SlideShare a Scribd company logo
1 of 22
Information is current to March 31, 2015 unless otherwise indicated
Investor Overview
As a document solutions company
our goal is to improve efficiencies
and reduce costs wherever our
architectural, engineering and
construction (AEC) customers’
documents exist.
We have a relentless focus on
reducing the use of paper,
improving document workflow,
and providing instant access to
our customers’ documents anywhere,
anytime, and in any form.
4
We believe the cloud and mobile technology
will transform document management and
communications in the AEC industry.
5
We can deliver documents
and information with secure
mobile access anywhere,
anytime and to any device.
6
Project
Documents
…involving architectural,
engineering and design
drawings and documents,
largely involving plans and
specifications.
Archived
Documents
…related to all aspects
of business, including project
documents, specialized use
documents, and office
documents.
Office
Documents
…related to business
management and administration
such as financial, contractual,
compliance, marketing, HR, and
other activities.
7
• …average annual print cost per person is
$2,500 to $3,500
• …document-related costs
are the third largest office expense after people
and locations
• …printing project documents
typically costs twice as much as managing
documents digitally
• …delays from document organization
errors increase project schedules by days and
sometimes weeks
• …the majority of document storage
boxes are left untouched on the shelf for 16 years
For most of our customers…
8
ARC Developed Three Document Solutions
CDIM
Construction Document
& Information Management
MPS
Managed Print
Services
AIM
Archive & Information
Management
9
• …reduces annual print costs per
person from $250 up to $1,000
• …reduces all document-related
costs by as much as 30%
• …provides technology and services that
eliminate paper and printing from document
management
• …deliver solutions that strip days and weeks
from project schedules
• …makes all legacy documents
searchable and instantly accessible
ARC Document Solutions…
We save our largest
customers millions of
dollars per year.
10
CDIM
Construction Document
& Information Management
Primary Technology
• SmartScreens
• Tablets
• Web-enabled Printers
• Multi-Function Printers
• Scanners
Equipment & Hardware
• Hyperlinking
• BIM, File Conversion
• Color Production
• Onsite/Offsite print facilities
• Software Support
• Digital shipping
Supporting Services & Technology
CDIM is a suite of cloud-based tools and services
to manage and distribute construction documents
and improve the efficiency of construction teams.
11
• Multi-Function Devices
• Large Format Printers
• SmartScreens
• 3D printers
Equipment & Hardware
• Mail Room
• Onsite Staffing
• Software Installation &
Support
• Offsite Overflow Printing
• 3D Modeling
Supporting Services & Technology
MPS
Managed Print Services
Primary Technology
MPS is an outsourced printing environment that
reduces costs and improves the efficiency of office
document management and production.
12
• Scanners
• SmartScreens
• Web-enabled
Plotters
Equipment & Hardware
• Onsite/Offsite Scanning
• Hardcopy/Box Pickup & Delivery
• Document Retention &
Information Governance
Consulting
• Financing
Supporting Services & Technology
AIM
Archive & Information
Management
Primary Technology
AIM is a cloud-based archival platform that captures
documents of any size or type, with powerful search
tools to make legacy information available instantly.
13
CDIM AIM
A single location
where all documents,
and all information…
…are available anytime,
anywhere, on
any device.
MPS
14
Solutions are Unique to ARC
 AEC-specific
 Disruptive
 Unprecedented value
 Create efficiencies
 Rooted in our industry
expertise
Solutions Address All Clients
 Architects & Designers
 Engineers
 Industry-specific
 General/Sub-Contractors
 Multi-national
 Local & Regional
ARC has exclusive document management agreements with
22 of the Top 100 AEC firms in the U.S.
15
Solutions are Interconnected
 MPS, AIM & CDIM share
infrastructure on the
Amazon Cloud
 Share equipment
 Can be sold separately,
but offer tremendous
cross selling
opportunities
Solutions are Global
 Cloud-based services
release ARC from
geographical limits,
but…
 Service center footprint
of 199 locations
provides enormous
competitive advantage
 ARC has transformed to a new and growing business with a bigger
addressable market, and a better value proposition for the future
 Annual recurring revenue now represents 34% of net sales via
MPS, and is expected to grow with new revenue lines
 Management team of experienced, entrepreneurial veterans sensitive
to future needs
 Better growth, margins and cash potential in the future
 Stock is undervalued given we are at the beginning of a
non-res recovery cycle, and there is a lack of awareness
of ARC’s transformation
 2014 performance is clear evidence of ARC’s direction and its
opportunities
Investment Opportunity
Financial Discussion
18
CDIM MPS AIM
52.4% of Net Revenue in Q1 15
YOY Growth of 2.4%
Sales of $54.6mm in Q1 15
Estimated gross margin: 37%-40%
34.4% of Net Revenue in Q1 15
YOY Growth of 8.7%
Sales of $35.9mm in Q1 15
Estimated gross margin: 32%-35%
2.7% of Net Revenue in Q1 15
YOY Growth of 8.6%
Sales of $2.8mm in Q1 15
Estimated gross margin: 35%-38%
Equipment & Supplies
(defensive)
10.5% of Net Revenue in Q1 15
YOY Decline of 3.9%
Sales of $11mm in Q1 15
Estimated gross margin: 18%-21%
 Revenue growth in MPS and stabilizing non-res construction
 Gross Margins grow by leveraging fixed costs against revenue growth and targeted margin
improvement exercises
 EBITDA grows from sales and gross margin improvements
 Cash Flows grow from improved financial performance, deleveraging senior debt, and
payment of minimal cash taxes due to approximately $85mm in NOL's
 Free Cash Flow grew 40% YOY from $29.1mm in 2013 to $40.7mm in 2014*
Adjusted EBITDA ($mm)
15.9 16.1
18.3
20.9
16.6
18.3 17.4 17.0 16.1
16.8
$0.0
$3.0
$6.0
$9.0
$12.0
$15.0
$18.0
$21.0
Q1
'13
Q1
'14
Q2
'13
Q2
'14
Q3
'13
Q3
'14
Q4
'13
Q4
'14
Q1
'14
Q1
'15
$100$100
$105
$109
$101
$107
$101
$107
$100
$104
$90
$95
$100
$105
$110
Q1
'13
Q1
'14
Q2
'13
Q2
'14
Q3
'13
Q3
'14
Q4
'13
Q4
'14
Q1
'14
Q1
'15
32.4%
33.8%34.0%
36.0%
32.5%
33.9%33.0%
32.5%
33.8%
34.5%
24.0%
28.0%
32.0%
36.0%
Q1
'13
Q1
'14
Q2
'13
Q2
'14
Q3
'13
Q3
'14
Q4
'13
Q4
'14
Q1
'14
Q1
'15
Revenue ($mm) Gross Margin
Financial Leverage
* Free Cash Flow calculated from Adjusted Cash Flow from Operations
20
 Revenue grew 3.9% year-over-year
 Gross margin was 34.5%, a year-over-year increase of 70 basis points
 Adjusted cash flow from operations was $6.4 million vs. $8.1 million in Q1 2014; decrease largely due to timing of accounts
receivable collections
 Adjusted EBITDA of $16.8 million; grew 4% in line with sales despite planned investments in SG&A
 Maintained 2015 fully-diluted annual adjusted earnings per share projected to be in the range of $0.37 to $0.41; annual
adjusted cash provided by operating activities projected to be in the range of $61 to $66 million; and annual adjusted
EBITDA to be in the range of $75 million to $80 million
Q1 2015 Performance Update Three Months Ended
March 31,
(All dollar amounts in millions, except EPS) 2015 2014
Net Revenue $ 104.3 $ 100.4
Gross Margin 34.5% 33.8%
Net income attributable to ARC $ 4.4 $ 1.4
Adjusted Net Income attributable to ARC $ 3.2 $ 1.8
Earnings per share - Diluted $ 0.09 $ 0.03
Adjusted earnings per share - Diluted $ 0.07 $ 0.04
Adjusted EBITDA $ 16.8 $ 16.1
Adjusted Cash provided by operating activities $ 6.4 $ 8.1
Capital Expenditures $ (3.5) $ (3.6)
Debt & Capital Leases (including current) $ 200.2 $ 216.4
1.) Margin Expansion
2.) Deleveraging
4.) Transformation
3.) Revenue Growth
Restructure MIM & Consol. Rev. Growth MPS & Mix Shift
Refinance Senior Debt Continue to Pay Down Debt…
Organic Growth New Business Cycle Recovery
Growth in Technology Services
2013 2014 2015 2016-forward
• Strategic customer relations, not transactional
• Make customer better at what they do
• Long term vs. short term
• Recurring revenue


