SlideShare a Scribd company logo
1 of 18
INVESTOR OVERVIEW
MARCH 2018
SAFE HARBOR STATEMENT
2
Certain statements discussed in this press release constitute forward-looking statements within the meaning of the Private Securities Litigation Reform Act of 1995. These forward-looking
statements generally relate to our plans, estimates, objectives and expectations for future events, as well as, projections, business trends, and other statements that are not historical facts.
Such forward-looking statements, including those concerning our expectations, are subject to known and unknown risks and uncertainties, some of which are beyond ORBCOMM’s control,
which may cause ORBCOMM’s actual results, performance or achievements, or industry results, to be materially different from any future results, performance or achievements expressed or
implied by such forward-looking statements. These risks and uncertainties include but are not limited to: demand for and market acceptance of our products and services and our ability to
successfully implement our business plan; our dependence on our subsidiary companies (Market Channel Affiliates (“MCAs”)) and third party product and service developers and providers,
distributors and resellers (Market Channel Partners (“MCPs”)) to develop, market and sell our products and services, especially in markets outside the United States; substantial losses we have
incurred and may continue to incur; the inability to effect suitable investments, alliances and acquisitions, and even if we are able to make acquisitions, the failure to integrate and effectively
operate the acquired businesses and the exposure to additional risks, such as unexpected costs, contingent or other liabilities, or weaknesses in internal controls, and issues related to non-
compliance with domestic and foreign laws, particularly in acquisitions of foreign businesses; our dependence on significant customers for a substantial portion of our revenues, including key
customers such as Caterpillar Inc., Komatsu Ltd., Hub Group, Onixsat and Satlink S.L.; our ability to expand our business outside the United States, including risks related to the economic,
political and other conditions in foreign countries in which we do business, including fluctuations in foreign currency exchange rates; our dependence on a few significant vendors, service
providers or suppliers, as well as the loss or disruption or slowdown in the supply of products and services from these key vendors, such as our SkyWave business’s dependence on its
commercial relationship with Inmarsat plc and the services provided by Inmarsat plc, including the continued availability of Inmarsat plc’s satellites, the supply of subscriber communicators
from Sanmina Corporation and Quake Global, or the supply of application specific integrated circuits (ASICs) from S3 Group; competition from existing and potential telecommunications
competitors, including terrestrial-based and satellite-based network providers, some of which provide wireless network services to our customers in connection with our products and services;
our reliance on intellectual property rights and the risk that we, our MCAs, our MCPs and our customers may infringe on the intellectual property rights of others; inability to operate due to
changes or restrictions in the political, legal, regulatory, government, administrative and economic conditions and developments in the United States and other countries and territories in
which we provide our services; legal proceedings; the failure of our system or reductions in levels of service due to technological malfunctions or deficiencies or other events, such as in-orbit
satellite failures, reduced performance of our existing satellites, or man-made or natural disasters and other extreme events; rapid and significant technological changes, pricing pressures and
other competitive factors; cybersecurity risks; our substantial indebtedness, currently $250 million, including the restrictive covenants under the indenture governing our notes, and other
terms that could restrict our business activities or our ability to execute our strategic objectives, limit our operating flexibility or adversely affect our financial performance, all of which could be
exacerbated if we incur additional indebtedness; and the other risks described in our filings with the Securities and Exchange Commission (“SEC”). For more detail on these and other risks,
please see our Annual Report on Form 10-K, including Part I, Item 1A. “Risk Factors” and Part II, Item 7. “Management’s Discussion and Analysis of Financial Condition and Results of
Operations,” and elsewhere in our Annual Report on Form 10-K, and other documents, on file with the SEC. ORBCOMM undertakes no obligation to publicly revise any forward-looking
statements or cautionary factors, except as required by law.
C O N N E C T I N G T H E W O R L D ’ S A S S E T S • O R B C O M M P R O P R I E T A R Y
3
ORBCOMM’S EVOLUTION
25 YEARS AGO
ORBCOMM BEGAN AS A PIONEER IN MACHINE-TO-MACHINE
COMMUNICATION TECHNOLOGY. LONG BEFORE THE
INTERNET OF THINGS BECAME A COMMON TERM, WE WERE
CONNECTING ENTERPRISE ASSETS.
TODAY, WE OFFER THE INDUSTRY’S BROADEST ARRAY OF
INDUSTRIAL IoT SOLUTIONS, DELIVERING INFORMATION
THAT IMPROVES ROI.
C O N N E C T I N G T H E W O R L D ’ S A S S E T S • O R B C O M M P R O P R I E T A R Y
4
CONNECTING THE WORLD’S ASSETS
C O N N E C T I N G T H E W O R L D ’ S A S S E T S • O R B C O M M P R O P R I E T A R Y
COMPONENTS TO COMPLETE IOT SOLUTIONS
ORBCOMM has the broadest array of
capabilities in the industry, with leading-edge
hardware, multiple network connectivity
options and applications that deliver
advanced asset analytics.
5
Devices and sensors to track,
monitor and control assets
11 satellite and cellular networks for
flexible connectivity with seamless device
and subscriber management
SaaS and mobile applications for remote
asset monitoring and management
C O N N E C T I N G T H E W O R L D ’ S A S S E T S • O R B C O M M P R O P R I E T A R Y
6
ORBCOMM BY THE NUMBERS
800 Employees and full-time
contractors in 18 countries
100 Technology patents
400 Engineers and technical
experts across 15 disciplines
147 Customer care staff
providing 24x7 support
125
Sales account managers
and support with vertical
expertise
$45 Million
Adjusted EBITDA in 2017
2.03 Million
Global subscriber communicators
$135 Million
Service Revenue growth of 20% in 2017
$254 Million
