Open Text Corporation · TSX:OTEX

Open Text — CIBC Technology & Innovation Conference 7.0 (May 2019)

34 slides from Open Text's conference presentation, May 14, 2019

Slide 1: We Are All Information Companies
We Are All Information Companies Mark J. Barrenechea OpenText CEO & CTO markb@opentext.com
Slide 2: Safe Harbor Statement
Safe Harbor Statement Certain statements in this presentation, including statements about the focus of Open Text Corporation (“OpenText” or “the Company”) in our fiscal year ending June 30, 2019 (Fiscal 2019) on growth in earnings and cash flows, creating value through investments in broader Enterpr
Slide 3: Where Does Wealth Come From
Where Does Wealth Come From • For many thousands of years, people worked in the fields and lived in poverty • Life was cruel, short and miserable • Life expectancy was 28 th years in 18 century France • There was no hope, no advancement, no “life, liberty or the pursuit of happiness” OpenText Confid
Slide 4: Industry 1.0: Steam Power Driven Production
Industry 1.0: Steam Power Driven Production 1750 – 1840 Machines and the locomotive create the wealth of Industry 1.0, which begins to lift society from poverty and misery. OpenText Confidential. ©2019 All Rights Reserved. 4
Slide 5: Industry 2.0: Electricity Driven Production
Industry 2.0: Electricity Driven Production 1870 – 1969 Advances in electricity (and magnets), mass production (including fuel), Bessemer process (to create steel), telephone and automobiles created amazing wealth over 100 years. OpenText Confidential. ©2019 All Rights Reserved. 5
Slide 6: Industry 3.0: High-Tech Automated Production
Industry 3.0: High-Tech Automated Production 1969 – Today The greatest wealth has been created by the integrated circuit, computers, satellites, lasers, communications, cloud and our modern world. OpenText Confidential. ©2019 All Rights Reserved. 6
Slide 7: Industry 4.0: What drives production in the future?
Industry 4.0: What drives production in the future ? Keep reducing the Physics down to the molecular level. Data, AI, Nano Technology, Bio Technology, Graphene's (not silicon). “The Information Age”. OpenText Confidential. ©2019 All Rights Reserved. 7
Slide 8: Moore's Law and Von Neumann. Who surrenders first?
Moore’s Law and Von Neumann. Who surrenders first ? Moore’s Law is alive and well! Transistors per square millimeter by year • Exponential growth will last 100M for another decade • Chips everywhere (from 1M engines, toilets, labels) • Age of Silicon will end (Silicon Valley the new Rust 10K Belt ?)
Slide 9: What makes Industry 4.0 so different
What makes Industry 4.0 so different • At the level of atoms ... • It is real time … • Unprecedented “planetary” scale ◦ 5 Billion connected consumers ◦ 1 Trillion devices ◦ 50% plus of work will be automated • Extremes convergence: Connectivity, Automation, Computing Power • Business Models redefin
Slide 10: In the blink of an eye
In the blink of an eye Blink and you are on the internet. Recognize people, translate languages instantly. Monitor diabetes, sugar levels, adjust your eye prescription. OpenText Confidential. ©2019 All Rights Reserved. 10
Slide 11: 5G – Gigabytes in a second
5G – Gigabytes in a second Enhanced mobile broadband Gigabytes in a second 3D video, ultrahigh definition screens Smart Home / Work and play Building in the cloud Augmented reality Voice 3D Smart Printing Mission critical City application Self driving car Massive machine type communications Ultra-re
Slide 12: True mass customization: to print or to grow
True mass customization (not mass production): to print or to grow Personalized shoes, prosthetics, engines. Grow a diamond, ear or bladder. OpenText Confidential. ©2019 All Rights Reserved. 12
Slide 13: Nanomedicine & Bio Tech – at the cellular level
Nanomedicine & Bio Tech – at the cellular level Chemotherapy delivered on Ingestible smart pills - DNA chips scanning for molecules that hone in on with cameras, computers and cancers before a tumor cancer cells. Attack cancer guidance systems develops cell by cell The Digitalization of Medicine and
Slide 14: Even the toilet will extend our lives
Even the toilet will extend our lives (or reveal secrets) Waste in the toilet + bio sensors + DNA scanning chips will detect cancer and extend lives (or reveal secrets). OpenText Confidential. ©2019 All Rights Reserved. 14
Slide 15: Robotics
Robotics Robotics set to outpace auto industry Take over the dirty / dangerous jobs – cleaning up the Fukushima nuclear disaster Testing emotional robots in schools and nursing homes Displace 20% of human work, the repetitive tasks OpenText Confidential. ©2019 All Rights Reserved. 15
Slide 17: The Workforce of the Future
The Workforce of the Future Full Human Employment 600 Million Robots 61 Million Gen Z Today enter workforce by 2030 enter workforce by 2025 Full Employment in US Energy of a Thousand Suns Unemployment below sustain levels % Unemployment rate A new generation has begun to enter the 12 Forecast workfo
Slide 18: Jobs of the future will be those that robots cannot perform
Jobs of the future will be those that robots cannot perform Disadvantaged: repetitive workers, middle men AI can give us better: • Analytics Winners: semi-skilled laborers, middle men who grasp • Algorithms intellectual capitalism, workers with human skills. • Data Mining • Big Data • semi-skilled m
Slide 19: Genetic & Digital Immortality
Genetic & Digital Immortality: Live to 120 (4x life span over 200 years) • Greenland sharks live to 500 years old • Upload DNA sequences and analyze the genes of millions of seniors, and then youth - we could find the genes which may control/cure aging • Or we could store / transfer a person's perso
Slide 21: Digitization of the Human Mind
Digitization of the Human Mind Tomorrow • Neurohacking - computers • Printing of memories • Combined with imagines and reading human thoughts • Cure for mental illness ? holograms • Human Connectome Project • Uploading of memories and • Digitalization of the human mapping the human brain experiences
Slide 22: But wait … there is more !!!
20 Million People have uploaded their DNA. But wait … there is more !!! The California Killer. Preserved DNA, 30 years later, was uploaded to a “genealogy” website – and a match was found. New questions around Bio-data: • DNA – genealogy sites • Voice – Smart assistants • Fingerprints – phones • Ret
Slide 23: "We are all Information Companies"
Industry 4.0: What drives production in the future ? • Keep reducing the Physics down to the molecular level (Data, Nano, Bio Tech, etc) • New Era of Enterprise Software Companies • A New Capital Model Emerges (information management, security, AI, ML) “We are all Information Companies” OpenText Con
Slide 25: Commodity Capital v. Information Capital
Commodity Capital v. Information Capital All WW Coal Companies Next Generation USD $200 Billion Market Cap Enterprise Software 20x the Value OpenText Confidential. ©2019 All Rights Reserved. 25
Slide 26: Think like an information disruptor - Auto
Think like an information disruptor - Auto Average Speed: 1819 Horse and Buggy: 10 miles / hour 2019 Car in Central London: 8 miles / hour Insurance Company Future Car “Autonomous” Modern Car Assembly “Software” First Plant • User driving information Horse & • Car Car & road data Buggy • Locations,
Slide 27: Think like an information disruptor – Capital Markets
Think like an information disruptor – Capital Markets 5% 1% 20% 40% Zero 90% Arbitrage, Zero Hedge 2000 2006 2011 2020 Wayne’s Funds 2025 Quants & World Human Algorithm NYSE & NASDAQ become 1% Human NASDAQ Algo trading One millionth- for-profit organizations public of-a-second 99% Machine Wall High
Slide 28: Information drives 6 disruptive models
Information drives 6 disruptive models Enhanced decision making Hyper Radical Information and analytics efficiency Personalization (Internet of me) fuel 6 disruptive models that change the nature of Information competition Hyper-scale Perfect Supply / real-time Demand / matching Pricing Displacement
Slide 29: For example: Enhanced decision making
For example: Enhanced decision making Insight-driven use cases create value by either supporting growth (top line) or reducing costs (bottom line) Top Line Bottom Line Use Cases Reference Impact Use Cases Reference Impact Sales Margin Cost Impact Impact Reduction 20-50% Assortment Optimization 2.0%
Slide 30: What's a terabyte of data worth?
What’s a terabyte of data worth? Early Attempts to Value Data Capital 2030: IoT Data Marketplace Percentage of the market value of S&P 500 companies Value of Data Marketplace 84% that comes from intangible $3.6 Trillion assets, including data and software Possible value of intangible Yearly Traded D
Slide 31: Metcalfe's Law and valuations
Metcalfe's Law and valuations Two telephones can make only one connection, five can make 10 connections, and twelve can make 66 connections. • Last century leaders (telco networks) • Current social consumer companies • The future value of enterprise software and information companies OpenText Confid
Slide 32: The Information Advantage is key in Industry 4.0
The Information Advantage is key in Industry 4.0 New Information Capital Strategic tools • Data comes from activity to leverage • Data is re-useable • Data begets more data Consider: • Analytics • IOT • Are you a payroll company, or an information • AI • Smart End Points giant on income analysis and
Slide 33: In conclusion
In conclusion • Industry 4.0 is unifying around the principle that the Physics are down Industry 4.0 to the molecular level - Data, AI, Nano Technology, Bio Technology Business Content • Information Capital replaces Services Network Security Commodity Capital IOT • Moore’s and Metcalfe’s Laws are AI