Value Drivers of ARC


Thank you for your interest.
For further information, please contact David Stickney,
ARC’s VP of Corporate Communications & IR at 925-949-5114

More Related Content

What's hot

What is NetSuite ERP- Details, Pricing & Features?
What is NetSuite ERP- Details, Pricing & Features?What is NetSuite ERP- Details, Pricing & Features?
What is NetSuite ERP- Details, Pricing & Features?Kanakinfosystems LLP
 
10TH ANNUAL CFO ​LEADERSHIP CONFERENCE: The Rise of Finance Outsourcing in a ...
10TH ANNUAL CFO ​LEADERSHIP CONFERENCE: The Rise of Finance Outsourcing in a ...10TH ANNUAL CFO ​LEADERSHIP CONFERENCE: The Rise of Finance Outsourcing in a ...
10TH ANNUAL CFO ​LEADERSHIP CONFERENCE: The Rise of Finance Outsourcing in a ...Auxis Consulting & Outsourcing
 
NetSuite Most Innovative Company -Davide Turner
NetSuite Most Innovative Company -Davide TurnerNetSuite Most Innovative Company -Davide Turner
NetSuite Most Innovative Company -Davide TurnerClustin
 
Creating value with finance nearshore outsourcing auxis webinar presentation-1
Creating value with finance nearshore outsourcing   auxis webinar presentation-1Creating value with finance nearshore outsourcing   auxis webinar presentation-1
Creating value with finance nearshore outsourcing auxis webinar presentation-1Auxis Consulting & Outsourcing
 
Intacct: Aligning Finance and Sales; Best-in-class ERP and Salesforce
Intacct: Aligning Finance and Sales; Best-in-class ERP and SalesforceIntacct: Aligning Finance and Sales; Best-in-class ERP and Salesforce
Intacct: Aligning Finance and Sales; Best-in-class ERP and SalesforceIntacct Corporation
 
Modern Day Accounting Applications—Intacct Cloud ERP
Modern Day Accounting Applications—Intacct Cloud ERPModern Day Accounting Applications—Intacct Cloud ERP
Modern Day Accounting Applications—Intacct Cloud ERPIntacct Corporation
 
Harnessing the-power-of-data-and-digital-for-driving-exemplary-customer-exper...
Harnessing the-power-of-data-and-digital-for-driving-exemplary-customer-exper...Harnessing the-power-of-data-and-digital-for-driving-exemplary-customer-exper...
Harnessing the-power-of-data-and-digital-for-driving-exemplary-customer-exper...SSFIndia1
 
Building the Business Case for Change Using Document Management_What’s My ROI?
Building the Business Case for Change Using Document Management_What’s My ROI?Building the Business Case for Change Using Document Management_What’s My ROI?
Building the Business Case for Change Using Document Management_What’s My ROI?Net at Work
 
NetSuite Reporting for High Transaction Volume & Self-Serve Businesses
NetSuite Reporting for High Transaction Volume & Self-Serve BusinessesNetSuite Reporting for High Transaction Volume & Self-Serve Businesses
NetSuite Reporting for High Transaction Volume & Self-Serve BusinessesLeapfin
 
Preparing for Your Oracle, Medidata, and Veeva CTMS Migration Project
Preparing for Your Oracle, Medidata, and Veeva CTMS Migration ProjectPreparing for Your Oracle, Medidata, and Veeva CTMS Migration Project
Preparing for Your Oracle, Medidata, and Veeva CTMS Migration ProjectPerficient, Inc.
 
LivaBudget & LivaClick (Best Business Solutions CPM & BI)
LivaBudget & LivaClick (Best Business Solutions CPM & BI)LivaBudget & LivaClick (Best Business Solutions CPM & BI)
LivaBudget & LivaClick (Best Business Solutions CPM & BI)DataLiva Bilişim Hizmetleri
 
Achieving non-linear operational growth through Smart Technology
Achieving non-linear operational growth through Smart TechnologyAchieving non-linear operational growth through Smart Technology
Achieving non-linear operational growth through Smart TechnologySSFIndia1
 
Using a Nonprofit Accounting System that Works for You
Using a Nonprofit Accounting System that Works for You Using a Nonprofit Accounting System that Works for You
Using a Nonprofit Accounting System that Works for You Net at Work
 
Aa imagine ny19_genpact_kraftheinz-041719
Aa imagine ny19_genpact_kraftheinz-041719Aa imagine ny19_genpact_kraftheinz-041719
Aa imagine ny19_genpact_kraftheinz-041719Tracy Gibson
 

What's hot (15)

What is NetSuite ERP- Details, Pricing & Features?
What is NetSuite ERP- Details, Pricing & Features?What is NetSuite ERP- Details, Pricing & Features?
What is NetSuite ERP- Details, Pricing & Features?
 
