Pierre Plamondon, EXFO's Vice President of Finance & CFO, presented at the Needham & Co. Growth Conference on January 16, 2013. He discussed EXFO's position as the number two supplier in portable telecom testing and an innovation leader in IP service assurance. While 2012 was a difficult market year, EXFO gained market share and expects annual savings of $8 million from restructuring. Plamondon outlined EXFO's strategy to increase its wireless presence, expand share of wallet with Tier-1 operators, and accelerate profitability through execution.
EXFO- Marketing with NB Financial - Jan 2013emarketingexfo
EXFO is a leading provider of test and service assurance solutions for wireline and wireless network operators and equipment manufacturers. In fiscal year 2012, EXFO saw a 7% decline in sales due to challenging market conditions, but expects annual savings of $8 million from restructuring. Going forward, EXFO aims to increase its presence in the growing wireless market, help operators reduce operating expenses, and expand business with top-tier operators.
This document provides an overview of EXFO Inc., a leading provider of test and service assurance solutions for wireless and wireline network operators and equipment manufacturers. It discusses EXFO's business segments, growth strategy, financial performance, and outlook. Key points include:
- EXFO is the number two supplier of portable telecom testing equipment and a leader in IP service assurance.
- Its protocol-layer sales are growing due to increasing demand for wireless and high-speed broadband services.
- EXFO aims to increase its wireless presence, help operators reduce operating expenses, and expand share of wallet with Tier-1 customers.
- It expects sales growth of 6-10% in fiscal 2013 and targets reaching
This document summarizes Pierre Plamondon's presentation at the Stifel Nicolaus Technology Conference. The presentation provided an overview of EXFO, including that it is the number two supplier in portable telecom testing and an innovation leader in IP service assurance. It discussed EXFO's global organization, growth strategy of increasing its wireless presence and expanding its share of wallet with Tier-1 operators. The presentation also provided financial highlights, including that EXFO's revenue in FY2012 was $250 million, down 7% year-over-year, and its gross margin improved to 63.3%.
Marketing with Stifel Nicolaus, April 2013EXFO Inc.
EXFO is a leading provider of test and measurement solutions for telecommunications network operators and equipment manufacturers. It has gained market share for 27 consecutive years. While EXFO faced difficulties in FY 2012 with a 7% drop in sales due to a tough market, it implemented a restructuring that reduced annual costs by $8 million. EXFO aims to increase its presence in wireless testing, help operators reduce operating expenses, and expand high-margin business with Tier 1 network operators.
Marketing with BMO Capital Markets-Oct2012EXFO Inc.
BMO Capital Markets provides marketing services to EXFO, a telecommunications testing company. EXFO tests physical and protocol layers of networks and sees higher growth in protocol testing. EXFO aims to increase its wireless presence, help operators reduce costs, expand with top operators, and accelerate profitability through execution. EXFO has a strong value proposition as the #2 supplier in portable telecom testing with a track record of sales growth, positioning in key growth areas, focus on balancing growth and profits, a solid cash position, and experienced management.
The TPI Index provides insights on the global outsourcing market for the third quarter of 2012. Global ACV was down 6% year-over-year and 10% quarter-over-quarter, though year-to-date ACV was up 3%. New scope contracts saw 16% year-over-year growth while restructurings declined 33%. Large deals and the Asia Pacific region experienced significant growth compared to prior periods.
ACV down slightly for the year on weaker than typical 4Q results. Number of mega relationship contracts up for 2012, lifting ACV when overall contract numbers were down. BPO expanded on several large deals while ITO performance was off for 2012. Asia Pacific surged in 2012 while EMEA struggled on a weak first half. Guarded optimism for 2013 with a possible slowdown second quarter.
Motorola announced record second quarter sales and earnings. Key highlights included:
- Record quarterly sales of $10.88 billion, up 29% from the previous year.
- Earnings of $0.55 per share, up 46% and 49% from the previous year.
- Record handset shipments of 51.9 million units and global handset market share of 22%.
- Mobile Devices segment set new records for unit shipments, sales, and profits.
EXFO- Marketing with NB Financial - Jan 2013emarketingexfo
EXFO is a leading provider of test and service assurance solutions for wireline and wireless network operators and equipment manufacturers. In fiscal year 2012, EXFO saw a 7% decline in sales due to challenging market conditions, but expects annual savings of $8 million from restructuring. Going forward, EXFO aims to increase its presence in the growing wireless market, help operators reduce operating expenses, and expand business with top-tier operators.
This document provides an overview of EXFO Inc., a leading provider of test and service assurance solutions for wireless and wireline network operators and equipment manufacturers. It discusses EXFO's business segments, growth strategy, financial performance, and outlook. Key points include:
- EXFO is the number two supplier of portable telecom testing equipment and a leader in IP service assurance.
- Its protocol-layer sales are growing due to increasing demand for wireless and high-speed broadband services.
- EXFO aims to increase its wireless presence, help operators reduce operating expenses, and expand share of wallet with Tier-1 customers.
- It expects sales growth of 6-10% in fiscal 2013 and targets reaching
This document summarizes Pierre Plamondon's presentation at the Stifel Nicolaus Technology Conference. The presentation provided an overview of EXFO, including that it is the number two supplier in portable telecom testing and an innovation leader in IP service assurance. It discussed EXFO's global organization, growth strategy of increasing its wireless presence and expanding its share of wallet with Tier-1 operators. The presentation also provided financial highlights, including that EXFO's revenue in FY2012 was $250 million, down 7% year-over-year, and its gross margin improved to 63.3%.
