Ecloudvalley Digital Technology Co., Ltd. · TWSE:6689
Ecloudvalley Digital Technology — Institutional Investors Conference, Uni-President Securities, Taipei 2026
45 slides from Ecloudvalley Digital Technology's conference presentation, Mar 31, 2026
Slide 1: eCloudvalley Digital Technology
伊雲谷數位科技股份有限公司 eCloudvalley Digital Technology (6689 TT) Diana Wu Mar 31, 2026
Slide 2: Disclaimer
Disclaimer • The information contained in this confidential document ("Presentation") has been prepared by eCloudvalley (the "Company"). It has not been fully verified and is subject to material updating, revision and further amendment. • While the information contained herein has been prepared in g
Slide 3: eCloudvalley Digital Technology: Since 2013
eCloudvalley Digital Technology Since 2013 Your Trusted Cloud Partner 1st AWS Premier Tier Services Partners in Greater China 1000+ Cloud certifications Capital : NT$ 680 million Revenue in 2025 : NT$ 12.4 billion 650+ employees worldwide At the end of 2025 3 © 2022 eCloudvalley Digital Technology C
Slide 4: CloudRiches, eCloudEdge, NeuroBrain, CloudSeal subsidiaries
雲馥數位 CloudRiches 雲界數位 eCloudEdge CloudRiches is the first company in Taiwan to achieve Microsoft eCloudEdge is a startup team that brings together experts from both MSP certification, specializing in comprehensive Microsoft cloud Information Technology (IT) and Operational Technology (OT) fields, pr
Slide 5: How eCloudvalley Can Help Your Business
How eCloudvalley Can Help Your Business Stage 4 Stage 3 Stage 2 With an agile methodology, Building strong relationships with our clients based on trust, transparency, and we act quickly and stay mutual respect is of utmost We put the client's needs and flexible to adapt to changes. importance to us
Slide 6: AI Demand Drives Global Cloud Market Growth
AI Demand Drives Global Cloud Market Growth © 2023 eCloudvalley Digital Technology Co.,Ltd. or its affiliates All Rights Reserved Redefine IT with Cloud
Slide 7: AI Demand Drives Global Cloud Market Growth
AI Demand Drives Global Cloud Market Growth Source: statista: AI Boom: Global Cloud Market Grows to $419 Billion in 2025, by Felix Richter, Feb 9, 2025 https://www.statista.com/chart/34022/cloud-infrastructure-service-revenues/?srsltid=AfmBOoq9ChuzeHwGpjufRo9_ZR-JSRxWA1Tl4M81nVWbGWdQpmXZIPHi © 2023
Slide 8: Big Tech's AI Spending to Surge in 2026
Big Tech’s AI Spending to Surge in 2026 Source: Tech’s AI-Fueled Spending Surge, by Felix Richter, Feb 9, 2026; https://www.statista.com/chart/35046/capital-expenditure-of-meta-alphabet-amazon-and-microsoft/ © 2023 eCloudvalley Digital Technology Co.,Ltd. or its affiliates All Rights Reserved Redefi
Slide 9: Worldwide market share of cloud service providers in 4Q 2025
Worldwide market share of cloud service providers in 4Q 2025* Source: Big Three Hold Dominant Lead in Accelerating Cloud Market, by Felix Richter, Feb 9, 2026 https://www.statista.com/chart/18819/worldwide-market-share-of-leading-cloud-infrastructure-service-providers/?srsltid=AfmBOoruPW2lSidSUx71bG
Slide 10: AI Agents Market Size & Forecast
AI Agents Market Size & Forecast 2026-2033 CAGR：49.6% Source: Grand view Research, AI Agents Market (2026-2033); https://www.grandviewresearch.com/industry-analysis/ai-agents-market-report © 2023 eCloudvalley Digital Technology Co.,Ltd. or its affiliates All Rights Reserved Redefine IT with Cloud
