Slide 1: Salesforce Announces Agreement to Acquire MuleSoft
Salesforce Announces Agreement to Acquire MuleSoft March 20, 2018 Exhibit 99.2
Slide 2: Call Participants
Call Participants Greg Schott Chairman & Chief Executive Officer, MuleSoft Mark Hawkins President & Chief Financial Officer, Salesforce Keith Block Vice Chairman, President & Chief Operating Officer, Salesforce Bret Taylor President & Chief Product Officer, Salesforce
Slide 3: Forward-Looking Statements
Forward-Looking Statements This presentation contains forward-looking information related to Salesforce, MuleSoft and the acquisition of MuleSoft by Salesforce that involves substantial risks, uncertainties and assumptions that could cause actual results to differ materially from those expressed or
Slide 4: Additional Information and Where to Find it
Additional Information and Where to Find it The exchange offer referenced in this communication has not yet commenced. This communication is for informational purposes only and is neither an offer to purchase nor a solicitation of an offer to sell shares, nor is it a substitute for any offer materia
Slide 5: Transaction Overview
Transaction Overview Purchase price of $6.5 billion, net of cash acquired $36.00 per share in cash; and 0.0711 shares of Salesforce common stock for each share of MuleSoft common stock Purchase price to be supported by approximately $3.0 billion of committed debt financing Pending ASC 606 and ASC 34
Slide 6: Driving Digital Transformation Together
Driving Digital Transformation Together Two industry-leading companies sharing a common mission The #1 CRM enabling companies to connect with their customers in whole new ways Connecting in New Ways To Enable Customer Success, Speed & Innovation Enables organizations to change and innovate faster by
Slide 7: A Disruptive Combination
A Disruptive Combination Note: Salesforce fiscal year ends January 31 and MuleSoft’s fiscal year ends December 31 Salesforce’s estimated revenue for fiscal year 2019 as per management guidance provided on February 28, 2018 (high-end of the range) MuleSoft’s estimated revenue for fiscal year 2018 as
Slide 8: MuleSoft Enhances Industry Value Proposition
MuleSoft Enhances Industry Value Proposition Every industry has disparate systems critical to connected experiences Manufacturing Financial Services Retail Healthcare & Life Sciences Inventory POS ERP WFM Location Shipping Memberships Claims IoT Data Lakes Bureaus Credit Services Verification Practi
Slide 9: Connecting Anything and Changing Everything
Connecting Anything and Changing Everything SCM ERP Invoicing Inventory Management Field Service Employee Records Logistics Online Video Commerce CRM Blog Social Media Single Platform for All Use Cases Enterprise-Class Performance Vibrant Developer Community Security by Design 8
Slide 10: The Salesforce Integration Cloud
The Salesforce Integration Cloud Salesforce and MuleSoft deliver connected experiences Enables Customer Success Powers Digital Transformations 360° View Across the Enterprise MARKETING SERVICE SALES COMMERCE INDUSTRIES COMMUNITIES COLLABORATION 9
Slide 11: MuleSoft Increases Total Addressable Market
MuleSoft Increases Total Addressable Market CY21 TAM Salesforce CY16 Market Share 38% 19% 11% 4% 5% <1% (1) 10 Source: Industry analysts MuleSoft addresses $25 to $30 billion TAM. $10 billion represents incremental TAM to Salesforce. (1)
Slide 12: MuleSoft in the Enterprise
MuleSoft in the Enterprise Complements Salesforce’s enterprise success ~119% dollar-based net retention rate Average subscription & support rev. per customer of ~$185K in Q4 CY17, up 30% YoY 45 customers with >$1M+ in annual recurring revenue, up 50% from 30 customers at the IPO Key Highlights Sourc
Slide 13: MuleSoft
+E @&) Mutesoft
Slide 14: Thank You