Exchange Act (17 CFR 240.13e-4(c))

Indicate by check mark whether the registrant is an emerging growth company as defined in Rule 405 of the Securities Act of 1933 (§230.405 of this chapter) or Rule 12b-2 of the Securities Exchange Act of 1934 (§240.12b-2 of this chapter).

Emerging growth company  ☐

If an emerging growth company, indicate by check mark if the registrant has elected not to use the extended transition period for complying with any new or revised financial accounting standards provided pursuant to Section 13(a) of the Exchange Act.  ☐

Item 7.01 Regulation FD.

Monotype Imaging Holdings Inc. (the “Company”) is furnishing the attached information slides attached hereto as Exhibit 99.1, which it or its spokespersons may discuss with third parties from time to time.

The furnishing of the attached information slides is not an admission as to the materiality of any information therein. The information contained in the slides is summary information that is intended to be considered in the context of more complete information included in the Company’s filings with the U.S. Securities and Exchange Commission (the “SEC”) and other public announcements that the Company has made and may make from time to time by press release or otherwise. The Company undertakes no duty or obligation to update or revise the information contained in this report, although it may do so from time to time as its management believes is appropriate. Any such updating may be made through the filing of other reports or documents with the SEC, through press releases or through other public disclosures.

The information included on this Form 8-K pursuant to Item 7.01 (including Exhibit 99.1) shall not be deemed “filed” for purposes of Section 18 of the Securities Exchange Act of 1934, as amended (the “Exchange Act”), or otherwise subject to the liabilities of that Section, nor shall it be deemed incorporated by reference in any filing by the Company under the Securities Act of 1933, as amended, or the Exchange Act, except as expressly set forth by specific reference in such a filing.

Item 9.01 Financial Statements and Exhibits

(d) Exhibits

The following exhibit relating to Item 7.01 shall be deemed to be furnished, and not filed:

99.1 Information slides of Monotype Imaging Holdings Inc.

SIGNATURES

Pursuant to the requirements of the Securities Exchange Act of 1934, as amended, the registrant has duly caused this Current Report on Form 8-K to be signed on its behalf by the undersigned thereunto duly authorized.

	MONOTYPE IMAGING HOLDINGS INC.
September 18, 2017	By:	/s/ Scott E. Landers
		Scott E. Landers
		President and Chief Executive Officer

EX-99.1

Exhibit 99.1

Monotype
Investor Update
September 2017

Safe Harbor
This presentation contains forward—looking statements, including those related to our investment thesis, including scale and expansion, the growth of our brand engagement platforms, our total addressable market and target revenue growth rates, our ability to bridge our customers’ design and marketing needs, our annual customer opportunity revenue amounts, our ability to sustain long—term success based on our unique assets, our ability to generate shareholder returns and our future growth opportunities in our products and services and long term models that involve significant risks and uncertainties, including those discussed in the “Risk Factors” section of Monotype Imaging Holdings Inc.’s Form 10—K and subsequent filings with the SEC. We are providing this information as of today’s date and do not undertake any obligation to update any forward—looking statements contained in this document as a result of new information, future events or otherwise. No forward—looking statement can be guaranteed and actual results may differ materially from those that are projected . Unless otherwise noted herein, all numeric references made in this presentation, including but not limited to Total Addressable Market (TAM), Compounded Annual Growth Rates (CAGR); addressed or addressable markets, market segments, brands, corporations, firms, users or professionals; transaction sizes; the Global 2000; are Monotype Imaging Holdings Inc. internal estimates or market descriptions, as applicable.

Who We Are

Empower expression & engagement Our Vision

Monotype at a Glance — Revenues of over $200 million in 2016 — Generated approximately $60 million of EBITDA in 2016 — History of strong shareholder returns — More than 900 employees globally — Trades on NASDAQ under Ticker TYPE — Headquartered in Woburn, MA Our mission is to be the first place to turn for the design assets, technology and expertise that empower brand engagement, self expression and the best user experiences.

Compelling Investment Thesis Strategy – Extending value proposition to Brands and Creatives by adding creative assets and technology to well—positioned font foundation Scale & Expansion – Targeting large and growing markets Products – Designing solutions to solve critical customer pain points Customers & Partners – Expanding leadership position with Global 2000 Brands Position – Highly differentiated assets create large competitive moat Financials – Prioritizing strong balance sheet and shareholder returns Leadership – Experienced and proven team

What We Do

Marketing Design Brand noun_600357.eps noun_1023.eps noun_526201.eps Our Value Define an impactful visual expression of your brand. Differentiate through authentic, on—brand content. Express your brand consistently across all channels and media. Engage with your best customers with meaningful content. Analyze and draw insight from interactions with your customers. Calibrate your content and communications using this insight.

