Submit Search
Upload
Vocera jp morgan_1 2 19 2pm final
•
0 likes
•
4,614 views
V
vocera2016ir
Follow
Vocera jp morgan_1 2 19 2pm final
Read less
Read more
Investor Relations
Report
Share
Report
Share
1 of 29
Recommended
Vocera ir master_ february 2019 web
Vocera ir master_ february 2019 web
vocera2016ir
Vocera ir master_ may 2019 web-converted
Vocera ir master_ may 2019 web-converted
vocera2016ir
Vocera ir master_ april 2019 web
Vocera ir master_ april 2019 web
vocera2016ir
Vocera ir march 2019 web
Vocera ir march 2019 web
vocera2016ir
Vocera investordeck may 25 web 2018
Vocera investordeck may 25 web 2018
vocera2016ir
Vocera investordeck may 25 web 2018
Vocera investordeck may 25 web 2018
vocera2016ir
Vocera investordeck december 2018 web
Vocera investordeck december 2018 web
vocera2016ir
Vocera investordeck october 2018 web
Vocera investordeck october 2018 web
vocera2016ir
Recommended
Vocera ir master_ february 2019 web
Vocera ir master_ february 2019 web
vocera2016ir
Vocera ir master_ may 2019 web-converted
Vocera ir master_ may 2019 web-converted
vocera2016ir
Vocera ir master_ april 2019 web
Vocera ir master_ april 2019 web
vocera2016ir
Vocera ir march 2019 web
Vocera ir march 2019 web
vocera2016ir
Vocera investordeck may 25 web 2018
Vocera investordeck may 25 web 2018
vocera2016ir
Vocera investordeck may 25 web 2018
Vocera investordeck may 25 web 2018
vocera2016ir
Vocera investordeck december 2018 web
Vocera investordeck december 2018 web
vocera2016ir
Vocera investordeck october 2018 web
Vocera investordeck october 2018 web
vocera2016ir
Vocera investordeck november 2018 web
Vocera investordeck november 2018 web
vocera2016ir
Vocera investordeck -june-2018-web
Vocera investordeck -june-2018-web
vocera2016ir
Vocera investordeck september 2018 web
Vocera investordeck september 2018 web
vocera2016ir
Investor Presentation
Investor Presentation
vocera2016ir
Vocera investordeck -may-15-2018web
Vocera investordeck -may-15-2018web
vocera2016ir
1001205097
1001205097
veriskir
Logmein Investor Deck Q1 2014
Logmein Investor Deck Q1 2014
irlogmein
Vocera investordeck february 2018 web
Vocera investordeck february 2018 web
vocera2016ir
1500090053
1500090053
veriskir
Med releaf investor presentation aug 2017
Med releaf investor presentation aug 2017
medreleafinvestor
Home Healthcare Market Analysis, Size, Share, Growth and Forecast to 2020 | ...
Home Healthcare Market Analysis, Size, Share, Growth and Forecast to 2020 | ...
Hexa Research
Med releaf investor presentation aug 23 2017 final
Med releaf investor presentation aug 23 2017 final
medreleafinvestor
Vocera investordeck february 2017 web (1)
Vocera investordeck february 2017 web (1)
vocera2016ir
Investor Presentation
Investor Presentation
vocera2016ir
Vocera investordeck august 2018 web version
Vocera investordeck august 2018 web version
vocera2016ir
Vocera investordeck may 15 2018 web
Vocera investordeck may 15 2018 web
vocera2016ir
Capital-Markets HME FINAL.pptx
Capital-Markets HME FINAL.pptx
Andy818353
Vocera investordeck november 2017 web (1)
Vocera investordeck november 2017 web (1)
vocera2016ir
Vocera investordeck november 2017 web
Vocera investordeck november 2017 web
vocera2016ir
Marpai Investor Presentation 2022
Marpai Investor Presentation 2022
RedChip Companies, Inc.