Total Revenue growth of 36% in 2017
C O N N E C T I N G T H E W O R L D ’ S A S S E T S • O R B C O M M P R O P R I E T A R Y
7
THE RACE TO SCALE
2000
OG1 satellite
network
2008
Entered AIS business
2011
Acquired StarTrak
Long-haul cold chain
2012
Acquired LMS (PAR)
Private fleet cold chain
2013
Acquired MobileNet,
GlobalTrak & SENS
Heavy equipment
solutions & government
security
2014
Built devices for trailer
tracking and intermodal
container monitoring
2014 - 2015
Launched OG2 satellites
Acquired SkyWave
IDP satellite products
Built interchangeable modems
2015
Acquired WAM
Sea containers
Partner with
AT&T
2004
Started opportunities
with Caterpillar
and GE
2016
Partner with
Doosan and Carrier
2017
Acquired inthinc & Blue Tree
Vehicle fleet management
and truck in-cab
BUILD • BUY • PARTNER
C O N N E C T I N G T H E W O R L D ’ S A S S E T S • O R B C O M M P R O P R I E T A R Y
8
MORE THAN A DECADE OF GROWTH2006
Q1
Q2
Q3
2007
Q1
Q2
Q3
2008
Q1
Q2
Q3
2009
Q1
Q2
Q3
2010
Q1
Q2
Q3
2011
Q1
Q2
Q3
2012
Q1
Q2
Q3
2013
Q1
Q2
Q3
2014
Q1
Q2
Q3
2015
Q1
Q2
Q3
2016
Q1
Q2
Q3
2017
QUARTERLY SUBSCRIBER COMMUNICATORS
~250k
~500k
2.03M
C O N N E C T I N G T H E W O R L D ’ S A S S E T S • O R B C O M M P R O P R I E T A R Y
9
A WORLD-CLASS CUSTOMER BASE
C O N N E C T I N G T H E W O R L D ’ S A S S E T S • O R B C O M M P R O P R I E T A R Y
10
SUCCESS STORY: HUB GROUP
C O N N E C T I N G T H E W O R L D ’ S A S S E T S • O R B C O M M P R O P R I E T A R Y
Challenge
Efficiently manage a fleet of 29,000 intermodal
containers throughout North America
Solution
ORBCOMM developed a customized solution providing
real-time status and location of its container fleet.
Result
Increased operational efficiency, reduced costs
Developed new revenue opportunities
Enhanced customer satisfaction
Achieved ROI within one year
Investing in Hub’s solution creates opportunities with larger intermodal operators
“We have estimated [savings]…at around
$6 million on an annualized basis once the
entire fleet is up and running.”
Mark Yeager, Former Vice Chairman & COO
Hub Group
“We can actually be a lot more proactive...
it should help reduce container dwell times
by at least a half a day.”
Dave Yeager, Chairman & CEO
Hub Group
THE INDUSTRIAL IoT MARKET IS TAKING OFF
C O N N E C T I N G T H E W O R L D ’ S A S S E T S • O R B C O M M P R O P R I E T A R Y 11
The market is heavily driven by specific use case scenarios - track, control, monitor
and communicate with fixed and mobile assets located throughout the world
• Companies are looking for end-to-end solutions to increase
customer satisfaction, improve quality, support new business
models (such as data-driven services), and reduce costs.
• Predictive maintenance, track and trace, and fleet
management are leading applications.
• Transportation and logistics, utilities, and discrete
manufacturing will be the three largest sectors.
2015
$63B*
2020
$267B*
IoT has the potential to be ‘utterly transformative’ for non-technology companies.
*Boston Consulting Group (BCG), 2017
THE INDUSTRIAL IoT MARKET IS TAKING OFF
C O N N E C T I N G T H E W O R L D ’ S A S S E T S • O R B C O M M P R O P R I E T A R Y 12
• 60% of growth by 2020 will come from applications/analytics and services.
• All layers of technology stack will have at least 20% CAGR 2015-2020.
IoT has the potential to be ‘utterly transformative’ for non-technology companies.
$- $10 $20 $30 $40 $50 $60 $70 $80 $90
IoT Backbone (Platform)
Identity and Security
Communications
Connected Things (Devices)
Services
IoT Applications/Analytics
Total IoT Spending in 2020 ($B)
SERVING ALL TRANSPORTATION ASSET CLASSES
With the addition of inthinc and Blue Tree,
ORBCOMM provides the most complete,
integrated transportation solution offering –
from in-cab fleet vehicles to refrigerated
assets to dry vans – all visible in a single
platform, strengthening our leadership
position in the global industrial IoT.
C O N N E C T I N G T H E W O R L D ’ S A S S E T S • O R B C O M M P R O P R I E T A R Y 13
TOP OPPORTUNITIES FOR GROWTH
ORBCOMM is well-positioned in multiple growth categories to capture the future.
C O N N E C T I N G T H E W O R L D ’ S A S S E T S • O R B C O M M P R O P R I E T A R Y 14
15
NETWORK AGNOSTIC SATELLITE CONNECTIVITY
C O N N E C T I N G T H E W O R L D ’ S A S S E T S • O R B C O M M P R O P R I E T A R Y
Only ORBCOMM offers the best combination of geographic coverage,
regulatory authorizations, the fastest service, and the largest message payloads.
Standard Platform
Redundancy
Complementary Regulatory Approvals
LOW-EARTH ORBIT NETWORK
• Urban canyon coverage
• No line of sight
• Lowest cost
GEOSTATIONARY NETWORK
• Sub-30 second latency
• Regulatory approvals – China
• Biggest payload
• Significant marine advantage
16
EXPANDING THE TOTAL ADDRESSABLE MARKET
C O N N E C T I N G T H E W O R L D ’ S A S S E T S • O R B C O M M P R O P R I E T A R Y
Trailers
In-Cab, Trucks
Rail
Small Machines
Large Machines
Service Vehicles
Pipelines
Tanks
Commercial Utility Metering
Military Vehicles
Containers
Police/Fire/First Responders
Commercial Buoys
Commercial Ships
Recreational Ships
OG1 OG2 Dual Mode IDP COMBINED
Transportation
Heavy Equipment
Energy
Maritime
Government& Security
17
2011 StarTrak Transportation (cold chain)
2012 Par Logistics Management Transportation (cold chain)
2013 MobileNet Heavy equipment and rail
GlobalTrak Government and security
2014 Euroscan Transportation (cold chain)
2015 SkyWave Government, maritime, mining,
energy and transportation
InSync Application enablement
WAM Technologies Sea containers, cold chain, gensets
2017 Inthinc Fleet management, driver safety
Blue Tree Systems Fleet management, driver safety
EXPANSION VIA STRATEGIC ACQUISITIONS
C O N N E C T I N G T H E W O R L D ’ S A S S E T S • O R B C O M M P R O P R I E T A R Y 1: Shipments began in 4Q14 2: 5-year agreement
200,000+
Subscribers
23,000
Subscriber Opportunity
1
28,000
Subscriber Opportunity
50,000
Subscriber Opportunity
2
$4.8M
Opportunity
LEADER IN INDUSTRIAL IoT SOLUTIONS DELIVERING
SIGNIFICANT SHAREHOLDER VALUE
18
Successful Execution
Growing Subscriber Base
High Margin Recurring Revenues
Strong Financial Discipline
New Products & Services
Large Recent Customer Wins
Growth and Innovation
Recurring Service Revenue
Significant Operating Leverage
Cost Control, Expand Margins
New Markets & Geographies
Expand Market Share
C O N N E C T I N G T H E W O R L D ’ S A S S E T S • O R B C O M M P R O P R I E T A R Y