Image result for nike logo #mypotterybarn Image result for times of london font We Empower Brands with Differentiated Design and Marketing Assets Our Value in Action Consistently expressing the brand across all communications channels with beautiful, relevant and impactful content Finding authentic content from best customers and most passionate advocates, and using insights to improve all expressions of the brand

Type — ~20K of some of the world’s most popular typefaces — Distribution of ~100K typefaces — More than 250 languages supported Technology — Creative tools — Screen imaging tech — Printer imaging tech — 22 patents issued, 24 patents pending Expertise — Custom Design (Monotype Studio) — Development of tech standards — Research ( MIT Partnership) — Engineering Our Foundational Font Value Aa noun_28734.eps noun_95828.eps

Type — ~20K of some of the world’s most popular typefaces — Distribution of ~100K typefaces — More than 250 languages supported Technology — Creative tools — Screen imaging tech — Printer imaging tech — 22 patents issued, 24 patents pending Expertise — Custom Design (Monotype Studio) — Development of tech standards — Research (MIT Partnership) — Engineering Extending Our Value Aa noun_28734.eps noun_95828.eps Assets — Branded fonts, UGC photo and video, emoji , themes , frames, filters Technology — Brand engagement platform — Mobile engagement platform — Analytics — SaaS model Expertise — Custom Design — Development of tech standards — Research — Engineering

2.5 Billion # of Consumer Devices Running Monotype Software 3.5 Million Relationships with Creative Professionals 45 Percent Of Global 2000 Brands Using Monotype IP

Brand 20,000 World—class typefaces 100 Year design legacy 300+ Experts in Type, Design & Technology 60+ M illion daily UGC interactions 1.5 Billion active message users One Platform for engagement

2015—Future Targeting Large & Growing Markets noun_32723.eps noun_693337.eps 2007—2010 noun_526201.eps noun_66561.eps noun_600357.eps noun_1023.eps 1986—2007 2010—2015 Print Consumption Device Consumption Digital Content Brand Engagement The use cases for fonts have grown significantly, and we have strengthened our leadership position by developing innovative solutions along the way. Invented font scaling technology Built printer business Brought font rendering to screens Addressed complex environments (e—ink devices, Asian languages) Content creation standards emerged Began serving broader brand needs New categories of branded content (User Generated Content, branded Emoji) HTML5 advertising, mobile messaging, e—commerce & social media

…to Enhance Value Proposition TAM $3—$4B 2005 TYPE Revenue = $73.8M 2007—2010 2015—Future 1986—2007 2010—2015 TAM $400M TAM $700M TAM $200M Print Consumption Device Consumption Digital Content Brand Engagement And that leadership position serves as the foundation to provide more assets to help our customers succeed in the digital world. 2009 TYPE Revenue = $94M 2015 TYPE Revenue = $192.4M Targeting 10—20% TYPE Revenue CAGR

The Brand Opportunity

Travel Leisure Retail Sports Entertainment Food & Beverage News Food Online Technology Finance Automotive Design Consumer Packaged Goods Healthcare Insurance Manufacturing Media Online Real estate Religion Jewelry Telecommunications Electronics Travel Leisure Retail Sports Entertainment Food & Beverage News Technology Finance Online Leisure Automotive Design Consumer Packaged Goods Healthcare Insurance Manufacturing Retail Sports Media Online Real estate Religion Jewelry Insurance Telecommunications Electronics Travel Leisure Retail Travel Leisure Retail Sports Entertainment Food & Beverage News Technology Finance Automotive Design Consumer Packaged Goods Healthcare Insurance Travel Leisure Retail Manufacturing Media Online Real estate Religion Jewelry Telecommunications Electronics Travel Leisure Retail Sports Entertainment Food & Beverage News Technology Finance Automotive Design Consumer Packaged Goods Healthcare Insurance Manufacturing Media Online Real estate Religion Jewelry Telecommunications Electronics Travel Leisure Retail Sports Entertainment Food & Beverage News Sports Technology Finance Automotive Design Consumer Packaged Goods 45 Percent Of Global 2000 Brands Using Monotype IP

Brand #mypotterybarn Image result for nike logo Image result for times of london font Marketing Design As we bridge our customers’ design & marketing needs, we believe we can unlock holistic annual revenue opportunities of $200K – $500K Annual Customer Opportunity $100K – $200K Annual Customer Opportunity $100K – $300K Branded Marketing Content Desktop, Web Fonts, Apps, Ads Global 2000 Opportunity