Exact Sciences Q4 2015 and Full Year Earnings Call
Exact Sciences Q4 2015 and Full Year Earnings Call
Exact Sciences
Exact Sciences December 2015 Corporate Presentation
Exact Sciences December 2015 Corporate Presentation
Exact Sciences
More Related Content
What's hot
Vocera investordeck november 2018 web
Vocera investordeck november 2018 web
vocera2016ir
Vocera investordeck -june-2018-web
Vocera investordeck -june-2018-web
vocera2016ir
Vocera investordeck september 2018 web
Vocera investordeck september 2018 web
vocera2016ir
Investor Presentation
Investor Presentation
vocera2016ir
Vocera investordeck -may-15-2018web
Vocera investordeck -may-15-2018web
vocera2016ir
1001205097
1001205097
veriskir
Logmein Investor Deck Q1 2014
Logmein Investor Deck Q1 2014
irlogmein
Vocera investordeck february 2018 web
Vocera investordeck february 2018 web
vocera2016ir
1500090053
1500090053
veriskir
Med releaf investor presentation aug 2017
Med releaf investor presentation aug 2017
medreleafinvestor
Home Healthcare Market Analysis, Size, Share, Growth and Forecast to 2020 | ...
Home Healthcare Market Analysis, Size, Share, Growth and Forecast to 2020 | ...
Hexa Research
Med releaf investor presentation aug 23 2017 final
Med releaf investor presentation aug 23 2017 final
medreleafinvestor
Vocera investordeck february 2017 web (1)
Vocera investordeck february 2017 web (1)
vocera2016ir
What's hot
(13)
Vocera investordeck november 2018 web
Vocera investordeck november 2018 web
Vocera investordeck -june-2018-web
Vocera investordeck -june-2018-web
Vocera investordeck september 2018 web
Vocera investordeck september 2018 web
Investor Presentation
Investor Presentation
Vocera investordeck -may-15-2018web
Vocera investordeck -may-15-2018web
1001205097
1001205097
Logmein Investor Deck Q1 2014
Logmein Investor Deck Q1 2014
Vocera investordeck february 2018 web
Vocera investordeck february 2018 web
1500090053
1500090053
Med releaf investor presentation aug 2017
Med releaf investor presentation aug 2017
Home Healthcare Market Analysis, Size, Share, Growth and Forecast to 2020 | ...
Home Healthcare Market Analysis, Size, Share, Growth and Forecast to 2020 | ...
Med releaf investor presentation aug 23 2017 final
Med releaf investor presentation aug 23 2017 final
Vocera investordeck february 2017 web (1)
Vocera investordeck february 2017 web (1)
Similar to Vocera jp morgan_1 2 19 2pm final
Investor Presentation
Investor Presentation
vocera2016ir
Vocera investordeck august 2018 web version
Vocera investordeck august 2018 web version
vocera2016ir
Vocera investordeck may 15 2018 web
Vocera investordeck may 15 2018 web
vocera2016ir
Capital-Markets HME FINAL.pptx
Capital-Markets HME FINAL.pptx
Andy818353
Vocera investordeck november 2017 web (1)
Vocera investordeck november 2017 web (1)
vocera2016ir
Vocera investordeck november 2017 web
Vocera investordeck november 2017 web
vocera2016ir
Marpai Investor Presentation 2022
Marpai Investor Presentation 2022
RedChip Companies, Inc.