Open Text — CIBC Technology & Innovation Conference 7.0 (May 2019) on 6ix

Open Text — CIBC Technology & Innovation Conference 7.0 (May 2019)

Slide 1: We Are All Information Companies

Slide 2: Safe Harbor Statement

Slide 3: Where Does Wealth Come From

Slide 4: Industry 1.0: Steam Power Driven Production

Slide 5: Industry 2.0: Electricity Driven Production

Slide 6: Industry 3.0: High-Tech Automated Production

Slide 7: Industry 4.0: What drives production in the future?

Slide 8: Moore's Law and Von Neumann. Who surrenders first?

Slide 9: What makes Industry 4.0 so different

Slide 10: In the blink of an eye

Slide 11: 5G – Gigabytes in a second

Slide 12: True mass customization: to print or to grow

Slide 13: Nanomedicine & Bio Tech – at the cellular level

Slide 14: Even the toilet will extend our lives

Slide 15: Robotics

Slide 16: Already started …

Slide 17: The Workforce of the Future

Slide 18: Jobs of the future will be those that robots cannot perform

Slide 19: Genetic & Digital Immortality

Slide 20: Bio Hacking is Big !

Slide 21: Digitization of the Human Mind

Slide 22: But wait … there is more !!!

Slide 23: "We are all Information Companies"

Slide 24: We are all Information Companies

Slide 25: Commodity Capital v. Information Capital

Slide 26: Think like an information disruptor - Auto

Slide 27: Think like an information disruptor – Capital Markets

Slide 28: Information drives 6 disruptive models

Slide 29: For example: Enhanced decision making

Slide 30: What's a terabyte of data worth?

Slide 31: Metcalfe's Law and valuations

Slide 32: The Information Advantage is key in Industry 4.0

Slide 33: In conclusion

Slide 34: The Information Company