Trimble Inc. · NASDAQ:TRMB
Trimble — Investor Day (September 2022)
25 slides from Trimble's investor day presentation, Sep 7, 2022
Slide 1: Welcome to the Trimble 2022 Investor Day
Welcome to the Trimble 2022 Investor Day 1
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 Litigation
Slide 3: Trimble Investor Day Agenda
Trimble Investor Day Agenda All times in Mountain Time 09:00 Company Overview and Strategy, Rob Painter Technology & Platform Strategy, Jennifer Lin Trimble Engineering & Construction, Peter Large / Manolis Kotzabasakis Q&A Session I 10:45 Break 10:55 Trimble Transportation, Ron Bisio Trimble Agricu
Slide 4: Investor Day, September 2022: Company Overview and Strategy
Trimble Inc. Investor Day, September 2022 Company Overview and Strategy Presented By: Rob Painter, Chief Executive Officer © 2022 Trimble, Inc - All Rights Reserved - Confidential and Proprietary Information 4
Slide 5: Investment Highlights
Overview 1. Purpose driven 2. Attractive markets 3. Differentiated strategy 4. The right team 5. Compelling business model Investment We have We are purpose driven 1 Highlights 5 a compelling business model We serve We have attractive markets 2 4 the right team 3 We have a differentiated strategy 5
Slide 6: Investment highlights
Overview 1. Purpose driven 2. Attractive markets 3. Differentiated strategy 4. The right team 5. Compelling business model 1 We are purpose driven ● Enabling our customers to do their life’s work, better ● Delivering compelling customer outcomes: better, faster, safer, cheaper, greener 2 We serve at
Slide 7: Investment highlights
Overview 1. Purpose driven 2. Attractive markets 3. Differentiated strategy 4. The right team 5. Compelling business model 4 We have the right team ● Building and nurturing a world class culture ● Executing our Connect & Scale strategy with disciplined capital allocation Investment highlights 5 We h
Slide 8: We serve industries that improve how we live, eat and move
Overview 1. Purpose driven 2. Attractive markets 3. Differentiated strategy 4. The right team 5. Compelling business model We serve industries that improve how we live, eat and move for a better quality of life and a better world Construction Geospatial Transportation Agriculture Building tomorrow’s
Slide 9: Delivering industry transformation - better, faster, safer, cheaper…
Overview 1. Purpose driven 2. Attractive markets 3. Differentiated strategy 4. The right team 5. Compelling business model Delivering industry transformation - better, faster, safer, cheaper… $1.6 15 20 69% (1) (2) (3) (4) More Calories Trillion Billion Acres Minutes Construction Geospatial Transpor
Slide 10: …and greener
Overview 1. Purpose driven 2. Attractive markets 3. Differentiated strategy 4. The right team 5. Compelling business model …and greener 80/30 40/1 90/5 40/15 (1) (2) (3) (4) MMtCO2e/% efficiency MMtCO2e/% efficiency MMtCO2e/% efficiency MMtCO2e/% efficiency gains per year gains per year gains per ye
Slide 11: We have set ambitious carbon reduction goals in line with the Paris Agreement
Overview 1. Purpose driven 2. Attractive markets 3. Differentiated strategy 4. The right team 5. Compelling business model We have set ambitious carbon reduction goals for ourselves in line with the Paris Agreement and a net-zero future by 2050 SCIENCE BASED TARGETS: Transforming the Way We Work SCI
Slide 12: The $64B of addressable markets we serve
Overview 1. Purpose driven 2. Attractive markets 3. Differentiated strategy 4. The right team 5. Compelling business model The $64B of addressable markets we serve represents large, global, underserved and underpenetrated markets with secular growth tailwinds Buildings & Geospatial Transportation Re
Slide 13: We leverage our technology stack across Trimble
Overview 1. Purpose driven 2. Attractive markets 3. Differentiated strategy 4. The right team 5. Compelling business model We leverage our technology stack across Trimble, Digital which enables us to competitively differentiate at the intersection of the physical and digital worlds Attributes: Geome
Slide 14: The breadth and depth of Trimble's reach into served markets