— Type + Technology + Expertise — Own or ownership—like rights to ~20K of world’s most popular typefaces — Trademarks are perpetual — Core to printer standards — Proprietary technology — Brand choice is long lasting — Diversified across industries, geographies and channels — First mover in new and expanding market — Omni—channel capability — Analytics platform — Machine learning strengthens technology on behalf of customer over time — Trusted advisor badge earned over decades of relationship building with G2K brands — Deepened relationship with addition of other assets — Vision to combine discovery, curation and distribution of assets and engagement analytics into single platform for brands Type Olapic Combined Unique assets advantageously position Monotype for long—term success within the industry. Differentiated Assets Create Competitive Moat

Financial Update

Growth and Profitability $mm FY17G FY16 FY15 Revenue $229.0—$237.0 $203.4 $192.4 Gross Margin 80—82% 81.5% 82.0% na EBITDA $47.5—$54.1 $59.8 $71.0 Continuing to grow top line, generate healthy margins and add shareholder returns through dividend/buybacks while managing through transformation.

$0 $50 $100 $150 $200 $250 2014 2015 2016 PF Non-Recurring Predictable SaaS Recurring 1. Highly recurring, predictable and diversified revenue streams 2. New initiatives are expanding the recurring base 3. Current investment supports expansion of long term recurring base 4. Operational leverage expected as new initiatives mature Revenue by Type ($mm) Key Highlights FIX Highly Recurring & Predictable Revenue Streams Supporting Leverage able Business Model

Investing in the business Inorganic growth Returns to shareholders Committed to achieving the right balance between investing in our business, growing our market share and returning capital to shareholders. $mm FY16 FY15 Cash $91.4 $87.5 Debt $105.0 $0 Operating Cash Flow $40.7 $53.4 % of na EBITDA 68% 75% Returned to Shareholders 1 $23.1 $33.7 % of na EBITDA 39% 48% Strong Cash Flow Profile Supports Ongoing Program of Shareholder Returns

Ongoing Investments Against Significant G rowth Opportunity CP Core Acceleration of HTML5 Adoption, expanded usage and recurring revenue with simplified licensing models Desktop, web fonts, early days of HTML5 Today Future 20—25% of 11,000 global brands 15—20%+ growth CP ( Olapic / Swyft ) Stabilization of printers, maturation of auto, and evolving use cases Significant penetration across many device categories OEM 0—3%+ growth Consolidated Traditional TYPE Expanded TAM Revenue growth 10—20% 75—90% of revenue 10—25% of revenue Gross margins 78—82% 81% 75% naEBITDA 28—32% 34—40% 10—30% Long Term Model Reconciliations of all non—GAAP measures are available at www.monotype.com 5% of 11,000 global brands

Quarterly Financial Results Q2’17 Financial Highlights — 19% Year over Year growth Creative Professional grew 31% 60% of printer revenue now fixed — Inflection point for net adjusted EBITDA — Key metrics at higher end of guidance range $48.7 $52.2 $52.6 $52.5 $57.8 REVENUE Q216 Q316 Q416 Q117 Q217 $30.0 $36.6 $41.8 $42.7 $44.8 OPERATING EXPENSES Q216 Q316 Q416 Q117 Q217 $17.1 $15.5 $10.6 $9.4 $11.7 NET ADJUSTED EBITDA Q216 Q316 Q416 Q117 Q217

Measuring Success with a Recurring and Leverage able Business Model Continued Creative Professional Momentum OEM Stabilization Olapic ARR Global 2000 Penetration Building upon Monotype’s strong core with a transformation plan to fuel growth and value for shareholders.

Experienced and Proven Leadership Team Deep bench of talent with decades of experience and expertise in: — Marketing & Branding — Font Design — Innovation & Technology — Customer Intimacy — Omni—channel Distribution: Digital commerce, Enterprise Sales & Partnerships — Public Company & Global Management Ben Semmes EVP, Market Strategy & Sales Scott Landers President & CEO Steve Martin EVP & Chief Innovation Officer Janet Dunlap EVP & General Counsel Tony Callini EVP & CFO

Compelling Investment Thesis Strategy – Extending value proposition to Brands and Creatives by adding creative assets and technology to well—positioned font foundation Scale & Expansion – Targeting large and growing markets Products – Designing solutions to solve critical customer pain points Customers & Partners – Expanding leadership position with Global 2000 Brands Position – Highly differentiated assets create large competitive moat Financials – Prioritizing strong balance sheet and shareholder returns Leadership – Experienced and proven team

Thank You