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© 2018 Software AG. All rights reserved.
Bernd Gross SVP IoT & Cloud BU / CEO Cumulocity
Berenberg European Conference 2018
Pennyhill Park, U.K.
December 6, 2018
FOR IOT & INDUSTRIE 4.0
2 |
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 techno-
logies 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.
© 2018 Software AG. All rights reserved.
SAFE-HARBOR-STATEMENT
3 |
Adabas & Natural
(Heritage)
• Application Development
• Data Management
System
• Modernization (e.g. ZiiP)
• System Support 2050+
BUSINESS LINES
© 2018 Software AG. All rights reserved.
*Group revenue split FY 2017
Share of
Revenue* 52%
Digital Business
Platform (Core)
• Integration &
Automation
• Real-time Analytics
& Decisions
• In-Memory Data
• Business & IT
Transformation
Share of
Revenue*
Consulting Services
(Professional Services)
• IT Strategy & Design
• Product Implementation &
Customized Solutions
• Education & Cloud
Services
• Global Delivery (on-
/offshore)
Share of
Revenue* 25% 23%
Cloud & IoT
(Extension)
• IoT solutions
• Industry 4.0/IIoT
Platform Device
Management
• Edge Computing
• Cloud-based
software
4 |
SOFTWARE AG AT A GLANCE
© 2018 Software AG. All rights reserved.
Technology leader for almost 50 years in data management
and application development platforms
~ €3bn MARKETCAP
~ 66% Free Float
€870+ MILLION
IN REVENUE
50%+ recurring
75% product revenue
4,500+ EMPLOYEES**
R&D 26%
S&M 19%
Consulting
&Services
42%
Admin
13%
BY REGION*
* Based on FY 2017 **P&L as of December 31, 2017
43%
Americas
49%
EMEA
REVENUE
52%
DBP
25%
A&N
23%
Services
BY BUSINESS LINES*
5 |
Revenue in €m:
DBP Product revenue
A&N Product revenue
PROFITABLE GROWTH
© 2018 Software AG. All rights reserved.
STRATEGY EXECUTION
2006 2017
284 224
455
Adabas & Natural
Extending Lifecycle
69
31.8%
24.7%
2012
EBITDA
EBITA, non-IFRS
Operating margin
2019
Project Helix Strategy Refresh
6 |
Key acquisition areas have been:
IOT IS A STRATEGIC GROWTH AREA
© 2018 Software AG. All rights reserved.
2007 2008 2009 2010 2011 2012 2013 2016 2017
€1.5B INVESTMENTS in IoT so far…
LEADING MIDDLEWARE + DEVICE MANAGEMENT + IOT ANALYTICS
• Hybrid Integration
• IoT Analytics
• Device Integration
• Application Development
2018
7 |
• Follows a common
technology vision
• Is already integrated in
Digital Business Platform
• Enables smarter
applications across all
industry verticals
• Important capability for IoT
use cases
• Key customer wins
• Strong telco experience
(Nokia spin-off)
• Development of IoT
platform since 2010
• Integration
• Visualization and templates
• Real-time Analytics
• Device Management
• Connectivity:
Multi protocol / machine
languages (300+ industrial
protocols)
SOFTWARE AG MAIN ACQUISITIONS FOR IOT
© 2018 Software AG. All rights reserved.
EXTENDS OUR TECHNOLOGY LEADERSHIP
AI, machine learning &
predictive analytics
IoT PaaS –
End-to-End Cloud Platform
• Intuitive web-based self-
service analytics platform
for rapid fire visualization
• Enables domain experts to
analyze time series data in
real-time
Time-Series Analysis
8 |
SOFTWARE AG ACQUIRES BUILT.IO FLOW™ IPAAS TO EXTEND LEADERSHIP IN HYBRID INTEGRATION
Flow iPaaS
Connect any app, service,
or device to automate
workflows
Flow Embed
Embedded connectivity into
any SaaS application
• Brings modern
Node.js technology,
FaaS and 160+ new
connectors
• Integrating Built.io Flow with Software
AG´s leading iPaaS, IoT, API and B2B
capabilities uniquely delivers an
unmatched integration offering
• Software AG gains
analyst recognized
iPaaS offering
© 2018 Software AG. All rights reserved. © 2018 Software AG. All rights reserved.
