Trimble Inc. · NASDAQ:TRMB
Trimble — Goldman Sachs Industrials & Materials Conference 2019
6 slides from Trimble's conference presentation, May 15, 2019
Slide 1: Introduction to Trimble
Introduction to Trimble Rob Painter, Chief Financial Officer, May 2019
Slide 2: Forward-looking statements
Forward-looking statements Certain statements made in this presentation and any subsequent Q&A period are forward -looking statements, within the meaning of Section 21E of the Securities Exchange Act of 1934, as amended, and are made pursuant to the safe harbor provisions of the Securities Litigatio
Slide 3: Trimble at a glance
Trimble at a glance Company Financial Highlights Non-GAAP Revenue $M Adjusted EBITDA $M • Integrated technology and $4,000 Y/Y: 26.0% software provider to the world’s +18% $800 22.6% Y/Y: 24.0% $3,000 +12% largest industries $600 19.5% 20.2% 22.0% $2,000 $400 20.0% • 1,200+ patents; >$400 million/ye
Slide 4: Connecting the digital and physical worlds
Connecting the digital and physical worlds Construction Agriculture Transportation 3D model at anchor bolt level detail drives pinpoint construction accuracy during fabrication and construction Construction Real time road, vehicle, and driver verification against conditions aligned, managed and opti
Slide 5: The portfolio is positioned to provide balanced growth
The portfolio is positioned to provide balanced growth Diverse business mix Growing software mix Global opportunity 2018 2018 2018 Rest of World, 6% Building Asia-Pacific, Transportation, 13% s& 24% Infrastr ucture, SW, services, Hardware, recurring, North 35% 48% Resources 52% America, 53% & Utilit
Slide 6: Financial and operational metric highlights (as of Q1'19)
Financial and operational metric highlights (as of Q1’19) Annualized recurring $1.7B in TTM software, services TTM free cash revenue ≈$1.07B and recurring revenue flow up +38% (+30% growth) (+28% growth) TTM research & development Approx. $1.1B backlog 14.3% of revenue (>65% of R&D in software) $464
Trimble — Goldman Sachs Industrials & Materials Conference 2019 on 6ix