Hp Inc. · NYSE:HPQ
Hp — Investor Day (October 2018)
25 slides from Hp's investor day presentation, Oct 3, 2018
Slide 1: Stephen Nigro | Christoph Schell | 3D Printing Business
STEPHEN NIGRO I CHRISTOPH SCHELL I 3D PRINTING BUSINESS 1 © Copyright 2018 HP Development Company, L.P. The information contained herein is subject to change without notice.
Slide 2: Forward-looking statements
This presentation contains forward-looking statements that involve risks, uncertainties and assumptions. If the risks or uncertainties ever materialize or the assumptions prove incorrect, the results of HP Inc. and its consolidated subsidiaries (“HP”) may differ materially from those expressed or im
Slide 3: Non-GAAP financial measures
HP has included non-GAAP financial measures in this presentation to supplement HP’s consolidated financial statements presented on a GAAP basis. Definitions of these non-GAAP financial measures and reconciliations of these non-GAAP financial measures to the most directly comparable GAAP financial me
Slide 4: 2018's most used commercial plastics 3D printer
#1 2018’S MOST USED PRODUCTION PARTS ACROSS COLOR AND METALS IN COMMERCIAL INDUSTRIAL TRANSPORTATION, INDUSTRIAL, SOLUTIONS LAUNCHED PLASTICS1 3D PRINTER2 MEDICAL, CONSUMER 50%+ 10X THE APPLICATIONS, SOFTWARE AND CUSTOMER, PARTNER, OF BENCHMARKS 1000+ TODAY 3 DATA SERVICES AND GEO GROWTH FOR PRODUCT
Slide 5: Manufacturing: unlock $12T
Manufacturing Unlock $12T Product Material Material capabilities price selection Accelerate Design for New supply Standards additive chain and policy 3D Printing1 1. Per HP internal estimate 5 © Copyright 2018 HP Development Company, L.P. The information contained herein is subject to change without
Slide 6: Launch, establish, expand
EXPAND the portfolio and go-to-market ESTABLISH Initial the business FY18 LAUNCH FY17 FY16 6 © Copyright 2018 HP Development Company, L.P. The information contained herein is subject to change without notice.
Slide 7: HP Jet Fusion 4200 Production
HP JET FUSION 4200 Production 7 © Copyright 2018 HP Development Company, L.P. The information contained herein is subject to change without notice.
Slide 8: Open materials platform, integrated software suite
HP JET FUSION 42001 HP JET FUSION 42101 HP JET FUSION HP METAL JET3 Production Mass production 300/500 SERIES2 Mass production Full color prototyping and short runs OPEN MATERIALS INTEGRATED BIG DATA AND PLATFORM SOFTWARE SUITE ANALYTICS BACKBONE 1. Available now 2. Available to select customers in
Slide 9: Transportation, Industrial, Medical, Consumer
TRANSPORTATION INDUSTRIAL MEDICAL CONSUMER 9 © Copyright 2018 HP Development Company, L.P. The information contained herein is subject to change without notice.
Slide 10: Applications across transportation, industrial, medical, consumer
TRANSPORTATION INDUSTRIAL MEDICAL CONSUMER EV BATTERY COOLING ROBOTIC ARM DENTAL ALIGNERS VR HEADSET AND CHARGER MOTORBIKE MANIFOLD TUBE BENDING TOOL ORTHOTICS BIKE HELMET TRAIN DOOR SUPPORT ROBOT ARM GRIP PROSTHETICS PERSONALIZED / CUSTOM FOOTWEAR 10 © Copyright 2018 HP Development Company, L.P. Th
Slide 11: HP internal production applications
2 – 6 months ~$10M 6 – 8 weeks Improved experience HP Z 3D CAMERA HP INKJET PRINTHEADS HP SPROCKET JET FUSION 300/500 TANK MIXER FOR INDIGO 300/500 SERIES AIR DUCT LFP SPARE PARTS NOTEBOOK ADAPTER 11 © Copyright 2018 HP Development Company, L.P. The information contained herein is subject to change
Slide 12: 30%+ of installed base are multi-unit deployments
30%+ OF INSTALLED BASE ARE MULTI-UNIT DEPLOYMENTS 12 © Copyright 2018 HP Development Company, L.P. The information contained herein is subject to change without notice.
