Amdocs Limited · NASDAQ:DOX
Amdocs — Investor Day (December 2018)
31 slides from Amdocs's investor day presentation, Dec 11, 2018
Slide 1: Amdocs 2018 analyst and investor day
Amdocs 2018 analyst and investor day Uniquely positioned to seize opportunity in a changing world Shuky Sheffer Amdocs President & CEO December 2018
Slide 2: Forward Looking Statements
Forward Looking Statements This presentation and our remarks contain forward-looking statements (within the meaning of The Private Securities Litigation Reform Act of 1995) that involve substantial risks and uncertainties, including statements regarding our expectations and beliefs about our busines
Slide 3: Amdocs CEO & President Shuky Sheffer
Amdocs CEO & President Shuky Sheffer Today President Amdocs & CEO, Smooth transition 2013-18 Organizational tuning Group President, elerate existing Customer Business egy & Delivery ne new growth Full Amdocs P&L gines 2010-13 Deep relationship with CEO, Retalix customer executives • Public Pay TV &
Slide 4: Agenda
Agenda Amdocs at a glance Scorecard 2017-2018 Market dynamics; seizing the opportunity Future growth drivers Amdocs investment thesis
Slide 5: We design a better future for our customers
We design a better future for our customers, based on our unrivaled experience to deliver Global leader $4B 3 billion Industry knowhow and robust track-record Revenues People touching 36 years, always 80+ major productions Close to 100% our platforms adapting per quarter success rate in and leading
Slide 6: We enable our multi-national customers' growth and consistent digital experience
We enable our multi-national customers’ growth and consistent digital experience across their portfolios…
Slide 7: and propel our local powerhouse customers as they digitize
and propel our local powerhouse customers as they digitize, transform and differentiate.
Slide 8: while powering customer in local markets
while powering 130 customer in local markets, each with its unique go to market model
Slide 9: Cable & media customers are transforming at great pace
At the same time, our cable & media customers are transforming at great pace Benefitting from the promise of multi-play, including mobile & new lines of business…
Slide 10: and we support a formidable media footprint
and we support a formidable media footprint Distributers Owners
Slide 11: An enviable, diversified communications & media customer base
an enviable, diversified communications & media customer base; a key success factor for our future Partner of choice for communications and media companies
Slide 12: You're touched by amdocs when…
You’re touched by amdocs when…
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Slide 14: Agenda
Agenda Amdocs at a glance Scorecard 2017-2018 Market dynamics; seizing the opportunity Future growth drivers Amdocs investment thesis
Slide 15: Scorecard 2017-2018
Scorecard 2017-2018 Full success Checking our progress in the last two years Progress made, ongoing execution • Enable the digital journey: CSP/integrated carrier automation, MSO modernization • Technology and services progression: managed services ecosystems, analytics, cloud, DevOps Core Enterpris
Slide 16: Solid financial performance
Solid financial performance Sustained growth & margin stability while progressing our strategic initiatives Revenues, $M Operating margin (non-GAAP)
Slide 17: Agenda
Agenda Amdocs at a glance Scorecard 2017-2018 Market dynamics; seizing the opportunity Future growth drivers Amdocs investment thesis
Slide 18: Fast changing dynamic market; a world of opportunities
Fast changing dynamic market; a world of opportunities Communications and media
Slide 19: Fast changing dynamic market; a world of opportunities
Fast changing dynamic market; a world of opportunities • One-click, always-on service • Channel of choice • On-demand economy – here and now • Personalization – contextual • Privacy • Connectivity • Best value for money Communications and media Information Security Level 2 – Sensitive © 2018 – Propr
Slide 20: Fast changing dynamic market; a world of opportunities
Fast changing dynamic market; a world of opportunities • One-click, always-on service • Digital • Channel of choice • New entrants • On-demand economy – here and now • Personalization – contextual • Privacy • Fierce competition • Connectivity • 5G ROI • Best value for money Communications • Driving
Slide 21: Fast changing dynamic market; a world of opportunities
Fast changing dynamic market; a world of opportunities • One-click, always-on service • Channel of choice • On-demand economy – here and now • Personalization – contextual • Privacy • Connectivity • Best value for money • Demand for short time to market • Agility, flexibility and automation • Move t
Slide 22: Amdocs Offering Portfolio
Amdocs Offering Portfolio CatalogONE Turbo Charging SmartOps NE Delivery Services CPQ Kenzan SupportONE Multiplay Optima Engineering Revenue Assurance eSIM Migration projekt202 atomIQ aia DigitalO Billing Academy B2B Connected Home Cloud Quality Assurance Mgmt. RAN 5G Content Vubiquity Service Desig
Slide 23: Agenda
Agenda Amdocs at a glance Scorecard 2017-2018 Market dynamics; seizing the opportunity Future growth drivers Amdocs investment thesis
Slide 24: Amdocs growth strategy for 2019–2021
Amdocs growth strategy for 2019–2021 Core engines Digital Empowering our customers’ journey to transformation become digital service providers Grow at new and existing customers by Managed bringing agile, efficient and services intelligence-based operations at the hybrid-cloud environment Capitalize
Slide 25: Agenda
Agenda Amdocs at a glance Scorecard 2017-2018 Market dynamics; seizing the opportunity Future growth drivers Amdocs investment thesis
Slide 26: The Amdocs investment opportunity & outlook
The Amdocs investment opportunity & outlook Combining growth, profitability and capital allocation to enhance returns Improving Growth Attractive market opportunity Market leading position High win rate Highly visible, recurring revenues 2% to 6% Organic Revenue CAGR 2019-2021
Slide 27: The Amdocs investment opportunity & outlook
The Amdocs investment opportunity & outlook Combining growth, profitability and capital allocation to enhance returns Improving Profitability Growth Attractive market opportunity Scale and efficiency benefits Market leading position Consistent project execution High win rate Commitment to innovation
Slide 28: The Amdocs investment opportunity & outlook
The Amdocs investment opportunity & outlook Combining growth, profitability and capital allocation to enhance returns Improving Profitability Capital Growth Allocation Attractive market opportunity Scale and efficiency benefits Improving free cash Market leading position Consistent project execution
Slide 29: The Amdocs investment opportunity & outlook
The Amdocs investment opportunity & outlook Combining growth, profitability and capital allocation to enhance returns Improving Profitability Capital Total Return to Growth Allocation Shareholders Attractive market opportunity Scale and efficiency benefits Improving free cash 4.5%-8.5% Diluted Non-G
Slide 30: Uniquely Positioned To Win
Uniquely Positioned To Win Constantly innovating Delivery DNA The right growth strategy The best people Blue-chip customers Richest set of solutions
Slide 31: Thank you
Thank you @- amdocs