Trimble Inc. · NASDAQ:TRMB
Trimble — Investor Presentation (March 2025)
18 slides from Trimble's investor presentation, March 2025
Slide 1: Trimble Inc. Investor Presentation March 2025
Trimble Inc. Investor Presentation March 2025 © 2024 Trimble, Inc - All Rights Reserved - Confidential and Proprietary Information
Slide 2: Forward-looking statements
Forward-looking statements Certain statements made in this presentation and any subsequent Q&A period are forward-looking statements, within the meaning of Section 21E of the Securities Exchange Act of 1934, as amended, and are made pursuant to the safe harbor provisions of the Securities Litigation
Slide 3: Trimble - Model Transformation
Trimble - Model Transformation Key Statistics Simplification & Focus 2024 2019 As-Adjusted(1) ✓ Product & GTM transformation, including ARR $1.2B $2.06B business model transformation ✓ Invested in enabling systems and Revenue $3.3B $3.2B processes to drive digital transformation Recurring revenue % o
Slide 4: Investment Highlights
Investment We have We are purpose driven 1 Highlights 5 a compelling business model We serve We have attractive markets 2 4 the right team 3 We have a differentiated strategy 4
Slide 5: Investment highlights: purpose driven, attractive markets, differentiated strategy
1 We are purpose driven ● Enabling our customers to do their life’s work, better ● Delivering compelling customer outcomes: better, faster, safer, cheaper, greener 2 We serve attractive markets Investment ● Serving $72B addressable global market highlights - underserved and underpenetrated ● Focusin
Slide 6: Investment highlights: right team, resilient business model
4 We have the right team ● Building and nurturing a world class culture ● Executing our Connect & Scale strategy with disciplined capital allocation Investment highlights 5 We have a resilient and compelling business model ● Growth potential in the form of market growth + penetration + cross-sell +
Slide 7: We serve industries that improve how we live, eat and move
We serve industries that improve how we live, eat and move for a better quality of life and a better world Agriculture Construction Geospatial Transportation (via the AGCO JV) Building tomorrow’s Building a digital model of Delivering the goods Enabling a safe and infrastructure the earth of commerc
Slide 8: Technology company, by design
Technology company, by design >1,000 15–17% of sales domain experts spent on R&D >1,000 >65% of R&D unique patents in software >4,600 employees >$660M in R&D of 2024 R&D spend Investing in analytics, cloud, autonomy
Slide 9: Trimble is transforming the way the world works
Trimble is transforming the way the world works 9
Slide 10: We leverage our technology stack across Trimble
We leverage our technology stack across Trimble, Physical Digital which enables us to competitively differentiate at the intersection of the physical and digital worlds Geometry: Customer outcomes: Positioning and Analytics and Optimization Sensing 1978 - present 2020 - present Attributes: Planning a
Slide 11: Trimble Construction is uniquely positioned to connect physical and digital worlds
Physical Trimble Construction is uniquely positioned Digital to connect between the digital and physical worlds Positioning, Construction Sensing & Control, Management, Business Field Data Analytics and Optimization Sensing, measuring & Enterprise resource planning, dynamically controlling in a sche
Slide 12: Trimble Transportation is uniquely positioned to connect physical and digital worlds
Physical Trimble Transportation is uniquely positioned Digital to connect between the digital and physical worlds Equipment location & status updates, driver Order to Cash, Business workflows, and compliance Analytics and Optimization Near real time positioning, Enterprise resource planning, fault co
Slide 13: Connect & Scale is our customer-driven strategy
Connect & Scale is our customer-driven strategy to unlock the growth potential of Trimble Connect: Scale: ● Lifecycles ● Systems ● Workflows ● Processes ● Solutions ● Structure ● Data ● Culture 13
Slide 14: Connect & Scale transforms how we do business and deliver customer value
Connect & Scale transforms how we do business and deliver breakthrough customer value Past Present Future Point solution Solution Bundles Ecosystem Product strategy Trimble HW or SW Trimble HW and SW XaaS Trimble & Partners Systems Customer value Task optimization optimization delivery “Book & burn”
Slide 15: The breadth and depth of Trimble's reach into served markets
The breadth and depth of Trimble’s reach into served markets provides the basis for a unique strategy to transform the way the world works ● >$1 trillion of capital funding managed with our technology ● >$500 billion of construction project value managed through our ERP Construction ● Majority of EN
Slide 16: Our go to market strategy is evolving to provide a unified customer experience
Our go to market strategy is evolving to provide customers a unified customer experience while optimizing global reach Point products -> Subscription bundles Unified Platform Customer Experience Division Division Division Division 1 2 3 4 Industry offers/services Ecosystem, partner value-add (develop,
Slide 17: We deliver industry transformation better, faster, safer, cheaper, and greener
We deliver industry transformation better, faster, safer, cheaper, and greener 80/30 40/1 90/5 40/15 (1) (2) (3) (4) MMtCO2e/% efficiency MMtCO2e/% efficiency MMtCO2e/% efficiency MMtCO2e/% efficiency gains per year gains per year gains per year gains per year Fewer passes on Improved capacity Most efficient
Slide 18: We have set ambitious carbon reduction goals in line with the Paris Agreement
We have set ambitious carbon reduction goals for ourselves in line with the Paris Agreement and a net-zero future by 2050 SCIENCE BASED TARGETS: Transforming the Way We Work SCIENCEBASEDTARGETS.ORG Trimble solutions continue to support our customers 2030 + BEYOND to achieve their own climate goals 2