Trimble Inc. · NASDAQ:TRMB
Trimble — Investor Day (September 2022)
17 slides from Trimble's investor day presentation, Sep 7, 2022
Slide 1: Trimble Engineering & Construction Industry Focus
Trimble Engineering & Construction Industry Focus Presented By: Manolis Kotzabasakis, SVP Construction Enterprise Solutions Peter Large, SVP Civil Infrastructure Solutions © 2022 Trimble, Inc - All Rights Reserved - Confidential and Proprietary Information 1
Slide 2: Dedicated to industries that improve how we live, eat and move
Construction Geospatial Transportation Agriculture Dedicated to industries that improve how we live, eat and move for a better quality of life and a better world Construction Geospatial Building tomorrow’s Building the digital model infrastructure of the earth Transportation Agriculture Buildings an
Slide 3: Engineering & Construction Key Messages
Construction Geospatial Transportation Agriculture Engineering & Construction Key Messages We are a recognized leader, building on a strong foundation, poised for growth ● Accelerating the digital transformation of engineering ● Adding unique value to our customers and to the industry & construction
Slide 4: Global construction industry is underpenetrated with technology
Construction Geospatial Transportation Agriculture The global construction industry is underpenetrated with technology - but digital transformation is accelerating $15T $1.6T $30B <40% Global Construction Productivity Addressable Technology Spend Lost Market Penetration Sources: McKinsey, Research &
Slide 5: Key industry challenges surround complexity, labor, productivity and profitability
Construction Geospatial Transportation Agriculture Key industry challenges surround complexity, labor, productivity and profitability This is the exception today, not the industry norm. Sources: McKinsey, Dodge Analytics, US Chamber of Commerce Commercial Construction Index, Construction Financial M
Slide 6: Construction accounts for 25% of greenhouse gas emissions and 36% of energy use
Construction Geospatial Transportation Agriculture Another industry challenge: construction accounts for 25% of greenhouse gas emissions and 36% of energy use 25% Reduction in greenhouse gas emissions from soil compactor automated steering Sources: McKinsey (2021), Global Alliance for Buildings & Co
Slide 7: Construction is a mixed fleet world
Construction Geospatial Transportation Agriculture Construction is a mixed fleet world: different equipment, technology, software and data create an industry challenge OEM A/B/C Trimble machines & AR/VR services Vendor A Trimble surveying surveying equipment equipment Back office & software & softwa
Slide 8: Trimble Construction is uniquely positioned to connect digital and physical worlds
Construction Geospatial Transportation Agriculture Digital Trimble Construction is uniquely positioned Physical to connect between the digital and physical worlds 3D Model, Positioning, Constructible BIM, Sensing & Control, Digital Twin Field Data Software for design, Sensing, measuring & visualizat
Slide 9: Connect & Scale builds on our unique scope and scale across key stakeholders
Construction Geospatial Transportation Agriculture Connect & Scale builds on our unique scope and scale across key industry stakeholders 43,000,000+ Architects 100,000s unique activations / year of & Design of physical assets deployed; architecture & design software Engineers machine control, guidan
Slide 10: Industry Workflow
Construction Geospatial Transportation Agriculture Closed loop feedback and connected workflows across stakeholders benefit project, stakeholder and asset lifecycle economics Capital Planning & Budgeting ARCHITECTS & ENGINEERS Pre-Design & Surveying Platform Conceptual Design Core Industry Workflow
Slide 11: Asset owners drive an outsize influence across AEC solution adoption
Construction Geospatial Transportation Agriculture Asset owners drive an outsize influence across AEC solution adoption Open Data Standards and Specifications Bridge Rail Cost Drawings Roads Build Operate ALM Design Maintain Inspection Safety Lidar Survey Common Data Environment Photogrammetry ALM r
Slide 12: Both the DOT and its supply chain benefit from common asset data
Construction Geospatial Transportation Agriculture Both the DOT and its supply chain benefit from common asset data and integrated workflows Caltrans’ CALMS Technology Vision Facility Engineers 1 7,754 Employees Design Engineers 169 Active Design & 2 Engineering Firms Specialty Consultants Contracto
Slide 13: Trimble Construction One transforms our go-to-market strategy
Construction Geospatial Transportation Agriculture Trimble Construction One transforms our go-to-market strategy, winning with our best-of-suites solution Cross Sales Impact C-Suite Construction One ● 2-3x win rates vs stand-alone solutions ● 10-30% increase in average deal size ● ~20% reduction in
Slide 14: The value of connected workflows: Trimble Construction One
Construction Geospatial Transportation Agriculture The value of connected workflows: Trimble Construction One Challenge ● Company lacked real-time insights into project data ● Mix of disconnected software and external processes made functions like job costing and purchase orders time consuming effor
Slide 15: The value of project optimization: Randselva Bridge
Construction Geospatial Transportation Agriculture The value of project optimization: Randselva Bridge Challenge ● Coordinating a client, consultant and contractor team across five countries (and setting a new world record) Solution ● Use of constructible Bridge Information Modeling (BrIM), augmente
Slide 16: Trimble mixed fleet ecosystem: equipment, software, data
Construction Geospatial Transportation Agriculture Trimble mixed fleet ecosystem: equipment, software, data An unmatched digital platform with global depth and breadth Digital Physical Software agnostic approach to data flow across design, Global Footprint: Customers in over field, ERP and back offi
Slide 17: Accelerating the digital transformation of engineering & construction
Construction Geospatial Transportation Agriculture Accelerating the digital transformation of engineering & construction with our unique breadth and depth ● Across: industry stakeholders, industry workflows, broad technologies and the entire ecosystem ● Trimble Construction One - best of suites, 2-4