Slide 13: Metal Jet: high-volume metal parts
MORE SOLUTION FOR FINAL PRODUCTIVE HIGH-VOLUME METAL PARTS 1 Large bedsize Less than $399K Stainless steel 1. Pre-order reservations today, broad commercial availability 2021. Cost of the Metal Jet printer. 13 © Copyright 2018 HP Development Company, L.P. The information contained herein is subject
Slide 14: © Copyright 2018 HP Development Company, L.P. The information contained herein is subject to
14 © Copyright 2018 HP Development Company, L.P. The information contained herein is subject to change without notice.
Slide 15: Christoph Schell | 3D Printing Business
CHRISTOPH SCHELL I 3D PRINTING BUSINESS 15 © Copyright 2018 HP Development Company, L.P. The information contained herein is subject to change without notice.
Slide 16: Platform accelerating production journey
ACCELERATING PLATFORM PRODUCTION JOURNEY 16 © Copyright 2018 HP Development Company, L.P. The information contained herein is subject to change without notice.
Slide 17: HP Inkjet Moore's Law
Drops For 30+ years, per second HP Thermal Inkjet printer performance has doubled 100,000,000,000 every 18 months Gen 4 10,000,000,000 1,000,000,000 100,000,000 Gen 3 10,000,000 1,000,000 Gen 2 100,000 Gen 1 HP Inkjet “Moore’s Law” 10,000 1984 Year 2019 17 © Copyright 2018 HP Development Company, L.
Slide 18: Portfolio and new markets from leading partners
PORTFOLIO NEW MARKETS FROM LEADING PARTNERS 18 © Copyright 2018 HP Development Company, L.P. The information contained herein is subject to change without notice.
Slide 19: Data & learning
DATA & LEARNING 4+TB of data generated each build 19 © Copyright 2018 HP Development Company, L.P. The information contained herein is subject to change without notice.
Slide 20: Six keys to transform manufacturing
PARTS BREAKEVEN QUALITY MATERIALS 110K → 1M+ plastic parts Match injection Broader 50K → 500K+ metal parts molding portfolio APPLICATIONS DATA & SOFTWARE Voxel-level designs, Machine optimization, larger sizes advanced design services Unlock Accelerate SIX KEYS TO TRANSFORM MANUFACTURING Product cap
Slide 21: Digital manufacturing network
DIGITAL NEW CUSTOMER MANUFACTURING NETWORK PARTNERS ENABLEMENT Digital manufacturing Design services Vertical focus centers Knowledge and OEM / development hubs Design software supplier value chain Regional centers Digital manufacturing of excellence integrators 21 © Copyright 2018 HP Development Co
Slide 22: Mass customization, functional production, new architectures
New architectures 2021+ Functional production 2019+ Mass customization Today 22 © Copyright 2018 HP Development Company, L.P. The information contained herein is subject to change without notice.
Slide 23: Expand, accelerate, capture value
And beyond… FY20 CAPTURE VALUE of industry disruption FY19 EXPAND FY18 digital manufacturing ACCELERATE applications and verticals 23 © Copyright 2018 HP Development Company, L.P. The information contained herein is subject to change without notice.
Slide 24: Driving the next digital industrial revolution
DRIVING THE NEXT DIGITAL INDUSTRIAL REVOLUTION 24 © Copyright 2018 HP Development Company, L.P. The information contained herein is subject to change without notice.
Slide 25: Securities Analyst Meeting 2018
SECURITIES ANALYST MEETING 2018 25 © Copyright 2018 HP Development Company, L.P. The information contained herein is subject to change without notice.