More Related Content

What's hot

ORBCOMM Investor Overview
ORBCOMM Investor OverviewORBCOMM Investor Overview
ORBCOMM Investor OverviewORBCOMM Inc.
 
ORBCOMM Investor Overview
ORBCOMM Investor OverviewORBCOMM Investor Overview
ORBCOMM Investor OverviewORBCOMM Inc.
 
ORBCOMM Investor Overview
ORBCOMM Investor OverviewORBCOMM Investor Overview
ORBCOMM Investor OverviewORBCOMM Inc.
 
ORBCOMM Investor Overview
ORBCOMM Investor OverviewORBCOMM Investor Overview
ORBCOMM Investor OverviewORBCOMM Inc.
 
ORBCOMM Investor Overview
ORBCOMM Investor OverviewORBCOMM Investor Overview
ORBCOMM Investor OverviewORBCOMM Inc.
 
ORBCOMM Investor Overview
ORBCOMM Investor OverviewORBCOMM Investor Overview
ORBCOMM Investor OverviewORBCOMM Inc.
 
Mind revenue release-q1-2021
Mind revenue release-q1-2021Mind revenue release-q1-2021
Mind revenue release-q1-2021MIND CTI
 
February 2017 Calix Investor Presentation
February 2017 Calix Investor PresentationFebruary 2017 Calix Investor Presentation
February 2017 Calix Investor PresentationCalixInc
 
Presentation0512team2
Presentation0512team2Presentation0512team2
Presentation0512team2Shutong Xie
 
Telco 2.0 Platforms Research Methodology 18 Sep 09
Telco 2.0   Platforms Research Methodology 18 Sep 09Telco 2.0   Platforms Research Methodology 18 Sep 09
Telco 2.0 Platforms Research Methodology 18 Sep 09Simon Torrance
 
The Compliance Avalanche - why Regtech is the only workable solution
The Compliance Avalanche - why Regtech is the only workable solutionThe Compliance Avalanche - why Regtech is the only workable solution
The Compliance Avalanche - why Regtech is the only workable solutionRedland
 
May 2016 calix investor presentation
May 2016 calix investor presentationMay 2016 calix investor presentation
May 2016 calix investor presentationCalixInc
 
London leads growth in RegTech investments. Research by FinTech Global, Jan 2017
London leads growth in RegTech investments. Research by FinTech Global, Jan 2017London leads growth in RegTech investments. Research by FinTech Global, Jan 2017
London leads growth in RegTech investments. Research by FinTech Global, Jan 2017FINTECH GLOBAL
 
03 regulatory landscape&regtech
03 regulatory landscape&regtech03 regulatory landscape&regtech
03 regulatory landscape&regtechinnov-acts-ltd
 
2017 may calix investor presentation
2017 may calix investor presentation2017 may calix investor presentation
2017 may calix investor presentationCalixInc
 
Industrial plan 2015 2017
Industrial plan 2015 2017Industrial plan 2015 2017
Industrial plan 2015 2017TIM RI
 
Investor Update - Feb 2014
Investor Update - Feb 2014Investor Update - Feb 2014
Investor Update - Feb 2014rdlcom
 
SOBR Safe First Quarter 2020 Investor Presentation
SOBR Safe First Quarter 2020 Investor Presentation SOBR Safe First Quarter 2020 Investor Presentation
SOBR Safe First Quarter 2020 Investor Presentation RedChip Companies, Inc.
 
International Opportunities for Asian MVNOs and Service Providers
International Opportunities for Asian MVNOs and Service ProvidersInternational Opportunities for Asian MVNOs and Service Providers
International Opportunities for Asian MVNOs and Service ProvidersCartesian (formerly CSMG)
 

What's hot (20)

ORBCOMM Investor Overview
ORBCOMM Investor OverviewORBCOMM Investor Overview
ORBCOMM Investor Overview
 
ORBCOMM Investor Overview
ORBCOMM Investor OverviewORBCOMM Investor Overview
ORBCOMM Investor Overview
 
ORBCOMM Investor Overview
ORBCOMM Investor OverviewORBCOMM Investor Overview
ORBCOMM Investor Overview
 
ORBCOMM Investor Overview
ORBCOMM Investor OverviewORBCOMM Investor Overview
ORBCOMM Investor Overview
 
ORBCOMM Investor Overview
ORBCOMM Investor OverviewORBCOMM Investor Overview
ORBCOMM Investor Overview
 
ORBCOMM Investor Overview
ORBCOMM Investor OverviewORBCOMM Investor Overview
ORBCOMM Investor Overview
 
Mind revenue release-q1-2021
Mind revenue release-q1-2021Mind revenue release-q1-2021
Mind revenue release-q1-2021
 
February 2017 Calix Investor Presentation
February 2017 Calix Investor PresentationFebruary 2017 Calix Investor Presentation
February 2017 Calix Investor Presentation
 
Presentation0512team2
Presentation0512team2Presentation0512team2
Presentation0512team2
 
IGEN - Investor Presentation
IGEN - Investor PresentationIGEN - Investor Presentation
IGEN - Investor Presentation
 
Telco 2.0 Platforms Research Methodology 18 Sep 09
Telco 2.0   Platforms Research Methodology 18 Sep 09Telco 2.0   Platforms Research Methodology 18 Sep 09
Telco 2.0 Platforms Research Methodology 18 Sep 09
 
The Compliance Avalanche - why Regtech is the only workable solution
The Compliance Avalanche - why Regtech is the only workable solutionThe Compliance Avalanche - why Regtech is the only workable solution
The Compliance Avalanche - why Regtech is the only workable solution
 
May 2016 calix investor presentation
May 2016 calix investor presentationMay 2016 calix investor presentation
May 2016 calix investor presentation
 
London leads growth in RegTech investments. Research by FinTech Global, Jan 2017
London leads growth in RegTech investments. Research by FinTech Global, Jan 2017London leads growth in RegTech investments. Research by FinTech Global, Jan 2017
London leads growth in RegTech investments. Research by FinTech Global, Jan 2017
 
03 regulatory landscape&regtech
03 regulatory landscape&regtech03 regulatory landscape&regtech
03 regulatory landscape&regtech
 
2017 may calix investor presentation
2017 may calix investor presentation2017 may calix investor presentation
2017 may calix investor presentation
 
Industrial plan 2015 2017
Industrial plan 2015 2017Industrial plan 2015 2017
Industrial plan 2015 2017
 
Investor Update - Feb 2014
Investor Update - Feb 2014Investor Update - Feb 2014
Investor Update - Feb 2014
 
SOBR Safe First Quarter 2020 Investor Presentation
SOBR Safe First Quarter 2020 Investor Presentation SOBR Safe First Quarter 2020 Investor Presentation
SOBR Safe First Quarter 2020 Investor Presentation
 
International Opportunities for Asian MVNOs and Service Providers
International Opportunities for Asian MVNOs and Service ProvidersInternational Opportunities for Asian MVNOs and Service Providers
International Opportunities for Asian MVNOs and Service Providers
 

Similar to ORBCOMM Investor Overview

141201 investor presentation deck
141201 investor presentation deck141201 investor presentation deck
141201 investor presentation deckArcInvestors
 
QUALCOMMPresentation.pdf
QUALCOMMPresentation.pdfQUALCOMMPresentation.pdf
QUALCOMMPresentation.pdfssuser1e47a1
 
Investor and analyst day presentation website post 5 22_18
Investor and analyst day presentation website post 5 22_18Investor and analyst day presentation website post 5 22_18
Investor and analyst day presentation website post 5 22_18sanmina2017ir
 
Methode investor presentation april 2016
Methode investor presentation april 2016Methode investor presentation april 2016
Methode investor presentation april 2016Company Spotlight
 
