enterprise business
TRANSCRIPT
Panduit
Industrial & Electrical Infrastructure
(IEI)
IC/MRO Business
OEM Business
Enterprise /
Data Center Infrastructure (EDI)
Data Center Business
Enterprise Business
Industrial Automation
(IAI)
IA Business
Business
Units
(3)
Businesses
(5)
Business Unit Advantages
• Aligned to end marketsand customers
• Products, solutions, salesteam, services…
• Improved customer experience
• More agile and efficient
4
Enterprise Business
Connecting people, information and technology with reliable and innovative physical infrastructure
Copper Connectivity and Cable
Fiber Connectivityand Cable
Faceplates, Outlets, And Modules
Broad Product Portfolio
Racks andCable Managers
CableManagement
Labelling & Identification
GroundingPhysical
Infrastructure Management (PIM)
Broad Product Portfolio
Global Structured Cabling Market Size (2014)2014 BSRIA Data
Asia, 24%
EMEA, 33%
LATAM, 7%
NA, 36%
Global Market - $6 Billion
$1,457
$1,974$410
$2,165
12
Market Growth 2015 - 2017
Region 2014 14/15 Grth 15/16 Grth 16/17 Grth
NORTH AMERICA $2,203 2.7% 2.6% 2.4%
EMEA $2,008 0.8% 2.6% 2.7%
APJ $1,478 6.2% 6.5% 6.5%
LATIN AMERICA $416 2.2% 3.8% 4.3%
Grand Total $6,106 2.9% 3.6% 3.7%
EMEA Top 10 Countries
Region 2014 14/15 Grth 15/16 Grth 16/17 Grth
Germany $473 1.4% 1.7% 1.7%
UK $313 2.9% 2.5% 2.3%
France $243 0.8% 2.8% 1.6%
Russia $144 -11.0% 4.3% 6.7%
Switzerland $126 0.8% 1.3% 1.4%
Italy $97 -1.4% 3.5% 3.8%
Saudi Arabia $69 6.9% 6.9% 6.9%
Spain $69 2.0% 2.8% 3.6%
Netherlands $59 1.0% 1.6% 2.8%
Turkey $56 3.5% 4.5% 6.4%
Panduit Continues to Gain Share
• Panduit has gained 2.4 share points over 9 years
BISRIA Data – Connectivity & Cable
Cat 6A in Enterprise is Growing
2014 2015 2016 2017CAGR
2014 - 2017
Cat 7/7A 57.9 63.8 72.2 72.9 8.0%
Cat 6A 1,129 1,263 1,423 1,597 12.3%
Cat 6 3,964 4,133 4,323 4,539 4.6%
Cat 5e 1,998 1,886 1,787 1,679 -5.6%
• Cat 6A will grow 300% growth from 2016/19 to 43 million ports
• Enterprise will outpace growth in Data Centers
Millions of meters of cable:
Convergence Driving Port Growth
Access
Lighting
CCTV
AV - Signage
Power
Monitoring
Data, video
Energy
BACS/HVAC
Smoke detector
Wireless AccessContinued Bandwidth and Growth
• 14% CAGR through 2020
• Continuous upgrades inbandwidth (NG BaseT - 2.5/5.0G)
• 6A standard of choice
POE Enables More Applications Up to 100 Watts
• 100 million POE capable switch ports have shipped
• 100 watt standard in 2016
• 6A standard of choice
21
Enterprise Strategic Initiatives
• Growth in core markets and at target end users and Contractors/Integrators
• High growth rates through channel led selling in the small/medium segment
• A differentiated partner program that contractors, integrators, and distributors see value in
• Improved customer experience and overall operational efficiency
• Product innovation and effective lifecycle management
22
Enterprise End Customer Segments
Revenue
# of FTEs
<$50M revenue
<100 FTEs
$50M - $1B revenue
100 to 1000 FTEs
$1B+ revenue
> 1,000 FTEs
# of telco rooms
<5 telco rooms 6 - 20 telco rooms 20+ telco rooms
SMALLENTERPRISE
MEDIUM ENTERPRISE
LARGEENTERPRISE
Sq. footage <100K sq ft 100-500K sq ft 500K+ sq ft
Current Panduit ‘sweet spot’ – continue to
double down
Pursuetargeted
opportunities
Serve segmentthrough distribution
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Panduit’s Value Proposition Alignment – Medium/Large
Target verticals
Branch officesSmall business
Small retail
K-12 schools Local government
RetailLocal hospitals
Small healthcare systems
FinanceTechnologyHealthcare
EnergyFederal government
Higher education
Key influencer Distributor/Contractor SI/Contractor Large SI/Contractor
SMALLENTERPRISE
MEDIUM ENTERPRISE
LARGEENTERPRISE
Primary decision maker
Contractor/DistributorEnd user
(IT engineer/ manager) + SI
End user (IT/facilities director/officer)
Decision makers and verticals that value product quality and sales support
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Enterprise Go-To-Market Strategies
Distributor Contractor/SIEnd User
Large
Distributor Led(Flow Business)
Panduit Led
Contractor/SI Led
Leads Supports Sells To
Distributor Contractor/SIEnd User
Large/Medium
Distributor Contractor/SIEnd User
Small
Enterprise Strategic Initiatives
• Growth in core markets and at target end users and Contractors/Integrators
• High growth rates through channel led selling in the small/medium segment
• A differentiated partner program that contractors, integrators, and distributors see value in
• Improved customer experience and overall operational efficiency
• Product innovation and effective lifecycle management
We will offer a differentiated partner program
that rewards, motivates, and produces financial
benefit for our Partners and Panduit
Program Improvements – Voice of Customer
SIMPLEPartners value and find easy to understand
DIFFERENTIATESbased on performance and commitment
ADAPTABLEby business (Data Center, Enterprise, IA), partner type, and geography
EASYto access and use
Improving Customer Experience – Preferred Parts
• Focused list of highusage parts
• Inventory at Distributorsand Panduit
• 12 page catalog with~200 p/n’s
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Existing 24 AWG
Configuration
New 28 AWG
Configuration
Small Diameter in a 768 Port Application
• 60% reduction in original total cord length of 1 mile
• Simpler routing & all same cord lengths
• Reduced cross connect RU by 22
The Market is Recognizing Panduit’s28 AWG Solution
• Increased capacity, higher density
• Easier cable management
• Lower costs (up front & operating)
• Improved port access, visibilityand airflow
Density and Space Saving - 28 AWG Campaign
Q3Q2 Q4Q1 Q2Q1
CAT6A for the Enterprise
2015 2016
New Product
Technology
Application
POE++/WAP : White Paper CIM
Internal Shutter Jack
CAT8 System - Webinar Q2/Q3
Field term 6/6A Plugs
New SM boxes
Plenum WAP SM Box
Direct Switch Patching
HDBase –T : Certification, Whitepaper
Enterprise Roadmap
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Enterprise Strategic Initiatives
• Growth in core markets and at target end users and Contractors/Integrators
• High growth rates through channel led selling in the small/medium segment
• A differentiated partner program that contractors, integrators, and distributors see value in
• Improved customer experience and overall operational efficiency
• Product innovation and effective lifecycle management