Jacobs Solutions Inc. · NYSE:J
Jacobs Solutions — Merger or Acquisition (February 2022)
11 slides from Jacobs Solutions's merger presentation, Feb 7, 2022
Slide 1: Investor Update: Jacobs + StreetLight
Investor Update Jacobs + StreetLight Transforming Transportation and Infrastructure Solutions February 2022
Slide 2: Safe Harbor: Forward-Looking Statements
Safe Harbor Forward-Looking Statements Certain statements contained in this presentation constitute forward-looking statements as such term is defined in Section 27A of the Securities Act of 1933, as amended, and Section 21E of the Securities Exchange Act of 1934, as amended, and such statements are
Slide 3: The acquisition of StreetLight, a mobility analytics SaaS provider
+ The acquisition of StreetLight, a mobility analytics SaaS (Software-as-a-Service) provider, expands our comprehensive cutting-edge, technology-enabled data driven solutions. 3 ©Jacobs 2022
Slide 4: StreetLight platform provides human mobility, supply chain efficiency and social value analytics
StreetLight platform provides human mobility, supply chain efficiency and social value analytics ▪ U.S. Infrastructure investments to drive acceleration in transportation, EV charging and urban development ▪ Commercial customers in need of data-rich solutions to understand changes in human mobility
Slide 5: Large, growing and dynamic market
Large, growing and dynamic market Adjacent Data-enabled StreetLight 2026 Forecasting Commerical Total Addressable Campuses Real Estate Market (TAM) in Growth North America Nat'l Govt OEMs/ Automakers Tourism & Agencies $3.5B Recreation Brand Transit/Ports Advertisers Smart Cities Alt Data for Core Q
Slide 6: Mobility analytics leader with unique data solutions
Mobility analytics leader with unique data solutions Critical need for data-driven planning Big data helps better understand mobility and address societal challenges. Provides a compelling, modern alternative Legacy data collection methods require months of lead time and are of limited flexibility a
Slide 7: Comprehensive offerings with competitive advantages
Comprehensive offerings with competitive advantages Increasing Value Big Data Ingestion: Powerful Processing Engine: Highly Differentiated Intelligence Platform: LBS and Contextual Source Data Machine Learning + Data Asset: StreetLight InSight® Algorithmic Processing Derived Mobility Metrics Every m
Slide 8: Robust financials and compelling expected growth
Robust financials and compelling expected growth Demonstrable Scale ~380 September 2021A Total Clients Durable Business Attractive Customer Model Acquistion Cost ~113% 9.5x LTM 2021A Revenue LTM 2021A Net Retention1 LTV/CAC Ratio1 Note: ARR= Annual Recurring Revenue, LTV / CAC = Lifetime Value to Co
Slide 9: Attractive revenue and product development synergies
Attractive revenue and product development synergies + ▪ Provides market entry to expand SaaS model via Jacobs' clients Increase Penetration Enhance and Expand in Core Market Product Offerings Expanding ▪ Provides immediate access to over 200 new Opportunity North American Transportation clients Ent
Slide 10: Appendix: Calculation of Metrics
Appendix Calculation of Metrics This presentation contains certain metrics which management believes are useful in evaluating the performance of StreetLight. Because StreetLight derives the vast majority of its revenue from recurring software subscriptions, these metrics provide investors with visib
Slide 11: Challenging today.
a | Challenging today. Jacobs ws
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