Investor deck may 2017 v5
Investor deck may 2017 v5Investor deck may 2017 v5
Investor deck may 2017 v5synacor2016ir
 
Col credit suisse industrials conference final
Col credit suisse industrials conference finalCol credit suisse industrials conference final
Col credit suisse industrials conference finalrockwell_collins
 
IRDeck_Q322Highlights_FINAL.pdf
IRDeck_Q322Highlights_FINAL.pdfIRDeck_Q322Highlights_FINAL.pdf
IRDeck_Q322Highlights_FINAL.pdfxiso
 
Sierra Wireless Corporate Overview - November 2013
Sierra Wireless Corporate Overview - November 2013Sierra Wireless Corporate Overview - November 2013
Sierra Wireless Corporate Overview - November 2013Sierra Wireless
 
DDOG 2024 Investor Day.pdf - Q4 2024 Datadog
DDOG 2024 Investor Day.pdf - Q4 2024 DatadogDDOG 2024 Investor Day.pdf - Q4 2024 Datadog
DDOG 2024 Investor Day.pdf - Q4 2024 DatadogRaviNeppalli
 
Pay Tv Market PPT: Growth, Outlook, Demand, Keyplayer Analysis and Opportunit...
Pay Tv Market PPT: Growth, Outlook, Demand, Keyplayer Analysis and Opportunit...Pay Tv Market PPT: Growth, Outlook, Demand, Keyplayer Analysis and Opportunit...
Pay Tv Market PPT: Growth, Outlook, Demand, Keyplayer Analysis and Opportunit...IMARC Group
 
"Disruption 101" Keynote Philly Phorum 2013
"Disruption 101" Keynote Philly Phorum 2013"Disruption 101" Keynote Philly Phorum 2013
"Disruption 101" Keynote Philly Phorum 2013Peter Coffee
 
Sierra Wireless Corporate Overview - August 2015
Sierra Wireless Corporate Overview - August 2015Sierra Wireless Corporate Overview - August 2015
Sierra Wireless Corporate Overview - August 2015Sierra Wireless
 
Realizing your AIOps goals with machine learning in Elastic
Realizing your AIOps goals with machine learning in ElasticRealizing your AIOps goals with machine learning in Elastic
Realizing your AIOps goals with machine learning in ElasticElasticsearch
 
Monitor multi-cloud deployments with Elastic Observability
Monitor multi-cloud deployments with Elastic ObservabilityMonitor multi-cloud deployments with Elastic Observability
Monitor multi-cloud deployments with Elastic ObservabilityElasticsearch
 
Symantec to-acquire-blue-coat-investor-presentation
Symantec to-acquire-blue-coat-investor-presentationSymantec to-acquire-blue-coat-investor-presentation
Symantec to-acquire-blue-coat-investor-presentationInvestorSymantec
 
2023 Hyster-Yale Investor Day deck
2023 Hyster-Yale Investor Day deck2023 Hyster-Yale Investor Day deck
2023 Hyster-Yale Investor Day decksitesupport
 
Global Integrated Solutions Real Challenges. Real Solutions
Global Integrated Solutions Real Challenges. Real SolutionsGlobal Integrated Solutions Real Challenges. Real Solutions
Global Integrated Solutions Real Challenges. Real Solutionsdreamforce2006
 

Similar to ORBCOMM Investor Overview (20)

141201 investor presentation deck
141201 investor presentation deck141201 investor presentation deck
141201 investor presentation deck
 
QUALCOMMPresentation.pdf
QUALCOMMPresentation.pdfQUALCOMMPresentation.pdf
QUALCOMMPresentation.pdf
 
Methode Presentation
Methode Presentation Methode Presentation
Methode Presentation
 
Investor and analyst day presentation website post 5 22_18
Investor and analyst day presentation website post 5 22_18Investor and analyst day presentation website post 5 22_18
Investor and analyst day presentation website post 5 22_18
 
Methode investor presentation april 2016
Methode investor presentation april 2016Methode investor presentation april 2016
Methode investor presentation april 2016
 
Investor deck may 2017 v5
Investor deck may 2017 v5Investor deck may 2017 v5
Investor deck may 2017 v5
 
Col credit suisse industrials conference final
Col credit suisse industrials conference finalCol credit suisse industrials conference final
Col credit suisse industrials conference final
 
IRDeck_Q322Highlights_FINAL.pdf
IRDeck_Q322Highlights_FINAL.pdfIRDeck_Q322Highlights_FINAL.pdf
IRDeck_Q322Highlights_FINAL.pdf
 
Sierra Wireless Corporate Overview - November 2013
Sierra Wireless Corporate Overview - November 2013Sierra Wireless Corporate Overview - November 2013
Sierra Wireless Corporate Overview - November 2013
 
DDOG 2024 Investor Day.pdf - Q4 2024 Datadog
DDOG 2024 Investor Day.pdf - Q4 2024 DatadogDDOG 2024 Investor Day.pdf - Q4 2024 Datadog
DDOG 2024 Investor Day.pdf - Q4 2024 Datadog
 
Investor Overview
Investor OverviewInvestor Overview
Investor Overview
 
Pay Tv Market PPT: Growth, Outlook, Demand, Keyplayer Analysis and Opportunit...
Pay Tv Market PPT: Growth, Outlook, Demand, Keyplayer Analysis and Opportunit...Pay Tv Market PPT: Growth, Outlook, Demand, Keyplayer Analysis and Opportunit...
Pay Tv Market PPT: Growth, Outlook, Demand, Keyplayer Analysis and Opportunit...
 
ATEN august-IP
ATEN august-IPATEN august-IP
ATEN august-IP
 
"Disruption 101" Keynote Philly Phorum 2013
"Disruption 101" Keynote Philly Phorum 2013"Disruption 101" Keynote Philly Phorum 2013
"Disruption 101" Keynote Philly Phorum 2013
 
Sierra Wireless Corporate Overview - August 2015
Sierra Wireless Corporate Overview - August 2015Sierra Wireless Corporate Overview - August 2015
Sierra Wireless Corporate Overview - August 2015
 
Realizing your AIOps goals with machine learning in Elastic
Realizing your AIOps goals with machine learning in ElasticRealizing your AIOps goals with machine learning in Elastic
Realizing your AIOps goals with machine learning in Elastic
 
Monitor multi-cloud deployments with Elastic Observability
Monitor multi-cloud deployments with Elastic ObservabilityMonitor multi-cloud deployments with Elastic Observability
Monitor multi-cloud deployments with Elastic Observability
 
Symantec to-acquire-blue-coat-investor-presentation
Symantec to-acquire-blue-coat-investor-presentationSymantec to-acquire-blue-coat-investor-presentation
Symantec to-acquire-blue-coat-investor-presentation
 
2023 Hyster-Yale Investor Day deck
2023 Hyster-Yale Investor Day deck2023 Hyster-Yale Investor Day deck
2023 Hyster-Yale Investor Day deck
 
Global Integrated Solutions Real Challenges. Real Solutions
Global Integrated Solutions Real Challenges. Real SolutionsGlobal Integrated Solutions Real Challenges. Real Solutions
Global Integrated Solutions Real Challenges. Real Solutions
 

More from ORBCOMM Inc.

