TD SYNNEX Corporation · NYSE:SNX
TD SYNNEX — Investor Day (2025)
22 slides from TD SYNNEX's investor day presentation, 2025
Slide 1: Strategic Overview and Market Position
Investor Day 2025 Strategic Overview and Market Position Patrick Zammit Chief Executive Officer
Slide 2: Safe Harbor Statement
Safe Harbor Statement Statements in this Presentation regarding TD SYNNEX that are not historical facts are “forward-looking statements” within the meaning of Section 27A of the Securities Act of 1933 and Section 21E of the Securities Exchange Act of 1934. Such forward looking statements are inheren
Slide 3: Safe Harbor Statement
Safe Harbor Statement During these presentations, we also will be referring to certain non-GAAP financial information. These non-GAAP measures are not prepared in accordance with generally accepted accounting principles. Reconciliations of GAAP to non-GAAP results are included in today’s slide prese
Slide 4: TD SYNNEX is a Compelling Investment Opportunity
TD SYNNEX is a Compelling Investment Opportunity Global leader Diversified Significant cash Experienced Best-in-class with sustainable business flow generation management culture of competitive model with with key focus team committed excellence to advantages, unparalleled on returning to driving fo
Slide 5: TD SYNNEX Snapshot
TD SYNNEX Snapshot #1 100+ 23K+ $82B Global IT Countries Skilled LTM Annual Distributor1 Served Co-Workers Gross Billings2 2.5K+ 200K+ 150K+ $1.7B Vendors / OEMs Products & Solutions Customers LTM Adjusted EBITDA2
Slide 6: Excellence leads to excellence
Commercial excellence Excellence leads to Operational Leadership excellence excellence excellence Co-worker excellence
Slide 7: Our Leadership Team is Comprised of Long-Term Industry Experts
Our Leadership Team is Comprised of Long-Term Industry Experts Corporate Leadership Business Leadership Patrick Zammit Miriam Murphy Reyna Thompson Chief Executive Officer President, Europe President, North America Sergio Farache David Vetter David Jordan Dennis Polk Steve Ichinaga Chief Strategy an
Slide 8: TD SYNNEX's Excellence is Widely Recognized
TD SYNNEX’s Excellence is Widely Recognized Leading Culture Leading Service Global and North American Global ChannelWatch European Distributor Distributor Distributor of the Year of the Year of the Year Distributor North American Distribution Google Partner of the Year Distributor Partner of Partner
Slide 9: IT Ecosystem is Increasingly Complex
IT Ecosystem is Increasingly Complex Technologies – Vendor OEMs PCs / Peripherals / Hybrid Security / Software / Mobile Print Cloud Networking Data / AI IT Partners Mid Market / Public MSPs / ISVs / Segment Enterprise SMB Sector CSPs Specialists
Slide 10: TD SYNNEX Makes a Complex Ecosystem Simple
TD SYNNEX Makes a Complex Ecosystem Simple Technologies – Vendor OEMs PCs / Peripherals / Hybrid Security / Software / Mobile Print Cloud Networking Data / AI IT Partners Mid Market / Public MSPs / ISVs / Segment Enterprise SMB Sector CSPs Specialists
Slide 11: We Serve a Large Addressable Market
We Serve a Large Addressable Market TAM to DTAM Distribution Market Size ($B) Vendor +4.9% CAGR Direct Tier 1 Tier 2 402 372 372 348 Partner Distributor Reseller 2021 2022 2023 2024 End User $2.8T IT Total Addressable Market Stable and Consistent DTAM as a 66% Facilitated Indirectly Percentage of TA
Slide 12: Indirect Market Share has Remained Consistent and is Poised to Benefit from IT Mega Trends
Indirect Market Share has Remained Consistent and is Poised to Benefit from IT Mega Trends Indirect / Direct Sales by Technology Benefiting from IT Mega Trends Unified 2024 Indirect Delivered Market Size ($B) ’24-’28 CAGR 80% 20% Communication Software Cybersecurity 91% 9% 93 +10% (excl. Security) C
Slide 13: TD SYNNEX has Adapted its Model to Maximize Outcomes and Grow its Addressable Market
TD SYNNEX has Adapted its Model to Maximize Outcomes and Grow its Addressable Market The Standard Model TD SYNNEX’s Added Capabilities Supply Chain Services Inventory Management Channel Enablement Delivery Global Logistics Delivery Cloud XaaS Marketplace Emerging Tech Solutions Enterprise Public Sec
Slide 14: TD SYNNEX's Global Value Proposition is Unrivaled
TD SYNNEX’s Global Value Proposition is Unrivaled End-to-End Portfolio Collection of Specialists Rich Supported by Leading GTM Data Lake Vendors Modern IT Industry Leading ODM and CM Capabilities Platforms Financial Profile Serving Hyperscalers Underpinned by world class talent and a strong culture
Slide 15: Uniquely Positioned to Optimize Outcomes for Vendors and Customers
Uniquely Positioned to Optimize Outcomes for Vendors and Customers Vendor Outcomes Customer Outcomes Generate demand, increase margins, Expand customer base increase efficiency Accelerate technology adoption through Expand technology and vendor portfolio enablement Win new end customers Enablement a
Slide 16: Strategic Imperatives Aligned to Deliver Above-Market Growth
Strategic Imperatives Aligned to Deliver Above-Market Growth Unify Our Reach Target New Customers DTAM Expansion Expand portfolio and Capitalize on end-to-end presence in mature and Leverage specialist GTM capabilities to expand developing markets and expertise to target vendor wallet share under-pe
Slide 17: We Have Runway for Growth and Global Expansion
We Have Runway for Growth and Global Expansion North America Europe LATAM APJ Customer Depth Product Offerings Services Capabilities
Slide 18: Expand DTAM
We Increase the Distribution Total Addressable Market Through Three Strategies Inspire Leverage Hyperscaler Expand supply chain vendors to utilize cloud marketplaces services distribution channel Expand DTAM
Slide 19: Hyve Provides Access to Hyperscaler Infrastructure Spend
Hyve Provides Access to Hyperscaler Infrastructure Spend Hyve provides design, manufacturing, and supply chain services, through both ODM and CM capabilities, to deliver and support hyperscale infrastructure globally. U.S. Based Leading Technical Broad Portfolio of Tailored Solutions Vertical Expert
Slide 20: We Continue to Invest in our Services
Integration We Continue to Invest in Increase Supply Chain our Services Attach Rate Business to Unlock Monetize Value for Vendors Install Base Support and Customers Field & Professional Services
Slide 21: TD SYNNEX Strives to Serve the Global IT Ecosystem and Unlock its Potential for All
TD SYNNEX Strives to Serve the Global IT Ecosystem and Unlock its Potential for All Our Our Our Vision Strategy Differentiators Maintain leadership in IT Grow addressable market, Diversified business model, distribution driving above penetrate new segments management team committed market profitable
Slide 22: Thank You
Thank You