Avnet Technology Solutions About the Global Organization Q4 FY08
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Transcript of Avnet Technology Solutions About the Global Organization Q4 FY08
Avnet Technology Solutions
About the Global Organization
Q4 FY08
2
TSAvnet Technology SolutionsAvnet Technology Solutions
About the Global OrganizationAbout the Global Organization
TS Global: Mission
To lead our industry To lead our industry
in growth, innovation, value and effectivenessin growth, innovation, value and effectiveness
in such a way that it ensuresin such a way that it ensures
we are an we are an indispensableindispensable element element
of our suppliers’, customers’ and employees’ of our suppliers’, customers’ and employees’
success and future dreams.success and future dreams.
TS Global: Mission
G I V EG I V EGROWTH INNOVATION VALUE EFFECTIVENESS
TS Global: What We Do
Avnet Technology Solutions markets and sells enterprise and embedded technology products from the world’s premier computer manufacturers and software suppliers, as well as the services and solutions required to implement them efficiently and effectively.
Our relationships with diverse technology suppliers, including well-established leaders and emerging market innovators, coupled with our rich services portfolio, help our partners reach new markets and new customers.
With the support of more than 2,700 TS professionals around the globe, our partners become part of a worldwide network that enables them to profit from high-growth opportunities faster and with less investment, wherever they choose to do business.
TS Global: Locations
AMERICASCanada
Mexico
United States
EMEAAustria
Belgium
Czech Republic
Denmark
France
Germany
Hungary
Ireland
Italy
Netherlands
Poland
Portugal
Romania
Slovakia
Spain
Sweden
Switzerland
United Arab Emirates
United Kingdom
ASIA PACIFICAustralia
China
Hong Kong
India
Indonesia
Malaysia
Nepal
Singapore
Sri Lanka
Taiwan
Thailand
Vietnam
Software17%
Services13%
Other 23%
Midrange Servers22%
Storage Systems19%
Industry Standard Servers
6%
TS Global: World-Class Suppliers
TS Global Commodity Mix (Q408) TS Global Supplier Revenue Mix (Q408)
IBM31%
AMD4%
NetApp6%
Other29%
HP12%
Sun18%
Top 5 Suppliers =
71% of Revenue
TS Global Snapshot
> 2,700 employees around the world (not including support and logistics functions)
#1 or #2 market share with the majority of our top suppliers Largest global value-added technology solutions distributor
Locations in more than 30 countries in the Americas, EMEA and Asia Pacific
EMEA30%
Asia7%
Amer63%
TS Global Revenue by Region (Q408)
$4.06$4.35
$4.81 $4.99
$6.00
$7.63
$4
$5
$6
$7
$8
FY03 FY04 FY05 FY06 FY07 FY08
TS Global Revenue
TS Global: The Opportunity
Avnet Technology Solutions Global
Technology Solutions Distribution
$7.63 billion revenue(FY08)
DTAM = $145 billion worldwide (Distribution Total Available Market)
TAM = $855 billion worldwide(Total Available Market)
An expected 6.5% increase over 2007
TS5%
TS DTAM95%
Go where the money is while making a difference in the lives of those we serve Enable customers to specialize and differentiate within key vertical markets Focus resources and investments on high growth / high spend technology solutions and
emerging markets Enable customers to increase their influence and customer base (thus market share)
through the addition of technology solution practices Grow profit faster than revenue, grow both faster than the market
S O L U T I O N SHARDWARE SOFTWARE
SERVICES FINANCING
TS Global: Strategic Imperatives
TS Global: Solutions Practices & Vertical Markets
Build Avnet and trading partner industry expertise
Link channel trading partners (ISVs, SIs, OEMs, VARs) to provide solutions for vertical market customers
S O L U T I O N SHARDWARE SOFTWARE
SERVICES FINANCING
Hea
lth
care
Go
vern
men
t
Ed
uca
tio
n
High Growth ►Vertical Markets
Gain Share ► Existing Customers
HP
IBM
Su
n
OE
M S
olu
tio
ns
Sto
rag
e +
So
ftw
areSecurity / Security /
NetworkingNetworking
Unified Unified Communications Communications
Virtualization / Virtualization / ConsolidationConsolidation
StorageStorage
MobilityMobility
Document & Document & Content Mgmt.Content Mgmt.