ORBCOMM ReeferTrak® Overview
ORBCOMM ReeferTrak® OverviewORBCOMM ReeferTrak® Overview
ORBCOMM ReeferTrak® OverviewORBCOMM Inc.
 
ORBCOMMmobile Overview: M2M and IoT Applications for Telematics and Subscribe...
ORBCOMMmobile Overview: M2M and IoT Applications for Telematics and Subscribe...ORBCOMMmobile Overview: M2M and IoT Applications for Telematics and Subscribe...
ORBCOMMmobile Overview: M2M and IoT Applications for Telematics and Subscribe...ORBCOMM Inc.
 
ORBCOMM Reefer Integration with PeopleNet In-Cab Solutions
ORBCOMM Reefer Integration with PeopleNet In-Cab SolutionsORBCOMM Reefer Integration with PeopleNet In-Cab Solutions
ORBCOMM Reefer Integration with PeopleNet In-Cab SolutionsORBCOMM Inc.
 
TMW Systems and ORBCOMM Integration
TMW Systems and ORBCOMM IntegrationTMW Systems and ORBCOMM Integration
TMW Systems and ORBCOMM IntegrationORBCOMM Inc.
 
Reefer Tracking - Knowledge is Power: The Analytical Advantage
Reefer Tracking - Knowledge is Power: The Analytical AdvantageReefer Tracking - Knowledge is Power: The Analytical Advantage
Reefer Tracking - Knowledge is Power: The Analytical AdvantageORBCOMM Inc.
 
LoadMaster and ORBCOMM: Integrated Dispatch and Asset Tracking
LoadMaster and ORBCOMM: Integrated Dispatch and Asset Tracking LoadMaster and ORBCOMM: Integrated Dispatch and Asset Tracking
LoadMaster and ORBCOMM: Integrated Dispatch and Asset Tracking ORBCOMM Inc.
 

More from ORBCOMM Inc. (6)

ORBCOMM ReeferTrak® Overview
ORBCOMM ReeferTrak® OverviewORBCOMM ReeferTrak® Overview
ORBCOMM ReeferTrak® Overview
 
ORBCOMMmobile Overview: M2M and IoT Applications for Telematics and Subscribe...
ORBCOMMmobile Overview: M2M and IoT Applications for Telematics and Subscribe...ORBCOMMmobile Overview: M2M and IoT Applications for Telematics and Subscribe...
ORBCOMMmobile Overview: M2M and IoT Applications for Telematics and Subscribe...
 
ORBCOMM Reefer Integration with PeopleNet In-Cab Solutions
ORBCOMM Reefer Integration with PeopleNet In-Cab SolutionsORBCOMM Reefer Integration with PeopleNet In-Cab Solutions
ORBCOMM Reefer Integration with PeopleNet In-Cab Solutions
 
TMW Systems and ORBCOMM Integration
TMW Systems and ORBCOMM IntegrationTMW Systems and ORBCOMM Integration
TMW Systems and ORBCOMM Integration
 
Reefer Tracking - Knowledge is Power: The Analytical Advantage
Reefer Tracking - Knowledge is Power: The Analytical AdvantageReefer Tracking - Knowledge is Power: The Analytical Advantage
Reefer Tracking - Knowledge is Power: The Analytical Advantage
 
LoadMaster and ORBCOMM: Integrated Dispatch and Asset Tracking
LoadMaster and ORBCOMM: Integrated Dispatch and Asset Tracking LoadMaster and ORBCOMM: Integrated Dispatch and Asset Tracking
LoadMaster and ORBCOMM: Integrated Dispatch and Asset Tracking
 

Recently uploaded

Build your next Gen AI Breakthrough - April 2024
Build your next Gen AI Breakthrough - April 2024Build your next Gen AI Breakthrough - April 2024
Build your next Gen AI Breakthrough - April 2024Neo4j
 
FULL ENJOY 🔝 8264348440 🔝 Call Girls in Diplomatic Enclave | Delhi
FULL ENJOY 🔝 8264348440 🔝 Call Girls in Diplomatic Enclave | DelhiFULL ENJOY 🔝 8264348440 🔝 Call Girls in Diplomatic Enclave | Delhi
FULL ENJOY 🔝 8264348440 🔝 Call Girls in Diplomatic Enclave | Delhisoniya singh
 
Unlocking the Potential of the Cloud for IBM Power Systems
Unlocking the Potential of the Cloud for IBM Power SystemsUnlocking the Potential of the Cloud for IBM Power Systems
Unlocking the Potential of the Cloud for IBM Power SystemsPrecisely
 
Beyond Boundaries: Leveraging No-Code Solutions for Industry Innovation
Beyond Boundaries: Leveraging No-Code Solutions for Industry InnovationBeyond Boundaries: Leveraging No-Code Solutions for Industry Innovation
Beyond Boundaries: Leveraging No-Code Solutions for Industry InnovationSafe Software
 
"LLMs for Python Engineers: Advanced Data Analysis and Semantic Kernel",Oleks...
"LLMs for Python Engineers: Advanced Data Analysis and Semantic Kernel",Oleks..."LLMs for Python Engineers: Advanced Data Analysis and Semantic Kernel",Oleks...
"LLMs for Python Engineers: Advanced Data Analysis and Semantic Kernel",Oleks...Fwdays
 
AI as an Interface for Commercial Buildings
AI as an Interface for Commercial BuildingsAI as an Interface for Commercial Buildings
AI as an Interface for Commercial BuildingsMemoori
 
Streamlining Python Development: A Guide to a Modern Project Setup
Streamlining Python Development: A Guide to a Modern Project SetupStreamlining Python Development: A Guide to a Modern Project Setup
Streamlining Python Development: A Guide to a Modern Project SetupFlorian Wilhelm
 
My Hashitalk Indonesia April 2024 Presentation
My Hashitalk Indonesia April 2024 PresentationMy Hashitalk Indonesia April 2024 Presentation
My Hashitalk Indonesia April 2024 PresentationRidwan Fadjar
 
Integration and Automation in Practice: CI/CD in Mule Integration and Automat...
Integration and Automation in Practice: CI/CD in Mule Integration and Automat...Integration and Automation in Practice: CI/CD in Mule Integration and Automat...
Integration and Automation in Practice: CI/CD in Mule Integration and Automat...Patryk Bandurski
 
Scanning the Internet for External Cloud Exposures via SSL Certs
Scanning the Internet for External Cloud Exposures via SSL CertsScanning the Internet for External Cloud Exposures via SSL Certs
Scanning the Internet for External Cloud Exposures via SSL CertsRizwan Syed
 
Injustice - Developers Among Us (SciFiDevCon 2024)
Injustice - Developers Among Us (SciFiDevCon 2024)Injustice - Developers Among Us (SciFiDevCon 2024)
Injustice - Developers Among Us (SciFiDevCon 2024)Allon Mureinik
 