10TH ANNUAL CFO ​LEADERSHIP CONFERENCE: The Rise of Finance Outsourcing in a ...
10TH ANNUAL CFO ​LEADERSHIP CONFERENCE: The Rise of Finance Outsourcing in a ...10TH ANNUAL CFO ​LEADERSHIP CONFERENCE: The Rise of Finance Outsourcing in a ...
10TH ANNUAL CFO ​LEADERSHIP CONFERENCE: The Rise of Finance Outsourcing in a ...
 
NetSuite Most Innovative Company -Davide Turner
NetSuite Most Innovative Company -Davide TurnerNetSuite Most Innovative Company -Davide Turner
NetSuite Most Innovative Company -Davide Turner
 
Creating value with finance nearshore outsourcing auxis webinar presentation-1
Creating value with finance nearshore outsourcing   auxis webinar presentation-1Creating value with finance nearshore outsourcing   auxis webinar presentation-1
Creating value with finance nearshore outsourcing auxis webinar presentation-1
 
Intacct: Aligning Finance and Sales; Best-in-class ERP and Salesforce
Intacct: Aligning Finance and Sales; Best-in-class ERP and SalesforceIntacct: Aligning Finance and Sales; Best-in-class ERP and Salesforce
Intacct: Aligning Finance and Sales; Best-in-class ERP and Salesforce
 
Modern Day Accounting Applications—Intacct Cloud ERP
Modern Day Accounting Applications—Intacct Cloud ERPModern Day Accounting Applications—Intacct Cloud ERP
Modern Day Accounting Applications—Intacct Cloud ERP
 
Harnessing the-power-of-data-and-digital-for-driving-exemplary-customer-exper...
Harnessing the-power-of-data-and-digital-for-driving-exemplary-customer-exper...Harnessing the-power-of-data-and-digital-for-driving-exemplary-customer-exper...
Harnessing the-power-of-data-and-digital-for-driving-exemplary-customer-exper...
 
Building the Business Case for Change Using Document Management_What’s My ROI?
Building the Business Case for Change Using Document Management_What’s My ROI?Building the Business Case for Change Using Document Management_What’s My ROI?
Building the Business Case for Change Using Document Management_What’s My ROI?
 
NetSuite Reporting for High Transaction Volume & Self-Serve Businesses
NetSuite Reporting for High Transaction Volume & Self-Serve BusinessesNetSuite Reporting for High Transaction Volume & Self-Serve Businesses
NetSuite Reporting for High Transaction Volume & Self-Serve Businesses
 
Preparing for Your Oracle, Medidata, and Veeva CTMS Migration Project
Preparing for Your Oracle, Medidata, and Veeva CTMS Migration ProjectPreparing for Your Oracle, Medidata, and Veeva CTMS Migration Project
Preparing for Your Oracle, Medidata, and Veeva CTMS Migration Project
 
LivaBudget & LivaClick (Best Business Solutions CPM & BI)
LivaBudget & LivaClick (Best Business Solutions CPM & BI)LivaBudget & LivaClick (Best Business Solutions CPM & BI)
LivaBudget & LivaClick (Best Business Solutions CPM & BI)
 
A Guide for CFOs: Modernizing The Finance Department
A Guide for CFOs: Modernizing The Finance DepartmentA Guide for CFOs: Modernizing The Finance Department
A Guide for CFOs: Modernizing The Finance Department
 
Achieving non-linear operational growth through Smart Technology
Achieving non-linear operational growth through Smart TechnologyAchieving non-linear operational growth through Smart Technology
Achieving non-linear operational growth through Smart Technology
 
Using a Nonprofit Accounting System that Works for You
Using a Nonprofit Accounting System that Works for You Using a Nonprofit Accounting System that Works for You
Using a Nonprofit Accounting System that Works for You
 
Aa imagine ny19_genpact_kraftheinz-041719
Aa imagine ny19_genpact_kraftheinz-041719Aa imagine ny19_genpact_kraftheinz-041719
Aa imagine ny19_genpact_kraftheinz-041719
 

Viewers also liked

Lesson 5 天氣
Lesson 5 天氣Lesson 5 天氣
Lesson 5 天氣Fly106
 
Youtube marketing for bands
Youtube marketing for bandsYoutube marketing for bands
Youtube marketing for bandsselinasimpson436
 
141201 investor presentation deck
141201 investor presentation deck141201 investor presentation deck
141201 investor presentation deckArcInvestors
 
Issue Advocacy, Data & Salesforce: Affect Change and Move Your Bottom Line
Issue Advocacy, Data & Salesforce: Affect Change and Move Your Bottom LineIssue Advocacy, Data & Salesforce: Affect Change and Move Your Bottom Line
Issue Advocacy, Data & Salesforce: Affect Change and Move Your Bottom LineBryan Fratkin
 
Martin luther king jr
Martin luther king jrMartin luther king jr
Martin luther king jrAdrian Dow
 
Презентация Video viewer
Презентация Video viewerПрезентация Video viewer
Презентация Video viewerelfpaladin93
 
151124 arc investor overview
151124   arc investor overview151124   arc investor overview
151124 arc investor overviewArcInvestors
 
160525 q1 arc investor overview
160525 q1 arc investor overview160525 q1 arc investor overview
160525 q1 arc investor overviewArcInvestors
 
Yukarımahalle Bosch Kombi Servisi - 795
Yukarımahalle Bosch Kombi Servisi - 795Yukarımahalle Bosch Kombi Servisi - 795
Yukarımahalle Bosch Kombi Servisi - 795kombiservisi25
 
Info. integrales dobles
Info. integrales doblesInfo. integrales dobles
Info. integrales dobleskatherine1004
 
CIS 2015 Mobile SSO
CIS 2015 Mobile SSOCIS 2015 Mobile SSO
CIS 2015 Mobile SSOAshish Jain
 