Marketing with Stifel Nicolaus, April 2013EXFO Inc.
EXFO is a leading provider of test and measurement solutions for telecommunications network operators and equipment manufacturers. It has gained market share for 27 consecutive years. While EXFO faced difficulties in FY 2012 with a 7% drop in sales due to a tough market, it implemented a restructuring that reduced annual costs by $8 million. EXFO aims to increase its presence in wireless testing, help operators reduce operating expenses, and expand high-margin business with Tier 1 network operators.
Marketing with BMO Capital Markets-Oct2012EXFO Inc.
BMO Capital Markets provides marketing services to EXFO, a telecommunications testing company. EXFO tests physical and protocol layers of networks and sees higher growth in protocol testing. EXFO aims to increase its wireless presence, help operators reduce costs, expand with top operators, and accelerate profitability through execution. EXFO has a strong value proposition as the #2 supplier in portable telecom testing with a track record of sales growth, positioning in key growth areas, focus on balancing growth and profits, a solid cash position, and experienced management.
The TPI Index provides insights on the global outsourcing market for the third quarter of 2012. Global ACV was down 6% year-over-year and 10% quarter-over-quarter, though year-to-date ACV was up 3%. New scope contracts saw 16% year-over-year growth while restructurings declined 33%. Large deals and the Asia Pacific region experienced significant growth compared to prior periods.
ACV down slightly for the year on weaker than typical 4Q results. Number of mega relationship contracts up for 2012, lifting ACV when overall contract numbers were down. BPO expanded on several large deals while ITO performance was off for 2012. Asia Pacific surged in 2012 while EMEA struggled on a weak first half. Guarded optimism for 2013 with a possible slowdown second quarter.
Motorola announced record second quarter sales and earnings. Key highlights included:
- Record quarterly sales of $10.88 billion, up 29% from the previous year.
- Earnings of $0.55 per share, up 46% and 49% from the previous year.
- Record handset shipments of 51.9 million units and global handset market share of 22%.
- Mobile Devices segment set new records for unit shipments, sales, and profits.
Germain Lamonde, Chairman, President, and CEO of EXFO, presented at the Needham Annual Growth Conference on January 14, 2014. He discussed EXFO's position as the number two supplier in portable telecom testing and an innovation leader in IP service assurance. While markets have been difficult in the past two fiscal years, EXFO has gained market share year after year for 28 years. Lamonde outlined EXFO's growth strategy of increasing its wireless presence, enabling operators to reduce operating expenses, expanding its share of wallet with tier-1 operators, and accelerating profitability. He believes EXFO is well positioned for growth drivers in mobile networks and that executing its strategy can increase revenue and earnings.
Marketing day with Canaccord Genuity April 2014EXFO Inc.
This document summarizes a marketing presentation given by EXFO's CFO to investors. The summary includes:
1) EXFO is a leading provider of telecom testing equipment with a focus on portable optical testing and IP service assurance. It has achieved strong sales growth over 28 years but faced difficulties in recent years.
2) EXFO's strategy is to increase its presence in wireless testing, expand business with top telecom operators, and accelerate profitability through cost controls. This will capitalize on growth drivers like 4G/LTE deployments and mobile traffic increases.
3) EXFO has a solid financial position with no debt and continued innovation in testing solutions that help operators reduce expenses, representing a strong
Investor Meetings - Hong Kong and Singapore - Alex Bolis presentation (June 2...Gruppo TIM
Telecom Italia Group held investor meetings in June 2012 to provide an overview of the company, highlight its leadership positions across key markets including Italy, Brazil, and Argentina, and outline its strategic priorities of proactively managing the domestic market in Italy for cash generation while continuing business expansion in Brazil and managing growth and profitability in Argentina.
Italian Equity Roadshow 2012 - Tokyo - Alex Bolis presentation (June 2012)Gruppo TIM
Telecom Italia Group held investor meetings in June 2012. The presentation included the following:
1) Telecom Italia Group reported revenues of €29.9 billion for 2011, up 2.7% year-over-year. EBITDA was €12.3 billion, flat compared to 2010.
2) Telecom Italia leads the domestic Italian market with over 32 million mobile lines and 14.5 million fixed accesses. In Brazil, TIM is the second largest mobile operator with 57.6 million lines.
3) Forward-looking statements in the presentation involve risks and uncertainties that could cause actual results to differ from projections. Telecom Italia undertakes no obligation to update such
Marketing Day with BMO Capital Markets - Germain LamondeEXFO Inc.
This document summarizes Germain Lamonde's presentation to investors at BMO Capital Markets on October 9, 2014. It discusses EXFO's position as a leading provider of telecom testing solutions, with a focus on portable optical testing and IP service assurance. It outlines EXFO's goals of increasing its presence in wireless and expanding share of wallet with tier-1 operators, while accelerating profitability. Financial highlights are provided showing EXFO's revenues, gross margins, R&D expenses, adjusted EBITDA, and net earnings. Key growth drivers in the telecom industry are also summarized.