Unleash Your Potential - Namagunga Girls Coding Club
Unleash Your Potential - Namagunga Girls Coding ClubUnleash Your Potential - Namagunga Girls Coding Club
Unleash Your Potential - Namagunga Girls Coding ClubKalema Edgar
 
Key Features Of Token Development (1).pptx
Key  Features Of Token  Development (1).pptxKey  Features Of Token  Development (1).pptx
Key Features Of Token Development (1).pptxLBM Solutions
 
#StandardsGoals for 2024: What’s new for BISAC - Tech Forum 2024
#StandardsGoals for 2024: What’s new for BISAC - Tech Forum 2024#StandardsGoals for 2024: What’s new for BISAC - Tech Forum 2024
#StandardsGoals for 2024: What’s new for BISAC - Tech Forum 2024BookNet Canada
 
Tech-Forward - Achieving Business Readiness For Copilot in Microsoft 365
Tech-Forward - Achieving Business Readiness For Copilot in Microsoft 365Tech-Forward - Achieving Business Readiness For Copilot in Microsoft 365
Tech-Forward - Achieving Business Readiness For Copilot in Microsoft 3652toLead Limited
 
Maximizing Board Effectiveness 2024 Webinar.pptx
Maximizing Board Effectiveness 2024 Webinar.pptxMaximizing Board Effectiveness 2024 Webinar.pptx
Maximizing Board Effectiveness 2024 Webinar.pptxOnBoard
 
Benefits Of Flutter Compared To Other Frameworks
Benefits Of Flutter Compared To Other FrameworksBenefits Of Flutter Compared To Other Frameworks
Benefits Of Flutter Compared To Other FrameworksSoftradix Technologies
 
Designing IA for AI - Information Architecture Conference 2024
Designing IA for AI - Information Architecture Conference 2024Designing IA for AI - Information Architecture Conference 2024
Designing IA for AI - Information Architecture Conference 2024Enterprise Knowledge
 
Swan(sea) Song – personal research during my six years at Swansea ... and bey...
Swan(sea) Song – personal research during my six years at Swansea ... and bey...Swan(sea) Song – personal research during my six years at Swansea ... and bey...
Swan(sea) Song – personal research during my six years at Swansea ... and bey...Alan Dix
 
Breaking the Kubernetes Kill Chain: Host Path Mount
Breaking the Kubernetes Kill Chain: Host Path MountBreaking the Kubernetes Kill Chain: Host Path Mount
Breaking the Kubernetes Kill Chain: Host Path MountPuma Security, LLC
 

Recently uploaded (20)

Build your next Gen AI Breakthrough - April 2024
Build your next Gen AI Breakthrough - April 2024Build your next Gen AI Breakthrough - April 2024
Build your next Gen AI Breakthrough - April 2024
 
FULL ENJOY 🔝 8264348440 🔝 Call Girls in Diplomatic Enclave | Delhi
FULL ENJOY 🔝 8264348440 🔝 Call Girls in Diplomatic Enclave | DelhiFULL ENJOY 🔝 8264348440 🔝 Call Girls in Diplomatic Enclave | Delhi
FULL ENJOY 🔝 8264348440 🔝 Call Girls in Diplomatic Enclave | Delhi
 
Unlocking the Potential of the Cloud for IBM Power Systems
Unlocking the Potential of the Cloud for IBM Power SystemsUnlocking the Potential of the Cloud for IBM Power Systems
Unlocking the Potential of the Cloud for IBM Power Systems
 
Beyond Boundaries: Leveraging No-Code Solutions for Industry Innovation
Beyond Boundaries: Leveraging No-Code Solutions for Industry InnovationBeyond Boundaries: Leveraging No-Code Solutions for Industry Innovation
Beyond Boundaries: Leveraging No-Code Solutions for Industry Innovation
 
"LLMs for Python Engineers: Advanced Data Analysis and Semantic Kernel",Oleks...
"LLMs for Python Engineers: Advanced Data Analysis and Semantic Kernel",Oleks..."LLMs for Python Engineers: Advanced Data Analysis and Semantic Kernel",Oleks...
"LLMs for Python Engineers: Advanced Data Analysis and Semantic Kernel",Oleks...
 
AI as an Interface for Commercial Buildings
AI as an Interface for Commercial BuildingsAI as an Interface for Commercial Buildings
AI as an Interface for Commercial Buildings
 
Streamlining Python Development: A Guide to a Modern Project Setup
Streamlining Python Development: A Guide to a Modern Project SetupStreamlining Python Development: A Guide to a Modern Project Setup
Streamlining Python Development: A Guide to a Modern Project Setup
 
My Hashitalk Indonesia April 2024 Presentation
My Hashitalk Indonesia April 2024 PresentationMy Hashitalk Indonesia April 2024 Presentation
My Hashitalk Indonesia April 2024 Presentation
 
Integration and Automation in Practice: CI/CD in Mule Integration and Automat...
Integration and Automation in Practice: CI/CD in Mule Integration and Automat...Integration and Automation in Practice: CI/CD in Mule Integration and Automat...
Integration and Automation in Practice: CI/CD in Mule Integration and Automat...
 
Scanning the Internet for External Cloud Exposures via SSL Certs
Scanning the Internet for External Cloud Exposures via SSL CertsScanning the Internet for External Cloud Exposures via SSL Certs
Scanning the Internet for External Cloud Exposures via SSL Certs
 
Injustice - Developers Among Us (SciFiDevCon 2024)
Injustice - Developers Among Us (SciFiDevCon 2024)Injustice - Developers Among Us (SciFiDevCon 2024)
Injustice - Developers Among Us (SciFiDevCon 2024)
 
Unleash Your Potential - Namagunga Girls Coding Club
Unleash Your Potential - Namagunga Girls Coding ClubUnleash Your Potential - Namagunga Girls Coding Club
Unleash Your Potential - Namagunga Girls Coding Club
 
Key Features Of Token Development (1).pptx
Key  Features Of Token  Development (1).pptxKey  Features Of Token  Development (1).pptx
Key Features Of Token Development (1).pptx
 
#StandardsGoals for 2024: What’s new for BISAC - Tech Forum 2024
#StandardsGoals for 2024: What’s new for BISAC - Tech Forum 2024#StandardsGoals for 2024: What’s new for BISAC - Tech Forum 2024
#StandardsGoals for 2024: What’s new for BISAC - Tech Forum 2024
 
Tech-Forward - Achieving Business Readiness For Copilot in Microsoft 365
Tech-Forward - Achieving Business Readiness For Copilot in Microsoft 365Tech-Forward - Achieving Business Readiness For Copilot in Microsoft 365
Tech-Forward - Achieving Business Readiness For Copilot in Microsoft 365
 
Maximizing Board Effectiveness 2024 Webinar.pptx
Maximizing Board Effectiveness 2024 Webinar.pptxMaximizing Board Effectiveness 2024 Webinar.pptx
Maximizing Board Effectiveness 2024 Webinar.pptx
 
Benefits Of Flutter Compared To Other Frameworks
Benefits Of Flutter Compared To Other FrameworksBenefits Of Flutter Compared To Other Frameworks
Benefits Of Flutter Compared To Other Frameworks
 
Designing IA for AI - Information Architecture Conference 2024
Designing IA for AI - Information Architecture Conference 2024Designing IA for AI - Information Architecture Conference 2024
Designing IA for AI - Information Architecture Conference 2024
 
Swan(sea) Song – personal research during my six years at Swansea ... and bey...
Swan(sea) Song – personal research during my six years at Swansea ... and bey...Swan(sea) Song – personal research during my six years at Swansea ... and bey...
Swan(sea) Song – personal research during my six years at Swansea ... and bey...
 
