Td Synnex Corporation · NYSE:SNX
Td Synnex — Investor Day (April 2025)
11 slides from Td Synnex's investor day presentation, Apr 10, 2025
Slide 1: History of Hyve and Recent Updates
History of Hyve and Recent Updates ? 7 Board Director & Hyve Solutions Executive ne / / 1 I I
Slide 2: Forward-looking statements
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 inherently uncertain, and sto
Slide 3: Non-GAAP information and no offer or solicitation
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 presentations. In addition,
Slide 4: Hyve Solutions Strategy
© TD SYNNEX Hyve Solutions ee Strategy
Slide 5: Hyve provides design, manufacturing, and supply chain services
solutions” Hyve provides design, manufacturing, and supply chain services, through both ODM and CM capabilities, to deliver and support globally.
Slide 6: Design Manufacture Assemble
Manufacturing Design Sales/Admin Design Manufacture Assemble Support Deploy
Slide 7: Hyperscaler FY24 capex spend and FY25E growth
FY24 Capex Spend, $B FY25E Growth1 Amazon Microsoft Alphabet Meta Apple Oracle 1Nasdaq consensus estimates as of 4/1/2025
Slide 8: Full system / rack design to delivery
Full system / rack design to delivery Spares, upgrades Outsourced supply and add-on chain planning components, and and continuity of onsite support supply purchases Full system / rack assembly to delivery
Slide 9: Customized, purpose-built design
Customized, purpose-built design Manufacturing scale and productivity Vertical integration, secure supply chain Logistics, services, support Skilled sales, design, delivery teams
Slide 10: Continued Design Collaboration with Customers & Tech Partners
Continued Design Collaboration with Customers & Tech Partners Design & Production of Expanding Breadth of Next Gen AI Network Switches End-to-End Services Investing in Next Gen Inference Customers & Solutions US-Based, Liquid Cooling, AI-Enabled Factories Expansion of US SMT Production
Slide 11: Be the leader in data center AI, compute, and network design and manufacturing
Be the leader in data Grow customer base, Favorable US footprint, center AI, compute, and expand design and diversified business model, network design and engineering capabilities, unique vertical integration, manufacturing, driving enable leading data center and secure supply chain above market gro