Sensata Technologies Holding Plc · NYSE:ST
Sensata Technologies — Investor Presentation (June 2021)
17 slides from Sensata Technologies's investor presentation, Jun 2, 2021
Slide 1: Sensata Insights takes Smart & Connected to the next level
Sensata Insights takes Smart & Connected to the next level June 2, 2021
Slide 2: Forward-Looking Statements
Forward-Looking Statements Safe Harbor Statement This presentation contains "forward-looking statements" within the meaning of the Private Securities Litigation Act of 1995, which relate to future events and are subject to risks and uncertainties. The forward-looking statements, which address the Co
Slide 3: Combination of Sensata and Xirgo creates significant competitive advantages in the data insights market
Combination of Sensata and Xirgo creates significant competitive advantages in the data insights market Businesses need real-time information Key Internet of Things (IoT) Megatrend to make decisions and run their is enabled by real-time data and activities effectively to generate returns connectivit
Slide 4: Sensata Insights, with Xirgo, provides valuable data to OEMs, fleet managers, and logistics companies
Sensata Insights, with Xirgo, provides valuable data to OEMs, fleet managers, and logistics companies DaaS . Telematics & Data Insight Vehicle Area Network Embedded & Wireless Systems Sensor Design & Development 2014 2018 2021 Many additional high-value sensing applications and sources of data ins
Slide 5: Acquisition of Xirgo expands Sensata's technology, markets and customers: now rebranded Sensata Insights
Acquisition of Xirgo expands Sensata’s technology, markets and customers: now rebranded Sensata Insights Adds leading telematics gateway, important sensing parameters, and expansive customer base Leading telematics and data insight Complementary product solutions provider across transportation
Slide 6: Value Proposition Video
Value Proposition Video 6 Sensata Insights Initiative
Slide 7: Data insights market presents challenging needs and dynamics
Data insights market presents challenging needs and dynamics Market Needs and Dynamics Vehicle location Light-Duty Vehicle diagnostics and predictive maintenance to improve uptime and Driver behavior monitoring and accident reconstruction; insurance underwriting optimization Passenger Vehicles
Slide 8: Sensata Insights is positioned to address customer needs in fast-growing vertical markets
Sensata Insights is positioned to address customer needs in fast-growing vertical markets Market Opportunity* Sensata Positioning Light-Duty In-house modular full-stack portfolio $3.0B and $0.5B Passenger Most extensive and flexible sensing portfolio with Vehicles Today 2030 in-house designs, jo
Slide 9: Modular, full-stack solutions, along with partner integration and support, delivers valuable data insights
Modular, full-stack solutions, along with partner integration and support, delivers valuable data insights to variety of end users Cargo & Containers Heavy-Duty Vehicle Light-Duty Vehicle Support Full-Stack Platform & Solution Partners Data Insight Services Integration System Health & Security Monit
Slide 10: Sensata Insights integrates sensors with multiple communication layers to create valuable solutions for customers
Sensata Insights integrates sensors with multiple communication layers to create valuable solutions for customers Sensata Insights Product Offering Data Insight Parameter IDs Services Data Analytics Data-as-a-Service for On-board Diagnostics Cloud Platform Cloud Applications & Middleware Device Mana
Slide 11: Sensata Insights addresses critical fleet ecosystem needs: An example
Sensata Insights addresses critical fleet ecosystem needs: An example Illustrative Heavy-Duty Vehicle Data Insight Model Sensing portfolio collects high Driver Operations Maintenance Yard & Dock value data (e.g. cargo capacity, TPMS, video) Vehicle area network enables truck-to-trailer link and
Slide 12: Sensata's multi-channel go to market approach provides compelling value proposition
Sensata’s multi-channel go to market approach provides compelling value proposition Source of Revenue Channel Value Proposition 1x H/W Recurring TSP • Access to new sensing data insight along with connected devices and enabling technologies to enhance overall solution for sales to fleet customer
Slide 13: Sensata Insights current customer base includes Tier-1s, OEMs, channel partners, and fleet owners
Sensata Insights current customer base includes a powerful combination of Tier-1s, OEMs, leading channel partners, and fleet owners / fleet data consumers Tier 1 and OEM Customers Channel Partners and Fleet Owners 13 Sensata Insights Initiative
Slide 14: Customers already responding positively to offering with important recent new business wins
Customers already responding positively to offering with important recent new business wins Leading Global Package Delivery Service Nationwide Truck Leasing Company Retrofit ~85K assets in the field ~50K assets in the field Tire pressure, vehicle area network, Tire pressure, asset tracking,
Slide 15: Sensata + Xirgo = Sensata Insights
Sensata + Xirgo = Sensata Insights; Unleashes compelling data insight offering for broad end user base Businesses need real-time information Key Internet of Things (IoT) Megatrend to make decisions and run their is enabled by real-time data and activities effectively to generate returns connectivity
Slide 16: Q&A
Sensata Technologies Q&A
Slide 17: Sensata Insights Questions and Answers
Sensata Insights Questions and Answers Jeff Cote, CEO and President Paul Vasington, EVP and CFO Shawn Aleman, GM of Data Insights George Verras, Chief Technology Officer Jacob Sayer, VP Finance – Investor Relations 17 Sensata Insights Initiative
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