Mobile / Mobile Apps - Presentation by Philipp Kandal, Founder of Skobbler at the NOAH 2012 Conference in San Francisco, Four Seasons Hotel on the 26th of June. www.noah-conference.com
Key Findings of the Study:
More than 3-fold increase in subscribers since 2008
64.4% of the current subscribers are urban
Total wireless segment accounts for 933.7mn
Wireline accounts for a 3.2% of the overall market
Welcome to the next generation of the services economy — where we have technology and business processes enmeshing with each other on a global scale — to unlock business value.
This document provides a summary of developments in the telecommunications industry in the Middle East and Africa from the summer 2012 issue of Comm. magazine.
The key developments discussed include:
1) Zain Group reported flat revenues and net income for the first half of 2012 despite adding 1.8 million new subscribers.
2) Qtel blamed foreign exchange losses for an 11.8% drop in first half net profit despite an 8% increase in EBITDA.
3) Etisalat's CEO indicated the UAE may amend laws to allow foreign ownership of Etisalat shares.
4) Qtel offered to acquire the remaining 47.5% stake in Wataniya Telecom it does
Teradata is a global leader in data warehousing and analytics. It has nearly 900 customers and over 2,000 installations worldwide. Teradata is publicly traded and is a member of the S&P 500. It has a global presence with offices worldwide and over 5,900 associates. Teradata's enterprise data warehouse solutions help customers integrate data across their organizations to make faster, smarter decisions.
Telecom Egypt - Re-initiation of Coverage - March 2016Mohamed Marei
This document provides an initiation of coverage report on Telecom Egypt by Prime Investment Research. It assigns Telecom Egypt a "Buy" rating and calculates a fair value per share of EGP 11.56, implying 54% upside potential from the current market price. The report outlines three valuation scenarios for Telecom Egypt: a base case assuming continuation of current operations, and two alternative scenarios if Telecom Egypt is successful in obtaining a mobile license. All scenarios indicate that Telecom Egypt is undervalued and a "Buy".
Motorola announced record second quarter sales and earnings, with sales up 17% to $8.83 billion and earnings per share up 52% to $0.38. Mobile device shipments reached a record 33.9 million units, representing 18.1% of the global market. All four of Motorola's business segments grew profitability. For the third quarter, Motorola expects sales between $8.9-9.1 billion and earnings per share of $0.27-0.29.
The document discusses mergers and acquisitions in the telecom industry in 2008-2009. It notes that M&A activity decreased in value in 2008 due to lower company valuations, but consolidation continued, especially among smaller players. In 2009, further consolidation is expected, especially among smaller companies, as larger players acquire promising technologies or markets. M&A activity remains strong in regions with continued growth like India, China, Southeast Asia, and Africa.
Melbourne IT reported financial results for the first half of 2012, with revenue increasing 2.5% to $89.8 million and EBIT growing 4% to $7.3 million compared to the first half of 2011. Digital Brand Services revenue was up 19% and EBIT up 86% due to growth in brand protection services. Enterprise Services also saw strong growth with revenue up 5% and EBIT increasing 225% through continued growth and reduced churn. The interim dividend was maintained at 7 cents per share.
This presentation provides an overview of Cummins Inc.'s performance in 2006 and outlook for 2007 and beyond. Some key points:
- 2006 was the best year in Cummins' history with record revenue of $11.4 billion, EBIT of $1.2 billion, and net earnings of $715 million.
- Cummins is outperforming its peer group with faster growth in net income and operating cash flow compared to revenue.
- The company has four complementary business segments - engines, power generation, distribution, and components.
- Cummins aims to continue profitable growth through market leadership, new product introductions, and global expansion across all segments.
- Challenges include globalization,
The document provides an annual review and financial highlights for ALLTEL for 2004. Key points include:
- ALLTEL focused on improving customer service through initiatives in retail stores and call centers. This led to reductions in wireless churn and increases in higher-revenue customers.
- Wireless additions grew to over 600,000 customers and broadband additions reached over 90,000. Wireless and broadband revenues increased.
- Financial results were positive with $1 billion in net income, a 15% return on equity, and $2.5 billion in cash from operations.
- The company remained committed to delivering shareholder value and customer service while addressing industry changes through strategic mergers and evaluating wireline operations.
Celestica is a global electronics manufacturing services company headquartered in Toronto, Canada. It operates over 40 manufacturing sites across the Americas, Europe, and Asia. Celestica provides end-to-end product design, manufacturing, repair, and supply chain solutions for OEM customers in industries such as computing, communications, healthcare, industrial, and clean technology. In recent years, Celestica has redeemed outstanding bonds, completed a secondary offering of shares, and continued to expand its global manufacturing footprint.
Citigroup 19th Annual Global Industrial Manufacturing Conferencefinance10
Pat Campbell, Sr. Vice President and CFO of 3M, presented at the Citigroup 19th Annual Global Industrial Manufacturing Conference. The presentation summarized 3M's financial results for 2005, including 5.8% sales growth to $21.2 billion and 13.6% EPS growth to $4.26. It also outlined 3M's strategy of driving growth through its technology platforms, global infrastructure, and presence in emerging markets.
This document provides an overview of EXFO, a company that provides testing and service assurance solutions for telecommunications network operators. It summarizes EXFO's business, financial performance, growth strategy, markets, and competitive positioning. Key points include that EXFO is the number 2 supplier in portable telecom testing, has gained market share for 28 years, and its goal is to increase its presence in wireless markets, expand business with Tier 1 operators, and accelerate profitability through execution of its growth strategy.
Needham Annual Growth Conference - Germain LamondeEXFO Inc.
