the age of intelligence · 2017-05-10 · ceo nike -2016. reinventing the footwear industry....
TRANSCRIPT
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Mike McNamaraChief Executive Officer
The Age of Intelligence
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We are in a new era
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Operating at Scale Across 12 Industries
Medical
$2B
Automotive
$2B
Industrial
$1B
Home Appliances
$1B
CapitalEquipment
$1B
Energy
$2B
Telecom
$3B
EnterpriseCompute
$2B
Wearables
$1B
ConnectedLiving
$1B
Mobile
$2B
Networking
$3B
Revenue
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Giving Us Unparalleled Insight
Medical
$2Billion
Automotive
$2Billion
Industrial
$1Billion
Home Appliances
$1Billion
CapitalEquipment
$1Billion
Energy
$2Billion
Telecom
$3Billion
EnterpriseCompute
$2Billion
Wearables
$1Billion
ConnectedLiving
$1Billion
Mobile
$2Billion
Networking
$3Billion
144 130 51 52 101 76
30 27 21 62 934
# of customers
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Capabilities Built for the Future
The Flex Platform
Our company innovates across three dimensions
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Software Platforms Convert Data into Actionable Insights
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Cross-Industry Insights Allow Innovation at Scale
Developthe smart
components that enable intelligence
Identifyand leverage technology
across industries
Commercializerelevant product
solutions
Cultivateand accelerate
collective innovation
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Relentless Drive for World’s Most Efficient and Reliable Operations
Additive manufacturing
(3D printing)
Advanced simulation and visualization
Automationand robotics
Machine-to-machine communications
Augmented reality (AR)
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Exceptionally Well Built for the Future
Develop Identify CommercializeCultivate
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Our Industry Has Changed -- We Have Evolved Our Model
Time
Electronics Manufacturing
Services
ContractManufacturing
Sketch-to-ScaleTM
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Sketch-to-ScaleTMSolutions and Co-innovation
Time
Electronics Manufacturing
Services
ContractManufacturing
Worldwide Scale and Labor Arbitrage
Asset Light and Lower Cost
Our Industry Has Changed -- We Have Evolved Our Model
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Time
Cost Based Discussion
Director of Operations
3–6 months lead-time
Our Conversation Changes with Sketch-to-Scale
Revenue/Strategy Discussion
CEO/CTO/COOProduct Executive
18–24 months lead-time
»
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3%
9%
5%
18%
CEC CTG IEI HRS
7%
12%
27% 26%
33%
CEC CTG IEI HRS
Sketch-to-Scale Revenue is Rapidly Accelerating
FY 2013
CEC CTG IEI HRS
FY 2020E
40%
FY 2017
23%
25–35%
35–45%
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“…partnering with innovators who help it accelerate systemic change at scale. With Flex, Nike is driving the modernization of footwear manufacturing across its supply chain.”
Mark ParkerCEO Nike - 2016
Reinventing the Footwear Industry
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Reinventing the Construction Industry
(McKinsey, 2016) Real gross value added per hour worked by persons engaged, Indexed 1995 = 100
Global productivity growth
1994 1996 1998 2000 2002 2004 2006 2008 2010 2012 2014
Construction
Total economy
Manufacturing200
190
180
170
160
150
140
130
120
110
100
0
We will also modernize the supply chain for the Construction Industry
13% of the world’s GDP
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Operating at Scale Across Traditional Industries
Medical Automotive Industrial Home Appliances
CapitalEquipment
Energy
Telecom EnterpriseCompute
Wearables ConnectedLiving
MobileNetworking
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The Future Requires Cross-Industry Capabilities
Artificial Intelligence (AI)
Smart Cities
Autonomous/ Connected Cars
Cloud Data Center
Intelligent AssetTracking
Digital Health
Augmented Reality/ Virtual Reality (AR/VR)
5G/Telco Cloud
Industrial Automation
Connected Living
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Yielding a Massive Expansion of TAM
Artificial Intelligence (AI) 1
Digital Health
Smart Cities 2
Autonomous/ Connected Cars
Cloud Data Center
Augmented Reality/ Virtual Reality (AR/VR) 1
5G/Telco Cloud
Intelligent AssetTracking
Industrial Automation
Connected Living
2015-2020 data points ($B), CAGR
Source: Gartner, IDC,IFR, Markets & Markets, GMI Insights, Goldman Sachs, Autodesk, Flex Internal Estimates (1) Represents 2016 estimated figured(2) Overlaps with other categories including connected living an autonomous vehicles
246392
10%
4
3554%
8
4756%
32 61
14%
10
2520%
65
17622%
50
11919%
3
3884%
1
1282%
3676
16%
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24
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Creating a smarter, more connected world