Breaking the Kubernetes Kill Chain: Host Path Mount
Breaking the Kubernetes Kill Chain: Host Path MountBreaking the Kubernetes Kill Chain: Host Path Mount
Breaking the Kubernetes Kill Chain: Host Path Mount
 

ORBCOMM Investor Overview

  • 2. SAFE HARBOR STATEMENT 2 Certain statements discussed in this press release constitute forward-looking statements within the meaning of the Private Securities Litigation Reform Act of 1995. These forward-looking statements generally relate to our plans, estimates, objectives and expectations for future events, as well as, projections, business trends, and other statements that are not historical facts. Such forward-looking statements, including those concerning our expectations, are subject to known and unknown risks and uncertainties, some of which are beyond ORBCOMM’s control, which may cause ORBCOMM’s actual results, performance or achievements, or industry results, to be materially different from any future results, performance or achievements expressed or implied by such forward-looking statements. These risks and uncertainties include but are not limited to: demand for and market acceptance of our products and services and our ability to successfully implement our business plan; our dependence on our subsidiary companies (Market Channel Affiliates (“MCAs”)) and third party product and service developers and providers, distributors and resellers (Market Channel Partners (“MCPs”)) to develop, market and sell our products and services, especially in markets outside the United States; substantial losses we have incurred and may continue to incur; the inability to effect suitable investments, alliances and acquisitions, and even if we are able to make acquisitions, the failure to integrate and effectively operate the acquired businesses and the exposure to additional risks, such as unexpected costs, contingent or other liabilities, or weaknesses in internal controls, and issues related to non- compliance with domestic and foreign laws, particularly in acquisitions of foreign businesses; our dependence on significant customers for a substantial portion of our revenues, including key customers such as Caterpillar Inc., Komatsu Ltd., Hub Group, Onixsat and Satlink S.L.; our ability to expand our business outside the United States, including risks related to the economic, political and other conditions in foreign countries in which we do business, including fluctuations in foreign currency exchange rates; our dependence on a few significant vendors, service providers or suppliers, as well as the loss or disruption or slowdown in the supply of products and services from these key vendors, such as our SkyWave business’s dependence on its commercial relationship with Inmarsat plc and the services provided by Inmarsat plc, including the continued availability of Inmarsat plc’s satellites, the supply of subscriber communicators from Sanmina Corporation and Quake Global, or the supply of application specific integrated circuits (ASICs) from S3 Group; competition from existing and potential telecommunications competitors, including terrestrial-based and satellite-based network providers, some of which provide wireless network services to our customers in connection with our products and services; our reliance on intellectual property rights and the risk that we, our MCAs, our MCPs and our customers may infringe on the intellectual property rights of others; inability to operate due to changes or restrictions in the political, legal, regulatory, government, administrative and economic conditions and developments in the United States and other countries and territories in which we provide our services; legal proceedings; the failure of our system or reductions in levels of service due to technological malfunctions or deficiencies or other events, such as in-orbit satellite failures, reduced performance of our existing satellites, or man-made or natural disasters and other extreme events; rapid and significant technological changes, pricing pressures and other competitive factors; cybersecurity risks; our substantial indebtedness, currently $250 million, including the restrictive covenants under the indenture governing our notes, and other terms that could restrict our business activities or our ability to execute our strategic objectives, limit our operating flexibility or adversely affect our financial performance, all of which could be exacerbated if we incur additional indebtedness; and the other risks described in our filings with the Securities and Exchange Commission (“SEC”). For more detail on these and other risks, please see our Annual Report on Form 10-K, including Part I, Item 1A. “Risk Factors” and Part II, Item 7. “Management’s Discussion and Analysis of Financial Condition and Results of Operations,” and elsewhere in our Annual Report on Form 10-K, and other documents, on file with the SEC. ORBCOMM undertakes no obligation to publicly revise any forward-looking statements or cautionary factors, except as required by law. C O N N E C T I N G T H E W O R L D ’ S A S S E T S • O R B C O M M P R O P R I E T A R Y
  • 3. 3 ORBCOMM’S EVOLUTION 25 YEARS AGO ORBCOMM BEGAN AS A PIONEER IN MACHINE-TO-MACHINE COMMUNICATION TECHNOLOGY. LONG BEFORE THE INTERNET OF THINGS BECAME A COMMON TERM, WE WERE CONNECTING ENTERPRISE ASSETS. TODAY, WE OFFER THE INDUSTRY’S BROADEST ARRAY OF INDUSTRIAL IoT SOLUTIONS, DELIVERING INFORMATION THAT IMPROVES ROI. C O N N E C T I N G T H E W O R L D ’ S A S S E T S • O R B C O M M P R O P R I E T A R Y
  • 4. 4 CONNECTING THE WORLD’S ASSETS C O N N E C T I N G T H E W O R L D ’ S A S S E T S • O R B C O M M P R O P R I E T A R Y
  • 5. COMPONENTS TO COMPLETE IOT SOLUTIONS ORBCOMM has the broadest array of capabilities in the industry, with leading-edge hardware, multiple network connectivity options and applications that deliver advanced asset analytics. 5 Devices and sensors to track, monitor and control assets 11 satellite and cellular networks for flexible connectivity with seamless device and subscriber management SaaS and mobile applications for remote asset monitoring and management C O N N E C T I N G T H E W O R L D ’ S A S S E T S • O R B C O M M P R O P R I E T A R Y
  • 6. 6 ORBCOMM BY THE NUMBERS 800 Employees and full-time contractors in 18 countries 100 Technology patents 400 Engineers and technical experts across 15 disciplines 147 Customer care staff providing 24x7 support 125 Sales account managers and support with vertical expertise $45 Million Adjusted EBITDA in 2017 2.03 Million Global subscriber communicators $135 Million Service Revenue growth of 20% in 2017 $254 Million Total Revenue growth of 36% in 2017 C O N N E C T I N G T H E W O R L D ’ S A S S E T S • O R B C O M M P R O P R I E T A R Y
