Td Synnex Corporation · NYSE:SNX
Td Synnex — Investor Day (April 2025)
22 slides from Td Synnex's investor day presentation, Apr 10, 2025
Slide 1: Strategic Overview and Market Position
© TD SYNNEX Strategic Overview —— and Market Position Chief Executive Officer
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: Global leader with sustainable competitive advantages
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 foster individual serving a large customer capital
Slide 5: TD SYNNEX Snapshot
TD SYNNEX Snapshot Global IT Countries Skilled LTM Annual Distributor! Served Co-Workers Gross Billings2 Vendors / Products & Customers LTM Adjusted OEMs Solutions EBITDA2 rntation for definitions of non-GAAP measures and reconeiliation of such measures to GAAP © 1 synnex
Slide 6: Commercial excellence leads to Operational Leadership
\ Commercial \ excellence Excellence @ S leads to Operational Leadership excellence Tat ae Co-worker excellence 5) © to synnex
Slide 7: Leadership team
Chief Executive Officer President, Europe President, North America Chief Strategy and Chief Legal Officer Chief Financial Officer Board Director and President, Hyve Solutions Technology Officer Hyve Executive Chief Information Officer Chief Business Officer Chief Human President, Latin America Presi
Slide 8: TD SYNNEX's Excellence is Widely Recognized
TD SYNNEX’s Excellence is Widely Recognized Leading Culture FORTUNE WORLD'S MOST ADMIRED ‘COMPANIES TO WORK FOR 2025 Certified JUN 2024-JUN 2025 usA Leading Service paloalto ) Global and North Global Channel\Watch American Distributor Distributor European Distributor of the Year of the Year of the Y
Slide 9: IT Ecosystem is Increasingly Complex
IT Ecosystem is Increasingly Complex Technologies - Vendor OEMs PCs / | Peripherals / | Hybrid | Security / Software / Print Cloud Networking Data/ Al IT Partners Mid Market / Public MSPs / ISVs / Segment SMB Sector CSPs Specialists Enterprise TD SYNNEX
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/ Al IT Partners Enternnice Mid Market / Public MSPs / ISVs / Segment p SMB Sector CSPs Specialists TD SYNNEX
Slide 11: We Serve a Large Addressable Market
We Serve a Large Addressable Market TAM to DTAM Distribution Market Size ($B) Vendor Direct Tier 1 Tier 2 348 372 372 402 End User 2021 2022 2023 2024 $2.8T IT Total Addressable Market Stable and Consistent DTAM as a 66% Facilitated Indirectly Percentage of TAM ~15% ide Black Book Live Fdition - For
Slide 12: 2024 Indirect Delivered Market Size
Unified 2024 Indirect Delivered Market Size ($B) ’24-’28 CAGR Communication Software Cybersecurity (excl. Security) Components & Peripherals Server/Storage Devices, Imaging, and Printing Security Infrastructure IaaS Software AI Platforms Telecom Services Analytics and Business Intelligence IT Servic
Slide 13: Supply Chain Services and Channel Enablement
Supply Chain Services Inventory Management Channel Enablement Global Logistics Cloud XaaS Marketplace Emerging Tech Solutions Enterprise Public Sector Mid-Market/ SMB Value Added Resellers CSP, ISV, MSP Corporate Partner of the Future Retailers Specialist Model Efficiency Through Omnichannel Experie
Slide 14: TD SYNNEX's Global Value Proposition is Unrivaled
TD SYNNEX’s Global Value Proposition is Unrivaled Portfolio Collection of Supported by GTM Data Lake Leading Vendors IT ODM and CM Platforms Financial Profile Capabilities Serving Underpinned by and a strong 5) © to synnex
Slide 15: Expand customer base and technology portfolio
Generate demand, increase margins, Expand customer base increase efficiency Accelerate technology adoption through Expand technology and vendor portfolio enablement Win new end customers Enablement and skills augmentation Deliver most efficient route to market Deepen vendor support Credit & financin
Slide 16: Expand portfolio and presence in mature and developing markets
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-penetrated or emerging segments Strengthen ODM and Expand service capabilities CM capabilities to grow to enhance v
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 TD SYNNEX
Slide 18: We Increase the Distribution Total Addressable Market
We Increase the Distribution Total Addressable Market Through Three Strategies Inspire . Leverage Expand supply vendors to utilize Hyperscaler cloud chain services distribution channel marketplaces -——— Expand DTAM 5 © synnex
Slide 19: Hyve Provides Access to Hyperscaler Infrastructure
Hyve Provides Access to Hyperscaler Infrastructure Spend Vertical Technical of Capabilities Integration Expertise & Services Driving Value Underpinned by powerful secular trends that positions Hyve for long-term growth 5) © to synnex
Slide 20: Integration, Supply Chain, Support
Integration Supply Chain Support Field & Professional Services
Slide 21: Maintain leadership in IT distribution driving above market profitable growth
Maintain leadership in IT Grow addressable market, Diversified business model, distribution driving above penetrate new segments management team committed market profitable growth and geographies & provide to driving returns for unrivaled breadth and quality of shareholders, best-in-class products a
Slide 22: Thank You
Thank You ! TD SYNNEX