Mercedes de Jesús
Mercedes de Jesús Mercedes de Jesús
Mercedes de Jesús Educa123456
 
Attainment Registration
Attainment RegistrationAttainment Registration
Attainment RegistrationAmiee Senekal
 
_______________3 (1)
  _______________3 (1)  _______________3 (1)
_______________3 (1)capital 'N'
 
Yunus Bosch Kombi Servisi - 752
Yunus Bosch Kombi Servisi - 752Yunus Bosch Kombi Servisi - 752
Yunus Bosch Kombi Servisi - 752kombiservisi81
 
Alur dalam berwisata tujuan Indonesia-Jepang
Alur dalam berwisata tujuan Indonesia-JepangAlur dalam berwisata tujuan Indonesia-Jepang
Alur dalam berwisata tujuan Indonesia-JepangIrma Charisma Hatibie
 
2012 ACM Geocrowd
2012 ACM Geocrowd2012 ACM Geocrowd
2012 ACM GeocrowdDongpo Deng
 
Uğur Mumcu Bosch Kombi Servisi - 286
Uğur Mumcu Bosch Kombi Servisi - 286Uğur Mumcu Bosch Kombi Servisi - 286
Uğur Mumcu Bosch Kombi Servisi - 286kombiservisi63
 

Viewers also liked (20)

Investor Overview
Investor OverviewInvestor Overview
Investor Overview
 
Lesson 5 天氣
Lesson 5 天氣Lesson 5 天氣
Lesson 5 天氣
 
Youtube marketing for bands
Youtube marketing for bandsYoutube marketing for bands
Youtube marketing for bands
 
141201 investor presentation deck
141201 investor presentation deck141201 investor presentation deck
141201 investor presentation deck
 
Issue Advocacy, Data & Salesforce: Affect Change and Move Your Bottom Line
Issue Advocacy, Data & Salesforce: Affect Change and Move Your Bottom LineIssue Advocacy, Data & Salesforce: Affect Change and Move Your Bottom Line
Issue Advocacy, Data & Salesforce: Affect Change and Move Your Bottom Line
 
Martin luther king jr
Martin luther king jrMartin luther king jr
Martin luther king jr
 
Презентация Video viewer
Презентация Video viewerПрезентация Video viewer
Презентация Video viewer
 
151124 arc investor overview
151124   arc investor overview151124   arc investor overview
151124 arc investor overview
 
160525 q1 arc investor overview
160525 q1 arc investor overview160525 q1 arc investor overview
160525 q1 arc investor overview
 
Yukarımahalle Bosch Kombi Servisi - 795
Yukarımahalle Bosch Kombi Servisi - 795Yukarımahalle Bosch Kombi Servisi - 795
Yukarımahalle Bosch Kombi Servisi - 795
 
Dulce
DulceDulce
Dulce
 
Info. integrales dobles
Info. integrales doblesInfo. integrales dobles
Info. integrales dobles
 
CIS 2015 Mobile SSO
CIS 2015 Mobile SSOCIS 2015 Mobile SSO
CIS 2015 Mobile SSO
 
Mercedes de Jesús
Mercedes de Jesús Mercedes de Jesús
Mercedes de Jesús
 
Attainment Registration
Attainment RegistrationAttainment Registration
Attainment Registration
 
_______________3 (1)
  _______________3 (1)  _______________3 (1)
_______________3 (1)
 
Yunus Bosch Kombi Servisi - 752
Yunus Bosch Kombi Servisi - 752Yunus Bosch Kombi Servisi - 752
Yunus Bosch Kombi Servisi - 752
 
Alur dalam berwisata tujuan Indonesia-Jepang
Alur dalam berwisata tujuan Indonesia-JepangAlur dalam berwisata tujuan Indonesia-Jepang
Alur dalam berwisata tujuan Indonesia-Jepang
 
2012 ACM Geocrowd
2012 ACM Geocrowd2012 ACM Geocrowd
2012 ACM Geocrowd
 
Uğur Mumcu Bosch Kombi Servisi - 286
Uğur Mumcu Bosch Kombi Servisi - 286Uğur Mumcu Bosch Kombi Servisi - 286
Uğur Mumcu Bosch Kombi Servisi - 286
 

Similar to Q2 arc investor overview

161115 arc investor overview v11
161115 arc investor overview v11161115 arc investor overview v11
161115 arc investor overview v11ArcInvestors
 
CompTIA P&L Management with Frank Coker
CompTIA P&L Management with Frank CokerCompTIA P&L Management with Frank Coker
CompTIA P&L Management with Frank CokerKris Fuehr
 
Gartner IT Infrastructure & Operations Management Summit 2014 - Trip Report
Gartner IT Infrastructure & Operations Management Summit 2014 - Trip ReportGartner IT Infrastructure & Operations Management Summit 2014 - Trip Report
Gartner IT Infrastructure & Operations Management Summit 2014 - Trip ReportPaul Woudstra
 
DIGIT North 2022
DIGIT North 2022DIGIT North 2022
DIGIT North 2022Ray Bugg
 
T Bytes Digital customer experience
T Bytes Digital customer experienceT Bytes Digital customer experience
T Bytes Digital customer experienceEGBG Services
 
T-Bytes Hybrid cloud infrastructure
T-Bytes Hybrid cloud infrastructure T-Bytes Hybrid cloud infrastructure
T-Bytes Hybrid cloud infrastructure EGBG Services
 
MSIT Adaptive Insights Brochure 2018
MSIT Adaptive Insights Brochure 2018MSIT Adaptive Insights Brochure 2018
MSIT Adaptive Insights Brochure 2018Agus Tirtoredjo
 
Trends in Tech M&A
Trends in Tech M&ATrends in Tech M&A
Trends in Tech M&ASecureDocs
 
Webinar: Microsoft & OpusCapita: becoming a digital business - how to succeed!
Webinar: Microsoft & OpusCapita: becoming a digital business - how to succeed!Webinar: Microsoft & OpusCapita: becoming a digital business - how to succeed!
Webinar: Microsoft & OpusCapita: becoming a digital business - how to succeed!OpusCapita
 
Subscribed NYC 2017: Driving Cross-Functional Accountability - Growth Metrics...
Subscribed NYC 2017: Driving Cross-Functional Accountability - Growth Metrics...Subscribed NYC 2017: Driving Cross-Functional Accountability - Growth Metrics...
Subscribed NYC 2017: Driving Cross-Functional Accountability - Growth Metrics...Zuora, Inc.
 