Exact Sciences Q4 2015 and Full Year Earnings Call
Exact Sciences Q4 2015 and Full Year Earnings Call
Exact Sciences
Exact Sciences December 2015 Corporate Presentation
Exact Sciences December 2015 Corporate Presentation
Exact Sciences
Corporate Presentation
Corporate Presentation
Exactir
Bionic Presentation-August-2020-(FINAL)-8.17.20.pdf
Bionic Presentation-August-2020-(FINAL)-8.17.20.pdf
ssuser3fcdc51
Vocera Investor Deck Feb 2017
Vocera Investor Deck Feb 2017
vocera2016ir
Vocera investordeck february 2017
Vocera investordeck february 2017
vocera2016ir
Vocera february 2017 web
Vocera february 2017 web
vocera2016ir
Vocera investordeck october 2017 for web
Vocera investordeck october 2017 for web
vocera2016ir
Agility health investor presentation - investor tab 07.18.16
Agility health investor presentation - investor tab 07.18.16
AgilityHealth
Dplo investor deck april 2015
Dplo investor deck april 2015
DiplomatIR
Barclays healthcare final
Barclays healthcare final
Quintiles2014
Agility Health Investor Presentation
Agility Health Investor Presentation
AgilityHealth
Building the Healthcare Cloud
Building the Healthcare Cloud
Steven Rubis
Similar to Vocera jp morgan_1 2 19 2pm final
(20)
Investor Presentation
Investor Presentation
Vocera investordeck august 2018 web version
Vocera investordeck august 2018 web version
Vocera investordeck may 15 2018 web
Vocera investordeck may 15 2018 web
Capital-Markets HME FINAL.pptx
Capital-Markets HME FINAL.pptx
Vocera investordeck november 2017 web (1)
Vocera investordeck november 2017 web (1)
Vocera investordeck november 2017 web
Vocera investordeck november 2017 web
Marpai Investor Presentation 2022
Marpai Investor Presentation 2022
Exact Sciences Q4 2015 and Full Year Earnings Call
Exact Sciences Q4 2015 and Full Year Earnings Call
Exact Sciences December 2015 Corporate Presentation
Exact Sciences December 2015 Corporate Presentation
Corporate Presentation
Corporate Presentation
Bionic Presentation-August-2020-(FINAL)-8.17.20.pdf
Bionic Presentation-August-2020-(FINAL)-8.17.20.pdf
Vocera Investor Deck Feb 2017
Vocera Investor Deck Feb 2017
Vocera investordeck february 2017
Vocera investordeck february 2017
Vocera february 2017 web
Vocera february 2017 web
Vocera investordeck october 2017 for web
Vocera investordeck october 2017 for web
Agility health investor presentation - investor tab 07.18.16
Agility health investor presentation - investor tab 07.18.16
Dplo investor deck april 2015
Dplo investor deck april 2015
Barclays healthcare final
Barclays healthcare final
Agility Health Investor Presentation
Agility Health Investor Presentation
Building the Healthcare Cloud
Building the Healthcare Cloud
More from vocera2016ir
Vocera investordeck may 2018 web
Vocera investordeck may 2018 web
vocera2016ir
Investor Presentation - April 2018
Investor Presentation - April 2018
vocera2016ir
Vocera investordeck march 2018 for web
Vocera investordeck march 2018 for web
vocera2016ir
Vocera investordeck web january 2018 (1)
Vocera investordeck web january 2018 (1)
vocera2016ir
Vocera investordeck web january 2018
Vocera investordeck web january 2018
vocera2016ir
Vocera investordeck september 2017 for web
Vocera investordeck september 2017 for web
vocera2016ir
Vocera investordeck august 2017 web
Vocera investordeck august 2017 web
vocera2016ir
Vocera investordeck july august 2017 web
Vocera investordeck july august 2017 web
vocera2016ir
Vocera investordeck june 2017 web
Vocera investordeck june 2017 web
vocera2016ir
Vocera investordeck may 12 2017 needham
Vocera investordeck may 12 2017 needham
vocera2016ir
More from vocera2016ir
(10)
Vocera investordeck may 2018 web