High Growth ► Solutions Practices
New supplier acquisitionAssemble / integrate and wrap services around best-
of-breed solutionsAccelerate time to market; minimize expense and risk
Strategic Imperative: Global Profitable Growth Leverage scale/scope to expand product and service line card across geographies Expand global footprint by creating global supplier relationships/contracts Acquisitions (Jan. 2007 – Present)
Geographic expansion Industry consolidation New capabilities
$2B Sun VAD 90% Americas, 10% Europe
Acal IT Solutions$200M SAN, networking, electronic document mgt products and services
UK, Netherlands, Belgium, Germany, France, Sweden
Azure$90M IBM
systems/solutions disti
Singapore, Malaysia
ChannelWorx$30M networking,
security
Australia
Magirus
$500M VAD of IBM, HP enterprise computing products
7 European countries, Dubai
Ontrack$13M professional services company
India
Horizon$450M enterprise server, storage,
networking and security VAD UK & Ireland
Access
TS Global: Priorities by Region
Americas Cross-sell existing products and services to existing market segments Sell new solutions to existing markets Sell existing and new products and services to vertical segment customers
(healthcare, government, education)
EMEA Aggressively leverage supplier relationships into new countries Add critical mass and new solutions capabilities through acquisition Leverage new organizational structure and business model
Asia Pacific Expand current linecard for existing customers Grow share through strategic acquisitions Capitalize on global opportunities for integration capabilities in Tianjin
TS Global: Leadership Team
Updated 01-04-08
Patricia HarperExecutive Assistant
KP TangAsia Pacific
Harry EdwardsVendor
Integrated Solutions
Michelle TaylorCommunications
Marketing
Dick BorsboomEMEA
Jeff BawolAmericas
Usha ShahOPX
Ger PurcellIT
Rusty MurdaughFinance
Linda BiddleTalent Development
Kristi BonfiglioLegal
John PagetTS Global
Our Partners
The TS Global Team
The TS Global Leadership Team
Cheryl NaumannHuman Resources
Darren AdamsBusiness
Transformation
15
AVNETAvnet, Inc.Avnet, Inc.
Avnet, Inc.: Vision
Avnet will deliver the highest value
to our customers, suppliers, employees and shareholders
as the premier technology marketing,
distribution and services company, globally.
Avnet, Inc.: Vital Link in Global Technology Supply Chain
IT Original Equipment
Manufacturers
Non-IT Original Equipment
Manufacturers
IT Original Equipment
Manufacturers
Non-IT Original Equipment
Manufacturers
End UsersEnd Users
EMS / ODMEMS / ODM Resellers and
System Builders
Resellers andSystem Builders
Semiconductors
InterconnectPassive &Electro-
mechanical Devices
Subsystems
Semiconductors
InterconnectPassive &Electro-
mechanical Devices
Subsystems
Avnet effectively manages the complexity of the technology supply chain in a cost-efficient manner, delivering value to suppliers and customers
Software & Services Vendors
Software & Services Vendors
EM TS
Avnet, Inc.: Snapshot
Established 1921 in New York City Incorporated 1955 NYSE: AVT 1960 June 30 fiscal year end
FY08 revenue $17.95B Fortune 500 rank: #163 Forbes Global 2000 rank #949
~ $4.3B market cap ~ 12,300 employees ~ 300 locations in > 70 countries 2 operating groups
Electronic components• Avnet Electronics Marketing (EM)
Computer products• Avnet Technology Solutions (TS)
TS42%
EM58%
EMEA34%
Asia19%
Amer47%
Q4 FY08
Avnet, Inc.: Revenue History
$9.05
$10.20$11.10
$14.25
$15.68
$17.95
$8
$10
$12
$14
$16
$18
$20
FY03 FY04 FY05 FY06 FY07 FY08
BILLIONS
Avnet, Inc.: Earnings Per Share Excluding restructuring and other charges
$0.59
$0.67
$0.89$0.85
$0.55
$0.73$0.69
$0.81$0.76
$0.50
$0.60
$0.70
$0.80
$0.90
$1.00
Q406 Q107 Q207 Q307 Q407 Q108 Q208 Q308 Q408
FY07 = $2.76 FY08 = $3.18
Avnet, Inc.: Leadership Team
Roy ValleeChairman & Chief Executive Officer
Roy ValleeChairman & Chief Executive Officer
Avnet, Inc. Board of DirectorsAvnet, Inc. Board of Directors
Executive Board
John PagetTechnology Solutions
Steve PhillipsInformation Services
Ed KaminsOperational Excellence
Jim SmithLogistics
Harley FeldbergElectronics Marketing
Rick HamadaChief Operating Officer
Ray SadowskiFinance
Steve ChurchHuman Resources Devt
David BirkLegal
Global Executive Council
Avnet, Inc.: Strategic Framework
1. Integrity 2. Customer Service 3. Accountability 4. Teamwork 5. Innovation
Performance and Values Based Culture of Excellence
Deliver industry-leading value to our customers and suppliers
Profitable Growth
Attract, develop and engage the best employees while building a performance and
values based culture
People Development
Premier Technology, Marketing, Distribution and Services Company, Globally
Deliver enhanced value through
process excellence
Operational Excellence
Deliver Industry-Leading Economic Profit