analyst day - telit · 2017-09-15 · compliant for manufacturing, r&d and support functions...

Copyright © 2017 Telit. 1

10:00-10:15 Reception

10:15-10:30 Opening – Oozi Cats, CEO

10:30-10:50 Future of communication technologies – Alon Segal, CTO

10:50-11:00 Coffee

11:00-11:20 Enabling End-to-End IoT Solutions – Fred Yentz, CEO, Telit IoT Platforms

11:20-11:40 IoT in a Digital Era – Global Head Integrated Engineering Solutions, Karthikeyan Natarajan, TechMahindra

11:40-12:00 Positioned for Ongoing Growth – Yosi Fait, President and FD

Analyst Day

MWC 2017Barcelona


Oozi Cats CEO

MWC

Opening


"We stand on the brink of a technological revolution that will fundamentally alter the way we live, work, and relate to one another.

In its scale, scope, and complexity, the transformation will be unlike anything humankind has experienced before.“

Klaus Schwab, founder and chairman of the World Economic Forum - Davos 2016

The Internet of Things

SLID

E3


Enabling the Internet of Things

* Guidance for the full year reflects current business indicators and expectations. Inherent in this guidance are risk factors that are described in greater detail in our regulatory filings.

All figures are approximations, based on management's current beliefs and assumptions and our actual results could differ from those presented above and elsewhere in this presentation.

Founded in 2000

1070 Employees

2016 Revenues: approx. $370M (11% increase)H2, 2016 Revenues: approx. $204M (15% increase)

Guidance for the full trading year 2016*: • Adjusted EBITDA: $54M-$59M (2015: $45.3M)• Adjusted basic earnings per share: $26-$30 cents (2015:21.7 cents)

2016 IoT Services Revenues: approx. $35M(35% increase) with a Gross Margin north of 60%


Telit- Global footprint

4Company OwnedProtocol Stacks

7000Customers Worldwide

15Years Experience in IoT

+4500Total Man-Years of

Research & Development

10Major Acquisitions

in 5 Years

21Language Spoken

among our Employees

1070Employees Worldwide

165Product Certifications

Worldwide

ISO/TS16949Compliant for Manufacturing, R&D and

Support Functions Worldwide

151Module Types

27Nationalities Among

our Employees

49Countries with Telit

Modules Sold Directly

10Top 10 customers comprise only

35% of the revenues

Top

11R&D centers with over 500

engineers

36sales offices & 78 exclusive

distributors, covering 80 countries around the globe

350including distributors

Sales force of about

5Outsourced EMSs



Products and Services for end-to-end IoT deployments

IoTCONNECTIVITY

ThingsApps

IoTMODULES

TELIT IoT PRODUCTS TELIT IoT SERVICES

IoTPLATFORMS

TELIT CONSULTING

IoTKNOW-HOW


The industry’s broadest portfolio of wireless IoT Modules

CELLULAR4G, LTE, 3G and 2G

POSITIONINGGPS and GNSS

SHORT-RANGE

AUTOMOTIVE DATACARDS

Wi-Fi, BLE, ZigBee and Sigfox


Wireless IoT Modules Evolution.......

IoT MODULES


GainSpan Acquisition & Why?

• Industry leading ultra-low power Wi-Fi solutions for IoT

• Technology that is forecasted to dominate the volume of IoT connections

• Own IP with 2 generations of IoT Wi-Fi targeted SoCs, modules and networking

• More than 6 million field deployed devices over last 6 years

• Gain a highly skilled 96-employee workforce in hardware and software

• Add established R&D and Innovation center in Bangalore

• 24 high-value technology patents


Ultra-low Power Wi-Fi Fills Telit’s Last IoT Wireless Domain Gap

• Low cost• Low data usage• Low power• High coverage• Range / Signal Penetration

Source:Beecham Research, Telit

LPWA

Proprietary Solutions

IOT Application Domain


Thank You!


Alon Segal CTO

Future of communication technologies


Blind Men and the Elephant / John Godfrey Saxe

The poem (based on Hindu lore) by Saxe –

It was six men of Indostan, To learning much inclined,Who went to see the Elephant(Though all of them were blind),That each by observation, Might satisfy his mind

"It's a wall!” said one. Another said, “no, its a rope!” The third said, “not a rope, a snake!“, “a spear” The next declared it a “fan” and his neighbor, a "tree.“

So oft in theologic wars, The disputants, I ween,Rail on in utter ignorance Of what each other mean,And prate about an Elephant - Not one of them has seen!


