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Schneider Electric — Merger or Acquisition (July 2026)
13 slides from Schneider Electric's merger presentation, Jul 1, 2026
Slide 1: Unlocking a new level of strategic intelligence for Industrial AI with Cognite
Unlocking a new level of strategic intelligence for Industrial AI with Cognite Agreement to acquire Cognite Olivier Blum, Schneider Electric Chief Executive Officer Nathan Fast, Schneider Electric Chief Financial Officer Caspar Herzberg, AVEVA Chief Executive Officer 1st July 2026 Property of Schnei
Slide 2: Disclaimer
Disclaimer All forward-looking statements are Schneider Electric management’s present expectations of future events and are subject to a number of factors and uncertainties that could cause actual results to differ materially from those described in the forward-looking statements. For a detailed des
Slide 3: Advancing Energy Tech to the Next Level of Intelligence
Advancing Energy Tech to the Next Level of Intelligence WE ARE YOUR ENERGY TECHNOLOGY PARTNER We electrify, automate and digitalize every industry, business and home, driving efficiency and sustainability for all. This is ADVANCING ENERGY TECH. Property of Schneider Electric | Page 3
Slide 4: Building unique value for our customers to go to the next level of Energy & Industrial Intelligence
Building unique value for our customers to go to the next level of Energy & Industrial Intelligence leveraging Data & AI Data federation Device / Edge / Cloud Enterprise Data Operational Data Field Data Ecosystem Data Domain Expertise & Digital Twin across Lifecycle Ecosystem Design Build Organizing
Slide 5: Creating an Industrial Intelligence platform through organic innovation and strategic acquisitions
Creating an Industrial Intelligence platform through organic innovation and strategic acquisitions 2026 and beyond Industrial AI 2021 2018 AVEVA + OSIsoft Data Puts data into context and allows exploitation by AI. Industrial Knowledge Graph AVEVA + Schneider Adds the world’s leading source and Gener
Slide 6: Cognite's trusted data foundation, agentic AI capabilities, and workflow layer
Cognite's trusted data foundation, agentic AI capabilities, and workflow layer transform industrial data into intelligence for customers at scale Cognite Flows AI-Native Industrial Experiences 2017 Action layer enabling industrial companies to rapidly build and scale production-ready AI-native workf
Slide 7: Our strategy remains centered around CONNECT
Our strategy remains centered around CONNECT… Industrial intelligence Seamless All enabled experience by an ecosystem Applications of Design Build Operate Optimize & analytics developers and Information Engineering information Operations information partners Assets and devices Confidential Property
Slide 8: Combining AVEVA and Cognite unlocks the full power of industrial data
… combining AVEVA and Cognite unlocks the full power of industrial data Industrial intelligence Ecosystem App Framework, Trending, Canvas User Experience Partner Solutions via Cognite's open, cloud and LLM-agnostic approach preserves and extends AVEVA's Atlas AI AI partner ecosystem Data Fusion, Kno
Slide 9: A targeted acquisition with a strong strategic rationale
A targeted acquisition with a strong strategic rationale AVEVA accelerates Cognite through… Cognite accelerates AVEVA through… Data Data Platform & AI PI System is the data foundation for industrial AI Contextualised data Knowledge Graph AI Workbench Industry expansion Large industrial segments cove
Slide 10: AVEVA's installed base will become Cognite's distribution engine
AVEVA's installed base will become Cognite's distribution engine AVEVA’s global customer base Confidential Property of Schneider Electric | Page 10 Property of Schneider Electric | Page 10
Slide 11: Key terms of the acquisition, aligned with our capital allocation priorities
Key terms of the acquisition, aligned with our capital allocation priorities In 2025, Cognite’s published annual revenue exceeded $170 million, 2025 financials marked by 36% growth in ARR bookings Purchase Price Definitive agreement to acquire Cognite at an enterprise value of $3.1 billion Considera
Slide 12: Q&A
Q&A Property of Schneider Electric | Page 12
Slide 13: se.com
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