Sinch Ab · OMXSTO:SINCH
Sinch Ab — Merger or Acquisition (March 2020)
14 slides from Sinch Ab's merger presentation, Mar 27, 2020
Slide 1: Acquisition of Wavy
Acquisition of Wavy 27 March 2020 Oscar Werner CEO Roshan Saldanha CFO Thomas Heath Chief Strategy Officer & Head of Investor Relations
Slide 2: Sinch at a glance
SEK 5.0bn SEK 574m SEK 18bn 722 33 countries with revenue in the Adj. EBITDA in the Market Cap people local presence past 12 months past 12 months 40 billion Publicly listed on Customer engagement through mobile technology engagements per year NASDAQ in Stockholm Scalable cloud communications Servin
Slide 3: Technology evolution in messaging
Technology evolution in messaging Text Rich media Conversational notifications messaging messaging Next-generation messaging offers a step-change in customer experience 3
Slide 4: CPaaS relevance throughout the customer journey
CPaaS relevance throughout the customer journey S TA G E Revenue Service Customer generation enablement care OBJECTIVE Add revenues Use CPaaS functionality in Handle customer support Reduce churn own apps and products Improve customer Improve efficiency experience Reduce cost Reduce contact center c
Slide 5: Playbook for profitable growth
Playbook for profitable growth • Empower businesses to leverage rich and conversational messaging Software- • Increase our software value-add (CPaaS) in addition to our connectivity offering as-a-Service • Increase stickiness with maintained scalability • Ensure leading direct global connectivity wi
Slide 6: Leveraging M&A to meet strategic objectives
Leveraging M&A to meet strategic objectives • Complementary technology that fits our strategic product roadmap Technology & • Go To Market-ability in relevant products and geographies Go To market • Increased software value-add with higher gross margin • Future growth drivers • Acquire sticky custom
Slide 7: Strategic mergers & acquisitions
Strategic mergers & acquisitions Founded as CLX Networks IPO One brand 201 6 201 7 201 8 201 9 2020 2008 Technology & Innovation Go To Market Voice, video, Personalized Rich messaging, Conversational AI Next-generation verification video Low code tools messaging Scale and SMS profitability USA, Germ
Slide 8: Deal rationale
Deal rationale • Leading SMS messaging provider in Latin America, second largest in Brazil • Conversational messaging business growing >200 percent through innovation & use of new channels Wavy • High WhatsApp volumes, customers using Apple Business Chat, RCS and Facebook Messenger • 260 employees w
Slide 9: Latin America Wavy
Latin America • 626 million people in the region Mexico • Rapid increase in smartphone penetration and mobile internet use Colombia Peru Wavy Brazil • Part of Movile Group • 260 employees, 9 offices, 6 countries Paraguay Chile • Connectivity throughout Latin America with 13 billion transactions per
Slide 10: Use case: Customer care through WhatsApp
Use case: Customer care through WhatsApp Conversational messaging for Ingresso Rápido, the leading ticket sales and event management company in Brazil. Challenge Solution • Large number of incoming calls to contact center • Hybrid chatbot combining scripted decision trees with 20k tickets per month
Slide 11: Use case: Interactivity with Apple Business Chat
Use case: Interactivity with Apple Business Chat Using Apple Business Chat to win back defaulting customers for PlayKids, the Movile-founded education & entertainment platform with content in 7 languages and customers in 180 countries. Time Picker List Picker Authentication ABC Chat 90% Reduction in
Slide 12: Use case: Empowering the mobile workforce
Use case: Empowering the mobile workforce Raised productivity for the largest food delivery platform in Latin America Challenge Solution • 120k couriers on motorbike delivering food for iFood • Chatbot available through in-app messaging with integration to iFood Zendesk environment • Many situations
Slide 13: Financial targets
Financial targets Targets: • Adjusted EBITDA per share to grow Adjusted EBITDA per share, rolling 12 months 20% per year 12.0 • Net debt < 2.5x adjusted EBITDA 10.0 over time 8.0 Performance: 6.0 • Adjusted EBITDA per share grew 4.0 54% in Q4 19, measured on a rolling 2.0 12 month basis 0.0 • Profor
Slide 14: Thanks!
Thanks! Copyright© 2019 CLX Communications AB (publ). All rights reserved. NDA Confidential. 14