Germain Lamonde, Chairman, President, and CEO of EXFO, presented at the Needham Annual Growth Conference on January 14, 2014. He discussed EXFO's position as the number two supplier in portable telecom testing and an innovation leader in IP service assurance. While markets have been difficult in the past two fiscal years, EXFO has gained market share year after year for 28 years. Lamonde outlined EXFO's growth strategy of increasing its wireless presence, enabling operators to reduce operating expenses, expanding its share of wallet with tier-1 operators, and accelerating profitability. He believes EXFO is well positioned for growth drivers in mobile networks and that executing its strategy can increase revenue and earnings.
Marketing with BMO Capital Markets Oct 2013EXFO Inc.
The document summarizes EXFO's business and financial results for fiscal year 2013. It discusses EXFO's position in the portable telecom testing market, their global organization, growth drivers in the telecom industry, and their strategies to increase market share in wireless and expand profitability. Key highlights include annual sales of $242.2 million in FY2013, gross margin of 61.8%, and adjusted EBITDA margin of 7.2%. Q4 2013 sales increased 6.5% year-over-year to $60.9 million with gross margin of 62.9% and adjusted EBITDA of $7.1 million.
Germain Lamonde, Chairman, President, and CEO of EXFO, presented at the Needham Annual Growth Conference on January 14, 2014. He discussed EXFO's position as the number two supplier in portable telecom testing and an innovation leader in IP service assurance. While markets have been difficult in the past two fiscal years, EXFO has gained market share year after year for 28 years. Lamonde outlined EXFO's growth strategy of increasing its wireless presence, enabling operators to reduce operating expenses, expanding its share of wallet with tier-1 operators, and accelerating profitability. He believes EXFO is well positioned for growth drivers in mobile networks and that executing its strategy can increase revenue and earnings.
Marketing day with Canaccord Genuity April 2014EXFO Inc.
This document summarizes a marketing presentation given by EXFO's CFO to investors. The summary includes:
1) EXFO is a leading provider of telecom testing equipment with a focus on portable optical testing and IP service assurance. It has achieved strong sales growth over 28 years but faced difficulties in recent years.
2) EXFO's strategy is to increase its presence in wireless testing, expand business with top telecom operators, and accelerate profitability through cost controls. This will capitalize on growth drivers like 4G/LTE deployments and mobile traffic increases.
3) EXFO has a solid financial position with no debt and continued innovation in testing solutions that help operators reduce expenses, representing a strong
Investor Meetings - Hong Kong and Singapore - Alex Bolis presentation (June 2...Gruppo TIM
Telecom Italia Group held investor meetings in June 2012 to provide an overview of the company, highlight its leadership positions across key markets including Italy, Brazil, and Argentina, and outline its strategic priorities of proactively managing the domestic market in Italy for cash generation while continuing business expansion in Brazil and managing growth and profitability in Argentina.
Italian Equity Roadshow 2012 - Tokyo - Alex Bolis presentation (June 2012)Gruppo TIM
Telecom Italia Group held investor meetings in June 2012. The presentation included the following:
1) Telecom Italia Group reported revenues of €29.9 billion for 2011, up 2.7% year-over-year. EBITDA was €12.3 billion, flat compared to 2010.
2) Telecom Italia leads the domestic Italian market with over 32 million mobile lines and 14.5 million fixed accesses. In Brazil, TIM is the second largest mobile operator with 57.6 million lines.
3) Forward-looking statements in the presentation involve risks and uncertainties that could cause actual results to differ from projections. Telecom Italia undertakes no obligation to update such
Marketing Day with BMO Capital Markets - Germain LamondeEXFO Inc.
This document summarizes Germain Lamonde's presentation to investors at BMO Capital Markets on October 9, 2014. It discusses EXFO's position as a leading provider of telecom testing solutions, with a focus on portable optical testing and IP service assurance. It outlines EXFO's goals of increasing its presence in wireless and expanding share of wallet with tier-1 operators, while accelerating profitability. Financial highlights are provided showing EXFO's revenues, gross margins, R&D expenses, adjusted EBITDA, and net earnings. Key growth drivers in the telecom industry are also summarized.
Mobile / Mobile Apps - Presentation by Philipp Kandal, Founder of Skobbler at the NOAH 2012 Conference in San Francisco, Four Seasons Hotel on the 26th of June. www.noah-conference.com
Key Findings of the Study:
More than 3-fold increase in subscribers since 2008
64.4% of the current subscribers are urban
Total wireless segment accounts for 933.7mn
Wireline accounts for a 3.2% of the overall market
Welcome to the next generation of the services economy — where we have technology and business processes enmeshing with each other on a global scale — to unlock business value.
This document provides a summary of developments in the telecommunications industry in the Middle East and Africa from the summer 2012 issue of Comm. magazine.
The key developments discussed include:
1) Zain Group reported flat revenues and net income for the first half of 2012 despite adding 1.8 million new subscribers.
2) Qtel blamed foreign exchange losses for an 11.8% drop in first half net profit despite an 8% increase in EBITDA.
3) Etisalat's CEO indicated the UAE may amend laws to allow foreign ownership of Etisalat shares.
4) Qtel offered to acquire the remaining 47.5% stake in Wataniya Telecom it does
Teradata is a global leader in data warehousing and analytics. It has nearly 900 customers and over 2,000 installations worldwide. Teradata is publicly traded and is a member of the S&P 500. It has a global presence with offices worldwide and over 5,900 associates. Teradata's enterprise data warehouse solutions help customers integrate data across their organizations to make faster, smarter decisions.