Getting the Most Out of Your ERP System Implementation
Getting the Most Out of Your ERP System ImplementationGetting the Most Out of Your ERP System Implementation
Getting the Most Out of Your ERP System ImplementationSDI Presence LLC
 
Digital Transformation Doesn't End with Customer Experience
Digital Transformation Doesn't End with Customer ExperienceDigital Transformation Doesn't End with Customer Experience
Digital Transformation Doesn't End with Customer ExperienceNational Retail Federation
 
Ibm turn around strategy
Ibm turn around strategyIbm turn around strategy
Ibm turn around strategyKaran Shah
 
24. ICV srbija sastanak, 18.11.2015 - Discovery assessment, Ademir Ćurtović, ...
24. ICV srbija sastanak, 18.11.2015 - Discovery assessment, Ademir Ćurtović, ...24. ICV srbija sastanak, 18.11.2015 - Discovery assessment, Ademir Ćurtović, ...
24. ICV srbija sastanak, 18.11.2015 - Discovery assessment, Ademir Ćurtović, ...Menadžment Centar Beograd
 
The IT Financial Management Cost Transparency Journey
The IT Financial Management Cost Transparency JourneyThe IT Financial Management Cost Transparency Journey
The IT Financial Management Cost Transparency JourneyPete Hidalgo
 
Tech M&A Webinar: Unlocking Key Factors that Influence Valuation
Tech M&A Webinar: Unlocking Key Factors that Influence ValuationTech M&A Webinar: Unlocking Key Factors that Influence Valuation
Tech M&A Webinar: Unlocking Key Factors that Influence ValuationSecureDocs
 

Similar to Q2 arc investor overview (20)

161115 arc investor overview v11
161115 arc investor overview v11161115 arc investor overview v11
161115 arc investor overview v11
 
CompTIA P&L Management with Frank Coker
CompTIA P&L Management with Frank CokerCompTIA P&L Management with Frank Coker
CompTIA P&L Management with Frank Coker
 
Gartner IT Infrastructure & Operations Management Summit 2014 - Trip Report
Gartner IT Infrastructure & Operations Management Summit 2014 - Trip ReportGartner IT Infrastructure & Operations Management Summit 2014 - Trip Report
Gartner IT Infrastructure & Operations Management Summit 2014 - Trip Report
 
DIGIT North 2022
DIGIT North 2022DIGIT North 2022
DIGIT North 2022
 
T Bytes Digital customer experience
T Bytes Digital customer experienceT Bytes Digital customer experience
T Bytes Digital customer experience
 
T-Bytes Hybrid cloud infrastructure
T-Bytes Hybrid cloud infrastructure T-Bytes Hybrid cloud infrastructure
T-Bytes Hybrid cloud infrastructure
 
MSIT Adaptive Insights Brochure 2018
MSIT Adaptive Insights Brochure 2018MSIT Adaptive Insights Brochure 2018
MSIT Adaptive Insights Brochure 2018
 
Trends in Tech M&A
Trends in Tech M&ATrends in Tech M&A
Trends in Tech M&A
 
Webinar: Microsoft & OpusCapita: becoming a digital business - how to succeed!
Webinar: Microsoft & OpusCapita: becoming a digital business - how to succeed!Webinar: Microsoft & OpusCapita: becoming a digital business - how to succeed!
Webinar: Microsoft & OpusCapita: becoming a digital business - how to succeed!
 
Itg investor presentation_02sept16
Itg investor presentation_02sept16Itg investor presentation_02sept16
Itg investor presentation_02sept16
 
Subscribed NYC 2017: Driving Cross-Functional Accountability - Growth Metrics...
Subscribed NYC 2017: Driving Cross-Functional Accountability - Growth Metrics...Subscribed NYC 2017: Driving Cross-Functional Accountability - Growth Metrics...
Subscribed NYC 2017: Driving Cross-Functional Accountability - Growth Metrics...
 
Itg investor presentation_02aug16
Itg investor presentation_02aug16Itg investor presentation_02aug16
Itg investor presentation_02aug16
 
Getting the Most Out of Your ERP System Implementation
Getting the Most Out of Your ERP System ImplementationGetting the Most Out of Your ERP System Implementation
Getting the Most Out of Your ERP System Implementation
 
Digital Transformation Doesn't End with Customer Experience
Digital Transformation Doesn't End with Customer ExperienceDigital Transformation Doesn't End with Customer Experience
Digital Transformation Doesn't End with Customer Experience
 
Who Is Lenovo 2010
Who Is Lenovo 2010Who Is Lenovo 2010
Who Is Lenovo 2010
 
Ibm turn around strategy
Ibm turn around strategyIbm turn around strategy
Ibm turn around strategy
 
24. ICV srbija sastanak, 18.11.2015 - Discovery assessment, Ademir Ćurtović, ...
24. ICV srbija sastanak, 18.11.2015 - Discovery assessment, Ademir Ćurtović, ...24. ICV srbija sastanak, 18.11.2015 - Discovery assessment, Ademir Ćurtović, ...
24. ICV srbija sastanak, 18.11.2015 - Discovery assessment, Ademir Ćurtović, ...
 
The IT Financial Management Cost Transparency Journey
The IT Financial Management Cost Transparency JourneyThe IT Financial Management Cost Transparency Journey
The IT Financial Management Cost Transparency Journey
 
Tech M&A Webinar: Unlocking Key Factors that Influence Valuation
Tech M&A Webinar: Unlocking Key Factors that Influence ValuationTech M&A Webinar: Unlocking Key Factors that Influence Valuation
Tech M&A Webinar: Unlocking Key Factors that Influence Valuation
 
SIIA & OPEXEngine: Let the Data Set You Free!
SIIA & OPEXEngine: Let the Data Set You Free!SIIA & OPEXEngine: Let the Data Set You Free!
SIIA & OPEXEngine: Let the Data Set You Free!
 

