2011 africa cdma summit€¦ · page 5 global leader in wireless solutions for m2m and mobile...

PageJanuary 21, 2010Sierra Wireless Proprietary and Confidential 1

2011 Africa CDMA Summit26TH May 2011Dominique Friedl, Manager Sub Sahara M2M Embedded Solutions

Safe Harbor StatementCertain statements and information in this presentation are not based on historical facts and constitute forward-looking statements within the meaning applicable securities laws (“forward-looking statements”) including statements and information relating to our financial guidance summary for Q1, 2011 and fiscal year 2011, our guidance drivers for 2011 and our outlook for 2011. Forward-looking statements are provided to help you understand our views of our short and longer term prospects. We caution you that forward-looking statements may not be appropriate for other purposes. We will not update or revise our forward-looking statements unless we are required to do so by securities laws.

Forward-looking statements:

● typically include words about the future, such as: “look forward to”, “outlook”, “may”, “intend”, “believe”, “plan”, “anticipate”, “expect”, “goals”, “targets”, “forecasts”, “well positioned for”, “trending” and “will continue to”.

● are not promises or guarantees of future performance. They represent our current views and may change significantly;

● are based on a number of material assumptions, including those listed below, which could prove to be significantly incorrect:▲ our ability to develop, manufacture and sell new products and services that meet the needs of our customers and gain commercial acceptance.▲ our ability to continue to sell our products and services in the expected quantities at the expected prices and expected times.▲ expected cost of goods sold.▲ expected component supply constraints.▲ our ability to “win” new business.▲ that wireless network operators will deploy next generation networks when expected.▲ our operations are not adversely disrupted by component shortages or other development, operating or regulatory risks;

● are subject to substantial known and unknown material risks and uncertainties. As a result, our actual results, achievements and developments in our business may differ significantly from our current expectations. These risk factors and others are discussed in our Annual Information Form and Management’s Discussion and Analysis of Financial Condition and Results of Operations, which may be found on SEDAR at www.sedar.com and on EDGAR at www.sec.gov and in our other regulatory filings with the Securities and Exchange Commission in the United States and the Provincial Securities Commissions in Canada. Certain of these material risks are listed below:

▲ actual sales volumes or prices for our products and services are lower than we expect for any reason including, without limitation, the continuing uncertain economic conditions, price and product competition, different product mix, the loss of any of our significant customers, competition from new or established wireless communication companies.

▲ the development and timing of the introduction of our new products is later than we expect or is indefinitely delayed.▲ transition periods associated with the migration to new technologies are longer than we expect.

USE OF NON-GAAP FINANCIAL MEASURESThis presentation contains references to certain non-GAAP financial measures and should be viewed in conjunction with our press release and supplementary information on our website (www.sierrawireless.com), which present a complete reconciliation of GAAP and Non-GAAP results.

© Sierra Wireless 2011

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Corporate Profile

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Proven innovator in new wireless technologies, embedded systems

and end to end solutions

A leading provider of Mobile Computing and Machine-to-Machine

cellular wireless solutions

Strong global presence. HQ in Vancouver, CanadaR&D on three continents

NASDAQTSX

2010 Revenue$650 million

Broad range of high performance hardware & software solutions

Founded in 1993 Experienced leadership

Approximately 900 employees worldwide


Targeting Two Large, Growing Markets

Mobile ComputingMobile Computing

Automotive & Transportation

>1 billion motor vehicles

Energy>3 billion utility

meters

Year 2020“Everything Connected”

Healthcare>1 billion people with

chronic welfare diseases

Mobile Consumer5+ connected devices

per person

Mobile Broadband750M+ notebooks, netbooks,

tablets shipped per year

Connected Homes>1 billion middle-class

households

Machine-to-MachineMachine-to-Machine

7.7

9.6

12.4

15.5

18.0

Global Market Size($USD billion)

Source: ABI Research

‘10-13 CAGR 23%


Global Leader in Wireless Solutions for M2M and Mobile Computing

Machine-to-Machine Mobile Computing

Leverage

• #1 global market share• Leading product portfolio• Highly differentiated• Global support• Solutions across the

value chain

• Air interface leadership• Strong product portfolio:

USB, mobile hotspots• Key channel positions with

operator and OEM partners• Highest quality, lowest TCO

Manufacturing and supply chain


Core wireless technology

LTEHSPA+

WiMAXEVDO

Global footprint

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Broad Product Offering Targeting Key Verticals

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Sierra Wireless Products and Solutions

Security Networking Sales & Payment Field Services & Logistics

Healthcare

Mobile Computing Automotive Transportation Energy Industrial & Infrastructure

Mobile Consumer


Mobile Broadband Devices

Intelligent Embedded Modules

Intelligent Gateways & Routers

Services Platform & Solutions

Superior Global Footprint

Sierra Wireless operates worldwide serving global network operators, OEMs, enterprises

• R&D• Sales• Technical Support & Services• Manufacturing

Vancouver, Canada Corporate Headquarters

Silicon Valley

San Diego

Melbourne

Tokyo

LondonMunich

= R&D, Marketing, Sales, Operations

= Manufacturing

= Additional Major Offices

Beijing

Hong Kong and Shenzhen

FlextronicsSuzhou

Toulouse

Paris

Johannesburg


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Sierra Wireless is the company that operators, OEMs and enterprises around the world count on for wireless solutions

• Innovative Mobile Computing and M2M applications

• Broadest product portfolio – mobile broadband devices, embedded modules, M2M gateways and routers, M2M cloud services platform

• Global reach – R&D and technical services in North America, Europe and Asia, sales and distribution in more than 100 countries

• Fastest time to market and lowest total cost of ownership

• Financial strength and stability

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Summary

Global leader in wireless solutionsfor M2M and Mobile Computing


Machine-to-Machine


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M2M allows key information to be exchanged without human intervention, making it possible to reduce costs and improve efficiency

and service to customers.Innovative Mobile Computing and M2M applications.

