Logitech International S.a. · SIX:LOGN
Logitech International — Investor Day (March 2019)
24 slides from Logitech International's investor day presentation, Mar 6, 2019
Slide 1: Gaming
GAMING . i UJESH DESAI aAsvcro GM, Gaming logitech
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: product category growth and growth drivers, market segments and size, market segment oppor
Slide 3: PC Gaming ~$3.0B Market
— LEGENDS — | Pe geeeea) (*) PC GAMING ~$3.0B Market Source: Newzoo, NPD, GfK, and Logitech
Slide 4: Simulation wheel market
Simulation numbers based on WW wheel market. Source: NPD, GFK, internal Logitech.
Slide 5: Console ~$2.5B Market
CONSOLE ~$2.5B Market Source: Newzoo, NPD, GfK, and Logitech
Slide 6: Slide 6
Slide 7: Slide 7
Slide 8: Design collaboration with esports pros
DES’ AR 2+ YEARS OF COLLABORATION 50+ ESPORTS PROS 12+ DESIGN PROTOTYPES ALWAYS THE MOST ADVANCED LOGITECH G TECHNOLOGIES
Slide 9: Wireless: LIGHTSPEED, HERO, POWERPLAY
WIRELESS LIGHTSPEED > WIRED HERO WIRELESS FOR THE MASSES OWERPLAY™ INFINITE LIFE
Slide 10: Slide 10
Slide 11: 2018 Viewership
2018 Viewership (in millions) League of Legends World Championship Super Bowl NBA Finals 2018 League of Legends Finals (200 million viewers) Source: ESCWatch.com 2018 Super Bow LII (103.4 million viewers) Source: Variety.com 2018 NBA Finals Game 4 (12.9 million viewers) Source: TVline.com
Slide 12: Viewership Trends
Viewership Trends TOTAL Esports Awareness Esports Audience OCCASIONAL VIEWERS AUDIENCE e p P @ csPorTs eTHUsiASTS 645M’ +14.0% roma CAGR 2017-2022 AUDIENCE eae TOTAL AUDIENCE 454M 395M +15.0% fora +17.8% vy AUDIENCE Yor 335M 44% 2017 2018 2019 2022 10 - 15 year old 16 - 20 year old 21- 25 year old e
Slide 13: Viewership Trends
Viewership Trends = ESPORTS ALMOST AS POPULAR AS SOCCER ESPOR RESONATES MORE WITH YOUTE a] Among male Chinese millennial Sports actively watched/followed os% 60" 60% so soccer so RN te TTT sox ao 40% 30 35% — ee gee 10-20 Ap aa = Source: Newzoo
Slide 14: Esports
Sport4 eSpor' we ih Ww mM
Slide 15: Source: Wired Magazine February 2019
Source: Wired Magazine February 2019
Slide 16: Slide 16
Slide 17: Slide 17
Slide 18: Race: McLaren
Si 79, 10 RA CE : McL = logitech HALLENG
Slide 19: Slide 19
Slide 20: Slide 20
Slide 21: $ iC]
$ 3 2 iC]
Slide 22: PC Gaming, Simulation, Console markets
pannes pannes oc—o PC GAMING SIMULATION CONSOLE ~$3.0B Market ~$300M Market ~$2.5B Market Source: Newzoo, NPD, GfK, and Logitech
Slide 23: Keep Playing
Keep Playing
Slide 24: Logitech
logitech