Microsoft Corp. · NASDAQ:MSFT
Microsoft — Merger or Acquisition (April 2021)
27 slides from Microsoft's merger presentation, Apr 12, 2021
Slide 1: Microsoft + Nuance
=u Microsoft BY NUANCE April 12, 2021
Slide 2: Brett Iversen
Brett Iversen GM of Investor Relations, Microsoft
Slide 3: On today's call
On today’s call rN Satya Nadella Mark Benjamin Amy Hood Scott Guthrie CEO, Microsoft CEO, Nuance EVP & CFO, Microsoft EVP of Cloud & Al, Microsoft
Slide 4: Forward-Looking Statements
Forward-Looking Statements Act of 1995 with the “safe harbor" provisions respect to the prop. i it nati id Nuance, includi fing the benefits i i y ore entiied “believe.” “project.” “predicts,” “budget,” “forecast” should,” ‘wil “would,” “will bee “wil continue’ “wil likely result: and Ke estimate,”
Slide 5: Satya Nadella
Satya Nadella CEO, Microsoft
Slide 6: Empowering people and organizations
BE Microsoft Bg NUANCE Empowering people and organizations
Slide 7: Empowering healthcare
am Microsoft BY g NUANCE Empowering healthcare
Slide 8: Nuance
Nuance of U.S. hospitals are of U.S. radiologists of Fortune 100 Nuance customers use Nuance partner with Nuance
Slide 9: Nuance
Nuance Ambient clinical Healthcare Cross-industry intelligence cloud enterprise Al Customer engagement and security
Slide 10: Increases our healthcare TAM to nearly $500 billion
BE Microsoft BN NUANCE Increases our healthcare TAM to nearly $500 billion
Slide 11: Increases our healthcare TAM to nearly $500 billion
BE Microsoft BM NUANCE Increases our healthcare TAM to nearly $500 billion Expands our cross-industry Al leadership
Slide 12: Mark Benjamin
Mark Benjamin CEO, Nuance
Slide 13: Nuance: AI is in our DNA
Nuance Al is in our DNA g speech tech + Natural language understanding * Machine learning ) Cloud ion as the Transform how platform in the workflow new user interface work is done
Slide 14: Tackling the toughest challenges in healthcare and customer engagement
Tackling the toughest challenges in healthcare and customer engagement pang Clinician burnout 40-60% of physicians are bumed out Healthcare Financial pressure 9 30-35% of U.S. hospitals had negative margins prior to COVID-19 Customer acquisition 73% of people point to customer experience as an impor
Slide 15: A leader in conversational AI and cloud technologies
Nuance A leader in conversational Al and cloud technologies for healthcare and other enterprise verticals 550,000 physicians 75% of US. radiologists 77% of U.S. hospitals 10,000+ global healthcare organizations 37% FY20 YoY Healthcare Cloud revenue growth 31B customer interactions per year 8B succes
Slide 16: Microsoft + Nuance
BE Microsoft By NUANCE
Slide 17: Scott Guthrie
Scott Guthrie EVP of Cloud & Al, Microsoft
Slide 18: Microsoft + Nuance strategic priorities
BE Microsoft ™s NUANCE Deliver voice-enabled solutions to help providers be more effective Empower providers with ambient clinical intelligence Enable providers to use Al to deliver the right decision at the right time Deliver integrated Al-driven digital engagement for every industry
Slide 19: Deliver voice-enabled solutions to help providers be more effective
Deliver voice-enabled solutions to help providers be more effective Bring decades of domain expertise to Microsoft's Cloud for Healthcare and leading Al cognitive services 550 physicians use Nuance solutions
Slide 20: Empower providers with ambient clinical intelligence
Empower providers with ambient clinical intelligence Supercharge any provider/patient interaction with real-time intelligence O/ of U.S. hospitals are 77 % Nuance customers
Slide 21: Enable providers to use AI to deliver the right decision at the right time
Enable providers to use Al to deliver the right decision at the right time Reduce the time from imaging to diagnosis and treatment with intelligent solutions and strong partnerships O/ ofUS. radiologists use Nuance 15% to be more efficient and effective
Slide 22: Deliver integrated AI-driven digital engagement for every industry
Deliver integrated Al-driven digital engagement for every industry Bring intelligence to any customer interaction with integrated voice, digital, and biometric solutions O/ ofthe Fortune 100 85 % partner with Nuance
Slide 23: Additional opportunities together
Additional opportunities together Access to Microsoft's globally scaled cloud infrastructure and technology stack Empower partners and developers with ambient Al platform to build differentiated solutions Nuance can utilize Microsoft's field and distribution channels to reach new audiences and more
Slide 24: Amy Hood
Amy Hood EVP & CFO, Microsoft
Slide 25: Deal overview
Deal overview Structure $56 per share, implying a 23% premium to Nuance’s closing price on April 9, 2021 $19.7 billion enterprise value All-cash consideration Intend to close by the end of this calendar year Financial impact Minimally dilutive (less than 1%) to EPS in FY22 ona non-GAAP basis” Accret
Slide 26: Microsoft + Nuance
BE Microsoft By NUANCE
Slide 27: Microsoft
Microsoft (© Copytight Microsoft Corporation. lights reserve,