2011 Africa CDMA Summit€¦ · Page 5 Global Leader in Wireless Solutions for M2M and Mobile...
Transcript of 2011 Africa CDMA Summit€¦ · Page 5 Global Leader in Wireless Solutions for M2M and Mobile...
PageJanuary 21, 2010Sierra Wireless Proprietary and Confidential 1
2011 Africa CDMA Summit26TH May 2011Dominique Friedl, Manager Sub Sahara M2M Embedded Solutions
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Safe Harbor StatementCertain statements and information in this presentation are not based on historical facts and constitute forward-looking statements within the meaning applicable securities laws (“forward-looking statements”) including statements and information relating to our financial guidance summary for Q1, 2011 and fiscal year 2011, our guidance drivers for 2011 and our outlook for 2011. Forward-looking statements are provided to help you understand our views of our short and longer term prospects. We caution you that forward-looking statements may not be appropriate for other purposes. We will not update or revise our forward-looking statements unless we are required to do so by securities laws.
Forward-looking statements:
● typically include words about the future, such as: “look forward to”, “outlook”, “may”, “intend”, “believe”, “plan”, “anticipate”, “expect”, “goals”, “targets”, “forecasts”, “well positioned for”, “trending” and “will continue to”.
● are not promises or guarantees of future performance. They represent our current views and may change significantly;
● are based on a number of material assumptions, including those listed below, which could prove to be significantly incorrect:▲ our ability to develop, manufacture and sell new products and services that meet the needs of our customers and gain commercial acceptance.▲ our ability to continue to sell our products and services in the expected quantities at the expected prices and expected times.▲ expected cost of goods sold.▲ expected component supply constraints.▲ our ability to “win” new business.▲ that wireless network operators will deploy next generation networks when expected.▲ our operations are not adversely disrupted by component shortages or other development, operating or regulatory risks;
● are subject to substantial known and unknown material risks and uncertainties. As a result, our actual results, achievements and developments in our business may differ significantly from our current expectations. These risk factors and others are discussed in our Annual Information Form and Management’s Discussion and Analysis of Financial Condition and Results of Operations, which may be found on SEDAR at www.sedar.com and on EDGAR at www.sec.gov and in our other regulatory filings with the Securities and Exchange Commission in the United States and the Provincial Securities Commissions in Canada. Certain of these material risks are listed below:
▲ actual sales volumes or prices for our products and services are lower than we expect for any reason including, without limitation, the continuing uncertain economic conditions, price and product competition, different product mix, the loss of any of our significant customers, competition from new or established wireless communication companies.
▲ the development and timing of the introduction of our new products is later than we expect or is indefinitely delayed.▲ transition periods associated with the migration to new technologies are longer than we expect.
USE OF NON-GAAP FINANCIAL MEASURESThis presentation contains references to certain non-GAAP financial measures and should be viewed in conjunction with our press release and supplementary information on our website (www.sierrawireless.com), which present a complete reconciliation of GAAP and Non-GAAP results.
© Sierra Wireless 2011
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Corporate Profile
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Proven innovator in new wireless technologies, embedded systems
and end to end solutions
A leading provider of Mobile Computing and Machine-to-Machine
cellular wireless solutions
Strong global presence. HQ in Vancouver, CanadaR&D on three continents
NASDAQTSX
2010 Revenue$650 million
Broad range of high performance hardware & software solutions
Founded in 1993 Experienced leadership
Approximately 900 employees worldwide
© Sierra Wireless 2011
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Targeting Two Large, Growing Markets
Mobile ComputingMobile Computing
Automotive & Transportation
>1 billion motor vehicles
Energy>3 billion utility
meters
Year 2020“Everything Connected”
Healthcare>1 billion people with
chronic welfare diseases
Mobile Consumer5+ connected devices
per person
Mobile Broadband750M+ notebooks, netbooks,
tablets shipped per year
Connected Homes>1 billion middle-class
households
Machine-to-MachineMachine-to-Machine
7.7
9.6
12.4
15.5
18.0
Global Market Size($USD billion)
Source: ABI Research
‘10-13 CAGR 23%
© Sierra Wireless 2011
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Global Leader in Wireless Solutions for M2M and Mobile Computing
Machine-to-Machine Mobile Computing
Leverage
• #1 global market share• Leading product portfolio• Highly differentiated• Global support• Solutions across the
value chain
• Air interface leadership• Strong product portfolio:
USB, mobile hotspots• Key channel positions with
operator and OEM partners• Highest quality, lowest TCO
Manufacturing and supply chain
© Sierra Wireless 2011
Core wireless technology
LTEHSPA+
WiMAXEVDO
Global footprint
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Broad Product Offering Targeting Key Verticals
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Sierra Wireless Products and Solutions
Security Networking Sales & Payment Field Services & Logistics
Healthcare
Mobile Computing Automotive Transportation Energy Industrial & Infrastructure
Mobile Consumer
© Sierra Wireless 2011
Mobile Broadband Devices
Intelligent Embedded Modules
Intelligent Gateways & Routers
Services Platform & Solutions
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Superior Global Footprint
Sierra Wireless operates worldwide serving global network operators, OEMs, enterprises
• R&D• Sales• Technical Support & Services• Manufacturing
Vancouver, Canada Corporate Headquarters
Silicon Valley
San Diego
Melbourne
Tokyo
LondonMunich
= R&D, Marketing, Sales, Operations
= Manufacturing
= Additional Major Offices
Beijing
Hong Kong and Shenzhen
FlextronicsSuzhou
Toulouse
Paris
Johannesburg
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Sierra Wireless is the company that operators, OEMs and enterprises around the world count on for wireless solutions
• Innovative Mobile Computing and M2M applications
• Broadest product portfolio – mobile broadband devices, embedded modules, M2M gateways and routers, M2M cloud services platform
• Global reach – R&D and technical services in North America, Europe and Asia, sales and distribution in more than 100 countries
• Fastest time to market and lowest total cost of ownership
• Financial strength and stability
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Summary
Global leader in wireless solutionsfor M2M and Mobile Computing
© Sierra Wireless 2011
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Machine-to-Machine
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M2M allows key information to be exchanged without human intervention, making it possible to reduce costs and improve efficiency
and service to customers.Innovative Mobile Computing and M2M applications.
