connect sync activate · 2011-10-12 · 4 mobile connectivity driving new opportunities more smart...
TRANSCRIPT
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• Connect• Sync• Activate
Connecting Your World
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Safe Harbor
Statements in this presentation that are not reported financial results or other historical information are “forward-looking statements” within the meaning of the Private Securities Litigation Reform Act of 1995. They include, for example, statements about our business outlook, assessment of market conditions, anticipated trends in our business strategies, future plans, future sales, prices for our major products, capital spending and tax rates. These forward-looking statements are not guarantees of future performance. They are based on management’s current expectations that involve a number of business risks and uncertainties, any of which could cause actual results to differ materially from those expressed in or implied by the forward-looking statements. The risks and uncertainties relating to the forward-looking statements in this presentation include those described under the caption “Risk Factors” in Synchronoss Technologies, Inc’s SEC filings including our most recent filed annual report on Form 10-K.
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Investor Highlights
E-Commerce, Connected Devices & Cloud Computing
Positioned at the center of powerful long-term growth trends
Delivering the most “Powerful Mobility Customer Experience”
Clear market leadership position in Activation SaaS platform
Driving Tangible & Scalable Results Worldwide
Embedded with major,influential customers
Accelerating connected device strategy/ customer diversification
Strong IP (Patents) andTechnology lead
Significant operating leverage potentialStronger profitability
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Mobile Connectivity Driving New Opportunities
More Smart Devices – Consumers using more than one device (Smartphone, Tablets, etc.) and the internet is your phone
More Affordable – Competition with greater than 100% penetration in many developed markets…lower 3G tiered pricing lowers adoption barrier…
More Available –3G/4G and Wi-Fi 100% penetrated in most developed markets…
More Access to Content – Smart Apps, Mobile Banking, Social networking, is something for nearly everyone…
Connecting Your World
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Connected Devices
10B+Units???
2010 20202000
1,000,000
10,000
1,000
1
100,000
100
Devi
ces
/ Us
ers
(MM
in L
og S
cale
)
More thanJust Phones• Smartphone• Tablet• Cell Phone /
PDA• Car, Meters,
GPS, ABS• Home
Entertainment• Games• Wireless
Appliances
Source: Morgan Stanley 2009
Explosion in Variety of Devices & Networks
DesktopInternet
1B+ Units /Units
Adding Complexity for Development and Features
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U.S. 4G LTE Device Shipments, 2010-2014(88M U.S. LTE Devices Shipped in 2014)
0
10
20
30
40
50
60
Smartphones /Superphones
Tablets andNetbooks
Data Cards,Modems, Router
2010 2011 2012 2013 2014
(in millions)
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Future Commerce is from the DeviceOnline Commerce Gaining Share vs. offline – Online at ~5% of USA Retail,
Mobile Should Get to Same Level Much Faster
Q3:00 Q3:01 Q3:02 Q3:03 Q3:04 Q3:05 Q3:06 Q3:07 Q3:08 Q3:09 Q3:10 Q3:11 Q3:12
Linear Trendline (y=0.094x + 0.9895, R^2=0.9599Note: (1) Adjusted for eBay by adding back eBay US gross merchandise volumeSource: US Dept. of Commerce (CQ4:09), Morgan Stanley Research
eCommerce Penetration
0%
1%
2%
3%
4%
5%
5%
7%
eCom
mer
ce a
s %
of T
otal
Ret
ail S
ales
USA eCommerce % Share* of Total Retail Sales,CQ3:00 – CQ4:12E
eCommerce Penetration 4% in CQ2:10
Mobile eCommerce Penetration?
Source: Morgan Stanley
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The Problem That We Solve For
Address Activation / Upgrade Challenges
84%
Inherent Order Complexity
Complex set-up
High maintenance
Costly integration
Customer screening
Activate
Account information
Credit
Insure
Billing
Portability Sync
Transfer
Source: Best Buy Mobile – Shawn Score Interview; Market Tools Survey
26%Delay Handset Upgrade due to Lack of Content Transfer
ConsiderIn-Store Activation “Poor”
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ConvergenceNow® Platforms
Functionality• Order Management, Activation
and Provisioning• Automation and Orchestration
of complex order processing
• Access / Connectivity to the largest service providers globally
• On-demand activation and provisioning platform
• Inventory management, product fulfillment, exception handling, commission reconciliation, etc.
