Sybase: Information Anywhere, Anytime

21 Pages·2007·0.94 MB·English

by  Lori Randel

Sybase: Information Anywhere, Anytime
Terry Stepien
President, Sybase iAnywhere
UBS Global Technology & Services Conference
New York City
November 14, 2007
Forward-Looking Statements
Certain statements in this presentation concerning Sybase, Inc. and its prospects and future growth are forward-
looking and involve a number of uncertainties and risks. Factors that could cause actual events or results to differ
materially from those suggested by these forward-looking statements include, but are not limited to, the
performance of the global economy and growth in software industry sales; market acceptance of the company’s
products and services; customer and industry analyst perception of the company and its technology vision and
future prospects; the success of certain business combinations engaged in by the company or by competitors;
political unrest or acts of war; possible disruptive effects of organizational or personnel changes; and other factors
described in Sybase, Inc.’s reports filed with the U.S. Securities and Exchange Commission, including its annual
report on Form 10-K for the year ended December 31, 2006 and Form 10-Q for quarters ended March 31, 2007
and June 30, 2007.
Sybase, the Sybase logo, AvantGo®, Adaptive Server® Enterprise (ASE), Adaptive Server® Anywhere,
iAnywhere®, iAnywhere Solutions™, Mirror Activator™, Avaki® EII, PowerDesigner®, Replication Server®,
Afaria®, SQL Anywhere, OneBridge®, RFID Anywhere™, Information Anywhere®, and Answers Anywhere™ are
trademarks or service marks of Sybase, Inc. or its subsidiaries. “®” indicates trademark registration in the U.S. All
other company and product names mentioned may be trademarks of the respective companies with which they
are associated.
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Sybase Today
Sybase is the largest enterprise software company
exclusively focused on
managing and mobilizing information
from the data center to any type of device,
while providing the last-mile connection to the customer
in a wired or unwired fashion.
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Why Sybase?
Has Vision
(cid:131) Differentiated technology for managing and delivering
information anywhere anytime, to any type of device
(cid:131) Market-leading positions in mobility and analytics
Can Execute
(cid:131) Seasoned management team
(cid:131) R&D investments in technology innovation
(cid:131) Strong cash flow from operations
(cid:131) Financial strength to fund growth
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Our Long-Term Strategy
Objective: Build a market-leading franchise in the Unwired
Enterprise characterized by steady revenue growth, margin
expansion and continued strong earnings growth and free cash
generation through:
(cid:131) Continued investment in mobility and data management technologies to drive
synergies across core businesses and to accelerate organic growth
(cid:131) Strategic M&A to extend our best-of-breed technology platform
(cid:131) Continued emphasis on disciplined financial controls and expense
management
(cid:131) Ongoing share repurchases, which total nearly $700 million from the
beginning of 1998 through Q307
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Information Anywhere, Anytime
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Catalysts for Growth
Business Segment Catalysts Products
Infrastructure (cid:131) Massive growth in structured and (cid:131) IQ 12.7
Platform Group (IPG) unstructured data (cid:131) Data Integration Suite
(cid:131) Compliance and regulatory (cid:131) ASE 15.0 Shared Disk Clustering Option (2008)
requirements
(cid:131) Analytics/business intelligence
Sybase iAnywhere (cid:131) Expansion of mobile work force (cid:131) Information Anywhere Suite
(cid:131) Increasing sophistication of (cid:131) SQL Anywhere 10
mobile devices
(cid:131) Cheaper bandwidth
Sybase 365 (cid:131) Mobile commerce (cid:131) MMS Content Delivery Gateway – MMS 365
(cid:131) Mobile campaigns
(cid:131) Delivery of rich content to mobile
devices
Synergy Opportunities (cid:131) Mobile banking (cid:131) mBanking 365
(cid:131) Mobile commerce (cid:131) Leveraging Sybase technology, including
Sybase IQ, mFolio, AvantGo
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Leadership In Core Markets
Unwired Enterprise
Transactional Mobile and
Mobile
Data Analytics Embedded
Messaging
Management Computing
(cid:132) Powers over 50% (cid:132) Sybase IQ (cid:132) #1 in mobile device (cid:132) Originates 60% of
of Wall Street positioned as a management (Afaria) inter-operator SMS
trades “challenger” in domestic traffic
(cid:132) #1 small footprint
2006 DW Magic
(cid:132) 20,000 enterprise DB (SQL Anywhere) (cid:132) Originates 50% of
Quadrant
customers inter-operator MMS
(cid:132) First complete
worldwide (cid:132) Sybase Data domestic traffic
industry platform
Integration Suite
(cid:132) ASE 15.0 (Information (cid:132) Global leader in
Anywhere Suite) messaging, with
connections to
700+ MOs
worldwide
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Update on Sybase 365 Messaging
Services
(cid:131) Global leader in mobile messaging and content delivery
(cid:131) 59.8 billion messages delivered across Sybase 365 network YTD
(cid:131) Key new customers: China Mobile, NTT Docomo, Virgin Mobile
(cid:131) International peering agreement with Belgacom expands the two-way
reach of the Sybase 365 network
(cid:131) Synergistic opportunities with mobile operators:
(cid:131) mFolio for mobile content delivery
(cid:131) White-label AvantGo for mobile advertising and content
management (soon-to-be released)
(cid:131) $97.7 million in revenue YTD and non-GAAP operating margin of 8%
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Network- and Device-Agnostic
Mobile Services
device
NEW ECONOMY
MOBILE OPERATOR
CUSTOMERS
CUSTOMERS
WiMax
IMS
M
o
b
i
l
CDMA e
Wi-Fi
I
M
device SMS Video Messaging device
M GLOBAL 2000
Mesh
M
GSM S CUSTOMERS
Corporate
device
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