Slide 11: Enterprise adoption of AI agents is accelerating
Enterprise adoption of AI agents is accelerating Gartner predicts 40% of enterprise apps will feature task-specific AI Agents by 2026, up from less than 5% in 2025 Source: Garter, Aug 26, 2025; https://www.gartner.com/en/newsroom/press-releases/2025-08-26-gartner-predicts-40-percent-of-enterprise-ap
Slide 12: eCloudvalley Wins Business Weekly AI Innovation Top 100 Silver Award
eCloudvalley Wins Business Weekly “AI Innovation Top 100” Silver Award • eCloudvalley participated in the Business Weekly “AI Innovation Top 100 Awards” with its self- developed AI Agents, which comprehensively enhance applications across MSP (Managed Service Provider), MSSP (Managed Security Servic
Slide 13: Sustainable Growth Strategies
Sustainable Growth Strategies © 2023 eCloudvalley Digital Technology Co.,Ltd. or its affiliates All Rights Reserved Redefine IT with Cloud
Slide 14: Sticky Customer Base and Recurring Model Drive Strong Revenue Visibility
Sticky Customer Base and Recurring Model Drive Strong Revenue Visibility Quarterly Cloud revenue: Recurring Land and expand approach: Aggressive in growing customer revenue with strong visibility base to drive future growth Customer Acquisition Value phase YR1 YR2 YR3 YR4 YR5 …… Time Migrate more wo
Slide 15: Land and Expand Growth Strategy
Land and Expand Growth Strategy AI/AI Agent Cyber Security Data Analytics/ML More services per customer Database/ ERP/ CRM MSP / MSSP IaaS/PaaS (Public Cloud Service) Increase net new customers (focus on enterprise customers) © 2023 eCloudvalley Digital Technology Co.,Ltd. or its affiliates All Righ
Slide 16: 3 Dimension Growth Strategies
3 Dimension Growth Strategies: New Cloud Services + Competencies + Geographical Expansion ... Current Three dimensional investments to drive sustainable growth ASEAN More competencies, include data analytics/AI, DB China freedom, security, etc. Hong Kong 16 Taiwan
Slide 17: Global Expansion, Local Empowerment
Global Expansion, Local Empowerment eCloudvalley has offices in 11 countries across the globe. We provide local and customized managed services with the option of 24/7 technical support, ensuring that our customers get the support they need, regardless of where they are. Cloud Experts ► 300+ Cloud S
Slide 18: Transform Your Business With Our Cloud Solutions
Transform Your Business With Our Cloud Solu ons © 2025 eCloudvalley Digital Technology Co., Ltd. or its affiliates. All Rights Reserved. Redefine IT with Cloud 18
Slide 19: eCloudvalley, Your Gateway to Comprehensive Cloud Expertise
eCloudvalley, Your Gateway to Comprehensive Cloud Expertise eCloudvalley helps enterprises achieve digital transformation through cloud infrastructure, cybersecurity, AI, and big data services. With proprietary platforms and products, it delivers efficient transformation and comprehensive AIoT solut
Slide 20: Industry-Leading Expertise
Industry-Leading Expertise Our professional services encompasses over 6 distinct industries worldwide. Public Sectors & Software & Technology & eCommerce & Gaming Telcos & Media Financial Internet Manufacturing Retail Services Local Government Mobile Gaming Multi-media & Semiconductors Ticketing Pla
Slide 21: Our Clients Worldwide
Our Clients Worldwide We help customers at all levels accelerate their digital transformation journey. © 2024 eCloudvalley Digital Technology Co., Ltd. or its affiliates All Rights Reserved Redefine IT with Cloud 21