An INTERCONNECTED world (not yet)


“Data Rich vs. Information Poor” – Value of Data


“Data Rich vs. Information Poor” – Time Value of Data


Industrial IoT


LTE EvolutionBifurcation of Cellular space, first “true” IoT offering

Dat

a Sp

eed

s

• LTE Cat 10• LTE Cat 9• LTE Cat 6• LTE Cat 4• LTE Cat 3

• LTE Cat 1• LTE Cat M1• LTE NB1

IoT Focused, Lower Cost, Smaller Size, Reduced Power, Lower Data Speeds

Consumer Focused, High Data Speeds, LTE Advanced, Carrier Aggregation


IoT Segments vs Technologies

LTE Category 3 9

LTE Category 3 ~ 9

LTE Category 1

LTE Category

M1

NB1

2016 2017 2018 2019

• Phones• Notebook PC• Tablets

• Automotive• Video Surveillance• Routers

• Security• Landline Replacement

• Telematics• Gateways

• Retail (POS/Vending/ATM)• Track & Trace• Asset / Equipment Tracking

• Healthcare Devices• Wearables• Drones

• Connected Building (fire/sensors)• Utilities (metering)• Smart Cities (lighting/traffic)

• Fixed Asset Monitoring• Environment MonitoringNew Market

Opportunity


Ultra-low Power Wi-Fi Fills Telit’s Last IoT Wireless Domain Gap

• Low cost• Low data usage• Low power• High coverage• Range / Signal Penetration

Source:Beecham Research, Telit

LPWA

Proprietary Solutions

IOT Application Domain

Ultra-low Power Wi-Fi completes Telit’s IoT App

Domain Coverage


Unlicensed Spectrum

Low Power Wide Area(LPWA)

LoRa

Sigfox

Other

Local Area Networks(LAN)

802.11 (WiFi)

ZigBee

LPWA Market Opportunity

With LTE-M / NB -

• LTE is crossing into new Markets

• Same Benefits

• Cost Effective• Low Power

• Offering Advantages

• Security• Coverage• Mobility• Reliability • Scalability

LTE Cat-M1

NB1

Licensed Spectrum

CrossoverOpportunities


LTE Cat.1 & beyond: Cat.M1 & NB1

LTE Cat-1

Global Coverage

VoLTE

Support

Dual antennas

Small Size Low Power Low Cost

Single Antenna Extended Coverage


Technology Integration

LTE

CHIPSET

Antenna 1 and 2

SIM

Memory

Duplexer

Power Amps

LTE Cat-3/4 (Rel-8)

LTE

CHIPSETSIM

LTE Cat-1 (Rel-8)

Memory

LTE

CHIPSET

Antenna 1

SIM

LTE Cat-M1 (Rel-13)

Memory NB

CHIPSET

Antenna 1

NB1 (Rel-13)

Memory

TIME

Antenna 1 and 2

Duplexer

Power Amps


Technology path for the LTE “low cat”

Cat 3/4 – Rel 8

Cat M1 – Rel 13

2014 2015 2016 2017 2018 2019

Commercial Deployment


3GPP Specification = Q4-2008Commercial Deployment = Dec 2010

3GPP work item Implementation

Cat 1 – Rel 8 Commercial DeploymentNew

ConceptImplementation

NB1– Rel 13 Commercial Deployment3GPP work item Implementation


What is Telit doing to ensure success

Telit announced its portfolio of five new LTE single-mode IoT modules

Four LTE Cat M1 modules for the U.S. and one LTE Cat NB1 for Europe

Two ME910 LTE UE Category M1 to cover major US mobile operators

Two ME866 LTE UE Category M1 to cover major US mobile operators

One NE866 LTE UE Category NB1 for the European market


IoT Application design considerations

• Legacy technologies life span

• Ecosystem / Sustainability

• Scalability

• Size, cost, and power

• Game changing features (power saving modes / extended coverage)

• New market opportunities


Design Decisions / Challenges

• Cat 1 vs Cat 3/4+ vs waiting for Cat M1 / NB1

• Fallback Technology (roaming / coverage?)

• Single Antenna (size / coverage?)

