DbAccess Berlin Conference Friday, 7th of June 2019 - Bernd Groß Chief Technology Officer Software AG
←
→
Page content transcription
If your browser does not render page correctly, please read the page content below
dbAccess Berlin Conference Friday, 7th of June 2019 Bernd Groß Chief Technology Officer Software AG © 2019 Software AG. All rights reserved.
Vibration Fuel levels Temperature THE IO-KEY FROM IFM (AUTOSEN) 8 | © 2019 Software AG. All rights reserved.
CUMULOCITY IOT CUSTOMERS & PARTNERS HIGHLIGHT INDUSTRIAL, TELCO PROVIDERS AND SMART EQUIPMENT 10 | © 2019 Software AG. All rights reserved.
OUR ROLE IN THE MINDSPHERE ARCHITECTURE EXTENDS WAYS TO SEND DATA INTO MINDSPHERE MindConnect API MindConnect Integration • Simplified integration of application data into MindSphere • Combine machine data with data out of our applications, on premise or in the cloud MindConnect IoT Extensions • Extends range of IIoT devices • Combines device identity, asset and software management • Use other customizable software agents on custom devices 13 | © 2019 Software AG. All rights reserved.
OPERATIONAL EXCELLENCE, NEW BUSINESS MODELS AND CUSTOMER INTIMACY FULLY EMBRACE ‘A TRULY CONNECTED WORLD’ A TSUNAMI OF DEMAND IS MOVING INNOVATIONS ‘MICRO’ APPLICATION FROM DATA ACQUISITION WILL BE INCREASINGLY IS EMERGING TO DATA INTEGRATION BASED ON PLATFORMS 14 | © 2019 Software AG. All rights reserved.
SOFTWARE AG HAS A UNIQUE OFFERING IN AN EARLY MARKET We combine integration, IoT and platform enabled innovations based on distributed architectures A truly connected world is the new reality Leapfrogging to Hybrid Integration & Distributed Architectures (Cloud & Edge) Co-Innovations with Customers & Partners is key 16 |
FOCUS IN ACTION – INTEGRATION • Integration: a big problem for enterprise 2022 • It’s only getting bigger • A business-level, front-line problem $18bn IoT & API iPaaS Analytics 2017 50% Customer integration opportunity $12bn Integration Platform Market TAM Legacy stack and existing architecture Source: Gartner 17 | © 2019 Software AG. All rights reserved.
FOCUS IN ACTION – IOT & ANALYTICS 2023 Create replicable Industrial IoT solutions $25.6bn Scale OEM Telecommunications parterships 2017 18% CAGR $9.5bn IoT Platform 2018TAM - Insurance/Financial Cumulocity and 2023 Services System Integrators Source: McKinsey 18 | © 2019 Software AG. All rights reserved.
OUR AMBITION (MEDIUM TERM) Multi 85 - 90% Channel Recurring Partner Eco- Revenue • Accelerated growth System (Products) Revenue • Higher quality and higher 10%+ CAGR visibility of revenues (Digital Business) • Good margin and cash Profitable generation 30%+ Strong Free Operating Cash Flow Margin 19 |
SAFE-HARBOR-STATEMENT This presentation includes forward-looking statements based on the beliefs of Software AG management. Such statements reflect current views of Software AG with respect to future events and results and are subject to risks and uncertainties. Actual results may vary materially from those projected here, due to factors including changes in general economic and business conditions, changes in currency exchange, the introduction of competing products, lack of market acceptance of new products, services or techno- logies and changes in business strategy. Software AG does not intend or assume any obligation to update these forward-looking statements. This presentation constitutes neither an offer nor recommendation to subscribe or buy in any other way securities of Software AG or any of the companies that are members of the Group at present or in the future, nor does it form part of such an offer and it should not be understood as such. This presentation does not constitute an offer of sale of securities in the United States of America. Securities may not be offered or sold in the United States of America without registration or exemption from registration in accordance with the U.S. Securities‘ Act of 1933 in its currently valid form. 20 | © 2019 Software AG. All rights reserved.
INVESTOR RELATIONS Uhlandstrasse 12 64297 Darmstadt Germany Telephone: +49 (0) 6151 / 92 1900 Fax: +49 (0) 6151 / 9234 1900 softwareag.com E-Mail: investor.relations@softwareag.com 21 | © 2019 Software AG. All rights reserved.
22 | © 2019 Software AG. All rights reserved.
You can also read