Recently uploaded

Cannabis Legalization World Map: 2024 Updated
Cannabis Legalization World Map: 2024 UpdatedCannabis Legalization World Map: 2024 Updated
Cannabis Legalization World Map: 2024 UpdatedCannaBusinessPlans
 
CROSS CULTURAL NEGOTIATION BY PANMISEM NS
CROSS CULTURAL NEGOTIATION BY PANMISEM NSCROSS CULTURAL NEGOTIATION BY PANMISEM NS
CROSS CULTURAL NEGOTIATION BY PANMISEM NSpanmisemningshen123
 
joint cost.pptx COST ACCOUNTING Sixteenth Edition ...
joint cost.pptx  COST ACCOUNTING  Sixteenth Edition                          ...joint cost.pptx  COST ACCOUNTING  Sixteenth Edition                          ...
joint cost.pptx COST ACCOUNTING Sixteenth Edition ...NadhimTaha
 
Katrina Personal Brand Project and portfolio 1
Katrina Personal Brand Project and portfolio 1Katrina Personal Brand Project and portfolio 1
Katrina Personal Brand Project and portfolio 1kcpayne
 
Famous Olympic Siblings from the 21st Century
Famous Olympic Siblings from the 21st CenturyFamous Olympic Siblings from the 21st Century
Famous Olympic Siblings from the 21st Centuryrwgiffor
 
Cracking the 'Career Pathing' Slideshare
Cracking the 'Career Pathing' SlideshareCracking the 'Career Pathing' Slideshare
Cracking the 'Career Pathing' SlideshareWorkforce Group
 
How to Get Started in Social Media for Art League City
How to Get Started in Social Media for Art League CityHow to Get Started in Social Media for Art League City
How to Get Started in Social Media for Art League CityEric T. Tung
 
The Abortion pills for sale in Qatar@Doha [+27737758557] []Deira Dubai Kuwait
The Abortion pills for sale in Qatar@Doha [+27737758557] []Deira Dubai KuwaitThe Abortion pills for sale in Qatar@Doha [+27737758557] []Deira Dubai Kuwait
The Abortion pills for sale in Qatar@Doha [+27737758557] []Deira Dubai Kuwaitdaisycvs
 
Structuring and Writing DRL Mckinsey (1).pdf
Structuring and Writing DRL Mckinsey (1).pdfStructuring and Writing DRL Mckinsey (1).pdf
Structuring and Writing DRL Mckinsey (1).pdflaloo_007
 
Falcon Invoice Discounting: Tailored Financial Wings
Falcon Invoice Discounting: Tailored Financial WingsFalcon Invoice Discounting: Tailored Financial Wings
Falcon Invoice Discounting: Tailored Financial WingsFalcon Invoice Discounting
 
Over the Top (OTT) Market Size & Growth Outlook 2024-2030
Over the Top (OTT) Market Size & Growth Outlook 2024-2030Over the Top (OTT) Market Size & Growth Outlook 2024-2030
Over the Top (OTT) Market Size & Growth Outlook 2024-2030tarushabhavsar
 
Marel Q1 2024 Investor Presentation from May 8, 2024
Marel Q1 2024 Investor Presentation from May 8, 2024Marel Q1 2024 Investor Presentation from May 8, 2024
Marel Q1 2024 Investor Presentation from May 8, 2024Marel
 
Falcon Invoice Discounting: The best investment platform in india for investors
Falcon Invoice Discounting: The best investment platform in india for investorsFalcon Invoice Discounting: The best investment platform in india for investors
Falcon Invoice Discounting: The best investment platform in india for investorsFalcon Invoice Discounting
 
Falcon Invoice Discounting: Unlock Your Business Potential
Falcon Invoice Discounting: Unlock Your Business PotentialFalcon Invoice Discounting: Unlock Your Business Potential
Falcon Invoice Discounting: Unlock Your Business PotentialFalcon investment
 
Jual Obat Aborsi ( Asli No.1 ) 085657271886 Obat Penggugur Kandungan Cytotec
Jual Obat Aborsi ( Asli No.1 ) 085657271886 Obat Penggugur Kandungan CytotecJual Obat Aborsi ( Asli No.1 ) 085657271886 Obat Penggugur Kandungan Cytotec
Jual Obat Aborsi ( Asli No.1 ) 085657271886 Obat Penggugur Kandungan CytotecZurliaSoop
 
Falcon Invoice Discounting: Empowering Your Business Growth
Falcon Invoice Discounting: Empowering Your Business GrowthFalcon Invoice Discounting: Empowering Your Business Growth
Falcon Invoice Discounting: Empowering Your Business GrowthFalcon investment
 
Unveiling Falcon Invoice Discounting: Leading the Way as India's Premier Bill...
Unveiling Falcon Invoice Discounting: Leading the Way as India's Premier Bill...Unveiling Falcon Invoice Discounting: Leading the Way as India's Premier Bill...
Unveiling Falcon Invoice Discounting: Leading the Way as India's Premier Bill...Falcon Invoice Discounting
 
Uneak White's Personal Brand Exploration Presentation
Uneak White's Personal Brand Exploration PresentationUneak White's Personal Brand Exploration Presentation
Uneak White's Personal Brand Exploration Presentationuneakwhite
 
Falcon Invoice Discounting: Aviate Your Cash Flow Challenges
Falcon Invoice Discounting: Aviate Your Cash Flow ChallengesFalcon Invoice Discounting: Aviate Your Cash Flow Challenges
Falcon Invoice Discounting: Aviate Your Cash Flow Challengeshemanthkumar470700
 
Organizational Transformation Lead with Culture
Organizational Transformation Lead with CultureOrganizational Transformation Lead with Culture
Organizational Transformation Lead with CultureSeta Wicaksana
 

Recently uploaded (20)

Cannabis Legalization World Map: 2024 Updated
Cannabis Legalization World Map: 2024 UpdatedCannabis Legalization World Map: 2024 Updated
Cannabis Legalization World Map: 2024 Updated
 
CROSS CULTURAL NEGOTIATION BY PANMISEM NS
CROSS CULTURAL NEGOTIATION BY PANMISEM NSCROSS CULTURAL NEGOTIATION BY PANMISEM NS
CROSS CULTURAL NEGOTIATION BY PANMISEM NS
 
joint cost.pptx COST ACCOUNTING Sixteenth Edition ...
joint cost.pptx  COST ACCOUNTING  Sixteenth Edition                          ...joint cost.pptx  COST ACCOUNTING  Sixteenth Edition                          ...
joint cost.pptx COST ACCOUNTING Sixteenth Edition ...
 