Telecom Egypt - Re-initiation of Coverage - March 2016Mohamed Marei
This document provides an initiation of coverage report on Telecom Egypt by Prime Investment Research. It assigns Telecom Egypt a "Buy" rating and calculates a fair value per share of EGP 11.56, implying 54% upside potential from the current market price. The report outlines three valuation scenarios for Telecom Egypt: a base case assuming continuation of current operations, and two alternative scenarios if Telecom Egypt is successful in obtaining a mobile license. All scenarios indicate that Telecom Egypt is undervalued and a "Buy".
Motorola announced record second quarter sales and earnings, with sales up 17% to $8.83 billion and earnings per share up 52% to $0.38. Mobile device shipments reached a record 33.9 million units, representing 18.1% of the global market. All four of Motorola's business segments grew profitability. For the third quarter, Motorola expects sales between $8.9-9.1 billion and earnings per share of $0.27-0.29.
The document discusses mergers and acquisitions in the telecom industry in 2008-2009. It notes that M&A activity decreased in value in 2008 due to lower company valuations, but consolidation continued, especially among smaller players. In 2009, further consolidation is expected, especially among smaller companies, as larger players acquire promising technologies or markets. M&A activity remains strong in regions with continued growth like India, China, Southeast Asia, and Africa.
Melbourne IT reported financial results for the first half of 2012, with revenue increasing 2.5% to $89.8 million and EBIT growing 4% to $7.3 million compared to the first half of 2011. Digital Brand Services revenue was up 19% and EBIT up 86% due to growth in brand protection services. Enterprise Services also saw strong growth with revenue up 5% and EBIT increasing 225% through continued growth and reduced churn. The interim dividend was maintained at 7 cents per share.
This presentation provides an overview of Cummins Inc.'s performance in 2006 and outlook for 2007 and beyond. Some key points:
- 2006 was the best year in Cummins' history with record revenue of $11.4 billion, EBIT of $1.2 billion, and net earnings of $715 million.
- Cummins is outperforming its peer group with faster growth in net income and operating cash flow compared to revenue.
- The company has four complementary business segments - engines, power generation, distribution, and components.
- Cummins aims to continue profitable growth through market leadership, new product introductions, and global expansion across all segments.
- Challenges include globalization,
The document provides an annual review and financial highlights for ALLTEL for 2004. Key points include:
- ALLTEL focused on improving customer service through initiatives in retail stores and call centers. This led to reductions in wireless churn and increases in higher-revenue customers.
- Wireless additions grew to over 600,000 customers and broadband additions reached over 90,000. Wireless and broadband revenues increased.
- Financial results were positive with $1 billion in net income, a 15% return on equity, and $2.5 billion in cash from operations.
- The company remained committed to delivering shareholder value and customer service while addressing industry changes through strategic mergers and evaluating wireline operations.
Celestica is a global electronics manufacturing services company headquartered in Toronto, Canada. It operates over 40 manufacturing sites across the Americas, Europe, and Asia. Celestica provides end-to-end product design, manufacturing, repair, and supply chain solutions for OEM customers in industries such as computing, communications, healthcare, industrial, and clean technology. In recent years, Celestica has redeemed outstanding bonds, completed a secondary offering of shares, and continued to expand its global manufacturing footprint.
Citigroup 19th Annual Global Industrial Manufacturing Conferencefinance10
Pat Campbell, Sr. Vice President and CFO of 3M, presented at the Citigroup 19th Annual Global Industrial Manufacturing Conference. The presentation summarized 3M's financial results for 2005, including 5.8% sales growth to $21.2 billion and 13.6% EPS growth to $4.26. It also outlined 3M's strategy of driving growth through its technology platforms, global infrastructure, and presence in emerging markets.
This document provides an overview of EXFO, a company that provides testing and service assurance solutions for telecommunications network operators. It summarizes EXFO's business, financial performance, growth strategy, markets, and competitive positioning. Key points include that EXFO is the number 2 supplier in portable telecom testing, has gained market share for 28 years, and its goal is to increase its presence in wireless markets, expand business with Tier 1 operators, and accelerate profitability through execution of its growth strategy.
Needham Annual Growth Conference - Germain LamondeEXFO Inc.
Germain Lamonde, Chairman, President, and CEO of EXFO, presented at the Needham Annual Growth Conference on January 14, 2014. He discussed EXFO's position as the number two supplier in portable telecom testing and an innovation leader in IP service assurance. While markets have been difficult in the past two fiscal years, EXFO has gained market share year after year for 28 years. Lamonde outlined EXFO's growth strategy of increasing its wireless presence, enabling operators to reduce operating expenses, expanding its share of wallet with tier-1 operators, and accelerating profitability. He believes EXFO is well positioned for growth drivers in mobile networks and that executing its strategy can increase revenue and earnings.
Marketing with BMO Capital Markets Oct 2013EXFO Inc.
The document summarizes EXFO's business and financial results for fiscal year 2013. It discusses EXFO's position in the portable telecom testing market, their global organization, growth drivers in the telecom industry, and their strategies to increase market share in wireless and expand profitability. Key highlights include annual sales of $242.2 million in FY2013, gross margin of 61.8%, and adjusted EBITDA margin of 7.2%. Q4 2013 sales increased 6.5% year-over-year to $60.9 million with gross margin of 62.9% and adjusted EBITDA of $7.1 million.