Benefits
• Automation levels achieved in short period of time
• Best in class eCommerce experience
• Full visibility into all orders and stages of the transaction
• Accelerates and monetizes Connected Devices go-to-market
• Minimizes capital expenditures and fixed costs
• Reduces time to market to 3-6 months from contract signature
Customers
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Activate
Connect
Syn-chronizeMonitor
Manage
Up Sell
Buy
Ensure Optimized Activation Experience• Device Activation• Application Activation• Content Synchroniza-
tion and Backup
Manage and Ensure Connectivity• Seamless Connectivity
Network Aggregation• Network Utilization• Bandwidth Utilization• Resource Utilization
Network Usage Optimization − Traffic Offload− Traffic Manipulation
Integrated Customer Experience Monitoring• Service Monitoring− Application Usage− Device Performance− Connectivity Experience− Out of Box Experience
• Service Experience Management− Real-time Knowledge
and Visualization− Trigger-based
Notifications− Proactive Notifications− Self-healing Loop
Up Selling Additional Services• Provide knowledge for
targeted Marketing Campaigns, Mobile Advertising, etc.
Cloud Enabled Devices – Powered by Synchronoss
SYNCHRONOSS CONFIDENTIAL
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Extensive Technology and Patent Investments
Over 60 U.S. Patents issued and pending
Network Address Book
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MightyBackup
7
MobileLocker
2
Handset Transfer Service
4
Social AddressBook
6
Store
2
Messaging
3
Management
2
Authentication
1
Sync
3
Device
7
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Mobile Phones Consumer Electronics
Laptops (or Connected Devices)
User Community(distributed geographically across multiple operators)
Connect Technology Offering
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Backup Assistant Revenue ApplicationTop 10 mobile application over ten consecutive quarters, scaled to over 30M active subscribers and 3 billion contacts
Network Address Book (NAB)Connects subscriber communities by synchronizing address book and profiles across VZ mobile, FiOS, VZ Web, and 20 popular social networking sites
Handset Transfer Service (HTS)Transfers mobile content on phone upgrade –includes the first and only legal solution for licensed content transfer
OkHelp
Connecting to the Backup Assistant service...
Mobile number:+14082221234
Cancel
Connecting...
Options Backup Now
Backed up: 27Pending: 0
Edit or print your address book at
www.verizonwireless.com/backupassistant
Backup Assistant
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Synchronization Technology Offering
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White Label Activation PortalEnables subscription sales via a standardized, simple to use web-based client.
Service Activation Gateway (SAG)Multi-tenant activation and qualification gateway supporting: • Online and Retail Channels• Prepaid, Postpaid, & Session-based Plans • All devices types: Smartphones, Tablets,
3G/4G Dongles, MiFis, Embedded, etc.• All Use Cases: New, Add a line, Upgrade,
Shared Plans, etc.
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Proven Scalability• Capable of over 250
activations per minute• Supports over 800
simultaneous qualification and shopping sessions
Activation Technology Offering
eCommerce Storefronts
Carrier A
Carrier B
Carrier C
Activation Portal
Service Activation Gateway
XML API
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VMM
Social Cloud Connectors
Community Storage Locker
WSAPI
Sync andConnect S&C
CSP IT
API
UpgradePort-In Cloud
Population
Activation and Sync
Platform Cloud Enablers
On Device Activation
3rd Party Public API’s
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iPhone 4S
Synchronoss will continue to play an important role in the iPhone activation process Synchronoss will continue to support all
transactions through AT&T’s online channel, in addition to supporting certain transactions on behalf of Apple for AT&T, Verizon Wireless, and now Sprint The new iPhone 4S at AT&T allows customers to
upgrade their devices directly from their existing devices and through multiple channels− Customers can select and upgrade from the
device itself (Web Browser/App/Kiosk)− Synchronoss will process and activate those
transactions
Enhanced Activation customer experience helps customers upgrade from the device, at retail stores, or Online
SYNCHRONOSS CONFIDENTIALSYNCHRONOSS CONFIDENTIAL
THANK YOU