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STRATEGY TO GROW MARKET SHARE:BUILDING AN IOT PARTNER ECO-SYSTEM
Karl-Heinz Streibich
CEO
Capital Market Day 2018
March 12, 2018
© 2018 Software AG. All rights reserved.
2 |
SAFE HARBOR
© 2018 Software AG. All rights reserved.
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.
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DISRUPTION: DIGITAL CHALLENGERS DRAW A WEDGE BETWEEN COMPANIES AND THEIR CUSTOMERS
© 2018 Software AG. All rights reserved.
DIGITAL DISRUPTION
Any industry...RetailHotels Banks Insurance
DIGITAL DISRUPTION
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DIGITAL DILEMMA FOR ESTABLISHED COMPANIES:IN EVERY INDUSTRY
© 2018 Software AG. All rights reserved.
» Digital
business
models are
written in
software
» Challenge:
From IT
Supplier
relations to
Digital Eco-
Systems
» Think Digital
Architecture
First…
Middleware
Centricity
Current challenges
» Differentia-
ting use-
cases:
Artificial
Intelligence
(AI) and
Blockchain
Next big thing
5 |
Systems of RecordsClassic IT
Business Logic
Enterprise
Applications
Digital innovations Data Logic &
AlgorithmInternet of Things (IoT) Platform
Integration centric micro services architecture Integration
Logic
Integration &
Enterprise Process Automation
MASTERING THE CHALLENGE OF DIGITAL TRANSFORMATION:FROM CLASSIC IT APPLICATIONS TO NEW DIGITAL PLATFORMS
… …
© 2018 Software AG. All rights reserved.
7 | © 2018 Software AG. All rights reserved.
Note: RoW = rest of world; Source: IDC: Gartner: ABI; CMI; BCG IoT market model
9 |
WIN MARKET SHARE WITH IOT ECO-SYSTEM PARTNERSHIPSKEY SUCCESS FACTORS
© 2018 Software AG. All rights reserved.
Industry Eco-Systems
Leading technologyReliable, scalable, functional
CollaborationSharing synergies
Awareness
Known for success
Neutrality
No lock-in
Vertical industry solutions
Standards
Low barrier to entryUse-based pricing
10 | © 2018 Software AG. All rights reserved.
2007 2008 2009 2010 2011 2012 2013 2016 2017
€1.2B INVESTMENTS so far…
DEVICE CONNECTIVITY & MANAGEMENT
ENTERPRISE & CLOUD INTEGRATION
REAL-TIME ANALYTICS & VISUALIZATION
WORKFLOW AUTOMATION
Cumulocity IoT
SOLUTION ACCELERATORS
SOFTWARE AG’S SUCCESS IN THE DIGITAL WORLDLEADING TECHNOLOGY BUILT ON M&A INVESTMENTS
11 | © 2018 Software AG. All rights reserved.
The Forrester Wave™: HYBRID INTEGRATION
(SAG WebMethods)
The Forrester Wave™: IN MEMORY DATA GRID
(SAG Terracotta)
IoT Solutions(SAG Cumulocity*)
The Forrester Wave™: STREAMING ANALYTICS
(SAG Apama)
*Cumulocity is the IoT solution portfolio of Software AG encompassing Hybrid
Integration, In-Memory Computing and
Streaming Analytics
MARKET AWARENESS OF LEADERSHIP IS BUILDING UPBEST IOT TECHNOLOGY PARTNER IN THE MARKET
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VERTICAL INDUSTRY SOLUTIONS AND STANDARDS
© 2018 Software AG. All rights reserved.
MACHINERY & TOOLING
�Machine
Learning
�Connected
Manufacturing
�Predicitive
Maintenance
PRODUCTION
� Individualized
production
�Digital Twins
RETAIL
�Consumer
centric supplychains
TELCOS
�Platform-as-a-
Service
�Device
connectivity
(Cities and
citizens)
MOBILITYMOBILITY
� Connected cars
� Autonomousdriving
� Mobility service
� Electric cars
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IT AND OT: HEAVY IOT INVESTMENT BUT NO DOMINATION(YET!)
© 2018 Software AG. All rights reserved.
IT Vendors OT Vendors
15 | © 2018 Software AG. All rights reserved.
IOT MARKET AWARENESS FOR SOFTWARE AG
Computerwoche
Handelsblatt
IT & Production
Big Data Insider
Stuttgarter NachrichtenHeise Online
Golem
European Business Review
Silicion.de
IS BUILDING UP
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DIGITAL PRIORITIES FOR EVERY INDUSTRY
© 2018 Software AG. All rights reserved.
4. Implement open IoT framework for new digital
business solutions
3. Extent IT architecture: From app-silos to middleware
centric architectures
1. CEOs and Business Divisions have to think
„Software First“, in every industry
2. Make your products smart for new data centric
digital business models
5. Rebuild your IT know-how: Beyond admin IT and
embedded product software….business IT
Cumulocity Edge Analytics…Portfolio
We are SOFTWARE!
Software AG contribution
WebMethods Middelware…Portfolio
Software AG’s leading Cumulocity IoT
framework…Portfolio
Software AG’s Global Consulting
Services…Portfolio
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…AND THE NEXT BIG THINGS!
© 2018 Software AG. All rights reserved.
Artificial Intelligence
based
applications
Blockchainbased
intercompany
processes
Innovative Public Sector Platforms
(e.g. Darmstadt
Digital City)