Vocera investordeck may 2018 web
Investor Presentation - April 2018
Investor Presentation - April 2018
Vocera investordeck march 2018 for web
Vocera investordeck march 2018 for web
Vocera investordeck web january 2018 (1)
Vocera investordeck web january 2018 (1)
Vocera investordeck web january 2018
Vocera investordeck web january 2018
Vocera investordeck september 2017 for web
Vocera investordeck september 2017 for web
Vocera investordeck august 2017 web
Vocera investordeck august 2017 web
Vocera investordeck july august 2017 web
Vocera investordeck july august 2017 web
Vocera investordeck june 2017 web
Vocera investordeck june 2017 web
Vocera investordeck may 12 2017 needham
Vocera investordeck may 12 2017 needham
Recently uploaded
VIP Amritsar Call Girl 7001035870 Enjoy Call Girls With Our Escorts
VIP Amritsar Call Girl 7001035870 Enjoy Call Girls With Our Escorts
sonatiwari757
Pakistani Call girls in Ajman +971563133746 Ajman Call girls
Pakistani Call girls in Ajman +971563133746 Ajman Call girls
gwenoracqe6
@9999965857 🫦 Sexy Desi Call Girls Karol Bagh 💓 High Profile Escorts Delhi 🫶
@9999965857 🫦 Sexy Desi Call Girls Karol Bagh 💓 High Profile Escorts Delhi 🫶
Call Girls In Delhi Whatsup 9873940964 Enjoy Unlimited Pleasure
SME IPO and sme ipo listing consultants .pptx
SME IPO and sme ipo listing consultants .pptx
india IPO
Call Girls in Friends Colony 9711199171 Delhi Enjoy Call Girls With Our Escorts
Call Girls in Friends Colony 9711199171 Delhi Enjoy Call Girls With Our Escorts
indian call girls near you
VIP 7001035870 Find & Meet Hyderabad Call Girls Abids high-profile Call Girl
VIP 7001035870 Find & Meet Hyderabad Call Girls Abids high-profile Call Girl
aditipandeya
Teck Investor Presentation, April 24, 2024
Teck Investor Presentation, April 24, 2024
TeckResourcesLtd
slideshare Call girls Noida Escorts 9999965857 henakhan
slideshare Call girls Noida Escorts 9999965857 henakhan
hanshkumar9870
Best investment platform in india-Falcon Invoice Discounting
Best investment platform in india-Falcon Invoice Discounting
Falcon Invoice Discounting
Q3 FY24 Earnings Conference Call Presentation
Q3 FY24 Earnings Conference Call Presentation
Sysco_Investors
Call Girls In Amritsar 💯Call Us 🔝 76967 34778🔝 💃 Independent Escort In Amritsar
Call Girls In Amritsar 💯Call Us 🔝 76967 34778🔝 💃 Independent Escort In Amritsar
only4webmaster01
Collective Mining | Corporate Presentation - May 2024
Collective Mining | Corporate Presentation - May 2024
CollectiveMining1
Collective Mining | Corporate Presentation - April 2024
Collective Mining | Corporate Presentation - April 2024
CollectiveMining1
CALL ON ➥8923113531 🔝Call Girls Fazullaganj Lucknow best sexual service
CALL ON ➥8923113531 🔝Call Girls Fazullaganj Lucknow best sexual service
anilsa9823
(‿ˠ‿) Independent Call Girls Laxmi Nagar 👉 9999965857 👈 Delhi : 9999 Cash Pa...
(‿ˠ‿) Independent Call Girls Laxmi Nagar 👉 9999965857 👈 Delhi : 9999 Cash Pa...
Call Girls In Delhi Whatsup 9873940964 Enjoy Unlimited Pleasure
VIP 7001035870 Find & Meet Hyderabad Call Girls Miyapur high-profile Call Girl
VIP 7001035870 Find & Meet Hyderabad Call Girls Miyapur high-profile Call Girl
aditipandeya
Diligence Checklist for Early Stage Startups
Diligence Checklist for Early Stage Startups
TILDEN
Corporate Presentation Probe May 2024.pdf
Corporate Presentation Probe May 2024.pdf
Probe Gold
Top Rated Call Girls In Podanur 📱 {7001035870} VIP Escorts Podanur
Top Rated Call Girls In Podanur 📱 {7001035870} VIP Escorts Podanur
dharasingh5698
(👉゚9999965857 ゚)👉 VIP Call Girls Greater Noida 👉 Delhi 👈 : 9999 Cash Payment...
(👉゚9999965857 ゚)👉 VIP Call Girls Greater Noida 👉 Delhi 👈 : 9999 Cash Payment...
