Mercedes-benz Group Ag · XETR:MBG
Mercedes-benz — Investor Day (2023)
10 slides from Mercedes-benz's investor day presentation, 2023
Slide 1: Key financial aspects: Strategy Update Mercedes-Benz Operating System
Key financial aspects STRATEGY UPDATE: MERCEDES-BENZ OPERATING SYSTEM Harald Wilhelm Chief Financial Officer Mercedes-Benz
Slide 2: Forward-looking statements
The following presentation contains forward-looking statements that reflect management's current views with respect to future events. Such statements are subject to many risks and uncertainties. If the assumptions underlying any of these statements prove incorrect, then actual results may be materia
Slide 3: MB.CONNECT and MB.DRIVE are the core of our software-enabled revenues
MB.CONNECT and MB.DRIVE are the core of our software-enabled revenues
Slide 4: MB.CONNECT unlocks new revenue and EBIT pools
MB.CONNECT unlocks new revenue and EBIT pools >1 Bn EUR revenue in 2022 Embedded revenue generated mainly as factory sales On-top revenue generated as factory and store sales
Slide 5: Beneficial partnership with NVIDIA for MB.DRIVE
Beneficial partnership with NVIDIA for MB.DRIVE Shared Joint Effort Benefit NVIDIA: Common use of data, AD base software IP rights Software updates and codes SoC integration Faster development times Mercedes-Benz: Vehicles integration Optimized product costs Application development Variable costs Sh
Slide 6: MB.DRIVE unlocks new revenue and EBIT pools
MB.DRIVE unlocks new revenue and EBIT pools Features available as factory and store sales Low single-digit Bn EUR revenue by mid of the decade Mid single-digit Bn EUR revenue by end of the decade
Slide 7: Total software-enabled revenue development
Total software-enabled revenue development Low-to-mid single-digit Bn EUR revenue by mid of the decade High single-digit Bn EUR revenue by end of the decade 1 Bn EUR EBIT on track by mid of the decade All figures part of existing weather chart
Slide 8: MB.OS software and hardware investment are part of existing financial target landscape
MB.OS software and corresponding hardware investment are part of existing financial target landscape Increased share of R&D invest in EV and MB.OS software & hardware Run-rate of 1-2 Bn EUR p.a. for MB.OS software & hardware 25% of R&D invest by mid of decade for MB.OS software and hardware Midterm
Slide 9: MB.OS is an enabler for our luxury and tech strategy
MB.OS is an enabler for our luxury and tech strategy
Slide 10: Disclaimer
Disclaimer This document contains forward-looking statements that reflect our current views about future events. The words “anticipate,” “assume,” “believe,” “estimate,” “expect,” “intend,” “may,” ”can,” “could,” “plan,” “project,” “should” and similar expressions are used to identify forward-lookin