PTC Industrial Vertical Market Overview 2024 (English).PPTX

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1. PTC in Industrial Dr. Florian Harzenetter Global Advisor Industrials

2. PTC in Industrial Recap : Industrial Market Potential to you Industrial Customer Segmentation Customer challenges & needs PTC Solution Fit References cases

3. PTC – a Global Industrial Software leader 6.5K Employees 92% Software 98% Recurring 35 Year Heritage of Innovation ~$16B Market Cap $1.46B FY20 Revenue 16% growth Pioneering SaaS Leader Verticals Product Sales Global SaaS Leading Employer P ower T o C reate 42 % Americas 39 % Europe 19 % Asia Pacific Fast Facts ALM & SLM ~10% IOT & AR ~30% CAD & PLM ~60% INDUSTRIAL 33% ELECTRONICS & HIGH TECH 16% AUTOMOTIVE 14% RETAIL & CONSUMER 8% OTHER 8% FEDERAL, AEROSPACE & DEFENSE 15% LIFE SCIENCES 6% RECAP

4. Industrial Components Components used to build machines, e.g. Electrical : Motors, linear drives, actuators Pneumatic/Hydraulic : Cylinders and valves, brakes Mechanic: Gears, hinges, levers, connectors, guides, fittings Large parts catalogues, Product families, design-in, mass-CTO for machine builders. Machinery & Tooling Machines & Plants enabling production of goods or energy, e.g.: Serial Machines : Support specific production technologies e.g., cutting, drilling, milling, welding. Special Machines : Production lines for entire production processes e.g., paper, glass, panel Sales and service to factories, CTO, CTO+E or ETO Heavy Equipment Machines for material handling Construction : Excavators, cranes, Earth moving equipment Mining Drilling and Moving Harbors : Containers & other goods Agricultural : Tractors, farming equipment B2B business model, supplying to manufacturing & logistic companies or to Rental suppliers Industrial Customer Groupings Product Portfolio Business Model

5. PTC’s Digital Transformation Solution Suite On-Prem / Hybrid / SaaS Our solutions Deployment options:

6. Market Pressures for Machine Builder Globalization Best price competition Disruption in customer segment (e.g. Automotive  E-Mobility) Digitalization Demographic change Skills gap Covid-19 Sustainability Innovation pressure .... Highly cyclical business Small margins in machine sales Low service revenues New business models not yet established Heterogeneous, often old IT - landscape (silo optimized) Missing transparency and weak information flow Cyber security risks … Business Model Transformation towards Digital Offerings & Services External influences Internal influences

7. Digital Transformation Drives Business initiatives Changes in multiple areas New Offerings (connected, IoT, AI, MES, Apps, …) Business Model Transformation towards Digital Offerings & Services Disruptive business Models e.g., market-places, MaaS (Machine as a Service), outcome-based payments Operative efficiency and cost savings in running business to fuel investments to digital offerings New corporate cultures, e.g., agility as a new mindset, focus on customer success instead on sold units New concepts in IT to cope with new requirements Enable Digital Twin & Digital Thread for a holistic customer and product view Modernization and de-customizations Harvest standards and good practices, esp. from Automotive Cloud & SaaS to address IT workload and scalability

8. PTC’s Digital Transformation Solution Suite Customer Service Spare parts Service information Work instructions Documentation … Production, Supply Chain, Assembly Production Orders, BOMs Drawings, Work instructions Quality … PLM - product development and order engineering Requirements Management Architecture und functions MCAD, ECAD, SW Integrations eBOM, mBOM, sBOM Change and release ERP Integration … AS-DESIGNED Customer operations Customer Apps and Digital Services Operation support and remote assistance Process integrations … EXAMPLES Sales & Marketing Sales documents Configurations & compatibility Customer add-ons Proposals and visualizations … AS-ORDERED AS-MAINTAINED AS-BUILT

9. Ecosystem 3D CAD Requirements System Architecture Design Detailed Design Integration & Verification System Validation Production & Service DIGITAL PHYSICAL Requirements R R R R R R R R R Functions Logical Structure F F Software Structure SCM Validation T T T V V S V T T T V V Tests Simulation Results Product Structure eBOM mBOM sBOM Ecosystem Options & Choices Enabling engineering transformation LINK – CONTEXTUALIZE – ORCHESTRATE Native UIs Role-based Apps Augmented Reality PRODUCT | PEOPLE | PROCESS

10. Industrial Components Machinery & Tooling Heavy Equipment PTC is a trusted partner in the industry

11. Contact me in case you need support Florian Harzenetter Global Advisor Industrials Vertical Market focus on EHT and Industrial customers [email protected] [phone]