Call Girls In Delhi Whatsup 9873940964 Enjoy Unlimited Pleasure
Recently uploaded
(20)
VIP Amritsar Call Girl 7001035870 Enjoy Call Girls With Our Escorts
VIP Amritsar Call Girl 7001035870 Enjoy Call Girls With Our Escorts
Pakistani Call girls in Ajman +971563133746 Ajman Call girls
Pakistani Call girls in Ajman +971563133746 Ajman Call girls
@9999965857 🫦 Sexy Desi Call Girls Karol Bagh 💓 High Profile Escorts Delhi 🫶
@9999965857 🫦 Sexy Desi Call Girls Karol Bagh 💓 High Profile Escorts Delhi 🫶
SME IPO and sme ipo listing consultants .pptx
SME IPO and sme ipo listing consultants .pptx
Call Girls in Friends Colony 9711199171 Delhi Enjoy Call Girls With Our Escorts
Call Girls in Friends Colony 9711199171 Delhi Enjoy Call Girls With Our Escorts
VIP 7001035870 Find & Meet Hyderabad Call Girls Abids high-profile Call Girl
VIP 7001035870 Find & Meet Hyderabad Call Girls Abids high-profile Call Girl
Teck Investor Presentation, April 24, 2024
Teck Investor Presentation, April 24, 2024
slideshare Call girls Noida Escorts 9999965857 henakhan
slideshare Call girls Noida Escorts 9999965857 henakhan
Best investment platform in india-Falcon Invoice Discounting
Best investment platform in india-Falcon Invoice Discounting
Q3 FY24 Earnings Conference Call Presentation
Q3 FY24 Earnings Conference Call Presentation
Call Girls In Amritsar 💯Call Us 🔝 76967 34778🔝 💃 Independent Escort In Amritsar
Call Girls In Amritsar 💯Call Us 🔝 76967 34778🔝 💃 Independent Escort In Amritsar
Collective Mining | Corporate Presentation - May 2024
Collective Mining | Corporate Presentation - May 2024
Collective Mining | Corporate Presentation - April 2024
Collective Mining | Corporate Presentation - April 2024
CALL ON ➥8923113531 🔝Call Girls Fazullaganj Lucknow best sexual service
CALL ON ➥8923113531 🔝Call Girls Fazullaganj Lucknow best sexual service
(‿ˠ‿) Independent Call Girls Laxmi Nagar 👉 9999965857 👈 Delhi : 9999 Cash Pa...
(‿ˠ‿) Independent Call Girls Laxmi Nagar 👉 9999965857 👈 Delhi : 9999 Cash Pa...
VIP 7001035870 Find & Meet Hyderabad Call Girls Miyapur high-profile Call Girl
VIP 7001035870 Find & Meet Hyderabad Call Girls Miyapur high-profile Call Girl
Diligence Checklist for Early Stage Startups
Diligence Checklist for Early Stage Startups
Corporate Presentation Probe May 2024.pdf
Corporate Presentation Probe May 2024.pdf
Top Rated Call Girls In Podanur 📱 {7001035870} VIP Escorts Podanur
Top Rated Call Girls In Podanur 📱 {7001035870} VIP Escorts Podanur
(👉゚9999965857 ゚)👉 VIP Call Girls Greater Noida 👉 Delhi 👈 : 9999 Cash Payment...
(👉゚9999965857 ゚)👉 VIP Call Girls Greater Noida 👉 Delhi 👈 : 9999 Cash Payment...
Vocera jp morgan_1 2 19 2pm final
1.
Brent Lang President and
CEO Justin Spencer Chief Financial Officer Investor Presentation January 2019 JP Morgan Healthcare Conference
2.
2© 2 0
1 9 V O C E R A C O M M U N I C A T I O N S . A L L R I G H T S R E S E R V E D . Forward-Looking Statements Safe Harbor and Other Information This presentation contains “forward‐looking” statements that are based on our management’s beliefs and assumptions and on information currently available to management. We intend for such forward‐looking statements to be covered by the safe harbor provisions for forward‐looking statements contained in the U.S. Private Securities Litigation Reform Act of 1995. Forward‐looking statements include information concerning the market shifting to Vocera, the components of our mission, our accelerating operating leverage and target operating leverage model, our strategic evolution, enablement of real-time healthcare system and potential future products, capabilities and services. Forward‐looking statements include all statements that are not historical facts and can be identified by terms such as “anticipates,” “believes,” “could,” “seeks,” “estimates”, “targets,” “guidance,” “expects,” “intends,” “may,” “plans,” “potential,” “predicts,” “prospects,” “projects,” “should,” “will,” “would” or similar expressions and the negatives of those terms, although not all forward‐looking statements contain these identifying words. Forward‐looking statements involve known and unknown risks, uncertainties and other factors that may cause our actual results, performance or achievements to be materially different from any future results, performance or achievements expressed or implied by the forward‐looking statements. We cannot guarantee that we will achieve the plans, intentions, or expectations disclosed in our forward‐looking statements, and you should not place undue reliance on our forward‐looking statements. Forward-looking statements