Network Operators:• Get M2M services to market faster and reduce your support costs
• Enhance your network infrastructure
• Reduce your support cost
• Control device behaviour in your network
• Provide unmatched quality of services to your M2M customers through one unique web self-care platform: our white labelled dedicated AirVantage Services Platform
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What is Machine 2 Machine ?
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The Machine-to-Machine (M2M) Opportunity
60 Billion Machines:•ABI Claims M2M to be worth $12 Billion 2012
M2M Module to grow:•2006: 30 million•2012: 310 million
MNO Revenue to grow:•2006: $755 million•2011: $4.2 billion
VAS Revenue to grow:•2006: $21 billion•2012: $189 billion
The Handset Revolution The M2M Revolution
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Mobile Network - Operational IndicatorsPrepaid:• Churn > 40%• ARPU Flat / DeclineContract:• Churn > 8%• ARPU Decline > 5%
Source: Vodacom Group Results 31 March 2010
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The Machine-to-Machine (M2M) Opportunity
Global Market Size for Connected Devices(number of units shipped annually)
Source: ABI Research (Mobile Broadband-Enabled Consumer Electronics & M2M Market Forecast)
35%CAGR
Sierra Wireless holds #1 market shareExceptionally strong position in key verticals
Sierra Wireless holds #1 market shareExceptionally strong position in key verticals
Operators are investing aggressively in Machine-to-Machine (M2M)•Vodafone•AT&T•Sprint•Verizon•T-Mobile•Telenor•Bouygues Telecom
OEMs, system integrators and application developers are building new connected devices and solutions
Wireless adoption happening across many segments: consumer, automotive, networking, smart energy, payment
© Sierra Wireless 2011
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Machine-to-MachineSegment Overview
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Internet / Smart TV EMEACategory: Consumer
Technical Features:• HSPA, HSPA+ 21Mbps, HSPA+ DC
42Mbps and LTE• Recording with a single click (PVR)• Control Live TV (Time Shifting)• Programming Guide (EPG)• Access the best news media.• See the programs that you missed
due to TV on demand• Put children's videos, documentaries,
football summaries ...
Internet Box DVB-T TV enjoy high-definition (HD) and you can watch channels Payment TDT. Get TV on demand, information and videos on the Internet.
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SVR / Fleet Management EMEACategory: Transportation
Technical Features:• “Always-on”• On board movement sensor to detect
Wireless cut immobiliser “Ghost”.• Volumetric movement sensor input.• Auto health check message.• All SMS’s acknowledged.• Vehicle battery level monitoring.• On board rechargeable Lithium Ion
Battery.
Compact GSM / GPS based vehicle tracking system with enhanced security features such as configurable alarm inputs, wireless immobiliser, anti-hijack and driver’s ID etc.
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Smart Metering EMEACategory: Metering
Technical Features:• Built on the Abacus metering
platform, • Multi-functional meter• Extensive tamper detection• Multi-tariff, neutral current
measurement• Communication expansion port
for RS-485, PLC or Low-Power RF modules.
• Rated IP56
Smart and advanced Single Phase Electronic Revenue Meter. May include Water and Gas.
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Security Alarm EMEACategory: Others
Technical Features:• Alarm information via SMS, voice
or to a ARC• Control by a RFID reader, voice
and remote control• 10 wireless detectors (motion,
door / window opening, smoke)• 10 registered users for alarm
notifications and control• Additional detectors - customized
extension
Enable easy wireless installation and operation. Arming and disarming of the system is possible with just a tag.
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Networking EMEA
The EasyRoute is a wireless UMTS router that represents a highly reliable alternative to ADSL at available price. It is the ideal solution for smaller companies.
Category: Networking
Application Support• Fixed line replacement• High-speed Internet connection
(up to 7.2 Mbps)• Voice calls via GSM and UMTS• Prepaid Wi-Fi Hot Spot• Back-up connection (both voice
and data)• Quick installation, easy
maintenance
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Sales & Payment EMEA
Multi purpose communications device. delivering real-time connectivity by providing EDGE/HSDPA based data communication.
Category: Payment
Application Support• Connects credit card terminals to
facilitate your electronic funds transfer.
• Connects an integrated solution via ethernet.
• Failover solution from ADSL and Satellite
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Field Services EMEA
The iDL300 compact rugged biometric computer offers a complete set of features for virtually any identity management challenge in a remarkably small and lightweight form factor.
Category: Field Services
Technical Features:• Compact and lightweight design• Read all contactless identity
documents• Verify identity using multi-modal
biometrics in one mobile unit• Connect using integrated 3G,
WiFi and Bluetooth links
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Remote Healthcare EMEA
Handheld ECG device for remote heart arrhythmia diagnostics.
Category: Others
Technical Features:• ECG measurement using two
thumbs• Built-in GSM/GPRS modem• ECG data sent to central
database in the cloud• Doctor access the ECG database
via encrypted connection
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Thank you
© Sierra Wireless 2010