Microsoft Corp. · NASDAQ:MSFT
Microsoft — Merger or Acquisition (June 2018)
24 slides from Microsoft's merger presentation, Jun 4, 2018
Slide 1: Microsoft GitHub
_ = Microsoft €) GitHub
Slide 2: On the call today
On the call today Satya Nadella CEO, Microsoft Chris Wanstrath CEO & Co-Founder, GitHub Nat Friedman Incoming GitHub CEO, (upon deal close) Amy Hood EVP & CFO, Microsoft
Slide 3: Forward looking statements
Forward looking statements This presentation contains forward-looking statements, which are any predictions, projections or other statements about future events based on current expectations and assumptions that are subject to risks and uncertainties. The potential risks and uncertainties include, a
Slide 4: Microsoft + GitHub = Empowering Developers
Microsoft + GitHub = Empowering Developers Microsoft and GitHub’s vision for the opportunity ahead June 4, 2018
Slide 5: Intelligent Cloud and Intelligent Edge
Intelligent Cloud and Intelligent Edge The world is a computer Intelligent Cloud Intelligent Edge 68
Slide 6: The world is a computer
The world is a computer Developers IT HR Sales Marketing Finance Legal Operations Product development
Slide 7: Empowering every developer
Empowering every developer Empower every person and every organization on the planet to achieve more Built for developers – to learn, share, and work together to build software
Slide 8: Developers
Developers Microsoft is the most active organization on GitHub The world’s leading software development platform
Slide 9: Microsoft ♥ Developers
BE Microsoft gy Developers
Slide 10: Microsoft ♥ Open Source
HH Microsoft gy Open Source
Slide 11: Opportunity ahead
Opportunity ahead Empower developers to achieve more at every stage of the development lifecycle Accelerate enterprise developers' use of GitHub Bring Microsoft’s developer tools and services to new audiences
Slide 12: The deal
The deal Microsoft will acquire GitHub for $7.5B in all stock consideration GitHub will retain its developer-first ethos, operate independently and remain an open platform Chris Wanstrath (GitHub Co-Founder and CEO) has stated his full support of the transaction and will join Microsoft as a Technica
Slide 13: Chris Wanstrath, CEO & Co-Founder, GitHub
Chris Wanstrath CEO & Co-Founder, GitHub Use this version for small sizes – no dots in tail
Slide 14: Nat Friedman, Incoming GitHub CEO
Nat Friedman Incoming GitHub CEO (upon deal close)
Slide 15: The developer's home
The developer’s home GitHub, where you go to be a developer – to discover, create, learn and collaborate. Commitment to openness More developers, more capabilities Q+A Build Plan Test Optimize Analytics Deploy to cloud Discover & collaborate Docs Debug Code Monitoring
Slide 16: Code to cloud and code to edge
Amazon Web Services Microsoft Azure Google Cloud Code to cloud and code to edge The cloud is becoming an integral part of every developer’s workflow. By integrating tools & services that developers love, we can bridge the gap from code to cloud and code to edge, creating more connected, intelligent
Slide 17: The developer's marketplace
The developer’s marketplace Today, developers need to find and assemble services from many locations and pay for them separately. In the future, developers will be able discover, adopt, consume and pay for everything they need in one place. This includes developer and cloud services from Microsoft a
Slide 18: Visual Studio Code
Visual Studio Code VS Code customers will be able to flow productively and seamlessly between the GitHub experience and the VS Code experience without potentially distracting context changes, integrating checkouts, pull request creation and reviewing, branch management, and issue management smoothly
Slide 19: The home for all developers
All developers Any language Any operating system Any cloud Any device The home for all developers Everywhere
Slide 20: Amy Hood, Executive Vice President & CFO, Microsoft
Amy Hood Executive Vice President & CFO, Microsoft
Slide 21: Summary of approach
Summary of approach
Slide 22: Financial Summary
Financial Summary Accretive to operating income in FY20 on a non-GAAP basis* Minimal (less than 1%) EPS dilution in FY19 and FY20 on a non-GAAP basis* Incremental share buyback, beyond normal quarterly pace, expected to fully offset stock consideration issued in the transaction within 6 months after
Slide 23: Regulatory approach
Regulatory approach We plan to obtain regulatory approval in the United States and the European Union We are confident about our prospects for obtaining regulatory approval by the end of this calendar year We believe the merger is highly complementary and will benefit consumer and enterprise users w
Slide 24: Empower every person and every organization on the planet to achieve more
Empower every person and every organization on the planet to achieve more Built for developers – to learn, share, and work together to build software