Marketing Day with Stifel Nicolaus - Germain LamondeEXFO Inc.
The document summarizes EXFO's business and financial results. It discusses EXFO's position in the telecom testing market, growth strategy focused on wireless and protocol testing, innovation in products, and the EXFO Connect platform for reducing customer costs. Financially, it highlights EXFO's sales growth, improving gross margins, and target to increase adjusted EBITDA margins to 15% medium-term through revenue growth and expense control. Recent acquisitions and a $2M order were also noted.
- The document is a presentation by Germain Lamonde, Chairman and CEO of EXFO, given at the Cowen and Company TMT Conference on June 2, 2016.
- It discusses EXFO's business, including its leadership in portable optical testing, service assurance software, and focus on protocol-layer solutions to drive revenue and earnings growth.
- EXFO is targeting $20 million in adjusted EBITDA for fiscal year 2016, an increase of at least $2 million from the previous target, as it benefits from a richer protocol mix and margin expansion.
Jan 2014 Annual Meeting AGM- Germain Lamondeemarketingexfo
The document provides an overview of EXFO's financial highlights for fiscal year 2013 and the first quarter of 2014. Some key points:
- FY2013 sales were $242.2 million, down 3.1% year-over-year. Net earnings were $1.3 million compared to a $3.6 million loss in 2012.
- Adjusted EBITDA for FY2013 was $17.3 million, representing 7.2% of sales and flat margins year-over-year.
- Q1 2014 sales totaled $56.0 million with a book-to-bill ratio of 1.03. Adjusted EBITDA was $2.3 million.
- The
Jan 2014 Annual Meeting AGM - Germain LamondeEXFO Inc.
The document provides an overview of EXFO's financial highlights for fiscal year 2013 and the first quarter of 2014. Some key points:
- FY2013 sales were $242.2 million, down 3.1% year-over-year. Net earnings were $1.3 million compared to a $3.6 million loss in 2012.
- Adjusted EBITDA for FY2013 was $17.3 million, representing 7.2% of sales and flat margins year-over-year.
- Q1 2014 sales totaled $56.0 million with a book-to-bill ratio of 1.03. Adjusted EBITDA was $2.3 million.
- The
Stifel Technology Conference - February 2015EXFO Inc.
- EXFO provides testing, monitoring and analytics solutions for telecommunications network operators and service providers.
- The company is pursuing a growth strategy focused on increasing sales, market share gains in wireless, and evolving into a solutions supplier to deliver higher margins.
- Key contract wins and an acquisition were mentioned as supporting the transition to more comprehensive solutions and services.
- Financial results for Q1 2015 showed sales growth and improved gross margin and adjusted EBITDA compared to the same period last year.
This document provides an overview of Wipro's presentation to investors for April-June 2011. It begins with a safe harbor statement noting uncertainties in forward-looking statements. The agenda includes discussing Wipro's differentiation, track record on performance, overall market opportunity, and strategy to remain differentiated in the future. Under track record, Wipro has grown revenue and net income at a 27% CAGR for the last 7 years. Its IT services business has also grown at a 26% CAGR. The overall market opportunity section notes that the Indian IT-BPO sector is expected to grow at a 13-20% CAGR through 2020. Wipro's current differentiation includes a broad portfolio, strong presence in key markets like
This document provides an overview of Wipro's presentation to investors for April-June 2011. It begins with a safe harbor statement noting uncertainties in forward-looking statements. The agenda includes discussing Wipro's differentiation, track record on performance, overall market opportunity, and strategy to remain differentiated in the future. Under track record, Wipro has grown revenue and net income at a 27% CAGR for the last 7 years. Its IT services business has also grown at a 26% CAGR. The overall market opportunity section notes that the Indian IT-BPO sector is expected to grow at a 13-20% CAGR through 2020. Wipro's current differentiation includes a broad portfolio, strong presence in key markets like
This document summarizes Germain Lamonde's presentation to shareholders at EXFO's 2015 Annual Meeting. Some key points:
- FY 2015 sales were $222.1 million, flat on a constant currency basis with weakness in EMEA. Adjusted EBITDA was $13.8 million.
- EXFO is focusing on key transformations like an end-to-end analytics solution and unified software architecture.
- Growing consumer and business trends around mobility, broadband, and IoT present opportunities for EXFO like field automation, end-to-end visibility, and fiber network testing.
- EXFO's growth strategy focuses on transforming into a solutions partner, expanding with tier-1 customers, acceler
X-as-a-Service: Impact on the Global Sourcing MarketStanton Jones
This document provides an overview of "X-as-a-Service" and its impact on the global sourcing market from the perspective of Information Services Group (ISG). The presentation discusses how cloud computing is changing external sourcing models and internal operating models. It highlights what ISG is seeing in the market, including increased adoption of SaaS and gradual transition to dedicated infrastructures through IaaS. Key adoption barriers around security, commercial terms, and financials are also noted.
EXFO Marketing with GMP Securities oct 2016EXFO Inc.
- The document discusses EXFO's strategy and financial highlights. It notes that EXFO provides multi-technology test and service assurance solutions and is a leader in portable optical testing.
- EXFO's growth strategy focuses on expanding market share with top network operators, accelerating penetration of new markets like data centers, and increasing its presence in wireless.
