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CAPITAL MARKET DAY 2017
NEW DIGITAL BUSINESS MODELS ARE WRITTEN IN SOFTWARE
Karl-Heinz Streibich
CEO
March 14, 2017
© 2017 Software AG. All rights reserved.
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This presentation includes forward-looking statements based on the beliefs of Software AG management.
Such statements reflect current views of Software AG with respect to future events
and results and are subject to risks and uncertainties. Actual results may vary materially from those
projected here, due to factors including changes in general economic and business conditions, changes in
currency exchange, the introduction of competing products, lack of market acceptance
of new products, services or technologies and changes in business strategy. Software AG does not intend
or assume any obligation to update these forward-looking statements.
This presentation constitutes neither an offer nor recommendation to subscribe or buy in any other way
securities of Software AG or any of the companies that are members of the Group at present or in the
future, nor does it form part of such an offer and it should not be understood as such. This presentation
does not constitute an offer of sale of securities in the United States of America. Securities may not be
offered or sold in the United States of America without registration or exemption from registration in
accordance with the U.S. Securities‘ Act of 1933 in its currently valid form.
© 2017 Software AG. All rights reserved.
SAFE-HARBOR-STATEMENT
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DIGITAL CHALLENGERS DRAW A WEDGE BETWEEN COMPANIES AND THEIR CUSTOMERS
© 2017 Software AG. All rights reserved.
DIGITAL DISRUPTION
Any industry ... Retail Hotels Banks Insurance
DIGITAL DISRUPTION
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THE DIGITAL DILEMMA FOR ESTABLISHED COMPANIES: THE NEW DIGITAL COMPETITORS ARE SOFTWARE COMPANIES
© 2017 Software AG. All rights reserved.
» New digital
business
models are
written in
software
» Software has
to become the
prime source
of innovation
in every
industry
» Digital
companies
already have a
micro service
oriented IT
architecture
» IT today:
Admin focus
» Business
today:
Hardware &
embedded
software focus
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DIGITAL BUSINESS PLATFORM OF DIGITAL DISRUPTORS
BUSINESS & IT
TRANSFORMATION
+ HYBRID
CLOUD
ON PREMISE
IT Transformation
Platform
Business Transformation
Platform
© 2017 Software AG. All rights reserved.
IT Transformation
Platform
IT Transformation
Platform
IoT Analytics Platform
Agile Business Process Platform
Hybrid Integration/API Platform
In-Memory Data Management Platform
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Cloud App Mobile
App Enterprise App
Server Client Endpoint
Internet-based Infrastructure
Industrial App
IoT
Industrial Infrastructure
Industrial IT
SOFTWARE AG‘S NEXT BIG THING BASED ON
Admin IT
© 2017 Software AG. All rights reserved.
IoT/I 4.0 use cases need both
Business today
Growth
Trend: Cloud becomes standard architecture
long lasting business logic applications
IoT business
Strong Growth
Trend: Differentiating digital solutions
IoT/I 4.0 driving growth in every industry
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Systems of Records
Classic IT
Business
Logic
Enterprise
Applications
New digital innovations
Data Logic &
Algorithm Internet of Things (IoT) Framework
Integration centric
micro services architecture Integration
Logic
Integration &
Enterprise Process Automation
MASTERING THE CHALLENGE OF DIGITAL TRANSFORMATION: FROM CLASSIC IT TO NEW DIGITAL INNOVATIONS
… …
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THE DIGITAL ENABLEMENT HAPPENS NOW
© 2017 Software AG. All rights reserved.
RETAIL PHARMA PRODUCTION INSURANCE MOBILITY
Digital:
Consumer centric
supply chains
Platform as a
retailer (Alibaba &
Amazon)
Digital:
Personalized
medicine
Health card as a
medical service
platform
Digital:
Individualized
production
Smart products
(I 4.0, MES, IoT)
Predictive solutions
Digital:
Platform as a
broker
Personalized
insurance contract
Digital:
Connected cars
Platform as a
broker (Uber)
Digital Category:
Process
Innovation
Digital Category:
Product
Innovation
Digital Category:
Organizational
Innovation
Digital Category:
Service
Innovation
Digital Category:
C: Connected
A: Assisted
S: Shared Service
E: Electric
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OPEN IOT FRAMEWORK FOR ESTABLISHED COMPANIES
IoT FRAMEWORK
IoT DEVELOPMENT SERVICES
IoT INTEGRATION SERVICES
Application
Integration API
Management
Device
Integration
Condition
Monitoring
System Performance Management
Location Awareness
Predictive
Maintenance
IoT CLOUD INFRASTRUCTURE
Process
Integration
…
…
Streaming
Analytics Machine
Learning
Edge
Analytics
Predictive
Analytics … Visual
Analytics
Admin IT
SAP, CRM,
PLM, CAD,
…
External Services
Ext. Cloud
Integration,
OEM Portal, …
Partners /
Customers
APPs , Portale,
Mobile Integration
…
Devices
INDIVIDUAL
IoT SOLUTIONS
BUSINESS
IoT PLATFORM
SERVICES
FLEXIBLE SYSTEM
INFRASTRUCTURE
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DIGITAL ROADMAP FOR ESTABLISHED COMPANIES
© 2017 Software AG. All rights reserved.
» Implement open IoT framework for new digital business solutions
» Extent IT architecture:
From app-silos to integration centric services oriented architectures
» CEO’s and Business Divisions have to think „Software First“, in every industry
» Make your products smart for data centric new digital business models
» Rebuild your IT know-how: Beyond admin IT and embedded product software
PREPARE YOURSELF FOR THE
DIGITAL ATTACK
Thank you for your attention
© 2017 Software AG. All rights reserved.
MANTRA FOR EVERY COMPANY:
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Q&A
© 2017 Software AG. All rights reserved.
13 | © 2017 Software AG. All rights reserved.
Investor Relations
Uhlandstrasse 12
64297 Darmstadt
Germany
phone: +49 (0) 6151 / 92 1900
fax: +49 (0) 6151 / 9234 1900
softwareag.com
e-mail: [email protected]
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