Katrina Personal Brand Project and portfolio 1
Katrina Personal Brand Project and portfolio 1Katrina Personal Brand Project and portfolio 1
Katrina Personal Brand Project and portfolio 1
 
Famous Olympic Siblings from the 21st Century
Famous Olympic Siblings from the 21st CenturyFamous Olympic Siblings from the 21st Century
Famous Olympic Siblings from the 21st Century
 
Cracking the 'Career Pathing' Slideshare
Cracking the 'Career Pathing' SlideshareCracking the 'Career Pathing' Slideshare
Cracking the 'Career Pathing' Slideshare
 
How to Get Started in Social Media for Art League City
How to Get Started in Social Media for Art League CityHow to Get Started in Social Media for Art League City
How to Get Started in Social Media for Art League City
 
The Abortion pills for sale in Qatar@Doha [+27737758557] []Deira Dubai Kuwait
The Abortion pills for sale in Qatar@Doha [+27737758557] []Deira Dubai KuwaitThe Abortion pills for sale in Qatar@Doha [+27737758557] []Deira Dubai Kuwait
The Abortion pills for sale in Qatar@Doha [+27737758557] []Deira Dubai Kuwait
 
Structuring and Writing DRL Mckinsey (1).pdf
Structuring and Writing DRL Mckinsey (1).pdfStructuring and Writing DRL Mckinsey (1).pdf
Structuring and Writing DRL Mckinsey (1).pdf
 
Falcon Invoice Discounting: Tailored Financial Wings
Falcon Invoice Discounting: Tailored Financial WingsFalcon Invoice Discounting: Tailored Financial Wings
Falcon Invoice Discounting: Tailored Financial Wings
 
Over the Top (OTT) Market Size & Growth Outlook 2024-2030
Over the Top (OTT) Market Size & Growth Outlook 2024-2030Over the Top (OTT) Market Size & Growth Outlook 2024-2030
Over the Top (OTT) Market Size & Growth Outlook 2024-2030
 
Marel Q1 2024 Investor Presentation from May 8, 2024
Marel Q1 2024 Investor Presentation from May 8, 2024Marel Q1 2024 Investor Presentation from May 8, 2024
Marel Q1 2024 Investor Presentation from May 8, 2024
 
Falcon Invoice Discounting: The best investment platform in india for investors
Falcon Invoice Discounting: The best investment platform in india for investorsFalcon Invoice Discounting: The best investment platform in india for investors
Falcon Invoice Discounting: The best investment platform in india for investors
 
Falcon Invoice Discounting: Unlock Your Business Potential
Falcon Invoice Discounting: Unlock Your Business PotentialFalcon Invoice Discounting: Unlock Your Business Potential
Falcon Invoice Discounting: Unlock Your Business Potential
 
Jual Obat Aborsi ( Asli No.1 ) 085657271886 Obat Penggugur Kandungan Cytotec
Jual Obat Aborsi ( Asli No.1 ) 085657271886 Obat Penggugur Kandungan CytotecJual Obat Aborsi ( Asli No.1 ) 085657271886 Obat Penggugur Kandungan Cytotec
Jual Obat Aborsi ( Asli No.1 ) 085657271886 Obat Penggugur Kandungan Cytotec
 
Falcon Invoice Discounting: Empowering Your Business Growth
Falcon Invoice Discounting: Empowering Your Business GrowthFalcon Invoice Discounting: Empowering Your Business Growth
Falcon Invoice Discounting: Empowering Your Business Growth
 
Unveiling Falcon Invoice Discounting: Leading the Way as India's Premier Bill...
Unveiling Falcon Invoice Discounting: Leading the Way as India's Premier Bill...Unveiling Falcon Invoice Discounting: Leading the Way as India's Premier Bill...
Unveiling Falcon Invoice Discounting: Leading the Way as India's Premier Bill...
 
Uneak White's Personal Brand Exploration Presentation
Uneak White's Personal Brand Exploration PresentationUneak White's Personal Brand Exploration Presentation
Uneak White's Personal Brand Exploration Presentation
 
Falcon Invoice Discounting: Aviate Your Cash Flow Challenges
Falcon Invoice Discounting: Aviate Your Cash Flow ChallengesFalcon Invoice Discounting: Aviate Your Cash Flow Challenges
Falcon Invoice Discounting: Aviate Your Cash Flow Challenges
 
Organizational Transformation Lead with Culture
Organizational Transformation Lead with CultureOrganizational Transformation Lead with Culture
Organizational Transformation Lead with Culture
 