Overview 1. Purpose driven 2. Attractive markets 3. Differentiated strategy 4. The right team 5. Compelling business model The breadth and depth of Trimble’s reach into served markets provides the basis for a unique strategy to transform the way the world works ● >$1 trillion of capital funding mana
Slide 15: Connect & Scale is our customer-driven strategy
Overview 1. Purpose driven 2. Attractive markets 3. Differentiated strategy 4. The right team 5. Compelling business model Connect & Scale is our customer-driven strategy to unlock the growth potential of Trimble Workflows Data / Models Connect Scale ● Lifecycles Products & ● Systems Services ● Work
Slide 16: Connect & Scale transforms how we do business and deliver customer value
Overview 1. Purpose driven 2. Attractive markets 3. Differentiated strategy 4. The right team 5. Compelling business model Connect & Scale transforms how we do business and deliver breakthrough customer value Past Present Future Point solution Solution Bundles Ecosystem Product strategy Trimble HW o
Slide 17: Connect & Scale transforms how we do business and deliver customer value
Overview 1. Purpose driven 2. Attractive markets 3. Differentiated strategy 4. The right team 5. Compelling business model Connect & Scale transforms how we do business and deliver breakthrough customer value Past Present Future Point solution Solution Bundles Ecosystem Product strategy Trimble HW o
Slide 18: We are in the early innings of our Connect & Scale journey
Overview 1. Purpose driven 2. Attractive markets 3. Differentiated strategy 4. The right team 5. Compelling business model We are in the early innings of our Connect & Scale journey, with proof points and early learnings calibrating and confirming our path 2022 2023 2025 Trimble Construction One Tri
Slide 19: We are in the early innings of our Connect & Scale journey
Overview 1. Purpose driven 2. Attractive markets 3. Differentiated strategy 4. The right team 5. Compelling business model We are in the early innings of our Connect & Scale journey, with proof points and early learnings calibrating and confirming our path 2022 2023 2025 Trimble Construction One Tri
Slide 20: Customers are validating and embracing the direction of Connect & Scale
Overview 1. Purpose driven 2. Attractive markets 3. Differentiated strategy 4. The right team 5. Compelling business model Customers are validating and embracing the direction of Connect & Scale Customers want to know how to improve efficiency”… “I Trimble Ag software has allowed us to better manage
Slide 21: Our go to market strategy is evolving to provide a unified customer experience
Overview 1. Purpose driven 2. Attractive markets 3. Differentiated strategy 4. The right team 5. Compelling business model Our go to market strategy is evolving to provide customers a unified customer experience while optimizing global reach Point products -> Subscription bundles Unified Platform Cu
Slide 22: Our Executive Team possesses over 190 years of combined experience
Overview 1. Purpose driven 2. Attractive markets 3. Differentiated strategy 4. The right team 5. Compelling business model Our Executive Team possesses over 190 years of combined software, hardware and digital transformation experience CFO Transportation Autonomy Owner & Public Sector Strategy Legal
Slide 23: We differentiate by creating and fostering a connected culture
Overview 1. Purpose driven 2. Attractive markets 3. Differentiated strategy 4. The right team 5. Compelling business model We differentiate by creating and fostering a connected culture Leading Culture High Engagement Cultivating Ownership, Wellbeing & Community Employee Engagement Ownership ~40% of
Slide 24: We embrace our roles as capital allocators with a proven track record
Overview 1. Purpose driven 2. Attractive markets 3. Differentiated strategy 4. The right team 5. Compelling business model We embrace our roles as capital allocators with a proven, long-term track record of execution and value creation - both organically and inorganically 24
Slide 25: Since 2020, we have established a strong foundation for our strategy
Overview 1. Purpose driven 2. Attractive markets 3. Differentiated strategy 4. The right team 5. Compelling business model Since 2020, we have established a strong foundation for our strategy. We are focused on continued ARR growth, margin progression, and cash flow as financial KPIs. Our Foundation