Eurotech S.p.a. · MIL:ETH
Eurotech — Virtual STAR Conference (May 2020)
37 slides from Eurotech's conference presentation, May 2020
Slide 1: Company Overview
Imagine. Build. Succeed. Company Overview May 2020
Slide 2: Disclaimer
Disclaimer This presentation has been prepared by Eurotech S.p.A. (or “Eurotech”) and has to be read in conjunction with its oral presentation. The information contained in this presentation does nor purport to be comprehensive. Neither Eurotech nor any of its officers, employees, advisers or agents
Slide 3: Our heritage, built up since 1992
Our heritage, built up since 1992 WHERE DO WE COME FROM? 3
Slide 4: Miniaturising the PC for demanding applications
Miniaturising the PC for demanding applications 4
Slide 5: Who's Eurotech Today? The present
The present WHO’S EUROTECH TODAY? 5
Slide 6: Product Offering Evolution
Product Offering Evolution Solid Legacy Products Today’s Wave the Next AI Wave Bit Economy Data Economy Autonomy Economy Boards & Modules Subsystems HPEC IoT IoT gateways BoltGATE 20-25 MVB Edition DynaCOR 40-34 DynaCOR 50-35 IoT Edge Framework IoT Platform 6
Slide 7: Quick Facts
Quick Facts Eurotech has 25+ Years of experience in Eurotech is a Global Niche Player devoted embedded computer for demanding to serve selected demanding customers. industrial applications. Eurotech is behind successful products of Focused on supporting customers in their more than 25 Global 500 com
Slide 8: Global Footprint
Global Footprint Development & Engineering Production Marketing, Sales & Tech Support 1 HQ Based in Italy 5 Major Hubs Worldwide 27+ Years of Experience 318 Employees 8
Slide 9: Where are we going? The future ahead
The future ahead WHERE ARE WE GOING? 9
Slide 10: The Vision
THE VISION • The Digital Economy is about connecting assets to business models, so – data are the new goods – hardware is necessary, but software rules. • The Digital Twins of Assets will enable the transition from the Product Economy to the Service Economy Data Lake of Assets Business Models Digita
Slide 11: EDGE Computers: the on-going transformation
EDGE Computers: the on-going transformation Due to Data Gravity, Reliability and Resilience Computing activities move at the Edge and Datacenters go Mobile EMBEDDED PC VS embedded EDGE PC IT Integration, Networking & Security embedded Edge PC features Performs local and network functions in a intern
Slide 12: The Trend
THE TREND By 2023… … more than 50% of all worldwide GDP is predicted to be driven by products and services from digitally transformed industries … more than 50% of all ICT (information and communications technology) spending will go toward digital transformation and innovation, which is up from 27%
Slide 13: The Mission
THE MISSION Enabling our customers to focus Addressing the needs on their core competencies and of an Interconnected Planet business model evolution during digital transformation • Embedded & Edge Computing • Industrial Internet of Things • Faster Time to Market • HPEC for AI at the Edge • Lower Tot
Slide 14: Eurotech Positioning in the IoT Landscape
Bridging between assets and business applications EUROTECH POSITIONING IN THE IOT LANDSCAPE 14
Slide 15: Industrial Internet of Things (IoT)
Industrial Internet of Things (IoT) Business Apps (IT) FedExing Data Bringing the App Economy into the Industrial Landscape Assets (OT) 15
Slide 16: Eurotech Hybrid Positioning to lead way to the 4th Industrial Revolution
Eurotech Hybrid Positioning to lead way to the 4th Industrial Revolution Information Technology IT Vendors and (IT) Partner’s Ecosystem Eurotech: the most OT centric of IT players 1 Cloud players Telcos players 2 Operational Technology Eurotech: the most IT (OT) : centric of Embedded Computer player
Slide 17: Eurotech position among IoT players
Eurotech position among IoT players Crisp Research view on both IT side (Platform) and OT side (Edge) IoT Platform: IoT Edge: 17
Slide 18: Covering both OT and IT sides enables Co-opetition
Covering both OT and IT sides enables us to play the Co-opetition game With IT players: we can complement the offering of IoT Platform providers with our IoT Edge (i.e. gateways + ESF) With OT players: we can complement the offering of gateway providers with out ESF edge framework and our IoT SW Pla
Slide 19: What can customers do with our IoT technology?
