Open Text Corporation · TSX:OTEX

Open Text — Scotiabank TMT Conference 2023

24 slides from Open Text's conference presentation, Mar 7, 2023

  1. Slide 1: Business 2030 – Beyond Digital

    Business 2030 – Beyond Digital Mark J. Barrenechea OpenText CEO & CTO markb@opentext.com OpenText Confidential. ©2023 All Rights Reserved. 1

  2. Slide 2: Safe Harbor and IP Statement

    Safe Harbor and IP Statement This presentation contains forward-looking statements or information (forward-looking statements) within the meaning of the Private Securities Litigation Reform Act of 1995, Section 21E of the U.S. Securities Exchange Act of 1934, as amended (the Exchange Act), Section 2

  3. Slide 3: We Are On the Cusp of a New Global Era

    We Are On the Cusp of a New Global Era Reaching new productivity and prosperity – Harnessing the world’s resources (water, food, fuels, minerals, plants, animals) Generation Unlocking human potential – The next generation of superhuman talent with augmented intelligence Digital Global connections –

  4. Slide 4: There Are Two Stories

    There Are Two Stories Utopia: Dystopia: Technology will save us Technology will harm us OpenText Confidential. ©2023 All Rights Reserved. 4

  5. Slide 5: Deception of Linear vs Exponential Progress

    Deception of Linear vs Exponential I did not expect this! Where you actually end up in the future Exponential growth My life is so Progress surprise factor predictable Where you think you will end up in the future 2020 Time OpenText Confidential. ©2023 All Rights Reserved. 5

  6. Slide 6: 4 Exponential Forces Today

    4 Exponential Forces Today The Rate of The Increase in The Power of The Growth of Automation Computing Power the Network Information (software, robots, (doubling every 18 (nodes, connected (new data sets) machines) months) users, machines) OpenText Confidential. ©2023 All Rights Reserved. 6

  7. Slide 7: The Exponential Growth of Information

    The Exponential Growth of Information Information is Abundant and Everywhere Low Frictional Costs to Store Information Business Transactional Data Customer Experience Data Information Asset / Inventory Sensor Data Robotics Forces Tag Everything Data (trains, planes, automobiles) Supply Chain and Tra

  8. Slide 8: The Verse: The Next Era of Computing and Opportunity

    The Verse: The Next Era of Computing and Opportunity • Information and Cognitive Driven • Seamless shifts between physical & digital (Phygital) • A level: AI, Automation, Algorithms, Applications, Augmented Reality • More human: workforce is fluid and global • Always on, Fully connected, Instant The

  9. Slide 9: Business 2030

    Business 2030 Total Enterprise Reinvention Human-centric Work & Workplaces • Businesses become digital ecosystems • Generation Y / Z to dominate the workforce • All industries transformed • New expectations • Every company is an information company • Instant experiences • Want control of their time,

  10. Slide 10: Business 2030 Technology Drivers

    Business 2030 Technology Drivers Climate Talent AI Quantum Trust Miniaturization Supply Chains Inclusion IQ of an Einstein Longevity Energy Connectivity Inflation Regionalization Automation Security Cloud War OpenText Confidential. ©2023 All Rights Reserved. 10

  11. Slide 11: NASA Climate Spiral 1880-2022

    NASA Climate Spiral 1880-2022 • By 2025, half of all CIOs will have performance metrics tied to sustainability • By 2027, 25% of G2000 companies will have a Chief Sustainability Officer Source: NASA Global Climate Change OpenText Confidential. ©2023 All Rights Reserved. 11

  12. Slide 12: The World: 4°C Warmer

    The World: 4°C Warmer • Climate is the number 1 risk • Top agenda item for business • Humans have already warmed the planet by 1°C • At 4°C, the world’s population will shrink 50% • The journey from 1°C to 4°C will be chaotic • Information Management can reduce CO2 emissions by 10% Source: Earthly M