represent our management’s beliefs and assumptions only as of the date of this presentation. We undertake no obligation, and do not intend, to update these forward‐looking statements, to review or confirm analysts’ expectations, or to provide interim reports or updates on the progress of the current financial quarter. For a more complete discussion of factors that could materially affect our financial results and operations, please refer to our Quarterly Report on Form 10-K for the period ended December 31, 2017 that we have filed with the SEC, including Part II, Item 1A, “Risk Factors,” and other reports that we file with the SEC. Copies of reports we file with the SEC are posted on our website and are available from us without charge. This presentation shall not constitute an offer to sell or a solicitation of an offer to purchase securities, and shall not constitute an offer, solicitation or sale in any state or jurisdiction in which or to any person to whom such an offer, solicitation or sale would be unlawful. This presentation is strictly confidential and is being made solely in reliance on applicable exemptions from the registration requirements of the Securities Act of 1933. The securities of the Company have not been registered under the Securities Act of 1933 or any state securities laws and may not be offered or sold in the United States absent registration or an applicable exemption from the registration requirements of the Securities Act of 1933 and applicable state laws. Any purchaser of such securities will be deemed to have made certain representations and acknowledgments, including, without limitation, that the purchaser is a "qualified institutional buyer" as defined in Rule 144A under the Securities Act of 1933. Statement Regarding Use of Non-GAAP Financial Measures This presentation contains certain non-GAAP financial measures. For a presentation of the most directly comparable financial measures calculated in accordance with GAAP, and a reconciliation of these non- GAAP measures to the GAAP measures, please see the appendix. The non-GAAP financial measures we present are in addition to, and not a substitute for, or superior to, financial measures calculated in accordance with GAAP. We encourage investors to carefully review our results of operations under GAAP in addition to the non- GAAP information we present to more fully understand our business.
3.
3© 2 0
1 9 V O C E R A C O M M U N I C A T I O N S . A L L R I G H T S R E S E R V E D . Quality Enhance how care is provided to help patients to achieve better outcomes Cost Increase operational efficiencies Patient-Centered Improve patient experience by allowing caregivers to be Patient Centered Resiliency Improve caregiver experience by improving workflow and empowering teams Vocera Mission We simplify and improve the lives of healthcare professionals, patients, and families
4.
4© 2 0
1 9 V O C E R A C O M M U N I C A T I O N S . A L L R I G H T S R E S E R V E D . $95 $104 $132 $166 Revenue Our Opportunity * The Company adopted ASC 606 effective January 1, 2018. 2016 and 2017 are adjusted in accordance with the Company’s adoption of ASC 606 under the full retrospective method. Prior to the adoption of ASC 606 revenue in 2016 and 2017 was $127.7MM and $162.5MM, respectively. The adoptionof ASC 606 did not impact 2014 or 2015. Appendix for a reconciliation. YoY Rev. Growth 7% FY14 9% FY15 27% FY16 26% FY17 Large global market opportunity Market leader with compelling ROI Product innovation driving growth Significant operating leverage Large health system success
5.
5© 2 0
1 9 V O C E R A C O M M U N I C A T I O N S . A L L R I G H T S R E S E R V E D . PAST PRESENT Strategic Evolution FUTURE Communications Badge-Centric Point Product Department Sale Clinical Workflow Software-Centric Complete Solution Hospital Sale Real Time Health System Hybrid Cloud Architecture Platform Ecosystem Health System Sale
6.
6© 2 0
1 9 V O C E R A C O M M U N I C A T I O N S . A L L R I G H T S R E S E R V E D . Redefining a Category Navigation BEFORE AFTER Entertainment Healthcare
7.
7© 2 0
1 9 V O C E R A C O M M U N I C A T I O N S . A L L R I G H T S R E S E R V E D . The Hospital Communications Evolution One-to- everyone Device-to- device Person-to-role, Person-to-group Clinical system- to-role/group Context for real-time situational awareness Overhead paging Yelling Phone-to-phone Phone-to-pager Enable people to find who they need System event triggers alerts sent using Intelligent rules Situational awareness delivers the right information to the right people
8.
