Logitech International S.a. · SIX:LOGN
Logitech International — Investor Day (March 2019)
30 slides from Logitech International's investor day presentation, Mar 6, 2019
Slide 1: Video Collaboration
; - lg tia eo "y | — VIDEO COLLABORATION Scott Wharton GM, Video Collaboration
Slide 2: Forward-Looking Statements & Constant Currency
FORWARD-LOOKING STATEMENTS & CONSTANT CURRENCY This presentation includes forward-looking statements within the meaning of the U.S. federal securities laws, including, without limitation, statements regarding: market trends, cloud video usage growth, product portfolio, product portfolio expansion, p
Slide 3: Agenda
AGENDA - Since last year - Portfolio expansion - TAM expansion opportunities
Slide 4: Since Last Year
SINCE LAST YEAR
Slide 5: Significant Growth in Cloud Video Usage
SIGNIFICANT GROWTH IN CLOUD VIDEO USAGE zoom Zoom annualized meeting minutes Source: Kleiner Perkins, Zoom, and Microsoft BE Microsoft Teams is the fastest growing business app in Microsoft history 4 55 329,000 87 Fortune 100 44 languages 54 customers organizations companies use are supported have 1
Slide 6: Big Inroads into Huddle Room with Meetup
BIG INROADS INTO HUDDLE ROOM WITH MEETUP axome — te Meetup Huddle rooms
Slide 7: Best-Selling Solution for Huddle Rooms
BEST-SELLING SOLUTION FOR HUDDLE ROOMS Daily WARDS Gish) bg IRECOMMENDEDI —_—[—_ DESIGN | DESIGN Z F ¢ DESIGN, GOOD AWARDS vier reddot award 2018 ~ winner 2017 we 2018 yy, S BUROPRODUKTE Nene sete KA BRONZER DES JAHRES 2018 SU NINNER SE TN. ANG B wasszin ons o0a0 - $y Ost
Slide 8: Portfolio Expansion
PORTFOLIO EXPANSION
Slide 9: Expand Beyond the Huddle Room
EXPAND BEYOND THE HUDDLE ROOM
Slide 10: Expand Beyond the Huddle Room
EXPAND BEYOND THE HUDDLE ROOM Huddl Medium e ee Meetup Rally Rally Plus
Slide 11: Rally
RALLY
Slide 12: A Beautiful System
A BEAUTIFUL
Slide 13: Designed for a Variety of Sized Rooms
DESIGNED FOR A VARIETY OF SnU SIZED"ROOMS |
Slide 14: Large Room Features
LARGE RD D its
Slide 15: Video First — Front of Room Audio
VIDEO FIRST — FRONT OF ROOM AUDIO
Slide 16: Tap
TAP
Slide 17: Touch Controller for Meeting Rooms
TOUCH CONTROLLER FOR MEETING ROOMS
Slide 18: Three Major Launch Partners
THREE MAJOR LAUNCH PARTNERS ® Google Cloud BE Microsoft Zoom — Fe Or
Slide 19: From Audio / Video to Complete Room Solutions
FROM AUDIO / VIDEO TO COMPLETE ROOM SOLUTIONS
Slide 20: RightSense Technology
RIGHTSENSE TECHNOLOGY
Slide 21: RightLight RightSight RightSound
RIGHTLIGHT RIGHTSIGHT RIGHTSOUND
Slide 22: Auto-Framing with RightSight
AUTO-FRAMING WITH RIGHTSIGHT
Slide 23: From Audio / Video to Complete Room Solutions
FROM AUDIO / VIDEO TO COMPLETE ROOM SOLUTIONS Small Medium Large
Slide 24: Financial Impact
FINANCIAL IMPACT
Slide 25: Continued Revenue Growth
CONTINUED REVENUE GROWTH $300 Sales (in millions) $250 ~~ $200 +39% $150 43% $100 : +51% $50 +119% $0 FY15 FY17 FY18 FYI9E Note: Based on mid-point of FY19E non-GAAP outlook. Comparisons are YoY and in constant currency
Slide 26: Increased ASP per Room
INCREASED ASP PER ROOM Meetup, Group Meetup, Rally, Rally Plus, Tap Note: ASP represent end customer price.
Slide 27: Increased TAM
INCREASED TAM (Traditional) ~A% >) Flattish CAGR 2018-2023 ee ee Rally (Huddle) =0= 235% Q oor CAGR 2018-2023 Meetup Conference rooms Source: Frost & Sullivan, Wainhouse Research, and Logitech
Slide 28: Summary
SUMMARY
Slide 29: Summary
SUMMARY - Continued business momentum - Focus on technology innovations - Success in huddle rooms; expansion to mid-large - TAM + ASP expanding, adding to opportunity
Slide 30: Logitech
logitech