Td Synnex Corporation · NYSE:SNX
Td Synnex — Investor Day (March 2022)
14 slides from Td Synnex's investor day presentation, Mar 29, 2022
Slide 1: Investor Day 2022
Investor Day 2022 Sergio Farache, Chief Strategy Officer
Slide 2: Safe Harbor statement
Safe Harbor statement This Presentation contains “forward-looking statements” within the meaning of the Section 27A of the Securities Act of 1933 and Section 21E of the Securities Exchange Act of 1934. These forward-looking statements may be identified by terms such as believe, foresee, expect, may,
Slide 3: Safe Harbor statement: No Offer or Solicitation
Safe Harbor statement No Offer or Solicitation The Presentation does not constitute or form part of, and should not be construed as, an offer to sell or issue, or the solicitation of an offer to purchase, subscribe to or acquire, securities of TD SYNNEX, or an inducement to enter into investment act
Slide 4: Our global strategy
Our global strategy Delivering higher value Invest Strengthen in high growth technologies our end-to-end portfolio AR/VR metaverse Customer portfolio Data (analytics, AI, IOT) Solutions portfolio Hybrid cloud Vendor portfolio Hyperscale infrastructure TaaS, recurring revenue models Mobility & Edge S
Slide 5: TD SYNNEX has a strong position in the distribution market
TD SYNNEX has a strong position in the distribution market End Vendor OEM Distributor Reseller customer Linear value creation B2B/B2C Global distribution market 2020: North APAC America 28% 29% 57 49 56% Global Top 12 distributors combined global market* distributor 29 market* by region share Latin
Slide 6: Path to building an orchestration model begins with solutions aggregation
Path to building an orchestration model begins with solutions aggregation Solution aggregation model Analyst perspective By 2025 at least 30% of Business Technology Solution spending will be multi-vendor solutions enabled components Solution TD SYNNEX by digital aggregation platforms(1) (e.g. OEMs,
Slide 7: Solutions orchestration
Solutions orchestration ISVs Services Financial Cloud Services Providers OEMs MSPs VARs/ Retail/ SIs
Slide 8: Solutions orchestrator
“Solutions orchestrator” has the potential to be a transformative business model in the IT distribution industry and TD SYNNEX is ready Solid core business Vast amount of data +60B Tech Rev. 5+ Petabytes Growth revenues Improve cost – Production Data per base cost value relation As a service capabil
Slide 9: Expanding value creation
Expanding “…by the end of 2024 aggregators’ marketplace will become the value primary pane of glass for over 50% of partners’” (Source: IDC)(1) creation TD SYNNEX Total Addressable Market Expansion Expanding ecosystem addressable market by adding: Trajectory to a Services connected orchestrator Solu
Slide 10: Represents $827B in TAM growth opportunities
Represents $827B in TAM growth opportunities Total IT Spend Forecast CAGR 4Y growth forecast in selected focus areas ($T) Mobile +3% Security +9% Cloud +19% +5.8% 3.46 3rd Platform IT 3.26 +14% services 3.08 2.92 2.76 AR/VR +62% BD&A/AI/IoT SW +20% 3rd Platform server & +13% storage $0B $50B $100B $
Slide 11: End-to-end portfolio
End-to-end portfolio products, services and solutions is a major competitive strength Edge & Endpoint 45%-50% solutions of sales PCs Mobile Print Consumer AR/VR Endpoint Wearables Electronics security Advanced 35%-40% solutions of sales Infrastructure Hybrid cloud Data Security Networking Software S
Slide 12: Transforming TD SYNNEX digitally
Transforming TD SYNNEX digitally Advanced and E-commerce platforms integrated CRM Integrated Fully digital digital Enablement platforms for & white label marketplace all high-growth areas assets Customer data platform & Integrated and automated predictive insights marketing for demand generation
Slide 13: Expanding our global footprint to enable strong presence in the markets we serve
Expanding our global footprint to enable strong presence in the markets we serve Market Data NA LATAM EU APJ 4-year CAGR(1) +6.6% +6.7% +5.2% +4.7% 149 829 531 1,450 678 441 115 1,123 IT spend(1) in $B 2021 2025 2021 2025 2021 2025 2021 2025 Share DTAM(2) #1 Top 3 #1 Top 5 $85B $23B $95B $80B Contin
Slide 14: Key takeaways
Key takeaways TD SYNNEX’s vibrant business creates opportunities to capitalize on additional growth We believe TD SYNNEX will increase revenue in high growth technology areas in the medium term at a compound annual growth rate in the low-to-mid double digits We believe the solution orchestration mod