Trimble Inc. · NASDAQ:TRMB
Trimble — Investor Day (September 2022)
23 slides from Trimble's investor day presentation, Sep 7, 2022
Slide 1: Trimble Agriculture Industry Focus
Trimble Agriculture Industry Focus Presented By: Darryl Matthews, SVP Natural Resources © 2022 Trimble, Inc - All Rights Reserved - Confidential and Proprietary Information 1
Slide 2: Dedicated to industries that improve how we live, eat and move
Construction Geospatial Transportation Agriculture Dedicated to industries that improve how we live, eat and move for a better quality of life and a better world Agriculture Enabling a safe and Construction Geospatial Transportation reliable food supply Resources & Utilities reporting segment 2
Slide 3: Agriculture Key Messages
Construction Geospatial Transportation Agriculture Agriculture Key Messages We are improving productivity and sustainability on the farm ● Prioritizing productivity solutions is ● Capturing opportunities in regions outside of North America more important than ever, raising input that are increasing
Slide 4: The precision agriculture market is truly global, extensive and compelling
Construction Geospatial Transportation Agriculture The precision agriculture market is truly global, extensive and compelling Addressable market $20B <25% Penetration ● Available market is largely focusing on ag technology and input savings ● Europe represents the largest market opportunity ● Trimbl
Slide 5: Agriculture production expenses continue to increase and we need to feed more people
Construction Geospatial Transportation Agriculture Agriculture production expenses continue to increase and we need to feed more people with more efficient land and water use 69% required increase in food calories to feed Percent inflation of US farm production expenses 9.6 billion people by 2050(1)
Slide 6: Regulators continue to call for a reduction in inputs like fertilizer and herbicides
Construction Geospatial Transportation Agriculture At the same time, regulators continue to call for a reduction in inputs like fertilizer and herbicides We can reduce fertilizer by 32% and herbicide New regulations target 20% fertilizer and 50% by 77% with new technology(3) herbicide reduction(4) R
Slide 7: Agriculture is also faced with the challenge of mixed fleet machines
Construction Geospatial Transportation Agriculture Agriculture is also faced with the challenge of mixed fleet machines with many implement types and power unit life cycles ● Typical power units pull 6 to 7 different implements per year ● Global farm equipment market is $104 billion(5) ● Average pow
Slide 8: We are developing solutions using an open industry standard
Construction Geospatial Transportation Agriculture We are developing solutions using an open industry standard Tractor Implement Management (TIM) actively addresses mixed fleet environments Growing number of TIM compliant machines(6) TIM Greater Steering Speed Hydraulics than 30k / year 2021 2022 20
Slide 9: The value of efficiency: Raizen sugar cane harvesting
Construction Geospatial Transportation Agriculture The value of efficiency: Raizen sugar cane harvesting Challenge ● Company operates a mixed fleet of tractors, implements and harvesters ● Their machines also span many different model years Solution ● By adopting Trimble’s mixed fleet solutions, Rai
Slide 10: Connect & Scale builds on our unique scope and scale across key industry stakeholders
Construction Geospatial Transportation Agriculture Connect & Scale builds on our unique scope and scale across key industry stakeholders 400,000+ Connectable Trimble 180M Farmer displays in the field Acres using Trimble 38,000 technology Trimble Selective Spraying Sensors in the market 125M Acres co
Slide 11: We extend our global market reach through channels and partners
Construction Geospatial Transportation Agriculture We are able to extend our global market reach even greater through channels and partners Reseller 2,430 Independent Distribution points covering over 70 Countries OEM 100+ Equipment Manufacturers 1000+ Machine Platforms Enterprise 76 Companies cover
Slide 12: The breadth and depth of our solutions cover every aspect of the annual crop production cycle
Construction Geospatial Transportation Agriculture The breadth and depth of our solutions cover 01 Land 02 Preparation Planting every aspect of the 07 Harvest annual crop production 03 Nutrient Mgmt cycle, with advanced 06 technologies to easily Drainage 04 Crop Protection 05 improve operational Irr
Slide 13: Trimble Agriculture is uniquely positioned to connect the digital and physical worlds
Construction Geospatial Transportation Agriculture Digital Trimble Agriculture is uniquely positioned to connect between the digital and physical worlds Crop Production Field Execution Plans Automating equipment to Applications for creation accurately execute operations of crop production tasks in t
Slide 14: Trimble Agriculture Cloud
Construction Geospatial Transportation Agriculture Closed loop feedback and connected workflows across stakeholders benefit stakeholder and crop life cycle economics RETAILER/ADVISOR Land Preparation Platform Trimble Agriculture Cloud Planting Core Nutrient Connecting workflows and Management data a
Slide 15: Innovations addressing farmer pain points: connectivity, autonomy, customer experience
Construction Geospatial Transportation Agriculture We are heavily focused on innovations that address farmer pain points in the areas of connectivity, autonomy and customer experience Autonomy Connectivity Customer Experience 15
Slide 16: Our history of innovations in positioning and autonomy
Construction Geospatial Transportation Agriculture Our history of innovations in positioning and autonomy is our answer to connected, crop protection workflows System Integration Implement - Bilberry Off Machine - Full Path Planning - Horsch Partnership Acquisition Autonomy ● Optimal path ● 4 wheel
Slide 17: Additional investments and recent acquisition in autonomy
Construction Geospatial Transportation Agriculture Our additional investments and recent acquisition in autonomy are leading to learning in adjacent agriculture technologies and markets ● Acquisition announced August 30, 2022 ● Farming as a Service ● Electrification ● Selective Spray technology (Faa
Slide 18: We are enabling connectivity throughout the ecosystem
Construction Geospatial Transportation Agriculture We are enabling connectivity throughout the ecosystem to increase speed of innovation, infield support and industry data flow Connectivity Connectivity starts with Field to Cloud and extends to 3rd party systems and Trimble Climate Exchange via APIs
Slide 19: Simple, consistent and pervasive user experiences for mixed fleet environments
Construction Geospatial Transportation Agriculture A strong focus on simple, consistent and pervasive user experiences is critical to mixed fleet environments Customer Experience Easy to use… … on any device… …on any vehicle… … for everyone that touches it 19
Slide 20: Smart, modular architectures provide flexibility to our customers
Construction Geospatial Transportation Agriculture Smart, modular architectures provides flexibility to our customers Sensors Technology Modular Architecture The Machine Customer Solution Sensor Fusion Trimble Library OEM Machine OEM Machine with Trimble Technology Technology Embedded Technology Per
Slide 21: The value of easier OEM integration: CLAAS
Construction Geospatial Transportation Agriculture The value of easier OEM integration: integrating modular, embedded libraries in the industry CLAAS ● Integrated into the CEMIS 1200 terminal ● Consists of Guidance, GNSS, Corrections and ISOBUS modules ● Available in the CLAAS TRION, LEXION, ARION,
Slide 22: Leveraging our 15 year history in carbon markets
Construction Geospatial Transportation Agriculture Leveraging our 15 year history in carbon markets, we are positioned to facilitate new opportunities for our customers Carbon Experience Agriculture Carbon Series Last 12 Agriculture Industry Trimble’s Proven History - Highlights - Months North Ameri
Slide 23: Accelerating the digital transformation of Agriculture
Construction Geospatial Transportation Agriculture Accelerating the digital transformation of Agriculture with our unique breadth and depth ● Across Agricultural industry stakeholders, sharing critical information to address productivity, regulations and sustainability ● Trimble Agriculture - Connec