8© 2 0
1 9 V O C E R A C O M M U N I C A T I O N S . A L L R I G H T S R E S E R V E D . Alerts Alarms Messaging Voice • Noisy care environment • Information overload • Alarm fatigue • Delays in response time Today’s Clinical Communication Environment Lack of Central Control
9.
9© 2 0
1 9 V O C E R A C O M M U N I C A T I O N S . A L L R I G H T S R E S E R V E D . Evolution of Hospital Communications BEFORE Clinician Tool Belt Pager, phone, smartphone, badge, RTLS badge etc… Smartphone Applications 25 notifications for each system – working independently AFTER 1 3 5 21 7 5 3 5 VOCERA Holistic Consolidation Delivers only actionable events to the appropriate caregiver(s) on the device of choice
10.
1 0© 2
0 1 9 V O C E R A C O M M U N I C A T I O N S . A L L R I G H T S R E S E R V E D . Enabling a Real-Time Healthcare System Nurse Call EHR Patient Monitoring Medical Device SYSTEMS AND DEVICES Physician Nurse Nurse Supervisor Hospitalist House Keeping CARE TEAM Alarms Text Alerts VoiceData
11.
1 1© 2
0 1 9 V O C E R A C O M M U N I C A T I O N S . A L L R I G H T S R E S E R V E D . Post AcuteAmbulatoryHospitals Clinical Communication Secure Text Messaging Alarms & Notifications Real Time Health System Across the Care Continuum Experience Monitoring Patient’s Home Today Analytics Vocera Software Platform • Voice Assistant • Next-Generation Nurse Call • Patient Throughput • Healthcare IoT • Interactive Patient Care • On Call Scheduling Potential Future • Real-Time Location Systems • AI / Predictive Analytics
12.
1 2© 2
0 1 9 V O C E R A C O M M U N I C A T I O N S . A L L R I G H T S R E S E R V E D . Compelling Return on Investment 10 minute savings per nurse per shift Bed turnover rates up 50% OR revenues up $780,000 350 more annual OR capacity hours 4,000 annual ED hours recaptured Response times down from 2 minutes to 9 seconds 35% overall satisfaction rating improvement 25% improvement in HCAHPS scores Fall related injuries down 60%; estimated $1.27 million savings Operational EfficiencyPatient Safety and Satisfaction
13.
1 3© 2
0 1 9 V O C E R A C O M M U N I C A T I O N S . A L L R I G H T S R E S E R V E D . U.S. Army Medical Command (MEDCOM) Health System Success
14.
1 4© 2
0 1 9 V O C E R A C O M M U N I C A T I O N S . A L L R I G H T S R E S E R V E D . 6,986 Hospitals in the U.S.(1) Large Global Market Opportunity (1) Based on Definitive US Healthcare Database. As of December 31, 2017 *Federal numbers are for acute care hospitals, do not include clinics or ambulatory care centers ~$6 Billion Global Market Opportunity 1118 5220 Vocera Hospitals US Hospitals 18% U.S. Penetration Rate (1) (6338 Total US Hospitals) ~130 new healthcare facilities in 2017 U.S. Hospitals 1118 (1) U.S. Healthcare 100 (non hospital) International Healthcare Facilities ~250 Global Non-Healthcare Facilities ~250 Federal Hospitals 1 Vocera* Total 1 VA 73 164 DoD 21 46 Total 94 210
15.
1 5© 2
0 1 9 V O C E R A C O M M U N I C A T I O N S . A L L R I G H T S R E S E R V E D . 37% 18% 32% 13% % 2017 Revenue1 1 5 1 Reflects the company’s adoption of ASC 606 *%’s are of the specific category, not company revenue. Greater than 50% of revenues are recurring High visibility Low customer concentration 95% + Maintenance Renewal Rate Devices 44% recurring* Software 10%+ subscription* Software Maintenance All recurring* Professional Services 15%+ recurring* Diversified Revenue, High Visibility
16.