9 |
TARGET MARKETS AND GROWTH FOR CUMULOCITY IOT
© 2018 Software AG. All rights reserved.
Dedicated IoT & Cloud Business Line (started 1.1.2018)
• Manufacturing & Industrial
Production
• Energy & Utilities
• Telecoms
• Transportation, Logistics, Retail
• Europe
• North America
• APJ
Cumulocity IoT addresses all
segment sizes from SMB to
large MNCs and grows with IoT
requirements, from SaaS over
PaaS to multi-vendor frameworks
Geographies Key Verticals Segments
Market Growth
10 |
+ HYBRID CLOUD
EDGE ON
PREMISE
all verticals – all use cases – all networks
…
© 2018 Software AG. All rights reserved.
OVERVIEW
DEVICES
INTEGRATION & API
DATA & ANALYTICS
PROCESS & APPLICATIONS
SOLUTION ACCELERATORS TRUE
MULTI-TENANCY
SECURITY
SCALABILITY &
HIGH AVAILABILITY
Asset Performance
Management
Manufacturing
Operations Mgmt
Service
Management
Further Applications
…
CUMULOCITY IOT
11 |
KEY DIFFERENTIATORS
PROCESS & APPLICATIONS
DATA & ANALYTICS
DEVICES
INTEGRATION & API
SOLUTION ACCELERATORS
Future-proof IoT Platform
Purpose-built PaaS+ IoT platform with
carrier-grade security and scalability;
Grows with customer requirements;
Enables both Business IT and Central IT to
manage IoT projects on a single platform
Rebrandable
Can be white-labelled with multi-level, multi-
tenancy support that can be embedded into
wider IoT infrastructures (resellers/partners)
Open & Independent
Device and protocol agnostic, supports multi-
cloud and multi-vendor strategies (no lock-in)
Strong developer community
Distributed Architectures
Single software architecture allows same
APIs, data & analytics models to be used
from edge to cloud, simplifying development
Dynamic, industry-specific deployment
options (global, regional, thick & thin edge)
Market-Leading Technology
Hybrid integration, application enablement,
IoT analytics + device management
Strategic IIoT Partnerships
ADAMOS, Siemens, Bosch, Telcos
Broad partner ecosystem (VARs, SIs, etc.)
Co-innovation & co-creation
Rapid Development
Free trial via tenant on public cloud;
Pre-configured solution accelerators ensure
fast time-to-market for IoT solutions:
built-in IoT domain model, Smart Rules,
fieldbus integrations, SCADA visualizations
Methodology & Design-Time Tooling
Comprehensive implementation methodology
Model-based IoT scenario planning
OT/IT portfolio management
© 2018 Software AG. All rights reserved.
12 |
SOFTWARE AG’S IOT ECOSYSTEM
© 2018 Software AG. All rights reserved.
OVERVIEW
Consortia &
Alliances
Infrastructure &
Connectivity
System
Integrator
Hardware &
Devices Technology
& Analytics
Value-added
reseller
13 |
CUMULOCITY IOT – REFERENCE EXAMPLES
© 2018 Software AG. All rights reserved.
Leading Industrial IoT
providers rely on Cumulocity IoT
Leading Telco’s
rely on Cumulocity IoT
SE
M/
SD
M
Wh
ite
la
be
lled
Leading Smart Equipment Makers/ Operators rely on Cumulocity IoT
14 |
GET AN EDGE ON THE COMPETITION
© 2018 Software AG. All rights reserved.
DELL TECHNOLOGIES AND SOFTWARE AG JOIN FORCES
The speedway to the Industrial Internet of Things is just ahead! Cumulocity IoT Edge powered by Dell
Technologies -a joint software appliance by Software AG and Dell EMC- offers plug-and-play entry onto
the IIoT, literally the shortest time-to-market. The performance-optimized, industrial-grade appliance
comes with preinstalled software, making it fully usable out of the box.
15 |
DELL POWER EDGE MEET’S CUMULOCITY IOT EDGE
© 2018 Software AG. All rights reserved.