CASE STUDIES WHAT CAN CUSTOMERS DO WITH OUR IOT TECHNOLOGY? 19
Slide 20: Real Time Assets Monitoring
Real Time Assets Monitoring Application: Key Success Factors: • On board diagnostics • Railway certified hardware • Data collection for optimization and predictive maintenance • End-to-end security • Remote access and maintenance • On-premise IoT Cloud Platform • On premise device management and dat
Slide 21: Remote Maintenance and Services
Remote Maintenance and Services Application: Key Success Factors: • Connect machines to the internet in a nonintrusive way • End-to-end security • Provide nurses with access to machine status • Open & Standard • Provide manufacturers access to machine logs • Device Provisioning • Enable remote maint
Slide 22: Connected Products
Connected Products CONSUMERS BOILER IOT APPLICATION IOT PLATFORM SOFTWARE GATEWAY SERVICE CENTER Application: Key Success Factors: • End users to remote control their own thermo-devices • ESF hardware abstraction • Field technical assistance and remote diagnostics • Remote device mgmt. • Valuable da
Slide 23: Eurotech's Positioning in the AI Landscape
The Datacenter Goes Mobile EUROTECH’S POSITIONING IN THE AI LANDSCAPE 23
Slide 24: Software rules but Hardware is still a necessity
Software rules but Hardware is still a necessity Decentralization of Data production will push Intelligence at the Edge. AI is moving from traditional Data Centers into the real world, forcing demand of High Performance Edge Computers (HPEC). Data Center Technology is going Mobile i.e. Deep Learning
Slide 25: High Performance Edge Computers
High Performance Edge Computers the High Performance side of Embedded Computers Market sectors impacted by HPECs • Autonomous Vehicles • High-End Robotics + + + • Data Fusion • Micro Data-Center High Perf CPU Board + Hot Water Liquid Cooling Technology + Rugged Embedded Enclosures + VMware or IBM-Re
Slide 26: Rationale for Growth
We spent last 10 years to get ready for this RATIONALE FOR GROWTH 26
Slide 27: Becoming a successful player for the Digital Transformation
Becoming a successful player for the Digital Transformation • We have understood the essence of the 4th Industrial Revolution • We have the critical components for the success of an Industrial IoT implementation and for AI at the edge • We have design wins with major players that prove our SW & HW t
Slide 28: Financial Highlights Q1 2020
ANNEX FINANCIAL HIGHLIGHTS Q1 2020 28
Slide 29: Revenues by Geographic Area
REVENUES BY GEOGRAPHIC AREA 29
Slide 30: Consolidated Income Statement
CONSOLIDATED INCOME STATEMENT 30
Slide 31: Equity, Cash and Net Debt
EQUITY, CASH AND NET DEBT 140.000 120.000 100.000 80.000 30,687 27,785 60.000 12,249 10,378 40.000 20.000 0 31
Slide 32: Consolidated Balance Sheet
CONSOLIDATED BALANCE SHEET 32
Slide 33: Financial Highlights FY 2019
ANNEX FINANCIAL HIGHLIGHTS FY 2019 33
Slide 34: Revenues by Geographic Area
REVENUES BY GEOGRAPHIC AREA 34
Slide 35: Consolidated Income Statement
CONSOLIDATED INCOME STATEMENT 35
Slide 36: Equity, Cash and Net Debt
EQUITY, CASH AND NET DEBT 140.000 120.000 100.000 80.000 60.000 40.000 20.000 0 36
Slide 37: Consolidated Balance Sheet
CONSOLIDATED BALANCE SHEET 37