- Financially, EXFO exceeded profitability targets in FY2016 with adjusted EBITDA of $22M, up 60% YoY, on 4.7% sales growth to $232.6M. Gross margin was 62.6% for the year.
EXFO provides testing, monitoring and analytics solutions for telecommunications service providers. The document summarizes EXFO's strategy to increase market share in wireless and evolve into a solutions provider to deliver higher margins. It highlights key contract wins supporting network visibility and productivity. Management aims to balance sales growth with profitability, targeting an adjusted EBITDA margin of 15% in the medium term. Q1 2015 results showed sales growth and improved gross margin year-over-year.
The document is a presentation by Philippe Morin, CEO of EXFO, given at the Needham Growth Conference on January 16, 2019. It summarizes EXFO's Q1 2019 financial results, including $69.2 million in revenue and $2.7 million in adjusted EBITDA. It also outlines EXFO's test and measurement and systems and services product lines, key growth areas in fiber and 5G networks, and recent contract wins supporting 5G deployments and network transformations.
Marketing Day with BMO Capital Markets - Jan2020EXFO Inc.
Philippe Morin, CEO of EXFO, presented at a marketing day with BMO Capital Markets on January 8, 2020. In fiscal year 2019, EXFO saw bookings grow 11.2% year-over-year to $297.8 million while revenue increased 6.4% to $286.9 million. EXFO's net loss was reduced 79.8% year-over-year to $2.5 million. For fiscal year 2020, EXFO has set a profitability target of $24 million in adjusted EBITDA. EXFO is well positioned for growth driven by fiber buildouts and 5G deployments through its test and measurement and service assurance, systems and services offerings.
ViewCast develops hardware and software to capture, manage and deliver digital media over broadband networks. Their products help broadcasters, businesses and governments distribute content to multiple devices. Digital media traffic is growing significantly and ViewCast's addressable market has doubled with a recent acquisition. They have experienced four consecutive quarters of revenue growth while reducing losses. ViewCast aims to accelerate growth through expanding sales, new products and potential acquisitions.
Morgan Stanley Basic Materials Conferencefinance10
1) 3M's international operations represent its largest growth platform.
2) In 2005, international sales grew 5.8% with organic local-currency growth of 4.1% and acquisitions contributing 1.0% to growth.
3) Asia Pacific sales grew 10.6% in local currency in 2005.
EXFO Investor Spring presentation - May17 2021EXFO Inc.
This investor presentation discusses EXFO's Q2 2021 results and future opportunities. EXFO reported revenue of $69.3M for Q2 2021, up 25.2% year-over-year, with a book-to-bill ratio of 1.15. The acquisition of InOpticals expands EXFO's test portfolio into high-speed 400G/800G markets. EXFO is also focusing on 5G, fiber, and cloud investments through its test and measurement and service assurance and analytics solutions. These addressable markets are estimated at $1.1B and $2B respectively, with growth drivers including FTTx, 5G, and cloud-native networks.
Marketing day with BMO Capital Markets - Feb 17 2021EXFO Inc.
This document is the transcript from a marketing day presentation by Philippe Morin, CEO of EXFO, held on February 17, 2021. It summarizes EXFO's financial results for FY 2020 and Q1 2021, which were negatively impacted by the coronavirus pandemic. It outlines EXFO's focus on the growth areas of 5G, fiber, and cloud-native networks. It also describes EXFO's test and monitoring portfolio and recent acquisition of InOpticals to expand into high-speed testing. The presentation promotes EXFO's solutions for service assurance and fiber inspection.
Philippe Morin, CEO of EXFO, presented at the Needham & Co. Growth Conference on January 13, 2021. In the presentation, Morin discussed EXFO's results for FY2020 and Q1 2021, which were negatively impacted by the coronavirus pandemic. However, EXFO has realigned investments to focus on growth areas like 5G, fiber, and cloud. Morin also provided an overview of EXFO's test and monitoring portfolio and highlighted recent contract wins and innovations that position the company for growth in optical and service assurance markets.
The document is an investor presentation from EXFO that discusses forward-looking statements, EXFO's 2020 financial results, key pain points faced by their customers in the telecommunications industry, and EXFO's solutions and market position. It provides an overview of EXFO's business including their test and measurement and service assurance and analytics solutions, key growth drivers in the industry, and reasons to invest in EXFO.
The document is an investor presentation from EXFO that discusses forward-looking statements and provides an overview of the company's performance in fiscal year 2020 and third quarter 2020 results. It also outlines EXFO's service assurance platform and how it addresses challenges faced by communications service providers, along with opportunities from industry transformations. Finally, it reviews EXFO's market position and reasons for investing in the company.
Philippe Morin, CEO of EXFO, presented at the Needham Growth Conference on January 15, 2020. He discussed EXFO's position in the optical test and communications monitoring markets. In FY 2019, EXFO's bookings grew 11.2% to $297.8 million while revenue increased 6.4% to $286.9 million and cash flows from operations improved 20%. For FY 2020, EXFO's profitability target is adjusted EBITDA of $24 million. EXFO aims to address customer pain points around rising network complexity and costs through its test, monitoring and analytics solutions.
Marketing Day with Canaccord Genuity - Dec 2019EXFO Inc.
Philippe Morin, CEO of EXFO, presented at a Canaccord Genuity marketing day on December 4, 2019. EXFO is positioned for growth driven by fiber buildouts and 5G deployments. In fiscal year 2019, EXFO's bookings grew 11.2% to $297.8 million and adjusted EBITDA surged 48.8% to $25.6 million, surpassing its target of $24 million. EXFO also achieved several major contract wins positioning it well for growth in the service assurance and analytics market.