A JOINT SOFTWARE APPLIANCE
Gateway 3000& 5000
Device Agent
Service Provider
Edition Device Agent
R330
Cumulocity IoT Edge
• S1: 4 cores
Intel Xeon
processor E3-1200
v6 family
R740
2x Intel Xeon
up to 56 cores
Cumulocity IoT Edge
• L1: 28 cores
• L2: 56 cores
Cumulocity IoT Edge
• XS1: 4 cores
Embedded Box PC
EM 5000
Intel Core
processor
XR2
S L XS M
2x Intel Xeon
up to 44 cores
Cumulocity IoT Edge
• M1: 22 cores
• M2: 44 cores
Controller Thin Edge Thick Edge Datacenter
Supporting Infrastructure:
Software Builds
Cumulocity IoT Cloud
• 1 tenant for 3 months
• 24/7 support
16 | © 2018 Software AG. All rights reserved. © 2018 Software AG. All rights reserved.
“We have taken Software AG’s Cumulocity IoT platform and rebranded
it ‘STW machines.cloud’. Big data can be used to detect patterns
alerting problems in bus engines. This reduces the amount of data
transmitted, and enables predictive maintenance which avoids
unnecessary preventive actions and breakdowns.”
-- Dr. Michael Schmitt, CEO, STW
REMOTE MONITORING OF 5,000 LONDON BUSES TO REDUCE EMISSIONS & PREVENT BREAKDOWNS
17 | © 2018 Software AG. All rights reserved. © 2018 Software AG. All rights reserved.
• Location of goods and wagons on rail network is a real issue
• If an item is delayed or misrouted, they need to know where it is
• If refrigeration fails or product knocked in transit, they need to know
MONITORING AND TRACKING OF RAIL WAGONS TO MAINTAIN PRODUCT QUALITY AND CHECK TRACE LOCATION
18 | © 2018 Software AG. All rights reserved. © 2018 Software AG. All rights reserved.
“With Cumulocity IoT Edge, the health of each of the 5,500 wind
turbines can be monitored and analyzed locally using a variety of
different sensors for vibration, power output, temperatures and wind
conditions using a combination of low-cost edge devices and sensors.”
-- Stefan Ewald, CIO of Nordex
21GW POWER ACROSS 5,500 WIND TURBINES OPTIMIZE POWER GENERATION AND PREVENT BREAKDOWNS
19 | © 2018 Software AG. All rights reserved. © 2018 Software AG. All rights reserved.
• Inseego provides asset tracking, connectivity, telematics solutions
• Across diverse industries such as aviation and fleet management
• Any kind of movable object that needs wireless connectivity
• Customers include insurance and leasing companies
AVIATION, ASSET TRACKING, CONNECTIVITY PREVENT BREAKDOWNS & MONITOR USAGE
20 | © 2018 Software AG. All rights reserved. © 2018 Software AG. All rights reserved.
• Increase and monitor production quality across the entire process
• Spot potential problems with the machine and respond
• Ensure the production line keeps running
IoT BAKED INTO THE PRODUCTION PROCESS INDUSTRIAL BAKING MACHINES
21 | © 2018 Software AG. All rights reserved. © 2018 Software AG. All rights reserved.
“We have set a bold vision for the future… our plan contemplates
generating 4%-6% annual organic revenue… and $5 billion to $9 billion
from acquisitions…” and by increasing sales with new Digital Offerings
and engaging customers to create a better end-user experience.
-- James M Loree, President & CEO, SB&D
STRATEGIC GOAL: TO DOUBLE IN SIZE GROW TO $22 BILLION BY 2022
22 | © 2018 Software AG. All rights reserved. © 2018 Software AG. All rights reserved.
• Subsidiary of NTT Corp, largest telco provider in Japan
• More than 30 subsidiaries with 140 hubs across US, Europe and Asia
• Uses fully rebranded on-premises solution built on Cumulocity IoT
• Uses its SDx+M network to ease the digital transformation of global
enterprises
FULLY REBRANDED IoT PLATFORM BUILT ON CUMULOCITY IoT
23 |
OUR ROLE IN THE MINDSPHERE ARCHITECTURE
© 2018 Software AG. All rights reserved.
EXTENDS WAYS TO SEND DATA INTO MINDSPHERE
MindConnect API
MindConnect Integration
• Simplified integration of application data into
MindSphere
• Combine machine data with data out of our
applications, on premise or in the cloud
MindConnect IoT Extensions
• Extends range of IoT devices
• Combines device identity, asset and software
management
• Use other customizable software agents on
custom devices
More than 50 tenants in production
24 |
REBRANDING FOR SIEMENS MINDSPHERE
© 2018 Software AG. All rights reserved.