• Bands (40+ Bands)

• Timing

• Cost

Product Configuration Options

2 Antennas with2 LTE bands

2 Antennas with3 LTE bands

1 Antenna with3 LTE bands?


2014 2015 2016 2017 2018

LTE

Cat

ego

ry

9

8

7

6

5

4

3

2

1

0

M1

- Cat 3

- Cat 4

- Cat 6

- Cat 4

- Cat 1

- Cat NB1

LE866 - Cat M1

LE866 – Cat NB1

- Cat M1

NB1 WI-FI LORA

BLE

Telit Roadmap


Telit modules LTE Cat 1 & Cat-M & NB-IoT

• Single/Multi Mode LTE, low-end,

cost-driven m2m applications:

• Security & Surveillance

• Fleet Management & Logistics

• Point of Sales (PoS)

• Smart metering

• Health Monitoring


LPWA: LoRa

• MARKET: Energy, Water, Asset, Smart City

• LO866A1-EU

• 863-870MHz, CE R&TTE

• LoRawan 1.01, Class A/C and B, BT4.2 qualified product

• XE866 FF:15mm x 19 mm x 2.2mm, LGA footprint

LO866A1-EU

MKT samples: March 2017ENG samples: May 2017Certification: June 2017MP: Starting in July 2017


Real World Applications Telit comprehensive solutions


Assembling the Pieces


Fire Extinguisher Use Case

• Safety

• Services

• Compliance – OSHAA regulations US / Fire code / Marshal Inspection

• Reporting

• Route Planning

• Reduce cost for inspections / only when required

Today RFID & Barcode – Requiring Manual Scan


Today’s Solutions

• FieldID

• General Data

• Asset Panda

• Hallogram

• SageData

• ….. Many More…


Sensor Reports1. Tampering2. Pressure3. Location (GPS or Assisted)4. Life Span 5-10 Yrs.

Application1. Auto setup2. Reporting3. Compliance4. Route management for replacement5. Services Management

NB / LORA / BLE / WiFi “screw on gauge”


Delivering Sensor-to-Cloud

Telit Sensor-to-Cloud is about

leveraging Telit’s extensive product

portfolio and serivces expertise to

easily connect sensors – directly or

through an aggregating Gateway (i.e.

SR), to the Cloud driving the IoT value of

real-time data and control to the

business


Main business goals

•Lower customer learning curve

•Reusability of building blocks across all modules

•Preventing customers from reinventing the wheel

•Thoroughly tested, mature, stable building blocks

•Decrease development costs

• Increase number of design wins with new customers

Decrease customer TTM

and costs / Decrease Telit

Time to Revenue

•Seamless integration of all product lines

•Portability of software across product types

•Technological competitive advantage

•Services bundled with hardware

•Reduce churn/ increase customer retention for new generation design

Increase Telitrecurring

revenue and LTV per customer

•Development costs

•Certification costs

•Support costs

•Cost of sale

Decrease Telitcosts

Create value for

customer and

Telit

By making our

competitive

advantage

durable

Operate more

efficiently


What’s Next

• 3GPP Release 15 will define 5G (est Sept 2018)

• 5G IoT will enhance• NR / Grant Free Access

• Mesh / P2P

• Mission Critical (ex. Drones) – low latency


Thank You!


Fred YentzCEO Telit IoT Platforms

Enabling End-to-End IoT Solutions



Products and Services for end-to-end IoT deployments

IoTCONNECTIVITY

ThingsApps

IoTMODULES

TELIT IoT PRODUCTS TELIT IoT SERVICES

IoTPLATFORMS

TELIT CONSULTING

IoTKNOW-HOW


Unmatched IoT expertise, resources and supportIoT Know-How


Proven engagement processSolutions Consulting

Concept Ideation

System Architecture

Prototype Development


① ② ③ ④


Enterprise Ecosystem Partners

Remote monitoring and diagnostics of in industrial cleaning equipment

IoT Know-How in action

Tennant Company – World’s leading provider of industrial andcommercial indoor/outdoor surface cleaning solutions

IoTPLATFORMS

IoTCONNECTIVITY

IoTMODULES

Telit End-to-End IoT Solution

IoTKNOW-HOW


Cooking oil logistics and restaurant operations management

Customer Use Case

Restaurant Technologies, Inc is a leadingsupplier of cooking oil and provider ofrestaurant management solutions toover 30,000 restaurants in NorthAmerica

All third party trademarks and logos are sole property of their respective owners

Headquarters

Headquarters & Regional Depots

Manufacturer

Franchisee

IoTPLATFORMOil Tanks

Frying Equipment



Remote Monitoring and Control – Micro Fleet ApplicationIoT Know-How in action

Polaris Company – World’s leading providing Sport and Utility Vehicle Solutions

IoTPLATFORMS

IoTCONNECTIVITY

IoTMODULES


IoTKNOW-HOW


When it came time for the Kennedy SpaceCenter to upgrade their electric vehicle fleet,they chose new Polaris® GEM® electricvehicles. Nearly 50 new GEM vehicles arenow being used for security, facilitymaintenance and landscaping tasks aroundthe Space Center Visitor Complex at CapeCanaveral, Florida. Delaware North,management company for the Kennedy SpaceCenter, had counted on GEM vehicles in thepast and were impressed by the new design,street-legal safety features and state-of-the-art technology. Polaris® Fleet Solutions™technology played a big part in the decision.This new tool allows GEM owners to trackvehicle locations, optimize vehicle and fleetperformance and manage vehicles bylocation, time or operator.