1 6© 2
0 1 9 V O C E R A C O M M U N I C A T I O N S . A L L R I G H T S R E S E R V E D . Actual 2014 2015 2016 2017 Gross Margin 63% 64% 65% 65% R&D % of Revenue 17% 15% 13% 15% S&M % of Revenue 47% 41% 35% 31% G&A % of Revenue 13% 12% 11% 10% Opex % of Revenue 77% 68% 58% 56% Adjusted EBITDA (13%) (3%) 8% 10% Operating Leverage Drives Significant Value Target Model 68% 12% 29% 8% 49% 20% Sales Notes • All numbers are non-GAAP, see appendix for reconciliation. • Mean peer group enterprise value comps are 3-4x Revenue and 12-15x A-EBITDA. • 2016 and 2017 reflect the company’s adoption of ASC 606. Prior to the Company’s adoption of ASC 606 the corresponding percentages would have been as follows. For 2016: 63%, 13%, 37%, 11%, 61% and 3% for Gross Margin, R&D % of Revenue, S&M % of Revenue, G&A % of Revenue, Opex % of Revenue and Adjusted EBITDA, respectively. For 2017: 64%, 16%, 32%, 10%, 58%, and 8% for Gross Margin, R&D % of Revenue, S&M % of Revenue, G&A % of Revenue, Opex % of Revenue and Adjusted EBITDA, respectively. Drivers
17.
1 7© 2
0 1 8 V O C E R A C O M M U N I C A T I O N S . A L L R I G H T S R E S E R V E D . Introducing the Vocera Smartbadge
18.
1 8© 2
0 1 9 V O C E R A C O M M U N I C A T I O N S . A L L R I G H T S R E S E R V E D . Vocera Smartbadge Key Features Do Not DisturbAlarms with ContextUnified InboxHands-Free Calling
19.
1 9© 2
0 1 9 V O C E R A C O M M U N I C A T I O N S . A L L R I G H T S R E S E R V E D . Thank you 1 9
20.
2 0© 2
0 1 9 V O C E R A C O M M U N I C A T I O N S . A L L R I G H T S R E S E R V E D . Appendix
21.
2 1© 2
0 1 9 V O C E R A C O M M U N I C A T I O N S . A L L R I G H T S R E S E R V E D . GAAP to Non-GAAP Reconciliations of Net Income to Adjusted EBITDA Q3’18 and Q3’17
22.
2 2© 2
0 1 9 V O C E R A C O M M U N I C A T I O N S . A L L R I G H T S R E S E R V E D . GAAP to Non-GAAP Reconciliations of Net Income to Adjusted EBITDA Q2’18 and Q2’17
23.
2 3© 2
0 1 9 V O C E R A C O M M U N I C A T I O N S . A L L R I G H T S R E S E R V E D . GAAP to Non-GAAP Reconciliations of Net Income to Adjusted EBITDA Q1’18 and Q1’17
24.
2 4© 2
0 1 9 V O C E R A C O M M U N I C A T I O N S . A L L R I G H T S R E S E R V E D . GAAP to Non-GAAP Reconciliations of Net Income to Adjusted EBITDA 2014-2017
25.
2 5© 2
0 1 9 V O C E R A C O M M U N I C A T I O N S . A L L R I G H T S R E S E R V E D . GAAP to Non-GAAP Reconciliations of Net Income to Adjusted EBITDA 2014-2017
26.
2 6© 2
0 1 9 V O C E R A C O M M U N I C A T I O N S . A L L R I G H T S R E S E R V E D . GAAP to Non-GAAP GM & Opex Reconciliation 2017 & 2016 under ASC 606
27.
2 7© 2
0 1 9 V O C E R A C O M M U N I C A T I O N S . A L L R I G H T S R E S E R V E D . GAAP to Non-GAAP GM & Opex Reconciliation 2017 & 2016 under ASC 605
28.
2 8© 2
0 1 9 V O C E R A C O M M U N I C A T I O N S . A L L R I G H T S R E S E R V E D . GAAP to Non-GAAP Reconciliation 2015
29.
2 9© 2
0 1 9 V O C E R A C O M M U N I C A T I O N S . A L L R I G H T S R E S E R V E D . GAAP to Non-GAAP GM & Opex Reconciliation 2014 (a) This adjustment reflects the accounting impact of non-cash stock-based compensation expense. (b) This adjustment reflects the accounting impact of acquisitions in 2010, 2014, and 2016 in non-cash expense. (c) This adjustment reflects the costs associated with the acquisition in 2016.