  • 7. 7 THE RACE TO SCALE 2000 OG1 satellite network 2008 Entered AIS business 2011 Acquired StarTrak Long-haul cold chain 2012 Acquired LMS (PAR) Private fleet cold chain 2013 Acquired MobileNet, GlobalTrak & SENS Heavy equipment solutions & government security 2014 Built devices for trailer tracking and intermodal container monitoring 2014 - 2015 Launched OG2 satellites Acquired SkyWave IDP satellite products Built interchangeable modems 2015 Acquired WAM Sea containers Partner with AT&T 2004 Started opportunities with Caterpillar and GE 2016 Partner with Doosan and Carrier 2017 Acquired inthinc & Blue Tree Vehicle fleet management and truck in-cab BUILD • BUY • PARTNER C O N N E C T I N G T H E W O R L D ’ S A S S E T S • O R B C O M M P R O P R I E T A R Y
  • 8. 8 MORE THAN A DECADE OF GROWTH2006 Q1 Q2 Q3 2007 Q1 Q2 Q3 2008 Q1 Q2 Q3 2009 Q1 Q2 Q3 2010 Q1 Q2 Q3 2011 Q1 Q2 Q3 2012 Q1 Q2 Q3 2013 Q1 Q2 Q3 2014 Q1 Q2 Q3 2015 Q1 Q2 Q3 2016 Q1 Q2 Q3 2017 QUARTERLY SUBSCRIBER COMMUNICATORS ~250k ~500k 2.03M C O N N E C T I N G T H E W O R L D ’ S A S S E T S • O R B C O M M P R O P R I E T A R Y
  • 9. 9 A WORLD-CLASS CUSTOMER BASE C O N N E C T I N G T H E W O R L D ’ S A S S E T S • O R B C O M M P R O P R I E T A R Y
  • 10. 10 SUCCESS STORY: HUB GROUP C O N N E C T I N G T H E W O R L D ’ S A S S E T S • O R B C O M M P R O P R I E T A R Y Challenge Efficiently manage a fleet of 29,000 intermodal containers throughout North America Solution ORBCOMM developed a customized solution providing real-time status and location of its container fleet. Result Increased operational efficiency, reduced costs Developed new revenue opportunities Enhanced customer satisfaction Achieved ROI within one year Investing in Hub’s solution creates opportunities with larger intermodal operators “We have estimated [savings]…at around $6 million on an annualized basis once the entire fleet is up and running.” Mark Yeager, Former Vice Chairman & COO Hub Group “We can actually be a lot more proactive... it should help reduce container dwell times by at least a half a day.” Dave Yeager, Chairman & CEO Hub Group
  • 11. THE INDUSTRIAL IoT MARKET IS TAKING OFF C O N N E C T I N G T H E W O R L D ’ S A S S E T S • O R B C O M M P R O P R I E T A R Y 11 The market is heavily driven by specific use case scenarios - track, control, monitor and communicate with fixed and mobile assets located throughout the world • Companies are looking for end-to-end solutions to increase customer satisfaction, improve quality, support new business models (such as data-driven services), and reduce costs. • Predictive maintenance, track and trace, and fleet management are leading applications. • Transportation and logistics, utilities, and discrete manufacturing will be the three largest sectors. 2015 $63B* 2020 $267B* IoT has the potential to be ‘utterly transformative’ for non-technology companies. *Boston Consulting Group (BCG), 2017
  • 12. THE INDUSTRIAL IoT MARKET IS TAKING OFF C O N N E C T I N G T H E W O R L D ’ S A S S E T S • O R B C O M M P R O P R I E T A R Y 12 • 60% of growth by 2020 will come from applications/analytics and services. • All layers of technology stack will have at least 20% CAGR 2015-2020. IoT has the potential to be ‘utterly transformative’ for non-technology companies. $- $10 $20 $30 $40 $50 $60 $70 $80 $90 IoT Backbone (Platform) Identity and Security Communications Connected Things (Devices) Services IoT Applications/Analytics Total IoT Spending in 2020 ($B)
  • 13. SERVING ALL TRANSPORTATION ASSET CLASSES With the addition of inthinc and Blue Tree, ORBCOMM provides the most complete, integrated transportation solution offering – from in-cab fleet vehicles to refrigerated assets to dry vans – all visible in a single platform, strengthening our leadership position in the global industrial IoT. C O N N E C T I N G T H E W O R L D ’ S A S S E T S • O R B C O M M P R O P R I E T A R Y 13
  • 14. TOP OPPORTUNITIES FOR GROWTH ORBCOMM is well-positioned in multiple growth categories to capture the future. C O N N E C T I N G T H E W O R L D ’ S A S S E T S • O R B C O M M P R O P R I E T A R Y 14
  • 15. 15 NETWORK AGNOSTIC SATELLITE CONNECTIVITY C O N N E C T I N G T H E W O R L D ’ S A S S E T S • O R B C O M M P R O P R I E T A R Y Only ORBCOMM offers the best combination of geographic coverage, regulatory authorizations, the fastest service, and the largest message payloads. Standard Platform Redundancy Complementary Regulatory Approvals LOW-EARTH ORBIT NETWORK • Urban canyon coverage • No line of sight • Lowest cost GEOSTATIONARY NETWORK • Sub-30 second latency • Regulatory approvals – China • Biggest payload • Significant marine advantage
  • 16. 16 EXPANDING THE TOTAL ADDRESSABLE MARKET C O N N E C T I N G T H E W O R L D ’ S A S S E T S • O R B C O M M P R O P R I E T A R Y Trailers In-Cab, Trucks Rail Small Machines Large Machines Service Vehicles Pipelines Tanks Commercial Utility Metering Military Vehicles Containers Police/Fire/First Responders Commercial Buoys Commercial Ships Recreational Ships OG1 OG2 Dual Mode IDP COMBINED Transportation Heavy Equipment Energy Maritime Government& Security
  • 17. 17 2011 StarTrak Transportation (cold chain) 2012 Par Logistics Management Transportation (cold chain) 2013 MobileNet Heavy equipment and rail GlobalTrak Government and security 2014 Euroscan Transportation (cold chain) 2015 SkyWave Government, maritime, mining, energy and transportation InSync Application enablement WAM Technologies Sea containers, cold chain, gensets 2017 Inthinc Fleet management, driver safety Blue Tree Systems Fleet management, driver safety EXPANSION VIA STRATEGIC ACQUISITIONS C O N N E C T I N G T H E W O R L D ’ S A S S E T S • O R B C O M M P R O P R I E T A R Y 1: Shipments began in 4Q14 2: 5-year agreement 200,000+ Subscribers 23,000 Subscriber Opportunity 1 28,000 Subscriber Opportunity 50,000 Subscriber Opportunity 2 $4.8M Opportunity
  • 18. LEADER IN INDUSTRIAL IoT SOLUTIONS DELIVERING SIGNIFICANT SHAREHOLDER VALUE 18 Successful Execution Growing Subscriber Base High Margin Recurring Revenues Strong Financial Discipline New Products & Services Large Recent Customer Wins Growth and Innovation Recurring Service Revenue Significant Operating Leverage Cost Control, Expand Margins New Markets & Geographies Expand Market Share C O N N E C T I N G T H E W O R L D ’ S A S S E T S • O R B C O M M P R O P R I E T A R Y