Remote monitoring and diagnostics of in Marine Data RecorderIoT Know-How in action

World’s leading provider of Maritime Solutions

IoTPLATFORMS

IoTCONNECTIVITY

IoTMODULES


IoTKNOW-HOW


Remote monitoring and diagnostics of in Marine Data RecorderIoT Know-How in action

HTTP/TR50 API

Dashboard

IoT PLATFORM

Enterprise Gateway

Enterprise Gateway

• SAP• IBM• Oracle• SQL• Microsoft• Web Service• Etc…

Enterprise GW Data at Rest Dash Board and APIs to APP


HTTP/TR50 API

AT Commands

Dashboard

IoT PLATFORM

Data at Rest Dash Board and Mobile APP

Mobile APP

Cloud-Ready ModuleGE910

Embedded SIM

Connected lawnmower robotIoT Know-How in action


IoT for a better worldIoT Know-How in Action.

A global environmental sensor network

Leading sustainability and environmental causes


Industrial IoT / Industrie 4.0Enabling the connected enterprise

for FactoryEnterprise-grade industrial automation platform


Data and analysis-driven feedback loopsIndustrial IoT / Industrie 4.0

• Predictive alerts of performance issues

• Prevent performance degradation or costly failures

• Root cause analysis

• Respond to change

• Information and knowledge transfer

• Value creation through continuous improvement

Industrial IoT at the core or process

automation


Asset Gateway

Customer Application

deviceWISE to Azure Services w/o Azure IOT HUB

Cloud-to-Cloud

Connectivity Management

Embedded Wireless Instrumentation

Industrial IoT / Industrie 4.0

Industrial Driver Library and

Edge Processing

Device Management


Automotive

PLC-BASED

INDUSTRIAL MONITORING

Challenge

Improve resource utilization, data

quality and increase commonality

across tools and plants

Application

Data integration with Honda’s

proprietary MES, IBM DB2 database,

Microsoft SQL and Activplant

Things

Production PLCs from Omron,

Mitsubishi, Siemens and Rockwell

Data

As-Built quality data with ability to

scale to market demand and ramp-up

new production across facilities in

North America, Mexico and Canada

Quality Systems, MES



SENSORS & CONTROLS ENTERPRISE IT

Multiple plants in USA, Canada and Mexico

Native connections to PLC, tools and sensorsManufacturing Critical - High Reliability

REMOTE MEDIATION



Collecting actionable dataIndustrial IoT / Industrie 4.0

• Quality as Built • Actual vs. Plan • Approve / reject / fix logic

• Digital Twin • Collect all relevant manufacturing data • Real-time analysis and long term archive

• Data Federation • Mediate multiple sources and destination• Normalize and harmonize data point• Orchestrate information flow with MES (Manufacturing Execution

Systems)


Facility IT Network

eCentreFirewallFirewall

Secure remote access for semiconductor equipmentIndustrial IoT / Industrie 4.0

secureWISE for Semiconductor Manufacturing


De-facto standard in semiconductor manufacturingIndustrial IoT / Industrie 4.0


Business management portalIndustrial IoT / Industrie 4.0

• Improve customer service

• Allocate resources more effectively

• Monitor service level agreement (SLA) activities

• Analyze revenue generated and/or time saved using remote service

The contents in this document are Confidential & Proprietary. Copyright © 2016 Tech Mahindra. All rights reserved. 63

IoT / Digital

KARTHIKEYAN NATARAJANGlobal Head –Engineering, IoT

& Enterprise Mobility, Tech Mahindra

64

What is the overall IoT market ?

Source: Zinnov

65

Of the total market – what is addressable ?