EXFO at Canaccord Genuity Growth Conference Aug 2019EXFO Inc.
This document contains the presentation slides from Philippe Morin, CEO of EXFO, at the Canaccord Genuity Growth Conference on August 8, 2019. The presentation discusses EXFO's position in the optical test equipment and communications monitoring markets, recent financial results including increased bookings and revenue growth, and opportunities for growth through fiber buildouts and 5G deployments. Key contracts and product launches are highlighted that position EXFO for continued success.
Philippe Morin, CEO of EXFO, presented at the CIBC Technology & Innovation Conference on May 14, 2019. In the presentation, he discussed EXFO's position in the optical test equipment and communications monitoring markets. He also provided an overview of EXFO's financial results for Q2 2019 and FY 2018, including revenue growth and adjusted EBITDA. Finally, he outlined EXFO's portfolio of test, monitoring, and analytics solutions and its opportunities for growth driven by fiber buildouts and 5G deployments.
EXFO Marketing with National Bank Financial Jan 2019 EXFO Inc.
Philippe Morin is the CEO of EXFO, which provides test, monitoring and analytics solutions for the communications industry. EXFO reported revenue growth of 10.8% in fiscal year 2018 to $269.5 million, but an IFRS net loss of $11.9 million. The acquisition of Astellia expanded EXFO's capabilities in mobile network monitoring and analytics. EXFO is reorganizing operations to improve efficiency and lower costs, with the goal of increasing adjusted EBITDA to $24 million in fiscal year 2019.
EXFO Annual General and Special Meeting Jan 2019EXFO Inc.
The document discusses EXFO's annual general and special meeting. It begins with forward-looking statements and cautions that any predictions involve risks and uncertainties. It then provides an overview of EXFO's FY2018 results, including $11.9M in net loss, $17.2M in adjusted EBITDA, and $269.5M in revenue. It outlines EXFO's strategic reorganization, including a workforce reduction and cost savings measures to strengthen profitability. Finally, it discusses priorities for FY2019-2021, including profitability through adjusted EBITDA targets and generating cash flows from operations.
This document contains the quarterly financial results and an overview of EXFO Inc. for Q4 2018. It discusses EXFO's position as the number one provider of optical test equipment and top five in communications monitoring. Key highlights include revenue increasing 9.9% year-over-year for Q4 2018. EXFO also recently acquired Astellia to expand into mobile network monitoring and analytics. The acquisition is expected to provide cross-selling opportunities and synergies through technology integration. EXFO is reorganizing operations to reduce costs and better target high-growth business segments as it commits to strengthening profitability.
Canaccord Genuity Growth Conference Aug 2018EXFO Inc.
This document discusses EXFO's performance and future opportunities. It provides an overview of EXFO, including that it is the number one company in the optical test equipment market and top five in the communications monitoring market. It then summarizes EXFO's Q3 2018 results and acquisition of Astellia. The acquisition expands EXFO's mobile network monitoring and analytics capabilities. Finally, it outlines reasons for investing in EXFO, including its positioning for growth areas like fiber and 5G, innovation capabilities, strong cash flows, and experienced leadership team.
This document contains the presentation slides from Philippe Morin, CEO of EXFO, at the Needham Growth Conference on January 17, 2018. The summary is:
EXFO is a leading provider of test, monitoring and analytics solutions for communications networks. It has over 1600 employees globally and reported $243 million in revenue for fiscal year 2017, a 4.6% increase. EXFO is well positioned for growth areas like fiber, cloud, network virtualization and 5G. For the first quarter of 2018, EXFO reported $63.4 million in revenue and $6.1 million in adjusted EBITDA, with a margin of 9.6%.
Annual General and Special meeting Jan 2018EXFO Inc.
This document contains the forward-looking statements of EXFO for its annual general and special meeting. It discusses EXFO's fiscal year 2017 results which included $243.3 million in revenue, $22 million in adjusted EBITDA, and $12.9 million in cash flows from operations. The document also provides an overview of EXFO's product family sales, geographical sales, M&A strategy including recent acquisitions, an update on the pending Astellia acquisition, new credit facilities, and EXFO's Q1 2018 results and financial outlook.
Marketing with National Bank Financial Nov 2017EXFO Inc.
The document discusses EXFO's Q4 2017 financial results and outlook. It notes that EXFO reported $63 million in revenue and $8.5 million in adjusted EBITDA for Q4 2017. The document also highlights several growth drivers for EXFO including fiber deployment, cloud computing, network virtualization and 5G networks. Finally, it summarizes why EXFO represents a good investment opportunity due to its positioning for growth, healthy profitability, strong balance sheet and leadership team.
Canaccord Genuity Growth Conference August 2016EXFO Inc.
- The document discusses EXFO's position in the telecommunications testing market and its strategy for growth. It highlights EXFO's leadership in portable optical testing and service assurance software.
- EXFO's growth strategy focuses on transforming into an end-to-end solutions partner, expanding share of wallet with tier-1 operators, accelerating penetration of data center markets, and increasing its wireless presence.
- EXFO is well positioned for key growth drivers like 5G, wireless backhaul, and fiber deployments. It aims to balance sales growth with profitability and has a solid balance sheet with no debt.