Slide 1: Q2 2020 Strategy Update
Q2 2020 Strategy Update August 6, 2020
Slide 2: Quarterhill: a growth-oriented company in IP and ITS industries
Quarterhill: a growth-oriented company in the Intellectual Property (IP) and Intelligent Transportation System (ITS) industries, pursuing an acquisition strategy that capitalizes on attractive trends in both ITS and its adjacent markets 2
Slide 3: Strategic Rationale for ITS
Strategic Rationale for ITS Attractive Market • With increased concern related to public safety and increasing traffic congestion, the ITS market Dynamics is benefitting from government initiatives to protect roadways and while effectively managing traffic. • Governments are taking on new debt and a
Slide 4: Strategy Roadmap
Strategy Roadmap Intelligent Transportation Systems Smart Cities Smart Spaces Road Systems Rail Smart Streets & Lighting Connected Mobility Systems CVO ATMS Systems + Applications Smart Infrastructure Energy & Utilities Aviation ATIS Pricing Systems Systems Digital Signage Connected Buildings Mariti
Slide 5: ITS Road Systems Market Data
ITS Road Systems Market Data UK Canada Germany France Forecasted Growth Rates South Korea USA <4% CAGR (2018-2023) China Japan Middle East 4-6% CAGR (2018-2023) >6% CAGR (2018-2023) Mexico Africa South America Market Size $USD, Billions CAGR Market Share by Region System 2017 2018F 2019F 2021F 2023F
Slide 6: Future Trends in ITS
Future Trends in ITS The ITS market is experiencing shifts in both business models and technological advancements Evolving Business • As DoTs grapple with reductions in capital budgets, an evolving trend is for them to shift towards DaaS/SaaS models. An opportunity Models exists to acquire a provide
Slide 7: Q2 2020 Strategy Update
Q2 2020 Strategy Update August 6, 2020