Source: Zinnov

66

DIGITAL CUSTOMERS (Enabled by CMO/CDO)

DIGITAL PRODUCTS & SERVICES (Enabled by CEO & CTO)

DIGITAL PRODUCTIVITY

(Enabled by CPO/CXO/CHRO/CIO)

DIGITAL PROCESSES & OPERATIONS (Enabled by COO/CIO)

DIGITAL TRANSFORMATION

Enabling Digital TransformationDigital Enterprises are the enterprises that have managed to leverage digital technologies (NMACSSS) individually as well as in

combination to alter its ecosystem of existing products and services, business models and business processes to deliver altogether new and superior value

Bringing Value to Users

Customer Experience

Maximize Revenue

Safety and Environment

Maximize Asset Value

Copyright © 2017 Tech Mahindra. All rights reserved.

67Copyright © 2017 Tech Mahindra. All rights reserved. 67Copyright © 2017 Tech Mahindra. All rights reserved.

Key Barriers for IoT Implementation

UNCLEAR RETURNS

32%SECURITY CONCERNS

45%

PLATFORM SELECTION 46%

E2E ENTERPRISE INTEGRATION 30%

Source: Bain, Zinnov

68Copyright © 2017 Tech Mahindra. All rights reserved. 68Copyright © 2017 Tech Mahindra. All rights reserved.Copyright © 2017 Tech Mahindra. All rights reserved.

Tech Mahindra: IoT Reference ArchitectureDevice Neutral, Connectivity Neutral, Platform Neutral, Cloud Neutral

Secu

rity

IoT Platform

IoT Applications and Solutions

Devices and Sensors

SI &

Man

aged

Ser

vice

s

Tech Mahindra Play Tech Mahindra with Partners

Networks and Connectivity

Unlocking Value

◘ Do customers maintain a relationship with us after purchase?

◘ Is there a Services revenue that we can generate from product sales?

◘ Can we use machine data to improve products & services?

◘ Can we predict problems before they occur?

◘ Can we remain important to customers after warranty periods?

◘ Why should I choose this OEM?

◘ Is the OEM and Dealer offering Connected Services?

OEMSERVICE & DEALERS

CUSTOMERS


Battery

Air Filter

Engine Speed

Hydraulic Filter

Engine Oil

Geofence

Trailering

M2M Data

Connecting The Value Chain

Reduce cost of service & spares in warranty period by

~ 5%

Reduce pre-delivery storage, insurance costs by

~ 15%

Enhance customer retention by ~ 20%

OEM

~10% reduced customer churn to aftermarket servicing

Predict service intervals with > 90% accuracy

~30% faster service response with proactive

servicing & parts

DEALER & SERVICE

~5% reduced TCO across the machine lifecycle

~20% customers express improved satisfaction

~15% improved engagement with OEM

services

CUSTOMERS

Telit Agent

Warranty Management System

Enterprise Database

Dealer Management System

Notification/Queueing Services

CRM

Fleet Management Application

Hybris – e Commerce & Omni Channel ProductCopyright © 2017 Tech Mahindra. All rights reserved.

71Copyright © 2016 Tech Mahindra. All rights reserved.

Fixing Complex Problems

10+ days does before

the part goes for QA

20% rejection rates for

a complex Aerospace part

THE PARTS QUALITY PROBLEM

30+ machine parameters influence part quality [Speed, Torque, Spindle position, Feed Rate, Vibration, Temperature, Cut Length...]

~500 microns dimensional tolerances

Can we prevent and

pre-empt this problem?Copyright © 2017 Tech Mahindra. All rights reserved.

72Copyright © 2013 Tech Mahindra. All rights reserved.Copyright © 2016 Tech Mahindra. All rights reserved.

Listen To the Machines

72

Influential Parameters

CONNECT

A N A L Y Z EA L E R TCorrective Action

I N T E G R A T E

ERP, MES, MIS, CRM… ~10% more production

Improve efficiency and productivity by ~ 20%

Achieve close to 0% rejection rates

NCU PLC

On Premise


73Copyright © 2017 Tech Mahindra. All rights reserved. 73Copyright © 2017 Tech Mahindra. All rights reserved.

Service Catalog

Connected Vehicle

Predictive Analytics

Factory of Future (I 4.0)

Connected Care

Precision Agriculture

Track n Trace

Smart Energy

Smart Communities / City

IoT Aware

Associates

10,000+

Projects

100+Solutions offerings

30+

Operational Efficiency/

Productivity Gain

Cost Reduction/ Avoidance

Opening New Markets / Revenue

Customer delight/

retention

Security, Safety &

Environment

Data Insights &

Monetization

CUSTOMER

EXPERIENCE

MAXIMIZE

REVENUE

SAFETY AND

ENVIRONME

NT

OPERATIONAL

EFFICIENCIES/

ASSET VALUE

Return on Investment Return on Value

Copyright © 2013 Tech Mahindra. All rights reserved.Copyright © 2016 Tech Mahindra. All rights reserved.

