Logitech International S.a. · SIX:LOGN
Logitech International — Investor Day (March 2018)
36 slides from Logitech International's investor day presentation, Mar 6, 2018
Slide 1: Analyst and Investor Day
Slide 2: Forward-Looking Statements
FORWARD-LOOKING STATEMENTS This presentation includes forward-looking statements within the meaning of the U.S. federal securities laws, including, without limitation, statements regarding: projected fiscal year 2018 sales, sales growth, strategic growth, operating income, gross profit, gross margin
Slide 3: Strategy & Outlook
STRATEGY & OUTLOOK Bracken Darrell President and CEO
Slide 4: What's Our Story ... So Far
_ WHAT’S OUR STORY .. . SO FAR
Slide 5: We Were a PC Platform Growth Story
WE WERE A PC PLATFORM GROWTH STORY OL (om) RIGA] © AMA A IKC)
Slide 6: Trees, Plants, Seeds
Slide 7: We Are Now a Cloud Platform Growth Story
WE ARE NOW A CLOUD PLATFORM GROWTH STORY VIDEO CONFERENCING SMART HOME GAMING MUSIC
Slide 8: Circa Fiscal Year 2013
CIRCA FISCAL YEAR 2013 Total net retail Strategic growth Non-GAAP sales growth as % of sales operating income FY13 FY13 FY13 Note: Growth is based on net retail sales and comparisons are YoY in constant currency.
Slide 9: Fast Forward to Fiscal Year 2018
FAST FORWARD TO FISCAL YEAR 2018 Total net retail Strategic growth Non-GAAP sales growth as % of sales operating income FY13 FY18E FY13 FY18E FY13 FY18E Note: Growth is based on net retail sales and comparisons are YoY in constant currency.
Slide 10: How Did We Get Here
Slide 11: Building a Sustainable Growth Business
BUILDING A SUSTAINABLE GROWTH BUSINESS MULTI-CATEGORY MULTI-BRAND CULTURE GO-TO-MARKET MARKETING OPERATIONS ; \ N 7 ~~ ee ee ee ee ee ee ee ee eee
Slide 12: Design & Engineering
DESIGN & ENGINEERING From great products to great experience
Slide 13: Design & Engineering
DESIGN & ENGINEERING From product design to experience design From hardware-only to hardware plus software From 100% external design as a service to internal design as an obsession Quietly created one of the most effective internal design firms in the world
Slide 14: Design award-winning products
G810 - Good Design, Red Dot Pro IDA Silver, iF K780 - IDEA, IDA Silver, iF, Red Dot Best of the Best M720 BRIO G900 IDA Bronze, Red Dot IDA Silver, iF, Red Dot iF, Good Design Good Design CIRCLE MEGABOOM SPOTLIGHT G231 BASE IDA Gold, Good Design, IDA Silver, iF, Red Dot IDA Silver, Red Dot iF, Red D
Slide 15: We Are #1 in Design Award per Sales $
WE ARE #11N DESIGN AWARD PER SALES $ Total awards per billion $ in sales F4ST@MPANY 2- 2017 INNOVATION BY (QD DESIGN AWARDS HONORABLE MENTION ABcCpbDEF GH! J KLELmMNOP ARS = (=) INNOVATION GOOD AWARDS DESIGN 2018 Note: Figures are based on total number of 2017 reddot and iF awards divided by total c
Slide 16: We Are #1 in Design Award per Sales $
WE ARE #11N DESIGN AWARD PER SALES $ Total awards per billion $ in sales F4ST@MPANY 2- 2017 INNOVATION BY (QD DESIGN AWARDS HONORABLE MENTION ABcCcbDEF GH! J KL MNOP QRS = AWARDS DESIGN Logitech 2018 Note: Figures are based on total number of 2017 reddot and iF awards divided by total company sales.
Slide 17: Fast Company Top Innovative Design Company
FAST COMPANY TOP 10 INNOVATIVE DESIGN COMPANY THE WORLD'S MOST (NNOVATIVE COMPANIES 2018 HONOREES BY SECTOR
Slide 18: Marketing
Slide 19: Logitech
&: Logitech
Slide 20: Logitech
logitech
Slide 21: Logitech
HY’ G logit&e!
Slide 22: Jaybird
Slide 23: Ultimate Ears
Slide 24: Logitech
logitech * AsveECo eal:
Slide 25: Go-to-Market
Slide 26: Way Beyond Retail
WAY ~~ ~—_—_ RETAIL Retail sl g»
Slide 27: Way Beyond Retail
WAY ~~ RETAIL Retail On-line ay bg
Slide 28: Way Beyond Retail
WAY ~—__ RETAIL Retail On-line Telcos s@. a & will | ae
Slide 29: Way Beyond Retail
WAY ~—__ RETAIL Retail On-line Telcos B2B sl i, viii || Sem & A eft
Slide 30: Way Beyond Retail
WAY ~~ ~—_—_ RETAIL New Retail On-line Telcos B2B channels sl
Slide 31: Culture
Slide 32: gs trend, based on all locations and current emplo 2013 and Today is February
gs trend, based on all locations and current emplo 2013 and Today is February 2018.
Slide 33: Culture
CULTURE Return to small company roots Flat structure Humble and open ... Yet hungry Willing to try more new things
Slide 34: Are We
ARE WE
Slide 35: OLDEST _ NESMamr ile” STs)
OLDEST _ NESMamr ile” STs)
Slide 36: Logitech
logitech