Slide 22: Globally Recognized Cloud Leader
Globally Recognized Cloud Leader High-rated Public Cloud Managed and Professional Services Providers (MSP) in Asia Pacific region. ChannelE2E Ranked 7th Ranked 6th Ranked 18th in the World’s Top 100 in the World’s Top 100 in the World's Top 250 Vertical Market MSPs Vertical Market MSPs Public Cloud
Slide 23: Our Recognitions Across APAC
2024 Our Recognitions Across APAC • 獲選為雲端安全聯盟 (Cloud Security Alliance) Trusted Cloud Provider 認可 2023 • Cyber Security Agency of Singapore (CSA) 頒發 Cyber Essentials Mark • AWS Services Partner of the Year (ASEAN) • SecurityScorecard 評選 A 級 2022 • AWS Partner of the Year (Malaysia) • AWS Partner of
Slide 24: Our Cloud Security Recognitions
Our Cloud Security Recognitions The First Cloud- Recognized as The First Partner in native Member the Trusted Cloud Taiwan Achieves AWS of CSA in Taiwan Provider of CSA MSSP Competency © 2023 eCloudvalley Digital Technology Co.,Ltd. or its affiliates All Rights Reserved Redefine IT with Cloud 24
Slide 25: Recognition Across Innovation and Core Services
Recognition Across Innovation and Core Services eCloudvalley Wins Business Weekly AI eCloudvalley Successfully Passes AWS Innovation Top 100 Silver Award for Self- MSP Partner Three-Year Audit, Delivering developed AI Agent solutions Excellence in Managed Cloud Services © 2023 eCloudvalley Digital T
Slide 26: Financial Summary 4Q25 & 2025
Financial Summary 4Q25 & 2025 © 2023 eCloudvalley Digital Technology Co.,Ltd. or its affiliates All Rights Reserved Redefine IT with Cloud
Slide 27: Beyond Taiwan, Multiple Industries & Geography 2025
eCloudvalley: Beyond Taiwan, Multiple Industries & Geography 2025 Cloud revenue by geography(1) Cloud revenue by industry (2) 2025 Cloud revenue YoY% 2025 Cloud revenue YoY% (1) Based on the location of the sales who received orders (2) Other industries include Real Estate, Transportation & Logistic
Slide 28: Beyond Taiwan, Multiple Geography 2025Q4
eCloudvalley: Beyond Taiwan, Multiple Geography 2025Q4 Cloud revenue by geography(1) – 2024Q4 vs 2025Q4 Cloud revenue by geography(1) – 2025Q3vs 2025Q4 2025Q4 Cloud revenue YoY% 2025Q4 Cloud revenue QoQ% (1) Based on the location of the sales who received orders © 2023 eCloudvalley Digital Technolog
Slide 29: Beyond Taiwan, Multiple Industries 2025Q4
eCloudvalley: Beyond Taiwan, Multiple Industries 2025Q4 Cloud revenue by industry (1) – 2024Q4 VS 2025Q4 Cloud revenue by industry (1) 2025Q3 vs 2025Q4 2025Q4 Cloud revenue YoY% 2025Q4 Cloud revenue QoQ% (1) Other industries include Real Estate, Transportation & Logistics, Travel & Hospitality, Auto
Slide 30: Financial Summary 4Q25 & 2025
Financial Summary 4Q25 & 2025 © 2023 eCloudvalley Digital Technology Co.,Ltd. or its affiliates All Rights Reserved Redefine IT with Cloud
Slide 31: Financial Highlights
Financial Highlights Revenue breakdown (quarter) Unit : NT$M © 2023 eCloudvalley Digital Technology Co.,Ltd. or its affiliates All Rights Reserved Redefine IT with Cloud 31
Slide 32: Financial Highlights
Financial Highlights Revenue breakdown (year) Unit : NT$M Cloud MSP 30% -2% 25% 12,643 12,414 3,076 18% 3,521 -13% 65% 2,988 3,332 57% 9,706 3,176 3,087 7,770 6,569 3,981 2,703 3,175 2020 2021 2022 2023 2024 2025 Q1 Q2 Q3 Q4 Total © 2023 eCloudvalley Digital Technology Co.,Ltd. or its affiliates All
Slide 33: Financial Highlights
