Td Synnex Corporation · NYSE:SNX
Td Synnex — Investor Day (March 2022)
17 slides from Td Synnex's investor day presentation, Mar 29, 2022
Slide 1: Investor Day 2022
Investor Day 2022 Patrick Zammit, President, Europe & APJ
Slide 2: Safe Harbor statement
Safe Harbor statement This Presentation contains “forward-looking statements” within the meaning of the Section 27A of the Securities Act of 1933 and Section 21E of the Securities Exchange Act of 1934. These forward-looking statements may be identified by terms such as believe, foresee, expect, may,
Slide 3: Safe Harbor statement: No Offer or Solicitation
Safe Harbor statement No Offer or Solicitation The Presentation does not constitute or form part of, and should not be construed as, an offer to sell or issue, or the solicitation of an offer to purchase, subscribe to or acquire, securities of TD SYNNEX, or an inducement to enter into investment act
Slide 4: Europe
Europe A leading distributor and solutions aggregator 7,000+ co-workers Finland Norway Sweden United Kingdom Denmark 65,000+ customers Netherlands Ireland Poland Belgium Germany Czech Republic Slovenia Switzerland Hungary France Austria Romania Italy Presence in 24 countries Croatia Serbia Bulgaria
Slide 5: Asia Pacific & Japan
Asia Pacific & Japan Strong pan-regional coverage across diverse markets 2,100+ co-workers Japan China India Hong Kong Macau Thailand 23,000+ customers Vietnam Malaysia Singapore Indonesia Presence in 12 countries Australia $2.9B FY 2021 revenue New Zealand
Slide 6: Executing our global strategy and differentiating in the market
Executing Geographic reach our global Tools, platforms, sales plays strategy and differentiating Portfolio depth in the market Operational excellence Focused on enhancing the customer experience Specialization
Slide 7: A strong foundation for profitable growth
A strong foundation for profitable growth Europe APJ Strong market position across Stable geographic footprint and the portfolio and geographies strong advanced solution legacy Expand in small and medium-sized Organic and non-organic growth to (SMB) segment bring end-to-end portfolio to all countrie
Slide 8: High-growth technologies
© TD SYNNEX = ae oS High-growth technologies +4
Slide 9: Represents $827B in TAM growth opportunities
Represents $827B in TAM growth opportunities 4Y growth forecast in selected focus areas Mobile +3% Security +9% Cloud +19% High-growth 3rd Platform IT technologies already +14% services represented $13B of Augmented Reality/Virtual Reality +62% gross revenue in FY21 Big Data & Analytics/Artificial I
Slide 10: Five levers to drive accelerated growth
Five levers to drive accelerated growth Omnichannel Specialist Vendor & partner Platforms Solutions strategy go-to-market recruitment
Slide 11: Omnichannel go-to-market optimized with data and AI
Omnichannel go-to-market optimized with data and AI Data insights Levers Segmentation Customer lifecycle Personalization Specialist trusted Channels business advisors Digital platforms Always-on, personalized sales Outcome plays and digital marketing
Slide 12: Specialization to drive partner success
Specialization to drive partner success Specialization enables differentiation and positions TD SYNNEX as a trusted business adviser for our partners Deep segment Strategic vendor knowledge offerings Specialist solutions practices Specialist Trusted adviser to services partners
Slide 13: Vendor and customer recruitment: A virtuous cycle
Vendor and customer recruitment: A virtuous cycle Recruiting leading vendors to attract and build a large specialized partner network Recruit key Enable existing leading vendors customers Recruit new customers
Slide 14: Consumption model platforms
Consumption model platforms Highly competitive platforms for cloud, software and hardware to facilitate transition from CapEx to OpEx model StreamOne ION/Stellr TaaS* IaaS, PaaS, and SaaS platforms Hardware as a Service 25,000 customers 2,000 + customers active in platform active in platform *Tech-a
Slide 15: Solutions Factory
Solutions Factory Over 4,000 >1,500 partners Click to run™ Multi-vendor solutions sold leveraging solutions Solutions solutions catalogue with multiple vendors Addressing end user need for technology solutions that deliver business outcomes. Solutions Factory program enables resellers Converged and
Slide 16: High-growth technologies
Substantial market growth and High-growth adoption in high-growth segments technologies Empowering our partners to Share of distribution will achieve great outcomes with increase as market matures technology Creating substantial profitable growth opportunities for TD Growth accelerators: specialist
Slide 17: Key takeaways
Key takeaways APJ and Europe very well positioned to capture growth thanks to geographic presence and unique end-to-end portfolio of products and services Breadth and depth enable investments in enhanced and specialized capabilities Solutions aggregation enables acceleration in high-growth technolog