Promise Technology, Inc. · TWSE:3057
Promise Technology — 2019 Investor Conference
27 slides from Promise Technology's conference presentation, Dec 20, 2019
Slide 1: Promise Technology Inc. (3057) 2019 Investor Conference
Promise Technology Inc. (3057) 2019 Investor Conference Speaker：Edward Lin, Chairman of Promise Technology Inc. Date: Dec. 20, 2019
Slide 2: Disclaimer Clause
Disclaimer Clause： This document is for information and illustrative purposes only. It is not, and should not be regarded as “investment advice” or as a “recommendation” regarding a course of action, including without limitation as those terms are used in any applicable law or regulation. No part of
Slide 3: Agenda
1 Status of Operation 10 min Agenda 2 Storage Market Dynamics & Opportunities 5 min (40 min.) 2020 Priority and Focus 3 15 min 4 Q&A 10 min
Slide 4: Status of Operation
TECHNOLOGY STATUS OF OPERATION
Slide 5: Company Profile
Company Profile • PROMISE Technology, Inc.，stock symbol： Founded 3057 was founded in San Jose, USA, Dec., San Jose, USA , Dec. 1988 IPO in Taiwan, Dec., 2002 1988. • More than 300 employees and 40 % of them are R&D staffs globally. Our business Employees territories across US, Europe, Japan, China,
Slide 6: Financial Result
Financial Result Sales Revenue, 2019 vs. 2018 Jan. ~ Nov. 單位：新台幣佰萬元
Slide 7: Financial Result
Financial Result Income Statement, 2019 vs. 2018 Jan. ~ Sep. 2019 2018 Income Statement variance (Unit:NT$M) Q1 Q2 Q3 Jan~Sep Q1 Q2 Q3 Jan~Sep Net Sales 293 301 280 874 449 498 490 1,437 (562) Gross Margin 81 112 89 283 151 165 148 464 (181) % 28% 37% 32% 32% 34% 33% 30% 32% .04ppt Total Operating E
Slide 8: Challenge and Opportunity in 2019
Challenge and Opportunity in 2019 Challeng e 1. Uncertainty of US-China Trade War 2. Compliance with ODM/OEM Customer Launch Schedule
Slide 9: Opportunity
Opportunity 1：In depth - Technology Advancement 1. Make our product functions deeper to meet the special needs of our existing OEM customer. 2. Expedite the product development process, also integrate the application at early stage to better Opportunity fit into customer user scenario. Opportunity 2
Slide 10: In Depth: Recognition from OEM Customer
In Depth: Recognition from OEM Customer
Slide 11: In Depth: Recognition from OEM Customer
In Depth: Recognition from OEM Customer
Slide 12: In Depth: Recognition from World-Class Customer (CERN)
In Depth: Recognition from World-Class Customer (CERN)
Slide 13: In Width: Expansion of Ecosystem
In Width: Expansion of Ecosystem
Slide 14: In Width: Expansion of Ecosystem
In Width: Expansion of Ecosystem
Slide 15: In Width: Expansion of Ecosystem
In Width: Expansion of Ecosystem
Slide 16: In Width: Expansion of Ecosystem
In Width: Expansion of Ecosystem
Slide 17: In Width: Expansion of Ecosystem
In Width: Expansion of Ecosystem
Slide 18: Storage Market Dynamics and Opportunities
STORAGE MARKET DYNAMICS AND OPPORTUNITIES
Slide 19: IDC Storage Market Forecast 2019 - 2023
IDC Storage Market Forecast 2019 - 2023 IDC estimates that growth in nearly every industry will be driven by digitally enhanced offerings, operations, and relationships as well as the ongoing adoption of 3rd Platform technologies. Large amounts of data creation, collection, processing, analysis, and
Slide 20: IDC Storage Market Forecast 2019 - 2023
IDC Storage Market Forecast 2019 - 2023 2018– 2014 2015 2016 2017 2018 2019 2020 2021 2022 2023 2023 CAGR (%) External 26.5 25.9 24.6 24.9 28.8 28.4 28.5 29.1 29.8 30.3 1.1 Internal 15.2 15.3 14.6 14.5 16.6 17.2 18.5 20.4 22.5 25.0 8.5 Other 4.0 5.4 6.4 9.7 13.0 14.5 15.1 16.5 18.7 20.0 8.9 Total 45
Slide 21: 2020 Priority and Focus
TECHNOLOGY 2020 PRIORITY AND FOCUS
Slide 22: Strategy: Product – Bunt and Run
Strategy：Product – Bunt and Run • Based on the market trend and customer needs to set goal of product development with our competency and resources for 2020 • Keeping focus on AI, Cloud and Big Data in the next 3 to 5 years, and promote the products with the most ROI in a short time
Slide 23: Strategy II: Market - Take it up a Notch
Strategy II：Market - Take it up a Notch • We possess success experiences among different regions. We will utilize the ‘best practice’ across regions to earn more business opportunities in vertical segments • Digital Transformation together with associating product development, application platform a
Slide 24: Strategy III: Client – Insight into Market Trends
Strategy III：Client – Insight into Market Trends • To achieve cross-selling and enhance visibility among different industries by leveraging the collaboration with strategic partners • Some of the OEM/ODM projects has been working through this year, and hopefully to deliver the results by 2020
Slide 25: Summary
TECHNOLOGY SUMMARY
Slide 26: Summary
Summary STEP 3 Acceleration of Growth STEP 2 Break Even Keep Faith. Aim High. Move Fast. STEP1 Cash Flow Balance
Slide 27: Thanks for Your Time! Any Question?
Thanks for Your Time!Any Question?