Financial Highlights Operating margin% (quarter) Cloud MSP 2.4% 1.4% 0.9% 1.0% 0.8% 0.8% 0.7% 0.2% 0.1% -0.8% 2023Q4 2024Q4 2024Q1 2025Q1 2024Q2 2025Q2 2024Q3 2025Q3 2024Q4 2025Q4 © 2023 eCloudvalley Digital Technology Co.,Ltd. or its affiliates All Rights Reserved Redefine IT with Cloud 33
Slide 34: Financial Highlights
Financial Highlights Operating margin% (year) © 2023 eCloudvalley Digital Technology Co.,Ltd. or its affiliates All Rights Reserved Redefine IT with Cloud 34
Slide 35: Sufficient Cash Position to Support Future Growth
Sufficient Cash Position to Support Future Growth Net cash to shareholder equity ratio Free cash flow © 2023 eCloudvalley Digital Technology Co.,Ltd. or its affiliates All Rights Reserved Redefine IT with Cloud 35
Slide 36: Consolidated Income Statement
Consolidated Income Statement YOY(%) QOQ(%) 2024 2025 2025 2025 2025 NT$ million 2020 2021 2022 2023 2024 2025 2020 2021 2022 2023 2024 2025 Q4 Q3 Q4 Q4 Q4 Revenue 7,025 10,149 8,618 9,819 12,687 12,475 3,545 3,000 3,076 4% 44% (15%) 14% 29% (2%) (13%) 3% Cost 6,331 9,073 7,523 8,550 11,329 11,169 3
Slide 37: Consolidated Balance Sheet
Consolidated Balance Sheet 2020 2021 2022 2023 2024 2025 NT$ million Amount % Amount % Amount % Amount % Amount % Amount % Cash & marketable security 1,549 44.8 2,291 54.1 3,254 56.4 2,149 37.8 2,294 36.3 2,298 38.0 A/R & N/R 1,169 33.8 1,316 31.1 1,605 27.8 1,715 30.2 2,168 34.3 1,898 31.4 Inventor
Slide 38: Consolidated Balance Sheet
2025Q3 2025Q4 NT$ million Amount % Amount % Cash & marketable security 1,585 26.0 2,298 38.0 Consolidated Balance Sheet A/R & N/R Inventories 1,925 0 31.6 0.0 1,898 59 31.4 1.0 Other current assets 1,430 23.5 619 10.1 Total current assets 4,940 81.1 4,874 80.5 PP&E 7 0.1 6 0.1 Other L-T assets 1,145
Slide 39: Consolidated Cash Flow Statement
Consolidated Cash Flow Statement NT$ million 2020 2021 2022 2023 2024 2025 Beginning Balance 1,624 (2) 1,488 2,231 3,254 2,188 (3) 2,224 (4) Depreciation & Amortization 28 32 44 62 94 89 Cash from Operating Activities (27) 909 (28) (233) 242 361 Cash from Investing Activities (13) (20) 5 (422) (185)
Slide 40: Towards a More Sustainable World: Our ESG
Towards a More Sustainable World: Our ESG © 2023 eCloudvalley Digital Technology Co.,Ltd. or its affiliates All Rights Reserved Redefine IT with Cloud
Slide 41: Sustainability Recognized
Sustainability Recognized Recognized in the S&P Global Corporate Sustainability honors, time and again Sustainability Assessment Global Corporate Sustainability Awards-Bronze, Outperformed 87% of companies in the IT Taiwan Corporate Sustainability Awards- Service industry Platinum & Information Secu
Slide 42: Cultivating the organization's sustainability DNA
Cultivating the organization's sustainability DNA Form Major illegal affairs Internationally recognized Headquarter is certified Corporate Sustainability & Risk information security ISO 14001 Environmental Management Management Committee compliance System(EMS) Parent Company achieved ISO 14064-1 Gre
Slide 43: Q&A
Q&A
Slide 44: Thank You!!!
Thank You!!! IR Manager: Diana Wu spokesperson@ecloudvalley.com www.ecloudvalley.com © 2023 eCloudvalley Digital Technology Co.,Ltd. or its affiliates All Rights Reserved Redefine IT with Cloud
Slide 45: REDEFINE IT WITH CLOUD
REDEFINE IT WITH CLOUD © 2023 eCloudvalley Digital Technology Co.,Ltd. or its affiliates All Rights Reserved Redefine IT with Cloud