Q2 arc investor overview

  • 1. Information is current to March 31, 2015 unless otherwise indicated Investor Overview
  • 2. As a document solutions company our goal is to improve efficiencies and reduce costs wherever our architectural, engineering and construction (AEC) customers’ documents exist.
  • 3. We have a relentless focus on reducing the use of paper, improving document workflow, and providing instant access to our customers’ documents anywhere, anytime, and in any form.
  • 4. 4 We believe the cloud and mobile technology will transform document management and communications in the AEC industry.
  • 5. 5 We can deliver documents and information with secure mobile access anywhere, anytime and to any device.
  • 6. 6 Project Documents …involving architectural, engineering and design drawings and documents, largely involving plans and specifications. Archived Documents …related to all aspects of business, including project documents, specialized use documents, and office documents. Office Documents …related to business management and administration such as financial, contractual, compliance, marketing, HR, and other activities.
  • 7. 7 • …average annual print cost per person is $2,500 to $3,500 • …document-related costs are the third largest office expense after people and locations • …printing project documents typically costs twice as much as managing documents digitally • …delays from document organization errors increase project schedules by days and sometimes weeks • …the majority of document storage boxes are left untouched on the shelf for 16 years For most of our customers…
  • 8. 8 ARC Developed Three Document Solutions CDIM Construction Document & Information Management MPS Managed Print Services AIM Archive & Information Management
  • 9. 9 • …reduces annual print costs per person from $250 up to $1,000 • …reduces all document-related costs by as much as 30% • …provides technology and services that eliminate paper and printing from document management • …deliver solutions that strip days and weeks from project schedules • …makes all legacy documents searchable and instantly accessible ARC Document Solutions… We save our largest customers millions of dollars per year.
  • 10. 10 CDIM Construction Document & Information Management Primary Technology • SmartScreens • Tablets • Web-enabled Printers • Multi-Function Printers • Scanners Equipment & Hardware • Hyperlinking • BIM, File Conversion • Color Production • Onsite/Offsite print facilities • Software Support • Digital shipping Supporting Services & Technology CDIM is a suite of cloud-based tools and services to manage and distribute construction documents and improve the efficiency of construction teams.
  • 11. 11 • Multi-Function Devices • Large Format Printers • SmartScreens • 3D printers Equipment & Hardware • Mail Room • Onsite Staffing • Software Installation & Support • Offsite Overflow Printing • 3D Modeling Supporting Services & Technology MPS Managed Print Services Primary Technology MPS is an outsourced printing environment that reduces costs and improves the efficiency of office document management and production.
  • 12. 12 • Scanners • SmartScreens • Web-enabled Plotters Equipment & Hardware • Onsite/Offsite Scanning • Hardcopy/Box Pickup & Delivery • Document Retention & Information Governance Consulting • Financing Supporting Services & Technology AIM Archive & Information Management Primary Technology AIM is a cloud-based archival platform that captures documents of any size or type, with powerful search tools to make legacy information available instantly.
  • 13. 13 CDIM AIM A single location where all documents, and all information… …are available anytime, anywhere, on any device. MPS
  • 14. 14 Solutions are Unique to ARC  AEC-specific  Disruptive  Unprecedented value  Create efficiencies  Rooted in our industry expertise Solutions Address All Clients  Architects & Designers  Engineers  Industry-specific  General/Sub-Contractors  Multi-national  Local & Regional ARC has exclusive document management agreements with 22 of the Top 100 AEC firms in the U.S.
  • 15. 15 Solutions are Interconnected  MPS, AIM & CDIM share infrastructure on the Amazon Cloud  Share equipment  Can be sold separately, but offer tremendous cross selling opportunities Solutions are Global  Cloud-based services release ARC from geographical limits, but…  Service center footprint of 199 locations provides enormous competitive advantage
  • 16.  ARC has transformed to a new and growing business with a bigger addressable market, and a better value proposition for the future  Annual recurring revenue now represents 34% of net sales via MPS, and is expected to grow with new revenue lines  Management team of experienced, entrepreneurial veterans sensitive to future needs  Better growth, margins and cash potential in the future  Stock is undervalued given we are at the beginning of a non-res recovery cycle, and there is a lack of awareness of ARC’s transformation  2014 performance is clear evidence of ARC’s direction and its opportunities Investment Opportunity
  • 18. 18 CDIM MPS AIM 52.4% of Net Revenue in Q1 15 YOY Growth of 2.4% Sales of $54.6mm in Q1 15 Estimated gross margin: 37%-40% 34.4% of Net Revenue in Q1 15 YOY Growth of 8.7% Sales of $35.9mm in Q1 15 Estimated gross margin: 32%-35% 2.7% of Net Revenue in Q1 15 YOY Growth of 8.6% Sales of $2.8mm in Q1 15 Estimated gross margin: 35%-38% Equipment & Supplies (defensive) 10.5% of Net Revenue in Q1 15 YOY Decline of 3.9% Sales of $11mm in Q1 15 Estimated gross margin: 18%-21%
  • 19.  Revenue growth in MPS and stabilizing non-res construction  Gross Margins grow by leveraging fixed costs against revenue growth and targeted margin improvement exercises  EBITDA grows from sales and gross margin improvements  Cash Flows grow from improved financial performance, deleveraging senior debt, and payment of minimal cash taxes due to approximately $85mm in NOL's  Free Cash Flow grew 40% YOY from $29.1mm in 2013 to $40.7mm in 2014* Adjusted EBITDA ($mm) 15.9 16.1 18.3 20.9 16.6 18.3 17.4 17.0 16.1 16.8 $0.0 $3.0 $6.0 $9.0 $12.0 $15.0 $18.0 $21.0 Q1 '13 Q1 '14 Q2 '13 Q2 '14 Q3 '13 Q3 '14 Q4 '13 Q4 '14 Q1 '14 Q1 '15 $100$100 $105 $109 $101 $107 $101 $107 $100 $104 $90 $95 $100 $105 $110 Q1 '13 Q1 '14 Q2 '13 Q2 '14 Q3 '13 Q3 '14 Q4 '13 Q4 '14 Q1 '14 Q1 '15 32.4% 33.8%34.0% 36.0% 32.5% 33.9%33.0% 32.5% 33.8% 34.5% 24.0% 28.0% 32.0% 36.0% Q1 '13 Q1 '14 Q2 '13 Q2 '14 Q3 '13 Q3 '14 Q4 '13 Q4 '14 Q1 '14 Q1 '15 Revenue ($mm) Gross Margin Financial Leverage * Free Cash Flow calculated from Adjusted Cash Flow from Operations
  • 20. 20  Revenue grew 3.9% year-over-year  Gross margin was 34.5%, a year-over-year increase of 70 basis points  Adjusted cash flow from operations was $6.4 million vs. $8.1 million in Q1 2014; decrease largely due to timing of accounts receivable collections  Adjusted EBITDA of $16.8 million; grew 4% in line with sales despite planned investments in SG&A  Maintained 2015 fully-diluted annual adjusted earnings per share projected to be in the range of $0.37 to $0.41; annual adjusted cash provided by operating activities projected to be in the range of $61 to $66 million; and annual adjusted EBITDA to be in the range of $75 million to $80 million Q1 2015 Performance Update Three Months Ended March 31, (All dollar amounts in millions, except EPS) 2015 2014 Net Revenue $ 104.3 $ 100.4 Gross Margin 34.5% 33.8% Net income attributable to ARC $ 4.4 $ 1.4 Adjusted Net Income attributable to ARC $ 3.2 $ 1.8 Earnings per share - Diluted $ 0.09 $ 0.03 Adjusted earnings per share - Diluted $ 0.07 $ 0.04 Adjusted EBITDA $ 16.8 $ 16.1 Adjusted Cash provided by operating activities $ 6.4 $ 8.1 Capital Expenditures $ (3.5) $ (3.6) Debt & Capital Leases (including current) $ 200.2 $ 216.4
  • 21. 1.) Margin Expansion 2.) Deleveraging 4.) Transformation 3.) Revenue Growth Restructure MIM & Consol. Rev. Growth MPS & Mix Shift Refinance Senior Debt Continue to Pay Down Debt… Organic Growth New Business Cycle Recovery Growth in Technology Services 2013 2014 2015 2016-forward • Strategic customer relations, not transactional • Make customer better at what they do • Long term vs. short term • Recurring revenue   Value Drivers of ARC  
  • 22. Thank you for your interest. For further information, please contact David Stickney, ARC’s VP of Corporate Communications & IR at 925-949-5114

Editor's Notes

  1. Talking points: Very important page that highlights that customers are loyal and generate incremental business over time The pie-chart should be a compelling selling point that a majority of revenues are now contracted, which will give investors comfort around projections