Western Union Company (the) · NYSE:WU
Western Union Company (the) — The Western Union Company — Investor Day (2016)
23 slides from Western Union Company (the)'s investor day presentation, 2016
Slide 1: This Is Investor Day
THIS IS INVESTOR DAY Wy = moving money for better
Slide 2: Opening Video
/ OPENING VIDEO moving money for better
Slide 3: Agenda
Agenda 8:30 AM 9:00 AM 9:15 AM 9:30 AM 10:05 AM Overview Brand & Platform Retail C2C & C2B Break & WU 2020 Consumer Strategy Insights Odilon Almeida & Hikmet Ersek Libby Chambers David Thompson Jean Claude Farah 10:25 AM 10:45 AM 11:00 AM 11:20 AM 11:55 AM wu.com & Business Financial Q&A Closing Dig
Slide 4: Disclaimers
Disclaimers The following presentations contain certain statements that are forward-looking within the meaning of the Private Securities Litigation Reform Act of 1995. These statements are not guarantees of future performance and involve certain risks, uncertainties and assumptions that are difficul
Slide 5: Hikmet Ersek
HIKMET ERSEK President and CEO
Slide 6: WU 2020: Leading in Cross-Border, Cross-Currency Money Movement
WU 2020: LEADING IN CROSS-BORDER, CROSS-CURRENCY MONEY MOVEMENT Maintain leadership in traditional retail money transfer Extend leadership in company branded digital money transfer Leverage platform to serve new use cases and customer segments
Slide 7: Solid Foundation
Solid Foundation New growth opportunities % OF REVENUE REVENUE GROWTH CC* 2015 2014 2015 79% CONSUMER-TO-CONSUMER* 3% 3% REVENUE GROWTH CC* 12% 10% 11% 4% CONSUMER BILL PAY IN 2014 7% BUSINESS SOLUTIONS 4% 7% 4% IN 2015 5% WU.COM** MONEY TRANSFER* 29% 26% *Retail initiated money transfer declined 4%
Slide 8: Building on solid foundation
Building on solid foundation Driving shareholder value $817M 5% returned to Increased Stable Delivering shareholders in EPS by 5% operating on outlook 2015 through to $1.67* margin dividends in 2015 and share repurchases *Note: Excluding Paymap settlement charge. See appendix for reconciliati on of
Slide 9: Business in Countries and Territories
200 BUSINESS IN COUNTRIES AND TERRITORIES 204 REGULATORY LICENSES
Slide 10: 500K+ Retail Locations
500K + RETAIL LOCATIONS
Slide 11: 100K ATMs & Kiosks
100K ATMS & KIOSKS < ~~
Slide 12: 1B+ Accounts
1B + ACCOUNTS
Slide 13: Brand Awareness
BRAND AWARENESS 90% 95% 95% USA UK EUROPE 93% GERMANY 99% 100% PHILLIPPINES FRANCE 94% SAUDI 96% 99% AUSTRALIA ITALY 100% MEXICO 99% INDIA 90% AFRICA Source: 2014 Western Union Brand Tracking StudyBase: *Migrant International Money Transfer Senders / **International Money Transfer Receivers (all cat
Slide 14: Currencies Available
130 CURRENCIES AVAILABLE
Slide 15: 16K Corridors
16K CORRIDORS
Slide 16: ~150M Consumers
˜150M CONSUMERS
Slide 17: World Class Management Team
World Class Management Team HIKMET ERSEK RAJ AGRAWAL LIBBY CHAMBERS DAVID THOMPSON ODILON ALMEIDA JEAN CLAUDE FARAH RICHARD WILLIAMS President, CEO EVP and CFO EVP, Chief Strategy and EVP, Chief Technology Officer EVP and President Americas EVP and President EVP and Chief Human Product Officer Globa
Slide 18: World Class Board of Directors
World Class Board of Directors Hikmet Ersek Jack M. Greenberg Frances Fragos Solomon D. Trujillo Townsend Betsy D. Holden Martin I. Cole Robert W. Selander Michael A. Miles, Jr. Roberto G. Mendoza Jeffrey A. Joerres Richard A. Goodman Linda Fayne Levinson
Slide 19: Our Vision Is Clear: To Be the Leader in Cross-Border, Cross-Currency Money Movement
OUR VISION IS CLEAR: TO BE THE LEADER IN CROSS-BORDER, CROSS-CURRENCY MONEY MOVEMENT
Slide 20: Western Union 2020 vision
Western Union 2020 vision Cross-Border Consumer WU Retail Money Transfer Retail Locations, Kiosks, ATMs Cross-Border Platform WU Brand Company Brands Co-Brands/White Label Consumer – Technology Accounts – Settlement PAYOUT Banks, FUNDS IN NETWORK Wallets, FUNDS OUT – FX Social Media Cross-Border – F
Slide 21: Leadership in digital
Leadership in digital $50M ~ INCREASE IN REVENUE ~ $300M 2015 REVENUE $177M REVENUE* $39M wu.com/mobile 2015 REVENUE money transfer $14M REVENUE** *12 months ended 9/30/15 **12 months ended 3/30/15
Slide 22: WU 2020: New growth opportunities
WU 2020: New growth opportunities FROM ONE… TO MANY… Use case Remittance support Support • Urgent • Gifting • Goods/services • Tourism Product C2C C2C • B2B • B2C • C2B Retail • Web • Mobile • Social Media Channel Retail focus Bank Accounts • ATMs/Kiosk • Cards Distribution Agent-centric WU.com • Ag
Slide 23: WU 2020: Leading in Cross-Border, Cross-Currency Money Movement
WU 2020: LEADING IN CROSS-BORDER, CROSS-CURRENCY MONEY MOVEMENT Maintain leadership in traditional retail money transfer Extend leadership in company branded digital money transfer Leverage platform to serve new use cases and customer segments