Logitech International S.a. · SIX:LOGN
Logitech International — Investor Day (March 2020)
34 slides from Logitech International's investor day presentation, Mar 3, 2020
Slide 1: Creativity & Productivity
CREATIVITY & PRODUCTIVITY Delphine Donne-Crock March 2020 logitech
Slide 2: Forward-Looking Statements, Constant Currency & Sell-Through
FORWARD-LOOKING STATEMENTS, CONSTANT CURRENCY & SELL-THROUGH This presentation includes forward-looking statements within the meaning of the U.S. federal securities laws, including, without limitation, statements regarding: product category sales and sales growth, ways to grow, focus, category trend
Slide 3: Sales in dollars (millions) FY16-FY19
Dollars (in millions) $1,350 $1,300 $1,250 $1,200 $1,150 $1,100 $1,050 $1,000 FY16 FY17 FY18 FY19
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Slide 5: Our focus is to help people create & communicate
OUR FOCUS IS TO HELP PEOPLE CREATE & COMMUNICATE
Slide 6: Our focus is to help people create & communicate
OUR FOCUS IS TO HELP PEOPLE CREATE & COMMUNICATE | AT THE SPACE THEY GET THINGS DONE WITH THEIR FAVORITE APP
Slide 7: End-to-end digital content creation experience
END-TO-END DIGITAL CONTENT CREATION EXPERIENCE
Slide 8: Strong trend in digital creativity, productivity & communication
= STRONG TREND IN DIGITAL CREATIVITY, PRODUCTIVITY & COMMUNICATION
Slide 9: More apps & more people creating content in the cloud
Slide 10: More apps & more people creating content in the cloud
Slide 11: More apps & more people creating content in the cloud
Slide 12: Data based on internal Logitech surveys
Data based on internal Logitech’ NB
Slide 13: We have more people to reach than ever before
WE HAVE MORE PEOPLE TO REACH THAN EVER BEFORE
Slide 14: Opportunity
A OPPORTUNITY
Slide 15: Our design strategy puts people first
OUR DESIGN STRATEGY PUTS PEOPLE FIRST
Slide 16: We focus on the consumer: one size does not fit all
WE FOCUS ON THE CONSUMER: ONE SIZE DOES NOT FIT ALL ; , Design for... Precise targeting » Deep insights » Market to...
Slide 17: We focus on the consumer: one size does not fit all
WE FOCUS ON THE CONSUMER: ONE SIZE DOES NOT FIT ALL Design for... Market to... » Precise targeting » Deep insights
Slide 18: Create Simply
Create Simply Connect Beautiful Ay Share their passion At the right price
Slide 19: Great product design & experiences
= —s OO 7 VB “Capture software is SC JOQOOOOOOOO_) tok: simple and powerful.” Se ees = weit GREAT PRODUCT DESIGN & EXPERIENCES “OMG where do | begin. [This] is the ",..L love this keyboard and wish | best mouse you can buy right now... could give it more stars." this mouse is perfect.” Note: Ratings
Slide 20: Customization
but the Flow software is amazing. | can even copy and paste text from one computer to the other.” MX Master Series: Think It. Master It. PTF) “The mouse... is wonderful, Flow software: All Systems Flow. ——) CUSTOMIZATION TEE Roergencottonne
Slide 21: StreamCam and Capture software
StreamCam: Share Your Passion. “The software...is great | Capture: Lights, Camera, Capture and does everything you need to present exceptional video.”
Slide 22: Expertise, science, design & performance win hearts
EXPERTISE, SCIENCE, DESIGN & PERFORMANCE WIN HEARTS
Slide 23: Ideal to duplicate the experience at home & work
IDEAL TO DUPLICATE THE EXPERIENCE AT HOME & WORK
Slide 24: We embed our products, brand & marketing with consumer passions
Slide 25: From this in Nov 2018 to this in Jan 2020
= <0 eis 5 : 4 : From this in Nov ..to this in Jan ital 2018... 2020 Logitech-Sprinklr data
Slide 26: Influencer and press coverage
100+ Cool and Trendy Gifts For Teens That'll * | Make You Say "One For You, One For Me" ye See ~~, BUSINESS INSIDER YouTuber Marques Brownlee unveiled his top picks for a gadget gifts this holiday season — here's what made his list ° = . Baim - ~
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Slide 29: Social media campaigns
° Qav W @BDY Liked by hannah_clark_and 21,704 others ch Already thinking of your next vacation? the magic of 2020 with MX Keys and MX Master 3. logitech There may or may not be a 'Naughty or Nice’ list hiding in this notebook. J Own your ~holiday~ space with Logitech Pebble and do us a favor, stay o
Slide 30: All the way to the shelf
ALL THE WAY TO THE SHELF FNAC STORE SALES OUT MEDIAMARKT STORE SALES OUT ERGO & MX +100% ERGO & MX +20%
Slide 31: We can do it over & over again
Slide 32: We are uniquely positioned to grow steadily
WE ARE UNIQUELY POSITIONED TO GROW STEADILY © oO Deep Continuous Diverse portfolio consumer insights innovation Global & local Operational Cross-OS Technology excellence compatibility leadership
Slide 33: A winning formula
A WINNING FORMULA oo00 Increase in People first, Pull B2B& content creation more content marketing Consumer creators CONSISTENT GROWTH OPPORTUNITIES FOR YEARS TO COME
Slide 34: Thank you
THANK YOU