Network Operators:• Get M2M services to market faster and reduce your support costs

• Enhance your network infrastructure

• Reduce your support cost

• Control device behaviour in your network

• Provide unmatched quality of services to your M2M customers through one unique web self-care platform: our white labelled dedicated AirVantage Services Platform

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What is Machine 2 Machine ?


The Machine-to-Machine (M2M) Opportunity

60 Billion Machines:•ABI Claims M2M to be worth $12 Billion 2012

M2M Module to grow:•2006: 30 million•2012: 310 million

MNO Revenue to grow:•2006: $755 million•2011: $4.2 billion

VAS Revenue to grow:•2006: $21 billion•2012: $189 billion

The Handset Revolution The M2M Revolution


Mobile Network - Operational IndicatorsPrepaid:• Churn > 40%• ARPU Flat / DeclineContract:• Churn > 8%• ARPU Decline > 5%

Source: Vodacom Group Results 31 March 2010


The Machine-to-Machine (M2M) Opportunity

Global Market Size for Connected Devices(number of units shipped annually)

Source: ABI Research (Mobile Broadband-Enabled Consumer Electronics & M2M Market Forecast)

35%CAGR

Sierra Wireless holds #1 market shareExceptionally strong position in key verticals

Sierra Wireless holds #1 market shareExceptionally strong position in key verticals

Operators are investing aggressively in Machine-to-Machine (M2M)•Vodafone•AT&T•Sprint•Verizon•T-Mobile•Telenor•Bouygues Telecom

OEMs, system integrators and application developers are building new connected devices and solutions

Wireless adoption happening across many segments: consumer, automotive, networking, smart energy, payment


Machine-to-MachineSegment Overview


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Internet / Smart TV EMEACategory: Consumer

Technical Features:• HSPA, HSPA+ 21Mbps, HSPA+ DC

42Mbps and LTE• Recording with a single click (PVR)• Control Live TV (Time Shifting)• Programming Guide (EPG)• Access the best news media.• See the programs that you missed

due to TV on demand• Put children's videos, documentaries,

football summaries ...

Internet Box DVB-T TV enjoy high-definition (HD) and you can watch channels Payment TDT. Get TV on demand, information and videos on the Internet.

15© Sierra Wireless 2011

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SVR / Fleet Management EMEACategory: Transportation

Technical Features:• “Always-on”• On board movement sensor to detect

Wireless cut immobiliser “Ghost”.• Volumetric movement sensor input.• Auto health check message.• All SMS’s acknowledged.• Vehicle battery level monitoring.• On board rechargeable Lithium Ion

Battery.

Compact GSM / GPS based vehicle tracking system with enhanced security features such as configurable alarm inputs, wireless immobiliser, anti-hijack and driver’s ID etc.


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Smart Metering EMEACategory: Metering

Technical Features:• Built on the Abacus metering

platform, • Multi-functional meter• Extensive tamper detection• Multi-tariff, neutral current

measurement• Communication expansion port

for RS-485, PLC or Low-Power RF modules.

• Rated IP56

Smart and advanced Single Phase Electronic Revenue Meter. May include Water and Gas.


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Security Alarm EMEACategory: Others

Technical Features:• Alarm information via SMS, voice

or to a ARC• Control by a RFID reader, voice

and remote control• 10 wireless detectors (motion,

door / window opening, smoke)• 10 registered users for alarm

notifications and control• Additional detectors - customized

extension

Enable easy wireless installation and operation. Arming and disarming of the system is possible with just a tag.


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Networking EMEA

The EasyRoute is a wireless UMTS router that represents a highly reliable alternative to ADSL at available price. It is the ideal solution for smaller companies.

Category: Networking

Application Support• Fixed line replacement• High-speed Internet connection

(up to 7.2 Mbps)• Voice calls via GSM and UMTS• Prepaid Wi-Fi Hot Spot• Back-up connection (both voice

and data)• Quick installation, easy

maintenance


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Sales & Payment EMEA

Multi purpose communications device. delivering real-time connectivity by providing EDGE/HSDPA based data communication.

Category: Payment

Application Support• Connects credit card terminals to

facilitate your electronic funds transfer.

• Connects an integrated solution via ethernet.

• Failover solution from ADSL and Satellite


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Field Services EMEA

The iDL300 compact rugged biometric computer offers a complete set of features for virtually any identity management challenge in a remarkably small and lightweight form factor.

Category: Field Services

Technical Features:• Compact and lightweight design• Read all contactless identity

documents• Verify identity using multi-modal

biometrics in one mobile unit• Connect using integrated 3G,

WiFi and Bluetooth links


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Remote Healthcare EMEA

Handheld ECG device for remote heart arrhythmia diagnostics.

Category: Others

Technical Features:• ECG measurement using two

thumbs• Built-in GSM/GPRS modem• ECG data sent to central

database in the cloud• Doctor access the ECG database

via encrypted connection


Thank you


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