Disclaimer

Tech Mahindra, herein referred to as TechM provide a wide array of presentations and reports, with the contributions of various professionals. These presentations and

reports are for informational purposes and private circulation only and do not constitute an offer to buy or sell any securities mentioned therein. They do not purport to be a

complete description of the markets conditions or developments referred to in the material. While utmost care has been taken in preparing the above, we claim no

responsibility for their accuracy. We shall not be liable for any direct or indirect losses arising from the use thereof and the viewers are requested to use the information

contained herein at their own risk. These presentations and reports should not be reproduced, re-circulated, published in any media, website or otherwise, in any form or

manner, in part or as a whole, without the express consent in writing of TechM or its subsidiaries. Any unauthorized use, disclosure or public dissemination of information

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Thank you


Yosi FaitPresident and Financial Director

Positioned for Ongoing Growth


Positioned for ongoing growthA pure play IoT company

• Strong products and services technology roadmap

• Extensive engineering support and developer resources

• Focus on end-to-end enterprise solution enablement

• Fast-growing ecosystem

• Financial strength and stability


Ongoing investment in products and services portfolioA pure play IoT company

• Bluetooth low energy (BLE)

• Low-power Wi-Fi

• Forefront of NB-IoT

• Automotive dead reckoning

• Advanced connectivity management

• End-to-end security approachStrong Technology Roadmap


Unmatched IoT expertise, resources and supportIoT Know-How


Multiple paths to successEnabling end-to-end IoT Solutions

Security Oil & GasHealthcare Energy ManufacturingTelematicsAutomotive Food & Beverage

Do It Yourself

Ecosystem Partners TelitConsulting

IoTMODULES

IoTCONNECTIVITY

IoTPLATFORMS

IoTKNOW-HOW

Agriculture

Things

Apps

Enterprise & Corporate


Foundation of our solution enablementTrusted IoT Partner

Enterprise Grade

DeploymentReady

DeveloperFriendly


Enterprise Grade

• Technical compatibility with the make, protocols, and interfaces of company assets

• Integration with enterprise systems, applications and databases

• End-to-end security and audit

• Proven performance and reliability


Deployment Ready

• Standards compliant and open

• MNO deployed

• Scalable, flexible and robust

• End-to-end solution focused

• Extensive ecosystem that spans technology partners, system integrators and developer community


Developer Friendly

• Tools and resources• Design support

• Training and education

• Evaluation kits

• Free trials and Pay-as-you-Grow service plans

• Consulting services

• Click-to-configure, no custom programming


Building scale through fast-growing ecosystem

Blue ChipPartners

System Integrators

TechnologyPartners

Maker Community

Network Operators


Large ‘sweetspot’ with reach into adjacent marketsPositioned for ongoing customer success

Fortune500

Large andMedium

Enterprises

Small Businesses and Developers

• Industry pioneers• Business transformation• Limited internal capabilities• Mission-critical performance• Reliance on IoT expertise


* Average guidance

** Adjusted EBITDA is defined as earnings before interest, tax, depreciation and amortization, share based payments and other non recurring expenses.

*** Adjusted EBIT is defined as profit before tax excluding share based payments, other non recurring expenses, amortization of intangible acquired.

Continuous Growth & Profitability

Adjusted EBIT*** (Million USD)

1.0

7.2 6.9

10.6

18.8

24.7

30.6

H1: 13.1

H1: 15.6

0

5

10

15

20

25

30

35

2009 2010 2011 2012 2013 2014 2015 2016

Revenue (Million USD)

88.8

131.7

177.0

207.4

243.5

294

333.5370

40

90

140

190

240

290

340

390

2009 2010 2011 2012 2013 2014 2015 2016

Gross Profit (Million USD)

42.752.9

67.876.9

92.5

116.3133.1

H1: 61.2

H1: 66.6

0

20

40

60

80

100

120

140

2009 2010 2011 2012 2013 2014 2015 2016

Adjusted EBITDA** (Million USD)

5.9

12.5 13.117.3

26.9

34.7

45.3

56.5*

0

5

1015

20

25

30

35

4045

50

55

60

2009 2010 2011 2012 2013 2014 2015 2016

Financial strength and stability


Thank you!

analyst day - telit · 2017-09-15 · compliant for manufacturing, r&d and support functions...

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