MindSphere MindConnect Integration MindSphere MindConnect IoT Extension
25 |
ADAMOS.COM © 2018 Software AG. All rights reserved.
MESSENGER
MESSENGER
LOXEO LIFECYCLE ASSISTANT
29 | © 2018 Software AG. All rights reserved
CONNECTED PAINT SYSTEMS ANOMALY DETECTION & PREDICTIVE MAINTENANCE
30 |
Signal selection
SOLUTIONS See & Understand - VisualAnalytics
© 2018 Software AG. All rights reserved.
Front-end to analyze time series
and events
Intelligent comparison of
workpiece data (production view)
Compare data from different robots
(maintenance view)
3D View of recorded robot painting
process
Workpiece selection
View time series and events
Synchronisation robot position Time series
31 |
SOLUTIONS VisualAnalytics – 3D View, TCP Path
© 2018 Software AG. All rights reserved.
Playback of production history
5,30 Hilfslinie
7,33 Hilfslinie
5,30 Hilfslinie
7,33 Hilfslinie
7,30 Hilfslinie
7,30 Hilfslinie
15,70
Hilfslinie
15,70
Hilfslinie
15,70
Hilfslinie
15,70
Hilfslinie
Streaming Analytics
Understand & Prediction – Streaming Analytics
Toolkit to build algorithms in Model Editor
Model Management for configuration
Near real-time processing of sensor data and
events to recognize patterns, relationships
and errors
Configurable reaction types (e.g. Stop
Station)
Simulation of algorithms before deployment
Edge Plattform
Model Management
Model Runtime
Model Editor
Data Trigger reaction in
production process
SOLUTIONS
Quelle: https://www.acatech.de/de/publikationen Industrie 4.0 Maturity Index – Die digitale Transformation von Unternehmen gestalten
5,30 Hilfslinie
7,33 Hilfslinie
5,30 Hilfslinie
7,33 Hilfslinie
7,30 Hilfslinie
7,30 Hilfslinie
15,70
Hilfslinie
15,70
Hilfslinie
15,70
Hilfslinie
15,70
Hilfslinie
Understand & Prediction – Streaming Analytics Example
Peak Counter Torque Axis 1
Stop conveyor if a threshold is breached for the second time
Streaming Analytics
Counter Threshol
d
Threshol
d
Gate
PaintingFinish
Event
PaintingStar
t
Event
Drive1.Torqu
e
Torque > Threshold
Alarm
Operation Count > 1
Time
Torque
Threshold
1 2
Body
Start
Body
End Alarm
Task Solution with Streaming Analytics
SOLUTIONS
34 | © 2018 Software AG. All rights reserved.
Jumpstarting the
digital journey
35 |
SOFTWARE AG CLOUD
• open and independent cloud
platform
• one-stop shop for all things
Software AG cloud services
• new, secure and reliable PaaS
portal with access to expanding
set of integrated cloud services
• fully integrated market-leading
cloud capabilities
• freedom to connect, scale and
grow the digital business
© 2018 Software AG. All rights reserved.
ALL CLOUD IN ONE PLACE
36 |
SOFTWARE AG CLOUD
© 2018 Software AG. All rights reserved.
Launch @
AWS re:invent
November 26-30
37 |
SOFTWARE AG & AMAZON WEB SERVICES
Part of the new AWS Docker container
marketplace launch with 10 products:
– webMethods API Portal
– webMethods API Gateway
– webMethods Command Central
– Microservice Runtime
– Zementis AI
– ARIS Connect
– ARIS GRC
– Apama Data Streaming
– A&N database and application
development
© 2018 Software AG. All rights reserved.
EXTENDED PARTNERSHIP
43 |
INVESTOR RELATIONS
© 2018 Software AG. All rights reserved.
Uhlandstrasse 12
64297 Darmstadt
Germany
phone: +49 (0) 6151 / 92 1900
fax: +49 (0) 6151 / 9234 1900
softwareag.com
e-mail: investor.relations@softwareag.com
44 | © 2018 Software AG. All rights reserved.
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