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1 ©2017 The Alta Group, LLC MANAGED SOLUTIONS AND CONSUMPTION-BASED TRANSACTIONS: A CLEAR CONNECTION TO THE 4 TH INDUSTRIAL REVOLUTION Valerie L Gerard, Managing Director Proprietary and Confidential: The Alta Group prepared this information solely for our client: 3 rd party use is permitted only with explicit advance permission of The Alta Group

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Page 1: M S C -B T C 4 I R · security features •Rising full-service, rental based acquisition model Global smart grid managed services market growth forecasted at 45% CAGR 2016-2020 •Deployment

MANAGED SOLUTIONS AND CONSUMPTION-BASED

TRANSACTIONS: A CLEAR CONNECTION TO THE 4TH INDUSTRIAL REVOLUTION

Valerie L Gerard,Managing Director

Proprietary and Confidential:

The Alta Group prepared this information solely for our client: 3rd party use is permitted only with explicit advance permission of The Alta Group

Page 2: M S C -B T C 4 I R · security features •Rising full-service, rental based acquisition model Global smart grid managed services market growth forecasted at 45% CAGR 2016-2020 •Deployment

Fourth Industrial Revolution’s Breakthrough Technologies

Page 3: M S C -B T C 4 I R · security features •Rising full-service, rental based acquisition model Global smart grid managed services market growth forecasted at 45% CAGR 2016-2020 •Deployment

Cutting-Edge Technologies Shaping Customer Mindset

Vendor Delivered Solution

Simplified On-Demand Delivery

No Commitment, Pure Consumption

Effective Return on Investment (ROI)

Balance Sheet Flexibility

Proven Technology & Maintenance Skills

Page 4: M S C -B T C 4 I R · security features •Rising full-service, rental based acquisition model Global smart grid managed services market growth forecasted at 45% CAGR 2016-2020 •Deployment

Market Implications Much Wider Than Information Technology

•OEM profit margins shifting to lower price equipment -> need Managed Solutions to grow top line

•Double Digit growth in excess of 20%- Mobile

Devices: 27%- Private Cloud:

22%- Infrastructure:

40%

• Fleet managers expect flexible end-to-end service solutions - will become central to competing

• Example: Navistar On Command -bundledapproach service & after sales support- Better lifecycle

value- Lower TCO

38% of companies use some sort of Managed Solutions structure today

80% of companies say they will adopt Managed Solutions offering in the next 12 months

Managed Solutions is positioned to make up as much as 20% of industry activity

• 75% increase in construction rentals from 2013

•New technology integrates equipment with reporting, diagnostic & security features

•Rising full-service, rental based acquisition model

•Global smart grid managed services market growth forecasted at 45% CAGR 2016-2020

•Deployment of smart meters & integration of renewable energy with smart grids

• End-users of smart grid services are power utilities & IPPs

• Top 20 outsourcing firms realizing double-digit growth annually

•Healthcare companies shifting toward pay-per-use over traditional purchasing of equipment

• Popular among hospitals is integrated radiological floors

Page 5: M S C -B T C 4 I R · security features •Rising full-service, rental based acquisition model Global smart grid managed services market growth forecasted at 45% CAGR 2016-2020 •Deployment

Are Managed Solutions or

Consumption-based

Transactions a Natural

Extension of Industry 4.0?

Page 6: M S C -B T C 4 I R · security features •Rising full-service, rental based acquisition model Global smart grid managed services market growth forecasted at 45% CAGR 2016-2020 •Deployment

Managed Service Continuum

Page 7: M S C -B T C 4 I R · security features •Rising full-service, rental based acquisition model Global smart grid managed services market growth forecasted at 45% CAGR 2016-2020 •Deployment

Where Are You on Continuum?

X% X% X% X%Survey Results

Page 8: M S C -B T C 4 I R · security features •Rising full-service, rental based acquisition model Global smart grid managed services market growth forecasted at 45% CAGR 2016-2020 •Deployment

MST Challenges Meeting “Industry 4.0” Demands

Credit: Credit Assessment of Service Providers and Subcontractors, Service Provider Accreditation

Legal: HOHW, Assignability, Cancelation Flexibility, Documentation & Guarantees

Asset Management: Equipment Churn, Upgrade/Return Flexibility

Pricing: Usage Pricing, Bundled Pricing, Early Termination Charges

Sales & Marketing: Integrated Selling, Training, Market Intelligence

Accounting: Revenue Recognition, Separate Executory Costs

Systems & Infrastructure: Automated Data Capture for All Components, Ability of Back-End System to Bundle

Human Resources: Right Skill Set

Funding: HOHW Protection, Enforcability

Page 9: M S C -B T C 4 I R · security features •Rising full-service, rental based acquisition model Global smart grid managed services market growth forecasted at 45% CAGR 2016-2020 •Deployment

Roundtable Rules

Page 10: M S C -B T C 4 I R · security features •Rising full-service, rental based acquisition model Global smart grid managed services market growth forecasted at 45% CAGR 2016-2020 •Deployment

Roundtable Questions

CURRÍCULO DO CURSO - CAGR

Oddo Seydler Nextcap Forum 2015 - SHW€¦ · 2013 2015 2019 4.6 1.9%% 5.0 4.2 2014 2017 5.2 3.8 2016 2018 CAGR CAGR CAGR CAGR Light vehicle production (< 6 t) –China (m units)

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Wholesale SD-WAN Solutions Information · 59% compound annual growth rate (CAGR) to become a $1.3 billion global market. The UK share of this market is forecasted to grow to 20-25%,

Blomberg _ Investments and Forecasted Production

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LAFCO 3233 Notice of Filing Attachments: Proposed CSD 5 ...5-Year Financial Forecast Attachment F . Spring Valley Lake CSD Forecasted Forecasted Forecasted Assumes estimated retirement

FY12-Q3 INVESTOR PRESENTATIONmimage.opentext.com/alt_content/binary/ot/investor/... · 2010-2015 11.4% CAGR 2009 -2014 14.3% CAGR 2010 – 2015 15.9% CAGR Sources: • ECM, BPM: Gartner

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1 The Middleby Corporation. 2 Financial Performance Sales ($ in millions) Gross Profit EBITDAEPS 30% CAGR 35% CAGR 45% CAGR 80% CAGR ($ in millions)

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Fossil Forecasted Finacial Statements

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PRELIMINARY DRAFT Actual and Forecasted Flood District

Uncertainty in forecasted environmental conditions for

10. ESTIMATED COSTS AND FORECASTED REVENUES

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