  13. Slide 13: Talent: Gen X, Y, and Z trends … Different Expectations

    Talent: Gen X, Y, and Z trends … Different Expectations Generations Defined Gen Z in Workforce 100% Silent Boomer Gen Gen Gen 80% S B X Y Z 60% Born: Born: Born: Born: Born: 40% 1928 to 1945 1946 to 1964 1965 to 1980 1981 to 1996 1997 – 2012 Age 77 to 94 Age 58 to 76 Age 42 to 57 Age 26 to 41 Age 10

  14. Slide 14: Information Barriers Are Gone: 68 clicks

    Information Barriers Are Gone: 68 clicks • Age • Gender • Ethnicity • Religion • Political Views • Orientation • Addictions • Intelligence (IQ) Source: University of Cambridge OpenText Confidential. ©2023 All Rights Reserved. 14

  15. Slide 15: AI Will Change the World, and Drive New Arenas of Growth

    AI Will Change the World, and Drive New Arenas of Growth To take advantage of AI you need to have all the relevant information (external/internal), in the right place (virtual), in the right format (machine readable), always up to date. TODAY: Generative AI advances Human Learning via super search T

  16. Slide 16: Quantum … Are We Ready For Q2K?

    Quantum … Are We Ready For Q2K ? Not soon Soon Time to Prepare VERSANT Decoding the OpenVerse™ By Mark J. Barrenechea OpenText Confidential. ©2023 All Rights Reserved. 16

  17. Slide 17: Trust in Software

    Trust in Software Misuse Compliance Uber admits its Facebook–Cambridge “Greyball” software #Dieselgate Analytica data scandal is still being used Wirecard Scandal The Pandora Papers FTX Scam $2B Missing investigation Image by: Wikimedia Commons OpenText Confidential. ©2023 All Rights Reserved. 17

  18. Slide 18: Miniaturization: From Human to Sub-Atomic Scale

    Miniaturization: From Human to Sub-Atomic Scale “Things” are radically miniaturizing and creating a galactic amount of information Blink and you are on the internet. From scanning for cancer to delivering Recognize people, language. targeted chemotherapies. Monitor diabetes, sugar levels. A long and

  19. Slide 19: Business 2030 Top Industry Trends

    Business 2030 Top Industry Trends Retail Manufacturing Financial Services HealthCare BioTech Experience ( Phygital ) Regionalized Micro services Live to 100+ AI driven therapies Energy Government Agriculture CPG Insurance Electrification A quarterly tax bill Full gene editing Digital twins Perfect u

  20. Slide 20: By 2030, the Verse Could Generate $4 Trillion to $5 Trillion

    By 2030, the Verse Could Generate $4 Trillion to $5 Trillion Across Consumer and Enterprise Use Cases The Verse revenue estimates Relative 2030 use case potential 4–5 Low Medium High 5 Consumer • digital media • ads • e-commerce use cases • health and fitness • education 4 • virtual assets • gaming

  21. Slide 21: Impact Map of the Verse

    Impact Map of the Verse MR AI Blockchain Communication Cyberwarfare NFT VR Digital Humans Propaganda Virtual Nations Technological Political Spatial Disinformation Deepfake • By 2026 the average AR 5G Computing person will spend about 1 hr/day in the Greenhouse Walled Gardens Ownership Sustainabilit

  22. Slide 22: Why I Am an Optimist

    Why I Am an Optimist Child Mortality Life Expectancy Access to Basic Needs Global Exports 10 0 100 25 60 ,0 00 95 95 90 20 85 90 54 ,0 00 Electricity 15 80 85 75 80 48 ,0 00 10 70 Water 75 65 Source 70 42 ,0 00 5 60 55 65 0 50 60 2030 36 ,0 00 1960 1980 2000 2015 2021 2021 2030 20 00 20 05 20 10 20

  23. Slide 23: Digital Life is Life – Help companies move beyond digital

    Digital Life is Life – Help companies move beyond digital and achieve Business 2030 Technology is radically reshaping human life – People will live longer (120), be smarter (IQ of 160) and have more income Every industry – Will be radically changed Every Company – Needs to be both an information and

  24. Slide 24: Thank You

    opentext’ Thank You

Open Text — Scotiabank TMT Conference 2023 on 6ix